Best Tools for Agencies 2026

AI-powered financial planning, reporting, and close for complex mid-sized businesses.

Reimagine your business banking with digital-first solutions, competitive rates, and transparent pricing.

CRM for sales leaders and financial advisors

All-in-one solution for insightful reporting, fast cash flow forecasting, and actionable financial analysis.

Cloud-based accounting and ERP software for ambitious organizations.

AI-driven scenario planning and analysis platform for confident decision-making across the enterprise.

The #1 AI-powered Excel-native FP&A platform for finance teams.

Integrated business banking, corporate cards, and treasury management for growing companies.

Unstoppable Finance Through AI-Enabled Solutions for the Office of the CFO.

All-in-one forecasting, budgeting, reporting, and dashboarding solution for finance and accounting.

Empower financial advisors to manage client 401(k)s and other held-away retirement accounts.

Unleash the power of AI bookkeeping with a dedicated team of financial experts.

Replace pro forma spreadsheets with a purpose-built financial plan you can trust.

Unlock cash visibility and make confident financial decisions with visual cash flow forecasting.

Track, budget, plan, and do more with your money all in one app.