20 Best Financial Project Management Software Reviewed in 2025
Best Financial Project Management Software Tools Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Get free help from our project management software advisors to find your match.
Tracking budgets, managing costs, and staying on top of billing can be tough—especially when you're running several projects at once. Without the right tools, things get messy fast.
That’s where financial project management software can help. It gives you a clear view of your project finances so you can make informed decisions and avoid surprises.
In this list, I’ll walk you through the best financial project management software available today. I’ve tested each one myself, and I’ll highlight what they do well, where they fall short, and who they’re best for.
Why Trust Our Financial Project Management Software Reviews
I’ve been testing and reviewing financial project management software since 2012. As a project manager myself, I know how critical and difficult it is to make the right decision when selecting software. I invest in deep research to help my audience make better software purchasing decisions.
I’ve tested more than 2,000 tools for different project management use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent and our review methodology.
Best Financial Project Management Software Summary
This comparison chart summarizes pricing details for my top financial project management software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for tracking budgets | Freemium version available | From $10/user/month (min of 2 seats) | Website | |
| 2 | Best for agency project profitability tracking | 14-day free trial | From $9/month (billed annually) | Website | |
| 3 | Best for comprehensive project management | 30-day free trial | From $10/user/month (billed annually) | Website | |
| 4 | Best for project collaboration | Not available | From $39.97/month (billed annually) + free plan available | Website | |
| 5 | Best for accounting practice management | 14-day free trial | From $39/user/month (billed annually) | Website | |
| 6 | Best for predictive scheduling | 14-day free trial | From $15/user/month (billed annually) | Website | |
| 7 | Best for enterprise work management | Not available | From $45/user/month | Website | |
| 8 | Best for intuitive time tracking | 30-day free trial + freemium plan available | From $10.80/user/month (billed annually) | Website | |
| 9 | Best for accounting firm efficiency | 14-day free trial | From $30/user/month (billed annually) | Website | |
| 10 | Best for scalable project management | 30-day free trial | From $9/user/month (billed annually) | Website |
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monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
CRM Creatio
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Smartsheet
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4
Best Financial Project Management Software Reviews
Below are my detailed summaries of the best financial project management software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Wrike is a financial project management platform designed to help teams gain full control over budgets, timelines, and resources with powerful planning and reporting tools.
Why I Picked Wrike:
I picked Wrike because of how well it balances project control with financial oversight. The platform stands out for its ability to manage multiple financial workstreams at once—whether you're tracking budgets, allocating costs, or generating stakeholder reports. You can automate repetitive processes, standardize workflows, and visualize data across departments without needing to leave the tool. It’s ideal if you're handling client billing, resource forecasting, or financial reporting and want everything centralized in one place.
Standout Features & Integrations:
Features include in-platform communication for working with external partners, built-in time tracking tied to invoicing, and AI-powered risk detection to flag budget risks before they snowball. Wrike also supports cost allocation at the task level and lets you build custom dashboards for leadership or finance teams. Templates for contract management, approvals, and continuity planning help you get started faster.
Integrations include QuickBooks, Salesforce, Microsoft Teams, Google Sheets, Power BI, Adobe Creative Cloud, Tableau, Zoom, Jira, and more.
Pros and cons
Pros:
- Customizable dashboards widgets
- Real-time updates and document collaboration
- Integrated proofing and approval tools
Cons:
- Time-consuming customization
- Complex task management for large projects
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Productive is a comprehensive project management tool designed to help agencies organize their operations, manage projects, and optimize financial performance.
Why I Picked Productive:
Productive stands out as a financial project management software because of its robust financial management features. It excels in budget tracking, profitability forecasting, and real-time financial reporting, allowing businesses to maintain a clear view of their financial health. The platform’s ability to integrate salaries and operating expenses into project budgets offers a real-time, accurate view of project profitability, eliminating the need for manual calculations and separate financial reports.
Standout features & integrations:
Features include resource planning, time tracking, vacation tracking, sales CRM, document management, detailed reporting, workload management, Gantt charts, budgeting and profitability analysis, invoicing, forecasting, purchase orders, revenue recognition, and overhead calculations.
Integrations include Jira, Slack, QuickBooks, Xero, Trello, Zapier, Google Drive, Sage, BambooHR, Gusto, and HubSpot.
Pros and cons
Pros:
- User-friendly interface
- Ability to track project profitability
- All-in-one platform
Cons:
- Could offer more integrations
- Initial setup can take time
Microsoft Project is a robust tool for managing projects, offering a suite of features to assist in planning, resource allocation, and progress tracking.
Why I Picked Microsoft Project:
I chose Microsoft Project for its ability to handle complex project requirements and its reputation for being a comprehensive solution in the project management space. It stands out for its depth and breadth of features that cater to detailed project planning and execution. I believe it is best for comprehensive project management because it provides a complete suite of tools that can manage every phase of a project lifecycle, which is essential for maintaining control over large and intricate projects.
Standout features & integrations:
Features include detailed Gantt charts, resource management, and built-in customizable templates. It also offers robust scheduling tools that can accommodate the complexities of large projects.
Integrations include Microsoft Teams, Microsoft Power BI, Microsoft Power Automate, Microsoft Azure, Microsoft 365, SharePoint, Skype for Business, Microsoft Dynamics 365, OneDrive for Business, and Outlook.
Pros and cons
Pros:
- Advanced analytics and reporting capabilities
- Integration with other Microsoft products for a connected experience
- Comprehensive feature set for end-to-end project management
Cons:
- Requires annual commitment for best pricing options
- Relatively high cost for premium plans
- Steep learning curve for new users
ProProfs Project is an online project management tool designed to facilitate team collaboration and ensure timely project delivery.
Why I Picked ProProfs Project:
I chose ProProfs Project for this list because it offers a unique blend of simplicity and power, making it different from other financial project management tools. Its user-friendly design and robust functionality make it an ideal choice for teams looking to collaborate effectively on financial projects. I believe it's best for project collaboration because it provides real-time communication capabilities, seamless file sharing, and customizable dashboards that keep everyone aligned and engaged.
Standout features & integrations:
Features include easy planning, tracking, and collaboration on projects. It offers various dashboard views, including List, Gantt, Kanban, and Calendar, to suit different preferences. The tool also enables efficient risk mitigation with smart reports and advanced analytics.
Integrations include Dropbox, Google Drive, Box, and other tools that facilitate file sharing and communication within teams. Additionally, it supports API access and single sign-on for secure and convenient user management.
Pros and cons
Pros:
- Real-time communication and collaboration tools
- Comprehensive feature set for project management
- Intuitive interface for easy adoption
Cons:
- Limited information on advanced features without a trial or demo
- Annual commitment required for the best pricing
- Single pricing plan may not suit all budget levels
Financial Cents is a tool that simplifies accounting firm management. It offers specialized features for managing accounting workflows and client relationships effectively.
Why I Picked Financial Cents:
I chose Financial Cents because it provides a dedicated solution for the challenges faced by accounting practices. It's best for accounting practice management as it enables firms to manage their workload, automate repetitive tasks, and collaborate on client work in a centralized location, which is crucial for maintaining an organized and productive practice.
Standout features & integrations:
Features include task management, workflow automation, time tracking, and a client portal.
Integrations include QuickBooks Online, Stripe, Gusto, Google Workspace, Microsoft Office 365, and Zapier.
Pros and cons
Pros:
- Client portal for streamlined communication
- Workflow automation to save time
- Tailored features for accounting firms
Cons:
- Base fee adds to the overall cost
- Minimum seat requirement may not suit solo practitioners
- Higher cost for monthly billing compared to annual
LiquidPlanner is a dynamic project management tool that specializes in handling project uncertainty and adapting to change.
Why I Picked LiquidPlanner:
I chose LiquidPlanner for its distinctive predictive scheduling capabilities, which set it apart from other financial project management software. I believe it is best for predictive scheduling because it employs an advanced scheduling engine that forecasts project timelines by considering project complexity and team capacity, which is vital for managing financial projects.
Standout features & integrations:
Features include its predictive scheduling, which provides realistic timelines, and its priority-based planning, which ensures the most important work is completed first. It also offers integrated time tracking and analytics for insightful reporting.
Integrations include Box, Google Drive and Dropbox. Other integrations can be built via their Open API or Zapier.
Pros and cons
Pros:
- Integrated time tracking and analytics for detailed reporting
- Priority-based planning to focus on critical tasks
- Predictive scheduling for accurate forecasting
Cons:
- Limited customization options for certain features may restrict flexibility for some users
- Limited features on the free plan
- Annual billing is required, which may not suit all budgets
Clarizen is an enterprise work management solution that streamlines project management. It is recognized as the best tool for managing complex work across an enterprise.
Why I Picked Clarizen:
I chose Clarizen for this list because of its robust capabilities in managing work across the enterprise. Its comprehensive feature set and scalability make it a standout choice for large organizations. I believe Clarizen is best for enterprise work management due to its ability to handle a wide range of work management needs, from project management to configurable workflow automation, all within a secure and scalable platform.
Standout features & integrations:
Features include its extensive project and portfolio management capabilities, customizable workflow automation, and in-context collaboration tools. It offers a tailored, role-based experience that can adapt to the specific needs of different teams within an organization.
Integrations include Salesforce, Jira, Microsoft Teams, Google Workspace (formerly G Suite), Slack, Box, Microsoft Project, Power BI, Tableau, and Zapier.
Pros and cons
Pros:
- Scalable and secure platform for enterprise use
- Customizable workflow automation
- Comprehensive project and portfolio management capabilities
Cons:
- Occasional system slowdowns or glitches are reported by users
- Learning curve for advanced features may be steep for some users
- Pricing may be prohibitive for small businesses or startups
Harvest is a tool designed for time tracking and invoicing. It is recognized for its intuitive interface that facilitates time tracking for teams.
Why I Picked Harvest:
I selected Harvest because its user-friendly design promotes consistent use and precise time tracking. This ease of use sets it apart from other project management tools that may be more complex. I judge Harvest to be best for intuitive time tracking due to its straightforward user experience that encourages teams to engage in and sustain regular time tracking practices.
Standout features & integrations:
Features include easy time tracking, detailed reporting, efficient invoicing, and smooth payment processing.
Integrations include Asana, Slack, Stripe, Trello, Basecamp, QuickBooks, Xero, GitHub, Zendesk, and Salesforce.
Pros and cons
Pros:
- Broad integration with other tools
- Detailed reporting capabilities
- User-friendly interface
Cons:
- Free version restricted to one user and two projects
- Limited options for report customization
- Initial learning period for newcomers
Jetpack Workflow is a workflow and project management software tailored for accounting firms. It streamlines firm operations, ensuring nothing slips through the cracks.
Why I Picked Jetpack Workflow:
I chose Jetpack Workflow for its targeted design to meet the unique needs of accounting firms. Its focus on efficiency and organization makes it stand out from generic project management tools. I believe it's best for accounting firm efficiency because it provides specialized features that cater to the recurring tasks and workflow standardization that are crucial in the accounting industry.
Standout features & integrations:
Features include the ability to automate recurring tasks, manage team collaboration, and provide a template library for standardizing work. It ensures that deadlines are never missed and client work is consistently managed.
Integrations include QuickBooks Online, Xero, Zapier, Google Calendar, Outlook, Slack, Trello, and Asana.
Pros and cons
Pros:
- Offers a 14-day free trial and a 30-day no-risk guarantee for yearly plans
- Automates recurring tasks and standardizes workflows
- Tailored specifically for accounting firms
Cons:
- The platform may have a learning curve for new users
- Customizable setup and training services come at an additional cost
- Monthly plans do not offer refunds
Smartsheet is a platform for work management and automation. It is best for scalable project management due to its ability to standardize processes and integrate data across systems.
Why I Picked Smartsheet:
I chose Smartsheet for this list because it offers a unique combination of flexibility and security that can handle everything from small projects to large-scale processes and entire portfolios. Its ability to empower every user to plan, track, automate, and report on work makes it stand out from other project management tools. I believe Smartsheet is best for scalable project management because it provides the tools to establish best practices and deliver consistency and visibility at scale for work execution and reporting.
Standout features & integrations:
Features include project management with various views like Grid, Card, Gantt, or Calendar, team collaboration to execute with speed and accountability, and task automation to implement workflows quickly. It also offers content management, executive visibility with real-time project status, and easy-to-navigate apps that require no coding skills.
Integrations include Brandfolder, Microsoft Teams, Slack, Google Workspace, Salesforce, Jira, Dropbox, Box, Tableau, and Adobe Creative Cloud.
Pros and cons
Pros:
- Extensive integration options
- Powerful automation capabilities
- Flexible views for project management
Cons:
- Additional cost for advanced features
- Limited free plan functionality
- Can be complex for new users
Other Financial Project Management Software
Here are some additional financial project management options that didn’t make it onto my shortlist, but are still worth checking out:
- Bonsai Agency Software
For agencies and consultancies
- Adobe Workfront
For work automation
- Hub Planner by Milient
For visual resource planning
- Trello
For Kanban boards
- Zoho Projects
For integration with Zoho suite
- Basecamp
For team communication
- Asana
For task management
- Paymo
For small business productivity
- Teamwork.com
For client collaboration
- monday.com
For workflow automation
Financial Project Management Software Selection Criteria
When selecting the best financial project management software to include on this list, I considered common buyer needs and pain points like tracking project budgets in real time and managing costs across multiple projects. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion on this list, each solution had to fulfill these common use cases:
- Tracking project budgets and expenses
- Generating financial reports and forecasts
- Managing invoices and billing
- Allocating resources and costs to specific projects
- Integrating with accounting systems or project management software for accountants
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Visual dashboards for financial performance
- Automated cost variance alerts
- Time tracking tied directly to billing
- Multi-currency and tax handling
- Portfolio-level financial planning
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- A clean and intuitive user interface
- Logical navigation structure
- Minimal clicks to access key features
- Customization without coding
- Mobile accessibility
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of onboarding videos and tutorials
- Access to templates and setup guides
- Interactive product tours
- Onboarding webinars or live sessions
- In-app chat support during setup
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of live chat or phone support
- Response times for support tickets
- Access to a searchable help center
- Community forums or user groups
- Quality of support documentation
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Pricing tiers relative to features offered
- Availability of a free trial or free plan
- Transparent pricing on the website
- Scalable plans for growing teams
- Cost savings from built-in financial tools
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Reported ease of setup and use
- Feedback on financial tracking accuracy
- Experiences with customer support
- Satisfaction with feature updates
- Overall value for the price
How to Choose Financial Project Management Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Make sure the tool can handle more projects, users, and data as your team grows. Look for flexible pricing and usage tiers. |
| Integrations | Check if the software connects easily with your existing tools—like QuickBooks, Excel, or your CRM—so you’re not duplicating work. |
| Customizability | You should be able to tailor reports, dashboards, and workflows to match your team’s financial tracking needs. |
| Ease of Use | The tool's interface should be intuitive enough that your team can start using it without much training or frustration. |
| Budget | Look at the total cost, including add-ons and user fees. Choose software that fits your budget without cutting out key features. |
| Security Safeguards | Confirm the platform uses encryption, role-based access, and audit logs to protect sensitive financial data. |
| Reporting Tools | You’ll want easy access to real-time data with customizable financial reports that help you make informed decisions. |
| Support Options | If issues come up, it helps to have access to live chat, a help center, or dedicated support that can get you back on track. |
Trends for Financial Project Management Software
In my research, I sourced countless product updates, press releases, and release logs from different financial project management software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven Forecasting: More tools now use machine learning to predict project costs, delays, and resource needs. This helps you make quicker decisions based on trends in your data, not guesswork.
- Real-Time Budget Adjustments: Some software now supports live budget changes based on actual spend. You can update financial plans without waiting for end-of-month reports.
- Granular Cost Tracking: Teams can now track costs at a more detailed level—by task, phase, or team member. This makes it easier to spot overspending and adjust plans in real time.
- Built-In Scenario Planning: More platforms let you run financial “what-if” scenarios to see how different choices might affect your budget. This helps you plan for both best- and worst-case outcomes.
- More Visual Financial Dashboards: Financial data is being presented in clearer, more interactive ways. You can see trends, progress, and issues without exporting spreadsheets or running custom reports.
What Is Financial Project Management Software?
Financial project management software is a specialized tool designed to manage and track the financial aspects of projects. It is used by project managers, finance teams, and stakeholders to plan, control, and monitor project costs and budgets.
The software includes features for budgeting, forecasting, expense tracking, and financial reporting. It is essential for users who need to maintain financial control over projects, ensuring costs stay within budget and financial objectives are met. In industries like manufacturing, financial project management software can also help manage production costs, supplier payments, and resource planning to align operational expenses with project goals.
Features of Financial Project Management Software
When selecting financial project management software, keep an eye out for the following key features:
- Permissions controls: Lets you manage who can view or edit financial data, protecting sensitive information.
- Budget tracking: Lets you set, monitor, and adjust project budgets in real time to avoid overspending.
- Expense logging: Allows your team to record and categorize costs so you can see where money is going.
- Invoicing tools: Helps you create, send, and track invoices tied to specific project milestones or hours worked.
- Resource cost allocation: Assigns financial values to team members, tools, or time so you can track true project costs.
- Forecasting tools: Uses past data to estimate future spending and help you plan ahead.
- Custom financial reports: Lets you build reports tailored to your needs so you can share insights with stakeholders.
- Time tracking integration: Connects logged hours to budgets and billing for accurate project accounting.
- Multi-currency support: Allows you to manage budgets and invoices in different currencies for global projects.
- Audit trail: Tracks all financial changes and approvals for accountability and compliance.
Benefits of Financial Project Management Software
Implementing financial project management software provides several benefits for your team and your business. Here are a few you can look forward to:
- Stronger audit trails: Logged financial changes and approval histories support compliance and accountability.
- Better budget control: Real-time tracking and alerts help you catch overspending early and stay within budget.
- Faster billing cycles: Built-in invoicing tools speed up how quickly you send bills and get paid.
- Improved forecasting: Historical data and trend analysis make it easier to plan future project costs.
- Increased visibility: Dashboards and reports show you exactly where your money’s going across projects.
- More accurate reporting: Custom financial reports reduce manual errors and give you data you can trust.
- Easier resource planning: Cost allocation tools help you match resources to budgets more effectively.
Costs & Pricing for Financial Project Management Software
Selecting financial project management software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in financial project management software solutions:
Plan Comparison Table For Financial Project Management Software
| Plan Type | Average Price | Common Features |
| Free | $0 | Basic task management, to-do lists, native calendar, limited users |
| Individual | $3.66 per month | Advanced boards, increased storage, improved customer support, third-party integrations |
| Small Business | $8.90 per month/user | Gantt chart view, embedded documents, automation, increased support, integration with other tools |
| Medium Business | $16.88 per month/user | Advanced security, unlimited users, real-time reporting, various project views |
| Enterprise | Negotiable | Custom permissions, advanced reporting, priority support, comprehensive feature set, minimum user policy |
Financial Project Management Software Frequently Asked Questions
What kind of data and analytics does financial project management software offer?
Financial project management software typically provides budget tracking, expense reporting, financial forecasting, and profitability analysis. These tools offer real-time insights into financial performance, allowing for informed decision-making based on up-to-date financial data. Advanced analytics can also identify trends, forecast future financial scenarios, and aid in resource allocation to keep projects within budget.
How easy is it to update the plan in financial project management software, and who makes the changes?
Updating plans in financial project management software is generally user-friendly, with most modern solutions designed for easy adjustments to project plans, budgets, and schedules. Authorized users, such as project managers and financial analysts, can make changes, and the software often includes audit trails and change logs for accountability.
What activities are required to get the most benefit from financial project management software?
Maximizing benefits from financial project management software involves setting clear financial goals, consistently updating and reviewing financial data, and utilizing reporting and analytics for decision-making. Effective team training and integrating the software with other business systems are also key activities for leveraging the software’s full potential.
How is financial project management software different from other project management solutions?
Financial project management software focuses on financial aspects of project management, such as budgeting, cost tracking, and financial reporting, unlike general project management solutions that may concentrate on task assignment and scheduling. This specialization allows for more detailed financial management within projects.
How will financial project management software help solve the top three problems currently faced in projects?
Financial project management software addresses common project issues like budget overruns, inefficient resource allocation, and lack of financial visibility. It provides accurate budgeting, real-time cost tracking, and financial forecasting tools, enabling project managers to monitor financial performance and address issues proactively.
What kind of support and training does financial project management software offer?
Support and training for financial project management software can include online help centers, user guides, and customer support via phone, email, or live chat. Providers may offer webinars, online tutorials, and in-person training sessions, as well as community forums for user interaction. The availability and quality of these services are important considerations when selecting software.
How does financial project management software integrate with other business systems?
Financial project management software can integrate with project accounting software, CRM systems, ERP systems, and HR software. These integrations facilitate the seamless transfer of financial data, minimize manual data entry, and reduce errors. For example, integration with accounting software can streamline invoicing and expense tracking, while CRM integration can offer financial insights into customer projects.
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