Tools for CFOs

A catalog of the finance stack. Vendors described from their own pages, in alphabetical order.

  1. Tools for CFOs
  2. Categories

Categories

Twelve entries. The number is the catalog index: the order a finance team meets the work across a month, and the category's permanent identifier. Under each, the vendors in it, A to Z.

  1. 01

    Financial close and consolidation

    Software that runs the month-end and year-end close: the task list, account reconciliations, journal entries, consolidation of entities and the evidence auditors ask for.

    12 vendorsAico, BlackLine, Datarails, FloQast, Ledge, Nominal, Numeric, OneStream, Planful, ReconArt, SkyStem, Trintech

  2. 02

    FP&A and planning

    Budgeting, forecasting, scenario modelling and management reporting tools that sit beside the general ledger and model the business ahead of the actuals.

    11 vendorsAbacum, Anaplan, Board, Cube, Datarails, Jedox, OneStream, Pigment, Planful, Vena, Workday

  3. 03

    Accounts payable automation

    Invoice capture, coding and approval routing, matching against purchase orders and receipts, supplier onboarding and the payment run.

    10 vendorsAvidXchange, Basware, BILL, Esker, Medius, Ramp, Stampli, Tipalti, Vic.ai, Yooz

  4. 04

    Treasury and cash management

    Cash positioning across banks, bank connectivity, liquidity forecasting, payments, and the controls around debt, investments and currency risk.

    9 vendorsAgicap, Atlar, GTreasury (Ripple Treasury), HighRadius, ION Treasury, Nomentia, Serrala, TIS (Treasury Intelligence Solutions), Trovata

  5. 05

    Spend and expense management

    Corporate cards, employee expenses, travel and the policies that govern who may spend what, with receipts and coding captured at the moment of spend.

    9 vendorsBrex, Emburse, Expensify, Navan, Payhawk, Pleo, Ramp, SAP Concur, Spendesk

  6. 06

    Tax

    Indirect tax calculation on each transaction, income tax provision, compliance filings and e-invoicing across jurisdictions.

    8 vendorsAvalara, Bloomberg Tax, Fonoa, insightsoftware, Sovos, Stripe, Thomson Reuters, Vertex

  7. 07

    Audit and SOX compliance

    Internal-control documentation and testing, SOX programmes, internal audit workflow and the exchange of requests and evidence between a company and its auditors.

    13 vendorsArcher, AuditDashboard, Diligent, Fieldguide, Hyperproof, LogicGate, MetricStream, MindBridge, Onspring, Optro (formerly AuditBoard), Pathlock, Riskonnect, Suralink

  8. 08

    Revenue recognition and billing

    Subscription and usage billing, invoicing, and the tools that apply ASC 606 and IFRS 15 to contracts: performance obligations, allocation and revenue schedules.

    9 vendorsChargebee, Maxio, Ordway, Recurly, RightRev, Salesforce, Stripe, Tabs, Zuora

  9. 09

    ERP and general ledger

    The system of record for the books, midmarket and enterprise: the general ledger, the sub-ledgers and the operational modules built around them.

    12 vendorsAcumatica, Campfire, Certinia, DualEntry, Epicor, Infor, Microsoft, Odoo, Priority Software, Rillet, Syspro, Workday

  10. 10

    Accounts receivable and collections

    Credit decisions, invoice delivery, collections, customer payment portals, cash application and the handling of disputes and deductions.

    11 vendorsBilltrust, Chaser, Esker, Gaviti, HighRadius, Quadient, Serrala, Tabs, Tesorio, Upflow, Versapay

  11. 11

    Financial reporting and disclosure management

    Software that assembles the financial statements, notes and narrative into filed reports, tags them in XBRL and submits them to regulators such as the SEC.

    7 vendorsAnaplan, CoreFiling, DataTracks, Donnelley Financial Solutions (DFIN), insightsoftware, Novaworks, Toppan Merrill

  12. 12

    Procurement

    Intake of purchase requests, approvals, sourcing and supplier selection, contracts, purchase orders and supplier onboarding, before an invoice exists.

    12 vendorsEsker, Fairmarkit, GEP, Levelpath, Medius, Omnea, Order.co, Planergy, Precoro, Procurify, Spendflo, Zip