Best Finance Software for Freelancers of 2025

Odoo

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

1,614 Ratings

Starting Price: $25.00/month/user

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Shape Software

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

132 Ratings

Starting Price: $119

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Birdeye

irdeye is the #1 AI platform for Hyperlocal Marketing®, purpose-built for multi-location brands. Over 150,000 businesses rely on Birdeye’s intelligent AI agents to run marketing and drive business outcomes. Birdeye helps multi-location brands enhance online reputation, engage customers across social, search, and web, and gain real-time insights into consumers and competitors — all to boost leads & increase foot traffic, reduce costs, and grow revenue. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR.

4,485 Ratings

Starting Price: $250/month

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Firmao CRM

Firmao

Thanks to the implementation of the CRM Firmao software, you will create a customer database that allows you to shorten the time of customer acquisition, increase conversion at every stage of the sales process, as well as efficiently and comprehensively serve regular customers. Firmao helps to manage the work of the sales department, both in terms of the sales funnel, and acts as a contact center for regular customers of the company. Simple management of the customer base: - Multiple Sources of Opportunities - Automation of the sales process - Increasing the sales volume - Efficient contact with the customer - Comprehensive customer service - Execution of orders for customers It is implemented in companies where contact with leads or regular contractors is required. Firmao's CRM software is the best system for companies planning dynamic development. The implementation of Firmao's CRM is easy and quick. It takes about 1-2 weeks.

52 Ratings

Starting Price: $19 per user per month

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Adaptive ERP

Adaptive

Adaptive provides an all-in-one, user-friendly, cloud-based, customizable ERP with cyber & fraud risk controls. * Enhanced Security for all clients: Your own database & encryption key; in-built access controls & permissions & close to hack-free 2-FA login * Streamline your business. * We handle all setup. * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP *Client Relations & Customer Support * Ticketing * CRM * Issue Tracking * Efficient Document Management: Unlimited Folders/Tags; Assign files/folders to teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio Project Management with Kanban-C & Gantt Charts * Time & Billing * Scheduling * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed Reporting

16 Ratings

Starting Price: £400/month

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Continuum PSA

CrossConcept Continuum PSA

CrossConcept Continuum goes beyond traditional PSA solutions available today by incorporating cutting-edge UI technology making the solution more user-friendly, resulting in fewer clicks within the solution and time spent logging data. CrossConcept Continuum has been built from the ground up to integrate with all major accounting systems to seamlessly synchronize projects and accounting within one unified system. Our innovative PSA solution allows organizations to maximize proﬁtability by integrating connecting projects and ﬁnancial accounting, enabling you to manage all stages of your project from conception to completion and deliver on your promises. CrossConcept has decades of experience helping service organizations automate their processes. Clients have ranged in size from a handful of people to over thirty thousand. The founder's and team’s real-world experience is what drove and shaped the creation of CrossConcept Continuum. Our solution is a simple, yet powerful PSA!

10 Ratings

Starting Price: $15.00/month/user

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YetiForce CRM

YetiForce Sp. z o.o.

Are you looking for a system to boost your sales? Do you want to improve your relationships with customers? Do you want to contribute to the fastest growing open source project on GitHub? You can use YetiForce completely free of charge. With YetiForce’s help you will manage 12 business processes in your company, no matter the size. YetiForce’s open source code was released under a very flexible and liberal license, which gathers a large and active community around the project. You too can contribute to it no matter if you are a professional programmer or software development is just your hobby. Download YetiForce for free and find out why you should become one of more than 250,000 people who already use it.

9 Ratings

Starting Price: Free

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1CRM

1CRM Systems Corp.

1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.

6 Ratings

Starting Price: $13.00/month/user

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LionO360 ERP

LionO360

LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.

5 Ratings

Starting Price: $19 per month

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Dolibarr

Open Source ERP & CRM for business. One web suite to manage your business. • Enable only the feature you expect : Whatever your needs (customer relationship, sales, human resources, logistic, stock, invoicing, accounting, manufacturing, marketing, foundation management, surveys, ...), you can setup the application to match your need, and only your need... See features • No more double entry in your Information System : Integration between the features / modules is ready "in-the-box". Users are immediately ready to work, even without customization. • Upgrade at any time : The upgrades of new versions are integrated by design into the development process. So you can upgrade at any time to the latest version, whatever is your current version, without losing any data. Users always benefits the latest features and innovations. • A customizable and extensible application: The market place is open to everybody to centralize several hundreds of external add-ons done to enhance the app.

4 Ratings

Starting Price: $0

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WorkDash

WorkDash Software

WorkDash is a digital business management platform that enables business owners to manage their entire operations from marketing, through to workforce management and invoicing. WorkDash can be used in whole or in part, depending on the needs of the business.

1 Rating

Starting Price: $29/month

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SuiteMaster

Rithom Consulting LLC

SuiteMaster – A Flexible ERP & CRM Platform by Rithom SuiteMaster is a modular, cloud-based ERP platform for small to mid-sized businesses seeking to unify sales, operations, marketing, and finance in one system. Choose from hundreds of integrated modules—CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Project Management, Manufacturing, and more—that “snap” into place. Avoid costly integrations, scale at your own pace, and customize workflows to match your business processes. SuiteMaster is also fully white-label ready, enabling partners and consultants to deliver a branded ERP solution with their own value-added services. Affordable, flexible, and built for growth, it serves industries from manufacturing and distribution to professional services, retail, non-profits, and more. Get enterprise ERP power without enterprise cost—discover why businesses choose SuiteMaster for flexibility, scalability, and rapid ROI.

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Pelcro

Pelcro Inc

Pelcro is an all-in-one Subscription & Membership Management Platform. A comprehensive and self-serve platform with no code required but has all of the development tools to provide ultimate flexibility. Top Pelcro Features: - Easily create subscriptions and e-commerce products in one place - Easily create metered paywalls, choose which content or features should go behind a paywall -Use advanced targeting to personalize the language and currency based on your user's location - Create and customize the user experience based on your brand - Fast check-out experience with Google Pay, Apple Pay, and PayPal -Manage users from the CRM or let them make changes from their self-serve dashboard -Customize and automate the payment journey, pricing models, and user flow based on your preferences - Export Analytics Reports including Gross Revenue, New Subscriptions - We offer 24/7 technical support Visit Pelcro.com to start for free or request a demo.

Starting Price: Free Version

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HubSpot CRM

HubSpot

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

153 Ratings

Starting Price: Free

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Zoho CRM

Zoho

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

125 Ratings

Starting Price: $14.00/month/user

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NetSuite

Oracle

Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.

58 Ratings

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Microsoft Dynamics 365

Microsoft

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

20 Ratings

Starting Price: $190 per user per month

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HoneyBook

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

16 Ratings

Starting Price: $19 monthly ($16 annually)

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Mortgage Quest

Market Focus

Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter

12 Ratings

Starting Price: $45 per month

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Ravetree

Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.

10 Ratings

Starting Price: $29/user/month

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Flowlu

Cloud22 LLC

A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.

9 Ratings

Starting Price: $15 USD/mo

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Talygen

Talygen is the worldwide leader in Business Management Automation. Talygen's integrated suite of services and processes allows businesses to manage all of their core workflows via our Cloud-based Software as a Service (SaaS) application. Talygen allows companies to automate, regulate and enforce their corporate processes. Talygen empowers businesses and their employees to manage the complete set of corporate tasks without installing specialized software for each of them. Its wide variety of features, easy-to-use concepts, and enhanced functionality allow end-to-end process management and seamless communication between all stakeholders in a project or business. In today’s competitive business environment, successful companies are constantly challenged with managing the entire life cycle of a project efficiently and transparently. With Talygen, companies now have more ways than ever to make that happen.

8 Ratings

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Keap

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

11 Ratings

Starting Price: $40 per month

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Surefire CRM

Top of Mind Networks

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

3 Ratings

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Thryv

The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.

3 Ratings

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Redtail CRM

Redtail Technology

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

2 Ratings

Starting Price: $99 per month

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Ordaana

Ordaana automates small business operations with customizable order forms, dynamic scheduling, seamless financial management, and interactive client portals. Elevate your client experience and team management in an all-in-one integrated platform. So many business apps in one! Client Management Order Management Estimates Invoices Subscriptions Team Calendar Team Tasks Lead Capture Forms Scheduling Forms Payment Forms SMS 2-Way Messaging Client Portals Automated Reminders Email & SMS Notifications Business Analytics

2 Ratings

Starting Price: $20/month

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iTours

IT Web Services

iTours is a complete ERP software solution specially designed for tour and travel business to simplify their travel related tasks. Travel companies can manage and boost their travel business with the help of iTours top features like Advanced CRM, Auto Accounting, B2B, MIS Reports, Promotion, HR management and so on. iTours comes with an advanced features, that travel agencies can manage their travel business with in easy and efficient manner. iTours travel ERP software automates many back office activities related to travel business with its efficient and user friendly features. With iTours CRM feature travel companies can manage inquiries, follow ups, quotations, alerts- reminders etc. B2B feature of iTours help managing suppliers easily. Accounting feature facilitates easy management of payments, receipts, invoices, sales, purchase, cheque related information, tax, quotations and many more.

2 Ratings

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Caflou

Caflou lets you take control of business, your projects and team and increase your company’s profit. Caflou is all-in-one yet easy-to-use online business management system ideal for marketing agencies or IT teams. With Caflou you can manage your customer relations, projects with their budgets, finances and profitability, track time, manage your team and workload or even automate trivial activities, all in one place from anywhere. Caflou is professional and complex. Replaces the majority of tools that you’re using at present. Functions are logically connected and linked to each other. Constantly and quickly evolving. Keeps your data safe and in one spot. Join 3500+ companies using Caflou. Start Free!

1 Rating

Starting Price: $13.00/month/user

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vcita

vcita is an all-in-one business management app built for small to mid-sized businesses. vcita boasts a wide range of features that helps SMBs streamline daily tasks and operations and improve how they interact with clients, fueling growth and success. Top features include client and calendar management, billing and invoicing, online scheduling, lead capturing, and email campaigns. vcita also integrates with dozens of platforms, including Facebook, PayPal, Quickbooks, and more.

1 Rating

Starting Price: $12.00/month/user

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Best Finance Software for Freelancers

Compare the Top Finance Software for Freelancers as of November 2025

What is Finance Software for Freelancers?