The Best 10 Finance Automation Software Tools for Streamlined Operations

Manual financial processes hold you back, increase errors, and limit scalability. Only with the right finance automation software, you can eliminate inefficiencies, optimize compliance, and enhance decision-making. However, not all tools offer the same capabilities.

Some are designed for simple finance automation, making them more affordable but limited in scope. Others, like FlowForma, cater to SMEs and enterprises, offering all-in-one solutions that automate complex processes across finance and beyond. In this guide, we will break down 10 finance automation tools businesses can use to streamline workflows and drive operational excellence. 

Top 10 Finance Automation Software in 2025: A Quick Overview

Top 10 Finance Automation Software in 2025

Let’s look at the key features, pros, and cons of prominent finance automation tools: 

1. FlowForma 

FlowForma finance automation software for no-code financial process automation

FlowForma is a no-code finance automation software designed to help finance teams streamline processes, reduce manual work, and improve compliance. With quick implementation and an intuitive drag-and-drop interface, FlowForma makes it easy to automate key financial tasks like invoice approvals, expense management, purchase requests, approvals, product lifecycle management, and compliance reporting. 

Additionally, a study conducted by Grant Thornton highlights how automation significantly improves efficiency and compliance in financial services, making digital transformation essential for future-ready businesses. Read the full case study here.

FlowForma key features

• AI Copilot: Guides users to quickly build and optimize finance workflows such as purchase order approvals, budget requests, and payment processing.

• No-code platform: Empower finance teams to design and manage workflows without technical expertise, reducing delays and simplifying processes such as client onboarding. 

• Document generation: Automatically produce critical financial documents, including invoices, reports, and audit records, directly within workflows.

• Mobile access: Review and approve expenses, payments, and requests from any device, supporting remote work and faster approvals.

• Seamless integrations: Easily connect with ERP, accounting, and payroll systems to create a fully automated, end-to-end finance ecosystem.

FlowForma pros and cons

2. Tipalti 

 A glimpse at Tipalti’s home page 

Tipalti is a financial automation tool that enables the automation of accounts payable (AP) processes, global delivery of payments procurement, and expense management. It automates the workflow of invoice processing, approval process, and tax compliance and allows businesses to manage supplier payments across multiple countries and currencies. It is important to note that the platform focuses solely on automating financial processes and does not extend its capabilities to other business functions. 

Tipalti key features

• Automated invoice processing and approval workflows

• Tax compliance and reporting automation

• Supplier management with self-service onboarding

• Integration with ERP systems

Tipalti pros and cons

3. Stampli 

A glimpse at Stampli’s home page 

Stampli is a financial automation solution focused only on automating financial processes related to accounts payable. It integrates with ERP systems to streamline AP functions and while it excels in optimizing AP workflows, it does not automate other business functions such as operations, finance, etc. 

Stampli key features

• AI-powered invoice capture and coding

• Centralized platform for AP collaboration

• Supports 2-way and 3-way PO matching

• Real-time analytics and reporting

• Integration with multiple ERP systems

Stampli pros and cons

4. Bill.com

 A glimpse at Bill.com’s home page 

Bill.com is a cloud-based finance automation solution that automates accounts payable and receivable processes for small to mid-sized businesses. It facilitates electronic payments, automates invoice workflows, and syncs with accounting software to streamline financial operations. However, it's important to note that Bill.com focuses solely on finance automation and is not an all-in-one solution. 

Bills.com key features

• Automated invoice capture and approval workflows

• Integration with accounting software like QuickBooks and Xero

• Mobile app for on-the-go access

• Automatic synchronization of transactions

Bills.com pros and cons

5. Kissflow

A glimpse at Kissflow’s home page 

Kissflow is a workflow automation tool that also offers finance automation solutions in its suite of services. It enables organizations to automate financial workflows such as purchase orders, expense claims, and invoice approvals. 

Kissflow key features

• Customizable finance workflows

• Integration with existing financial systems

• Real-time tracking and reporting

• Mobile accessibility for remote approvals

Kissflow pros and cons

6. Dynamics 365 Finance

 A glimpse at Dynamics 365 Finance’s home page 

Dynamics 365 Finance, part of Microsoft’s Dynamics 365 suite, assists enterprises in automating and managing their global financial operations. It uses real-time reporting and analytics for financial decision-making.

Dynamics 365 Finance key features

• General ledger and accounts payable/receivable management

• Budgeting and forecasting tools

• Financial reporting and analytics

• Automation of routine financial tasks

Dynamics 365 Finance pros and cons

 7. Nintex

A glimpse at Nintex’s home page 

Nintex provides SharePoint automation and workflow capabilities, enabling businesses to optimize complex financial processes with minimal manual intervention. It offers process mapping, document generation, workflow automation, and robotic process automation (RPA) to streamline finance operations. 

Nintex key features

• Simplifies workflow creation within SharePoint environments

• Visualizes and optimizes finance workflows

• Automates document creation and approvals

• Tracks workflow changes for regulatory purposes

• Connects with CRM, ERP, and other finance systems

Nintex pros and cons

8. Sage Intacct

A glimpse at Sage Intacct’s home page 

Sage Intacct is a cloud-based finance automation solution that automates and streamlines complex accounting processes. It offers features such as accounts payable and receivable, general ledger, cash management, and revenue recognition. The platform also provides advanced analytics and customizable dashboards for timely financial insights. 

Sage Intacct key features 

• Includes modules for accounts payable, accounts receivable, and general ledger

• Offers tailored financial insights

• Accommodates business growth with features like project accounting and multi-currency support

• Provides tailored features for sectors such as healthcare (HIPAA compliance, EMR integration) and nonprofits (fund accounting, grant tracking, multi-entity support)

Sage Intacct pros and cons

9. Airbase

A glimpse at Airbase’s home page 

Airbase is a spend management platform that integrates with accounting systems and automates financial workflows. It includes functions such as real-time expense tracking, advanced approval workflows, and real-time audit trails. The platform also provides visibility into all non-payroll spending. 

Airbase key features

• Captures and syncs transactions immediately

• Maintains detailed records for compliance

• Accommodates complex organizational structures 

Airbase pros and cons

10. Creatio

 A glimpse at Creatio Homepage

Creatio is a low-code platform that merges customer relationship management (CRM) with operational process automation. It provides integrated tools for sales, marketing, and service automation, which allows organizations to automate workflows and improve customer engagement. 

Creatio key features

• Offers comprehensive insights into customer profiles and interactions

• Allows users to tailor applications without coding expertise

• Automates processes across multiple business functions

Creatio pros and cons 

Why FlowForma is the Best Finance Automation Solution in 2025

Among the above-mentioned finance automation software, it is important to choose the right one for your business goals. 

In 2025, CFOs are under immense pressure to increase efficiency, improve financial visibility, and ensure compliance while managing complex workflows. While some finance automation tools focus solely on basic financial tasks, FlowForma is an all-in-one automation platform that goes beyond finance, enabling organizations to automate any business process without IT involvement. That’s why some platforms are priced under $50, while FlowForma is a $2K+ enterprise-grade solution designed for companies that need scalable, cross-functional automation.

Here’s how FlowForma addresses key finance automation challenges:

• Connecting disparate systems: A common problem for a lot of organizations is the lack of integration of fragmented financial systems that don’t talk to each other, leading to inefficiencies. FlowForma is an easy-to-use platform, which provides an uninterrupted data flow without IT involvement and real-time financial intelligence.
• Improving financial visibility: Lack of process visibility sometimes leads to delays, bottlenecks, and operational blind spots. FlowForma’s real-time dashboards and reporting tools give CFOs instant oversight of financial workflows, enabling them to track progress, identify inefficiencies, and make data-driven decisions faster.
• Automating expense management: Manual expense approvals are time-consuming, error-prone, and delay financial reporting. FlowForma automates the entire expense lifecycle, from submission to approval, providing accuracy, accelerating approvals, and removing paperwork-driven inefficiencies.
• Ensuring compliance & reducing risk: Keeping up with changing financial regulations is resource-intensive. FlowForma empowers organizations to be audit-ready by automating compliance reviews, approval workflows, and the management of digital records. It reduces risk and makes regulatory reporting effortless.

FlowForma’s AI Copilot enhances automation by providing intelligent, step-by-step guidance on repetitive work and smart, intuitive workflow guidance, supporting businesses to stay ahead of the curve and accelerate finance process automation. With Copilot, businesses can quickly and easily build and digitalize any finance process in minutes - from expenses to POs to any other process - let the power of AI handle the hard work! 

Due to FlowForma's no-code user-friendliness, users construct their workflows using a drag-and-drop intuitive interface. Real-time reporting provides complete oversight into workflows, allowing teams to assess bottlenecks and improve performance.

FlowForma is more than a finance automation tool; it’s a full-scale process automation powerhouse. FlowForma eliminates financial process inefficiencies while giving CFOs and finance teams effective automated financial management systems.

Schedule a demo or start a free trial today to see FlowForma in action!