Finance Software: Ideal for Your Business

You've made the decision: your company needs finance software. It's something your users and clients are urgently asking for, and it’s finally time to take the leap into new technology. So, what should you do now? Don't worry, in this blog, you'll find all the answers to your current doubts.

The research stage is complete, but let's go over it again, shall we? When we talk about finance software, we refer to "a platform for managing a company's finances, either locally or in the cloud, allowing better tracking of accounting and automation of administrative tasks to optimize strategic planning and business accounts," as defined by BBVA.

Let's take a look at the types of software you can choose for these kinds of tasks.

Top Finance Software for 2025

In 2025, financial technology not only continues to grow but has become essential for business efficiency and personal financial health. Here are the leading platforms making waves this year:

Prophix One™

Prophix One™ has been recognized by G2 as one of the best corporate finance software solutions for 2025. This new platform from Prophix integrates artificial intelligence to automate financial processes such as budgeting, forecasting, and strategic planning. Its focus is on freeing finance teams from routine tasks, allowing them to concentrate on value-added analysis. Additionally, its intuitive interface and financial scenario prediction capabilities make it a key tool for medium and large companies looking to anticipate market changes and improve their resilience.

Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance continues to establish itself as a comprehensive solution for the financial management of large organizations. Its strength lies in automating complex accounting tasks, reducing financial close times, and optimizing expense control through AI-driven analytics. As part of the Microsoft ecosystem, Dynamics 365 naturally integrates with other business tools like Power BI, Office 365, and Azure, providing a robust platform for companies seeking agility, regulatory compliance, and global scalability.

NetSuite ERP (by Oracle)

NetSuite ERP, developed by Oracle, is solidified as one of the most comprehensive cloud-based business management systems available. As a modular solution, it allows companies to manage everything from finances to CRM and e-commerce operations on a single platform. This integrated architecture facilitates scalability without the need for heavy local infrastructures, ideal for medium to large companies planning rapid expansion. NetSuite also stands out for its powerful automation tools and real-time financial reporting, essential for agile decision-making.

Jedox

Jedox has been named in Gartner's Magic Quadrant as one of the leaders in financial planning and analysis solutions. Its value proposition is based on facilitating collaborative planning across departments, allowing the integration of financial and operational data into a single accessible and user-friendly platform. With Jedox, organizations can budget, simulate scenarios, and make accurate predictions, all without requiring extensive technical knowledge. This has led to its rapid adoption among companies seeking a flexible tool to connect strategy, operations, and finance effectively.

YNAB (You Need A Budget)

YNAB remains in 2025 one of the most popular and effective personal finance software solutions for individuals, couples, and freelancers. Based on its proactive budgeting system, YNAB teaches users to assign every dollar to a specific goal, promoting saving, spending control, and debt elimination. More than just an expense tracker, YNAB is a financial behavior change methodology that helps users develop strong habits and sustainably improve their relationship with money. Its intuitive app, available on multiple devices, makes it easy to keep track of budgets at all times.

Rootstack and Our Experience in Corporate Finance Software Projects

At Rootstack, we have had the privilege of working closely with renowned financial institutions in the region, helping them digitize their processes and providing them with optimized web applications and sites to serve their thousands of clients and users.

For a Panamanian digital microcredit platform offering loans to customers of affiliated merchants, a team of developers took on the challenge of improving the user and merchant portal by creating new functional modules, automating administrative processes, integrating credit cancellation management and device configuration, and fixing backend errors.

Technologies such as Next.js, .NET, Infobip, MongoDB, and Docker were used to build a more robust and efficient platform. Despite challenges such as lack of documentation and differences in technology versions, the project optimized operations, reduced manual workload, and added economic value through the implementation of new functionalities that will facilitate expansion into other markets.

Trust us as your ideal digital partner, contact us.

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