Best Finance Apps for iPad
View:
Compare the Top Finance Apps for iPad as of January 2026
Sort By:
What are Finance Apps for iPad?
Financial software is a broad category of financial software. Finance software provides all the necessary tools to record, store, manage, analyze and process financial information, accounting, trading, records, bills, transactions, and more. Compare and read user reviews of the best Finance apps for iPad currently available using the table below. This list is updated regularly.
-
1
onPhase
onPhase
Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP. -
2
Odoo
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.Starting Price: $25.00/month/user -
3
NMI Payments
NMI
NMI Payments is an embedded payments solution that lets SaaS platforms, Software companies and ISVs integrate, brand, and manage payment acceptance directly within their software—without becoming a PayFac or building complex infrastructure. As a full-stack processor, acquirer, and technology partner, NMI handles onboarding, compliance, and risk so you can stay focused on growth. The modular, white-label platform supports omnichannel payments, from online, mobile and in-app to in-store and unattended. Choose from full-code, low-code, or no-code integration paths and launch in weeks, not months. Built-in risk tools, flexible monetization, and customizable branding help you scale faster while keeping full control of your experience. With NMI’s developer-first tools, sandbox testing, and modern APIs, you can embed payments quickly and confidently.Starting Price: Contact us -
4
Podium
Podium
Podium is a comprehensive AI-driven lead management and communication platform utilized by over 100,000 businesses seeking to enhance customer acquisition and retention. At the heart of Podium’s innovation is its AI employee, which ensures businesses respond to incoming leads instantly around the clock, dramatically improving conversion rates and revenue growth. The platform assists businesses in generating more customer reviews, improving their Google rankings, and unifying their lead channels into a single, manageable dashboard. Through the web and mobile applications, businesses can call and text customers, send payment links for quick transactions, and deploy bulk messaging campaigns to boost repeat sales. Podium’s powerful AI-driven automations seamlessly manage customer interactions across multiple communication platforms, providing accurate and timely responses that help drive sales.Starting Price: $399 per month -
5
Square 9
Square 9
Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.Starting Price: $50/month/user -
6
My Member Software
My Member Software
My Member Software is User friendly frontend member administration, open source and downloadable. Associations, Clubs, Foundations and even companies can administrate their members and it is integrated in the CMS Joomla, but can also run beside a Wordpress or Drupal website. Member administration independend on time and place! Available in a do-it-yourself version or with us included, for a hassle free complete setup. We are also looking for partnerships with Accounting firms and webdesigners. -
7
FPS GOLD Banking Software
FPS GOLD
FPS GOLD has been providing core banking, mobile and online banking, wire transfer software, and a content management system to financial institutions for over 55 years. Our mission is to help financial institutions compete, profit, and thrive by providing flexible and robust software that's paired with unmatched customer service. With FPS GOLD, you get more because WE ACTUALLY CARE. Don't believe us? Test it yourself. -
8
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.Starting Price: Free -
9
eimmigration by Cerenade
Cerenade
eimmigration is case management software built to help law practices and non-profits simplify immigration casework. Legal professionals use it to save time, advance cases faster, streamline immigration forms, improve client communications, and grow their practices. eimmigration is backed by Cerenade, a leader in legal software development, and informed by 30+ years of client feedback. This all-in-one system includes tools to manage your cases, forms, clients, and practice from one place.Starting Price: $55 per user per month -
10
Automation Anywhere
Automation Anywhere
Automation Anywhere is the leader in Agentic Process Automation (APA), putting AI to work across organizations. The company’s platform is powered with specialized AI agents, generative AI, and offers process discovery, RPA end-to-end process orchestration, document processing and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, improve customer experiences and create new revenue streams. The company is guided by its vision to fuel the future of work by unleashing human potential through Agentic AI-powered automation.Starting Price: $750.00 -
11
WeChat
Tencent
Whether you want to send messages or share photos and videos, you can chat freely through WeChat. Wherever you go, you can immediately get in touch with the people you care about using WeChat. Search and add friends directly via WeChat ID or mobile number. Start chatting once your friend request has been accepted. On Moments, you can share your life's favorite experiences using photos or videos with your friends, and also see your friends' Moments at any time. Let's share on Moments! Get face-to-face with your friends and family instantly via WeChat. WeChat allows you make free video and voice calls no matter where you are with one friend or a group of friends. If you're unable to express your feelings in words, then send a sticker to make your chats more fun. Designed by talented artists around the globe, WeChat's Sticker Gallery offers users free downloads and sending of countless fun stickers. Come and select your favorite stickers to chat with your friends!Starting Price: Free -
12
Kissflow
Kissflow
Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations. We help solve two main challenges in the enterprise: The first is the custom application backlog. Enterprise IT teams say “not now” to most custom application requests from business teams. While important to a department, they aren’t vital enough to engage limited IT bandwidth. Kissflow gives internal developers a hyper-fast platform to build various applications quickly. The second is starting a citizen development program. Process owners are scattered throughout the organization and need a standard, approved, and governed way to build automated applications that are a step up from spreadsheets. With its simple no-code design, patented rules engine, and comprehensive governance module,Starting Price: $1500 per month -
13
SportsPlus
Thapos Inc
Modern and feature-rich sports management software platform for clubs, leagues, governing bodies, tournament operators, sports facility managers, teams, coaches, officials, players, and parents. Mobile-friendly and secure all-in-one sports platform to manage registrations, payments, scheduling, teams, leagues, tournaments, facilities, communication, fundraising, members, website, and mobile app. A complete solution to run all types of tournaments. Allows efficient scheduling of sports facilities and online facility booking. Run membership programs and take care of members. In-built team app, including mobile app for all organization teams to manage team communication, live chat, scheduling, roster, player availability, volunteers, and pictures. Integrated player portal to manage player performance, profile, and family members. All-in-one sports platform for both organizers and participants.Starting Price: $49 per month -
14
Substack
Substack
A place for independent writing. Start a newsletter. Build your community. Make money from subscriptions. Publishing is free, with no limits. We only make money when you do. Your email list is your community. When you start a Substack, you get: - Your own email list - A website for all your posts - Community features - Audio, video, images, GIFs, and more - Control over what’s free and what’s only for your paying subscribers It takes less than a minute to get started. Build your audience on Substack, or bring them over. When you're ready, you can add paid subscriptions. We take care of the details so you can focus on writing. Top writers on Substack make hundreds of thousands of dollars a year. When readers pay writers directly, writers can focus on doing the work they care about most. A few hundred paying subscribers can support a livelihood. A few thousand makes it lucrativeStarting Price: Free -
15
Patreon
Patreon
Change the way art is valued. Let your most passionate fans support your creative work via monthly membership. On Patreon, you can let your fans become active participants in the work they love by offering them a monthly membership. You give them access to exclusive content, community, and insight into your creative process. In exchange, you get the freedom to do your best work, and the stability you need to build an independent creative career. Stop rolling the dice of ad revenue and per-stream payouts. Get recurring income through monthly payments from your patrons. Create what you want and what your audience loves. You don’t have to conform to popular taste or the constraints of ad-based monetization models. No ads, no trolls, no algorithms. Enjoy direct access and deeper conversations with the people who matter the most. If you’re ready to take your work to the next level and willing to open your heart to your audience, Patreon is for you.Starting Price: 5% of Patreon income earned -
16
Locals
Locals.com
Control your Destiny. Locals is for independent creators. Publish your content, engage with your supporters and make money from subscriptions. We empower creators to be independent. Creators should be their own publishers. We provide the tools creators need to publish, operate, and grow all in one place. Create a stable revenue stream via subscription and grow your business with Locals. Build your community. Control your destiny. Make money from subscriptions. Own your data. Leverage your network. Create a community under your brand. Set the tone with your guidelines and build your own page. Locals will provide all the tools needed to manage your community with ease. With a set tier system, creating a subscription is simple; just set a price. Supporters will have access to your exclusive content and participate in the community.Starting Price: Free -
17
Innsoft
Innsoft
At Innsoft, we pride ourselves on providing straightforward, value-oriented hotel management software. Streamline your hotel operations & more with our intuitive & fully customizable hotel software and motel software. Here at Innsoft we focus on hotel management software for independent, small and mid-sized properties with up to 350 rooms. Check-Inn hotel software by Innsoft is a flexible, easy-to-use, Windows based property management system that is trusted by thousands of hotels nationwide. Our in-house, U.S. based, support experts provide excellent customer service making training and operations quick and efficient Connect-Inn channel manager allows you to instantly manage 100+ travel portals from a single platform while reservations book instantly into your hotel management software. Include the Connect-Inn Booking Button to allow reservations to be made directly from your property’s website.Starting Price: $899.00 -
18
EthosData
EthosData Virtual Data Room
Close your M&A, IPO or fundraising deal faster with EthosData. A simple, secure and quick data room service to simplify your transaction. Using our award-winning service of easy-to-use data rooms and experienced teams of professionals, multiple parties can work on a deal’s confidential information. Our virtual data room has been used by 100,000+ user and we have helped to close $900+ billion deal value. You focus on your deal. We'll focus on your documents.Starting Price: $180/month -
19
Flectra
Flectra HQ
The Fastest Growing Open Source ERP & CRM Software With over 10,000 users worldwide, Flectra is the fastest-growing open-source ERP and CRM solution, trusted by businesses of all sizes. Our platform is designed to be flexible, feature-rich, and cost-effective, catering to a wide range of business needs. Built with a powerful modular design, Flectra covers every essential aspect of your business, including CRM, Purchase, CMS, Project Management, Sales, Inventory, Point of Sale, Helpdesk, Accounting, Human Resources, Manufacturing, and Marketing Automation. Our mission is to provide businesses with the tools they need to succeed in a competitive marketplace. Flectra’s customizable modules seamlessly integrate to offer a holistic, next-generation business management system that adapts to your unique processes. Experience the future of business management with Flectra—where innovation meets efficiency.Starting Price: $19/month/user -
20
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
21
Legalesign
Legalesign
Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.Starting Price: £6.00 ($9.00) -
22
NeatBooks
Neat
Scan your receipts. Manage your transactions. Reconcile your books - all in one screen. Say hello to the future of bookkeeping. Easily reconcile all your transactions. Match receipts and invoices to corresponding transactions. Neat will suggest matches for each transaction and let you reconcile all transactions all in one screen. Neat is accelerating small businesses’ transition to a world where keeping books is simple, frictionless, instant and automated. We do this by helping businesses track, manage and centralize their financial data to be prepared for tax time and stay informed about the health of their business. We proudly support over 100,000 small businesses throughout North America and strive to find new ways to simplify accounting for our customers.Starting Price: $99.99 per year -
23
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
24
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
25
OnBase
Hyland
OnBase is a content services platform that provides turn-key industry and departmental solutions tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOB applications such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase can automate business processes so teams can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT. OnBase aims to speed up processes and reduces costs by capturing important information into a single system so users can manage data, documents and processes. Workflow can be configured to address departmental, industry and enterprise challenges. The solution also provides low-code application development and a range of multichannel capture options. OnBase can integrate with existing systems and provide access to e -
26
SER Doxis Intelligent Content Automation
SER Group
Doxis Intelligent Content Automation (ICA), the next generation of enterprise content management (ECM), is an AI-powered platform designed to bridge and automate content across a wide range of business applications. Doxis delivers a contextualized content experience and creates a future-ready digital workplace. Helping firms to achieve a faster time-to-value, reduce IT bottlenecks and accelerate digital transformation, Doxis ICA empowers users to quickly and easily customize and roll out content apps. The Doxis Fast Starter library provides many pre-configured and easily customizable workspaces for sales, purchasing, service, legal, etc. and for specific sectors like insurance. The Doxis platform also offers standardized solutions for document management, invoice automation, contract management and human resources, in addition to solution suites for business-critical areas like purchase-to-pay. Analysts recognize SER as a leader of the ECM market. -
27
Playbook
Playbook Technologies
Playbook empowers all creators to build and grow their own subscription business. We also collaborate with industry leaders to provide premium experiences with advanced solutions. Fans get an all-access pass to a curated health and wellness experience without the price tag. Seamlessly create and post workouts, engage with your community, and track your performance — all through our app. We take care of everything — customer support, email marketing, custom brand design, and so much more. -
28
DocStar
DocStar
Manage all your content easier and smarter with DocStar ECM and DocStar AP Automation. Scalable, collaborative, and feature-rich, DocStar ECM empowers growing businesses to make better and smarter business decisions and to deliver quick ROI with intelligent data capture, smart workflows, and retrieval and deep business insights. Available as a cloud-based service and on-premises solution, DocStar ECM allows teams to work more efficiently, anywhere and anytime, using any device. The solution can also be integrated with accounting, ERP, HRIS, EMR, and other business applications. Document management and automated AP solutions in the cloud or on-premises. Powerful, affordable, easy to use. Empower your team with DocStar AP Automation. Learn all about automating accounts payable with AP360. Create and process secure, easy to use e-forms to capture, verify, approve, and integrate data with core business systems. -
29
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
30
Co.tribute
Co.tribute
Onboard instantly, increase conversions and expand wallet share. Deliver the digital experiences your customers have come to expect. Our white-labeled solution includes digital account opening, loan origination, cross selling and business intelligence. Works with your core banking system. Rapidly roll out charitable financial experiences that increase member engagement and unlock referrals. Transform your digital user experience, not your back-office processes and systems. Loan origination and account opening for community banks with the business intelligence, smart marketing automation and slick user experience needed to compete with fintechs. Pre-fill applications for additional products with customer's existing information.
