Industry Software·Standings

Insurance Financial Management Software

Insurance financial management tools help organize insurance finance work. Review how each tool handles accounting, consolidation, reporting, planning, and data connections, and see which platforms it supports.

The board shows a signal score out of 10, plus marks for a public API, open-source code, and a free tier. Use those signals alongside the feature and deployment comparisons.

  • 13 platforms
  • 5 with a public API on this page
  • Checked 28 Sept 2026
  1. 1
    IP
    IBM Planning Analyticsibm.com

    Budgeting software for web, desktop and mobile, from $875, with a free trial.

    6.3 APIOpenFree —
  2. 2
    MD
    Microsoft Dynamics 365 Salesmicrosoft.com

    Sales software with browser, phone and API access; paid plans start at $65 per user per month.

    6.2 APIOpenFree —
  3. 3
    O
    OneStreamonestream.com

    Financial planning software for budgeting, forecasting and scenarios, with web and self-hosted options.

    5.6 APIOpenFree —
  4. 4
    SB
    SAP Business Onesap.com

    Business management software with finance, stock tracking and order tools for web, desktop and mobile.

    5.6 APIOpenFree —
  5. 5
    V
    Venavenasolutions.com

    Financial software for setting budgets and projecting results, with browser and desktop access.

    5.5 APIOpenFree —
  6. 6
    WE
    Workday Expensesworkday.com

    Expense software for company and payee costs, with reports, authorizations, advances, cards and travel records.

    5.5 APIOpenFree —
  7. 7
    A
    Anaplananaplan.com

    Anaplan describes itself as an AI-driven scenario planning and analysis platform designed to optimize business decision-making.

    5.5 APIOpenFree —
  8. 8
    PO
    Prophix Oneprophix.com

    Planning software for budgeting and forecasting, available on the web.

    5.2 APIOpenFree —
  9. 9
    F
    Flexiflexi.com

    Flexi is accounting software built for insurance and financial institutions with multi-entity and multi-book capabilities.

    5.2 APIOpenFree —
  10. 10
    P
    Planfulplanful.com

    Planning software for budgeting, forecasting and scenarios, available on the web.

    5.1 APIOpenFree —
  11. 11
    SP
    Sage Planningsage.com

    Cloud planning software for budgets, forecasts and scenarios; it connects with Sage Intacct or other ERPs.

    4.7 APIOpenFree —
  12. 12
    A
    Ascenduseascend.com

    Cloud-based software for insurance accounting, accessed through a browser.

    4.0 APIOpenFree —
  13. 13
    DG
    DICEUS General Ledger Platform for Insurancediceus.com

    Insurance ledger software for consolidation and regulatory reports, with API data connections.

    3.9 APIOpenFree —

Places #1, #2, #3, #4, #5 on this board are open to sponsors. Take #1 · Other ways to advertise

How to choose

Which finance features should I compare?

Assess the insurance accounting, consolidation, regulatory reporting, and planning capabilities in relation to the tasks your team handles.

Check data connectors too, so you can assess how a tool connects to the systems you already use.

Which platforms does the software need to support?

Consider where your team will use the software, including web, API, iOS, Android, self-hosted, or Windows options.

An API is a way for software systems to exchange information. Check the platform details for the tools you are considering.

How should I compare plans and pricing?

Look at the lowest listed paid price and check whether the tool offers a free trial. The listed tools have no free plans, while two offer a free trial.

Pricing is listed on request for Ascend, DICEUS General Ledger Platform for Insurance, and Sage Planning.

Can I use the software without a paid plan?

The listed tools do not have free plans. A free trial may be available for some tools, so check the individual listing for trial details.

Questions

What should I look for in insurance financial management software?

Match your team's needs to each tool's insurance accounting, financial consolidation, regulatory reporting, planning, and data connector features.

Does insurance financial management software have a free plan?

The listed tools have no free plans. Two offer a free trial.

Which platforms can insurance financial management software run on?

Options shown across the list include web, API, iOS, Android, self-hosted, and Windows. Check each tool's listing for its supported options.

How can I compare insurance software pricing?

Review the paid starting price and trial availability. Pricing is listed on request for Ascend, DICEUS General Ledger Platform for Insurance, and Sage Planning.

What does an API mark mean on the board?

It indicates a public API, a way for other software systems to exchange information with the tool.

Some top positions on this board can be paid placements, standing where they were sold. The facts on each platform are not for sale. How we rank · Disclosure