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FINANCE SOFTWARE FOR MIDSIZE BUSINESS

Operate with confidence on a trusted platform.

Run your midsize business smarter and faster by simplifying your finance back office. ²ÝÝ®ÊÓÆµ GO brings financial operations and reporting onto the trusted ²ÝÝ®ÊÓÆµ platform with AI agents that reduce manual work, improve accuracy, and help your team focus on what matters.

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Activate up to 25% faster with ²ÝÝ®ÊÓÆµ Deployment Agent.?

Use conversational AI to get fast, accurate answers, reclaiming hours per issue so projects move faster and stay on budget.

Eliminate process bottlenecks with ²ÝÝ®ÊÓÆµ BP Optimize Agent.

RSee where work gets stuck and get recommended best?practice changes with BP Optimize Agent scanning your ²ÝÝ®ÊÓÆµ processes.

FINANCE SOFTWARE CAPABILITIES

Fast time to value with full control.

Be confident in your accounting.

Automatically create accounting entries for an in-the-moment view into consolidated financial performance. When you bring your finance processes together on the trusted ²ÝÝ®ÊÓÆµ platform with governed AI agents, you can avoid waiting for period-end to get the answers you need.

  • Multidimensional?general ledger

  • Anomaly detection by AI agents

  • Real-time financial reporting

  • Streamlined period close tasks

  • Consolidation across entities

  • Asset management

  • Always-on audit trail

Account Desktop

Accelerate your cash flow.

Streamline and automate your invoice-to-collections process. With customer and collections data on the ²ÝÝ®ÊÓÆµ platform and AI agents automating repetitive tasks, you can increase the accuracy of invoices, accelerate cash flow, and reduce Days Sales Outstanding.

  • Automated billing and collection cycles

  • Real-time AR aging balances

  • Revenue recognition schedules

  • Comprehensive customer profiles

  • Centralized revenue reporting

  • Auto-apply customer payments

Revenue Collections Desktop

Control spend with better visibility.

Provide your back-office teams with the ability to enforce spending policies and identify cost-saving opportunities. Make expense reporting easy with a fast, intuitive way to capture and submit expenses on the go, with AI agents helping check details and reduce manual work.

  • Accounts payable automation

  • Supplier management

  • Mobile expense entry and approval

  • Timely payments and reimbursements

  • Embedded reporting and analytics

Expenses Mobile

Lock down compliance and security.

Gain?full visibility into who did what and when with tracking on every transaction¡ªhelping you identify risks and manage internal audits with up-to-the-minute data on the secure ²ÝÝ®ÊÓÆµ platform with embedded AI.

  • Embedded audit and controls

  • Self-documenting audit trails

  • Configurable controls

  • Audit reports and dashboards

  • Segregation of duties

  • Built-in security

Audit and Controls Desktop

Make smarter decisions, faster.

Generate financial reports with confidence, using real-time, reliable data¡ªby bringing all your processes and data together on the ²ÝÝ®ÊÓÆµ platform. When your financial processes and data live together and AI helps surface the right details, you get the visibility you need to make smarter decisions and drive better business outcomes.

  • Real-time reporting by any dimension

  • Actionable data with drill-down capability

  • Consolidated financial statements

  • Budget to actuals reporting

  • Hundreds of prebuilt configurable reports

  • Create and share dashboards

Financial Reporting Desktop
Ascendex Underwriters logo

¡°²ÝÝ®ÊÓÆµ was a natural fit for our model: one version of the truth, real-time data and a scalable foundation. That¡¯s what we needed, and ²ÝÝ®ÊÓÆµ delivered.¡±

Andr¨¦e Bourgon??
Co-Founder and COO
Ascendex Underwriters

Finance Demo Screenshot

WORKDAY GO FOR FINANCE TOUR

Dive into our product.

From accounting and expenses to reporting and audit management¡ªcheck out how ²ÝÝ®ÊÓÆµ GO simplifies every important aspect of finance for you midsize business.

FAQ

Questions? We have answers.

What is financial management software?

Financial management software helps businesses manage income, expenses, assets, and overall financial performance in once place. It automates and streamlines core activities such as budgeting, accounting, and reporting, and provides real?time visibility into cash flow and results so leaders can make more confident decisions. Modern financial management systems increasingly use AI to reduce manual work, improve accuracy, and surface insights faster.

Enterprise resource planning (ERP) is not a single standalone product; it¡¯s a category of software that covers many different applications. Financial management software focuses on managing your company¡¯s money¡ªthings like accounting, cash flow, budgeting, and reporting. ERP software is a broader category that brings multiple functions together, such as finance, HR, supply chain, and operations, in a single system. The finance and accounting part of an ERP system automates processes like accounts payable and receivable, tracks revenue and expenses, and produces financial reports that support better decisions. Increasingly, ERP platforms also use AI to automate routine work and highlight risks or opportunities across the business.

Choosing the best finance software for your company is a significant decision that can impact efficiency, adaptability, and overall business performance. It helps to start with a clear list of requirements: which financial processes you need to support, how many systems you want to replace, and what role AI and automation should play. From there, you can compare vendors on ease of use, integrations, reporting, and total cost of ownership. To make this easier, you can use our free tools and buyer¡¯s guide to structure your evaluation and shortlist solutions that fit your needs.

For midsize businesses, investing in an ERP platform can be a key step in moving beyond spreadsheets and disconnected tools. A modern ERP brings accounting, finance, HR, and operations into one system, which helps increase productivity, reduce manual work, and keep data consistent across the business. The ²ÝÝ®ÊÓÆµ platform unifies these areas and adds built?in AI and automation to streamline workflows, improve visibility, and support more confident, faster decisions as you grow.

AI automates routine activities such as invoice processing, matching payments, running checks during close, and answering complex questions about transactions or balances. In modern systems, AI agents can continuously scan financial data for anomalies, missing information, or policy issues, and then suggest or take actions like flagging an error, proposing a correction, or routing a task to the right person. This helps midsize businesses reduce manual work, improve accuracy and compliance, and get a more up?to?date view of financial performance so leaders can make faster, more confident decisions.

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Get in touch.

See ²ÝÝ®ÊÓÆµ GO in action.