Junxure
Financial Advisory Practice
CRM and practice management platform by AssetMark for financial advisors with workflow and document management.
Per seatWorkflow AutomationDocument Management
Alternatives to Hubly
- 1Financial Workflow Automation, Financial Advisory Practice
- 2Financial Workflow Automation
Wealthbox
Financial Workflow Automation
CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.
AI powered meeting notes and follow up generationCompliance and audit trail managementIntegration with compliance and back office toolsPrice$45+ / user / month
- 3Financial Workflow Automation, Workflow Automation
Kotive
Business Process Automation
Business workflow automation platform with pre-built workflow templates for HR, finance, and operations processes.
Data collection and form managementMobile and remote accessPrice$9+ / user / month
- 4Financial Workflow Automation
Bullet
Financial Workflow Automation
Modern accounting software combining bookkeeping automation with smart financial insights for UK-based businesses.
Accounting SoftwareAI for AccountingPrice$33.55 / month
- 5Financial Workflow Automation
Financial Workflow Automation
Accounting, bookkeeping, and tax platform built for startups with AI-first workflow automation.
Tiered plansAccounting SoftwareAI Tax PreparationPrice$299+ / month
- 6Financial Workflow Automation, Workflow Automation
Positon AI
Financial Workflow Automation
AI-powered SaaS that delivers M&A workflow automation plus startup tools for cap-table management, virtual data rooms, and investor engagement.
Soc 2 type 2 certificationUnlimited storage and user access - 7Financial Workflow Automation
SolveXia
Financial Workflow Automation
Finance automation platform for reconciliations, reporting, and data-driven processes without code.
Free planGDPRSOC 2Financial Close ManagementFinancial Reporting - 8Financial Workflow Automation, Workflow Automation
Automatisch
Workflow Automation
Automatisch is an open-source Zapier alternative for self-hosted workflow automation.
Free planLow-Code/No-CodeBusiness Process Automation - 9Financial Workflow Automation, Client Portal Software
Senta
Accounting Firm Management
UK practice management platform for accountants offering workflow automation and CRM.
Free trialPer seatWorkflow AutomationDocument ManagementPrice$33.55+ / user / month
Starting price: below the category median. - 10Financial Workflow Automation
Liveflow
Financial Workflow Automation
Financial reporting automation platform that connects QuickBooks and Xero to Google Sheets with live syncing and templates.
Human in the loop approval workflowPrice$100 / month
