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Software Solutions for Finance & Operations

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Choosing the right software solutions is essential when moving your company forward. You want to ensure you are choosing software that aligns with your company's goals, meets the needs of stakeholders and scales with your organization. Cloud, hosted and on-premise software solutions choices are outlined below by order of functionality.


There are times when you need trusted software solutions experts.

The key to success is selecting the right partner. With this in mind, Armanino offers an integrated collection of services designed to meet the needs of both growing and established private and public companies. Every project is unique. And the needs of each client vary. That's why Armanino builds each engagement team based on the exact objectives of the project.

Download the Technology Partner Checklist to help you make the right choice for your organization.


We use our proven Rapid Implementation Methodology on every project.

Our protocol ensures that your software solutions are not only installed correctly, but that both technology and business stakeholders fully embrace it. When stakeholders are engaged, the key knowledge is transferred, user adoption increases, and the project's goals are met. Think of Armanino’s Rapid Implementation Methodology as your insurance that the project provides sustained business value.

Software by Product

Armanino conducts extensive research and testing before recommending the best in breed applications to our clients. You can be assured our certified implementation consultants understand your needs and provide the best technology tools to address your future growth.

Software by Functionality

Choosing the right software is essential when moving your company forward. You want to ensure you are choosing software that aligns with your company’s goals and meets the needs of stakeholders. Below outlines software choices by order of functionality and gives you a glimpse into the importance in each of these areas.

ERP Accounting

ERP Accounting

Accounting or Enterprise Resource Planning (ERP) software is the cornerstone of any complex organization's suite of tools. Tracking accounts receivable, accounts payable, general ledger and billing along with a host of other crucial business information should be performed in the most efficient and accurate way possible. ERP solutions offer an integrated view of your core business functions from supply (manufacturing, operations, and personnel) to demand (sales, service and fulfillment). ERP software allows cross-department data visibility and ensures a single source of truth for business operations: orders, production, supplier and vendor management, and financial management. When considering accounting software, you must find the one that fits your specific financial needs of your business and one that will scale with you as you grow.

Below are several preferred accounting software options recommended by the experts at Armanino.

  • Sage Intacct – Fast, economical and versatile cloud-based accounting software.
  • Microsoft Dynamics GP – Connecting the many moving parts of your organization, giving you better visibility into and control over what’s going on in your business.
  • Microsoft Dynamics 365 ERP – A business solution that supports financial, operational and administrative processes of multi-entity, multi-location, enterprise organizations.


Customer relationship management (CRM) enables companies to maintain superior customer retention rates, administer targeted marketing programs and support the entire sales cycle. Many organizations have multi-tiered sales channels, multiple sales divisions and extensive marketing requirements that only a robust, flexible CRM system can manage. CRM software can become the cornerstone of any business as the critical link between your customers and your sales, marketing and customer service teams. CRM tools have evolved to be a critical piece of a business IT infrastructure as they are easily implemented and quickly deployed.

Below are preferred CRM solutions recommended by the experts at Armanino.

  • Microsoft Dynamics 365 CRM – Integrates easily with other Microsoft solutions such as Dynamics AX, Dynamics GP, Outlook, Office 365, Lync, Skype, Yammer and SharePoint—unifying your front- and back-office systems for streamlined business processes.
  • Salesforce – Offers an array of cloud-based tools that increase productivity, keep pipeline filled with solid leads, and score more wins.
Budget Planning & Forecasting Services

Budget Planning & Forecasting Services

Establishing a budget is one of the most basic and yet most intricate items for every business. Corporate Performance Management (CPM) software moves a company from error-prone spreadsheets and manual processes to more reliable and accurate methods, reducing the potential for fatal errors. These applications use your company's financial data to help predict business expectations, forecast expenses, analyze budgetary information, predict business trends and a multitude of other data points important to the success and long-term growth of your business. Using the best applications possible to manage this process can be the difference between a competitive advantage and a blurry view of the health of your company.

Below is the preferred financial planning and analysis options recommended by the experts at Armanino.

  • Adaptive Insights – Providing comprehensive budgeting, planning and forecasting from an incredibly intuitive, spreadsheet-type interface in the cloud, available anytime, anywhere.
  • Solver – Automate and streamline financial and operational reports, consolidations, and budgeting and forecasting processes with a modern, user-friendly, cloud platform.
Business Intelligence

Business Intelligence

Business intelligence (BI) software can become the cornerstone of any business as it offers a more simplistic and easy-to-use interface than any other systems application. Constantly monitoring and collecting data from all your existing systems, the business intelligence software can synthesize data from any sources chosen and offer analysis and reporting, thereby put you in a position to make the most up-to-date and accurate recommendations for your company. BI tools are seeing a rapid adoption among most companies today as they are easily implemented and quickly deployed.

We’ve helped hundreds of clients, and we look forward to being your business intelligence partner. Learn more about the BI solutions we offer: 

  • Power BI – Power BI leverages your existing Microsoft technology to deliver business insights across your organization, via an interactive dashboard. The rapidly deployable analytics platform unifies your critical data and transforms it into rich visualizations that you can share anytime, on any device.
  • Workiva – Maximize value and better manage compliance, audit, financial and performance reporting.
Stock-based Accounting

Stock-based Accounting

Managing equity compensations can become tedious and costly. Using a stock option administration software solution provides companies with unprecedented visibility into equity compensation, making accounting and stock compensation management faster, smarter and easier. You can gain a robust administration platform coupled with a participant portal to provide your company with increased visibility and deliver results straight to your administrators and participants.

  • Certent – Resource saving equity management solutions for forward-thinking businesses.
  • Shareworks by Morgan Stanley  – Flexible equity management solutions for rapidly scaling businesses.
Finance Automation

Finance Automation

With increasing pressure to deliver fast and accurate financial information under more complex regulations, accounting departments need their staff to focus on more value adding tasks. Accounting process automation takes your mundane, routine and time consuming tasks and automates them. Companies gain insights into business performance and time to analyze trends to increase accuracy. Accounting process automation software enables segregation of duties, configures to your company’s approval process, and integrates with all ERP systems.

Below is the preferred finance automation solution recommended by the experts at Armanino.

  • BlackLine – A SaaS-based solution that works alongside your accounting system(s) to automate manual tasks and eliminate labor-intensive processes.


Choosing the right partner is just as important than choosing the right software. Armanino’s certified development, implementation and consulting team easily extends your existing software investment, syncing it with any other systems you use to run your business. We’ve completed more than 1,000 Cloud, hosted and on-premise implementations, customizations and integrations for a wide variety of industries. Our experienced team of consultants includes CPAs, IT professionals, industry operations experts and former CFOs, Controllers and FP&A managers, who understand your struggle to get the information you need, where and when you need it. We know finance and operations and can provide technology solutions to the pain points you experience on a daily basis.