Best project management software for finance teams in 2025

Finance teams need project management software that helps them coordinate budget planning, track month-end close processes, and manage financial reporting workflows efficiently. Whether you're planning annual budgets, coordinating quarterly forecasts, or managing the month-end close, the right tool keeps everything organized and moving forward. Instead of juggling spreadsheets, emails, and manual processes, these tools bring structure and visibility to finance operations.

With effective project management software, finance teams can organize budget cycles, track reporting deadlines, manage approval workflows, and coordinate with cross-functional teams—all in one place. These tools are especially valuable when you need to manage complex financial processes, ensure nothing falls through the cracks, and keep stakeholders informed without overwhelming them with details.

Best project management software for finance teams in 2025

Here are the top project management software solutions that help finance teams manage budget planning, track month-end close processes, and coordinate financial reporting workflows efficiently:

• Breeze
• Asana
• Monday.com
• ClickUp
• Smartsheet
• Wrike
• Airtable
• Trello
• Basecamp
• Notion

1. Breeze

• Pricing: Starts at $9 per user/month with all features included.
• Rating: 4.4/5 on Capterra

Breeze is simple yet powerful project management software that lets you manage finance workflows and projects effectively. Instead of juggling spreadsheets and emails, many finance teams use Breeze to organize budget planning cycles, track month-end close processes, manage financial reporting workflows, and coordinate with cross-functional teams. It gives you a clear workflow for finance needs, replacing scattered documents and email chaos with organized boards and task assignments. There's no steep learning curve—just the essential tools you need to keep financial processes organized and moving forward.

If you want to learn more about how Breeze supports finance team workflows, visit our detailed overview.

Finance project management key features:

• Budget planning workflows: Organize annual and quarterly budget cycles with clear stages, owners, and deadlines.
• Month-end close tracking: Track month-end close processes, reconciliation tasks, and reporting deadlines.
• Financial reporting coordination: Coordinate financial reporting workflows with clear task assignments and deadlines.
• Approval workflows: Track approval processes for budgets, forecasts, and financial reports.
• Cross-functional collaboration: Coordinate with other departments on budget planning and financial reporting.
• Document organization: Keep financial documents, reports, and analysis files organized with related projects.

Why Breeze is a great choice for finance project management:

• Flexible project management: Use Breeze's project management features to organize finance workflows your way.
• Process-focused organization: Treat budget cycles, month-end close, and reporting as projects with clear stages and owners.
• Deadline management: Never miss a reporting deadline or budget milestone with clear visibility.
• Team coordination: Keep finance team members and stakeholders aligned on financial processes.

What people think about Breeze:

"I love the email notifications for comments on important tasks + email reminders on projects and tasks. The time tracking functionality is great. I can analyze my team's performance and identify opportunities for improvements to efficiency."

Source: Capterra

2. Asana

• Pricing: Free for basic use, premium features start at $10.99 per user/month
• Rating: 4.5/5 on Capterra

Asana provides a flexible platform for task and project management, allowing finance teams to organize budget cycles, assign tasks, and monitor progress. Its collaboration features are particularly useful for finance teams working on complex financial processes, and the free plan makes it accessible for smaller teams.

Why Asana is a good choice for finance project management:

• Budget cycle organization: Organize work into projects for each budget cycle or reporting period.
• Deadline tracking: Set due dates and track reporting deadlines with calendar views.
• Task assignment: Assign tasks to team members and track progress across multiple processes.
• Cross-functional collaboration: Collaborate with other departments on budget planning and financial reporting.
• Timeline view: Visual timeline to plan month-end close and see how tasks connect over time.
• Mobile access: Manage projects and tasks from mobile devices.

If you're interested in tools similar to Asana then we have made a list of Asana alternatives.

What people think about Asana:

"I like how notifications are set up, and it constantly keeps me in the loop. I especially been saved a few times when it notifies me that I left a comment but forgot to post it."

Source: G2

3. Monday.com

• Pricing: Starts at $8 per user/month
• Rating: 4.6/5 on G2

Monday.com offers customizable workflows and automation features that can be tailored to finance team needs, from budget planning to month-end close. Its visual interface and automation capabilities help finance teams manage complex financial processes more efficiently.

Why Monday.com is a good choice for finance project management:

• Customizable workflows: Build workflows that match your finance team's specific processes.
• Budget tracking: Track budget cycles, forecasts, and financial plans with custom boards.
• Automation: Automate repetitive tasks like deadline reminders and status updates.
• Visual dashboards: Create dashboards to track month-end close progress and budget status.
• Approval workflows: Track approval processes for budgets and financial reports.
• Multiple views: Switch between board, timeline, calendar, and other views.

If you're interested in tools similar to Monday.com then we have made a list of Monday.com alternatives.

What people think about Monday.com:

"The visual layout allows me to quickly see where everything stands at a glance for me and my team. I also appreciate that it is sortable, customisable, and very easy to use so onboarding new staff is uncomplicated for the basic features. I use monday every single day to keep track of projects, tasks and my team."

Source: G2

4. ClickUp

• Pricing: Free for basic use, with premium plans starting at $9 per user/month
• Rating: 4.6/5 on Capterra

ClickUp is an all-in-one project management tool that offers features like task management, document sharing, and goal tracking, making it suitable for finance teams aiming to streamline their operations. Its free plan and comprehensive feature set make it a strong option for finance teams of various sizes.

Why ClickUp is a good choice for finance project management:

• All-in-one platform: Task management, documents, goals, and time tracking in one place.
• Budget workspaces: Create separate workspaces for different budget cycles or reporting periods.
• Customizable views: Switch between list, board, calendar, and timeline views.
• Deadline tracking: Set and track reporting deadlines and budget milestones.
• Document management: Store and organize financial documents, reports, and analysis files.
• Automation: Automate workflows to reduce manual work during busy periods.

If you're interested in tools similar to ClickUp then we have made a list of ClickUp alternatives.

What people think about ClickUp:

"ClickUp has everything we need to manage our projects. The free plan is great, and the all-in-one approach means we don't need multiple tools."

Source: Capterra

5. Smartsheet

• Pricing: Starts at $7 per user/month
• Rating: 4.4/5 on G2

Smartsheet provides a spreadsheet-like interface with project management features, including Gantt charts and collaboration tools, ideal for finance teams who need to track budget cycles and reporting deadlines. Its familiar spreadsheet format makes it accessible for finance teams comfortable with Excel.

Why Smartsheet is a good choice for finance project management:

• Spreadsheet interface: Familiar Excel-like interface that's easy for finance teams to learn.
• Budget tracking: Track budget cycles, forecasts, and financial plans in spreadsheet format.
• Gantt charts: Visual timeline view for planning month-end close and tracking deadlines.
• Reporting coordination: Track financial reporting workflows and deadlines.
• Collaboration tools: Share sheets, add comments, and collaborate in real-time with team members.
• Automation: Automate workflows and notifications to save time during busy periods.

What people think about Smartsheet:

"The collaboration within the team has improved significantly. I also find the filters to be very useful. We moved our trackers from Excel to Smartsheet, and it works much better now, even in terms of how it feels to use. I have to say, the forms have made things a lot easier for us. I really like the tick boxes - something soo simple, but makes a bit difference."

Source: G2

6. Wrike

• Pricing: Free plan available, paid plans start at $9.80 per user/month
• Rating: 4.2/5 on G2

Wrike is a collaborative work management platform that helps finance teams plan projects, track progress, and collaborate effectively. Its robust features and free plan make it suitable for finance teams that need advanced project management capabilities.

Why Wrike is a good choice for finance project management:

• Project planning: Advanced planning tools with Gantt charts and task dependencies.
• Budget cycle management: Organize budget cycles and financial processes into projects with clear workflows.
• Custom workflows: Create workflows that match your finance team's processes.
• Reporting and analytics: Track project progress and team performance with reports.
• Free plan: Basic features available at no cost.
• Integration capabilities: Connect with other tools your finance team uses.

If you're interested in tools similar to Wrike then we have made a list of Wrike alternatives.

What people think about Wrike:

"I appreciate Wrike because it allows us to customize our workflow and adjust it over time to create the ideal platform. Over time it feels like it we designed it ourselves. The customer care team was helpful when we were starting out."

Source: G2

7. Airtable

• Pricing: Free plan available, paid plans start at $10 per user/month
• Rating: 4.6/5 on G2

Airtable combines the familiarity of spreadsheets with the power of a database, making it ideal for finance teams who need to track budget data, manage reporting workflows, and organize financial information. Its flexible structure works well for finance teams with diverse data management needs.

Why Airtable is a good choice for finance project management:

• Spreadsheet-like interface: Familiar spreadsheet view that's easy for finance teams to use.
• Budget database: Organize budget data, forecasts, and financial plans in one place.
• Multiple views: Switch between grid, calendar, kanban, and gallery views.
• Reporting workflow tracking: Track financial reporting workflows and deadlines.
• Document organization: Attach financial documents and reports to records.
• Free plan: Basic features available at no cost for small teams.

If you're interested in tools similar to Airtable then we have made a list of Airtable alternatives.

What people think about Airtable:

"I like the fact that Airtable can be used as the central foundation for storing data coming in from different sources and manage them in different tables."

Source: G2

8. Trello

• Pricing: Free plan available, paid plans start at $5 per user/month
• Rating: 4.8/5 on Capterra

Trello's board and card system offers a visual approach to project management, making it easy for finance teams to track budget cycles and reporting workflows. Its simplicity and adaptability make it a popular choice for finance teams that want something easy to learn and use, especially during busy reporting periods.

Why Trello is a good choice for finance project management:

• Visual boards: Simple card-based interface that's easy for finance teams to understand and use.
• Budget cycle organization: Create boards for each budget cycle or use lists to organize by process type.
• Free plan: Basic features available at no cost for small finance teams.
• Deadline tracking: Set due dates on cards and use calendar view to see all deadlines.
• Easy collaboration: Assign tasks, add comments, and share files directly on cards.
• Mobile apps: Access boards and manage tasks from mobile devices.

If you're interested in tools similar to Trello then we have made a list of Trello alternatives.

What people think about Trello:

"Trello is perfect for our finance team. It's simple enough for everyone to use, and the visual boards help us track budget cycles and month-end close processes."

Source: Capterra

9. Basecamp

• Pricing: Personal plan is free, Business plan starts at $99/month flat rate
• Rating: 4.1/5 on G2

Basecamp is simple project management software that helps finance teams keep track of what needs to be done without getting lost in unnecessary complexity. Its flat-rate pricing and simple interface make it a good choice for finance teams that want straightforward project management with built-in communication.

Why Basecamp is a good choice for finance project management:

• Simple task lists: Create, assign, and check off tasks with to-do lists that are easy to manage.
• Budget cycle projects: Create separate projects for each budget cycle or reporting period.
• Centralized workspace: Tasks, messages, files, and schedules live together so nothing gets lost.
• Real-time communication: Built-in messaging and comment threads keep everyone on the same page.
• Flat-rate pricing: Predictable monthly cost regardless of team size.
• Stakeholder access: Share specific projects with stakeholders without giving them full access.

If you're interested in tools similar to Basecamp then we have made a list of Basecamp alternatives.

What people think about Basecamp:

"Basecamp's simplicity is perfect for our finance team. The flat-rate pricing works well for our budget, and everyone finds it easy to use."

Source: G2

10. Notion

• Pricing: Free plan available, Team plan starts at $8 per user/month
• Rating: 4.5/5 on G2

Notion is flexible project management software that combines to-do lists, calendars, and documentation in one clean workspace. It gives finance teams a simple way to create tasks, organize budget cycles, and stay on top of reporting deadlines, while also serving as a knowledge base for finance procedures and reporting requirements.

Why Notion is a good choice for finance project management:

• All-in-one workspace: Tasks, documents, wikis, and notes in one organized space.
• Budget databases: Create databases to track budget cycles, forecasts, and financial plans.
• Knowledge base: Build a knowledge base for finance procedures and reporting requirements.
• Task management: Create tasks in lists, boards, or calendars.
• Document organization: Store and organize financial documents, reports, and analysis files.
• Free plan: Basic features available at no cost for small teams.

If you're interested in tools similar to Notion then we have made a list of Notion alternatives.

What people think about Notion:

"Notion helps our finance team keep everything in one place. We use it for project management, budget tracking, and as a knowledge base for finance procedures."

Source: G2

Takeaway

The best project management software for finance teams goes beyond basic task tracking. It helps you organize budget planning cycles, track month-end close processes, manage financial reporting workflows, and coordinate with cross-functional teams—all in one place. Whether you're a small finance team or part of a larger organization, project management tools bring structure to financial processes, improve collaboration, and help you stay on top of deadlines. Look for software that fits your workflow, integrates with your existing tools, and provides the right balance of features for your specific needs. With the right project management tool, you can keep budget cycles organized, reporting workflows tracked, and financial processes moving forward—all while staying focused on delivering accurate and timely financial information.