Best Project Management Software for Finance Teams

Scoro stands out for finance teams that want project work and money matters in the same system. It combines project planning with quotes, invoices and billing, so a team can track a job from estimate to final invoice without moving figures between tools. Dashboards show project profitability, utilisation and pipeline, which helps finance leads spot weak margins early and act before a project runs over budget.

Pricing starts at $26 per user per month billed annually for the Essential plan, with Standard at $37 and Pro at $63 per user per month billed annually. Every plan has a 5-user minimum, and the trial lasts 14 days with no free plan. That structure suits small firms and agencies that bill clients for project work, since the billing features can replace a separate invoicing tool and reduce duplicate entry.

The main drawback is cost: the entry price is well above most rivals in this guide, and the 5-user minimum means a team of two or three still pays for five seats. For firms that do bill for their work, though, Scoro can justify its price by joining project delivery and billing in one place.

Price: $26 per user/month (billed annually)

Free plan: Free trial (14 days)

Website: scoro.com

Monday.com gives finance teams a visual way to track close tasks, budget requests and reporting deadlines. Boards show each task as a row with an owner, a due date and a status, so a manager can see at a glance what is done, what is late and what is waiting for approval. Automations can move a task to the next stage when a form is submitted, and approval steps help finance leads sign off on spending requests in a clear order.

The entry Basic plan starts at $9 per user per month billed annually, with Standard at $12 and Pro at $19. There is a free plan for small teams that want to try the basics, and subscription plans have a 3-seat minimum.

The entry tier lacks some of the automation and reporting depth that larger finance teams need, so the real cost often sits on Standard or Pro. The 3-seat minimum also means a solo finance lead still pays for three seats. Even so, Monday.com is a clear and flexible choice for teams that value visual tracking and simple approvals.

Price: $9 per user/month (billed annually)

Free plan: Yes

Website: monday.com

Asana suits finance teams that need a clear list of who owes what and by when. Tasks carry owners, due dates and dependencies, so a close checklist or a budget review can move step by step without anyone guessing the next action. Timelines show how tasks overlap, which helps a finance lead plan around reporting deadlines, audit dates and board meetings. Comments keep discussion on the task itself rather than scattered across inboxes.

The Starter plan starts at $10.99 per user per month billed annually, and Advanced is $24.99. A free Personal plan covers basic task lists for small teams, which is useful for a finance team that wants to try the tool before buying.

Asana is less focused on budgets than Smartsheet or Scoro, so teams that need detailed variance tracking may need another tool or a linked sheet for figures. Advanced reporting and portfolio views also sit on higher tiers, which adds cost as a team grows. For task coordination and deadline control, though, Asana is simple, reliable and easy to adopt.

Price: $10.99 per user/month (billed annually)

Free plan: Yes

Website: asana.com

Wrike fits finance teams that run structured, repeatable processes such as monthly close, quarterly reporting and annual budgeting. Folders and projects organise work by department or by period, and Gantt-style timelines show how tasks depend on each other. Approval workflows route documents and figures to the right reviewer, which helps finance teams keep an audit trail for sign-offs and changes.

The entry Team plan starts at $10 per user per month billed annually, and the Business plan is $24.80. A free plan covers basic task management for small groups. That range lets a finance team start small and move up when they need resource management, custom workflows or deeper reporting.

The main limits are price and setup effort. The Business tier, where many of the useful finance features sit, costs more than double the entry price. Large teams may also need time to design folders, permissions and workflows before the tool feels natural. For teams that value structure and control, Wrike is still a solid option.

Price: $10 per user/month (billed annually)

Free plan: Yes

Website: wrike.com

ClickUp appeals to finance teams that want one place for tasks, documents and tracking. Lists, boards, calendars and timelines show the same work in different ways, so each person can pick the view that suits them. Custom fields can hold budget figures, cost codes or approval status, and docs can store procedures for close tasks or audit steps beside the work itself. That flexibility helps a finance team shape the tool around its own process.

Pricing starts at $9 per user per month billed annually for Core, with Business at $17. The free plan is generous for small teams, which makes it easy to test ClickUp with a real project before buying. For a finance team on a tight budget, that low entry point is a clear advantage over tools that charge more from the first seat.

The trade-off is complexity. The wide range of features can feel busy at first, and new users may need time to learn where things live. Some of the deeper reporting and automation features also sit on higher tiers.

Price: $9 per user/month (billed annually)

Free plan: Yes

Website: clickup.com

Teamwork suits finance teams in agencies and client-facing firms that track time against projects. Tasks, milestones and time entries sit together, so a finance lead can see how much time a project has taken and how that compares with the budget. Client views keep each engagement separate, which helps when a firm runs many projects at once and needs clean records for billing and review.

The entry Deliver plan starts at $9.99 per user per month billed annually, and Accelerate is $24.99. A free plan covers basic project work for small teams. Time tracking is built in, which removes the need for a separate timer tool and keeps hours beside the tasks they relate to.

Teamwork is less focused on detailed budget modelling than Smartsheet, so teams that need deep variance analysis may pair it with a spreadsheet. The most useful reporting features also sit on the Accelerate tier, which costs more than double the entry price. For client work and time tracking, Teamwork remains a practical and clear choice.

Price: $9.99 per user/month (billed annually)

Free plan: Yes

Website: teamwork.com

Kantata is aimed at larger professional services firms that need resource planning and financial oversight across many projects. It joins project delivery with resource scheduling and financial planning, so leaders can see which people are booked, which projects are profitable and where capacity is tight. That joined-up view suits firms with many teams and clients, where a simple task list would not give enough control.

Kantata publishes no prices and sells by quote only, so a finance team must contact the vendor for a price based on team size and needs. There is no free plan, and the sales-led approach means the buying process takes longer than signing up for a tool with a published price.

The lack of public pricing is the main drawback for smaller teams, since they cannot compare Kantata with rivals without a sales conversation. Firms that want a quick start or a low entry price will find better fits earlier in this guide. For a large firm that needs deep resource and financial planning, Kantata is worth a conversation with the vendor.

Price: quote only

Free plan: No

Website: kantata.com