Best Project Management Software With Financials: 8 Tools

Website: https://monday.com/

Best for: Visual boards with budgets

Starting price: $9 per seat/month (billed annually)

Free plan: Yes

Pros: Budget columns are visible on every board; strong automations

Cons: Time tracking sits on Pro; no native invoicing

monday.com handles project financials through boards, where budget, cost and actual spend sit in columns next to tasks and owners. The Basic plan costs $9 per seat per month on annual billing with a 3 seat minimum, and the free plan covers up to 2 seats. Formulas add up costs, dashboards roll budgets across projects, and automations alert a manager when a project passes a spending threshold. That visibility is the main financial strength: anyone on the team can see where a budget stands without opening a separate report.

Time tracking only ships on the Pro plan, and there is no native invoicing, so a team that bills clients from tracked hours will add an integration or a billing tool. The Standard plan adds timeline and Gantt views, and Pro adds dashboards, time tracking and more automations. For internal projects where the goal is to watch budgets rather than to bill clients, the lower tiers are often enough.

monday.com suits teams that want budget visibility inside the same boards they use for daily work. It is less suited to firms that need invoicing, revenue recognition or deep profitability analysis, where a PSA or agency tool fits better. For budget tracking with a visual interface, it is a practical pick.

Website: https://www.wrike.com/

Best for: Cross team projects with budgets

Starting price: $10 per user/month (billed annually)

Free plan: Yes

Pros: Workload and budget views across teams; strong approvals

Cons: Budgets and cost tracking need Business; no native invoicing

Wrike covers the project side well and adds financial features on its higher tiers. The Team plan costs $10 per user per month on annual billing and includes task management, Gantt charts, dashboards and workload views, while the free plan supports unlimited users with basic boards. Budgets, cost tracking and time tracking arrive on the Business plan at $25 per user per month on annual billing, so the entry price does not buy the financial side.

Once on Business, Wrike lets a team set project budgets, track actual spend against plan, and report on cost by project, person or department. Approvals and request forms standardize how work and spending move through the organization, which helps finance teams that need control over commitments. The interface carries many options, and new users often need training before they use the budget features well.

Wrike suits mid sized teams that need project and financial visibility across departments and can invest in the Business tier. It is less suited to small teams that want budgets on the cheapest plan, or to firms that need invoicing, where a PSA tool fits better. For cross team cost control, it is a solid choice.

Website: https://www.scoro.com/

Best for: Agency finance and resourcing

Starting price: $29 per user/month (billed annually)

Free plan: Free trial (14 days)

Pros: Quotes, budgets, time and invoicing in one system; strong margin reports

Cons: 5 user minimum on every plan; modular pricing is hard to compare

Scoro is built as an end to end system for professional services: quotes, projects, resourcing, time tracking, budgets and invoicing in one place. The Projects and Resources combination costs $29 per user per month, with a minimum of 5 users, and the Time billing combination starts at $17 per user per month. There is no free plan, and a 14 day free trial lets a team test the workflow. The entry cost for a 5 person team on Projects and Resources is $145 per month.

The financial reporting is the reason teams choose Scoro. Project profitability, utilization, billable rates and forecasts sit in the same system as the work, so a manager can see margin without exporting data to a spreadsheet. The modular pricing means a team picks combinations of apps, which is flexible but makes it hard to compare against tools with a simple tier ladder. Higher combinations add sales, CRM and advanced reporting.

Scoro suits agencies and consultancies with 10 or more people that want one system from quote to cash. It is less suited to solo operators or small teams, since the 5 seat minimum means a one person firm pays for five seats. For agency financial control, it is one of the strongest tools here.

Website: https://productive.io/

Best for: Agency budgets and profitability

Starting price: $9 per user/month (billed annually)

Free plan: Free trial (14 days)

Pros: Profitability reports from the entry plan; budgets and resourcing included

Cons: 3 seat minimum on every plan; advanced features need Professional

Productive is an agency operating system that runs projects, resourcing, budgets, time tracking and invoicing in one platform. The Essential plan costs $9 per user per month on annual billing, or $10 month to month, and it already includes budgeting, resource planning, time tracking and profitability reports. Professional at $24 per user per month on annual billing adds billable time approvals, recurring budgets and invoicing integrations, while Ultimate is quote only. Every plan has a 3 seat minimum, and there is a 14 day free trial with no free plan.

The pricing is unusually transparent for a PSA tool, and the Essential tier covers more financial ground than the entry tiers of most rivals. A 6 person agency on Professional pays about $1,728 per year on annual billing, which is easy to budget. The trade off is depth: the most advanced forecasting, revenue scenarios and overhead calculations sit on Ultimate, and the platform is shaped around agencies rather than general project teams.

Productive suits agencies and consultancies that want profitability visible from day one without paying for a quote only enterprise tool. It is less suited to teams outside professional services, where the agency specific features add little. For agency budgets and margins, it is excellent value.

Website: https://www.teamwork.com/

Best for: Client work with time and budgets

Starting price: $9.99 per user/month (billed annually)

Free plan: Yes

Pros: Time tracking and budgets built in; client facing views

Cons: Profitability reporting needs Accelerate; interface feels dated

Teamwork is built for agencies and service teams that deliver client work, and its financial features reflect that. The Basics plan costs $9.99 per user per month on annual billing, and Accelerate at $24.99 adds deeper reporting, workload and automation. The free plan covers up to 5 users with basic projects and tasks. Time tracking, milestones, task lists and project budgets are core to the design, and higher tiers show utilization and profitability.

The entry tier covers time and budgets, but profitability reporting and the deeper workload views sit on Accelerate, so a team that manages margins closely will pay the higher price. The interface feels dated next to monday.com or Asana, and some features that rivals include on entry tiers need Accelerate here. The trade off is focus: Teamwork is shaped around client delivery, with billable time, project budgets and client users built in rather than added on.

Teamwork suits agencies and consultancies that bill clients by the hour and need time and budget tracking in the same tool as delivery. It is less suited to internal teams that do not bill clients. For client work with budgets, it is a dependable fit.

Website: https://www.kantata.com/

Best for: Professional services finance

Starting price: quote only

Free plan: No

Pros: Resource planning and financial forecasting built for services firms; strong utilization views

Cons: Quote only pricing; implementation and onboarding add cost

Kantata is a professional services automation platform that covers resource management, project accounting, time, expenses and financial forecasting for services firms. Pricing is quote only, and the vendor scopes each deal around users, modules and implementation, so a buyer should expect a sales process and a written quote. The platform is built for firms that sell expertise by the hour and need to see utilization, margin and forecast revenue in one place.

Resource planning is the standout. Managers can see who is available, who is overbooked and what skills are free, and the forecast shows revenue and margin by project and by month. Project accounting tracks budgets, actuals and work in progress, and the reporting suite covers the financial views a services firm needs to run its business. The learning curve is real, and implementation and onboarding are usually scoped as separate work.

Kantata suits professional services firms with 50 or more people that need serious resource and financial planning. It is less suited to small teams, where the price and the setup effort outweigh the benefit. For services finance at scale, it is a strong choice.

Website: https://www.netsuite.com/

Best for: Enterprise ERP and projects

Starting price: quote only

Free plan: No

Pros: Projects, accounting and ERP in one system; strong revenue recognition

Cons: Quote only pricing; long implementation and high total cost

NetSuite is an enterprise ERP system with project management built in, and it suits organizations that want projects, accounting, inventory and CRM in one place. Pricing is quote only, and the cost depends on modules, users and implementation, so a buyer should expect a long sales cycle and a scoped quote. The project module covers budgets, billing, time, expenses and revenue recognition, and it shares data with the general ledger, which removes the reconciliation work that comes from running separate systems.

The breadth is the point and the cost. NetSuite handles multi entity, multi currency and multi subsidiary operations, and it supports the financial controls that auditors expect. Implementation commonly takes months, and the total cost includes licenses, implementation, training and ongoing administration. Small teams will find it far too heavy and too costly for project work alone.

NetSuite suits mid sized and large organizations that already run, or plan to run, their whole business on one ERP. It is not a project tool for a small team. For enterprise projects with full financial control, it is the most complete option here.

Website: https://asana.com/

Best for: Team tasks with portfolio reporting

Starting price: $10.99 per user/month (billed annually)

Free plan: Yes

Pros: Clear portfolios and workload views; wide integration library

Cons: No native budgets or invoicing; financial tracking needs integrations

Asana is a strong project tool with limited native financial features, and it earns its place here through portfolios and integrations. The Starter plan costs $10.99 per user per month on annual billing and adds Gantt charts, dashboards and forms, while the free Personal plan covers up to 10 teammates. Portfolios show status, dates and owners across many projects, and custom fields can carry budget figures, so a team can track spend at a basic level inside Asana.

There are no native budgets, no invoicing and no margin reports, so a team that needs real financial control adds an integration such as Harvest, Everhour or a PSA tool. The Advanced plan at $24.99 per user per month on annual billing adds more reporting and controls, but it still does not turn Asana into a financial system. The integration library is wide, and the setup is usually quick.

Asana suits teams that want excellent project coordination and are happy to pair it with a financial tool for budgets and billing. It is less suited to teams that want budgets, invoicing and margin reports in one system. For project visibility with financial data nearby, it is a reliable choice.