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Custom Finance Management Software
Custom finance software with enterprise-grade security and compliance.
Build Financial Applications That Match Your Operations
Financial leaders are expected to deliver accurate reporting, maintain clear controls and provide timely insight. When finance operations rely on spreadsheets or rigid systems that do not reflect real workflows, decision-making slows, visibility is limited and risk increases.
Caspio lets you build custom financial applications, budgeting, approvals, invoicing, dashboards and reporting tools, aligned to how your organization actually operates. Backed by SOC 2 Type II and PCI DSS Level 1 compliance, Caspio provides the security, controls and audit readiness finance teams need, without limiting scale or access.
Purpose-Built Financial Applications, Deployed in Weeks
Expense Management
Simplify expense management with approvals, receipt capture, policy controls, reimbursement processing and spend visibility by department or project.
Invoicing & Billing
Manage invoicing and billing with automated invoice generation, payment tracking, recurring billing, client portals, aging reports and more.
Budgeting & Forecasting
Plan and track budgets with department-level forecasts, variance analysis, capital expenditure requests and real-time visibility into actual spend.
Loan & Credit Management
Run end-to-end loan and credit processes with structured workflows, payment tracking, portfolio reporting and compliance support.
Accounts Payable & Receivable
Oversee payables and receivables with vendor management, payment tracking, reconciliation, cash flow forecasting and payment records.
ROI & Financial Calculators
Build calculators to evaluate returns, scenarios and financial outcomes using consistent formulas and up-to-date data across your organization.
Cash Flow Management
Monitor cash flow with custom dashboards, automated reports, grant tracking and documentation to support audits and regulatory reviews.
Tax Compliance
Navigate tax season with a comprehensive tool that automates calculations, ensures compliance and organizes financial data for your business.
Profitability Analysis
Analyze financial data to identify revenue drivers, evaluate cost structures and support more confident, profitability-focused decision-making.
Why Finance Leaders Choose Caspio
Unlimited User Access
Provide secure access to finance teams, leadership, department heads, auditors and external partners without additional licensing costs or access restrictions.
Deploy in Weeks
Build and update financial applications using visual development tools. Respond quickly to new reporting requirements, operational changes or regulatory needs without long development cycles.
Compliance Built In
SOC 2 Type II and PCI DSS Level 1 compliance are included in all paid plans. Protect financial data with encryption, role-based access controls and comprehensive audit logs without separate security certifications or enterprise-only upgrades.
Built for Your Workflows
Define approval chains, calculations and reporting logic that reflect your policies and organizational structure, so your systems support real workflows instead of forcing workarounds from rigid, off-the-shelf software.
Seamless Integration
Connect to ERP, accounting and core systems using REST APIs, webhooks and workflow platforms such as Zapier or n8n. Synchronize data with systems like QuickBooks, Sage, NetSuite, SAP and Oracle while keeping a single source of truth.
Scale Without Constraints
Start with a single app and expand across departments or entities as needs evolve. Add users without per-user licensing, and extend data volume and functionality as your requirements grow, without rebuilding your apps on a new platform.
Trusted by Regulated Organizations for Over 25 Years
Caspio streamlines collaboration across our teams, allowing us to focus more on what really matters: our customers.
We reduced invoicing time from 13 weeks down to two. Caspio has more than paid for itself within our business.
I no longer need to prepare tax returns by hand. Caspio collects and holds data in one place, and I can easily do things with it.
Frequently Asked Questions
What is a finance management application?
A finance management application is a digital system that helps organizations track, analyze and report on financial data. Caspio’s low-code platform enables you to build custom finance applications tailored to your specific processes, whether that’s budget tracking, expense reporting, invoice management or any combination of tools your organization needs.
Can I build custom financial calculators?
Yes. Caspio includes built-in calculation functions that let you create custom formulas and calculators. Build loan payment calculators, ROI analyzers, depreciation tools or any calculation-based interface your organization needs. Calculations update in real-time as users input data.
Can I integrate with existing accounting software?
Yes. Caspio connects with accounting systems, ERP platforms and banking software through REST APIs and integration tools like Zapier. This ensures your financial data remains synchronized across systems and eliminates duplicate data entry.
How do I control who can view sensitive financial data?
Caspio provides role-based access controls that let you define exactly what each user can see and do. All access and changes are logged in audit trails for compliance and security.
Can I generate PDF reports from my finance application?
Yes. Caspio includes PDF generation capabilities that let users download and print financial reports, invoices, statements or other documents directly from your application. You can also enable PDF downloads from reports or data views, with options to control file naming, formatting and which data fields are included.
What security features protect financial data?
Caspio provides enterprise-grade security, including role-based access controls to restrict who can view or modify financial records, encryption at rest and in transit, and audit logs to track changes for compliance purposes. Additionally, Caspio meets SOC 2, GDPR and PCI DSS Level 1 compliance standards. All data is hosted on AWS infrastructure with automated backups and redundancy.
Join 15,000+ Organizations Building on Caspio
Start building secure financial applications for budgeting, expenses and reporting with a platform trusted by finance teams worldwide.
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