Being a finance girl means handling multiple tasks, deadlines, and responsibilities every day. I rely on the right apps to get my work done efficiently, stay on top of everything, and make my day run smoother. These are the tools I personally use eve...
Sections
5
Core finance apps
Productivity and task management
Document management and design
Communication and collaboration
Lifestyle tools
Core finance apps
These are the essential apps I use to manage all the numbers, transactions, and financial tasks that come with my job.
I use Google Sheets for collaborative work, shared tracking, and quick calculations.
Google Sheets: Online Spreadsheets & Templates
QuickBooks Online is where I do all my work – invoices, payments, AP/AR, and everything in between.
Accounting Software & Solutions | Intuit QuickBooks Global
I rely on this app to handle payments, export reports, and manage international transactions.
Payoneer
I use Excel for building templates, analyzing data, and performing calculations for reports and cash posting.
Free Online Spreadsheet Software: Excel | Microsoft 365
Productivity and task management
These apps help me stay on top of deadlines, tasks, and follow-ups. I use them for better organization and efficiency.
I use Notion to store SOPs, create templates, track tasks, and organize my workflow all in one place.
Notion
I use Trello to track all my tasks and deadlines and keeping overview of everything I need to do.
Trello
For monitoring hours and track productivity.
Clockify
I use this for scheduling meetings.
Google Calendar
Document management and design
I use these apps to manage all my documents, contracts, and reports.
I use Acrobat to edit PDFs, merge documents, and highlight key details in invoices and contracts.
Download Adobe Acrobat Pro: Full PDF software
Canva helps me to create clean, professional reports, presentations, and templates.
Canva
I use this to sign contracts and invoices securely without printing anything.
Docusign
Communication and collaboration
I use these tools to communicate with clients, vendors, and colleagues efficiently, so nothing gets lost or delayed.
I use Gmail for daily communications.
Email Login - Gmail - Google
I use Slack for quick messages, sharing updates, and resolving issues fast.
Slack
I use Google Drive to store, organize, and share all my documents safely in one place.
Google Drive: Share Files Online with Secure Cloud Storage
Lifestyle tools
I also use these extra tools to make my workflow smoother and my workspace more organized.
I use ChatGPT to draft emails, summarize reports, create formulas, and clarify complex tasks.
ChatGPT
I use Lightshot to quickly capture parts of documents, highlight important details, and share screenshots with my team.
Lightshot
I use Google Keep for quick notes, reminders, and tracking small tasks throughout the day.
