Financial Services Software

Squarespace Scheduling is a cloud-based appointment scheduling software solution that enables business owners to manage their appointments online. The product caters to the needs of small and midsize businesses as well as... Learn more

Windward Core is a document generation software designed to help organizations create various custom documents such as contracts, loan agreements, proposals, HR letters, and more. It enables professionals to design personalized... Learn more

PayPal is a digital payment platform that enables businesses and individuals to pay and accept payments through an online portal without revealing any financial details. The solution is suitable for businesses of all sizes. PayP... Learn more

Venmo is a digital payment and wallet gateway that allows customers to transfer money and make payments via their mobile device. Businesses are able to generate exposure for the brand as users share their purchases on the Venmo... Learn more

Android Pay is a cloud-based secure digital wallet application designed for processing payments using tablets and smartphone devices. Designed for Android devices, this application allows users to add their cards to an... Learn more

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational... Learn more

SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for small, midsize and large businesses in industries such as automotive, engineering, construction, mining, research... Learn more

Spendesk is a cloud-based spend management solution designed to help businesses handle invoices, approval processes, expense reimbursements, virtual debit cards and more. The platform uses optical character recognition (OCR)... Learn more

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include... Learn more

Sage 300cloud (formerly Sage Accpac) is an enterprise resource planning (ERP) software system that serves small and medium-size businesses in professional services, financial services, public sector, and other markets such as... Learn more

Brex makes it easy for finance teams and employees to spend smart, grow fast, and enjoy the ride. Learn more

Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human... Learn more

OnBase is a cloud-based enterprise information platform that helps small to large organizations manage content, processes and cases. With specific solutions for insurance, financial, higher education, government, commercial and... Learn more

With Tax Clarity, advisors can strengthen their value by showing clients how to make retirement decisions in the most tax-efficient way. Tax Clarity is a retirement planning software tool that provides clients with a clear... Learn more

AppNomu is a cloud-based solution that allows users to send gift cards by uploading contacts, sending top-ups, and communicating with clients via SMS and email. The solution helps businesses offer custom solutions for loans,... Learn more

Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides... Learn more

Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lead capturing and performance management. It allows users to automatically allocate leads to sales representatives... Learn more

MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading robots, signals and fundamental analysis. Key features include web trading, algorithmic trading, mobile trading... Learn more

Corpay is a cloud-based accounts payable solution, which helps enterprises across education, construction, hospitality, healthcare, manufacturing and various other industries approve and process invoice payments for both domestic... Learn more

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate... Learn more

SaasAnt Transactions, built for Quickbooks, is a data entry solution that helps businesses import, review, delete, and map daily transactions on a centralized platform. The history functionality allows team leaders to maintain an... Learn more

AccountsIQ is a cloud accounting software that simplifies the capture, process, and reporting of financial data. It offers intuitive tools to automate consolidation, manage budget, audit, digital VAT returns, and cash flow. It is... Learn more

IRIS CRM is an end-to-end sales, customer support, and residuals management solution. Manage your entire payments business from the same platform. IRIS CRM eliminates the need to invest in multiple systems. Learn more

Coconut is a cloud-based appointment scheduling solution designed for enterprise financial services organizations such as credit unions, retail banks and more. Key features include online bookings, recurring appointments, group... Learn more

Manage your savings, loans, and pool investments in DLS Financials to calculate interest, manage payments, and share in profits and losses over all members of your dioceses or other organization. The system reports back to the... Learn more

Designed for businesses in finance, education, automotive and other industries, the cloud-based platform helps manage corporate expenses through subscription payments, spend tracking, receipts uploading, approval workflows and... Learn more

Kani is a financial reporting and reconciliation platform that automates transactional datasets, converts complex financial data into a reconcilable format. Kani's proprietary technology allows users to build custom reports with... Learn more

From discovery to purchasing, management and cancellation, Cledara is the All-in-One SaaS management platform that companies love. Cledara brings visibility and control of all your SaaS subscriptions so your company can scale... Learn more

ONESOURCE Indirect Tax is a software product suite for clients needing support with their daily tax responsibilities. It offers products that can help users determine and analyze VAT and GST as well as manage all of their... Learn more

Infor SunSystems is an integrated financial management, purchasing, inventory and sales management solution. Offered in multiple languages and currencies, and available for both cloud and on-premise deployment, SunSystems is... Learn more

Companies suffer with finances. It is a process of many efforts and little satisfaction. We believe in the need for the CFO/business leader to understand the past, in order to solve the future. Clay is a world of technological... Learn more

Finario offers a cloud-based capital planning solution that helps enterprises create a single source of truth for Capex, integrating and aggregating detailed project cost data from various systems to support streamlined processes... Learn more

SnapAP provides AP teams with a complete Procure-To-Pay digitized workflow, from requisition to strategic payment management. The cloud-based application is immediately available in a mobile environment. SnapAP automation... Learn more

In 2007, PitchBook Founder and CEO John Gabbert knew that his idea for an actionable, extensive database for private equity-focused intelligence was worth pursuing. He and seven others set up shop in a 200-square-foot, windowless... Learn more

Intergiro offers a one-stop-shop for businesses looking for a full-service solution for their payment and banking needs. With a combined merchant business account, Intergiro helps businesses save time and money by reducing... Learn more

MeridianLink DecisionLender, formerly TCI DecisionLender is a highly configurable & intuitive loan origination solution. A cloud-based LOS built with automotive, powersport, solar energy, home services and merchant and lifestyle... Learn more

Ivalua, ALL Spend, ALL Suppliers, NO Compromises. Recognized as a Leader by Gartner & Forrester, Ivalua’s Source-to-Pay suite is leveraged by over 300 leading companies across the globe to manage over $500 Billion in direct and... Learn more

Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel as if you are sitting side-by-side. Co-browsing session instantly begins in a browser window using a link or... Learn more

HES FinTech is a financial software vendor and technology consultant. We provide the technology backbone to power the full loan lifecycle – from origination, underwriting, and servicing to collections and pipeline performance... Learn more

Oracle FLEXCUBE is a banking management and loan servicing solution that helps businesses design, launch, and manage financial products based on multiple parameters, such as languages, currencies, entities, countries, markets,... Learn more

Alloy is the Identity Decisioning Platform that helps banks and fintech companies automate their decisions, approve more customers and detect and handle fraudulent activities. Alloy is the Identity Decisioning Platform that helps... Learn more

Centime is a financial forecasting solution that connects directly to your General Ledger and can help businesses monitor and control cash flow. Using machine learning technology, Centime uses the data from your General Ledger to... Learn more

Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech startups. Its API and products enable to aggregate financial data and documents, and to perform... Learn more

FYIsoft enables finance and accounting teams to speed and simplify the financial close and make better data-driven decisions with its integrated platform for financial reporting, budgeting and analytics. Designed for mid to... Learn more

RightCapital is a financial planning software that helps advisors and advisors networks with budget planning and financial strategies. The cloud-based software can be deployed on-premise by installing the application on iOS and... Learn more

EzPay America is a cloud-based software that helps businesses manage processing of payments through ApplePay, Google Wallet, Samsung Pay, credit and debit cards, ACH and other modes. The platform includes iSpyFraud, a rule-based... Learn more

Dancing Numbers is a data management solution that helps small to midsize businesses using QuickBooks to import, export, and delete transactions across the system. The solution enables managers to organize and store files, remove... Learn more

Regate is an all-around financial management tool simplifying finance teams day-to-day work! Thanks to Regate say goodbye to the myriad of tools and all the paperwork : you can now manage everything from one unique platform.... Learn more

When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning... Learn more

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing,... Learn more