Financial Services Software

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

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

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 dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalit... Learn more

Authorize.net helps makes it simple to accept electronic and credit card payments in person, online or over the phone. Get solutions that go to work for your business and let you focus on what you love best. Nearly 500,000... 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

D&B Finance Analytics is a cloud-based risk management solution designed to help businesses analyze credit applications and identify growth opportunities using predictive analytics. The platform enables organizations to establish... 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

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

Payhawk is a leading spend management solution for domestic and international businesses throughout Europe, the UK, and the US. Combining company cards, reimbursable expenses, accounts payable, and seamless accounting software... 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

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

Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created... 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

Xente is a spending tool that enables business owners to mange employees using a unified interface. Administrators can create a virtual account, send them salaries, create spending cards and monitor transactions through a... Learn more

Corpay provides AP Automation, commercial cards and expense management solutions to businesses of all sizes. Smarter spend management from procure to pay. Corpay Complete is a cloud based solution that enables comprehensive... 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

Serrala offers a unique portfolio of automated end-to-end solutions that take the finance office into the digital age. It offers: - Seamlessly integrated solutions to manage all in and outbound payments, treasury processes as... 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

Empower your advisors to deliver great advice at every stage of the customer journey. Coconut’s appointments, queuing, and video banking platform makes connecting with your financial institution a breeze. With Coconut’s... 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

PayNet Cloud is a payment platform that helps set up bank accounts. Admins can choose the relevant API and customize it to suit their target audience. Users can set up payments, deposits, and lending facilities. Features include... 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

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

BankOne is an online banking software designed to help financial institutions manage lending, insurance, investments, payments and more. Key features include loan accounts, CASA management, automated regulatory reporting and... 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

Infor SunSystems® is an integrated financial management solution covering purchasing, planning and reporting, assets management inventory and sales management. Offered in multiple languages and currencies, and available for both... 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

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

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

FAD is a digital signature solution designed to help businesses sign and validate documents using mobile devices. It secures the transfer of information across systems using Transport Layer Security (TLS) protocols. FAD enables... 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

Deepvue provides ability to perform KYCB verification and fraud mitigation checks, which are crucial in today's fast-paced digital landscape. In addition, its embedded finance solutions enable businesses to expand their reach and... Learn more

ORYX Plan is a financial planning solution that streamlines the process of creating and executing financial plans. With Accountagility, companies can quickly and easily analyze their financial data, identify trends and patterns,... Learn more

Xmonies, is a cloud-based International/Cross Border Remittance and Payments Platform fully owned by XeOPAR Fintech Private Limited, a company registered in India. It lets users instantly send money to friends or family with... 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

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

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