Financial Services

Acuity 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 individual... 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

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

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 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 and... 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

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

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

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

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

ScaleFactor is a cloud-based business accounting solution suitable for small and midsize companies. It helps businesses to automate complex accounting workflows and translate financial information into actionable insights. Key... 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

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

SAP S/4HANA is an integrated enterprise resource planning (ERP) software suite designed to serve businesses of size and kinds. SAP ERP is used to address the needs of many industry verticals including manufacturing, retail,... 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

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

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

Decision Lender is a cloud-based consumer loan origination solution that helps credit unions, banks and finance companies automate the lending process. With configurable dashboard and analytics, the platform enables users to... Learn more

Epicor has evolved from a financial accounting system provider to an end-to-end enterprise solutions company. Epicor Financial Management is is a scalable enterprise resource planning (ERP) software suite of accounting application... 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

PitchBook is a provider of business intelligence tools that are designed to collect different types of data from websites, press releases, filings, and so much more. PitchBook's analytic and data management tools allow users 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

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

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

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

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

Questis meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Our innovative solution of technology and coaching provides... Learn more

D&B Credit 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 custom... Learn more

iMX allows leasing companies to run a smooth and efficient business by providing extensive coverage of the leasing products lifecycle. The platform provides a point of sale, where managers can check a customer's eligibility,... 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

Fitsyn is a marketing automation software designed to help businesses create a customizable dashboard and identify loan opportunities. Administrators can create accounts for clients, track submitted applications and view declined... Learn more

ABLE Origination is a lending solution for all types of financial products: retail or commercial. The modular structure makes ABLE Origination highly scalable and configurable to face all business needs. The web-based system... Learn more

Finsemble is a desktop integration application designed to help engineering teams in contact centers, trading, and asset management businesses connect any type of application including modern, legacy, third-party, and in-house... Learn more

e-Wallet is a mobile money application that allows network operators and financial institutions to launch digital wallets. It allows users to configure their accounts to carry out transactions online with various devices,... Learn more

The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help accounting firms enhance their stock trading experience using third-party integration interfaces. Using the... Learn more

Scale Document AI is a data extraction tool that helps financial services, logistics, and healthcare businesses with automating data extraction and document annotation. The main features of Scale Document AI include automated... Learn more

#1 Online Stock Market Scanner Tickertrace can help you find trading opportunities. The platform is a powerful real-time stock market scanner, a complete set of tools to help you trace your next trade. Key features include... Learn more

RelPro is a cloud-based lead generation platform that helps sales, marketing, business development and account management teams identify prospects and improve conversions. Key features include contact discovery, data import and... Learn more

Kovair ALM Studio is an application lifecycle management solution that helps businesses streamline processes related to project management, testing, quality assurance, requirements management and more on a centralized platform.... Learn more

Berkeley Payment is a payment processing and financial services solution that helps businesses, public administrations and non-governmental organizations (NGOs) optimize administrative payment processes. It enables staff members... Learn more

Embed Financial Products Into Your Business with our platform. Banking With a single, seamless integration, offer FDIC insured banking services to your customers. Process Payments Moving money is simple with easy to deploy... Learn more