Financial Services Software

Let your clients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag required. Read more about Acuity Scheduling

Kani is a financial reporting and reconciliation software designed to help businesses in the fintech industry reconcile, create custom reports, visualize data, identify or forecast trends, and more. Administrators can drill-down into data sets and share transactional and customer insights. Read more about Kani

PayPal Commerce Platform is a comprehensive solution designed to serve your business needs and your customers, whether you’re just getting started or already a thriving enterprise or marketplace. Read more about PayPal

Google Pay is a mobile payment platform that allows users to make online payments, in-app purchases, and send money to others. It is available on Android devices, iPhones, and other mobile devices such as Chromebooks and tablets. Read more about Google Pay

Financial services accounting software—the 1st and only preferred provider of the AICPA. Read more about Sage Intacct

SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality. Read more about SAP S/4HANA Cloud

Spendesk is the smart way to manage your business spending. Flexible payments, approvals, expenses, invoices and accounting — all together for the first time. Read more about Spendesk

Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card. Read more about PhoneBurner

Sage 300cloud is a cloud-based business management solution design to help small to medium-sized companies manage their business without requiring traditional ERP software. The system supports multiple companies, currencies, and languages to simplify results reporting, bank reconciliation, and more. Read more about Sage 300cloud

Brex is the only account you’ll ever need. Payments, cards, capital, and spend management all in one place. Brex makes it easy for finance teams and employees to spend smart, grow fast, and enjoy the ride. Read more about Brex

Data-centric Fourth Era ERP with Embedded AI Read more about Focus X

PayrollPanda is a cloud-based payroll and leave management app designed for small and medium sized businesses in Malaysia Read more about PayrollPanda

The tax implications of a client’s retirement strategy can be complex and confusing. But with Tax Clarity, advisors can help their clients make more informed decisions about their financial future. Read more about Tax Clarity

AppNomu allows users to create prepaid cards, for employees, workmates, friends, and relatives for their online spending or software subscriptions. Users can pay for Netflix, Spotify, and other subscriptions using predefined gift cards. Read more about AppNomu

SaasAnt Transactions is an accounting and data entry software that helps businesses bulk import, export, and delete transactions in Quickbooks Desktop from within a unified platform. It allows staff members to maintain an audit history of all imported and deleted transactions. Read more about SaasAnt Transactions

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform. Read more about Total Expert

Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more Read more about Vymo

Fluent, formerly Windward Core, is now a part of Apryse. With a comprehensive collection of document processing products, Apryse offers superior document solutions for faster, better results. Read more about Fluent

MetaTrader 5 is a cloud-based trading platform designed to help stock and Forex traders automatically manage trading activities using various advanced financial trading functions and fundamental analysis. It lets users open multiple positions of a single financial instrument in the same or opposite direction. Read more about MetaTrader 5

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets Read more about Plaid

Corpay's payment solution enables accounts payable teams to pay all vendor invoices, regardless of payment type, in a single, automated workflow. Read more about Corpay

Payhawk is the leading global spend management solution for scaling businesses. Headquartered in London and combining company cards, reimbursable expenses and accounts payable into a single product; its future-facing technology enables finance teams to control and automate company spending at scale. Read more about Payhawk

IRIS CRM is a cloud-based automation software that calculates residuals, tracks prospects and works with various payment processing networks to manage merchant portfolios. IRIS CRM's robust suite of tools enables payment processing organizations to control retention and marketing. Read more about IRIS CRM

AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting. Read more about AccountsIQ

Make navigating your digital and in-person channels a smoother process for customers, members, and staff. Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze. With Coconut’s self-serve tools, customers and members are in the driver's seat. Read more about Coconut Software

Serrala financial services combine cloud-native software and our expert staff who operate and monitor technical services for information capture, payment formatting, bank connectivity and more. These services support our customers’ urgent, specialized, and quickly evolving financial processing needs Read more about Serrala Suite

The premier savings and loan software for diocese to manage deposits/loans/pooled investment management software for over 22 years! Read more about DLS Financials

ONESOURCE indirect Tax is a cloud-based Sales and use tax product suite solution for small to large sized businesses. Read more about ONESOURCE Indirect Tax

TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence. Read more about TOGGLE

Cledara is a SaaS management software that helps businesses manage and streamline purchasing, management, and cancellation processes on a unified platform. Supervisors can gain visibility of all SaaS subscriptions to improve operational processes and ensure regulatory compliance. Read more about Cledara

Infor SunSystems is designed to help businesses handle accounting management, including nominal ledger, payables, and receivable ledgers, cashbook, multi-currency, and multi-dimensional analysis from one single source. Read more about Infor SunSystems

Finario helps businesses unify capital budgeting and project forecasting with approval workflow to deliver financial reporting automation across the investment life-cycle. It allows organizations to ensure capital reporting accuracy, generate valuable project and portfolio insights, and accelerate decision-making. Read more about Finario

Clay is a Fintech where we create technology to control your company's finances. From the bank reconciliation, we add technology, design and automation to the financial construction process. Read more about Clay

SnapAP is a totally paperless procure-to-pay solution covering purchase order approvals, electronic purchase orders, e-invoicing, and cash management Read more about SnapAP

PitchBook Desktop is a comprehensive business intelligence solution that can help businesses discover the right data. PitchBook utilizes advanced search capabilities to filter through millions of data points & generate lists of the companies, investors, or individuals for new business opportunities. Read more about PitchBook

Intergiro is a Swedish business banking provider and payment processor that offers merchant business accounts with an API-driven platform. Enjoy same-day settlements (T+0), reliable and efficient processing solutions with rapid merchant onboarding, and you get business banking services for free. Read more about Intergiro

DecisionLender is a highly configurable loan origination solution for automotive, powersport, solar energy, home services and merchant and lifestyle financing companies. Read more about DecisionLender

BankOne is an online and mobile banking software designed to help businesses in the financial sector with account management, funds transfer, payment gateway integration, and much more. The platform enables managers to handle penalties, amortization, automated credit assessments, and treasury. Read more about BankOne

Ivalua is a leading provider of cloud-based Spend Management software solutions. Our complete, unified platform empowers businesses to effectively manage all categories of spend and all suppliers. Recognized as a leader across the full Source-to-Pay spectrum by Gartner and Forrester. Read more about Ivalua

Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel. Instantly innovate your existing online interactions without changing your original application or installing software. Read more about Surfly

ORYX Plan is a web-based financial planning & forecasting system designed to capture business data, automate & streamline planning activities, and provide information on demand within a single planning environment. The software allows users to collaboratively generate & compare unlimited scenarios. Read more about ORYX

Oracle FLEXCUBE is a financial services and banking management software that helps organizations create multiple product portfolios for deposits, microfinance, lending, Islamic banking, financial inclusion, and more based on specific customers and markets. It enables staff members to manage loan disbursements, monitor repayments, gain insights... Read more about Oracle FLEXCUBE

MarketUP is an ERP software designed for small businesses in Brazil operating across various industry sectors, including salons, retail, apparel, gaming and pharmaceuticals. It enables organizations to streamline operations related to sales, purchasing, inventory, and finance, among other processes. Read more about MarketUP

Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups. Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations. Read more about Powens

Centime is your all in one cash flow management tool for small and mid-sized businesses. Connect Centime to your General Ledger and product accurate cash flow forecasting with AR and AP management directly through the Centime dashboard. Read more about Centime

Regate makes financial management easy while avoiding the use of multiple tools. Read more about Regate

Alloy is the command center for identity that covers compliance and fraud-fighting needs. From automatic decisions and fewer manual reviews to smooth onboarding, Alloy is how smart banks and fintech companies take a closer look at the whole picture. Read more about Alloy

Xmonies makes cross-border fund transfers cost-effective, transparent, and hassle-free without any hidden charges. Read more about Xmonies

FYIsoft’s integrated suite for financial reporting, budgeting and analytics is ideal for multi-entity and other complex environments. Easy to use and proven to boost productivity 50%+ with automation power for multi-entity/multi-GL consolidations, currency conversion, industry benchmarking, more. Read more about FYIsoft

At the end of the day, month and year its important that your point of sale system allows you to have the ability to reconcile your accounts for tax filings. EzPay POS provides that ability by seamlessly integrating with Quickbooks. The number one accounting software in America. Read more about EzPay America