Financial Services Software

This integrated, rule-based solution for CRS/FATCA classification, case management, and reporting helps FIs and CSPs of any jurisdiction to have a 360-degree knowledge of their clients, remediate and provide support of due diligence, keep track of changes, and report in a streamlined process. Read more about CRS/FATCA One

PayNet offers fully managed and ready to use - Neo Banking and Payment software solutions to enable use cases on: - Payments - Lending - Deposits Read more about PayNet Banking Platform

OneCore for Microsoft Dynamics is a financial services software certified by Microsoft. It allows businesses to streamline financial services operations across loans, fleet, leases, and more on a centralized platform. Read more about OneCore

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

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

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

Backed by Visa's 99.999% uptime, easily connect payments to every part of your business, including shopping carts, accounting, subscriptions, over the phone, in-store and more. Accept payments today. Read more about authorize.net

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

Payhawk enables businesses to run their global operations by opening dedicated bank accounts, issuing corporate cards and making bank payments in local currencies. Read more about Payhawk

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

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

D&B Finance Analytics helps businesses use predictive analytics to evaluate new credit applicants and identify growth opportunities. It lets users organize, monitor, and generate reports to prioritize credit collections based on predefined customer characteristics. Read more about D&B Finance Analytics

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

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

Xente is a spend management software that helps companies manage employee spending by allowing them to create an account that they can use to create virtual accounts for employees. Spend with customers and employees, send them airtime, and get to know all transactions from one place with no need for manual verifications. With Xente, managers can... Read more about Xente

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

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

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

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

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

Corpay's expense management solutions offer businesses a seamless end to end solution for managing expenses from procure to pay. Read more about Corpay

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

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

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

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

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

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

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

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

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

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

Accountfy is a financial planning and control system that makes it possible to automate tasks, consolidate the results of different companies to obtain greater auditing process traceability, and adopt multi-currency views from exchange rate definitions. Available in English, Spanish, and Portuguese. Read more about Accountfy

Handit serves as a budget planning system designed for companies based in Brazil. Its scope of applicability encompasses sales, production, expenses, HR, investments, and financial aspects. Read more about Handit

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

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

FAD is a cloud-based software designed to help businesses collect, validate, and record electronic signatures in compliance with industry regulations. Managers can capture videos of remote clients during agreement signing processes, enabling them to authenticate and verify the identity of end-users. Read more about FAD

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

ORYX Plan is a 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