Here's our list of apps for Financial Services Software. Filters help you narrow down the results to find exactly what you’re looking for.

120 Software options

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
Windward Core is a document generation system designed to help organizations create various custom documents such as contracts, loan agreements, proposals, HR letters, and more. It enables professionals to design personalized templates using Microsoft Word and store them in a centralized repository. Read more about Windward Core
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
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
Coconut’s suite of cloud based solutions allow banks and credit unions to seamlessly schedule, measure and manage client, prospect and staff interactions. Read more about Coconut Software
We deliver end-to-end lending software for banks and alternative lenders. Advanced automation. AI scoring. Fully customizable. Read more about HES Lending Platform
Justt is a chargeback management and mitigation solution which combines AI with human knowledge to efficiently track chargeback data, identify trends, analyze them and notify merchants accordingly. Read more about Justt
Solidgate is vertically integrated across every step of complex payment flow enabling merchants to focus on their core business and leave payments in good hands. Read more about Solidgate
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
Venmo is a digital wallet and payment gateway that allows customers to send money and make purchases via mobile device, and share activity via the purchase feed Read more about Venmo
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
PayrollPanda is a cloud-based payroll and leave management app designed for small and medium sized businesses in Malaysia Read more about PayrollPanda
Automate & integrate the management and control of documents, business processes & records using one application Read more about OnBase
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
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
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
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
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
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
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
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
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
ScaleFactor is a smart accounting and finance platform which provides business owners, managers, and entrepreneurs with the tools to automate complex bookkeeping tasks, and translate financial data into meaningful business insights. Key features include bill pay & invoicing, tax and cash management. Read more about ScaleFactor
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans. Read more about RightCapital
flowpilot is a financial management software that helps small to midsize businesses (SMBs) within industries including hospitality, consultation, eCommerce, and others, utilize artificial intelligence (AI) technology to manage and forecast cash flows Read more about flowpilot

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