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.

30 apps
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Online appointment scheduling software and 24/7 assistant.
Acuity is your 24/7 online appointment scheduling software that allows clients to self-schedule appointments or classes online, complete custom forms, receive confirmation notifications and reminders, and pay or donate with a credit card. With Acuity, you can focus on your business, not the busywork Read more about Acuity Scheduling
Comprehensive solution to serve your business needs.
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
Best-in-class Cloud ERP for Finance
Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA. Read more about Sage Intacct
Power dialer & outbound sales acceleration software for SMBs
PhoneBurner's Power Dialing platform helps inside sales teams reach 447% more contacts, increase live answers, manage/track leads, and streamline workflows. Read more about PhoneBurner
Online payroll & leave management solution for Malaysian SME
PayrollPanda is a cloud-based payroll and leave management app designed for small and medium sized businesses in Malaysia Read more about PayrollPanda
Enterprise content management solution
Automate & integrate the management and control of documents, business processes & records using one application Read more about OnBase
Marketing automation tool for financial services industry
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
Accounts payable automation for large & complex corporations
Nvoicepay's payment solution enables accounts payable teams to pay all vendor invoices, regardless of payment type, in a single, automated workflow. Read more about Nvoicepay
Daily automated bookkeeping & cash visibility
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
Customer engagement solutions that empower enterprises
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
Cloud-based Procure to Pay software platform
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
Platform that enables apps to connect with bank accounts
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
Manage ALL Spend and ALL Suppliers with NO Compromises
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
Financial planning and forecasting solution
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 Plan
Financial reporting solution for medium to large businesses
FYIsoft is a cloud-based financial reporting solution, which helps medium to large sized organizations manage the generation, consolidation, & sharing of reports with internal as well as external stakeholders. The platform enables managers to define user access by department, designation & location. Read more about FYIsoft
POS, billing, invoicing, and payment processing software
EzPay America is a payment processing software, which helps businesses manage payments via multiple modes such as credit cards, ApplePay, Samsung Pay, Google Wallet, and more. A PCI compliant solution, it lets users process chargebacks on transactions, generate bills, and receive monthly statements. Read more about EzPay America
Cloud-based digital signature and authentication software
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
Sales actioning software
CustomerMatrix provides sales insights and sales opportunities software that tracks all your enterprises sales deals and customers to assess risks and identify potential business development opportunities. CustomerMatrix notifies you when a potential sales opportunity threat comes into play, such as a competitor, product usage drop, a... Read more about CustomerMatrix
All-in-one investor management for financial firms
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more Read more about Obsidian Suite
A complete 360 degree CapEx Software
Streamlining your CapEx processes can reduce errors and delays resulting in high efficiency. Take your next step towards better time and resource management with the CapEx 360 software and get 360 degrees of control over your Capital Expenditures. Read more about CapEx
Financial management platform for forecasting cash flows
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
Credit risk management software with predictive analysis
D&B Credit is a credit risk management software that 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 Credit
ERP software for small businesses in Brazil
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
AI-based investment insights and financial analysis tool
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
Digital banking platform for banks and credit unions
Q2 is a cloud-based mobile banking platform, which assists banks and credit unions with customer experience management and compliance. Key features include payment processing, process automation, data mapping, transaction monitoring, data security, fraud mitigation, and analytics. Read more about Q2 Platform
Cloud-based solution for digital payments & money transfers
MFS Platform, by Tmob, is an online banking platform designed to help businesses manage financial services such as digital transactions, money transfers, and utility payments. Organizations can collect, authenticate, and securely register credit and debit cards in compliance with industry standards. Read more about MFS Platform
Advisory suite for banks and insurance agencies
riskine is a cloud-based advisory suite designed to help banks and insurance agencies provide consultations to private and corporate customers. Features include product recommendations, policy checks, knowledge graphs, event-based advice, state level benefits calculator, and goal planning. Read more about riskine
Data entry solution for small to midsize businesses
Dancing Numbers is a data management software designed to help small to midsize businesses import and export data in bulk to/from QuickBooks. It allows managers to delete unwanted transactions and secure the transferred files or information using SSL encryption. Read more about Dancing Numbers
Payment processing and accounts payable software
Berkeley Payment is a payment processing software that helps businesses create custom branded portals to manage customer, employee, and supplier payments in real-time. Staff members can create, issue, test, and distribute virtual and physical MasterCard and Visa cards on a centralized platform. Read more about Berkeley Payment