---
description: Discover and compare Free Financial Services Software Applications & Tools. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Free Financial Services Software - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Free Financial Services Software](https://www.capterra.ca/directory/31123/financial-services/software) > [Page 2](https://www.capterra.ca/directory/31123/financial-services/software?page=2)

# Financial Services Software

Canonical: https://www.capterra.ca/directory/31123/financial-services/software

Page: 2 / 2\
Prev: [Previous page](https://www.capterra.ca/directory/31123/financial-services/pricing/free/software)

> Financial Services software is used to manage the day to day operations of banks, credit unions, and other organizations that provide financial services to businesses and the general public.

-----

## Products

1. [Flowie](https://www.capterra.ca/software/1051263/flowie) (0 reviews) — Flowie is the ultimate Procurement and Finance Operations platform for modern companies, centralizing P2P, O2C and Cash Flow management
2. [MurphFin](https://www.capterra.ca/software/1091480/MurphFin) (0 reviews) — MurphFin is an AI software that helps businesses create business plans, optimize for funding programs, and build financial projections.
3. [The Invoice Hive](https://www.capterra.ca/software/1094931/The-Invoice-Hive) (0 reviews) — The Invoice Hive automates invoicing and bank reconciliation with AI to cut data entry and detect anomalies.
4. [Treeova](https://www.capterra.ca/software/1095605/Treeova) (0 reviews) — No-code AI-powered options trading automation for retail traders. Turn plain English prompts into autonomous agent chains. Start free.
5. [Godel Terminal](https://www.capterra.ca/software/1097261/Godel-Terminal) (0 reviews) — Godel Terminal is a web-based software tool that provides real-time market data, news, and research tools for investment professionals.
6. [Terminal Investor](https://www.capterra.ca/software/1100473/Terminal-Investor) (0 reviews) — Terminal Investor is AI stock screener software identifying undervalued stocks using Graham-Buffett value investing principles.
7. [EFICYENT](https://www.capterra.ca/software/1101933/EFICYENT) (0 reviews) — Intelligent FX platform for businesses real-time rates, rate locking, bulk conversions, and multi-currency payments across borders.

-----

Page: 2 / 2\
Prev: [Previous page](https://www.capterra.ca/directory/31123/financial-services/pricing/free/software)

## Related Categories

- [Expense Report Software](https://www.capterra.ca/directory/30559/expense-report/software)
- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)
- [Spend Management Software](https://www.capterra.ca/directory/31817/spend-management/software)
- [Accounts Payable Software](https://www.capterra.ca/directory/30520/accounts-payable/software)
- [Accounts Receivable Software](https://www.capterra.ca/directory/30521/accounts-receivable/software)

## Links

- [View on Capterra](https://www.capterra.ca/directory/31123/financial-services/software)
- [All Categories](https://www.capterra.ca/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ca/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"Capterra Canada","url":"https://www.capterra.ca/","@type":"WebSite","@id":"https://www.capterra.ca/#website","publisher":{"@id":"https://www.capterra.ca/#organization"},"potentialAction":{"query":"required","target":"https://www.capterra.ca/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Financial Services Software","description":"Discover and compare Free Financial Services Software Applications & Tools. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.","url":"https://www.capterra.ca/directory/31123/financial-services/pricing/free/software?page=2","about":{"@id":"https://www.capterra.ca/directory/31123/financial-services/pricing/free/software?page=2#itemlist"},"breadcrumb":{"@id":"https://www.capterra.ca/directory/31123/financial-services/pricing/free/software?page=2#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.ca/directory/31123/financial-services/pricing/free/software?page=2#webpage","mainEntity":{"@id":"https://www.capterra.ca/directory/31123/financial-services/pricing/free/software?page=2#itemlist"},"isPartOf":{"@id":"https://www.capterra.ca/#website"},"publisher":{"@id":"https://www.capterra.ca/#organization"},"inLanguage":"en-CA"},{"@type":"BreadcrumbList","@id":"https://www.capterra.ca/directory/31123/financial-services/pricing/free/software?page=2#breadcrumblist","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Free Financial Services Software","position":2,"item":"https://www.capterra.ca/directory/31123/financial-services/software","@type":"ListItem"},{"name":"Page 2","position":3,"item":"https://www.capterra.ca/directory/31123/financial-services/software?page=2","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Free Financial Services Software - Capterra Canada 2026","@context":"https://schema.org","@type":"ItemList","@id":"https://www.capterra.ca/directory/31123/financial-services/pricing/free/software?page=2#itemlist","itemListElement":[{"name":"Flowie","position":1,"description":"Flowie is the ultimate Procurement and Finance Operations platform for modern companies.\n\nFlowie centralizes Procure-to-Pay (P2P), Order-to-Cash (O2C) and Cash Flow Management, all with a consumer-grade user experience.\n\nFlowie has global coverage : the platform allows you to manage invoices from and to more than 60 countries, while being 100% tax compliant (e-invoicing).\n\nFlowie synchronizes natively in a few minutes with all of the company's tools, without the need for an integrator.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/36384f04-a1e3-43f5-a088-c0b6d681dd3a.png","url":"https://www.capterra.ca/software/1051263/flowie","@type":"ListItem"},{"name":"MurphFin","position":2,"description":"MurphFin is an AI-powered financial planning software that creates business plans with five-year financial projections. Its nine-step wizard guides users through revenue forecasts, cost calculations, EBITDA, and net income projections, generating cash flow statements and balance sheets for accuracy. \n\nSpecializing in Italian funding programs like ON and Resto al Sud, MurphFin tailors plans to maximize grants and loans by analyzing expenses, verifying eligibility, and redistributing investments to meet criteria. Scenario analysis tools model outcomes, while sector benchmarking across 15 ATECO sectors and SWOT assessments evaluate strategic positioning. An AI assistant trained on 148 regulatory documents answers questions about program requirements, expenses, and deadlines. \n\nThe software generates exportable documentation with charts, tables, and AI-written narratives. As an NVIDIA Inception partner, MurphFin uses proprietary AI to deliver strategic insights.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fd2cef75-5579-40d3-bf3b-6c6b296e0c2e.png","url":"https://www.capterra.ca/software/1091480/MurphFin","@type":"ListItem"},{"name":"The Invoice Hive","position":3,"description":"The Invoice Hive is AI-powered software for invoice and bank reconciliation, extracting data from PDFs and bank statements to eliminate manual entry. It imports amounts, dates, parties, and line items into structured records, centralizing payables, receivables, and bank activity in one workspace for matching, reviewing, and reconciling transactions. \n\nThe platform flags anomalies like invoice irregularities, payment mismatches, vendor discrepancies, and suspicious patterns, providing context and evidence for each. Admins can resolve issues, dismiss false positives, escalate concerns, and adjust thresholds. Auto-match pairs bank statement lines with invoices when confident matches are found. \n\nThe Invoice Hive supports CSV and PDF uploads, displaying matched, unmatched, and pending transactions in a reconciliation view. It offers English and Spanish interfaces, organizes clients and providers in directories linked to invoices, and enables role-based access for team collaboration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7bcc86ea-682a-41dd-8847-6cc0cc0fbf1b.png","url":"https://www.capterra.ca/software/1094931/The-Invoice-Hive","@type":"ListItem"},{"name":"Treeova","position":4,"description":"Treeova Technologies is a no-code AI-powered options trading automation workspace for retail traders.\n\nKey Innovation:\n\n- Describe your strategy in plain English and our Prompt-to-Agent Chain Generator builds autonomous agent chains using up to 95+ tools and reinforcement learning.\n\nMain Features:\n\n- Prompt-based Arch-AGI agents with 7-pass conviction scoring  \n- Real-time TradingView charts and options chain analysis  \n- Visual no-code strategy builder with backtesting  \n- Funded $100K paper trading account  \n- Built-in education hub  \n- Direct integrations with Robinhood, Tastytrade, Webull, TradeStation, Lightspeed + more  \n- Triobol credit system for premium AI features\n\nPerfect for beginners and experienced traders who want to automate without coding or spreadsheets. All users start with a free account.\n\nTreeova Technologies Inc is headquartered in Cedar City, Utah.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63e3c4dd-60b0-4ed0-a077-8e7414cf3f07.jpg","url":"https://www.capterra.ca/software/1095605/Treeova","@type":"ListItem"},{"name":"Godel Terminal","position":5,"description":"Godel Terminal is an institutional-grade financial data platform built for equity teams. It is used by hedge funds, family offices, asset managers, and active-equity RIAs. The tool includes real-time news with watchlist filtering. It offers real-time market data, corporate filings, analyst ratings, forward-looking estimates, fundamental analysis, and real-time charting via a web-based terminal using the same command syntax buy-side teams already know. Teams use it for pre-trade research, news-driven trading, position monitoring, and lookups across the desk without waiting in line for the firm's existing legacy terminal users to send back a screenshot.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/930b0fbb-6d2e-4862-ae13-b2c1b373703a.jpeg","url":"https://www.capterra.ca/software/1097261/Godel-Terminal","@type":"ListItem"},{"name":"Terminal Investor","position":6,"description":"Terminal Investor is stock screening software that identifies undervalued securities using value investing principles. It analyzes over 5,000 stocks daily on NYSE, NASDAQ, and AMEX, applying a 13-criterion scoring system based on Graham-Buffett methodology. The software scans markets in real time, evaluating metrics like price-to-earnings ratios, debt levels, cash flow, and growth indicators. The platform delivers AI-ranked stock picks with confidence scores before market open. It screens ETFs with a 10-criteria framework and evaluates bond ETFs with a safety-first approach, excluding high-yield securities. PDF reports are generated for each screening run, with automated email delivery. Users can customize screening parameters, select exchanges, timeframes, and geographic markets, including international stocks. The platform supports single-ticker analysis for research and API integration for proprietary systems. An archive of reports and logs is maintained for monitoring execution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60c5a694-8aa9-413a-b275-3a6a9711b988.png","url":"https://www.capterra.ca/software/1100473/Terminal-Investor","@type":"ListItem"},{"name":"EFICYENT","position":7,"description":"EFICYENT is a B2B cross-border payments platform that helps businesses send, receive, and manage international transactions across 190+ countries and 100+ currencies. It combines multi-currency global accounts with Smart FX, EFICYENT's foreign exchange engine offering competitive, transparent rates to lower conversion costs, alongside a global payout network for fast, reliable transfers in local currencies.\nBusinesses can issue virtual and physical cards for global expenses, automate payments via a documented API, or launch their own branded payments experience with EFICYENT's white-label solution. The platform operates under multiple regulatory licenses across major regions, serving banks, fintechs, marketplaces, payroll providers, importers/exporters, NGOs, and educational institutions worldwide.nks, fintechs, marketplaces, payroll providers, importers/exporters, NGOs, and educational institutions worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f5527f34-e4f4-4dce-bc7f-03c0b6c27f14.jpg","url":"https://www.capterra.ca/software/1101933/EFICYENT","@type":"ListItem"}],"numberOfItems":7}
</script>
