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Financial Services 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.
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Coconut Software
4.6
(18)
Local product
Local product
Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze.
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At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences.
Our appointment scheduling, queue management, and video banking solutions are trusted by 150+ leading financial institutions across North America, including RBC, Vancity, and Rogue Credit Union.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Multi-jurisdiction, streamlined CRS/FATCA classification, remediation, and reporting solution for Fis and CSPs.
Learn more about CRS/FATCA One
Multi-jurisdiction CRS and FATCA classification, case management, and reporting solution that helps FIs and Corporate Service Providers to be in compliance while streamlining their processes, mitigating regulatory risks and lowering the cost of compliance.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
Over 26 million businesses choose PayPal to power their online payments both home and abroad. With easy setup, world-class fraud and seller protection tools, youll be able to reach more buyers and driver higher sales with PayPal. Whether youre selling on your own website or on marketplaces or via social media you can receive and send payments anywhere in the world with your all-in-one business account for online payments
24/7 Fraud Protection - Easy Integration - Global Expertise
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Automate your client bookings, cancellations, reminders, and payments by using the world's friendliest online scheduling software.
Save time and reach more new clients anytime, anywhere, with Acuity's self-service appointment-booking magic. From the moment clients book with you, Acuity's there 24/7 to automatically send branded & customized booking confirmations, deliver text reminders, let them reschedule based on your availability, and process payments. With Acuity, your day-to-day runs more smoothly! Customize individual calendars for your staff and locations, and set up appointment types that keep clients coming back.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Cloud-based secure digital wallet application designed for processing payments, track sales, share offers, and more
Cloud-based secure digital wallet application designed for processing payments, track sales, share offers, and more
Learn more about Google Pay
Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Financial services accounting software—the 1st and only preferred provider of the AICPA.
The #1 accounting software for more than 850 financial services firms that collectively manage more than $1.4 trillion AUM. Learn more about Sage Intacct, the cloud financial solution that’s ideal for financial services firms like yours. Nurture your assets under management through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated multi-entity financials.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Discover SAP S/4HANA Cloud, a complete ERP system with embedded AI and machine learning.
SAP S/4HANA Cloud is a complete enterprise resource planning (ERP) system with built-in intelligent technologies, including AI, machine learning, and advanced analytics. It helps companies adopt new business models, manage business change at speed, orchestrate internal and external resources, and use the predictive power of AI. Benefit from tight, native integration between processes, industry depth, and a consistent in-memory data model.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can choose to Update/ Overwrite/ Duplicate existing QuickBooks transactions with file data. Ability to un-do import changes. With bulk Import/ Delete/ Export, you have a comprehensive toolset to do any sort of QuickBooks bulk operations.Take advantage of our free premium support.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Spendesk is a 7-in-1 cloud SaaS spend and financial management solution for scale-up and enterprise businesses.
Spendesk is a cloud SaaS spend and financial management solution for scale-up and enterprise businesses. Built by finance experts for finance teams, it gives CFOs and accounting firms real-time data about company spend, payments, transactions, and purchase orders. Create instant reports and get a complete spend overview any time you need - without waiting for credit card receipts and expense claims. Trusted by over 3,500 companies, Spendesk helps businesses everywhere spend smarter.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
We help make it easy to get paid. It's that simple. We've been helping businesses accept payments anytime, anywhere since 1996.
🏆Voted the Best Payment Gateway for Fraud Prevention by Forbes!
Authorize.net helps makes it simple to accept electronic and credit card payments in person, online or over the phone. Get solutions that go to work for your business and let you focus on what you love best.
A community of nearly 500,000 merchants strong. That's a lot of passion. As a leading payment gateway, Authorize.net handles more than 1 billion transactions and $149 billion in payments every year.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Dialer software built for high connect rates. PhoneBurner powers millions of conversations, with average answer rates exceeding 10%.
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.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Sage 300cloud is an ideal business management solution for growing service and distribution businesses.
Sage 300cloud helps business manage their finance and accounting needs.The product takes the complexity out of managing business finances across borders, in multiple currencies and locations.Sage 300cloud is especially sought after by companies with complex corporate structures such as multi-entities, franchisees, and companies with an international subsidiary as it has strong GL consolidation features and can easily account for intercompany transfers automatically. test
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Modern Apps Powered by Process
Modernize operations with process automation, low-code apps and AI
Bizagi’s industry-leading platform for low-code process automation connects people, applications, robots, and information. As the most business-friendly and flexible solution on the market, Bizagi enables true collaboration between business and IT, delivering faster adoption and success. Fuelled by a community of 1 million users, Bizagi powers over 1,000 organizations worldwide including Adidas, BAE Systems, and Old Mutual. For more information visit www.bizagi.com
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Manage your credit & risk through reports & predictive analytics. This scalable solution puts Dun & Bradstreets data at your fingertip
Leverage D&Bs business credit reports and predictive analytics to manage your customers' trade credit risk and grow your business.
Larger businesses: Blend your accounts receivable data with D&B data for detailed risk assessments with D&B Credit Advantage. Automate credit decisions with D&B Credit Premium.
Small Businesses: Credit Essentials is designed for small businesses to perform credit checks and agree new credit terms, to knowing your own companys score and recommended credit limits.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Finance for the way you work. Payments, cards, capital, and spend management all in one place. The only account you’ll ever need.
Brex makes it easy for founders, finance teams, and employees to spend smart, grow fast, and enjoy the ride.
Payments, cards, capital, and spend management all in one place. The only account you’ll ever need.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Payhawk enables you to run your global operations by opening dedicated bank accounts, issuing company cards & making bank payments.
Payhawk enables businesses to run their global operations by opening dedicated bank accounts, issuing corporate cards and making bank payments in local currencies.
With Payhawk you can manage operations across multiple global entities within a single platform. Through Payhawk, you can open regional bank accounts with dedicated IBAN (EUR, GBP and more), make free bank transfers in multiple currencies, and leverage low FX rates for intra-currency payments.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Data-centric Fourth Era ERP with Embedded AI
Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human resources, it records and stores all your core business data on a centralized database. The application is more focused on the data, information and agility of the process, as well as being able to respond to a fast-moving and volatile business environment.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
A SaaS payroll and leave app for Malaysian businesses.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Malaysian SMEs.
Our online software allows business owners and HR managers to run LHDN approved payroll in just a few clicks. Our aim is to make payroll simple and quick, and our user-friendly interface makes it easy for anyone to run payroll.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.
Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Leading financial institutions, state governments, and embedded financial affiliate groups can seamlessly utilize Vestwell’s innovative and scalable platform to provide flexible, cost-effective, and user-friendly workplace savings programs to their small business clients and individual savers.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions.
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates.
Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with clients.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
The business finance solution that energizes SMEs and freelancers.
Qonto makes day-to-day banking easier for SMEs and freelancers, thanks to an online business account combined with invoicing, bookkeeping, and spend management tools. With an innovative product, highly responsive 7/7 customer service, and clear pricing, Qonto has become the European leader in its category. Qonto is a powerful Business Account for your everyday banking needs. It offers local IBANs (🇫🇷 French / 🇩🇪 German / 🇮🇹 Italian / 🇪🇸 Spanish).
You can use payment cards to spend up to €200,000/month with no hidden costs, allowing you to pay online, in-store, and abroad.
Transfers come with flexible payment methods, and transactions include unlimited history and real-time notifications.
Financing is made easy with access to integrated financing options.
Leverage our financial tools, including invoice management, spend management, and bookkeeping.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Make it easy for customers to connect their financial accounts to your app
Digital wealth platforms can increase customer lifetime value with Plaid. Fund accounts instantly and securely while unlocking tailored financial advice that helps customers manage cash flow and understand investments.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
MetaTrader 5 platform offers a turnkey solution for mutual funds, prop trading, and investment companies right out of the box.
Create a multi-asset infrastructure on a single platform in a couple of days. You no longer need separate terminals with standalone analytics. MetaTrader 5 is the only solution which allows the combining of different markets within a single platform, the gathering of the general statistics, while it also enables full control over any number of funds. Ultimately, such capabilities can assist in earning the trust of potential and existing investors.
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
Local product
Fluent is a powerful document automation platform that revolutionizes how enterprises generate data-driven templates.
Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.
-Work on templates in MS Word, Excel, or PowerPoint
-Link data from JSON, XML, SQL databases, or 150+ supported integrations
-Automate documents like reports, contracts, and presentations in PDF, HTML, DOCX, XLSX, PPTX, RTF, direct to printer, or as images
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Features
- Financial Management Software
- Transaction Monitoring
- Risk Management Software
- Billing & Invoicing
- Reporting/Analytics
- For Financial Institutions
