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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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Business software that reviews proposed payments before payments go to the bank & helps protect organisations from fraud and errors. Learn more about VigilantPay
VigilantPay sits between the Payroll and ERP systems of an organisation and their banking platform, analysing proposed payments prior to the bank being instructed to make payment. By being embedded in these payment and approval processes VigilantPay assists by automating robust checks and ensuring separation of duty. VigilantPay performs a range of cross checks within seconds that are not humanly possible to perform in real-time during the crucial approval stage. When erroneous payments are detected it also highlights that other controls Vigilance does this by receiving payment batch files from the company's accounting/payroll system and then uses numerous algorithms and AI smarts to review and compare the BANK ACCOUNTS associated with each proposed payment. It then highlights these to the appropriate authorizer and/or owner so suspicious transactions can be further reviewed PRIOR to payment. Learn more about VigilantPay

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • For Financial Institutions
Xapii is Tiimely’s lending automation platform that transforms customer data into actionable insights to automate lending decisions Learn more about Tiimely
Xapii is Tiimely’s proprietary-built lending automation platform that instantly transforms customer data into actionable insights to automate a lending decision. Xapii is powered by sophisticated data models, trained over seven years. It’s configured for compliance with Australian lending regulations​. The platform can be utilised by white-label, SaaS modules & APIs. Learn more about Tiimely

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • For Financial Institutions
Xapii Decide automates your lending affordability assessment so you can improve unit economics, and lower fulfilment costs. Learn more about Decide
Xapii Decide automates your lending affordability and serviceability assessment. Our easy-to-integrate, flexible solution allows you to convert admin-heavy workflows into simple, efficient processes that scale. Automate lending decisioning to simplify assessments, improve unit economics, and lower fulfilment costs. Xapii Decide cohesively evaluates applications according to product, customer, and credit policy rules - all entirely configurable for your business. Learn more about Decide

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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 Learn more about PayPal

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about Acuity Scheduling

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about Sage Intacct

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about SAP S/4HANA Cloud

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about SaasAnt Transactions

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about Spendesk

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about authorize.net

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • For Financial Institutions
Boost sales team productivity up to 4x with our top-rated Power Dialing & Sales platform. Blend phone/email/SMS and close deals faster.
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. Learn more about PhoneBurner

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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 Learn more about Sage 300cloud

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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 Learn more about Bizagi

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about Brex

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about D&B Finance Analytics

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about Payhawk

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about Focus X

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • For Financial Institutions
Pay Utility bills, tv subscriptions, recharge airtime, send gift cards, data subscriptions and get your customized business loans
AppNomu is a web application that help clients recharge their mobile phones with data and airtime, purchase and send gift cards, get loans for personal, business and soma loans to boost their ideas. We are a free platform which does not require any subscription except service purchase that can be done through the application directly without any paperwork. Learn more about AppNomu

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about PayrollPanda

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about Tax Clarity

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about Total Expert

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • 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. Learn more about MetaTrader 5

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • For Financial Institutions
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 Learn more about Fluent

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • For Financial Institutions
Sales Acceleration Platform for the world's largest Financial Services Institutions.
Vymo is the Sales Acceleration Platform for leading Financial Institutions across the world. It solves for frontline personnel, sales managers and business leaders through mobility, insights and industry playbooks. 60+ global financial institutions have deployed Vymo to solve over 18 deep industry-relevant use cases ranging from allocating leads to the best-fit salespeople to identifying potential cross-sell opportunities and driving conversions. Learn more about Vymo

Features

  • Risk Management
  • Reporting/Analytics
  • Financial Management
  • Transaction Monitoring
  • Billing & Invoicing
  • For Financial Institutions