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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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277 results
OneCore for Microsoft Dynamics is the Microsoft certified financial services software solution for loans, leases, rentals and more.
Learn more about OneCore
OneCore is the all-in-one solution for financial services companies. It is fully integrated with Microsoft Dynamics 365 Business Central, therefore allowing its users to take full advantage of the platform.
It automates the processes of financing, renting and lending of almost any type of assets on the market, including operating lease with services and is integrated with accounting.
The solution includes personalised reporting and dashboards of accounting and business data in the system.
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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
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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.
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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.
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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.
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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.
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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
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
- 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
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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.
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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.
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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.
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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.
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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
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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
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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.
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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.
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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.
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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.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Xente enables businesses to manage finances from one dashboard offering features such as spend management, mobile banking, and more.
Xente is a business software platform that provides digital bank accounts, Visa debit cards, mobile money, spend management, and more to simplify payments and finance for SMEs and enterprises in Africa. The software offers multi-currency virtual accounts, digital payment options like physical and virtual Visa cards and mobile money, and tools to automate financial operations so businesses can grow.
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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
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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.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Award winning accounting software created for forward-thinking multi-entity businesses.
AccountsIQ’s award-winning financial management software enables multi-entity businesses to grow faster and make better business decisions through the power of intelligent accounting. Its advanced cloud-based functionality delivers automation that streamlines and simplifies finance processes. Bespoke reporting, faster consolidation and in-depth strategic analysis boost collaboration across complex businesses. It also has unique architecture that integrates with major third-party applications.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Serrala enables the digital ‘Office of the CFO’ by integrating finance and treasury into one central ecosystem for corporate payments.
Serrala is a global financial automation and B2B payments software company creating more secure payment capabilities worldwide for enterprises of all sizes. We are pushing the boundaries of finance software by integrating finance and treasury into one central ecosystem for corporate payments.
Our suite of differentiated on-premise, cloud and SaaS solutions enable the digital ‘Office of the CFO’ providing real-time insights to reduce costs, increase efficiencies, and control risk.
Learn more about Serrala Suite
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Corpay's expense management solutions offer businesses a seamless end to end solution for managing expenses from procure to pay.
Corpay provides AP Automation, commercial cards and expense management solutions to businesses of all sizes. Smarter spend management from procure to pay.
Our Corpay Complete solution enables comprehensive automated purchase orders, invoice and payment processing, commercial cards and expense management from one platform with a single user interface.
Corpay also offers full payment automation through the AP Gateway and Expense Management through the Expense Track platform and app.
Learn more about Corpay
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
IRIS CRM is a premier sales automation software company serving clients that focus on sales. Expertise stems from payments industry.
IRIS CRM is a premier cloud-based business management system servicing clients in the payment processing industry. IRIS CRM was created as an ERP for agents, ISOs, and banks looking to consolidate their day-to-day operations into a single tool. IRIS CRM features include residual income calculations, merchant onboarding, lead and account lifecycle tracking, integrated Outlook and Google, and a transaction reporting dashboard for a growing list of compatible processing networks.
Learn more about IRIS CRM
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Probe42 is the largest platform providing in-depth information on all private companies in India curated from 746 data sources.
India’s #1 Corporate Information Platform : Probe42
Access up-to date information on over 25 Lakh Companies in India.
Includes information from over 700+ public information sources on these companies including MCA, all court records, tribunals, credit rating, defaulter, etc
Can be accessed through your browser or mobile. Easy to use and simple sign up process.
Probe42 Benefit
- Increase Sales
- Reduce Receivables
- Benchmark Business
- Mitigate Supplier Risk
Sign-up Today.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze.
Make navigating your digital and in-person channels a smoother process for customers, members, and staff.
Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze. With Coconut’s self-serve tools, customers and members choose when and where they engage your team in just a few simple steps—no lineups or call queues necessary.
Learn more about Coconut Software
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Banking solution that enables incumbent and challenger financial to build innovative and scalable products.
BankOne is a suite of Integrated Banking and Payment automation solutions designed to enable Financial Institutions, to achieve end-to-end automation of their operations, while exposing core services to end customers through multiple alternative channels including ATM’s, POS terminals, Web Browsers, Mobile phones, and independent agents.
It is delivered as a Banking-as-a-Platform (BaaP) model, allowing Financial Institutions to outsource their IT infrastructure responsibilities.
Learn more about BankOne
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.
Learn more about emX
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
The premier savings, loan, and pooled investments for managing 65+ diocese parish finances for over 22 years!
DLS Financials will add the ability to manage savings, loan, and pooled investment sub-accounts for your diocese parishes and interface with all of these other main Accounting System shown. Manage accounts by entering transaction, printing statements, letters, emails, invoices, as well as providing an online portal for them to view those accounts. Then use the transaction export to send those transactions to these other main accounting systems through GL and AP accounts.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
PayNet provides White-labeled Neo Banking and Payment software solutions.
PayNet provides White-labeled neo-banking and Payment software solutions to enable Payments
We have ready-to-use modules and pre-built apps to launch
- Corporate and Mobile Banking
- Digital Wallets
- Payments and Collections
- Loyalty and Rewards
Benefit :
To go to market 10 X faster
50% lower maintenance cost
Data Security Certified
Learn more about PayNet Banking Platform
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Automates transactional datasets, converting complex financial data into an easy to understand, accessible, and reconcilable format.
Kani exists to tackle some of FinTech's hardest challenges within the Payments industry.
BIN sponsors, challenger banks and other FinTechs are using kani to do weeks' of transaction reporting and reconciliation work in seconds.
Our SaaS platform consumes large financial datasets and takes all of the complexity out of interrogating this data, enabling reconciliation and regulatory reporting in minutes - from automated reconciliation and streamlined compliance, to report building.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
GST, VAT, Sales and use tax system product suite that offers indirect tax policy configuration, calculation, remittance, and filing.
Indirect tax is a software suite of products that were specifically made to help small to large companies with tax responsibilities. The products support companies to manage their sales & use tax, VAT & GST. These factors are managed with our 4 products: Determination software, which determines & analyzes, Indirect Compliance software that helps with the management, Fast Sales Tax software focuses on compliance and lastly, Certificate Manager validates, tracks and governs exemptions certificates
Learn more about ONESOURCE Indirect Tax
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
B4B Payments provides smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify
B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives.
With over 1,000 customers and growing, B4B Payments, voted the Best Prepaid Product of the Year in 2019, operates throughout Europe and North America.
Learn more about B4B Payments
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Intergiro offers merchant business accounts to companies of all sizes offering same-day settlement and free business banking services.
Intergiro is a Swedish Fintech firm that specializes in providing merchant business accounts to companies of all sizes. This platform has been crafted with the goal of being highly accessible, so your transactions can be processed the same day. This makes it an ideal choice for businesses that need swift payment processing in order to keep their operations running optimally.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Innovative and compliant digital interaction technology for financial institutions to humanize remote customer interactions
Innovative and compliant digital interaction technology used by the world’s leading financial institutions to humanize remote onboarding, acquisition or advisory.
With Surfly, banks and credit unions can quickly enable compliant collaboration via co-browsing, video chat, and e-signing across the websites, portals, or apps that already make up the digital journey.
Surfly is fully customizable, and works on any device and platform, instantly—no software to download and no code to add.
Learn more about Surfly
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Cledara lets you know exactly what's going on with software spend in your company at all times and finally take control of it.
Cledara lets you know exactly what's going on with software spend in your company at all times and finally take control of it.
Cledara helps you manage all things software in one place: from purchasing to management and cancellation. Cledara is what companies use to scale their operational processes, comply with regulations and save money.
Learn more about Cledara
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones.
TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities.
TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Sisum is a cloud-based solution for the management of industrial assets, operational processes and maintenance.
Sisum is a cloud-based solution for the management of industrial assets, operational processes and maintenance.
Learn more about Sisum
Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Infor SunSystems helps CFOs make sense of financial data from all their organization to make decisions based on their real-time reality
Infor SunSystems® Cloud is modern, robust, scalable financial platform to support your growth around the globe.
Gain the agility to transcend borders, languages and currencies while accessing critical, real-time information whenever and wherever needed.
Infor SunSystems helps CFOs make sense of financial data from all their organization to make decisions based on their real-time reality.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Finario is the first capital planning solution for intelligent Capex decisions and accurate capital project forecasts.
Finario’s capital planning solution provides the single source of truth required for intelligent Capex decisions and accurate capital project forecasts. Leading companies worldwide rely on our purpose-built cloud platform to secure and share this critical data for real-time financial process synchronization across the enterprise.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Accountfy is the SaaS platform that will take your accounting and financial management to a new level.
Accountfy is the SaaS platform that will take your accounting and financial management to a new level. This includes advanced automation, valuable insights and integration at its maximum.
With Accountfy, the accountant has access to a complete platform to automate processes, simplify the accounting consolidation and make financial analysis more precise. Join more than 500 economic groups that trust Accountfy with their financial control and obtain a high level controlling department.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Budget planning system for Brazil-based companies. It is applicable for sales, production, expenses, HR, investments and finances.
Budget planning system for Brazil-based companies. It is applicable for sales, production, expenses, HR, investments and finances.
Learn more about Handit
Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Clay is a FinTech that will allow your company to have a performance methodology and financial control.
HAVE YOU FELT IDENTIFIED WITH ANY OF THESE PHRASES?
"It is impossible for me to see my numbers on time."
”First I start the business and then I worry about the financial order.”
Lack of financial control by CEO/business owners, even being a cause of failure
Clay is a Fintech where we create technology to control your company's finances.
From the bank reconciliation, we add technology, design and automation to the financial construction process.
Learn more about Clay
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
SnapAP cloud-based application offers complete Procure-to-Pay digitized workflow, from requisition to strategic payment management.
SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud.
Over 50,000 companies using SnapAP worldwide.
And within the past 2.5 years, we have successfully processed $2 Billion of invoice payment transactions for our clients located in Canada, USA, Africa, the Middle East and Australia.
The SnapAP travel expense module has reimbursed $30MM of employee expense invoices via SnapAP's direct American Express integration.
Learn more about SnapAP
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.
PitchBook is a data provider offering Stock Market Data, Merger & Acquisition Data, Private Company Data, Private Equity Data, and Venture Capital Data. They are headquartered in United States of America.
What You Can Do:
• Private market intelligence
• Fundraising
• Deal Sourcing investments
• Due diligence
• Business development
• Networking
• Deal execution
• Benchmarking
• Asset Allocation
Learn more about PitchBook
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
Highly configurable Loan Origination Solution that accelerates growth while improving the financing experience.
MeridianLink DecisionLender, formerly TCI DecisionLender is a highly configurable & intuitive loan origination solution built with automotive, powersport, solar energy, home services and merchant and lifestyle financing companies in mind. Designed with today's latest technologies, DecisionLender seamlessly integrates with all major dealer portals, provides real-time reporting, and automates the lending process.
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Features
- Risk Management
- Reporting/Analytics
- Financial Management
- Transaction Monitoring
- Billing & Invoicing
- For Financial Institutions
