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description: Page 3 - Compare the best Financial Services Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.
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title: Page 3 - Financial Services Software - Prices & Reviews - Capterra New Zealand 2026
---

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# Financial Services Software

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> 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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## Products

1. [Intergiro](https://www.capterra.co.nz/software/1035444/intergiro) — 4.8/5 (12 reviews) — Intergiro offers merchant business accounts to companies of all sizes offering same-day settlement and free business banking services.
2. [finban](https://www.capterra.co.nz/software/1045961/finban) — 4.7/5 (12 reviews) — finban is a solution that helps small and medium enterprises with liquidity planning \&amp; business metrics
3. [Deepvue.tech](https://www.capterra.co.nz/software/1048485/deepvue-tech) — 4.8/5 (12 reviews) — Identity verification platform that helps businesses perform automated KYC, due diligence checks, and risk-based underwriting.
4. [Finario](https://www.capterra.co.nz/software/182306/finario) — 4.8/5 (11 reviews) — Finario is the first capital planning solution for intelligent Capex decisions and accurate capital project forecasts.
5. [Cledara](https://www.capterra.co.nz/software/186708/cledara) — 4.5/5 (11 reviews) — Cledara lets you know exactly what's going on with software spend in your company at all times and finally take control of it.
6. [Handit](https://www.capterra.co.nz/software/216287/handit) — 4.8/5 (11 reviews) — Handit is a flexible budgeting software that helps integrate and maintain your organization's budget culture.
7. [VigilantPay](https://www.capterra.co.nz/software/180397/vigilance) — 4.5/5 (10 reviews) — Business software that reviews proposed payments before payments go to the bank \&amp; helps protect organisations from fraud and errors.
8. [Clay](https://www.capterra.co.nz/software/1038999/clay) — 4.7/5 (10 reviews) — Financial management solution that helps businesses automate accounting entries, bank reconciliation, supplier management, and more.
9. [Forecastr](https://www.capterra.co.nz/software/1051768/forecastr) — 4.5/5 (10 reviews) — Forecastr is an out-of-the-box finance function for your business. Get the best financial modeling software with the support you need.
10. [DynamicDocs Excel to PDF Add-in](https://www.capterra.co.nz/software/1084369/DynamicDocs-Excel-to-PDF-Add-in) — 5.0/5 (10 reviews) — DynamicDocs Excel to PDF Add-in is a conversion tool that transforms Excel data into professional PDF documents with minimal steps.
11. [MeridianLink DecisionLender](https://www.capterra.co.nz/software/37790/decision-lender) — 4.7/5 (9 reviews) — Cloud‑based loan origination and decisioning software that automates consumer lending workflows across direct and indirect channels.
12. [FactSet](https://www.capterra.co.nz/software/176269/factset) — 4.9/5 (9 reviews) — FactSet provides integrated software and data solutions to investment professionals.
13. [SnapAP](https://www.capterra.co.nz/software/188974/snapap) — 4.4/5 (9 reviews) — SnapAP cloud-based application offers complete Procure-to-Pay digitized workflow, from requisition to strategic payment management.
14. [nCino Cloud Banking Platform](https://www.capterra.co.nz/software/140944/ncino) — 4.3/5 (8 reviews) — The Cloud Banking Platform empowers financial institutions to increase efficiency, transparency, profitability, and compliance.
15. [Kyriba](https://www.capterra.co.nz/software/158748/the-treasury-cloud) — 4.4/5 (8 reviews) — Kyriba provides cloud-based solutions designed to optimize cash management, risk management, payments, and working capital strategies.
16. [Instant Bank Verification](https://www.capterra.co.nz/software/185715/instant-bank-verification) — 3.9/5 (7 reviews) — The smartest, most cost-effective financial data aggregation \&amp; verification solution.
17. [FAD](https://www.capterra.co.nz/software/203719/fad) — 4.9/5 (7 reviews) — With FAD you can remotely contract or sign any document with full legal validity.
18. [Justt](https://www.capterra.co.nz/software/1024806/justt) — 4.3/5 (7 reviews) — Justt is the world's first smart chargeback solution that tailors each response and improves over time.
19. [Ivalua](https://www.capterra.co.nz/software/103260/ivalua-buyer) — 3.8/5 (6 reviews) — Ivalua provides a market-leading solution that Procurement can leverage to both secure compliance and bring more value to the business.
20. [TreasuryView](https://www.capterra.co.nz/software/116277/treasuryview) — 4.8/5 (6 reviews) — Automate bank loans, intercompany funding, and derivatives tracking for finance teams.Monthly subscription with flexible cancellation.
21. [timveroOS](https://www.capterra.co.nz/software/201030/timvero-core) — 5.0/5 (6 reviews) — Framework-native lending platform unifying origination, servicing, and analytics with deep code-level extensibility for banks.
22. [Dancing Numbers](https://www.capterra.co.nz/software/215755/dancing-numbers) — 3.5/5 (6 reviews) — Use Dancing Numbers to import, export, and delete the data from your QuickBooks Desktop.
23. [Growfin](https://www.capterra.co.nz/software/1028859/growfin) — 4.3/5 (6 reviews) — Streamline and automate your receivables process across (Finance and Customer facing) teams with Growfin
24. [SAP Taulia](https://www.capterra.co.nz/software/1007020/taulia) — 4.8/5 (6 reviews) — SAP Taulia, a global fintech leader, delivers AI-powered working capital solutions that unlock liquidity and drive supply chain resilie
25. [SBS Core Banking](https://www.capterra.co.nz/software/1063973/sbp-core-banking) — 3.8/5 (6 reviews) — SBS Digital Core empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital services at scale

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## Related Categories

- [Financial Reporting Software](https://www.capterra.co.nz/directory/30050/financial-reporting/software)
- [Banking Software](https://www.capterra.co.nz/directory/20008/banking-systems/software)
- [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)
- [Accounts Payable Software](https://www.capterra.co.nz/directory/30520/accounts-payable/software)
- [Accounts Receivable Software](https://www.capterra.co.nz/directory/30521/accounts-receivable/software)

## Links

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

-----

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Cledara is what companies use to scale their operational processes, comply with regulations and save money.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/47f6d3e1-da25-403c-aec5-b25d1229603a.png","url":"https://www.capterra.co.nz/software/186708/cledara","@type":"ListItem"},{"name":"Handit","position":6,"description":"Handit is a flexible budgeting and financial planning software that enhances organizational budgeting processes and financial insight. It integrates with existing systems to provide a unified financial view, allowing real-time analysis, scenario simulation, and comparison of budgeted versus actual figures. Customizable dashboards and reports enable tailored financial statements and projections. Handit's simulation tools allow modeling the impact of various financial changes, aiding strategic decision-making. Its user-friendly interface supports collaboration across departments, improving budgeting efficiency and reducing reliance on spreadsheets. 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When erroneous payments are detected, it also highlights that other controls and checks upstream are not working correctly.\n\nVigilance 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b8f37a48-8100-49e4-89b1-45fa8a77f285.jpeg","url":"https://www.capterra.co.nz/software/180397/vigilance","@type":"ListItem"},{"name":"Clay","position":8,"description":"Clay is financial management solution that helps businesses automate and streamline accounting processes for businesses. The platform acts as a centralized hub, integrating with banks, billing systems, and payroll to provide a real-time view of financial health. Its AI-based engine, Cassius, enables teams to automate bank reconciliations to reduce manual work and errors. Clay offers cash flow forecasting tools for financial planning.\n\nThe platform helps businesses streamline financial reporting with customizable dashboards and generation of balance sheets, income statements, and key reports. Clay serves as a bridge between business owners and accountants by providing a shared system for accurate, up-to-date financial management. The system enables businesses to manage multiple companies from a single panel, switching between accounts efficiently.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ad6bf0c2-1b7e-4025-85c5-271235d16fb5.png","url":"https://www.capterra.co.nz/software/1038999/clay","@type":"ListItem"},{"name":"Forecastr","position":9,"description":"Forecastr is an out-of-the-box finance function for your business. We're humans using data to create better financial outcomes. 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We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0456da6a-2ffc-481d-be0a-7d113a42fb71.png","url":"https://www.capterra.co.nz/software/176269/factset","@type":"ListItem"},{"name":"SnapAP","position":13,"description":"SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud.\n\nOver 50,000 companies using SnapAP worldwide. \n\nAnd 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. \n\nThe SnapAP travel expense module has reimbursed $30MM of employee expense invoices via SnapAP's direct American Express integration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2597c6b-6bf3-41e8-a9c6-de6ec5a5c8df.png","url":"https://www.capterra.co.nz/software/188974/snapap","@type":"ListItem"},{"name":"nCino Cloud Banking Platform","position":14,"description":"nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. 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Based on a secure, highly-scalable SaaS platform that leverages artificial and business intelligence, Kyribas pioneering Active Liquidity Network connects internal applications for treasury, risk, payments and working capital, with vital external sources such as banks, ERPs, trading platforms and market data providers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c004e95e-a882-4149-b44a-bcb842a83f84.png","url":"https://www.capterra.co.nz/software/158748/the-treasury-cloud","@type":"ListItem"},{"name":"Instant Bank Verification","position":16,"description":"Bring verified banking to every business transaction. Know instantly, using better data to make better decisions. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as the right-sized solution for your loan origination. IBV has access to over 15,000 financial institutions in the US and Canada. We process and report on billions of transactions for consumer lending and credit companies, business lenders, and mortgage and loan providers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/601f8bdd-a619-4c27-baf3-8faf3646526d.png","url":"https://www.capterra.co.nz/software/185715/instant-bank-verification","@type":"ListItem"},{"name":"FAD","position":17,"description":"With FAD you can remotely contract or sign any document with full legal validity. We are the only platform capable of guaranteeing that the signatories are who they claim to be, through elements such as a video of the person signing, trace memory, video of verbal acceptance of the agreement, constancy of conservation and much more.\n\nFAD allows you to sign documents from anywhere in the world, safely and instantly, creating a series of evidences 100% attributable in court.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/20ed79e3-8a2e-4d4c-87c0-b09dbd648c77.png","url":"https://www.capterra.co.nz/software/203719/fad","@type":"ListItem"},{"name":"Justt","position":18,"description":"Founded in 2020, Justt is the world's first smart chargeback solution that tailors each response and improves over time. Unlike template-based solutions, it uses AI-powered automation and domain expertise to generate dynamic arguments, customizing each response, no matter the volume or complexity. With a machine learning engine that's continuously running A/B tests in the background, Justt is the only chargeback solution that self-improves over time—helping merchants win more disputes effortlessly.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/84fc9df8-4040-44d0-beb7-e974dfe997a2.png","url":"https://www.capterra.co.nz/software/1024806/justt","@type":"ListItem"},{"name":"Ivalua","position":19,"description":"Procurement and Supply Chain Management\nin Financial Services \n\nIn the last decade, financial regulation has grown tremendously with restrictive capital requirements, stricter risk management obligations and new data privacy laws. Abiding by this broad regulation corpus is not an option anymore, failing to do so jeopardizes the core business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e3a88131-6fec-4b8f-8d6a-10d0ab0f6852.jpeg","url":"https://www.capterra.co.nz/software/103260/ivalua-buyer","@type":"ListItem"},{"name":"TreasuryView","position":20,"description":"Treasuryview is a treasury management system that automates tracking, valuation, and reporting of debt and derivative instruments through integrated market data. Unlike traditional TMS platforms requiring long-term contracts and months of implementation, Treasuryview operates on a monthly subscription with anytime cancellation and reaches functional status within hours with no IT setup. The platform eliminates spreadsheet-based tracking by consolidating bank loans, intercompany funding, and hedging instruments into a unified workspace. Pre-built financial logic handles interest accruals, payment schedules, and derivative valuations—eliminating formula errors and broken cell references common in Excel. Integrated data from global sources provides real-time valuations for swaps, caps, and FX instruments. Common for tracking 50+ loan facilities and generating board-grade reports in minutes. Built for commercial real estate firms, family offices, and mid-market organizations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9528c2b5-c9e4-4624-b447-d50196314902.png","url":"https://www.capterra.co.nz/software/116277/treasuryview","@type":"ListItem"},{"name":"timveroOS","position":21,"description":"timveroOS is a framework-native lending operating system built for banks and lenders that require both flexibility and control.\nIt provides a production-ready core for loan origination, servicing, portfolio management, and analytics, while allowing institutions to extend and adapt business logic to their specific products, regulations, and markets.\nUnlike rigid off-the-shelf platforms, timveroOS is designed to be extended at framework level — enabling teams to implement custom workflows, risk logic, compliance rules, and integrations without rebuilding core lending fundamentals.\nWith built-in support for complex loan lifecycles, secure operations, and deep data integrations, timveroOS helps financial institutions launch new lending products faster, operate reliably at scale, and evolve their systems as business needs change.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8473c148-b409-4c24-a03a-69a6ce535610.png","url":"https://www.capterra.co.nz/software/201030/timvero-core","@type":"ListItem"},{"name":"Dancing Numbers","position":22,"description":"Dancing Numbers simplifies the process of importing, exporting, and deleting accounting data in QuickBooks. 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With a global network of 40+ funding partners and over $800 billion in annual transaction volumes, SAP Taulia offers the most comprehensive set of working capital management tools in the industry - seamlessly embedded into SAP’s Business Suite. 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