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description: Page 9 - 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 9 - 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. [Finpace](https://www.capterra.co.nz/software/1078016/Finpace) (0 reviews) — Finpace is AI-powered banking software modernizing financial operations and improving customer experiences for institutions.
2. [Sesami](https://www.capterra.co.nz/software/1078202/Sesami) (0 reviews) — Sesami is a cloud-based cash management platform using AI-powered software and devices for financial institutions and retailers.
3. [AgentFlow](https://www.capterra.co.nz/software/1078664/AgentFlow) (0 reviews) — AgentFlow is an agentic AI platform for reliably automating finance and insurance workflows by codifying internal knowledge.
4. [Oracle Corporate Banking Solutions](https://www.capterra.co.nz/software/1023458/oracle-corporate-banking) (0 reviews) — Cloud-based banking platform managing corporate lending, cash management, treasury, trade, and supply chain finance, and more.
5. [Kanbina](https://www.capterra.co.nz/software/1079186/Kanbina) (0 reviews) — Kanbina is finance automation software that streamlines accounting workflows and transactions via intelligent document processing.
6. [Nium Multi Currency Accounts](https://www.capterra.co.nz/software/1079195/Nium-Multi-Currency-Accounts) (0 reviews) — Nium Multi Currency Accounts software enables businesses to collect, manage, and disburse funds across multiple currencies globally.
7. [Finastra Trade Innovation](https://www.capterra.co.nz/software/1080047/Finastra-Trade-Innovation) (0 reviews) — Trade Innovation is the top booking engine for working capital and supply chain finance, seamlessly integrating workflow management.
8. [Loquat](https://www.capterra.co.nz/software/1080217/Loquat) (0 reviews) — Loquat provides: KYC/KYB, onboarding, virtual cards, lending, Loquat IQ and CALM Portal solutions for credit unions and banks.
9. [IronClad Family](https://www.capterra.co.nz/software/1081270/IronClad-Family) (0 reviews) — IronClad Family is a planning platform helping financial advisors uncover new revenue opportunities within their client base.
10. [Experian Partner Solutions](https://www.capterra.co.nz/software/1081276/Experian-Partner-Solutions) (0 reviews) — Experian Partner Solutions is white-label financial wellness and identity protection software that helps businesses increase revenue.
11. [MeridianLink One](https://www.capterra.co.nz/software/1082147/MeridianLink-One) (0 reviews) — Cloud-based platform unifying lending, account opening, mortgage, collections, and analytics for financial institutions.
12. [Hudson](https://www.capterra.co.nz/software/1082271/Hudson) (0 reviews) — Hudson is a payment software blending market expertise and banking tech to simplify transactions for businesses of all sizes.
13. [CIBIL](https://www.capterra.co.nz/software/1082895/CIBIL) (0 reviews) — CIBIL is a credit score API that provides financial institutions access to credit data for real-time decisions and risk assessment.
14. [Finastra Global PAYplus](https://www.capterra.co.nz/software/1084800/Finastra-Global-PAYplus) (0 reviews) — Global PAYplus is an ISO 20022-native, multi-rail payment hub enabling financial institutions to centrally process and manage payments.
15. [Epsilon Research](https://www.capterra.co.nz/software/1085501/Epsilon-Research) (0 reviews) — Epsilon Multiples Tool is market data software offering analytics for M\&A, private equity, and valuation professionals in Europe.
16. [Finovex](https://www.capterra.co.nz/software/1085802/Finovex) (0 reviews) — Brokerage management tool that helps businesses manage customer relationships, client portal, partner portal and compliance regulation.
17. [Paywize](https://www.capterra.co.nz/software/1086704/Paywize) (0 reviews) — Paywize is a fintech platform that provides infrastructure for managing payouts, collections, and connected banking operations.
18. [FinSofTek](https://www.capterra.co.nz/software/1087451/FinSofTek) (0 reviews) — Financial services solution that helps cooperatives and credit unions with member management, transaction processing \& reporting tools.
19. [MurphFin](https://www.capterra.co.nz/software/1091480/MurphFin) (0 reviews) — MurphFin is an AI software that helps businesses create business plans, optimize for funding programs, and build financial projections.
20. [Transacted](https://www.capterra.co.nz/software/1094893/Transacted) (0 reviews) — Transacted is private equity software that uses AI to automate data analysis, accelerate diligence workflows, and generate deliverables
21. [The Invoice Hive](https://www.capterra.co.nz/software/1094931/The-Invoice-Hive) (0 reviews) — The Invoice Hive automates invoicing and bank reconciliation with AI to cut data entry and detect anomalies.
22. [Break Analytics](https://www.capterra.co.nz/software/1095241/Break-Analytics) (0 reviews) — Break Analytics is IRA planning software that helps advisors model Roth conversions and create tax-efficient IRA strategies.
23. [Treeova](https://www.capterra.co.nz/software/1095605/Treeova) (0 reviews) — No-code AI-powered options trading automation for retail traders. Turn plain English prompts into autonomous agent chains. Start free.
24. [EQUAL](https://www.capterra.co.nz/software/1095707/EQUAL) (0 reviews) — EQUAL is a financial software that automates banking reconciliations and transactions to ensure control and traceability.
25. [Metagens.ai](https://www.capterra.co.nz/software/1096739/Metagens-ai) (0 reviews) — Metagens.ai is a fintech platform unifying lending, payments, compliance, and banking into one native deployment for digital lenders.

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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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It features customizable wallet structures for organizing different financial functions like budgets, payables, and receivables. The platform provides real-time transaction insights, automated reporting capabilities, and virtual account functionality for programmatic reconciliation. Users can track balances and move money instantly through the API or Nium Portal. The software integrates with marketplaces and digital platforms to automate fund collection and reconciliation across multiple solutions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/512af02c-80a4-445c-ab70-d7b1b08e0254.jpeg","url":"https://www.capterra.co.nz/software/1079195/Nium-Multi-Currency-Accounts","@type":"ListItem"},{"name":"Finastra Trade Innovation","position":7,"description":"Trade Innovation simplifies the complex processes and documentation involved in guarantee wording and workflows through complete digitization, leading to a reduction in processing friction and improved turnaround times. By implementing our solution, banks can fast-track their shift to paperless trade, integrate more automation into their operations, and respond rapidly to market needs. This is the future of trade finance, tailor-made for trade finance heads at banks who are prepared to pioneer in the digital era and deliver comprehensive trade finance solutions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d19854b4-9ab8-4a9c-b870-cf19724ba8d6.jpeg","url":"https://www.capterra.co.nz/software/1080047/Finastra-Trade-Innovation","@type":"ListItem"},{"name":"Loquat","position":8,"description":"Loquat Inc. is a fintech innovator enabling banks and credit unions to offer smart consumer and business banking to their customers and members.\n\nThe platform provides seamless KYC/KYB, fast onboarding; virtual cards; automated lending; an integrated portal for fraud detection, compliance monitoring, workflows, and analytics (CALM); a proprietary Loquat IQ solution utilizing FI data for strategic insights with interactive chat and continuous learning to enhance performance.\n\nLoquat meets the highest standards for security, compliance, and operations and is SOC 2 Type 2 certified\n\nCloud-agnostic platform integrates seamlessly via API and has a modular architecture to adapt to each institution’s needs","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5acd3a7-7b88-4c6f-80ce-e775e417f350.jpeg","url":"https://www.capterra.co.nz/software/1080217/Loquat","@type":"ListItem"},{"name":"IronClad Family","position":9,"description":"IronClad Family empowers financial advisors to discover new revenue opportunities by systematically identifying planning gaps worth $127K-$850K per client. \n\nThe platform automatically surfaces life insurance gaps, outdated estate documents, unprotected digital assets, and trust optimization opportunities, enabling advisors to generate $50K-$150K in additional annual revenue.\n\nAdvisors provide clients with military-grade secure digital vaults featuring zero-knowledge encryption and RUFADAA compliance for organizing financial accounts, investments, cryptocurrency, documents, and family instructions. \n\nThe platform integrates with existing advisor tech stacks (eMoney, Envestnet, RightCapital, AssetMap, MoneyGuidePro, Redtail) and includes automated gap discovery, revenue dashboards, and white-label branding. \n\nResults include 40% more referrals, 85% client retention, and differentiated positioning in holistic asset protection—while competitors fight over portfolio management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5599e8df-18c9-46a8-96ff-b7bcb615567a.jpeg","url":"https://www.capterra.co.nz/software/1081270/IronClad-Family","@type":"ListItem"},{"name":"Experian Partner Solutions","position":10,"description":"Experian Partner Solutions is a financial wellness and identity protection software that provides credit monitoring and identity protection tools. 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The software enables businesses to integrate credit education and planning features into their existing systems through a streamlined customer journey. \n\nExperian Partner Solutions allows organizations to implement comprehensive credit and financial management capabilities while maintaining their brand identity through customizable consumer portals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/71bec883-2358-40f4-bc49-94e56d3ebe1b.png","url":"https://www.capterra.co.nz/software/1081276/Experian-Partner-Solutions","@type":"ListItem"},{"name":"MeridianLink One","position":11,"description":"MeridianLink One is a cloud-based banking platform that connects consumer lending, mortgage origination, account opening, collections, and analytics within a unified system. Designed for banks and credit unions, it centralizes data and workflows to support digital lending and deposit operations. The platform enables institutions to manage applications, automate decisioning, streamline loan and account processes, and improve visibility across the customer lifecycle. Its modular structure allows organizations to adopt individual components or implement the full ecosystem as their needs evolve. By integrating lending, onboarding, and data intelligence tools, MeridianLink One helps financial institutions operate more efficiently and deliver consistent digital experiences across channels.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1152c215-4b97-4a67-89e9-730f38dde0d1.png","url":"https://www.capterra.co.nz/software/1082147/MeridianLink-One","@type":"ListItem"},{"name":"Hudson","position":12,"description":"Hudson is a platform that combines market expertise with modern banking software to streamline transactions. It automates contracts and transactions without human intervention and integrates with existing systems. 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These features create a comprehensive solution for complex transactions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9fd4b57a-fe34-4835-bbff-fcc3054cb84a.png","url":"https://www.capterra.co.nz/software/1082271/Hudson","@type":"ListItem"},{"name":"CIBIL","position":13,"description":"AOPAY CIBIL API is a credit score and reporting solution that helps financial institutions make informed lending decisions. Our API-based solution provides real-time access to credit reports, including scores, payment histories, account details, and credit utilization.\n\nOur CIBIL API retrieves credit scores and detailed summaries analyzing accounts, credit utilization, payment history, and credit age. It offers account-level details like loan types, credit limits, balances, and payment statuses. Risk assessment features calculate default probabilities, identify risk factors, and generate credit risk scorecards. Multi-bureau integration allows access to data from CIBIL, Experian, Equifax, and CRIF High Mark via a unified API.\n\nWith enterprise-grade security, SSL encryption, and compliance with RBI and PCI DSS standards, the API ensures transparency through audit trails. Integration works with RESTful architecture and includes SDKs for multiple programming languages.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6fba99ad-d684-4a6f-8be2-7d0539eb73d8.png","url":"https://www.capterra.co.nz/software/1082895/CIBIL","@type":"ListItem"},{"name":"Finastra Global PAYplus","position":14,"description":"Finastra Global PAYplus is an enterprise-grade, ISO 20022-native, multi-cloud, multi-country, multi-rail, microservices-based, composable software enabling banks, financial institutions, corporates, and businesses to centrally process and manage payments across multiple channels, currencies, and types, including real-time, ACH, high-value, cross-border, and stablecoin transactions. It ensures compliance with global and regional regulations, streamlines operations, provides end-to-end orchestration, and supports cost control while enabling modernization and innovation to meet evolving business and customer needs. With API-based connectivity, it integrates with bank’s existing and external systems, offering interoperability.\n\nBusiness problems are addressed through configurable business rules engine and pre-certified payment workflows, simplifying operational complexity and risk while delivering high scalability, flexibility, agility, security, and strong STP performance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/14b163de-959b-4a6a-bfdd-bb456acd7e81.png","url":"https://www.capterra.co.nz/software/1084800/Finastra-Global-PAYplus","@type":"ListItem"},{"name":"Epsilon Research","position":15,"description":"Epsilon Multiples Analysis Tool is market data software for transaction analysis in Europe. The database contains private M&A transaction multiples across various industries, providing detailed analysis and reports. The system focuses on small and mid-market transactions, allowing users to benchmark valuations, analyze trends, and gain insights into the private landscape. Its interface enables searching, filtering, and exporting data to support deal-making activities. Epsilon Multiples Analysis Tool delivers analytical capabilities through several reports including the Argos Mid-Market Index and SME Transmission Observatory. The database specializes in small-to-mid-sized transactions, offering relevant data backed by research expertise. The platform serves as a comprehensive resource for European private market information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d21fef14-fb51-483a-90e6-19f6da1ade33.jpg","url":"https://www.capterra.co.nz/software/1085501/Epsilon-Research","@type":"ListItem"},{"name":"Finovex","position":16,"description":"Finovex is a unified brokerage operations platform built for forex brokers, CFD brokers, and proprietary trading firms. It replaces fragmented CRMs, payment tools, IB systems, and prop trading platforms with a single, integrated system. One platform, one ledger, one source of truth.\n\nThe platform includes four core modules, including BackOffice360 for managing your entire brokerage operation, a white-label client portal for traders to manage accounts, deposits, and KYC, a partner portal for introducing brokers and affiliates to track commissions and referrals, and a prop trading module for running funded trader evaluations with real-time risk monitoring.\n\nFinovex integrates natively with MetaTrader 4 (MT4), MetaTrader 5 (MT5), and cTrader, providing real-time synchronization of balances, equity, positions, and trade history via WebSocket.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5a2b6bb-c7f6-4058-9b16-02b489b6ab81.jpg","url":"https://www.capterra.co.nz/software/1085802/Finovex","@type":"ListItem"},{"name":"Paywize","position":17,"description":"Paywize is a fintech platform that provides infrastructure for payouts, collections, and connected banking operations. The Payouts feature enables bulk disbursements through NEFT, RTGS, IMPS, or UPI with smart routing and multi-level approvals. Connected Banking allows businesses to manage multiple banks from one dashboard with real-time updates and secure API connectivity. The Collection feature supports UPI Collect, Intent, and dynamic QR codes. \n\nThe platform includes AI-powered Auto Reconciliation for matching transactions. Additional capabilities include instant Corporate Cards with expense tracking and Tax Automation for GST/TDS categorization. The platform offers developer-friendly APIs that unify banking, payments, and compliance functions to streamline financial operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9b5a76fd-5ba7-4555-8ce0-d9cd7a3f6a88.png","url":"https://www.capterra.co.nz/software/1086704/Paywize","@type":"ListItem"},{"name":"FinSofTek","position":18,"description":"Finsoftek is a cloud-based lending management system that helps businesses centralize the loan lifecycle for lenders and microfinance institutions. It enables teams to manage origination, contracts, collections, and reporting through a unified interface. Configurable workflows allow customization to meet specific needs, while tools support loan applications, credit checks, and disbursements.\n\nThe platform lets stakeholders automate payment reminders and reconciliation via email, SMS, and WhatsApp. It helps supervisors generate contracts, amortization schedules, and loan agreement documentation. Real-time dashboards provide portfolio performance metrics and delinquency rates for decision-making.\n\nSecurity features include user roles, permissions, and activity logs. Finsoftek integrates with payment gateways, credit bureaus, and ERP/CRM systems. Its mobile app, ProidR, enables field agents to manage collections and transactions remotely.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b03b2a3b-04c4-4ab2-be92-95fa9edcf0a1.jpg","url":"https://www.capterra.co.nz/software/1087451/FinSofTek","@type":"ListItem"},{"name":"MurphFin","position":19,"description":"MurphFin is an AI-powered financial planning software that creates business plans with five-year financial projections. Its nine-step wizard guides users through revenue forecasts, cost calculations, EBITDA, and net income projections, generating cash flow statements and balance sheets for accuracy. \n\nSpecializing in Italian funding programs like ON and Resto al Sud, MurphFin tailors plans to maximize grants and loans by analyzing expenses, verifying eligibility, and redistributing investments to meet criteria. Scenario analysis tools model outcomes, while sector benchmarking across 15 ATECO sectors and SWOT assessments evaluate strategic positioning. An AI assistant trained on 148 regulatory documents answers questions about program requirements, expenses, and deadlines. \n\nThe software generates exportable documentation with charts, tables, and AI-written narratives. As an NVIDIA Inception partner, MurphFin uses proprietary AI to deliver strategic insights.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fd2cef75-5579-40d3-bf3b-6c6b296e0c2e.png","url":"https://www.capterra.co.nz/software/1091480/MurphFin","@type":"ListItem"},{"name":"Transacted","position":20,"description":"Transacted is an AI-powered private equity diligence platform that converts messy data room source files into clean, structured data, eliminating manual tasks like scrubbing and rekeying financials. Its analytics engine delivers traceable diligence outputs on demand using natural language prompts and deterministic functions. All analyses are fully traceable to the specific cell range within the source file. The platform's agent understands deal-specific context and can generate complex diligence deliverables with firm-specific formatting that can be exported directly to PDF, PowerPoint, and Excel.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/54f9698f-e18f-45b8-a3fc-334871a9a0f5.jpg","url":"https://www.capterra.co.nz/software/1094893/Transacted","@type":"ListItem"},{"name":"The Invoice Hive","position":21,"description":"The Invoice Hive is AI-powered software for invoice and bank reconciliation, extracting data from PDFs and bank statements to eliminate manual entry. It imports amounts, dates, parties, and line items into structured records, centralizing payables, receivables, and bank activity in one workspace for matching, reviewing, and reconciling transactions. \n\nThe platform flags anomalies like invoice irregularities, payment mismatches, vendor discrepancies, and suspicious patterns, providing context and evidence for each. Admins can resolve issues, dismiss false positives, escalate concerns, and adjust thresholds. Auto-match pairs bank statement lines with invoices when confident matches are found. \n\nThe Invoice Hive supports CSV and PDF uploads, displaying matched, unmatched, and pending transactions in a reconciliation view. It offers English and Spanish interfaces, organizes clients and providers in directories linked to invoices, and enables role-based access for team collaboration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7bcc86ea-682a-41dd-8847-6cc0cc0fbf1b.png","url":"https://www.capterra.co.nz/software/1094931/The-Invoice-Hive","@type":"ListItem"},{"name":"Break Analytics","position":22,"description":"Break Analytics is IRA planning software for financial advisors. The platform simplifies retirement planning tasks through automated calculations and modeling tools. Break Analytics includes multi-year Roth IRA conversion modeling with tax, IRMAA, and inflation calculations to help identify conversion windows. The software provides RMD planning by factoring in IRS regulations, client age, and account types to clarify required minimum distributions. Break Analytics addresses Inherited IRA rules under the SECURE Act, supporting strategies like the 10-year rule and presenting beneficiary details in visual formats. The cloud-based platform operates without spreadsheets and automates complex retirement planning tasks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/54bd07f4-4639-46f9-a229-3fc794447e14.jpg","url":"https://www.capterra.co.nz/software/1095241/Break-Analytics","@type":"ListItem"},{"name":"Treeova","position":23,"description":"Treeova Technologies is a no-code AI-powered options trading automation workspace for retail traders.\n\nKey Innovation:\n\n- Describe your strategy in plain English and our Prompt-to-Agent Chain Generator builds autonomous agent chains using up to 95+ tools and reinforcement learning.\n\nMain Features:\n\n- Prompt-based Arch-AGI agents with 7-pass conviction scoring  \n- Real-time TradingView charts and options chain analysis  \n- Visual no-code strategy builder with backtesting  \n- Funded $100K paper trading account  \n- Built-in education hub  \n- Direct integrations with Robinhood, Tastytrade, Webull, TradeStation, Lightspeed + more  \n- Triobol credit system for premium AI features\n\nPerfect for beginners and experienced traders who want to automate without coding or spreadsheets. All users start with a free account.\n\nTreeova Technologies Inc is headquartered in Cedar City, Utah.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63e3c4dd-60b0-4ed0-a077-8e7414cf3f07.jpg","url":"https://www.capterra.co.nz/software/1095605/Treeova","@type":"ListItem"},{"name":"EQUAL","position":24,"description":"EQUAL is a financial reconciliation software that automates complex banking and operational reconciliations, processing millions of transactions in minutes through advanced matching engines. It ensures security, control, and traceability while adhering to industry standards. The configurable platform supports multiple file types and formats, allowing users to set flexible matching criteria without custom development. \n\nIts web-based architecture enables easy implementation and integration with ERPs, banks, and external platforms. Key features include customizable reporting, dashboards, an RPA module for unattended processes, and an accounting module for automated transaction posting. The RPA module handles conciliations, adjustments, and validations on a programmed schedule, while the accounting module automates posting and generates interfaces for bank charges.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9b8d2d2d-7fc4-4cf2-b893-57cab5d9f0fc.png","url":"https://www.capterra.co.nz/software/1095707/EQUAL","@type":"ListItem"},{"name":"Metagens.ai","position":25,"description":"Metagens.ai is a unified fintech platform that integrates lending, payments, compliance, and core banking into a single native system. The lending module covers the full loan lifecycle, including origination, credit decisioning, KYC, bureau checks, disbursement, revolving credit, and repayment. Payments infrastructure supports ACH, Fedwire, and ISO 20022 messaging natively. The compliance module offers real-time transaction monitoring, SAR generation, OFAC screening, PEP detection, investigator dashboards, and audit trails. Core banking handles multi-tenant accounts, virtual accounts, multi-currency operations, real-time balances, reconciliation, interest calculations, and foundational ledgers. Additional features include card issuance, fraud monitoring, chargeback management, encryption, and API metering. With a unified data model and codebase, the platform reduces integration complexity and accelerates deployment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/267e5b17-04bc-4528-b8dd-0e6b5565b91c.jpeg","url":"https://www.capterra.co.nz/software/1096739/Metagens-ai","@type":"ListItem"}],"numberOfItems":25}
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