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Here's our list of apps for Financial Services. Filters help you narrow down the results to find exactly what you’re looking for.
Let your clients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag required.
Read more about Acuity Scheduling
Jocata Grid is an enterprise ecosystem technology platform designed to address the specific challenges of a financial services company, providing an end-to-end digital transformation platform that integrates business applications, data, and analytics.
Read more about Jocata GRID
PayPal Commerce Platform is a comprehensive solution designed to serve your business needs and your customers, whether you’re just getting started or already a thriving enterprise or marketplace.
Read more about PayPal
Sage 300cloud is a cloud-based business management solution design to help small to medium-sized companies manage their business without requiring traditional ERP software. The system supports multiple companies, currencies, and languages to simplify results reporting, bank reconciliation, and more.
Read more about Sage 300cloud
Brex is the only account you’ll ever need. Payments, cards, capital, and spend management all in one place. Brex makes it easy for finance teams and employees to spend smart, grow fast, and enjoy the ride.
Read more about Brex
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.
Read more about Total Expert
AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting.
Read more about AccountsIQ
Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets
Read more about Plaid
SaasAnt Transactions is an accounting and data entry software that helps businesses bulk import, export, and delete transactions in Quickbooks Desktop from within a unified platform. It allows staff members to maintain an audit history of all imported and deleted transactions.
Read more about SaasAnt Transactions
ScaleFactor is a smart accounting and finance platform which provides business owners, managers, and entrepreneurs with the tools to automate complex bookkeeping tasks, and translate financial data into meaningful business insights. Key features include bill pay & invoicing, tax and cash management.
Read more about ScaleFactor
MetaTrader 5 is a cloud-based trading platform designed to help stock and Forex traders automatically manage trading activities using various advanced financial trading functions and fundamental analysis. It lets users open multiple positions of a single financial instrument in the same or opposite direction.
Read more about MetaTrader 5
Kani is a financial reporting and reconciliation software designed to help businesses in the fintech industry reconcile, create custom reports, visualize data, identify or forecast trends, and more. Administrators can drill-down into data sets and share transactional and customer insights.
Read more about Kani
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.
Read more about TOGGLE
Epicor Global Financial Management solutions is online accounting software designed to automate and streamline financial management processes, control and support complex legislative requirements. It ensures a rapid return on investment, reduces costing and timely financial monitoring.
Read more about Epicor ERP Financial Management
Ivalua is a leading provider of cloud-based Spend Management software solutions. Our complete, unified platform empowers businesses to effectively manage all categories of spend and all suppliers. Recognized as a leader across the full Source-to-Pay spectrum by Gartner and Forrester.
Read more about Ivalua
ORYX Plan is a web-based financial planning & forecasting system designed to capture business data, automate & streamline planning activities, and provide information on demand within a single planning environment. The software allows users to collaboratively generate & compare unlimited scenarios.
Read more about ORYX
PitchBook Desktop is a comprehensive business intelligence solution that can help businesses discover the right data. PitchBook utilizes advanced search capabilities to filter through millions of data points and generate lists of the companies, investors, or individuals for new business opportunities.
Read more about PitchBook
Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel.
Instantly innovate your existing online interactions without changing your original application or installing software.
Read more about Surfly
Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.
Read more about Budget Insight
FYIsoft’s integrated suite for financial reporting, budgeting and analytics is ideal for multi-entity and other complex environments. Easy to use and proven to boost productivity 50%+ with automation power for multi-entity/multi-GL consolidations, currency conversion, industry benchmarking, more.
Read more about FYIsoft
At the end of the day, month and year its important that your point of sale system allows you to have the ability to reconcile your accounts for tax filings. EzPay POS provides that ability by seamlessly integrating with Quickbooks. The number one accounting software in America.
Read more about EzPay America
MarketUP is an ERP software designed for small businesses in Brazil operating across various industry sectors, including salons, retail, apparel, gaming and pharmaceuticals. It enables organizations to streamline operations related to sales, purchasing, inventory, and finance, among other processes.
Read more about MarketUP
RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.
Read more about RightCapital
flowpilot is a financial management software that helps small to midsize businesses (SMBs) within industries including hospitality, consultation, eCommerce, and others, utilize artificial intelligence (AI) technology to manage and forecast cash flows
Read more about flowpilot
D&B Credit is a credit risk management software that helps businesses use predictive analytics to evaluate new credit applicants and identify growth opportunities. It lets users organize, monitor, and generate reports to prioritize credit collections based on predefined customer characteristics.
Read more about D&B Credit
FAD is a cloud-based software designed to help businesses collect, validate, and record electronic signatures in compliance with industry regulations. Managers can capture videos of remote clients during agreement signing processes, enabling them to authenticate and verify the identity of end-users.
Read more about FAD
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.
Read more about AdvisorEngine
iMX boosts financial services tools for banks, debt collectors, and finance officers to improve efficiency by managing business processes on a single platform. Key features include accounting integration, alerts, billing & invoicing, reporting, client & collection management, statistics, and more.
Read more about iMX
CustomerMatrix provides sales insights and sales opportunities software that tracks all your enterprises sales deals and customers to assess risks and identify potential business development opportunities. CustomerMatrix notifies you when a potential sales opportunity threat comes into play, such as a competitor, product usage drop, a non-responsiv...
Read more about CustomerMatrix
Streamlining your CapEx processes can reduce errors and delays resulting in high efficiency.
Take your next step towards better time and resource management with the CapEx 360 software and get 360 degrees of control over your Capital Expenditures.
Read more about CapEx
Dancing Numbers is a data management software designed to help small to midsize businesses import and export data in bulk to/from QuickBooks. It allows managers to delete unwanted transactions and secure the transferred files or information using SSL encryption.
Read more about Dancing Numbers
Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement.
Read more about Fitsyn
Vendors bid for placement within our listings. This option sorts the directory by those bids, highest to lowest. Vendors who bid for placement can be identified by the blue “Visit Website” button on their listing.
Sorts products as a function of their overall star rating, normalized for recency and volume of reviews, from highest to lowest.