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Financial Services
https://www.capterra.com/financial-services-software/Niches in this category - the functional product types blended into "Financial Services" (87)
Banking-as-a-Service & Core Banking Platform17Spend & Expense Management Software12Cash Flow & Treasury Management Software11Loan Origination & Servicing Platform10Financial & Investment Analytics Platform10Wealth & Financial Advisor CRM7Financial Planning & Analysis (FP&A) Platform6Trading Platform & Order/Execution Management System6KYC & Identity Verification Platform6Accounts Payable Automation Software6Open Banking & Account-to-Account Payment Platform5Cross-Border Payments & International Money Transfer Platform5ERP Suite5Online Business Banking Platform5Payment Processing & Gateway Software5Accounts Receivable Automation & Collections Software5Credit Risk & Decisioning Platform5Stock Research & Market Data Terminal4Procure-to-Pay & Procurement Software4Small Business Accounting Software4Bill Pay & B2B Payments Platform4Card Issuing & Corporate Card Platform4Digital Banking & Mobile Banking Platform3Deal Sourcing & M&A/PE Market Intelligence Platform3Financial Planning & Goals-Based Advice Software3Digital Wealth Advisory & Client Engagement Platform3Microfinance & Credit Union Core Banking3Portfolio Management System for Asset & Wealth Managers3Investment Accounting & Portfolio Reporting Platform3Supply Chain Finance & Working Capital Platform3Employee Financial Wellness Platform2Mortgage & Loan Origination CRM2AML & Transaction Monitoring Software2Regulatory & Statutory Reporting Software2Intelligent Document Processing (IDP) & OCR2AutoML & No-Code Predictive Analytics Platform2Document Generation & Assembly Software2Client Portal & Document Collection Platform2Workflow Automation & BPM Platform2Appointment Scheduling & Online Booking Software2Embedded Payments & Payfac-as-a-Service Platform2Fraud Detection & Risk Orchestration Platform2Branch Automation & Teller Software2Financial Data Aggregation & Verification Platform2Mobile Money & Mobile Financial Services Platform2Approval Workflow & Decision Management Platform2AI Agent Builder & Orchestration Platform2ACH & Bank Transfer Processing Software1AI Decision Intelligence & Forecasting Platform1Operational Risk Management Software for Financial Institutions1CRM Software1Supply Chain Risk & Sustainability Platform1Integration Platform as a Service (iPaaS)1Nonprofit & Fund Accounting Software1Lease Accounting & Management Software1Financial Close & Account Reconciliation Software1Crypto Accounting & Digital Asset Subledger1AI Bookkeeping Automation Platform1Enterprise AI Search & Knowledge Management1Open Banking & Financial Data Aggregation API1Spreadsheet-to-Database Integration Tool1Earned Wage Access & On-Demand Pay Platform1Financial Consolidation & Close Reporting Software1SaaS Spend & License Management Platform1Financial Services Regulatory Compliance Software1Business Credit Reporting & Commercial Credit Data Service1Sustainability & ESG Reporting Software1Tax Compliance & E-Invoicing Software1Capital Project & Program Controls Software1Consumer Digital Wallet & P2P Payment App1Industry-Specific Vertical Business Software1Remote Desktop & Screen-Sharing Support Tool1Robo-Advisor & Automated Investing Platform1Retirement & 401(k) Plan Administration Platform1Internal Audit Management Software1Investor Relations & Public Company IR Platform1No-Code / Low-Code Application Platform1Business Plan Writing & Startup Forecasting Software1Load & Performance Testing Platform1Sales Intelligence & Prospecting Platform1Insurance Agency Management & CRM1People Analytics & Workforce Intelligence Platform1Competitive Intelligence & Market Monitoring Platform1Point of Sale (POS) Software1Data Catalog, Governance & Master Data Management1Third-Party / Vendor Risk Management Software1Third-Party Debt Collections Agency Software1
224 products6 pages scraped of 6226 in category4 sponsored0 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 1 | 4.3 | 684 | - | 4.2 / 4.0 / 4.2 / 4.0 | Financial services accounting software—the 1st and only preferred provider of the AICPA. Learn more about Sage Intacct | |
| 2 | Mercury Ad | 4.9 | 57 | - | 5.0 / 4.4 / 4.8 / 4.8 | Mercury combines banking, payments, cards, and financial operations into one platform built for growing businesses. Learn more about Mercury |
| 3 | GaiaLens Ad | 0 | 0 | - | – / – / – / – | Secure, explainable AI for compliance, reporting, risk, and ESG; built for financial institutions and corporates. Learn more about GaiaLens |
| 4 | 4.6 | 18 | - | 4.7 / 4.8 / 4.3 / 4.5 | Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze. Learn more about Coconut Software | |
| 5 | 4.6 | 26,398 | 83% | 4.6 / 4.2 / 4.6 / 4.5 | From payments to credit to fraud protection, PayPal helps businesses streamline payment processing and chargeback management. Learn more about PayPal | |
| 6 | 4.8 | 5,745 | 88% | 4.6 / 4.6 / 4.7 / 4.7 | Automate your client bookings, cancellations, reminders, and payments by using the world's friendliest online scheduling software. Learn more about Acuity Scheduling | |
| 7 | 4.6 | 915 | 83% | 4.6 / 4.2 / 4.5 / 4.6 | Cloud-based secure digital wallet application designed for processing payments, track sales, share offers, and more Learn more about Google Pay | |
| 8 | 4.3 | 355 | - | 3.8 / 4.0 / 4.3 / 4.0 | Discover SAP S/4HANA Cloud, a complete ERP system with embedded AI and machine learning. Learn more about SAP S/4HANA Cloud | |
| 9 | 4.8 | 270 | 93% | 4.7 / 4.8 / 4.7 / 4.8 | An intuitive and powerful automation tool for importing, scanning, exporting, and deleting transactions & lists into QuickBooks. Learn more about SaasAnt Transactions | |
| 10 | 4.5 | 250 | 84% | 4.7 / 4.4 / 4.5 / 4.3 | The business finance solution that energizes SMEs and freelancers. Learn more about Qonto | |
| 11 | 4.7 | 228 | 91% | 4.8 / 4.5 / 4.6 / 4.5 | AI-powered financial spend management with compliance automation. Ensure regulatory adherence and maintain audit trails effortlessly. Learn more about Spendesk | |
| 12 | 4.5 | 219 | - | 4.3 / 4.3 / 4.4 / 4.4 | Payment processing solution that helps businesses to accept multiple payment methods, including credit and debit cards, among others. Learn more about authorize.net | |
| 13 | 3.9 | 216 | - | 3.8 / 3.8 / 3.9 / 3.7 | Sage 300cloud is an ideal business management solution for growing service and distribution businesses. Learn more about Sage 300 | |
| 14 | 4.6 | 187 | 83% | 4.6 / 4.7 / 4.4 / 4.5 | Payhawk enables you to run your global operations by opening dedicated bank accounts, issuing company cards & making bank payments. Learn more about Payhawk | |
| 15 | 4.3 | 161 | - | 4.3 / 4.5 / 4.2 / 3.7 | Agicap is the all-in-one modular platform for corporate cash flow management: monitoring, planning, reporting and analytics. Learn more about Agicap | |
| 16 | 4.4 | 142 | 83% | 4.4 / 4.1 / 4.3 / 4.3 | Modern Apps Powered by Process Modernize operations with process automation, low-code apps and AI Learn more about Bizagi | |
| 17 | 4.5 | 139 | 85% | 4.5 / 4.4 / 4.5 / 4.5 | Finance for the way you work. Payments, cards, capital, and spend management all in one place. The only account you’ll ever need. Learn more about Brex | |
| 18 | 4.5 | 137 | - | 4.5 / 4.1 / 4.4 / 4.2 | Manage your credit & risk through reports & predictive analytics. This scalable solution puts Dun & Bradstreets data at your fingertip Learn more about D&B Finance Analytics | |
| 19 | 3.8 | 119 | - | 3.9 / 3.3 / 3.9 / 3.6 | Data-centric Fourth Era ERP with Embedded AI Learn more about Focus X | |
| 20 | 4.4 | 101 | - | 4.6 / 4.3 / 4.5 / 4.4 | Make it easy for customers to connect their financial accounts to your app Learn more about Plaid | |
| 21 | 4.5 | 74 | - | 4.5 / 4.3 / 4.3 / 4.3 | Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Learn more about Vestwell | |
| 22 | 4.4 | 63 | - | 4.2 / 4.4 / 4.2 / 4.4 | Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions. Learn more about Tax Clarity | |
| 23 | 4.9 | 60 | - | 4.8 / 4.9 / 4.7 / 4.8 | Thousands of fleets use RoadFlex to control spend, automate financial reports, and reduce operational costs. Learn more about RoadFlex | |
| 24 | 4.4 | 48 | - | 4.4 / 4.0 / 4.4 / 4.3 | MetaTrader 5 platform offers a turnkey solution for mutual funds, prop trading, and investment companies right out of the box. Learn more about MetaTrader 5 | |
| 25 | 4.3 | 48 | - | 4.1 / 4.5 / 4.0 / 4.3 | Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS). Learn more about Total Expert |