All categoriesLaunch brief →
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 |
|---|---|---|---|---|---|---|
| 51 | 4.8 | 12 | - | 4.5 / 4.8 / 4.8 / 4.6 | B4B Payments provides smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify Learn more about B4B Payments | |
| 52 | 4.8 | 12 | - | 4.3 / 4.8 / 4.4 / 4.7 | Intergiro offers merchant business accounts to companies of all sizes offering same-day settlement and free business banking services. Learn more about Intergiro | |
| 53 | 4.7 | 12 | - | 4.3 / 4.8 / 4.3 / 4.3 | finban is a solution that helps small and medium enterprises with liquidity planning & business metrics Learn more about finban | |
| 54 | 4.5 | 12 | - | 4.7 / 3.6 / 4.6 / 4.3 | TOGGLE AI alerts you to what might affect your portfolio holdings. Learn more about TOGGLE | |
| 55 | 4.8 | 11 | - | 4.9 / 4.6 / 4.6 / 4.9 | Handit is a flexible budgeting software that helps integrate and maintain your organization's budget culture. Learn more about Handit | |
| 56 | 4.8 | 11 | - | 4.6 / 4.6 / 4.3 / 4.2 | Finario is the first capital planning solution for intelligent Capex decisions and accurate capital project forecasts. Learn more about Finario | |
| 57 | 4.5 | 11 | - | 4.8 / 4.7 / 4.4 / 4.8 | Cledara lets you know exactly what's going on with software spend in your company at all times and finally take control of it. Learn more about Cledara | |
| 58 | 5 | 10 | - | 4.7 / 5.0 / 4.8 / 4.7 | DynamicDocs Excel to PDF Add-in is a conversion tool that transforms Excel data into professional PDF documents with minimal steps. Learn more about DynamicDocs Excel to PDF Add-in | |
| 59 | 4.7 | 10 | - | 4.5 / 4.9 / 4.2 / 4.3 | Financial management solution that helps businesses automate accounting entries, bank reconciliation, supplier management, and more. Learn more about Clay | |
| 60 | 4.5 | 10 | - | 4.5 / 4.6 / 4.4 / 4.6 | Forecastr is an out-of-the-box finance function for your business. Get the best financial modeling software with the support you need. Learn more about Forecastr | |
| 61 | 4.5 | 10 | - | 4.7 / 4.8 / 4.2 / 4.7 | Business software that reviews proposed payments before payments go to the bank & helps protect organisations from fraud and errors. Learn more about VigilantPay | |
| 62 | 5 | 9 | - | 5.0 / 5.0 / 5.0 / 5.0 | Framework-native lending platform unifying origination, servicing, and analytics with deep code-level extensibility for banks. Learn more about timveroOS | |
| 63 | 4.9 | 9 | - | 4.2 / 4.6 / 4.7 / 4.3 | FactSet provides integrated software and data solutions to investment professionals. Learn more about FactSet | |
| 64 | 4.7 | 9 | - | 4.6 / 4.9 / 4.6 / 4.6 | Cloud‑based loan origination and decisioning software that automates consumer lending workflows across direct and indirect channels. Learn more about MeridianLink DecisionLender | |
| 65 | 4.4 | 9 | - | 4.8 / 4.9 / 4.6 / 4.6 | SnapAP cloud-based application offers complete Procure-to-Pay digitized workflow, from requisition to strategic payment management. Learn more about SnapAP | |
| 66 | 4.4 | 8 | - | 4.3 / 3.7 / 4.6 / 4.1 | Kyriba provides cloud-based solutions designed to optimize cash management, risk management, payments, and working capital strategies. Learn more about Kyriba | |
| 67 | 4.3 | 8 | - | 4.3 / 5.0 / 4.1 / 4.4 | The Cloud Banking Platform empowers financial institutions to increase efficiency, transparency, profitability, and compliance. Learn more about nCino Cloud Banking Platform | |
| 68 | 4.9 | 7 | - | 4.9 / 5.0 / 4.9 / 4.7 | With FAD you can remotely contract or sign any document with full legal validity. Learn more about FAD | |
| 69 | 4.3 | 7 | - | 4.3 / 4.3 / 4.0 / 4.3 | Justt is the world's first smart chargeback solution that tailors each response and improves over time. Learn more about Justt | |
| 70 | 3.9 | 7 | - | 4.4 / 3.7 / 4.0 / 3.8 | The smartest, most cost-effective financial data aggregation & verification solution. Learn more about Instant Bank Verification | |
| 71 | 4.8 | 6 | - | 4.7 / 4.4 / 4.8 / 4.6 | SAP Taulia, a global fintech leader, delivers AI-powered working capital solutions that unlock liquidity and drive supply chain resilie Learn more about SAP Taulia | |
| 72 | 4.8 | 6 | - | 4.5 / 5.0 / 4.5 / 4.8 | Automate bank loans, intercompany funding, and derivatives tracking for finance teams.Monthly subscription with flexible cancellation. Learn more about TreasuryView | |
| 73 | 4.3 | 6 | - | 4.2 / 4.2 / 4.2 / 4.2 | Streamline and automate your receivables process across (Finance and Customer facing) teams with Growfin Learn more about Growfin | |
| 74 | 3.8 | 6 | - | 4.0 / 3.5 / 4.2 / 4.0 | Ivalua provides a market-leading solution that Procurement can leverage to both secure compliance and bring more value to the business. Learn more about Ivalua | |
| 75 | 3.8 | 6 | - | 4.3 / 4.0 / 3.7 / 3.8 | SBS Digital Core empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital services at scale Learn more about SBS Core Banking |