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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 |
|---|---|---|---|---|---|---|
| 76 | 3.5 | 6 | - | 3.7 / 3.5 / 3.3 / 3.5 | Use Dancing Numbers to import, export, and delete the data from your QuickBooks Desktop. Learn more about Dancing Numbers | |
| 77 | 5 | 5 | - | 4.6 / 5.0 / 5.0 / 4.8 | Synario is a financial modeling platform offering transformative intelligence that helps visionary CFOs achieve clarity and consensus. Learn more about Synario | |
| 78 | 4.8 | 5 | - | 4.4 / 4.6 / 4.8 / 5.0 | Xmonies is a International/ Cross Border Remittance and Payments Platform. Learn more about Xmonies | |
| 79 | 4.8 | 5 | - | 4.2 / 4.8 / 4.4 / 4.5 | Financial Services Cloud is AI-driven CRM software helping financial firms unlock data, personalize engagement, and gain insights. Learn more about Financial Services Cloud | |
| 80 | 4.6 | 5 | - | 4.4 / 4.0 / 4.6 / 4.8 | A free management solution for companies. A platform that guarantees faster, simpler operation and without bureaucracy. Learn more about MarketUP | |
| 81 | 4.4 | 5 | - | 4.4 / 4.2 / 3.8 / 4.4 | ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost Learn more about ORYX | |
| 82 | 4.2 | 5 | - | 4.0 / 2.5 / 3.8 / 4.3 | Betterment offers automated investing, high-yield savings, and checking through its robo-advising and cash management platform. Learn more about Betterment | |
| 83 | 4.2 | 5 | - | 4.2 / 3.8 / 4.8 / 4.3 | Trustly Pay enables ecommerce merchants and billers to make account-to-account payments through open banking software. Learn more about Trustly Pay | |
| 84 | 4 | 5 | - | 3.8 / 3.6 / 4.0 / 4.0 | Tickelia, the best solution for expense reporting and corporate travel management. Learn more about Tickelia | |
| 85 | 4 | 5 | - | 3.6 / 4.3 / 4.4 / 4.0 | Drive progressive transformation and continuous innovation with an agile, open architecture and cloud infrastructure. Learn more about Oracle FLEXCUBE | |
| 86 | 5 | 4 | - | 5.0 / 4.8 / 4.8 / 5.0 | Libeo is the expense management solution that fits you. Automate your payments and team expenses to better control your margins. Learn more about Libeo | |
| 87 | 5 | 4 | - | 4.5 / 5.0 / 4.5 / 4.7 | Financial management and crypto accounting solution that helps reconcile transactions, conduct cost-based analysis, manage tax & more. Learn more about Cryptoworth | |
| 88 | 5 | 4 | - | 4.8 / 4.8 / 4.8 / 4.7 | Alloy solves the identity risk problem for banks and fintech companies. Learn more about Alloy | |
| 89 | 4.8 | 4 | - | 4.8 / 0.0 / 4.8 / 0.0 | Regate is a SaaS that automates the accounting and financial management of SMBs. Learn more about Regate | |
| 90 | 4.5 | 4 | - | 4.5 / 5.0 / 4.5 / 4.7 | Centime Cash Flow Control integrates with your General Ledger and bank accounts to help you control and manage cash flow. Learn more about Centime | |
| 91 | 4 | 4 | - | 4.0 / 4.0 / 4.0 / 4.0 | Solidgate simplifies global payments with tools for card processing, APMs, anti-fraud and chargeback management, and tax management. Learn more about Solidgate | |
| 92 | 3.8 | 4 | - | 4.3 / 3.8 / 3.8 / 4.0 | Powens is an Open Finance solution that automates core financial processes combining reliable data access with embedded SEPA payments. Learn more about Powens | |
| 93 | 5 | 3 | - | 5.0 / 5.0 / 5.0 / 5.0 | Integrated suite for financial reporting, budgeting and analytics. Easy to use, rich in features, ideal for multi-entity reporting. Learn more about FYIsoft | |
| 94 | 5 | 3 | - | 4.7 / 4.7 / 4.0 / 4.3 | A financial services solution that helps businesses create debt profiles, manage document collection, identify key customers, and more. Learn more about Credit Kudos | |
| 95 | 5 | 3 | - | 5.0 / 5.0 / 5.0 / 5.0 | The ultimate point of sale! No transaction fees, no long-term contract, and EzPay POS works for retail, restaurant, and hospitality. Learn more about EzPay America | |
| 96 | 5 | 3 | - | 5.0 / 5.0 / 5.0 / 4.5 | Client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations. Learn more about Docupace | |
| 97 | 5 | 3 | - | 5.0 / 4.3 / 5.0 / 4.3 | Payment infrastructure and monetization platform that helps vertical SaaS companies make payments a core part of their business model. Learn more about Payabli | |
| 98 | 4.7 | 3 | - | 5.0 / 5.0 / 4.3 / 4.7 | SMART Suite makes it easy for banks, businesses, and Fintechs to make, receive, and manage payments. Learn more about SMART Suite | |
| 99 | 4.7 | 3 | - | 5.0 / 4.7 / 4.7 / 4.7 | FintechOS is the global leader in fintech enablement, with a mission to make fintech innovation available to every company. Learn more about FintechOS | |
| 100 | 4.7 | 3 | - | 4.7 / 5.0 / 4.7 / 5.0 | Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro. Learn more about Koyfin |