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Financial Services Software - Page 5

Last updated: May 2026

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171 software options

Dancing Numbers logo

Data entry solution for small to midsize businesses

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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.

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Forecastr logo

Forecast with confidence.

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Forecastr is an out-of-the-box finance function for businesses. Get a dedicated expert and financial modeling software.

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BankOne logo

Online and mobile banking software

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BankOne is an online and mobile banking software designed to help businesses in the financial sector with account management, funds transfer, payment gateway integration, and much more. The platform enables managers to handle penalties, amortization, automated credit assessments, and treasury.

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ONESOURCE Indirect Tax logo

Sales and use tax system product suite software.

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ONESOURCE indirect Tax is a cloud-based Sales and use tax product suite solution for small to large sized businesses.

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Qonto logo

The finance solution that energizes SMEs and freelancers.

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Qonto is the leading European business finance solution with over 450,000 customers.
The company makes day-to-day banking easier for SMEs and freelancers by offering an online business account combined with finance tools, such as invoicing, bookkeeping, and spend management.

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Google Pay logo

Payment processing application

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Google Pay is a mobile payment platform that allows users to make online payments, in-app purchases, and send money to others. It is available on Android devices, iPhones, and other mobile devices such as Chromebooks and tablets.

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Airwallex logo

Payment and financial management solution

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Airwallex provides global businesses with an all-in-one account to help businesses grow and operate globally, offering access to domestic and foreign currency accounts, high speed international transfers, global bill pay, online payment links and plugins, multi-currency cards, expense management, software integrations and APIs to programmatically manage finances.

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MetaTrader 5 logo

Trading platform with MQL5 development environment

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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.

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eMoney Advisor logo

Helping People Talk About Money

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eMoney Advisor delivers a suite of financial planning solutions designed to meet varying levels of client complexity. These range from goals-based to comprehensive cash-flow-based planning tools, enhancing client engagement, efficiency, and advisor-client relationships through interactive and personalized experiences.

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Tax Clarity logo

Retirement planning tool

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The tax implications of a client’s retirement strategy can be complex and confusing. But with Tax Clarity, advisors can help their clients make more informed decisions about their financial future.

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Serrala Suite logo

Serrala – automate finance without limits!

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Serrala financial services combine cloud-native software and our expert staff who operate and monitor technical services for information capture, payment formatting, bank connectivity and more. These services support our customers’ urgent, specialized, and quickly evolving financial processing needs

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Total Expert logo

Marketing automation tool for financial services industry

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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.

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Plaid logo

Platform that enables apps to connect with bank accounts

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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

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D&B Finance Analytics logo

Credit risk management software with predictive analysis

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D&B Finance Analytics 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.

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Brex logo

Expense report and spend management platfrom

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Brex is a finance platform that helps businesses control and manage spend. From corporate cards and banking to expense management and bill pay, it provides a comprehensive suite of tools to automate financial processes and improve the strategic impact of finance teams.

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Bizagi logo

Digital transformation & business process management (BPM)

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Bizagi is a business process management (BPM) solution which enables users to model, improve & execute business processes through a graphic environment. The cloud version of Bizagi offers automation and modeler services including tools for building, optimizing, and publishing dynamic workflows.

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authorize.net logo

Payment processing across multiple channels

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authorize.net supports payment processing by helping businesses accept credit card and eCheck payments online, in person, via mobile devices, and more. The product offers a range of features, including online payments, mobile point of sale, virtual point of sale, phone payments, eCheck payments, digital invoicing, and fraud protection. It provides account updater and recurring payments capabilities to help businesses manage payments.

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Agicap logo

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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SAP S/4HANA Cloud logo

A complete, intelligent ERP system for enterprises.

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SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality.

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Focus X logo

Enterprise software suite.

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Data-centric Fourth Era ERP with Embedded AI

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Sage 300 logo

Cloud-based business management software

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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.

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gator logo
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Cloud-based open banking solution

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Designed around a single API, the gator solution allows users to integrate the synchronization of banking data into their sales processes to automate their business processes, limit risks, accelerate decision-making and improve customer qualification.

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Kovair ALM logo
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End-to-end application lifecycle management solution

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Kovair ALM offers end-to-end application lifecycle management that boosts visibility, traceability, and customer satisfaction.

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SBS Open Banking logo
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Integrating legacy banking systems with technologies

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Open Banking is a cloud-based solution designed to integrate legacy banking systems with emerging technologies. The platform enables banks to expand their service offerings and unlock new revenue streams while ensuring full compliance with evolving open banking regulations like PSD3. The platform ensures secure and efficient access to global banking data, connecting financial institutions seamlessly across the world.

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Juni logo
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The financial management platform made for ecommerce

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A financial management platform made for ecommerce. Use Juni to make better decisions, scale up, and unlock the potential of your online business.

Multi-currency cards and accounts
PayPal, Stripe, and Google Ads integrations
2% cashback for your first 30 days, up to 1% thereafter

And much more

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