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Financial Services Software

Last updated: November 2026

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198 software options

Coconut Software logo

Empower financial advisors to deliver great advice.

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At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences.

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Acuity Scheduling logo

Online appointment scheduling software and assistant

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.

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SaasAnt Transactions logo

Accounting and data entry software

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.

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Spendesk logo

Smart, trackable spending at work. From Approvals to Zen.

Spendesk is the smart way to manage your business spending. Flexible payments, approvals, expenses, invoices and accounting — all together for the first time.

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Mercury logo

Banking for startups and growing companies

Mercury delivers modern financial services for startups and small-to-mid sized businesses, combining business accounts, payments, cards, and finance operations in one secure, software‑driven platform.

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RoadFlex logo

Proactive Fuel Risk Management Platform and Fleet Card

RoadFlex is a leader in fleet expense management and fuel card solutions. Thousands of commercial fleets leverage its next-generation analytics insights, operations automation, and fleet reporting. This includes businesses that manage fleets, such as trucking companies, HVAC, construction, etc.

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Najar logo

Cloud-based SaaS management solution.

Najar: Empower Your Finance Team. Streamline your financial processes, reduce manual tasks, and make data-driven decisions with Najar. Our platform provides real-time insights into SaaS spending, enabling you to optimize costs and improve financial performance.

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Fluent by Apryse logo

Document generation tool for creating contracts & proposals

Fluent, formerly Windward Core, is now a part of Apryse. With a comprehensive collection of document processing products, Apryse offers superior document solutions for faster, better results.

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Xente logo

Financial services and spend management software

Xente is a spend management software that helps companies manage employee spending by allowing them to create an account that they can use to create virtual accounts for employees. Spend with customers and employees, send them airtime, and get to know all transactions from one place with no need for manual verifications. With Xente, managers can now have an account for the company and manage employee spending with much ease.

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Company Watch logo

Financial Risk Solutions

Comprehensive financial risk solutions that help businesses detect, assess and avoid risk. Safeguard your business today.

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Equifax Ignite for Financial Services logo

Cloud-based and on-premise software for financial services

Equifax Ignite for Financial Services is a data and analytics platform that enables financial institutions to gain insights, enhance customer experiences and reduce risk. It provides access to rich data sources and powerful analytical tools that help financial institutions to understand their customers better.

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DrapCode logo

Build Regulated-Industry Applications with AI

DrapCode is an AI app builder for healthcare, fintech, legal tech, and insurance. Build applications through vibe coding and visual development, with workflows, integrations, business logic, and compliance infrastructure for regulated use cases.

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timveroOS logo

Framework-native lending platform built for flexibility and

Framework-native lending platform unifying origination, servicing, and analytics, giving banks flexibility and long-term control.

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DynamicDocs Excel to PDF Add-in logo

Excel to PDF conversion with dynamic templates

DynamicDocs Excel to PDF Add-in enables users to create high-quality PDF documents directly from Excel spreadsheets with a single click. The add-in integrates with DynamicDocs API to transform Excel data into professional PDFs, offering features like template customization, simultaneous document creation, and support for complex charts and tables. Users can access a library of ready-to-use templates for various business documents.

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PayPal Payments logo

Payment processing, fraud protection and risk management

PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

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Accountfy logo

Smart Financial Platform

Accountfy, an All-in-one platform, presents a comprehensive approach - a new perspective of platform, with integrated products for various stages of financial management, constituting solutions for Controllership, FP&A, Treasury, Workplace, Insights & Intelligence, and Connectivity & Data.

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DLS Financials logo

The premier savings and loan software for dioceses!

The premier savings and loan software for diocese to manage deposits/loans/pooled investment management software for over 22 years!

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Deepvue logo

Building the decisioning layer for AI Agents.

Deepvue powers 60+ fintechs with India Stack-based identity, risk screening, and decisioning; 15M+ decisions.

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Finario logo

Capital planning and budgeting platform

Finario is an enterprise Capex software that connects your people, projects and systems to provide a unified view of all capital investment activity and options to enable industrial companies to make better decisions and drive faster growth and higher profits.

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Salesforce Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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FAD logo

Cloud-based digital signature and authentication software

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.

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Libeo logo

B2B platform for approving and paying supplier invoices

Libeo enables SME businesses, CFOs and accountants to save time by centralizing, validating, and paying their supplier invoices in one click, without IBAN, and without using their banking interface. The platform allows users to manage the entire purchasing lifecycle via a unified portal.

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Cryptoworth logo

Financial management and crypto accounting solution

Cryptoworth is a crypto accounting platform designed for accountants, CPAs, and enterprises managing digital assets. It automates **data aggregation, reconciliation, and reporting** across **blockchains, exchanges, and DeFi protocols**, ensuring accuracy, compliance, and seamless ERP integration.

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Alloy logo

All in one identity risk management platform

Alloy solves the identity risk problem for banks and fintech companies.

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TreasuryView logo

Financial uncertainty, meet risk management!

TreasuryView is a SaaS Treasury Risk Management Software. Our platform allows users to easily manage and oversee bank loans, future debt issuances, and interest rate hedging programs. Automated predictive insights provide enhanced clarity and confidence, enabling timely risk management decisions.

Read more about TreasuryView

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