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Financial Services Software - Page 5

Last updated: May 2026

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114 software options

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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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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Aico logo

Cloud-based financial close platform

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Aico is a cloud-based financial close platform for large enterprises. It provides a suite of solutions to automate and streamline all aspects of the financial close process. The key features of Aico include a Closing Task Manager to accelerate month-end close and improve accuracy, automated Account Reconciliations to check balances, and more.

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CreditorWatch logo

Identify risky customers, protect your business and get paid

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CreditWatch provides tools and insights for businesses to identify risky customers, minimise risk, and protect their business to ensure they get paid.

From business credit reports, online application forms, automated credit decisioning, all the way through to automated collection software.

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