getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial Services Software with API (2026)

Last updated: February 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.

Key features of Financial Services Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Transaction Monitoring: Reviewers highlight enhanced security with real-time alerts, fraud detection, and comprehensive transaction history, providing peace of mind for users. 93% of reviewers rated this feature as important or highly important.
  • Electronic Payments: Users appreciate the speed, convenience, and security of electronic payments, enabling quick transactions and reducing reliance on cash. 92% of reviewers rated this feature as important or highly important.
  • Transaction History: Reviewers value the detailed and accessible transaction history, which aids in financial management, budgeting, and error detection. 91% of reviewers rated this feature as important or highly important.
  • ACH Payment Processing: Users find ACH payment processing secure and efficient for direct bank transfers, assisting in payroll and business transactions. 78% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Reviewers note the ease of creating and managing invoices, enhancing payment processes and record-keeping for businesses. 78% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users benefit from detailed financial reports and analytics, which help in tracking expenses, identifying trends, and making informed decisions. 73% of reviewers rated this feature as important or highly important.
1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

123 software options

Sage Intacct logo

Sage Intacct

Best-in-class Cloud ERP for Finance

visit website
Financial services accounting software—the 1st and only preferred provider of the AICPA.

Read more about Sage Intacct

Users also considered
Coconut Software logo

Coconut Software

Empower financial advisors to deliver great advice.

visit website
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.

Read more about Coconut Software

Users also considered
Acuity Scheduling logo

Acuity Scheduling

Online appointment scheduling software and assistant

visit website
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.

Read more about Acuity Scheduling

Users also considered
PayPal logo

Payment processing, fraud protection and risk management

learn more
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.

Read more about PayPal

Users also considered
SaasAnt Transactions logo

Accounting and data entry software

learn more
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.

Read more about SaasAnt Transactions

Users also considered
Spendesk logo

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

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

Read more about Spendesk

Users also considered
SAP S/4HANA Cloud logo

A complete, intelligent ERP system for enterprises.

learn more
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.

Read more about SAP S/4HANA Cloud

Users also considered
Payhawk logo

Spend management platform that automates expense processing

learn more
Payhawk enables businesses to run their global operations by opening dedicated bank accounts, issuing corporate cards and making bank payments in local currencies.

Read more about Payhawk

Users also considered
Qonto logo

The finance solution that energizes SMEs and freelancers.

learn more
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.

Read more about Qonto

Users also considered
authorize.net logo

Payment processing across multiple channels

learn more
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.

Read more about authorize.net

Users also considered
D&B Finance Analytics logo

Credit risk management software with predictive analysis

learn more
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.

Read more about D&B Finance Analytics

Users also considered
Brex logo

Expense report and spend management platfrom

learn more
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.

Read more about Brex

Users also considered
Bizagi logo

Digital transformation & business process management (BPM)

learn more
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.

Read more about Bizagi

Users also considered
Agicap logo

Manage your cashflow with ease

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

Read more about Agicap

Users also considered
RoadFlex logo

Proactive Fuel Risk Management Platform and Fleet Card

learn more
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.

Read more about RoadFlex

Users also considered
Plaid logo

Platform that enables apps to connect with bank accounts

learn more
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

Read more about Plaid

Users also considered
Fluent logo

Document generation tool for creating contracts & proposals

learn more
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.

Read more about Fluent

Users also considered
Xente logo

Financial services and spend management software

learn more
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.

Read more about Xente

Users also considered
Vymo logo

Mobile-first intelligent sales assistant for field sales

learn more
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more

Read more about Vymo

Users also considered
AccountsIQ logo

Cloud-based accounting software for medium-sized businesses

learn more
AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting.

Read more about AccountsIQ

Users also considered
Total Expert logo

Marketing automation tool for financial services industry

learn more
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.

Read more about Total Expert

Users also considered
Company Watch logo

Financial Risk Solutions

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

Read more about Company Watch

Users also considered
Accountfy logo

Smart Financial Platform

learn more
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.

Read more about Accountfy

Users also considered
Serrala Suite logo

Serrala – automate finance without limits!

learn more
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

Read more about Serrala Suite

Users also considered
Caxton logo

API for managing overseas and local payments

learn more
Caxton allows businesses to automate their payment processes. It can be integrated into existing workflows and gain full control over your expenses. With Caxton API, enterprises can streamline payment processes, automate local and overseas payments to suppliers and process payroll efficiently

Read more about Caxton

Users also considered