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Top Rated Financial Services Software with Business intelligence - Page 2

Last updated: June 2026

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138 software options

Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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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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Probe42 logo

Drive choices with full data insights

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Probe42 is a comprehensive Indian company information search and data intelligence tool that provides effortless access to a company's financial, legal, and compliance information. With over a decade of experience in handling data, Probe42 collects, cleans, and curates information from 743 validated public domain sources, ensuring high-quality and up-to-date data for users to make better and faster business decisions.

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FYIsoft logo

Financial Intelligence By Design®

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FYIsoft’s integrated suite for financial reporting, budgeting and analytics is ideal for multi-entity and other complex environments. Easy to use and proven to boost productivity 50%+ with automation power for multi-entity/multi-GL consolidations, currency conversion, industry benchmarking, more.

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EzPay America logo

POS, billing, invoicing, and payment processing software

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At the end of the day, month and year its important that your point of sale system allows you to have the ability to reconcile your accounts for tax filings. EzPay POS provides that ability by seamlessly integrating with Quickbooks. The number one accounting software in America.

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Docupace logo

Wealth management software solution

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The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.

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Payabli logo

Payment infrastructure and monetization platform

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Payabli is a comprehensive payment platform designed to help IT companies manage and monetize payment operations. The platform's pay in capabilities enable businesses to accept payments from customers, whether one-time, recurring, or scheduled. Businesses can leverage Payabli's API-first approach to build payment offerings that are fully integrated into product experience.

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Unity logo

Next-generation multi-asset trading platform

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Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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Xmonies logo

Transfer Made Simple

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Xmonies makes cross-border fund transfers cost-effective, transparent, and hassle-free without any hidden charges.

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finban logo

Cloud-based financial management tool for businesses.

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finban is a cloud-based financial management solution that helps businesses streamline cash flow forecasting and liquidity planning through real-time data and dynamic modeling of different scenarios. This results in greater forecasting accuracy and a reduced risk of overspending or underfunding. finban also offers insight into cash flow and financial position, with real-time data visualization and a consolidated view of financial data from multiple sources.

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Clay logo

Financial and accounting automation platform

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Clay is a financial and accounting software platform that helps businesses automate bank reconciliations, generate financial reports, and centralize business information. The platform features automatic bank reconciliation, cash flow projections up to twelve months, client and vendor management, and automated accounting entries. It includes integrations with multiple banks, tax authorities, and ERP systems, along with an AI assistant for user support.

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e Wallet logo

Mobile Money eWallet

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Wallie – E Wallet is a mobile wallet system that can be assessed through various mobile devices. Thanks to this convenient system, you can process various payment services such as merchandising, money transfer, settlement of bills and prepaid top-ups through your mobile phone.

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Inven logo

Find companies based on what they actually do

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It is simple for professionals to locate and analyze businesses operating in any niche thanks to Inven, an AI-powered programme that analyses millions of websites and pulls pertinent business data.

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Regate logo

All-in-one financial management platform

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Regate makes financial management easy while avoiding the use of multiple tools.

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PitchBook logo

The Pulse of Private Capital Markets

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PitchBook is the #1 SaaS data and research platform for private capital markets — the most cited, most trusted, and most comprehensive source of private markets intelligence available. Built for financial professionals who require institutional-grade data.

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OneCore logo

Financial services solution for Microsoft Dynamics

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OneCore for Microsoft Dynamics is a financial services software certified by Microsoft. It allows businesses to streamline financial services operations across loans, fleet, leases, and more on a centralized platform.

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ABLE Platform logo

End-to-end loan origination and loan management platform

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ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.

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Fitsyn logo

Financial services and lead management software

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Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement.

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NETSOL Technologies logo

Transcend the limits of technology

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NETSOL Technologies is a global provider of software for asset finance, automotive retail, and mobility. We help OEMs, lenders, dealers, and financial institutions digitize operations, streamline workflows, and enable connected, end-to-end finance ecosystems.

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Meld logo

Integration platform to build multi-vendor fintech stack

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Meld provides an application programming interface (API) for developers that helps to build a multi-vendor fintech stack, streamlining integrations across bank linking, cryptocurrency, and payments.

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Particeep Plug logo

Opening financial product distribution

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Turnkey financial services distribution solution.

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Onboarding 3.0 logo

Identity verification & facial biometrics platform for LATAM

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Onboarding 3.0 is an identity verification solution for end-to-end financial product onboarding in LATAM. With biometric and ID capture/OCR capabilities, this solution is designed to validate and authenticate customers while streamlining sales processes for teams.

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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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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

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Track and monitor debt and leases (GASB-87) in a simple and affordable software application. Built for School Districts, Local Government, Utilities, and Higher Education.

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SMART Suite logo

An Embedded Payment Portal Like No Other.

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SMART Suite powered by Transcard offers an all-in-one payment processing solution. With SMART Suite, businesses can manage insights, process payments, and onboard all in one place.

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Koyfin logo

All the data you need, at your fingertips.

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Koyfin is a market analytics platform for researching and understanding markets.

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