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Top Rated Financial Services Software with Cash management

Last updated: May 2026

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56 software options

Sage Intacct logo

Sage Intacct

Best-in-class Cloud ERP for Finance

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

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Spendesk logo

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

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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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Equifax Ignite for Financial Services logo

Cloud-based and on-premise software for financial services

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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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Accountfy logo

Smart Financial Platform

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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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PayPal logo

Payment processing, fraud protection and risk management

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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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DLS Financials logo

The premier savings and loan software for dioceses!

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

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SAP Taulia logo

Invoicing, discounting & payments

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Taulia is an online invoice, payment and discounting management application that serves large, global enterprises. It provides ways to automate supplier invoicing, payment processes,and more . It also provides a Supplier Management (SIM) system to store and manage supplier information.

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Libeo logo

B2B platform for approving and paying supplier invoices

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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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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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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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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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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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NEObank software logo

Application development software

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NEObank software is an app development solution designed for the deployment and customization of NEObank applications. It offers a unique blend of features, including a fully customizable mobile user interface, integration options, and a modular backend core.

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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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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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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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RightCapital logo

Financial planning solution

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RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.

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Questis logo

Employee benefits that benefit business

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Questis solves one of the biggest problems for businesses—a financially stressed workforce.

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Centime logo

Empowering finance teams with AP & AR automation.

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Powerful cash management solutions alone, even better together. Centime's AP & AR automation helps your finance team accelerate payments, streamline invoices, and achieve pinpoint forecasting accuracy — all seamlessly integrated into one platform.

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Kyriba logo

Treasury management for enterprises, CFOs, and treasurers

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Kyriba is a treasury management platform that assists finance professionals with risk management, payment processing, cash flow, and liquidity management. Key features include forecasting, transaction monitoring, investment accounting, bank relationship management, netting, and fee analysis.

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Datalog TMS logo

All-in-one treasury management system for groups

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Datalog TMS is a treasury management system enabling corporate treasury departments to automate and manage activities. It centralizes automation, tracking, and control of payments and cash flow across global accounts. The SaaS platform helps users configure and manage intra-group transfers, loans, and financial compensation, simplifying bank reconciliations, internal invoice payments, and money transfers while ensuring security, compliance, and scalability.

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Cledara logo

All-in-One SaaS Management Platform

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Cledara is a SaaS management software that helps businesses manage and streamline purchasing, management, and cancellation processes on a unified platform. Supervisors can gain visibility of all SaaS subscriptions to improve operational processes and ensure regulatory compliance.

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ORYX logo

Financial planning and forecasting solution

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ORYX Plan is a financial planning & forecasting system designed to capture business data, automate & streamline planning activities, and provide information on demand within a single planning environment. The software allows users to collaboratively generate & compare unlimited scenarios.

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Payhawk logo

Spend management platform that automates expense processing

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

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