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Financial Services Software with Cash Management (2026) - Page 2

Last updated: March 2026

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54 software options

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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Justt logo

The modern chargeback platform

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Justt is the world's first smart chargeback solution that tailors each response and improves over time.

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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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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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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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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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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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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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Betterment logo

Cloud-based platform for managing investments and returns

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Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.

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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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Tickelia logo

Cloud-based solution for business expense management.

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The solution features configurable physical and virtual business cards that can be tailored with specific restrictions and limitations to enhance expense control. These cards support various formats including physical cards for travel, virtual cards for employees, single-use virtual cards, and recurring virtual cards for subscriptions. Users can set monthly and daily spending limits, restrict usage by time zone, limit online or international purchases, and apply restrictions by expense type.

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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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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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Powens logo

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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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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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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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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Flowie logo
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The ultimate Procurement and Finance Operations platform

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Flowie is a state-of-the-art Procurement and Finance Operations platform designed for mid-size and large businesses, streamlining P2P, O2C, and Cash Flow management. Offering global invoice handling in over 60 countries with full tax compliance, it integrates seamlessly with all your tools.

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CreditorWatch logo
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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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AlphaSense logo
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AI-enabled market intelligence platform

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AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.

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OIXIO Leasing | Loans logo
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Leasing and consumer credit contract management solution.

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OIXIO Leasing | Loans is a specialized financial services solution for leasing and credit contract management, designed for companies whose main business is financing the acquisition of various assets (leasing) and/or providing consumer credit.

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Worth logo
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Workflow automation platform for onboarding & underwriting

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Worth automates onboarding and underwriting for financial services, offering tools for risk management, fraud prevention, and compliance. With streamlined workflows and deep insights, Worth empowers institutions to mitigate risk, enhance efficiency, and accelerate revenue confidently.

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Datasoft FxOffice logo
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Foreign exchange management and corporate banking software

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Datasoft FxOffice foreign exchange management software that helps financial institutions utilize several applications to streamline corporate banking, anti-money laundering, payment processing, and trading operations. It provides a multi-currency accounting solution, which allows professionals to track financial entries into the general ledger, automatically recognize profit or loss across outstanding deals, settlements, and revaluation, and report on cashflows.

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MFS PLATFORM logo
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Mobile Financial Solutions Platform

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Achieve breakthrough digital experience on our innovative Mobile Financial Solutions Platform

Take part in the mobile payments revolution with our custom-fit Mobile Financial Solutions Platform

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