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Top Rated Financial Services Software with Customizable reporting - Page 3

Last updated: May 2026

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76 software options

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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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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Solución Neurona logo
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SaaS financial management solution

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Neurona is a cloud platform for the management of funds in international money transfers with a payment engine, collections, and connections to massive channels (batch) or online channels. It allows external networks such as ACH, low-value networks such as cards, wallets, and others to connect with cases. There are also 14 additional modules including a Transactional Portal and Transfiya.

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B1 Financial logo
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Financial and credit management solution

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B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

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Oracle Financial Services Lending and Leasing logo
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Cloud-based loan origination software

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Oracle Financial Services Lending and Leasing is a cloud-based software, which helps organizations streamline the lending process from origination to servicing through collections. The asset finance software manages loans, leases, and lines of credit products on a centralized platform.

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Xepelin logo
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Xepelin Payments

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Xepelin is a free financing and payment platform for all companies.

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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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FinX logo
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Turns financial data into actionable insights

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FinX accelerates financial services operations with intelligent document processing across statements, and regulatory filings. Transform manual data handling into automated workflows, enabling faster client onboarding, risk assessment, and portfolio management with industry-leading accuracy.

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Banqsoft Digital Banking logo
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Cloud-based banking system for financial institutions.

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Banqsoft Digital Banking is a cloud-based banking solution designed for retail banking and consumer finance operations. The software facilitates a variety of digital banking services including reward programs, sales finance, loans, credits, debit and credit cards, and more. Key features include customer onboarding, pricing/conditions, finance applications, electronic signing, credit decisions, account management, customer portals, reporting/analytics, and invoicing.

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AgentFlow logo
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Agentic AI workflow automation for financial services

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AgentFlow is a cloud-based agentic AI platform for automating finance and insurance workflows by codifying internal knowledge.

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Break Analytics logo
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IRA planning & Roth conversion tools for advisors

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Financial Cloud Works offers cloud-based IRA planning software designed for financial advisors. The platform features tools for modeling Roth conversions, calculating required minimum distributions, and navigating Inherited IRA rules under the SECURE Act. It includes tax-aware distribution planning with Qualified Charitable Distribution modeling and IRMAA impact analysis.

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riskine logo
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Advisory suite for banks and insurance agencies

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riskine is a cloud-based advisory suite designed to help banks and insurance agencies provide consultations to private and corporate customers. Features include product recommendations, policy checks, knowledge graphs, event-based advice, state level benefits calculator, and goal planning.

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Tiimely logo
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Cloud-based lending automation platform for banks

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Tiimely is a cloud-based lending automation platform that helps businesses of all sizes in the banking industry manage loan approvals, customer interactions, risk and compliance requirements, and more.

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VeriBranch logo
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Cloud-based branch automation software for banks

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Designed for bank tellers, sellers, and advisors, the cloud-based branch automation software helps execute transactions.

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Juni logo
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The financial management platform made for ecommerce

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A financial management platform made for ecommerce. Use Juni to make better decisions, scale up, and unlock the potential of your online business.

Multi-currency cards and accounts
PayPal, Stripe, and Google Ads integrations
2% cashback for your first 30 days, up to 1% thereafter

And much more

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Silae Expense logo
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Générateur de sérénité, créateur de performance

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Silae Expense is an expense management solution for small and medium-sized companies. Much more than a simple expense management solution, Silae Expense uses Cloud & AI technologies to offer a unique user experience accessible anywhere, anytime and on any device, via Jenji applications.

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Cegid Treasury logo
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Manage your cash flow and secure your financial transactions

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Cegid Allmybanks offers finance directors and treasurers a consolidated, real-time view of their banking flows and cash flow for faster, better-informed decisions and unified management of all their entities, in France and internationally.

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Quick Payable logo
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AI-powered AP automation on Salesforce

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Quick Payable is an accounts payable automation software on the Salesforce platform using AI and OCR to streamline invoice processing and approval workflows. It captures invoice data from emails, PDFs, and scanned documents, routes invoices through customizable approval workflows, and detects duplicates. It integrates with ERP and accounting systems, offering real-time dashboards for tracking invoice approvals, spending, and payment status.

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emformX logo
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Digital Advisory Platform for Corporate Banks

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EmformX is a cloud-based digital product advisory platform enabling bank client relationship representatives to generate new upsell leads across all the corporate clients’ multibank positions such as corporate loans, currency exposure, fx, and interest rate hedges

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CECL FIT logo
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Web-based financial management software for CECL compliance

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CECL FIT is a web-based financial management software designed to help businesses comply with current expected credit loss (CECL) standards by reviewing portfolio reserves and testing assumptions. The system enables supervisors to assess the impact of credit loss across held-to-maturity (HTM) securities.

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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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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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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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