getapp-logo

App comparison

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

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 Financial Management (2026)

Last updated: April 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


94 software options

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
Sage Intacct logo

Best-in-class Cloud ERP for Finance

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

Read more about Sage Intacct

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
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
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
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
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
Sage 300 logo

Cloud-based business management software

learn more
Sage 300cloud is a cloud-based business management solution design to help small to medium-sized companies manage their business without requiring traditional ERP software. The system supports multiple companies, currencies, and languages to simplify results reporting, bank reconciliation, and more.

Read more about Sage 300

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
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
Mercury logo

Banking for startups and growing companies

learn more
Mercury delivers modern financial services for startups and small-to-mid sized businesses, combining business accounts, payments, cards, and finance operations in one secure, software‑driven platform.

Read more about Mercury

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
Corpay logo

A seamless end to end solution from procure to pay.

learn more
Corpay's expense management solutions offer businesses a seamless end to end solution for managing expenses from procure to pay.

Read more about Corpay

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
Focus X logo

Enterprise software suite.

learn more
Data-centric Fourth Era ERP with Embedded AI

Read more about Focus X

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
Najar logo

Cloud-based SaaS management solution.

learn more
Najar: Empower Your Finance Team. Streamline your financial processes, reduce manual tasks, and make data-driven decisions with Najar. Our platform provides real-time insights into SaaS spending, enabling you to optimize costs and improve financial performance.

Read more about Najar

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
AdvisorEngine logo

Wealth management platform for investment companies

learn more
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

Read more about AdvisorEngine

Users also considered
DLS Financials logo

The premier savings and loan software for dioceses!

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

Read more about DLS Financials

Users also considered
Equifax Ignite for Financial Services logo

Cloud-based and on-premise software for financial services

learn more
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.

Read more about Equifax Ignite for Financial Services

Users also considered
Intergiro logo

Powering your business with integrated payment solutions.

learn more
Intergiro is a Swedish business banking provider and payment processor that offers merchant business accounts with an API-driven platform. Enjoy same-day settlements (T+0), reliable and efficient processing solutions with rapid merchant onboarding, and you get business banking services for free.

Read more about Intergiro

Users also considered