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Financial Services Software with Financial Management (2026) - Page 3

Last updated: April 2026

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94 software options

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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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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Trustly Pay logo

Cloud-based banking solution for businesses and individuals

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Trustly Pay is a cloud-based banking solution that allows merchants to accept payments from consumer’s bank accounts. The platform enables real-time connections with financial institutions, guaranteeing payments, streamlining the payment experience, and managing processing costs for merchants.

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SBS Core Banking logo

Simplifying Success, Enhancing Efficiency

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SBS Core Banking empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital services at scale

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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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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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Quanto logo

Make your company more Dynamic, Innovative, Efficient

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Quanto® is a software in the cloud that allows financial institutions to automate their processes, improve their productivity and achieve their strategic objectives

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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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iMX logo

Web-based financial services software for the finance sector

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iMX boosts financial services tools for banks, debt collectors, and finance officers to improve efficiency by managing business processes on a single platform. Key features include accounting integration, alerts, billing & invoicing, reporting, client & collection management, statistics, and more.

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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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SBS Financing Platform logo

Enterprise-grade wholesale and asset finance, built to scale

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SBS Financing Platform (SFP) is a cloud-native wholesale and asset finance platform used by banks, captives, and asset finance lenders.

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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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Masttro logo

Your platform for wealth visibility, your partner for wealth

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Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.

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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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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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CECL FIT logo
(0)

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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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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Oracle Banking Platform logo
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Banking platform for the financial services industry

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Oracle Banking Platform is a web-based banking platform designed to help businesses in the financial services industry manage customer relationships across all products and services, consolidate back-office operations, and adopt new distribution strategies. It lets teams adopt relationship pricing that helps create value for customers and reduce attrition.

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Hoopiz Credit Management logo
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Financial services platform

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Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

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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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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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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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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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