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Financial Services
Financial management

Top Rated Financial Services Software with Financial management - Page 5

Last updated: August 2026

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Features

Fraud Detection

Invoice Processing

Activity Dashboard

General Ledger

Financial Management

Integrated with

Xero

Pricing model

Free

Open Source

Free Trial

One Time License

Subscription

Devices supported

Android

Chromebook

iPad

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Freelancers

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Juni

(0)

The financial management platform made for ecommerce

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

Read more about Juni

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Silae Expense

(0)

Générateur de sérénité, créateur de performance

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.

Read more about Silae Expense

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Hoopiz Credit Management

(0)

Financial services platform

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.

Read more about Hoopiz Credit Management

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Cegid Treasury

(0)

Manage your cash flow and secure your financial transactions

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.

Read more about Cegid Treasury

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EFICYENT

(0)

Global Money Transfers Made Easy

EFICYENT is a cloud-based cross-border payments platform built for businesses that send, receive, and manage money across international markets. The platform supports payment operations across more than 100 currencies, helping businesses reduce costs and speed up settlements.

Read more about EFICYENT

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Mercuryo

(0)

Fiat-to-crypto payment gateway for businesses.

Mercuryo is a global payment infrastructure platform in the digital token space, bridging TradFi, Web2, and Web3.

Read more about Mercuryo

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SBS Open Banking

(0)

Integrating legacy banking systems with technologies

Open Banking is a cloud-based solution designed to integrate legacy banking systems with emerging technologies. The platform enables banks to expand their service offerings and unlock new revenue streams while ensuring full compliance with evolving open banking regulations like PSD3. The platform ensures secure and efficient access to global banking data, connecting financial institutions seamlessly across the world.

Read more about SBS Open Banking

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Quick Payable

(0)

Salesforce AP Automation for Invoice Processing

Quick Payable is a Salesforce AP automation solution designed to manage invoice processing, routing, and payments within Salesforce. It provides real-time visibility into invoice status, vendor data, and payment tracking, helping finance teams maintain control over accounts payable operations.

Read more about Quick Payable

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Lyfeguard

(0)

Secure client intelligence for wealth and legal firms

Lyfeguard is an infrastructure platform for financial services to centralise client intelligence and life data. It surfaces advice opportunities, supports Consumer Duty compliance, and facilitates intergenerational wealth transfer through a secure, branded client portal and digital vault.

Read more about Lyfeguard

Users also considered

emformX

(0)

Digital Advisory Platform for Corporate Banks

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

Read more about emformX

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CECL FIT

(0)

Web-based financial management software for CECL compliance

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.

Read more about CECL FIT

Users also considered

OIXIO Leasing | Loans

(0)

Leasing and consumer credit contract management solution.

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.

Read more about OIXIO Leasing | Loans

Users also considered

SmartExus

(0)

AI automation for mortgage and finance brokers

SmartExus is an AI-powered workflow automation platform for mortgage brokers, commercial finance specialists, and asset finance professionals. It automates document analysis, extracts data from financial documents, auto-fills lender forms, and generates compliance reports. Features include a Kanban pipeline for deal tracking, integrated CRM tools, a secure client portal for document sharing, and appointment scheduling. The platform also provides role-based training and deal simulations.

Read more about SmartExus

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Tradestaq

(0)

AI crypto trading with automated strategies

TradeStaq is an automated trading platform connecting strategies to cryptocurrency exchanges. It offers pre-built bots for grid, dollar-cost averaging, and arbitrage strategies, plus an AI builder converting natural language into code. Supporting over 15 exchanges like Binance and Coinbase, it includes backtesting, copy trading, and a professional manual trading terminal.

Read more about Tradestaq

Users also considered

etops Advisory Hub

(0)

Financial management software

With etops Advisory Hub, we empower efficient and personalized wealth management at scale. Accelerate client onboarding and engagement, enable mass-advisory with operational excellence, and ensure regulatory compliance and risk mitigation in our digital-first platform.

Read more about etops Advisory Hub

Users also considered

CIBIL

(0)

CIBIL API solution for instant credit score & risk insights

CIBIL API Solution allows businesses, banks, NBFCs, and fintech lenders to access real-time credit scores and reports for individuals and companies. It automates credit risk assessment, loan eligibility checks, and ensures accurate, compliant financial decision-making.

Read more about CIBIL

Users also considered

etops Wealth Discovery

(0)

360-degree wealth analytics with built-in compliance

etops Wealth Discovery empowers wealth managers to deliver exceptional service to high-net-worth clients, navigate complex markets, and drive growth while ensuring regulatory compliance and cost-effectiveness. Simplify your everyday work and make it more efficient.

Read more about etops Wealth Discovery

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