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Financial Services Software with Multi-Company (2026)

Last updated: April 2026

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Financial Services Software Key Features

    Based on 1238 user opinions, we identified 6 features that are important for any product in Financial Services Software

  • Electronic Payments

    Electronically collect payments for goods or services

    Average user rating

    4.7

  • Transaction Monitoring

    Monitor or audit historical and current transactions to analyze customer account activities

    Average user rating

    4.6

  • Transaction History

    Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

    Average user rating

    4.6

  • Invoice Processing

    Creation, processing, verification, and execution of invoices till the payment is made

    Average user rating

    4.5

  • ACH Payment Processing

    Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

    Average user rating

    4.4

  • Credit Card Processing

    Accept and process credit card transactions

    Average user rating

    4.6
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30 software options

Sage Intacct logo

Best-in-class Cloud ERP for Finance

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

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Payhawk logo

Spend management platform that automates expense processing

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Payhawk enables businesses to run their global operations by opening dedicated bank accounts, issuing corporate cards and making bank payments in local currencies.

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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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Sage 300 logo

Cloud-based business management software

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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.

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AccountsIQ logo

Cloud-based accounting software for medium-sized businesses

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AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting.

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Accountfy logo

Smart Financial Platform

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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.

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Focus X logo

Enterprise software suite.

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Data-centric Fourth Era ERP with Embedded AI

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Serrala Suite logo

Serrala – automate finance without limits!

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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

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DLS Financials logo

The premier savings and loan software for dioceses!

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

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Handit logo

Corporate performance management software

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Handit serves as a budget planning system designed for companies based in Brazil. Its scope of applicability encompasses sales, production, expenses, HR, investments, and financial aspects.

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Kani logo

Financial reporting and reconciliation software for fintech

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Kani is a financial reporting and reconciliation software designed to help businesses in the fintech industry reconcile, create custom reports, visualize data, identify or forecast trends, and more. Administrators can drill-down into data sets and share transactional and customer insights.

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Clay logo

Financial and accounting automation platform

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Clay is a financial and accounting software platform that helps businesses automate bank reconciliations, generate financial reports, and centralize business information. The platform features automatic bank reconciliation, cash flow projections up to twelve months, client and vendor management, and automated accounting entries. It includes integrations with multiple banks, tax authorities, and ERP systems, along with an AI assistant for user support.

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MeridianLink DecisionLender logo

Automated lending workflows for consumer finance

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Cloud‑based loan origination and decisioning software that automates consumer lending workflows across direct and indirect channels.

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Forecastr logo

Forecast with confidence.

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Forecastr is an out-of-the-box finance function for businesses. Get a dedicated expert and financial modeling software.

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VigilantPay logo

Prevents fraud payment and validate business bank accounts

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Business payment software that reviews proposed payments and detect fraud and errors before payments go to the bank. Helps protect organisations from fraud and errors. Advanced Onboarding vendors functionality. Audit and risk reporting features for management and board members.

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timveroOS logo

Framework-native lending platform built for flexibility and

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Framework-native lending platform unifying origination, servicing, and analytics, giving banks flexibility and long-term control.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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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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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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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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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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ABLE Platform logo

End-to-end loan origination and loan management platform

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ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.

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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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