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Financial Services Software with Search/Filter (2026)

Last updated: April 2026

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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.
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34 software options

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Total Expert logo

Marketing automation tool for financial services industry

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Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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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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AdvisorEngine logo

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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.

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PitchBook Desktop is a comprehensive business intelligence solution that can help businesses discover the right data. PitchBook utilizes advanced search capabilities to filter through millions of data points & generate lists of the companies, investors, or individuals for new business opportunities.

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It is simple for professionals to locate and analyze businesses operating in any niche thanks to Inven, an AI-powered programme that analyses millions of websites and pulls pertinent business data.

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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.

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White-labeled Neo Banking and Payments Solutions

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PayNet offers fully managed and ready to use - Neo Banking and Payment software solutions to enable use cases on:

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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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Airwallex logo

Payment and financial management solution

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Airwallex provides global businesses with an all-in-one account to help businesses grow and operate globally, offering access to domestic and foreign currency accounts, high speed international transfers, global bill pay, online payment links and plugins, multi-currency cards, expense management, software integrations and APIs to programmatically manage finances.

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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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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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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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The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.

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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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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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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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Dancing Numbers logo

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Dancing Numbers is a data management software designed to help small to midsize businesses import and export data in bulk to/from QuickBooks. It allows managers to delete unwanted transactions and secure the transferred files or information using SSL encryption.

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Intelligent Portfolio logo

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