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Financial Services Software with Workflow Management (2026) - Page 2

Last updated: February 2026

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69 software options

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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Alloy logo

All in one identity risk management platform

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Alloy solves the identity risk problem for banks and fintech companies.

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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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Justt logo

The modern chargeback platform

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Justt is the world's first smart chargeback solution that tailors each response and improves over time.

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Kyriba logo

Treasury management for enterprises, CFOs, and treasurers

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Kyriba is a treasury management platform that assists finance professionals with risk management, payment processing, cash flow, and liquidity management. Key features include forecasting, transaction monitoring, investment accounting, bank relationship management, netting, and fee analysis.

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Regate logo

All-in-one financial management platform

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Regate makes financial management easy while avoiding the use of multiple tools.

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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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Docupace logo

Wealth management software solution

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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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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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Unity logo

Next-generation multi-asset trading platform

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Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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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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Ivalua logo

ALL Spend, ALL Suppliers, ONE Platform

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Ivalua is a cloud-based Source-to-Pay platform powered by AI Agents. Recognized as a leader by Gartner and Forrester, Ivalua empowers organizations to enhance spend visibility, automate procurement processes, manage contracts, & improve supplier collaboration across the entire purchasing lifecycle.

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SBP Core Banking logo

Simplifying Success, Enhancing Efficiency

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SBP 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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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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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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Mooncard logo

Business expense management platform

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Mooncard is a business expense management platform for organizations of all sizes that automates the entire process, from payment to accounting. Key features include OCR, expense management, 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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Particeep Plug logo

Opening financial product distribution

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Turnkey financial services distribution solution.

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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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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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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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Banqsoft Digital Banking logo
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Cloud-based banking system for financial institutions.

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Banqsoft Digital Banking is a cloud-based banking solution designed for retail banking and consumer finance operations. The software facilitates a variety of digital banking services including reward programs, sales finance, loans, credits, debit and credit cards, and more. Key features include customer onboarding, pricing/conditions, finance applications, electronic signing, credit decisions, account management, customer portals, reporting/analytics, and invoicing.

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