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Financial Services
Page 3

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

Last updated: February 2026

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Features

Workflow Management

Activity Dashboard(52)

Alerts/Notifications(49)

API(51)

Billing & Invoicing(30)

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69 software options

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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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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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Flowie

(0)

The ultimate Procurement and Finance Operations platform

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.

Read more about Flowie

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B1 Financial

(0)

Financial and credit management solution

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.

Read more about B1 Financial

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CreditorWatch

(0)

Identify risky customers, protect your business and get paid

CreditWatch provides tools and insights for businesses to identify risky customers, minimise risk, and protect their business to ensure they get paid.

From business credit reports, online application forms, automated credit decisioning, all the way through to automated collection software.

Read more about CreditorWatch

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Tiimely

(0)

Cloud-based lending automation platform for banks

Tiimely is a cloud-based lending automation platform that helps businesses of all sizes in the banking industry manage loan approvals, customer interactions, risk and compliance requirements, and more.

Read more about Tiimely

Users also considered

VeriBranch

(0)

Cloud-based branch automation software for banks

Designed for bank tellers, sellers, and advisors, the cloud-based branch automation software helps execute transactions.

Read more about VeriBranch

Users also considered

Banqsoft Digital Banking

(0)

Cloud-based banking system for financial institutions.

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.

Read more about Banqsoft Digital Banking

Users also considered

Genesis

(0)

Accelerating software innovation in finance.

Genesis Low-Code Platform is a full-stack application development platform that is purpose-built for financial markets. It features a low-code framework with tools, components, and integrations needed to build high-performance applications with great user experiences.

Read more about Genesis

Users also considered

Seedbase

(0)

Cloud-based and on-premise financial services software

Designed specifically for use in financial institutions, Seedbase is a financial system that enables data collection, sharing of progress between different parties, and analysis of results in a secure single system. With configurable workflows and targeted notifications, Seedbase enhances insight into the audit pipeline, allowing users to meet federal guidelines.

Read more about Seedbase

Users also considered

Cash & Credit

(0)

Accelerate cash inflow & Control customer risk

Cash & Credit, the most agile debt collection software on the market, enables companies to accelerate cash inflow, reduce outstanding receivables and improve cash flow.
Cash & Credit automates personalised invoice dunning scenarios, combining preventive and curative levers to eliminate late payments

Read more about Cash & Credit

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

Worth

(0)

Workflow automation platform for onboarding & underwriting

Worth automates onboarding and underwriting for financial services, offering tools for risk management, fraud prevention, and compliance. With streamlined workflows and deep insights, Worth empowers institutions to mitigate risk, enhance efficiency, and accelerate revenue confidently.

Read more about Worth

Users also considered

SBP Open Banking

(0)

Integrating legacy banking systems with technologies

SBP 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 SBP Open Banking

Users also considered

IR.Manager

(0)

Investor relationship management software

IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

Read more about IR.Manager

Users also considered

AgentFlow

(0)

Agentic AI workflow automation for financial services

AgentFlow is a cloud-based agentic AI platform for automating finance and insurance workflows by codifying internal knowledge.

Read more about AgentFlow

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FinX

(0)

Turns financial data into actionable insights

FinX accelerates financial services operations with intelligent document processing across statements, and regulatory filings. Transform manual data handling into automated workflows, enabling faster client onboarding, risk assessment, and portfolio management with industry-leading accuracy.

Read more about FinX

Users also considered

IronClad Family

(0)

Holistic asset management solution for financial advisors

IronClad Family helps financial advisors generate new revenue per client by discovering family protection planning gaps and providing clients with secure digital vaults for holistic asset protection.

Read more about IronClad Family

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

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