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Top Rated Financial Services Software with Mid size business - Page 6

Last updated: September 2026

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148 software options

Altrady logo
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The Trading Operating System for Active Crypto Traders

Multi-exchange crypto trading software for active traders. Scan markets, analyze charts, execute advanced orders, automate strategies, track portfolios and journal trades from one workspace.

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PennyFlow logo
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AI credit controller for UK small businesses

PennyFlow is an AI-powered credit control platform for UK SMEs that integrates with Xero accounting software. It automates invoice chasing via email and SMS reminders, profiles customer payment behavior, and uses AI voice technology for calls with late payers. PennyFlow manages cases end-to-end, including payment plan negotiation, dispute flagging, and tracking metrics like days sales outstanding and collection rates through financial analytics.

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Oracle Banking Platform logo
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Banking platform for the financial services industry

Oracle Banking Platform is a web-based banking platform designed to help businesses in the financial services industry manage customer relationships across all products and services, consolidate back-office operations, and adopt new distribution strategies. It lets teams adopt relationship pricing that helps create value for customers and reduce attrition.

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Solifi Open Finance Platform logo
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Cloud-based finance platform for businesses

Solifi Open Finance Platform is a cloud-based platform for equipment, working capital, wholesale, and automotive finance firms of all sizes. It helps businesses automate workflows, manage tasks, generate data insights, and more.

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Juni logo
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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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Alviere Hive logo
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Embed financial services with ease.

Alviere Hive is a banking software that offers FDIC-insured banking services to customers and processes payments via credit cards, ACH transactions, and more. Supervisors can create customizable branded cards and streamline cross-border transactions in multiple currencies.

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Silae Expense logo
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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.

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Hoopiz Credit Management logo
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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.

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Argyle logo
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Simply powerful payroll connections

Argyle—the leading payroll connectivity platform—connects businesses to consumer payroll records to power efficiency, automation, and innovation in financial services. Argyle connects businesses to 85% of consumer payroll records to power automation and innovation in financial services.

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Cegid Treasury logo
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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.

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EFICYENT logo
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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.

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SBS Open Banking logo
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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.

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Quick Payable logo
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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.

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VedaOne logo
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AI-driven financial forecasting & valuation tool

VedaOne AI is a financial planning platform that generates profit and loss statements, balance sheets, and cash flow projections for startups and small to medium-sized enterprises. The software provides automated financial statement generation, real-time business valuations using discounted cash flow and market multiple methods, and forecasting tailored to business model, industry, and location.

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Jocata GRID logo
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Enterprise ecosystem platform for financial institutions.

Jocata Grid is an enterprise ecosystem technology platform designed to address the specific challenges of a financial services company, providing an end-to-end digital transformation platform that integrates business applications, data, and analytics.

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Genesis logo
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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.

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emformX logo
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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

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OIXIO Leasing | Loans logo
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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.

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etops Advisory Hub logo
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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.

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MFS PLATFORM logo
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Mobile Financial Solutions Platform

Achieve breakthrough digital experience on our innovative Mobile Financial Solutions Platform

Take part in the mobile payments revolution with our custom-fit Mobile Financial Solutions Platform

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CIBIL logo
(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.

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etops Wealth Discovery logo
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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.

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Q2 Platform logo
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Digital banking platform for banks and credit unions

Q2 is a cloud-based mobile banking platform, which assists banks and credit unions with customer experience management and compliance. Key features include payment processing, process automation, data mapping, transaction monitoring, data security, fraud mitigation, and analytics.

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