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Top Rated Financial Services Software with Non profits - Page 6

Last updated: June 2026

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158 software options

Flowie logo
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The ultimate Procurement and Finance Operations platform

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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.

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GoldenSource Enterprise Data Management logo
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Financial Markets' Data Management - Software & Services

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GoldenSource EDM – financial markets data management platform - delivering cost efficiency, innovation and compliance.
GoldenSource delivers data objectives & ROI while reducing implementation times & project risk.
Sec Ref, Market/Time Series, ESG, Product/Fund, Positions, Entity/Customer/Party/Issuer, Corp Actions

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Cash & Credit logo
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Accelerate cash inflow & Control customer risk

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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

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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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AgentFlow logo
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Agentic AI workflow automation for financial services

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

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Break Analytics logo
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IRA planning & Roth conversion tools for advisors

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Financial Cloud Works offers cloud-based IRA planning software designed for financial advisors. The platform features tools for modeling Roth conversions, calculating required minimum distributions, and navigating Inherited IRA rules under the SECURE Act. It includes tax-aware distribution planning with Qualified Charitable Distribution modeling and IRMAA impact analysis.

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riskine logo
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Advisory suite for banks and insurance agencies

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riskine is a cloud-based advisory suite designed to help banks and insurance agencies provide consultations to private and corporate customers. Features include product recommendations, policy checks, knowledge graphs, event-based advice, state level benefits calculator, and goal planning.

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Atoa Business logo
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Bank and card payment platform for UK businesses

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Pay by Bank allows customers to make payment via their UK Bank App or Internet Banking.

Instead of entering card details, customers:

Scan a QR code or click a SMS/email payment link
Select their bank
Approve the payment securely in their banking app using Face ID or fingerprint scan
The money is s

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Sayari Graph logo
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Maps and uncovers global business risks.

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Sayari provides instant access to public records, financial intelligence, and structured business information on over 455 million companies worldwide. The comprehensive data illuminates commercial and supplier networks, exposes hidden risks, and ensures confidence in mission-critical decisions. Features harness the world's data for analysis and investigations. All information surfaces insights that protect global business.

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Quartr logo
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Go beyond numbers

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Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

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IronClad Family logo
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Holistic asset management solution for financial advisors

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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.

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VeriBranch logo
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Cloud-based branch automation software for banks

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

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Oracle Banking Platform logo
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Banking platform for the financial services industry

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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

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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

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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

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Alviere Hive logo
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Embed financial services with ease.

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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

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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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Hoopiz Credit Management logo
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Financial services platform

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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

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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

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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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Mercuryo logo
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Fiat-to-crypto payment gateway for businesses.

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Mercuryo is a global payment infrastructure platform in the digital token space, bridging TradFi, Web2, and Web3.

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SBS Open Banking logo
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Integrating legacy banking systems with technologies

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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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AI-powered AP automation on Salesforce

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Quick Payable is an accounts payable automation software on the Salesforce platform using AI and OCR to streamline invoice processing and approval workflows. It captures invoice data from emails, PDFs, and scanned documents, routes invoices through customizable approval workflows, and detects duplicates. It integrates with ERP and accounting systems, offering real-time dashboards for tracking invoice approvals, spending, and payment status.

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Lyfeguard logo
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Secure client intelligence for wealth and legal firms

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Lyfeguard is an infrastructure platform for financial services to centralise client intelligence and life data. It surfaces advice opportunities, supports Consumer Duty compliance, and facilitates intergenerational wealth transfer through a secure, branded client portal and digital vault.

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Genesis logo
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Accelerating software innovation in finance.

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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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