getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial Services Software for Small Business (2026) - Page 2

Last updated: February 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features


Integrated with

No filters available


Pricing model


Devices supported


Organization types


User rating


151 software options

Total Expert logo

Marketing automation tool for financial services industry

learn more
Total Expert is available for Small Business and offers the following support options: Knowledge Base, Phone Support, Email/Help Desk.

Read more about Total Expert

Users also considered
Company Watch logo

Financial Risk Solutions

learn more
Company Watch is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

Read more about Company Watch

Users also considered
Accountfy logo

Smart Financial Platform

learn more
Accountfy is available for Small Business and offers the following support options: Chat, Knowledge Base.

Read more about Accountfy

Users also considered
Focus X logo

Enterprise software suite.

learn more
Focus X is available for Small Business and offers the following support options: Chat, 24/7 (Live rep).

Read more about Focus X

Users also considered
Najar logo

Cloud-based SaaS management solution.

learn more
Najar is available for Small Business.

Read more about Najar

Users also considered
Caxton logo

API for managing overseas and local payments

learn more
Caxton is available for Small Business and offers the following support options: Phone Support, Knowledge Base, Email/Help Desk.

Read more about Caxton

Users also considered
Probe42 logo

Drive choices with full data insights

learn more
Probe42 is available for Small Business and offers the following support options: Email/Help Desk.

Read more about Probe42

Users also considered
AdvisorEngine logo

Wealth management platform for investment companies

learn more
AdvisorEngine is available for Small Business.

Read more about AdvisorEngine

Users also considered
DLS Financials logo

The premier savings and loan software for dioceses!

learn more
DLS Financials is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, 24/7 (Live rep).

Read more about DLS Financials

Users also considered
Equifax Ignite for Financial Services logo

Cloud-based and on-premise software for financial services

learn more
Equifax Ignite for Financial Services is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about Equifax Ignite for Financial Services

Users also considered
PitchBook logo

Private Market Intelligence

learn more
PitchBook is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Chat, Knowledge Base.

Read more about PitchBook

Users also considered
Inven logo

Find companies based on what they actually do

learn more
Inven is available for Small Business and offers the following support options: 24/7 (Live rep).

Read more about Inven

Users also considered
Surfly logo

Universal Co-browsing and Collaboration Technology

learn more
Surfly is available for Small Business and offers the following support options: 24/7 (Live rep), Chat, FAQs/Forum, Knowledge Base, Email/Help Desk.

Read more about Surfly

Users also considered
Deepvue.tech logo

Digital customer journey creation for fintechs & lenders

learn more
Deepvue.tech is available for Small Business and offers the following support options: Email/Help Desk, Chat, Phone Support, 24/7 (Live rep), FAQs/Forum, Knowledge Base.

Read more about Deepvue.tech

Users also considered
Intergiro logo

Powering your business with integrated payment solutions.

learn more
Intergiro is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, FAQs/Forum.

Read more about Intergiro

Users also considered
Kani logo

Financial reporting and reconciliation software for fintech

learn more
Kani is available for Small Business and offers the following support options: Chat, Email/Help Desk, Phone Support, Knowledge Base.

Read more about Kani

Users also considered
finban logo

Cloud-based financial management tool for businesses.

learn more
finban is available for Small Business and offers the following support options: Phone Support, Knowledge Base, FAQs/Forum, Chat, Email/Help Desk.

Read more about finban

Users also considered
PayNet Banking Platform logo

White-labeled Neo Banking and Payments Solutions

learn more
PayNet Banking Platform is available for Small Business and offers the following support options: 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about PayNet Banking Platform

Users also considered
Clay logo

Software contable y financiero en Chile

learn more
Clay is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

Read more about Clay

Users also considered
TOGGLE logo

AI-based investment insights and financial analysis tool

learn more
TOGGLE is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum.

Read more about TOGGLE

Users also considered
Infor SunSystems logo

Financial management software that can adapt to any market

learn more
Infor SunSystems is available for Small Business and offers the following support options: Phone Support, Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat.

Read more about Infor SunSystems

Users also considered
Cledara logo

All-in-One SaaS Management Platform

learn more
Cledara is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Chat, Knowledge Base.

Read more about Cledara

Users also considered
eMoney Advisor logo

Helping People Talk About Money

learn more
eMoney Advisor is available for Small Business and offers the following support options: Chat, 24/7 (Live rep), Email/Help Desk, Phone Support, Knowledge Base.

Read more about eMoney Advisor

Users also considered
MeridianLink DecisionLender logo

Automated lending workflows for consumer finance

learn more
MeridianLink DecisionLender is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum.

Read more about MeridianLink DecisionLender

Users also considered
Forecastr logo

Forecast with confidence.

learn more
Forecastr is available for Small Business and offers the following support options: Email/Help Desk, Chat, Knowledge Base.

Read more about Forecastr

Users also considered