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Financial Services
Small business

Top Rated Financial Services Software with Small business - Page 3

Last updated: September 2026

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Fraud Detection

Invoice Processing

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General Ledger

Financial Management

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69 software options

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Torobase

(0)

Simplify your trading journey with Torobase

Torobase is an online trading platform catering to traders interested in forex and cryptocurrency. With a modern and secure trading platform, access to high leverage, low spreads, instant execution, and no commission fees, Torobase provides the necessary tools for both novice and experienced traders

ScreenerHub

(0)

Complex marktes. Simple tools.

ScreenerHub is a stock screening platform that automatically monitors your watchlist against your chosen fundamental criteria.

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.

MarketAlpha

(0)

Scan Real-Time Setups. Skip Manual Charting.

MarketAlpha is a real-time U.S. equities screener that automates charting and trade planning by turning visual market structure into scannable setups.

Vikhon

(0)

HR analytics platform

Vikhon is an intelligence platform for strategic HRs integrated with Business.

GitDealFlow

(0)

Startup discovery via GitHub activity signals

GitDealFlow monitors public GitHub engineering activity across startups to identify companies experiencing technical acceleration before funding rounds become public. The platform analyzes signals including commit velocity, contributor growth, and repository activity across over three hundred fifty startup organizations. It delivers weekly reports identifying five accelerating startups with sector classifications and explanations of their momentum patterns.

Break Analytics

(0)

IRA planning & Roth conversion tools for advisors

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.

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.

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.

Altrady

(0)

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.

Solifi Open Finance Platform

(0)

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.

Read more about Solifi Open Finance Platform

Users also considered

Juni

(0)

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

Contabilify

(0)

AI invoice processing for accounting firms

Contabilify is an AI-powered accounting platform that automates invoice processing for accounting firms, freelancers, and small businesses. It extracts data from PDF, JPG, or PNG invoices, classifies transactions, and detects duplicates. A multi-client panel lets firms manage separate client workspaces with unique tax IDs and analytics. The platform generates entries and exports data compatible with Holded, A3 Asesor, Contasol, Sage Despachos, Sage 50, and Excel.

Quick Payable

(0)

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.

VedaOne

(0)

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.

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.

Connexions

(0)

Appraisal platform for lenders and AMCs

Connexions is appraisal management software designed for lenders and appraisal management companies. The platform provides real-time visibility into appraisal orders and includes predicted delivery dates, custom notifications, and an assignment engine that auto-assigns appraisers based on custom criteria. It offers reporting capabilities with customizable data points and supports electronic submission to Fannie Mae and Freddie Mac.

CECL FIT

(0)

Web-based financial management software for CECL compliance

CECL FIT is a web-based financial management software designed to help businesses comply with current expected credit loss (CECL) standards by reviewing portfolio reserves and testing assumptions. The system enables supervisors to assess the impact of credit loss across held-to-maturity (HTM) securities.

etops Advisory Hub

(0)

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.