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Financial Services Software for Windows - Page 2

Last updated: February 2026

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78 software options

eMoney Advisor logo

Helping People Talk About Money

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eMoney Advisor delivers a suite of financial planning solutions designed to meet varying levels of client complexity. These range from goals-based to comprehensive cash-flow-based planning tools, enhancing client engagement, efficiency, and advisor-client relationships through interactive and personalized experiences.

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VigilantPay logo

Prevents fraud payment and validate business bank accounts

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Business payment software that reviews proposed payments and detect fraud and errors before payments go to the bank. Helps protect organisations from fraud and errors. Advanced Onboarding vendors functionality. Audit and risk reporting features for management and board members.

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BankOne logo

Online and mobile banking software

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BankOne is an online and mobile banking software designed to help businesses in the financial sector with account management, funds transfer, payment gateway integration, and much more. The platform enables managers to handle penalties, amortization, automated credit assessments, and treasury.

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FAD logo

Cloud-based digital signature and authentication software

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FAD is a cloud-based software designed to help businesses collect, validate, and record electronic signatures in compliance with industry regulations. Managers can capture videos of remote clients during agreement signing processes, enabling them to authenticate and verify the identity of end-users.

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ONESOURCE Indirect Tax logo

Sales and use tax system product suite software.

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ONESOURCE indirect Tax is a cloud-based Sales and use tax product suite solution for small to large sized businesses.

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Xmonies logo

Transfer Made Simple

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Xmonies makes cross-border fund transfers cost-effective, transparent, and hassle-free without any hidden charges.

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Airwallex logo

Payment and financial management solution

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Airwallex provides global businesses with an all-in-one account to help businesses grow and operate globally, offering access to domestic and foreign currency accounts, high speed international transfers, global bill pay, online payment links and plugins, multi-currency cards, expense management, software integrations and APIs to programmatically manage finances.

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Libeo logo

B2B platform for approving and paying supplier invoices

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Libeo enables SME businesses, CFOs and accountants to save time by centralizing, validating, and paying their supplier invoices in one click, without IBAN, and without using their banking interface. The platform allows users to manage the entire purchasing lifecycle via a unified portal.

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timveroOS logo

Framework-native lending platform built for flexibility and

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Framework-native lending platform unifying origination, servicing, and analytics, giving banks flexibility and long-term control.

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ORYX logo

Financial planning and forecasting solution

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ORYX Plan is a financial planning & forecasting system designed to capture business data, automate & streamline planning activities, and provide information on demand within a single planning environment. The software allows users to collaboratively generate & compare unlimited scenarios.

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FYIsoft logo

Financial Intelligence By Design®

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FYIsoft’s integrated suite for financial reporting, budgeting and analytics is ideal for multi-entity and other complex environments. Easy to use and proven to boost productivity 50%+ with automation power for multi-entity/multi-GL consolidations, currency conversion, industry benchmarking, more.

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EzPay America logo

POS, billing, invoicing, and payment processing software

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At the end of the day, month and year its important that your point of sale system allows you to have the ability to reconcile your accounts for tax filings. EzPay POS provides that ability by seamlessly integrating with Quickbooks. The number one accounting software in America.

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Centime logo

Empowering finance teams with AP & AR automation.

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Powerful cash management solutions alone, even better together. Centime's AP & AR automation helps your finance team accelerate payments, streamline invoices, and achieve pinpoint forecasting accuracy — all seamlessly integrated into one platform.

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Koyfin logo

All the data you need, at your fingertips.

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Koyfin is a market analytics platform for researching and understanding markets.

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Ivalua logo

ALL Spend, ALL Suppliers, ONE Platform

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Ivalua is a cloud-based Source-to-Pay platform powered by AI Agents. Recognized as a leader by Gartner and Forrester, Ivalua empowers organizations to enhance spend visibility, automate procurement processes, manage contracts, & improve supplier collaboration across the entire purchasing lifecycle.

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SBP Core Banking logo

Simplifying Success, Enhancing Efficiency

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SBP Core Banking empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital services at scale

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Tickelia logo

Cloud-based solution for business expense management.

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The solution features configurable physical and virtual business cards that can be tailored with specific restrictions and limitations to enhance expense control. These cards support various formats including physical cards for travel, virtual cards for employees, single-use virtual cards, and recurring virtual cards for subscriptions. Users can set monthly and daily spending limits, restrict usage by time zone, limit online or international purchases, and apply restrictions by expense type.

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iMX logo

Web-based financial services software for the finance sector

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iMX boosts financial services tools for banks, debt collectors, and finance officers to improve efficiency by managing business processes on a single platform. Key features include accounting integration, alerts, billing & invoicing, reporting, client & collection management, statistics, and more.

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e Wallet logo

Mobile Money eWallet

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Wallie – E Wallet is a mobile wallet system that can be assessed through various mobile devices. Thanks to this convenient system, you can process various payment services such as merchandising, money transfer, settlement of bills and prepaid top-ups through your mobile phone.

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Dancing Numbers logo

Data entry solution for small to midsize businesses

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Dancing Numbers is a data management software designed to help small to midsize businesses import and export data in bulk to/from QuickBooks. It allows managers to delete unwanted transactions and secure the transferred files or information using SSL encryption.

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Powens logo

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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SBS Financing Platform logo

Enterprise-grade wholesale and asset finance, built to scale

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SBS Financing Platform (SFP) is a cloud-native wholesale and asset finance platform used by banks, captives, and asset finance lenders.

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Blackwave Trading Platform logo

Innovative solutions for professional trading experience

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Blackwave Provides innovative, modern, and aesthetic solutions for trading, quantitative analysis, portfolio optimization, pre-build strategies, and more on a centralized platform.

We Integrate and create our solutions for Hedge Funds, Brokers, and Quantitative experts

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Onboarding 3.0 logo

Identity verification & facial biometrics platform for LATAM

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Onboarding 3.0 is an identity verification solution for end-to-end financial product onboarding in LATAM. With biometric and ID capture/OCR capabilities, this solution is designed to validate and authenticate customers while streamlining sales processes for teams.

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ABLE Platform logo

End-to-end loan origination and loan management platform

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ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.

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