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Top Rated Financial Services Software with Free

Last updated: September 2026

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32 software options

Mercury logo

Banking for startups and growing companies

Mercury delivers modern financial services for startups and small-to-mid sized businesses, combining business accounts, payments, cards, and finance operations in one secure, software‑driven platform.

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RoadFlex logo

Proactive Fuel Risk Management Platform and Fleet Card

RoadFlex is a leader in fleet expense management and fuel card solutions. Thousands of commercial fleets leverage its next-generation analytics insights, operations automation, and fleet reporting. This includes businesses that manage fleets, such as trucking companies, HVAC, construction, etc.

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DynamicDocs Excel to PDF Add-in logo

Excel to PDF conversion with dynamic templates

DynamicDocs Excel to PDF Add-in enables users to create high-quality PDF documents directly from Excel spreadsheets with a single click. The add-in integrates with DynamicDocs API to transform Excel data into professional PDFs, offering features like template customization, simultaneous document creation, and support for complex charts and tables. Users can access a library of ready-to-use templates for various business documents.

Read more about DynamicDocs Excel to PDF Add-in

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PayPal logo

Payment processing, fraud protection and risk management

PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

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TreasuryView logo

Financial uncertainty, meet risk management!

TreasuryView is a SaaS Treasury Risk Management Software. Our platform allows users to easily manage and oversee bank loans, future debt issuances, and interest rate hedging programs. Automated predictive insights provide enhanced clarity and confidence, enabling timely risk management decisions.

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Cryptool.io logo

All-in-one crypto investor management platform

Cryptool is an investor management platform that provides portfolio tracking, fundraising, and trading services for cryptocurrency assets. The platform features real-time asset monitoring, allocation trading, funding round management with whitelist and KYC capabilities, and automated distribution tools. Cryptool operates across multiple blockchains including MultiversX, Ethereum, and BNB Chain, offering services for both retail investors and fund managers.

Read more about Cryptool.io

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EzPay America logo

POS, billing, invoicing, and payment processing software

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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Unity logo

Next-generation multi-asset trading platform

Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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Koyfin logo

All the data you need, at your fingertips.

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

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MarketUP logo

ERP software for small businesses in Brazil

MarketUP is an ERP software designed for small businesses in Brazil operating across various industry sectors, including salons, retail, apparel, gaming and pharmaceuticals. It enables organizations to streamline operations related to sales, purchasing, inventory, and finance, among other processes.

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Cledara logo

All-in-One SaaS Management Platform

Cledara is a SaaS management software that helps businesses manage and streamline purchasing, management, and cancellation processes on a unified platform. Supervisors can gain visibility of all SaaS subscriptions to improve operational processes and ensure regulatory compliance.

Read more about Cledara

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TOGGLE logo

AI-based investment insights and financial analysis tool

TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

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PayNet Banking Platform logo

White-labeled Neo Banking and Payments Solutions

PayNet offers fully managed and ready to use - Neo Banking and Payment software solutions to enable use cases on:

- Payments
- Lending
- Deposits

Read more about PayNet Banking Platform

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Qonto logo

The finance solution that energizes SMEs and freelancers.

Qonto is the leading European business finance solution with over 450,000 customers.
The company makes day-to-day banking easier for SMEs and freelancers by offering an online business account combined with finance tools, such as invoicing, bookkeeping, and spend management.

Read more about Qonto

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Total Expert logo

Marketing automation tool for financial services industry

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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Plaid logo

Platform that enables apps to connect with bank accounts

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

Read more about Plaid

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Brex logo

Expense report and spend management platfrom

Brex is a finance platform that helps businesses control and manage spend. From corporate cards and banking to expense management and bill pay, it provides a comprehensive suite of tools to automate financial processes and improve the strategic impact of finance teams.

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Bizagi logo

Business Orchestration | AI Agents | Process Automation

Bizagi is an enterprise orchestration platform that makes AI operational and governable at scale. Built on more than two decades of enterprise process expertise, Bizagi brings the operational depth that makes AI production-ready in critical business processes.

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Credit Key logo
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Pay Over Time for Business

Customers buy more when they have instant access to capital and flexible payment options. Increase conversions and simplify the B2B purchase process by enabling your customers to pay over time for business purchases in all of the channels you sell in.

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Torobase logo
(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

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ScreenerHub logo
(0)

Complex marktes. Simple tools.

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

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Xepelin logo
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Xepelin Payments

Xepelin is a free financing and payment platform for all companies.

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OrbisPay logo
(0)

Payday, Everyday

Empowering employees to get access to their wages when they need it most.

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Flowie logo
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The ultimate Procurement and Finance Operations platform

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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Altrady logo
(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.

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