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Financial Services Software

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monday sales CRM
Subscription Free Trial Free

Improve your sales efficiency with monday sales CRM. Centralize customer data, automate tasks, and track deals for a seamless process. Use real-time analytics for deep insights.

Shoeboxed, a receipt scanner service, aids individuals and businesses in organizing receipts and documents. It digitizes and categorizes paper receipts, business cards, and important documents. It also offers expense tracking and report generation.

MATLAB
Subscription Free Trial

MATLAB is a proprietary programming language and computing environment for numeric analysis, algorithm development, data visualization, and matrix manipulation. It supports interfacing with other languages, creating user interfaces, and is widely us…

Ramp
Free Free Trial

Ramp is a spend management platform that offers global corporate cards, expense management, accounting automation, accounts payable, and procurement solutions. It provides unlimited cards with full visibility, automates expense reporting and approva…

AlphaSense
Free Trial

AlphaSense, an advanced market research platform, leverages artificial intelligence for rapid data analysis. Seamlessly extracting insights from diverse sources like financial reports and news, it empowers users with intelligent search results.

SAS Model Manager
Subscription Free Trial

SAS Model Manager is a web-based application streamlining ModelOps for organizations. Connect data scientists, MLOps engineers, and analysts seamlessly. Ensure model governance with a centralized repository, version control, and REST APIs.

Mosaic
Free Trial

Mosaic is a strategic finance platform that enables agile planning, real-time reporting, and deeper analysis. It consolidates data from multiple systems to provide a single source of truth, allowing companies to manage financial risks, analyze data,…

Payoneer
Free Trial

Payoneer is a global platform that simplifies payment processing for digital businesses, making international money transfers and digital payments effortless. Users can send and receive funds, handle multiple currencies, and access financial service…

Your Ultimate AR Management Solution. Boost productivity with AI automation, enhance transparency with unified data, and improve predictability through real-time analytics. Elevate your financial team's efficiency and cash flow performance.

SAP Business Planning and Consolidation (BPC) is a solution that assists companies in strategic planning, forecasting, budgeting, and consolidation of financial data. Its main features include consolidation, and analysis tools to streamline financia…

Happay
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Happay is a comprehensive travel, expense, and payments platform designed for efficient spend management. It streamlines and accelerates travel and expense processes with features such as real-time reporting, digital mileage tracking, and advance re…

TallyPrime
Subscription Free Free Trial

TallyPrime is an integrated business management software designed for seamless accounting, inventory, and compliance processes. It offers intuitive dashboards, WhatsApp integration, and Excel import, enhancing business efficiency and control over ca…

Upflow
Subscription Free Free Trial

Upflow is a B2B accounts receivable platform that automates workflows, integrates with accounting software, and provides real-time metrics, utilizing customizable workflows and adaptable payment portals to reduce late payments and improve cash flow.

SafeSend
Free Trial Subscription

SafeSend is a comprehensive software solution for tax and accounting firms, offering tools for engagement letter management, fillable organizers, secure document collection, file exchange, and tax return assembly. It supports e-signatures, electroni…

UltraTax CS
Subscription

UltraTax CS is a professional tax software that streamlines and automates the entire tax preparation workflow. It offers a comprehensive solution for end-to-end tax compliance across federal, state, and local programs, ensuring form accuracy with in…

Mesh Payments
One Time License Free Free Trial

Mesh Payments is an expense management microservice platform that enables businesses to track and control employee expenses using virtual cards and real-time reporting. It features secure security protocols, accounting software integration, and API …

Costimize
Subscription Free Trial

Costimize: End-to-end Google Cloud cost optimization platform, streamlining cloud expense management. Native API and IAM integration for scalable automated optimizations. Securely built on Google Cloud, providing data visibility, FinOps, governance,…

Growfin
Subscription Free Trial

Growfin is an AI/ML-powered accounts receivable automation platform that optimizes the invoice-to-cash workflow for efficient collection. It offers real-time visibility, enables collaboration across AR, sales, and customer success teams, and support…

Amazon Comprehend
Subscription Free

Amazon Comprehend is an NLP service powered by machine learning to extract insights from unstructured text in documents. It identifies and redacts personally identifiable information (PII), streamlines document processing, and analyzes business data…

SAP Business One is an ERP solution designed for small and midsize businesses. It streamlines processes, offers integrated business intelligence, and supports both on-premise and cloud deployment. The platform manages accounting, financials, purchas…

Simetrik
Subscription Free Trial

Simetrik is a SaaS platform that empowers FinOps, accounting, and FP&A teams with robust no-code and AI technology. It simplifies, scales, and automates financial control, reducing risk and enhancing efficiency by centralizing data, automating recon…

IRS Solutions
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IRS Solutions is a tax resolution software for professionals that automates complex cases, integrates with IRS systems, and offers tools like automatic transcript downloads, instant analysis, and solution recommendations. With audit monitoring, clie…

Webgility
Subscription Free Trial

Webgility is an ecommerce automation software that connects your ecommerce channels to QuickBooks Online or QuickBooks Desktop. It syncs orders and inventory, generates real-time financial reports, and integrates with over 50 business applications, …

Razorpay
Free Free Trial Subscription

Razorpay is a comprehensive payment solution that enables instant online payments through various methods, including net banking, credit/debit cards, and UPI. It offers robust, user-friendly APIs and competitive pricing, making it ideal for startups…

Netstock
Subscription

Netstock is a supply and demand planning software that optimizes inventory management and boosts ROI through advanced forecasting, customized onboarding, ISO 27001 certification, and strategic pricing models, helping businesses maintain optimal supp…

YCharts
Subscription Free Trial

A financial analytics platform empowering advisors and asset managers to craft strategies, analyze market trends, and assess risks. Features include interactive dashboards, custom reports, and visual analytics.

Tealium AudienceStream is a customer data management (CDP) platform that combines data from multiple channels to engage with audiences in real-time. It generates complete customer profiles, segments audiences for personalized interactions, and manag…

Qonto
Subscription

Qonto is a comprehensive banking platform that provides a business account with integrated financial management tools, including invoicing, bookkeeping, expense management, and financing solutions, alongside features like local IBAN, free Mastercard…

Solver
Free Trial Subscription

Is a cloud-based xFP&A solution that empowers businesses with actionable insights for data-driven decisions. Its QuickStart integration offers access to reports, budgeting tools, and Excel-based planning.

IBM Cognos Analytics
Subscription Free Trial

IBM Cognos Analytics is a comprehensive BI solution that maximizes data potential. It offers advanced reporting, dynamic dashboards, and AI-infused insights for data exploration and predictive forecasting. The platform features robust governance, na…

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