Financial Services Software

Finding software can be overwhelming.

Showing 1-20 of 28 products

Nvoicepay

Nvoicepay is a cloud-based accounts payable solution, which helps enterprises across education, construction, hospitality, healthcare, manufacturing and various other industries approve and process invoice payments for both domest... Read more

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Coconut Software

Coconut is a cloud-based appointment scheduling solution designed for enterprise financial services organizations such as credit unions, retail banks and more. Key features include online bookings, recurring appointments, group sc... Read more

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Plaid

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income,... Read more

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Dancing Numbers

Dancing Numbers is a data management solution that helps small to midsize businesses using QuickBooks to import, export, and delete transactions across the system. The solution enables managers to organize and store files, remove ... Read more

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HES Lending Platform

HES Loan Origination Software is a cloud-based platform designed to help organizations of all sizes across banking, microfinance, mortgage and commercial lending industry create multiple loan products, manage agreements, offers an... Read more

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PhoneBurner

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include p... Read more

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Acuity Scheduling

Acuity Scheduling is a cloud-based appointment scheduling software solution that enables business owners to manage their appointments online. The product caters to the needs of small and midsize businesses as well as individual pr... Read more

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AdvisorEngine

All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerag... Read more

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PayPal

PayPal is a digital payment platform that enables businesses and individuals to pay and accept payments through an online portal without revealing any financial details. The solution is suitable for businesses of all sizes. P... Read more

Sage 300cloud

Sage 300cloud (formerly Sage Accpac) is an enterprise resource planning (ERP) software system that serves small and medium-size businesses in professional services, financial services, public sector, and other markets such as dist... Read more

Sage Intacct

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational i... Read more

Spendesk

Spendesk is a cloud-based spend management solution designed to help businesses handle invoices, approval processes, expense reimbursements, virtual debit cards and more. The platform uses optical character recognition (OCR) techn... Read more

Focus 9

Focus is a cloud-based enterprise software suite that includes modular enterprise resource planning (ERP) and customer relations management (CRM) solutions. Users can also choose to use individual modules such as warehouse managem... Read more

ScaleFactor

ScaleFactor is a cloud-based business accounting solution suitable for small and midsize companies. It helps businesses to automate complex accounting workflows and translate financial information into actionable insights. Key fea... Read more

SAP S/4HANA Finance

SAP S/4HANA is an integrated enterprise resource planning (ERP) software suite designed to serve businesses of size and kinds. SAP ERP is used to address the needs of many industry verticals including manufacturing, retail, servic... Read more

OnBase

OnBase is a cloud-based enterprise information platform that helps small to large organizations manage content, processes and cases. With specific solutions for insurance, financial, higher education, government, commercial and he... Read more

SnapAP

SnapAP provides AP teams with a complete Procure-To-Pay digitized workflow, from requisition to strategic payment management. The cloud-based application is immediately available in a mobile environment. SnapAP automation provides... Read more

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Ivalua

Ivalua is a supply chain management platform designed to help businesses in the automotive, financial services, food & beverage, healthcare, manufacturing, public sector and more. The source-to-pay suite includes solutions for pro... Read more

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Epicor ERP Financial Management

Epicor has evolved from a financial accounting system provider to an end-to-end enterprise solutions company. Epicor Financial Management is is a scalable enterprise resource planning (ERP) software suite of accounting application... Read more

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FYIsoft

Built for fast-growing companies with many reporting entities (i.e. divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and analytics software connects with any GL and easily ... Read more

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