GetApp offers free software discovery and selection resources for professionals like you. Our service is free because software vendors pay us when they generate web traffic and sales leads from GetApp users. Because we’re committed to help you find the right solution for your business needs, we list all software vendors on our website, and give them the opportunity to feature their solutions and collect user reviews. At GetApp, our comprehensive software listings, verified user reviews, software evaluation scorecards, product comparison pages and articles will empower you to make confident and well-informed purchase decisions.
Here's our list of apps for Financial Services Software. Filters help you narrow down the results to find exactly what you’re looking for.
Windward Core is a document generation system designed to help organizations create various custom documents such as contracts, loan agreements, proposals, HR letters, and more. It enables professionals to design personalized templates using Microsoft Word and store them in a centralized repository.
Read more about Windward Core
TreasuryView cloud platform unites debt, currency exposure, interest rate and currency hedges information and predictive insights into real-time treasury and financial risk management results.
Read more about TreasuryView
AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting.
Read more about AccountsIQ
Let your clients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag required.
Read more about Acuity Scheduling
Kani is a financial reporting and reconciliation software designed to help businesses in the fintech industry reconcile, create custom reports, visualize data, identify or forecast trends, and more. Administrators can drill-down into data sets and share transactional and customer insights.
Read more about Kani
EmformX is a cloud-based digital product advisory solution across all the corporate clients’ holdings, corporate loans, currency exposure, fx, and interest rate hedges, with the bank and with other banks, by real-time position valuation, risk, simulations, and product suggestions.
Read more about emformX
PayPal Commerce Platform is a comprehensive solution designed to serve your business needs and your customers, whether you’re just getting started or already a thriving enterprise or marketplace.
Read more about PayPal
Sage 300cloud is a cloud-based business management solution design to help small to medium-sized companies manage their business without requiring traditional ERP software. The system supports multiple companies, currencies, and languages to simplify results reporting, bank reconciliation, and more.
Read more about Sage 300cloud
Brex is the only account you’ll ever need. Payments, cards, capital, and spend management all in one place. Brex makes it easy for finance teams and employees to spend smart, grow fast, and enjoy the ride.
Read more about Brex
The tax implications of a client’s retirement strategy can be complex and confusing. But with Tax Clarity, advisors can help their clients make more informed decisions about their financial future.
Read more about Tax Clarity
AppNomu allows users to create prepaid cards, for employees, workmates, friends, and relatives for their online spending or software subscriptions. Users can pay for Netflix, Spotify, and other subscriptions using predefined gift cards.
Read more about AppNomu
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more
Read more about Vymo
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.
Read more about Total Expert
MetaTrader 5 is a cloud-based trading platform designed to help stock and Forex traders automatically manage trading activities using various advanced financial trading functions and fundamental analysis. It lets users open multiple positions of a single financial instrument in the same or opposite direction.
Read more about MetaTrader 5
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
SaasAnt Transactions is an accounting and data entry software that helps businesses bulk import, export, and delete transactions in Quickbooks Desktop from within a unified platform. It allows staff members to maintain an audit history of all imported and deleted transactions.
Read more about SaasAnt Transactions
IRIS CRM is a cloud-based automation software that calculates residuals, tracks prospects and works with various payment processing networks to manage merchant portfolios. IRIS CRM's robust suite of tools enables payment processing organizations to control retention and marketing.
Read more about IRIS CRM
ScaleFactor is a smart accounting and finance platform which provides business owners, managers, and entrepreneurs with the tools to automate complex bookkeeping tasks, and translate financial data into meaningful business insights. Key features include bill pay & invoicing, tax and cash management.
Read more about ScaleFactor
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
Infor SunSystems is designed to help businesses handle accounting management, including nominal ledger, payables, and receivable ledgers, cashbook, multi-currency, and multi-dimensional analysis from one single source.
Read more about Infor SunSystems
Clay is a Fintech where we create technology to control your company's finances.
From the bank reconciliation, we add technology, design and automation to the financial construction process.
Read more about Clay
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.
Read more about TOGGLE
Intergiro is a Swedish business banking provider and payment processor that offers merchant business accounts with an API-driven platform. Enjoy same-day settlements (T+0), reliable and efficient processing solutions with rapid merchant onboarding, and you get business banking services for free.
Read more about Intergiro
Finario helps businesses unify capital budgeting and project forecasting with approval workflow to deliver financial reporting automation across the investment life-cycle. It allows organizations to ensure capital reporting accuracy, generate valuable project and portfolio insights, and accelerate decision-making.
Read more about Finario
PitchBook Desktop is a comprehensive business intelligence solution that can help businesses discover the right data. PitchBook utilizes advanced search capabilities to filter through millions of data points & generate lists of the companies, investors, or individuals for new business opportunities.
Read more about PitchBook
Ivalua is a leading provider of cloud-based Spend Management software solutions. Our complete, unified platform empowers businesses to effectively manage all categories of spend and all suppliers. Recognized as a leader across the full Source-to-Pay spectrum by Gartner and Forrester.
Read more about Ivalua
Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel.
Instantly innovate your existing online interactions without changing your original application or installing software.
Read more about Surfly
ORYX Plan is a web-based 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.
Read more about ORYX
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.
Read more about MarketUP
Oracle FLEXCUBE is a financial services and banking management software that helps organizations create multiple product portfolios for deposits, microfinance, lending, Islamic banking, financial inclusion, and more based on specific customers and markets. It enables staff members to manage loan disbursements, monitor repayments, gain insights...
Read more about Oracle FLEXCUBE
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.
Read more about Powens
Centime is your all in one cash flow management tool for small and mid-sized businesses. Connect Centime to your General Ledger and product accurate cash flow forecasting with AR and AP management directly through the Centime dashboard.
Read more about Centime
Payhawk is the leading global spend management solution for scaling businesses. Headquartered in London and combining company cards, reimbursable expenses and accounts payable into a single product; its future-facing technology enables finance teams to control and automate company spending at scale.
Read more about Payhawk
Alloy is the command center for identity that covers compliance and fraud-fighting needs. From automatic decisions and fewer manual reviews to smooth onboarding, Alloy is how smart banks and fintech companies take a closer look at the whole picture.
Read more about Alloy
Vendors bid for placement within our listings. This option sorts the directory by those bids, highest to lowest. Vendors who bid for placement can be identified by the blue “Visit Website” button on their listing.
Sorts products as a function of their overall star rating, normalized for recency and volume of reviews, from highest to lowest.