Best Financial Services Software for Small Businesses (Free & Paid)

Trade Ledger is a commercial loan software solution that helps financial institutions manage the loan origination process with greater efficiency and transparency. The platform supports loan applications, credit assessment, and risk analysis, allowing lenders to make informed decisions quickly. Trade Ledger’s automation features streamline data collection and verification, reducing the time requ... Read more about Trade Ledger

Questis is an employee engagement software designed to improve workforce productivity and satisfaction through financial wellness programs. The platform offers personalized financial coaching, education, and tools to help employees manage their finances, reduce stress, and improve their overall well-being. Questis provides employers with insights into the financial health of their workforce, allow... Read more about Questis

CustomerMatrix is a cutting-edge Sales Enablement Software that leverages artificial intelligence to boost sales performance. It offers a platform that analyzes data from CRM systems, emails, and other sources to provide actionable insights for sales teams. CustomerMatrix features AI-driven recommendations for next-best actions, identifying high-priority opportunities and suggesting personalized e... Read more about CustomerMatrix

IncreaseCard is a robust financial reporting software designed to provide businesses with in-depth insights into their financial performance. The platform enables users to generate reports on revenue, expenses, and profitability, helping organizations make data-driven decisions. IncreaseCard offers customizable dashboards that allow teams to monitor key financial metrics and track progress toward ... Read more about IncreaseCard

iLearningEngines is a robust learning management system (LMS) designed to empower organizations to deliver impactful and engaging online training programs. This platform offers a user-friendly interface for creating, managing, and tracking the progress of online courses across various industries. iLearningEngines supports a range of multimedia content formats, including video, quizzes, and interac... Read more about iLearningEngines

Merkeleon Crypto Trading Software is an advanced financial services platform designed for cryptocurrency trading and management. This software offers a comprehensive suite of tools for trading various digital assets, including Bitcoin, Ethereum, and altcoins, providing users with an intuitive interface for managing their portfolios. Merkeleon features advanced trading functionalities, including re... Read more about Merkeleon Crypto Trading Software

Transferra is a financial services software designed to support businesses in managing transactions, tracking financial data, and ensuring compliance with industry standards. This software provides a secure platform for handling sensitive financial information, enabling organizations to manage accounts, process payments, and generate detailed reports. Transferra’s analytics tools offer insights ... Read more about Transferra

Forecastr is a financial management software that helps businesses forecast revenue, manage budgets, and track financial performance. This platform provides tools for financial modeling, scenario planning, and cash flow analysis, enabling businesses to prepare for future challenges and opportunities. Forecastr’s user-friendly interface allows users to create custom financial projections, analyze... Read more about Forecastr

OrbitOS is a comprehensive financial services software platform designed to streamline and automate financial operations for institutions like banks, investment firms, and insurance companies. The platform offers a range of tools for managing customer accounts, processing transactions, analyzing financial data, and ensuring compliance with regulatory standards. OrbitOS simplifies complex financial... Read more about OrbitOS

RelPro is a sophisticated lead generation software that helps businesses identify and connect with potential clients in their target market. Utilizing advanced data analytics and algorithms, RelPro provides comprehensive insights into prospective accounts, including detailed profiles, contact information, and company insights. This software enables sales teams to build a robust pipeline by filteri... Read more about RelPro

OCS Suite is a specialized financial services software designed to streamline operations for banks, credit unions, and financial institutions. The platform provides a comprehensive suite of tools for managing customer accounts, transactions, and compliance reporting. With features such as loan management, risk assessment, and customer relationship management, OCS Suite enables financial organizati... Read more about OCS Suite

Berkeley Payments is a comprehensive payment processing software that offers businesses an efficient way to handle payments, transfers, and digital transactions. The platform supports a wide range of payment methods, including credit cards, bank transfers, and mobile payments, allowing businesses to serve their customers wherever they are. Berkeley Payments is highly secure, with features like enc... Read more about Berkeley Payments

CoreWallet is a cutting-edge financial services software designed to help businesses manage and optimize their financial transactions. The platform offers a suite of tools for banking, accounting, budgeting, and financial reporting, enabling organizations to take full control of their financial operations. With CoreWallet, businesses can track payments, reconcile accounts, and manage cash flow wit... Read more about CoreWallet

Company Watch is a financial risk management software designed to help businesses and investors assess the financial health and risk exposure of companies. With its powerful analytics engine, Company Watch monitors key financial metrics, such as liquidity, profitability, and solvency, and evaluates potential risks in real-time. This software aggregates data from various sources and provides users ... Read more about Company Watch

Centime is a modern platform changing how businesses handle their financial processes. This easy-to-use tool focuses on making expense management simple, ensuring things are accurate and smooth. Forget about the complexities of doing expenses manually—Centime takes over and does it all for you. Its straightforward interface is designed for everyone, making tracking expenses a breeze. Whether han... Read more about Centime

Ormsby Street CreditHQ is a financial services software that provides businesses with the tools needed to assess and manage credit risk. Designed for banks, lenders, and financial institutions, CreditHQ enables users to automate credit scoring, assess customer creditworthiness, and make informed lending decisions. The software integrates with multiple credit bureaus and data sources to provide a c... Read more about Ormsby Street CreditHQ

Focus X is a comprehensive accounting software tailored to meet the needs of small to medium-sized businesses seeking efficient financial management solutions. This robust platform offers a wide array of features, including invoicing, expense tracking, payroll management, and financial reporting, ensuring that all aspects of a business’s finances are seamlessly integrated and easily accessible. ... Read more about Focus X

CAM Financial Services is a robust workflow management software tailored for the financial services industry. The platform helps businesses automate and optimize their internal processes, ensuring smooth and efficient operations. CAM Financial Services offers tools for task management, document routing, and approval workflows, reducing bottlenecks and improving productivity. The software supports ... Read more about CAM Financial Services

ETNA Stock Trading API is a robust financial services software that provides a seamless and efficient platform for integrating stock trading capabilities into custom applications. The API offers real-time market data, order execution, and portfolio management features, enabling users to build tailored trading solutions. With ETNA Stock Trading API, financial institutions, brokers, and traders can ... Read more about ETNA Stock Trading API

ForwardLane is an advanced financial services software designed to empower financial advisors and institutions with data-driven insights and decision-making tools. The platform uses artificial intelligence to analyze market trends, financial data, and client portfolios, helping professionals make more informed investment decisions. ForwardLane provides personalized financial recommendations based ... Read more about ForwardLane

NeuroShell Trader is a sophisticated financial services software designed to help traders and investors automate their trading strategies and analyze market data. It provides advanced technical analysis tools, charting capabilities, and predictive analytics, enabling users to develop and implement custom trading strategies based on historical and real-time data. NeuroShell Trader includes powerful... Read more about NeuroShell Trader

Xente is a spend management software designed to help businesses control expenses, optimize procurement, and enhance financial visibility. The platform provides tools for expense tracking, purchase order management, and budget control, enabling companies to monitor spending in real-time. Xente’s reporting and analytics features allow finance teams to analyze spending patterns, identify cost-savi... Read more about Xente

Home Equity Express is a loan servicing software that simplifies the management of home equity loans, providing lenders with tools to monitor accounts, process payments, and track loan performance. The platform supports various loan types, including home equity lines of credit (HELOCs) and fixed-term home equity loans. Home Equity Express automates payment reminders, reducing the risk of missed pa... Read more about Home Equity Express

Velexa is an innovative financial services software designed to streamline and enhance financial operations for businesses, from accounting and investment management to compliance and risk assessment. The platform provides a comprehensive suite of tools for managing financial transactions, tracking assets, and ensuring compliance with regulatory standards. Velexa’s user-friendly interface makes ... Read more about Velexa

OIXIO Leasing | Loans is a comprehensive contract management software specifically tailored for businesses in the leasing and lending sectors. The platform helps organizations manage and automate the entire lifecycle of contracts, from creation and negotiation to execution and compliance. OIXIO simplifies contract generation by providing customizable templates and contract clauses, ensuring that e... Read more about OIXIO Leasing | Loans