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description: Discover the best Financial Services Software for your organisation. Compare top Financial Services Software tools with customer reviews, pricing and free demos.
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title: Best Financial Services Software - 2026 Reviews, Pricing & Demos
---

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# Financial Services Software

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## Products

1. [GaiaLens](https://www.softwareadvice.co.uk/software/510070/GaiaLens) (0 reviews) — GaiaLens builds secure, explainable AI solutions that transform the workflows at the heart of financial institutions ...
2. [PayPal](https://www.softwareadvice.co.uk/software/104664/paypal) — 4.6/5 (26408 reviews) — PayPal is a digital payment platform that enables businesses and individuals to pay and accept payments through an on...
3. [Acuity Scheduling](https://www.softwareadvice.co.uk/software/116391/acuity-scheduling) — 4.8/5 (5745 reviews) — Acuity Scheduling is a cloud-based appointment scheduling solution that enables business owners to manage appointment...
4. [Google Pay](https://www.softwareadvice.co.uk/software/124963/google-pay) — 4.6/5 (916 reviews) — Android Pay is a cloud-based secure digital wallet application designed for processing payments using tablets and sma...
5. [Sage Intacct](https://www.softwareadvice.co.uk/software/1710/sage-intacct) — 4.3/5 (684 reviews) — Transition from accounting to growth financials. Leverage cloud-native flexibility.​ Sage Intacct is designed to effo...
6. [SAP S/4HANA Cloud](https://www.softwareadvice.co.uk/software/417244/sap-s-4hana-cloud) — 4.3/5 (355 reviews) — SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for sma...
7. [SaasAnt Transactions](https://www.softwareadvice.co.uk/software/288889/saasant-transactions) — 4.8/5 (270 reviews) — SaasAnt Transactions, built for Quickbooks, is a data entry solution that helps businesses import, review, delete, an...
8. [Qonto](https://www.softwareadvice.co.uk/software/446773/qonto) — 4.5/5 (250 reviews) — 💡 With an innovative product, highly responsive 7/7 customer service and clear pricing, Qonto has become the European...
9. [Spendesk](https://www.softwareadvice.co.uk/software/114369/spendesk) — 4.7/5 (228 reviews) — Spendesk is the all-in-one spend management solution that delivers more control, visibility, and automation to modern...
10. [authorize.net](https://www.softwareadvice.co.uk/software/127024/authorize-net) — 4.5/5 (219 reviews) — authorize.net is a payment processing solution that allows businesses to accept a variety of payment methods. These i...
11. [Sage 300](https://www.softwareadvice.co.uk/software/219721/sage-300cloud) — 3.9/5 (216 reviews) — Sage 300cloud (formerly Sage Accpac) is an enterprise resource planning (ERP) software system that serves small and m...
12. [Payhawk](https://www.softwareadvice.co.uk/software/382580/payhawk) — 4.6/5 (187 reviews) — Payhawk enables businesses to run their global operations by opening dedicated bank accounts, issuing corporate cards...
13. [Agicap](https://www.softwareadvice.co.uk/software/437138/agicap) — 4.3/5 (161 reviews) — Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS ...
14. [Bizagi](https://www.softwareadvice.co.uk/software/438602/bizagi) — 4.4/5 (142 reviews) — Bizagi offers a business process management (BPM) suite for enterprises. Key features include automation, modeling an...
15. [Brex](https://www.softwareadvice.co.uk/software/286794/brex) — 4.5/5 (139 reviews) — Brex is a finance platform that helps companies manage and optimize their spending. The platform offers tailored solu...
16. [D\&B Finance Analytics](https://www.softwareadvice.co.uk/software/246735/dandb-finance-analytics) — 4.5/5 (137 reviews) — D\&B Finance Analytics is a cloud-based risk management solution designed to help businesses analyze credit applic...
17. [Focus X](https://www.softwareadvice.co.uk/software/3600/focus) — 3.8/5 (119 reviews) — Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your bus...
18. [Plaid](https://www.softwareadvice.co.uk/software/179020/plaid-for-lending) — 4.4/5 (101 reviews) — Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accou...
19. [Tax Clarity](https://www.softwareadvice.co.uk/software/247266/tax-clarity) — 4.4/5 (63 reviews) — With Tax Clarity, advisors can strengthen their value by showing clients how to make retirement decisions in the most...
20. [RoadFlex](https://www.softwareadvice.co.uk/software/450588/RoadFlex) — 4.9/5 (60 reviews) — RoadFlex is a Visa Business Card and expense management platform built for growing fleets. It grants full visibility ...
21. [Mercury](https://www.softwareadvice.co.uk/software/536653/Mercury) — 4.9/5 (57 reviews) — Mercury is a business banking platform designed to help companies manage their finances with a range of integrated to...
22. [MetaTrader 5](https://www.softwareadvice.co.uk/software/239682/metatrader-5) — 4.4/5 (48 reviews) — MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading ...
23. [Total Expert](https://www.softwareadvice.co.uk/software/295506/total-expert) — 4.3/5 (48 reviews) — Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed ...
24. [AccountsIQ](https://www.softwareadvice.co.uk/software/29553/accountsiq) — 4.6/5 (44 reviews) — AccountsIQ is a cloud accounting software that simplifies the capture, process, and reporting of financial data. It o...
25. [Xente](https://www.softwareadvice.co.uk/software/404894/xente) — 4.8/5 (42 reviews) — Xente is a spending tool that enables business owners to mange employees using a unified interface. Administrators ca...

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## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software)
- [Expense Report Software](https://www.softwareadvice.co.uk/directory/427/expense-management/software)
- [Accounting Software](https://www.softwareadvice.co.uk/directory/4220/accounting/software)
- [Spend Management Software](https://www.softwareadvice.co.uk/directory/4086/spend-management/software)
- [Accounts Payable Software](https://www.softwareadvice.co.uk/directory/1851/accounts-payable/software)

## Links

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| de | <https://www.softwareadvice.de/directory/4356/financial-services/software> |
| en | <https://www.softwareadvice.com/financial-services/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4356/financial-services/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4356/financial-services/software> |
| en-IE | <https://www.softwareadvice.ie/directory/4356/financial-services/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/4356/financial-services/software> |
| fr | <https://www.softwareadvice.fr/directory/4356/financial-services/software> |

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Every solution is:\n\nExplainable - every recommendation, score, and report comes with context you can trust.\n\nSecure - designed for regulated industries with enterprise-grade data privacy and governance.\n\nTailored - our AI integrates with your workflows, your data, and your regulatory requirements.\n\nScalable - built to grow with your organisation, from single modules to a full AI workflow engine.\n\nFrom ESG pioneers to enterprise AI transformation partners, GaiaLens is helping organisations enter the AI era with confidence, clarity, and control.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/51fbc695-57ef-4b2a-97b1-763425b34ec6.png","url":"https://www.softwareadvice.co.uk/software/510070/GaiaLens","@type":"ListItem"},{"name":"PayPal","position":2,"description":"PayPal is a digital payment platform that enables businesses and individuals to pay and accept payments through an online portal. The solution is suitable for businesses of all sizes. It provides a one-touch login process, eliminating the need to re-enter information. For individuals, users can shop as well as process transactions overseas by linking their card details through PayPal’s portal.\n\nFor business owners, users can accept international payments from banks or digital wallets through the portal. Users can bill clients, receive direct payments from suppliers or manufacturers and accept payments from multiple markets with a single account. PayPal charges a transaction fee, which is calculated based on businesses’ total sales volumes. The system is compatible with mobile devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a2af8b29-fd79-4607-80c6-f6b601fc1578.png","url":"https://www.softwareadvice.co.uk/software/104664/paypal","@type":"ListItem"},{"name":"Acuity Scheduling","position":3,"description":"Acuity  Scheduling is a cloud-based appointment scheduling solution that enables business owners to manage appointments online. The product caters to the needs of small and midsize businesses as well as individual professionals. Acuity  Scheduling lets users automate appointment bookings by offering a real-time view of the time available. It has the capability to automatically sync calendars according to users’ time zones and can send regular alerts and reminders to users regarding appointment schedules.\n\nAcuity Scheduling’s scheduling feature set includes customizable intake forms, embeddable calendars, third party application calendar synchronizing and group scheduling for workshops. Acuity Scheduling is suitable for service-based businesses such as training and tutoring centers, coaching and consulting, photography and video production companies, fitness studios, salons and spa centers and health and dental clinics. The solution offers a free basic module and is available as a monthly subscription. The product offers APIs and integrates with third-party applications such as QuickBooks, FreshBooks, MailChimp, Google Analytics and WordPress.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8d2bcb49-a179-4429-958c-2a822b192105.webp","url":"https://www.softwareadvice.co.uk/software/116391/acuity-scheduling","@type":"ListItem"},{"name":"Google Pay","position":4,"description":"Android Pay is a cloud-based secure digital wallet application designed for processing payments using tablets and smartphone devices.\n\n\nDesigned for Android devices, this application allows users to add their cards to an NFC-enabled Android device and use their mobile devices instead of credit cards to make payments in retail stores.\n\n\nAndroid Pay also serves as an alternative to Google Wallet. Users can make purchases through its Android app and make payments for other Android services, such as movies and music.\n\n\nAndroid Pay uses virtual account numbers instead of bank account or card details. This helps to add a security layer to making payments. Users who have a fingerprint-reader feature in their smartphones can authenticate their payments using their fingerprints.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d06204f-821f-4052-9882-b35fd4db1cd4.png","url":"https://www.softwareadvice.co.uk/software/124963/google-pay","@type":"ListItem"},{"name":"Sage Intacct","position":5,"description":"Transition from accounting to growth financials. Leverage cloud-native flexibility.​\n\nSage Intacct is designed to effortlessly provide you with strategic insights enabling you to scale your business. Set your operations apart, leveraging the power of Ai and seamless integrations, allowing you to combine financial & operational data. Free up time from admin to focus on accelerating growth and driving impactful decision making with key metrics. Our cloud-native growth accounting solution does the heavy lifting for you.\n\nAccelerating Growth: Lead a stronger growth strategy for your business by reducing costs, unlocking revenue and freeing up resources to support your ambitions.​\n\nCompetitive Advantage: Make faster, smarter decisions and outsmart the competition by leveraging our industry-leading real-time reporting, enabling you to combine financial & operational data. Powered by our AI and intelligent automations, consolidations, and integrations.​\n\nUnlock Team Potential: Real-time insights and new tools that empower and delight both your finance team and business users to do their best work.​\n\nReturn on Investment: Realise the value of your software (and then some) with the savings, profits, and growth from switching to a Growth Accounting Solution.\n\nSage Intacct enables you to make smarter, faster decisions and frees up time from admin through:\nAi- powered accounting: Automate time-consuming accounting processes - saving you hours every week. From automated workflows and simple cash management to an Ai-powered general ledger that detects anomalies for you.​\n\nDashboards & Reporting: Make data-driven, faster and smarter decisions with hundreds of out-of-the box, real-time, multi-dimensional reports and dashboards. Equip your teams with the visibility to grow your organisation.​\n\nIntuitive Budgeting & Forecasting: Compare your performance against budgets and confidently forecast with AI-enabled tools, helping you to make the right decisions today and achieve your ambitions tomorrow.​\n\nIntegrate all your business tech together: Connect Sage Intacct to your tech stack, including Salesforce, Hubspot and so much more, for a seamless, streamlined data flow across platforms, allowing you to work the way you want.​\n\nExpert Advice & Support: Our award-winning team of experts is on hand to ensure that you unlock the maximum benefit of your investment. Your success and growth matters to us. When you succeed, we succeed. From expert implementation and training, to ongoing support; we’re here as your trusted partner.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe0f5e7e-e066-4ca1-a42f-67ba4ba1c9d0.jpeg","url":"https://www.softwareadvice.co.uk/software/1710/sage-intacct","@type":"ListItem"},{"name":"SAP S/4HANA Cloud","position":6,"description":"SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for small, midsize and large businesses in industries such as automotive, engineering, construction, mining, research and development, retail, wholesale, public sector and utilities. Primary features include finance performance measurement, supply chain management, purchasing, contract management, lifecycle management, production cost management and accounting.\n\n\nOther features include audit trails, compliance reporting, billing, dispute management, production planning, materials requirements planning (MRP), maintenance management, quality management, product lifecycle management, research and development. It offers integration with SuccessFactors Employee Central, Ariba, SAP Financial Services, SAP Fieldglass and SAP Hybris Cloud for Customer.\n\n\nSupport is offered via email and over a phone. Other help options include preferred care, support portal, self-help portal, guided resources, online chat and online case submission. Mobile applications are available for iOS, Android and Windows phones.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b557c346-6092-4469-b559-1adc202e5270.png","url":"https://www.softwareadvice.co.uk/software/417244/sap-s-4hana-cloud","@type":"ListItem"},{"name":"SaasAnt Transactions","position":7,"description":"SaasAnt Transactions, built for Quickbooks, is a data entry solution that helps businesses import, review, delete, and map daily transactions on a centralized platform. The history functionality allows team leaders to maintain an audit trail of all employee's activities across vendor, item, fixed assets, customers and accounts files.\n\nSaasAnt Transactions enables team members to bulk export transaction details from Quickbooks with details, such as customer name, created date, currency, due date, and ship date. It is available on annual subscriptions and support is extended via live chat, FAQs, phone, and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/57a15f65-75c9-4d14-9e52-d68dc88c4d04.png","url":"https://www.softwareadvice.co.uk/software/288889/saasant-transactions","@type":"ListItem"},{"name":"Qonto","position":8,"description":"💡 With an innovative product, highly responsive 7/7 customer service and clear pricing, Qonto has become the European leader in its category.\n\nGet started with a powerful Business Account for all your everyday banking needs.\n\n- Local IBANs (🇫🇷 French IBAN / 🇩🇪 German IBAN / 🇮🇹 Italian IBAN / 🇪🇸 Spanish IBAN)\n- Payment cards: spend up to €200,000/month. No hidden costs. Pay online, in-store, and abroad, whatever the situation, our range of free and premium corporate cards included in your subscription has got you covered.\n- Transfers: flexible payment methods - from Instant SEPA to SWIFT - so you can pay, and get paid, faster.\n- Transactions: unlimited history and real-time notifications.\n- Financing: easy access to integrated financing options.\n\nThen, leverage our Financial tools to keep track of your account. \n\n- Invoice management: centralize invoices & receipts in one place, get paid faster & automate your outgoing payments.\n- Spend management: control team spending with budgets, automatic receipt collection & tailored access.\n- Bookkeeping: collaborate seamlessly with your accountant, connecting to our suite of tools, and get a full, real-time cash flow overview.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56ff673c-56ca-4083-a386-9a8b50553986.png","url":"https://www.softwareadvice.co.uk/software/446773/qonto","@type":"ListItem"},{"name":"Spendesk","position":9,"description":"Spendesk is the all-in-one spend management solution that delivers more control, visibility, and automation to modern finance teams. Combine purchase orders, budgets, approvals, purchasing cards, virtual cards, expense reimbursements, and invoice management into one source of truth. Employees easily pay for what they need while finance keeps control and visibility over the whole process. Trusted by over 2,500 companies, Spendesk is helping businesses everywhere spend smarter.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cf6d1ff1-76f1-44f3-b6ff-d8876ba9a81a.png","url":"https://www.softwareadvice.co.uk/software/114369/spendesk","@type":"ListItem"},{"name":"authorize.net","position":10,"description":"authorize.net is a payment processing solution that allows businesses to accept a variety of payment methods. These include credit/debit cards, eChecks, and digital wallets, including Apple Pay. The platform provides tools to process payments online, in-person, via mobile devices, or over the phone.\n\nauthorize.net offers fraud protection tools and current customer payment information, preventing interruptions in the payment flow. Additionally, the solution provides recurring billing and digital invoicing capabilities to streamline payment collection.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d9b0443a-29fd-4fa3-8137-df55c54ee02e.png","url":"https://www.softwareadvice.co.uk/software/127024/authorize-net","@type":"ListItem"},{"name":"Sage 300","position":11,"description":"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 distribution and wholesale.\n\n\nThe system supports multinational business finance management, with support for multiple currencies and locations. Users can manage multiple companies with features to close books and report results by company or consolidated company.\n\n\nSage 300cloud users can maintain an unlimited number of currencies and exchange rates, get daily updates, and automate the gains or losses from fluctuations. Inventory management features within the system allow users to ship orders on time from multiple locations and track inventory by location.\n\n\nSage 300cloud will also detect unrecorded transactions, errors, and differences, and correct them to reconcile books with bank statements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7112afb8-9da1-4831-b7e3-5155aed46e56.jpeg","url":"https://www.softwareadvice.co.uk/software/219721/sage-300cloud","@type":"ListItem"},{"name":"Payhawk","position":12,"description":"Payhawk enables businesses to run their global operations by opening dedicated bank accounts, issuing corporate cards and making bank payments in local currencies.\n\nWith Payhawk you can manage operations across multiple global entities within a single platform and implement governance and controls at scale through a mix of proactive card management features and reactive workflows. Through the Payhawk platform, you can open regional bank accounts with dedicated IBAN (EUR, GBP and more) for your entities across the globe, make free bank transfers in multiple currencies, and leverage low FX rates for intra-currency payments. \n\nIn it's entirety, Payhawk is a leading spend management solution for domestic and international businesses throughout Europe, the UK, and the US. Combining company cards, reimbursable expenses, accounts payable, and seamless accounting software integrations into a single product, Payhawk makes business payments easy — for everyone. \n\nPayhawk helps customers in over 32 countries maximise efficiency, control spending at scale, and stay agile. With offices in London, Berlin, Barcelona, Paris, Amsterdam, Vilnius, Sofia, and New York, Payhawk’s diverse customer base includes top names like LuxAir, Babbel, Vinted, Hey Car, Vertice, Clarity AI, IGS, Pacha, Wallbox and Wagestream.\n\nPayhawk is the vendor of choice for enterprises, mid-market and SMBs in various industries across the globe. Whether you have tens, hundreds, or thousands of employees, Payhawk makes your business spend work for you, giving you control over spending at scale with a single solution. \n\nBenefits of using Payhawk\nPayhawk saves your company 100s of hours each month on manual finance process, and saves you €1000’s each month on wasted spend by:\n1) Simplify your finance operations with a single global solution for cards, reimbursable expenses and Accounts Payable (AP)\n2) Manage operations across multiple global entities with a single tool \n3) Get visibility across your organization through real-time spending reports\n4) Enable greater governance and control on spend without burdensome processes, through a mix of proactive card management features and reactive approval workflows\n5) Natively integrating to your ERP or accounting system - Netsuite, Business Central, MS Dynamics Finance, Quickbooks, Xero, Exact Online, DATEV and more\n\nPayhawk is the solution that meets the needs of finance teams at Scale-ups and Enterprises. \nIncluding more governance and control features (at scale), multi-entity management, greater accounting automation and more sophisticated ERP integrations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0dcfe2b-c6f5-4bd5-8d9d-7f7ea185637c.png","url":"https://www.softwareadvice.co.uk/software/382580/payhawk","@type":"ListItem"},{"name":"Agicap","position":13,"description":"Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS provider, we aim to transform how financial professionals manage their most challenging aspect - cash flows - enabling them to concentrate on value-adding activities.\n\nOur comprehensive solution consists of three key modules: Agicap Cashflow for efficient cash flow management, forecasting, and analysis; Agicap CashCollect for proactive customer receivables tracking and collection; and Agicap Payment for streamlined supplier invoice payments and centralization.\n\nThe platform automates financial operations, ensuring accurate, reliable, and efficient cash flow management. This includes effortless monitoring, forecasting, and reporting capabilities. Agicap also addresses essential business functions that significantly affect cash flows. Using our platform, finance teams can effectively manage, streamline, and enhance their accounts payable and receivable processes, benefiting from simplified payment procedures and automated workflows.\n\nSince its inception in 2016, Agicap has earned the trust of over 7,000 clients across more than 12 countries. Our platform offers a robust financial ecosystem, equipped with cutting-edge data integration technology. This technology seamlessly synchronizes and processes data from all major banks and business software in Europe in real-time. Additionally, our commitment to providing personalized support has been highly appreciated by our user base, further establishing our reputation as a trusted partner in financial management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61990a7c-9425-4847-aac2-763b110bf6eb.png","url":"https://www.softwareadvice.co.uk/software/437138/agicap","@type":"ListItem"},{"name":"Bizagi","position":14,"description":"Bizagi offers a business process management (BPM) suite for enterprises. Key features include automation, modeling and execution of business operations. It has been recognized as a Challenger in Gartner’s Magic Quadrant report for Intelligent Business Process Management Suites in 2016.\n\n\nBizagi’s process modeling feature enables managers to create visual business processes using drag-and-drop functionality. Users can directly customize checklist templates rather than creating it from scratch. It also comes with pre-built automation tools such as accounts payable, onboarding, a leave-request portal and recruitment.\n\n\nBizagi comes with an e-learning portal, which offers on-demand courses that assist users in learning the system. The solution can be deployed both on-premise and in the cloud. It integrates with enterprise content management (ECM) systems such as SharePoint, Alfresco, Documentum and FileNet.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/36dae5de-ef84-4b9d-9b64-0283f0b16bae.png","url":"https://www.softwareadvice.co.uk/software/438602/bizagi","@type":"ListItem"},{"name":"Brex","position":15,"description":"Brex is a finance platform that helps companies manage and optimize their spending. The platform offers tailored solutions for startups, midsize businesses, and enterprises. \n\nBrex's features include corporate cards, expense management, bill pay, and banking/treasury services. The platform uses AI-powered automation to streamline tasks including expense approvals, invoice entry, and accounting. The platform also supports global spending and payments in multiple countries, with features including in-application travel booking and management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1545d010-68da-4ff3-a831-43929e2d9524.webp","url":"https://www.softwareadvice.co.uk/software/286794/brex","@type":"ListItem"},{"name":"D&B Finance Analytics","position":16,"description":"D&B Finance Analytics is a cloud-based risk management solution designed to help businesses analyze credit applications and identify growth opportunities using predictive analytics. The platform enables organizations to establish custom rules, maintain an audit trail for credit decisions and ensure compliance with statutory regulations. \n\nD&B Finance Analytics allows administrators to add and organize customer details using various custom tags such as risk level, industry and country. Users can also predict risk businesses, record credit patterns, and monitor slow-paying accounts to optimize cash flow using the built-in customizable filters.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61b21a13-aa9c-4188-aaad-b7bc756bec1e.png","url":"https://www.softwareadvice.co.uk/software/246735/dandb-finance-analytics","@type":"ListItem"},{"name":"Focus X","position":17,"description":"Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human resources, it records and stores all your core business data on a centralized database. The application is more focused on the data, information and agility of the process, as well as being able to respond to a fast-moving and volatile business environment.\n\nAs an AI-enabled ERP software, Focus X is endowed with advanced capabilities that have the potential to improve control over disrupted and broken financial processes, simplify finding the right vendors, make forecasting effortless, and enhance other business processes to achieve greater growth and development.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3c57e59-e039-4d85-b722-9b044b4940be.png","url":"https://www.softwareadvice.co.uk/software/3600/focus","@type":"ListItem"},{"name":"Plaid","position":18,"description":"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, verify assets and more.\n\nDesigned to facilitate both lenders and borrowers, Plaid offers secure access to the bank information. It offers a host of features including transaction history, Automated Clearing House (ACH) authentication, real-time account balance, assets verification, employer verification and more. Additionally, it allows verifying email, mailing address, phone number and generating reports in JavaScript Object Notation (JSON) and Portable Document Format (PDF).\n\nProviding information on geolocation, merchant, and categories, Plaid directly integrates with any digital loan application to provide real-time updates. Pricing of the offering is based on the number of instances and per month basis. Support is extended via online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c91a81bc-9c50-44e0-a9e0-fdddb2c5b27b.png","url":"https://www.softwareadvice.co.uk/software/179020/plaid-for-lending","@type":"ListItem"},{"name":"Tax Clarity","position":19,"description":"With Tax Clarity, advisors can strengthen their value by showing clients how to make retirement decisions in the most tax-efficient way.\n\nTax Clarity is a retirement planning software tool that provides clients with a clear picture of the impact of their financial decisions on their taxes. It helps advisors and clients make more informed decisions about how to save for retirement by predicting the tax implications of their actions and helping them plan for those consequences.\n\nTax Clarity helps advisors demonstrate how their advice can help clients make better financial choices and save more money over the course of their working careers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/90cc8ef6-6be7-44d0-b884-3c865fc51b1a.png","url":"https://www.softwareadvice.co.uk/software/247266/tax-clarity","@type":"ListItem"},{"name":"RoadFlex","position":20,"description":"RoadFlex is a Visa Business Card and expense management platform built for growing fleets. It grants full visibility and control over fuel, fleet and other work-related expenses.\n\n[1] Save an average of 11% in fuel costs the first year you switch to RoadFlex. Enjoy competitive discounts at all fuel stations nationwide, and 1% for all non-fuel expenses.\n\n[2] Achieve 360-degree data connectivity: Integrate with your existing telematics software, fleet management software and accounting tools of choice.\n\n[3] Full Visibility into every dollar spent: set rules and spending limits for each card or driver, issue cards instantly and authorize payments in real-time.\n\n[4] Eliminate fuel fraud and theft: automatically block suspicious transactions that do not fit into your spending policies. Validate the card, driver and vehicle location at the time of each purchase.\n\n[5] Retroactive Fuel Analysis: for each vehicle, RoadFlex ties back the gallons consumed to the number of miles driven. This identifies potential fuel fraud or vehicle performance issues to pinpoint exactly where the inefficiencies are and make recommendations on improvements.\n\n[6] Unique Dedicated Customer Success: Users will receive a dedicated team to guarantee your success throughout their RoadFlex journey. A team will help users set up their entire dashboard and customize spending policies and limits for the entire fleet (by driver or vehicle). On top of this, users will have access to our 24/7 support line.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e497cc28-82d3-4c43-9ceb-6b7fb8eb98f1.jpeg","url":"https://www.softwareadvice.co.uk/software/450588/RoadFlex","@type":"ListItem"},{"name":"Mercury","position":21,"description":"Mercury is a business banking platform designed to help companies manage their finances with a range of integrated tools. It provides checking and savings accounts with no minimum balance requirements, business credit cards with cashback rewards, and fee-free USD payments. It serves startups, small businesses, and growing companies across industries such as SaaS, ecommerce, agencies, and venture capital.\n\nThe platform includes financial management features such as expense controls with virtual cards, automated bill payments, and integrated invoicing for receiving customer payments directly into accounts. Mercury Treasury allows businesses to earn yields on idle cash through high-liquidity portfolios. Accounting automation syncs transactions with accounting software such as QuickBooks, Xero, and NetSuite. Security features include FDIC insurance through partner banks, fraud protection, multi-factor authentication, and customizable user permissions.\n\nThe platform offers a user-friendly interface with features such as a universal search bar for quick access to transactions and vendors. It provides a centralized dashboard for viewing funds and transactions, along with automated transfers and approval workflows to reduce manual tasks. The application process is completed online without requiring in-person visits or paperwork.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/da6b0a74-3eb3-4042-9802-089d2543b717.jpeg","url":"https://www.softwareadvice.co.uk/software/536653/Mercury","@type":"ListItem"},{"name":"MetaTrader 5","position":22,"description":"MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading robots, signals and fundamental analysis. Key features include web trading, algorithmic trading, mobile trading and professional technical analysis.\n\nTeams using MetaTrader 5 can predict future market movements through thorough price analysis and forecasting. The application enables users to monitor all required financial instruments, examine short-term price fluctuations and long-term trends. Through the platform, individuals can read news reports from international news agencies, analyze various economic indicators and forecast their effect on stock prices and currency. Additionally, it allows traders to place pending orders and perform comprehensive market analysis on the basis of various graphical objects and technical indicators. \n\nMetaTrader 5 also lets users set protective Take Profit and Stop Loss levels, send pending orders and perform trading operations using iPads, iPhones, or Android-powered devices. Support is extended via documentation and an online inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/531b4fa2-447c-41df-b476-0b94945b2581.png","url":"https://www.softwareadvice.co.uk/software/239682/metatrader-5","@type":"ListItem"},{"name":"Total Expert","position":23,"description":"Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides tools to improve digital experiences for customers, including personalized communications to build1:1 relationships, group segmentation based on financial journeys, and more. \n\nUsing 360-degree contact views, this solution provides access to behavioral and transactional data. Additionally, Total Expert helps institutions maintain compliance across assets through the use of audit trails and automating approval workflows for marketing content.\n\nPricing information is provided by Total Expert. Support is available via phone, email, live chat, and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0087e5c3-f83c-470b-90c0-edf208446f57.png","url":"https://www.softwareadvice.co.uk/software/295506/total-expert","@type":"ListItem"},{"name":"AccountsIQ","position":24,"description":"AccountsIQ is a cloud accounting software that simplifies the capture, process, and reporting of financial data. It offers intuitive tools to automate consolidation, manage budget, audit, digital VAT returns, and cash flow. It is suitable for small to medium-size businesses in all industries and is designed specifically to suit business environments where multiple entities need access to a common platform.\n\n\nWith a flexible 3-tier General Ledger and 6 dimensions BI coding structure, AccountsIQ enables detailed and granular reporting and performance to be benchmarked across a group network. It includes 250 reports, management reporting packs, and dashboards and has an Excel Add-In and Power BI connection for customized analysis.\n\n\nAccountsIQ’s consolidation module makes it easy to consolidate multiple subsidiaries and manage complex ownership, handle foreign currency, centrally control exchange rates, and simplify intercompany recharging. Additionally, the stock management feature allows companies to track inventory levels and create multiple price lists. It is an ideal time-saving solution for multi-company and multi-location businesses. \n\n\nAccountsIQ’s budgeting feature enables users to measure actual results compared with planned budgets to analyze consistencies and variances in performance. This solution allows users to create budgets in different currencies to be converted into common currencies for comparison. Project accounting features enable easy billing and measurement against KPIs and a Time and Expenses Module enables users to manage projects and avoid Revenue Leakage.\n\n\nWith an expense capture and approval mobile app, AccountsIQ is able to streamline workflow approvals of purchase orders and invoices. User and client access management controls are included with customizable charts of accounts, GL coding, and dashboards.\n\n\nAccountsIQ is easily integrated through its open API with other Cloud systems to deliver business-wide efficiencies. It is priced per-month and pricing scales depending on the number of entities and functionality.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/208e1d38-7193-4843-b320-49ae6dba8180.jpeg","url":"https://www.softwareadvice.co.uk/software/29553/accountsiq","@type":"ListItem"},{"name":"Xente","position":25,"description":"Xente is a spending tool that enables business owners to mange employees using a unified interface. Administrators can create a virtual account, send them salaries, create spending cards and monitor transactions through a centralized dashboard.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f79198a-bffc-45fc-8e4d-d05cf44f5163.jpeg","url":"https://www.softwareadvice.co.uk/software/404894/xente","@type":"ListItem"}],"numberOfItems":25}
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