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Cross-Sector / Enterprise Fintech Software Directory
Horizontal platforms spanning accounting, treasury, GRC, data analytics, CRM, and non-bank lending — applicable across financial services sectors.
378 vendors across 6 categories
Accounting & ERP
General ledger, AP/AR, multi-entity consolidation, and procurement for financial firms.
Acumatica General Ledger
Flexible and scalable general ledger solution integrated within Acumatica ERP.
Adaptive Insights (Workday)
Cloud-based financial planning and consolidation software for multi-entity organizations.
AvidXchange AP Automation
Automates accounts payable processes for enterprise organizations.
Basware
Basware provides cloud-based purchase-to-pay and e-invoicing solutions for financial process automation.
Bench Accounting
Online bookkeeping and accounting software combined with professional human support for small businesses.
Billtrust AR Automation
AI-powered software to automate and optimize accounts receivable processes.
BlackLine
AI-powered platform automating record-to-report and invoice-to-cash financial operations.
Blackbaud Financial Edge NXT
AI-powered financial management software designed for fund accounting and compliance.
Board International
Integrated decision-making platform combining business intelligence, performance management, and analytics.
Botkeeper Automated Accounting
AI-powered bookkeeping automation designed specifically for accounting firms.
BrightAnalytics
Management reporting platform that consolidates financial and operational data into clear group reports.
Chargebee Subscription Billing
Subscription billing system supporting multiple pricing models and automating revenue workflows.
Coupa AP Automation
Cloud-based accounts payable automation solution for managing spend and payments.
Coupa Software
Unified AI platform for finance, procurement, and supply chain spend management.
Deltek Vision
Project-based ERP software designed to manage accounting, project management, and resource planning.
Determine (Corcentric)
Cloud-based procurement and source-to-pay solutions for enterprise spend management.
Determine Procurement
Comprehensive procurement platform integrating sourcing, contract management, and supplier management.
Epicor Financial Management
Comprehensive financial management software designed to streamline accounting and reporting processes.
Esker AP Automation
Automates accounts payable processes to improve efficiency and reduce manual tasks.
Fathom
Reporting, forecasting and consolidation software for management analysis across multiple entities.
FloQast Financial Close
Platform unifying accounting teams to optimize, automate, and ensure compliance in financial close processes.
FreshBooks
Cloud-based accounting software designed for small businesses and freelancers.
GEP SMART Procurement
AI-powered unified procurement platform for end-to-end source-to-pay operations.
Gaviti AR Collections
AI-powered platform to automate and optimize accounts receivable and invoice-to-cash processes.
HighRadius
AI-powered platform for automating accounts receivable and payable processes.
IBM Cognos Controller
Cloud-based solution for automating and accelerating financial close, consolidation, and reporting.
Infor CloudSuite Financials
Cloud-based financial management software for enterprise accounting and reporting.
Invoice Cloud
Cloud-based digital billing and payment platform with AI-embedded workflows for utilities, insurance, and government
Invoiced AR Platform
Automates invoice-to-cash processes to streamline accounts receivable and accelerate payments.
Ivalua Procurement
Enterprise AI platform for procurement to connect people, workflows, and data for spend management.
JAGGAER Procurement
AI-powered source-to-pay and supplier collaboration platform for procurement management.
Jedox Consolidation
Jedox Consolidation delivers accurate, auditable, and compliant group financial results with integrated planning capabilities.
Kashoo Accounting
Simple online accounting software designed for small business owners.
Longview (insightsoftware)
Enterprise performance management software for multi-entity financial consolidation and reporting.
Lucanet Financial Consolidation
Financial consolidation software for multi-entity accounting and reporting.
Medius AP Automation
Automated accounts payable solution streamlining invoice processing and approvals.
Melio AP Payments
Flexible vendor payments with AI-powered automation and global payment capabilities.
Microsoft Dynamics 365 Finance
Enterprise resource planning solution for financial management and accounting.
MineralTree
Automated accounts payable and payment management software for businesses.
MyOnlineBill
Integrated eBilling and payment processing platform for accounts receivable management
NetSuite ERP
Cloud-based ERP solution integrating financial management and accounting for enterprises.
Onventis
Modular source-to-pay procurement platform connecting sourcing, purchasing and supplier management for mid-market firms.
Oracle Hyperion Financial Management
Financial consolidation and reporting software to streamline close cycles and ensure compliance.
Oracle Procurement Cloud
Cloud-based procurement solution for streamlining purchasing and supplier management.
Palette Software AP
Automate invoice capture, approval routing, PO matching, and vendor payments with workflow customization.
Pilot Financial Accounting
Bookkeeping, tax, accounting, and advisory services combining software and expert guidance for startups and small businesses.
Pivot
Spend management platform automating purchasing, approvals and supplier workflows for procurement teams.
Planful
Cloud-based platform for financial planning, consolidation, and reporting across multiple entities.
Precoro
Procurement platform centralizing purchasing, approvals and invoice automation for scaling organizations.
Proactis
Procurement and spend management solutions for enterprise organizations.
Prophix Consolidation
Financial consolidation software designed to support multi-entity organizations with automation and AI capabilities.
Quadient Accounts Payable
Accounts payable automation solution to optimize invoice processing and finance workflows.
QuickBooks Enterprise
Comprehensive accounting and ERP software designed for growing businesses.
SAP Ariba
A cloud-based procurement solution connecting buyers and suppliers globally.
SAP Group Reporting
Integrated solution for financial consolidation and group reporting across multiple entities.
Sage Intacct
Cloud-based financial management software providing AI-powered accounting and real-time operational visibility.
SoftLedger
Cloud accounting platform for multi-entity, multi-currency consolidation with automated intercompany eliminations.
Stampli
AI-powered accounts payable automation platform to streamline invoice processing and approvals.
Synertrade
Digital procurement solutions for strategic sourcing and supplier management.
Talentia Software
Corporate performance management suite covering statutory consolidation, financial close, planning and reporting.
Tipalti AP Automation
AI-powered finance automation simplifying global accounts payable, payments, procurement, expenses, and treasury.
Tradogram
Cloud procurement software for requisitions, purchase orders, RFQs, contracts and invoice matching.
Unit4 Financial Management
Standalone enterprise financial management software for complex, high-transaction large enterprises.
Vena Solutions
Financial planning and multi-entity consolidation software integrating Excel with enterprise scalability.
Versapay AR Automation
Automate and simplify the invoice to cash process, from invoicing to reconciliation.
Vertice
Spend optimization platform for managing, controlling and reducing SaaS and cloud costs.
Wave Accounting
Accounting, invoicing, and payments software designed for small business owners.
Workday Financial Management
A cloud-based financial management solution providing trusted data and AI-driven insights for smarter accounting.
Xero
Cloud-based accounting software for small to medium-sized businesses.
YayPay AR Automation
Automate your entire accounts receivable process to accelerate collections and improve cash flow.
Yooz AP Automation
Cloud-based accounts payable automation software for streamlining invoice processing.
Zoho Books Financial
Cloud accounting software managing invoicing, inventory, expenses, and financial reporting for growing businesses.
Zuora Subscription Management
Subscription management platform for recurring billing and revenue automation.
Zycus Procurement
Comprehensive procurement software suite for enterprise spend management and sourcing.
Treasury & Cash Management
Treasury management systems, cash forecasting, bank reconciliation, and liquidity management.
ALMIS International
Asset liability management software for banks and building societies to manage liquidity and risk.
Adra (Trintech)
Automated bank reconciliation and financial close management software.
Atlar
AI-native treasury platform helping finance teams manage payments, cash, forecasting and bank connectivity.
Aurum Solutions
Automated reconciliation software unifying banks, payment providers and data sources in one place.
AutoRek
Automated reconciliation and data management solutions for financial institutions and corporates.
Brixx
Financial forecasting and planning software for projecting cash flow, budgeting and business planning.
CAPIX Treasury Manager
Integrated treasury system for small to medium corporate treasuries with advanced cash management.
Calxa
Budgeting and cash flow forecasting software for small businesses and not-for-profits.
Cash Flow Frog
Cloud cash flow forecasting software that automates rolling forecasts from accounting data.
Cashbook
Automated bank reconciliation and cash application software for high-volume finance operations.
Cashforce
Cashforce provides data-driven cash forecasting and treasury analytics solutions.
Coupa Treasury
Comprehensive treasury management solution for cash visibility, risk management, and payments automation.
Deluxe
Treasury management technology for financial institutions, covering receivables, remote deposit capture and payment processing.
Dryrun
Cash flow forecasting and scenario modeling software for finance teams, CFOs and advisors.
Embat
Real-time treasury and cash management platform for reconciliation, forecasting, payments and accounting.
Empyrean Solutions
Asset liability management, risk and performance platform for banks and credit unions.
FIS Quantum Treasury Management System
Comprehensive treasury management solution for cash, liquidity, and risk management.
Finastra Fusion Liquidity
Comprehensive liquidity management solution for real-time cash visibility and optimization.
Finastra Fusion Treasury
Comprehensive treasury management solution for cash, liquidity, and risk management.
Fiserv Reconciliation
Automated reconciliation solutions to streamline financial operations and improve accuracy.
Fluidly
AI-driven cash flow forecasting and management platform for businesses.
GTreasury
Comprehensive treasury management software for cash, liquidity, and risk management.
ION Treasury
A portfolio of treasury and risk management solutions for managing liquidity, risk, and compliance at any scale.
Kani Payments
Payment reconciliation and reporting platform automating transaction reconciliation and compliance reporting.
Kyriba
A treasury management platform connecting banks, ERPs, and apps to automate liquidity and risk management.
MORS Software
Real-time liquidity risk, treasury and ALM solution for small and medium banks.
Mirai RiskTech
Cloud-native balance sheet management platform integrating ALM, liquidity risk and FTP for banks.
Moody's Analytics ALCO
Comprehensive asset and liability management solution for liquidity and risk oversight.
Nilus
AI-powered treasury platform for cash management, forecasting and reconciliation across all accounts.
Nomentia
European cash and treasury management platform unifying payments, bank connectivity, liquidity and cash visibility.
Nominal
Agentic AI accounting platform automating reconciliation, journal entries and policy enforcement.
Numeric
AI-assisted close management platform for account reconciliation, tasks and flux analysis.
Openlink Findur
A multi-commodity treasury management system with advanced risk management and workflow automation.
Operartis
Machine learning-powered reconciliation automation platform for financial institutions
Panax
AI-native cash management platform giving finance teams real-time cash visibility and predictive forecasts.
Plansmith
Budgeting, ALM and planning software for banks and credit unions of all sizes.
ReconArt
Automated reconciliation software for complex financial processes across industries.
Reconcilio
ERP-agnostic reconciliation automation for banks, vendors and cards built for finance teams.
Reval (ION)
SaaS treasury platform providing real-time visibility, automation, and machine learning for cash forecasting and payments.
Reval Treasury Management
A comprehensive treasury and risk management platform for corporate treasury operations.
Salmon Software TMS
Comprehensive treasury management software for cash and risk management.
Temenos Liquidity Management
A comprehensive solution for managing liquidity and cash positions across multiple entities and currencies.
Tesorio
Automated cash flow performance platform for accurate forecasting and working capital optimization.
Treasury4
API-first, cloud-native treasury management platform connecting cash, payments, entities and debt data.
Trintech Cadency
Comprehensive financial close platform automating reconciliation, transaction matching, and journal entry processes.
Trovata
Automated cash forecasting and treasury analytics platform for enterprise finance teams.
Wolters Kluwer Balance Sheet Management
Comprehensive solution for managing balance sheet risk and liquidity in financial institutions.
zeb.control
Standard bank management software for finance, risk and ALM at financial institutions.
Risk, Regulatory & Compliance (GRC)
AML/KYC, sanctions screening, regulatory reporting, and audit management.
360factors
Integrated AI-powered GRC platform for risk, compliance, audit, and regulatory change management.
ACTICO Customer Screening
AI-powered sanctions, PEP and watchlist screening software for banks and insurers.
AML Partners RegTechONE
Configurable sanctions, PEP and adverse-media screening within the RegTechONE compliance platform.
AQMetrics
Regulatory reporting and compliance platform for investment firms across global jurisdictions.
Accuity (LexisNexis)
Sanctions screening and financial crime compliance solutions for global enterprises.
Accuity Firco Sanctions
Sanctions screening solution for compliance with regulatory requirements.
Acuris Risk Intelligence
Provides AML and KYC data and tools for risk management and compliance professionals.
Adenza AxiomSL Regulatory
A comprehensive platform for regulatory reporting and risk management across financial institutions.
Albany Group International
Unified compliance platform for risk, sanctions, and cyber posture monitoring from a single dashboard.
Arachnys
AI-driven platform for model risk management, AI governance, and financial crime compliance.
Aravo Solutions
Third-party risk management platform with AI-driven workflow, due diligence, and continuous monitoring
AuditBoard
Cloud-based platform for audit, risk, and compliance management.
Axiom SL (SS&C)
Axiom SL provides regulatory reporting and risk management solutions for financial institutions.
AxiomSL Regulatory Reporting
Data integrity and regulatory reporting platform for financial institutions.
Azentio
Purpose-built software for banking, insurance, capital markets, ERP, and compliance across emerging markets
BLECKWEN
AI-powered fraud detection platform for financial institutions, leasing companies, and insurers
BearingPoint Abacus Regulatory
Regulatory reporting solution designed to support compliance and risk management.
Broadridge Regulatory Reporting
Solutions to help organizations navigate complex regulatory requirements and ensure compliance.
BusinessForensics
Enterprise risk management software for AML, KYC/CDD, and financial crime investigations at banks and financial institutions.
C&F
Integrated governance, risk, and compliance (GRC) platform spanning risk management, compliance, and internal audit.
CRIF Decision Solutions
Credit information, business analytics, and digital solutions for risk management and decision-making
Camms (CAM Management Solutions)
Integrated risk, compliance, and governance software now part of Riskonnect's global platform.
Cappitech
Multi-regulation transaction reporting platform for MiFID II, EMIR, SFTR, and global securities reporting
CaseWare RCM
AML compliance platform for due diligence, sanctions screening, transaction monitoring, and case management.
Centerprise Services
Operational risk and governance software for banking and investment management institutions.
Clari5
Real-time fraud detection, AML compliance, and financial crime prevention platform for banks and insurers
ComplyAdvantage
An integrated SaaS platform for financial crime risk management and AML compliance.
Diligent Audit Management
Drive faster, risk-aligned audits with agentic audit management software.
Docaposte
Digital trust platform for electronic signature, invoicing, archiving, identity verification, and compliance solutions.
Dow Jones Risk & Compliance
Provides data, technology, and services to support financial crime, third party, and sanctions compliance risk management.
Esprow
Automated testing, certification, and onboarding platform for FIX protocol, APIs, and exchange simulation.
Featurespace ARIC AML
End-to-end solution combining fraud and financial crime detection with investigation and reporting capabilities.
FedReporter
Regulatory reporting software for US banks, credit unions and holding companies.
FinScan
Sanctions, PEP and watchlist screening solution for AML compliance across the customer lifecycle.
Finastra AML Risk Manager
AML risk management solution by Finastra for regulatory compliance and transaction monitoring.
Finastra Fusion Regulatory Reporting
Comprehensive solution for regulatory reporting and compliance management.
Fircosoft (SWIFT)
Sanctions screening solutions to help organizations comply with global financial crime regulations.
Fiserv AML Manager
Comprehensive AML solution for transaction monitoring and regulatory compliance.
Fourthline
Identity verification and fraud detection platform for automated KYC, AML screening, and customer authentication
Fraud.net
AI-powered enterprise risk management platform for fraud detection, AML, KYC, and transaction monitoring.
Funds-Axis
Multi-modular compliance software for investment firms, covering regulatory reporting, monitoring, and disclosures
Fusion Risk Management
Enterprise resilience software for business continuity, disaster recovery, crisis management, and operational risk
Hawk AI AML
AI-native AML solution providing explainable detection, unified risk view, and flexible deployment options.
Hyperproof
Compliance and audit management software for managing frameworks, controls and evidence.
INETCO Systems
Real-time payment fraud detection and transaction monitoring for banking and payments networks.
Ideagen
GRC software for internal audit and audit quality management across regulated organizations.
Innova Learning
eLearning platform for regulatory compliance, AML, diversity and inclusion training across regulated industries
Investedge
AI-enabled compliance and surveillance platform for wealth management supervision and regulatory oversight.
Invoke Regulatory Reporting
A regulatory reporting solution designed to streamline compliance and reporting processes for financial institutions.
Kovrr
AI security, governance, and cyber risk quantification platform with adaptive policy enforcement
LogicGate Risk Cloud
A configurable platform for managing risk, compliance, and audit workflows.
MCO (MyComplianceOffice)
Employee compliance platform for personal trading, gifts, political contributions, and code of conduct monitoring.
MYRIAD Group Technologies
Integrated third-party management platform for supplier and client oversight, due diligence, and cost control
Matterhorn Reporting Services
SaaS regulatory reporting software for MiFID II transaction reporting and AIFMD compliance.
MetricStream GRC
Enterprise platform for governance, risk, and compliance management including audit management.
Moody's Analytics RiskCalc
Credit risk assessment and analytics leveraging Moody’s data, research, and AI technology.
NICE Actimize
Entity-centric AML solutions with AI and machine learning for regulatory compliance and risk management.
Napier AI
AI-driven platform for AML, KYC, and transaction monitoring to enhance compliance efficiency.
Nasdaq Surveillance
Comprehensive surveillance solutions for regulatory compliance and risk management.
Ncontracts Audit
Audit management solution by Ncontracts for risk and compliance oversight.
Neterium
Watchlist and transaction screening APIs for financial crime compliance
Onfido KYC
Identity verification and KYC solution for AML compliance and fraud prevention.
Onspring
No-code GRC platform with audit management, live dashboards and process automation.
Oracle Financial Services AML
Anti-money laundering solution by Oracle Financial Services.
Oracle Financial Services Sanctions
Comprehensive sanctions screening solution for regulatory compliance and risk management.
Protecht
Integrated risk and compliance platform with audit management aligned to ISO 19011.
Protiviti Internal Audit
Internal audit consulting services for risk and compliance management.
Quantexa AML
Contextual monitoring and network analytics for enhanced detection and investigation of financial crime.
Quantifind
AI-driven financial crimes platform automating AML and KYC screening and investigations.
Refinitiv World-Check
A database for KYC screening and financial crime risk intelligence.
Regnology
Provides regulatory reporting technology connecting supervisory authorities and financial institutions globally.
Resolver Audit Management
Audit management software to streamline risk and compliance processes across enterprises.
Ripjar Labyrinth
Advanced AI-driven platform for sanctions screening and financial crime detection.
Riskonnect GRC
Integrated risk management platform for enterprise audit and compliance oversight.
Ropnoy
Non-intrusive data-dependency discovery tools helping financial institutions map spreadsheet and application data risk.
SAP Audit Management
Software solution for managing and automating internal audit processes.
Sanction Scanner
AML screening, transaction monitoring, KYC/KYB onboarding, and adverse media scanning in one platform.
Scorechain
Blockchain analytics and crypto AML compliance platform for transaction monitoring and wallet risk screening
SentiLink
Identity fraud prevention platform for financial institutions at the point of application
Shufti Pro KYC
Fast, accurate identity verification and fraud prevention for global compliance.
SideDrawer
Secure digital vault platform for document exchange, client collaboration, and audit trails in regulated industries
Suade Labs
Data-driven regulatory reporting platform helping financial firms meet evolving compliance requirements.
Sumsub KYC
Configurable identity verification platform supporting global compliance and fraud prevention.
SureCloud
AI-powered GRC platform for enterprise risk, compliance, audit, privacy, and third-party risk management.
Swiss GRC
Modular GRC Toolbox with audit management, risk, controls and compliance modules.
Symphony Ayasdi
Enterprise AI platform for financial crime detection, anti-money laundering, and fraud detection.
SymphonyAI Sensa-NetReveal
AI-powered financial crime platform for banks, optimizing AML, fraud, and compliance with intelligent automation and advanced detection.
Temenos Regulatory Reporting
Comprehensive regulatory reporting solution for financial institutions to meet compliance requirements efficiently.
ThetaRay
AI-based AML transaction monitoring and sanctions screening platform for banks and fintechs.
Tookitaki AML Suite
An AI-powered platform providing comprehensive risk coverage for anti-money laundering and financial crime detection.
Tracker Networks
Integrated GRC platform connecting enterprise risk management, strategy, compliance, and ESG in shared workflows
TradeChannel - a CSS Company
Transaction reporting integration hub for EMIR, MiFID II and SFTR compliance.
Wolters Kluwer OneSumX Regulatory Reporting
Integrated regulatory reporting solution for financial institutions to meet compliance requirements efficiently.
Wolters Kluwer TeamMate
Audit, risk, compliance, and controls software supporting end-to-end audit processes.
Workiva Audit
Cloud platform for managing audit workflows, documentation, and compliance reporting.
eSpear
Technology-first screening for sanctions, PEPs, watchlists, and adverse media with custom architecture capabilities
eflow Global
Regulatory reporting and trade surveillance software for financial firms and brokers.
enepath
Voice trading communication platform for trading floors with integrated compliance recording and turret systems.
eviid
Digital media capture, validation, and management platform ensuring evidential integrity and chain of custody.
sanctions.io
API-first sanctions, PEP and watchlist screening service for AML compliance.
Data & Analytics
BI, financial close and reporting, data warehousing, and predictive analytics.
AARO
Group consolidation and reporting platform for statutory and management close across multi-entity organisations.
AETINS
Multi-product BFSI software suite covering capital markets, insurance, and wealth management, powered by AI and automation.
AIM Software
Enterprise data management platform automating financial data feed integration and governance.
Alkymi
AI-powered data extraction and workflow automation platform for private markets investment documents.
Alteryx Analytics
Data analytics platform enabling predictive insights through self-service data preparation and advanced analytics.
Amazon Redshift
A fully managed cloud data warehouse service designed for large-scale data analytics.
Anaplan
AI-driven scenario planning and analysis platform for real-time financial insights and decision-making.
Azure Synapse Analytics
Integrated analytics service combining big data and data warehousing.
BlackLine Financial Close
Automates and controls the financial close process to improve accuracy and efficiency.
ClickHouse
Column-oriented OLAP database for real-time analytics over very large datasets at high speed.
Cloudera Data Platform
An enterprise data cloud platform for data engineering, data warehousing, and machine learning.
DataRobot Financial Predictive Analytics
AI platform delivering governed predictive analytics for financial services with risk control and operational efficiency.
Databricks Lakehouse
Unified data platform combining data lakes and warehouses for financial analytics.
Dataiku
End-to-end platform for building, deploying and managing data science and machine learning at scale.
Digital Matrix Systems
Credit bureau data access, storage, and analytics platform for financial institutions and insurers
Domo
Cloud-based platform for business intelligence and data visualization.
Dremio
Data lakehouse platform providing fast SQL analytics and unified access across enterprise data.
Dundas BI
Customizable embedded analytics platform for interactive dashboards and reporting.
Exasol
In-memory analytics database delivering high-speed query performance for data warehousing and analytics.
Experian Analytics
Provides data-driven decision analytics to enhance business performance and risk management.
FICO Analytics
Advanced analytics platform delivering predictive insights for enterprise decision-making.
Feedzai
AI and machine learning platform that detects fraud and financial crime in real time for institutions.
Firebolt
Cloud data warehouse built for low-latency analytics over large datasets with strong price-performance.
GoldenSource
Enterprise data management platform that masters and harmonises securities and reference data for financial firms.
GoodData Analytics
Analytics platform enabling AI-powered, embedded decision-making with a governed semantic foundation.
Google BigQuery
A fully managed, serverless data warehouse for scalable financial data analytics.
Grafana Financial Dashboards
Open-source platform for creating financial dashboards and visualizing data.
H2O.ai
Open-source AI and machine learning platform for predictive analytics across industries.
IBM Db2 Warehouse
Scalable data warehouse for analytics and AI workloads across hybrid cloud environments.
Joiin
Cloud app that consolidates multi-entity financial and operational data into reports and group statements.
Klipfolio
Cloud-based platform for building and sharing real-time business dashboards.
Konsolidator
Cloud-based financial consolidation and reporting software that automates the close for corporate groups.
Logi Analytics
Embedded analytics platform enabling customizable, self-service BI and reporting for software teams.
Longview Tax
Tax performance management software for accurate financial close and reporting.
Looker (Google)
A data platform that offers business intelligence, analytics, and embedded insights.
Looker Studio
Interactive dashboards and reports to visualize and share data insights.
MINSAIT
Digital transformation services and software solutions with AI, cloud, cybersecurity, and sector-focused products
Metabase
Open source business intelligence tool for data exploration and visualization.
MicroStrategy Financial Analytics
AI-powered financial analytics platform delivering real-time insights for smarter decisions in financial services.
Moody's Analytics
Provides data, analytics, and insights to support risk management and decision-making.
OneStream Software
Unified platform for financial close, consolidation, and AI-powered planning.
Palantir Foundry Financial
Data integration and analytics platform for financial services to support predictive analytics.
Power BI
Connect to and visualize any data with advanced analytics and AI-powered reporting tools.
Qlik
AI-powered analytics and robust data integration solutions for enterprise organizations.
Quantium
Transaction data enrichment solution that cleanses and categorizes raw banking data for personalization and risk decisions.
RavenPack
News and big-data analytics platform delivering sentiment and risk signals for investment decisions.
Remarkable Dynamics
AI-powered financial forecasting and modeling for businesses, operating as Formulate after merging with Remarkable Dynamics.
Rimes
Managed data services that source, validate and deliver benchmark, index and market data to investors.
SAS Advanced Analytics
Advanced analytics software for predictive modeling and data mining across industries.
Sentieo
AI-powered financial research and search platform for investment analysis, now part of AlphaSense.
SingleStore
Distributed SQL database that unifies transactional and analytical workloads for real-time applications.
Sisense
Sisense provides a business intelligence platform for complex data analytics and dashboarding.
SkyStem ART
Cloud platform that automates balance sheet reconciliations and the month-end close for finance teams.
Snowflake
A fully managed, cross-cloud data platform for enterprise data and AI workloads.
Solidatus
Data lineage and governance platform that maps how data flows across regulated enterprises.
Squirro
Augmented intelligence platform combining AI, search and insights to support enterprise decision-making.
Starburst
Enterprise analytics platform built on Trino for federated SQL queries across data lakes and sources.
Tableau
A platform for data visualization and analytics enabling data-driven decision making across organizations.
Taktile
Decision platform for financial institutions to build, test and run automated risk and credit decisions.
Teradata Vantage
Enterprise analytics platform for integrated financial data warehousing and insights.
ThoughtSpot
Search-driven analytics platform enabling business users to explore data and generate insights.
Visible Alpha
Consensus estimates and analytics platform built from in-depth sell-side analyst models, now part of S&P Capital IQ Pro.
Wolters Kluwer CCH Tagetik
Integrated corporate performance management software for financial close and reporting processes.
Workiva
AI-powered platform connecting teams to data for trust, transparency, and performance in finance and reporting.
Yellowfin BI
An analytics and business intelligence platform offering dashboarding and reporting capabilities.
Zest AI
AI-driven credit underwriting platform for improved risk assessment and decision-making.
mnAI
Firmographic data infrastructure providing structured, connected, and validated company intelligence for decision-making.
Customer & Sales
CRM, lead management, and sales performance management for financial services.
ActiveCampaign
Customer experience automation platform combining email marketing, automation, sales CRM, and messaging.
AdvisorStream
AI-powered digital marketing and compliance-approved content automation for financial advisors and wealth firms.
Agency MVP
Smart sales and lead management system built for insurance agents to score and convert prospects.
Akeron
End-to-end sales performance management and incentive compensation platform for planning, execution and analysis.
Anaplan Sales Planning
Connected planning platform for sales performance management and planning.
CaptivateIQ
Flexible and scalable sales commission software for accurate incentive compensation management.
Creatio
Agentic CRM and workflow platform with no-code and AI capabilities for customer engagement and sales automation.
DANAConnect
Multi-channel customer communications automation platform for financial institutions.
Doxee
AI-powered omnichannel customer communication and experience platform unifying touchpoints across the customer journey
EasySend
No-code platform for building AI-powered digital customer journeys, document generation, and eSignature workflows
FINTRX
AI-powered private wealth intelligence platform for identifying, analyzing, and engaging RIAs, broker-dealers, family offices, and endowment
Forma.ai
Enterprise sales performance platform unifying compensation planning and execution across quotas, territories and incentives.
Horizn
Digital adoption platform helping banks train staff and customers on digital banking products.
HubSpot CRM
A free CRM platform that unifies customer data and insights to support growth and customer relationship management.
Iconixx
Cloud sales performance and incentive compensation platform automating commissions, bonuses and merit plans.
Incentive Solutions
An all-in-one partner experience platform for channel growth with marketing, incentives, and analytics.
Insellerate
Mortgage CRM, lead management and borrower engagement platform built for lenders across every lending channel.
Kasisto
Agentic AI platform delivering conversational banking experiences and agent assistance for financial institutions.
LeadSquared
Lead management and marketing automation platform for financial services.
Liferay
Digital experience platform for customer portals, partner portals, intranets, and enterprise websites.
Marketo Engage
Marketing automation platform for lead management and customer engagement.
Optymyze
Automates sales commissions, quotas, territories, and objectives with speed and accuracy for enterprise sales teams.
Outreach.io
Sales engagement platform that automates communication workflows and improves lead management.
Palette
Sales commission automation software to design, manage and optimize incentive compensation plans.
Pardot
B2B marketing automation platform for lead generation and management.
Performio
Sales performance management software that automates incentive compensation and analytics.
Pipedrive
Sales CRM designed to help teams manage leads and deals efficiently.
Qobra
Commission management software that automates calculation, validation and payout of sales incentives.
QuotaPath
Commission management software automating tracking, comp plan modeling, approvals and payouts for sales teams.
Redtail CRM
CRM software designed specifically for financial advisors and wealth management firms.
SAP Commissions
Automate and optimize sales compensation management with SAP Commissions.
Sales Cookie
Cloud sales commission management software for designing and running incentive plans, including complex ones.
Salesforce CRM
Customer relationship management software to unify teams and enhance customer interactions.
Salesloft
A platform for sales engagement that helps teams manage and automate lead communications.
ServisBOT
Hybrid agentic AI platform combining automation with human oversight for customer service in regulated industries
Spiff
Automated sales commission software for accurate and transparent incentive compensation.
Top Down Systems
SaaS customer communications management platform for creating, managing, and delivering compliant correspondence
Total Expert
Customer engagement and marketing platform purpose-built for banks, lenders and financial services firms.
Varicent
A GenAI-powered platform for sales performance management integrating quotas, territories, compensation, and capacity.
Velocify
Lead management software that streamlines sales processes and improves loan conversion efficiency.
Xactly
AI-powered sales commission and performance management platform connecting your entire revenue engine.
beqom
Enterprise-ready total compensation and fair pay tools with explainable AI for transparent and compliant pay decisions.
boberdoo
Lead distribution software with ping/post, call routing and automation for lead generation businesses.
Lending (Non-bank)
Marketplace lending, invoice financing, and BNPL platforms.
Affirm
Affirm provides buy now, pay later financing solutions for consumers and merchants.
Afterpay
Buy now, pay later service offering flexible installment payments for online and in-store shopping.
Alma
French buy-now-pay-later provider letting shoppers split purchases into interest-free installments.
Aria
French embedded invoice financing API enabling B2B platforms to pay suppliers fast and offer payment terms.
Best Egg
US online financial platform offering secured and unsecured personal loans with fast digital funding.
Bondora
Estonian peer-to-peer platform letting retail investors fund unsecured consumer loans across Europe.
Defacto
French API-first B2B lending platform providing short-term, embedded financing for small businesses.
Earlypay
Australian business finance provider offering invoice finance and working capital to SMEs.
Finexkap
French online invoice financing platform giving small businesses short-term working capital from unpaid invoices.
FundThrough
North American invoice factoring platform advancing funds against unpaid invoices for small businesses.
Fundbox
Provides flexible invoice financing solutions to help small businesses manage cash flow and access funding.
Happy Money
US lending platform offering personal loans focused on credit card debt consolidation for consumers.
Kabbage (American Express)
Platform providing flexible access to business funding with integrated cash flow insights.
Klarna
Flexible payment options allowing shoppers to pay in installments or over time without fees if paid on time.
Kriya
UK fintech offering invoice finance, business loans and embedded pay-later products to small businesses.
Lendermarket
Irish peer-to-peer platform connecting investors with loans originated by lending companies.
LendingPoint
US online lender providing personal loans and point-of-sale financing using a broad view of borrower data.
Mintos
European peer-to-peer marketplace connecting retail investors with loans from lending companies across many countries.
Novicap
Spanish working-capital platform offering invoice financing, factoring and supplier payment solutions.
Octet
Australian working-capital provider offering debtor finance, trade finance and supply-chain solutions.
PeerBerry
European peer-to-peer marketplace letting investors fund consumer, business and leasing loans.
Prosper Marketplace
Online marketplace platform offering personal loans, credit cards, and investment opportunities.
Resolve
US B2B net-terms and financing platform that pays sellers upfront while buyers pay later.
SoFi
Digital consumer finance platform offering personal loans and lending products to mainstream US borrowers online.
Sonovate
UK invoice finance and back-office platform funding recruitment agencies and consultancies.
TWINO
Latvian investment platform offering retail investors access to loan-backed and alternative investments.
Two
Norwegian B2B buy-now-pay-later platform offering merchants trade credit and invoicing at checkout.
Tymit
UK installment credit card letting consumers split purchases into clear, flexible repayment plans.
Upgrade
US consumer credit platform offering personal installment loans, cards and related products to mainstream borrowers.
Younited
French consumer credit platform providing instant personal loans and embedded financing across Europe.
Zilch
UK buy-now-pay-later app letting consumers shop anywhere and spread interest-free payments.
auxmoney
German peer-to-peer credit marketplace connecting consumer borrowers with private and institutional investors.
iwoca
UK and German business finance provider offering fast, flexible unsecured loans to small businesses.