Financial Services Software

Foundy: AI-driven M&A portal optimizing exit & acquisition processes for founders, acquirers, & advisors. Complete acquisitions efficiently with personalized exit portals, advanced tech, expert advisory, & centralized deal management. Browse vetted …

Shoeboxed, a receipt scanner service, aids individuals and businesses in organizing receipts and documents. It digitizes and categorizes paper receipts, business cards, and important documents. It also offers expense tracking and report generation.

Square Point of Sale is a versatile payment processing and business management platform. It offers convenient payment acceptance, inventory management, analytics, and reporting tools. Streamline operations, automate processes, and expand revenue str…

Epsilon3 is a software platform for engineers and operators to manage important processes and resources. It replaces outdated tools, streamlines operations with process automation, allows for rapid iteration, and securely integrates with existing sy…

Cuttles: Interactive business plan tool for entrepreneurs. Create stunning business canvases, compelling plans, and manage budgets/finances. The comprehensive web app offers features and in-app guides to streamline the process of creating a startup …

LivePlan is an AI-powered tool that simplifies and accelerates the business planning process. Overcome writer's block with the LivePlan Assistant, and create a One-Page Pitch to organize and present your ideas effectively. Streamline financial forec…

Rho is an integrated financial platform that streamlines financial processes, offering corporate cards, expense management, AP automation, and banking products. By partnering with FDIC-insured banks as a non-bank entity, Rho enhances efficiency, con…

8fig offers customizable funding & AI-driven financial tools for eCommerce sellers. Simplify financial management, secure equity-free funding, and unlock growth opportunities using its AI CFO, cash flow management, and store optimization insights. L…

Improve your sales efficiency with monday sales CRM. Centralize customer data, automate tasks, and track deals for a seamless process. Use real-time analytics for deep insights.

Workiva is a cloud-based document and data collaboration platform that streamlines complex business reporting and day-to-day activities by connecting people, data, and processes. It offers assured, integrated reporting solutions for finance, ESG, au…

Kyriba is a SaaS platform offering real-time solutions for Treasury, Risk Management, Payments, and Working Capital. It provides extensive tools to enhance visibility, automation, and security for CFOs and treasurers. Kyriba also leverages AI to aut…

Cube is a spreadsheet-native FP&A application that seamlessly integrates with popular tools like Excel and Google Sheets, making it user-friendly and easy to adopt. By connecting to your existing tech stack, including ERP, CRM, and HRIS, Cube unifie…

Pigment is a business planning platform that helps finance and revenue teams create real-time reports, plans, and forecasts. It consolidates data, simplifies modeling, and enhances decision-making. Pigment integrates with your tech stack, streamlini…

Upmetrics is a modern, AI-powered business planning software that transforms ideas into actionable plans, offering real-time forecasting, data-driven insights, and collaborative features. Streamline business plan creation, financial forecasting, and…

Elevate your B2B strategy with 6sense Revenue AI. Identify high-potential accounts, optimize revenue conversion, predict buyer journeys, and target lucrative opportunities. Ideal for B2B organizations in technology, manufacturing, finance, business …

Offers comprehensive project management for creative agencies & marketing departments. Streamline tasks in one cloud-based platform.

Stripe is a financial infrastructure platform that provides payment processing and management solutions for online and offline businesses. Its suite of APIs and no-code tools enable businesses to accept payments, send payouts, and automate financial…

Global Shop Solutions ERP integrates production, financial, and management processes for manufacturers, improving efficiency, inventory accuracy, on-time delivery, sales, and customer service. It provides shop management, scheduling, inventory, acco…

Anaplan is a cloud-based planning and analysis solution that helps businesses create and manage agile planning, budgeting, and forecasting processes. It offers real-time insights, dynamic decision-making, and caters to specific industry needs, inclu…

Datarails is an AI-powered FP&A solution designed for finance experts who use Excel. It provides an easy way to conduct financial planning, budgeting, and forecasting while offering advanced features such as data consolidation, visualization, report…

Radancy is a cloud-based talent acquisition software that optimizes the entire candidate journey for enterprises. It simplifies hiring, reduces costs, and improves ROI and recruiter efficiency using AI, data-driven insights, and industry expertise. …

Vena is a finance-led planning application that integrates with Microsoft 365, utilizing AI and Excel's familiarity to streamline processes and automate tasks. It provides budgeting, forecasting, strategic planning, and collaboration tools, with sec…

Causal is a business planning platform that replaces traditional spreadsheets. It offers efficient model building, data source connectivity (like accounting and CRM systems), and dashboard sharing. Causal's AI technology enables decision-making AI d…

Boast.AI: AI-driven platform maximizing R&D tax credit claims (SRED, others) in Canada & US. Simplifies filing by combining in-house expertise and AI technology. Continuously identifies eligible R&D work and investments, offering real-time tracking,…

Workday Adaptive Planning is a cloud-based EPM software that drives enterprise-wide business planning. It offers capabilities for financial, workforce, and operational planning, as well as close and consolidation tasks. With advanced data visualizat…

Accelerate revenue collection with ezyCollect. Streamline AR processes through automated management of debtors, credit risks, and cash conversion cycles.

Happay is a comprehensive travel, expense, and payments platform designed for efficient spend management. It streamlines and accelerates travel and expense processes with features such as real-time reporting, digital mileage tracking, and advance re…

AchieveIt is a robust platform facilitating strategic planning and execution management. It empowers organizations to set, track, and adapt goals seamlessly. With customizable dashboards, collaborative features, and advanced analytics, AchieveIt ens…

Sisu real estate operating system is a comprehensive solution designed for real estate professionals to optimize work and enhance performance. Key features include analytics & reporting, project management, marketing & sales, financial planning, and…

Abacum is a scalable FP&A SaaS platform designed for finance teams to drive efficient business growth. It automates, analyzes, and forecasts using real-time data, streamlining financial planning processes. Abacum offers native integrations, real-tim…