Financial Services Software

Windward Studios is a reporting and document generation solution that provides a data-powered document creation system for OEM, enterprises and system integrators. The solution offers the ability to edit, personalize and design do...Read more about Windward Core

Squarespace Scheduling is a cloud-based appointment scheduling software solution that enables business owners to manage their appointments online. The product caters to the needs of small and midsize businesses as well as individu...Read more about Acuity Scheduling

OneCore is a Microsoft-certified financial services solution designed for Microsoft Dynamics that helps organizations manage financial services for leases, fleet, loans, and more from within a unified platform. Key features of S...Read more about OneCore

HES FinTech is a financial software vendor and technology consultant. We provide the technology backbone to power the full loan lifecycle – from origination, underwriting, and servicing to collections and pipeline performance trac...Read more about HES Lending Platform

Coconut is a cloud-based appointment scheduling solution designed for enterprise financial services organizations such as credit unions, retail banks and more. Key features include online bookings, recurring appointments, group sc...Read more about Coconut Software

OnBase is a cloud-based enterprise information platform that helps small to large organizations manage content, processes and cases. With specific solutions for insurance, financial, higher education, government, commercial and he...Read more about OnBase

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include p...Read more about PhoneBurner

Corpay is a cloud-based accounts payable solution, which helps enterprises across education, construction, hospitality, healthcare, manufacturing and various other industries approve and process invoice payments for both domestic ...Read more about Corpay

FYIsoft enables finance and accounting teams to speed and simplify the financial close and make better data-driven decisions with its integrated platform for financial reporting, budgeting and analytics. Designed for mid to larg...Read more about FYIsoft

SnapAP provides AP teams with a complete Procure-To-Pay digitized workflow, from requisition to strategic payment management. The cloud-based application is immediately available in a mobile environment. SnapAP automation provides...Read more about SnapAP

RelPro is a cloud-based lead generation platform that helps sales, marketing, business development and account management teams identify prospects and improve conversions. Key features include contact discovery, data import and ex...Read more about RelPro

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,...Read more about Plaid

ScaleFactor is a cloud-based business accounting solution suitable for small and midsize companies. It helps businesses to automate complex accounting workflows and translate financial information into actionable insights. Key fea...Read more about ScaleFactor

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 resour...Read more about Focus X

EzPay America is a cloud-based software that helps businesses manage processing of payments through ApplePay, Google Wallet, Samsung Pay, credit and debit cards, ACH and other modes. The platform includes iSpyFraud, a rule-based t...Read more about EzPay America

Berkeley Payment is a payment processing and financial services solution that helps businesses, public administrations and non-governmental organizations (NGOs) optimize administrative payment processes. It enables staff members t...Read more about Berkeley Payments

Dancing Numbers is a data management solution that helps small to midsize businesses using QuickBooks to import, export, and delete transactions across the system. The solution enables managers to organize and store files, remove ...Read more about Dancing Numbers

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, ...Read more about AdvisorEngine

Fitsyn is a marketing automation software designed to help businesses create a customizable dashboard and identify loan opportunities. Administrators can create accounts for clients, track submitted applications and view declined ...Read more about Fitsyn

PayPal is a digital payment platform that enables businesses and individuals to pay and accept payments through an online portal without revealing any financial details. The solution is suitable for businesses of all sizes. P...Read more about PayPal