Best Free Financial Services Software

Surfly is a cutting-edge remote support software designed to facilitate real-time collaboration between support agents and customers. This innovative platform allows agents to see what users are experiencing on their screens, enabling them to provide instant assistance and guidance. With its user-friendly interface, Surfly integrates seamlessly with existing customer service tools, making it easy ... Read more about Surfly

Sayari Graph is an advanced vendor management software designed to help businesses streamline the process of selecting, onboarding, and monitoring their suppliers. This powerful platform enables companies to build and maintain a robust supplier network, ensuring that they are working with trusted, high-performing vendors. Sayari Graph provides a comprehensive database of potential suppliers, along... Read more about Sayari Graph

RightCapital is an advanced financial reporting software designed to help financial advisors manage client portfolios and create comprehensive financial plans. The platform provides tools for modeling retirement income, tax strategies, and investment performance, ensuring that advisors can deliver tailored solutions to their clients. With its user-friendly interface, RightCapital allows users to g... Read more about RightCapital

CreditorWatch is a comprehensive financial risk management software that helps businesses assess the creditworthiness of potential clients and manage financial risk. The platform provides access to real-time credit reports, enabling companies to monitor the financial health of their customers and suppliers. With features like credit scoring, debt collection management, and insolvency tracking, Cre... Read more about CreditorWatch

Libeo is an innovative expense report software that simplifies financial management for businesses of all sizes. By enabling users to easily track expenses, manage invoices, and streamline reporting processes, Libeo enhances financial visibility and control. The platform allows employees to submit expense claims directly through a user-friendly interface, reducing the administrative burden on fina... Read more about Libeo

Xepelin is a cutting-edge Accounts Payable (AP) software designed to streamline and automate the invoice processing and payment workflows for businesses of all sizes. This platform offers a comprehensive suite of tools to manage supplier invoices, track payments, and maintain accurate financial records efficiently. Xepelin features automated invoice capture and data extraction, reducing manual ent... Read more about Xepelin

Horizon Dashboard is an advanced dashboard software designed to help organizations visualize their data and monitor key performance indicators (KPIs) effectively. This platform provides comprehensive tools for creating customizable dashboards that aggregate data from various sources, enabling users to gain valuable insights into their business performance. With Horizon Dashboard, organizations can... Read more about Horizon Dashboard

Argyle is a cutting-edge no-code platform software designed to democratize application development and empower users without technical expertise to create powerful software solutions. The platform offers an intuitive drag-and-drop interface, enabling users to design, build, and deploy applications effortlessly. With Argyle, businesses can streamline their workflows, automate processes, and develop... Read more about Argyle

Global Data Aggregation is a comprehensive financial services software designed to help businesses gather, analyze, and manage large volumes of financial data from multiple sources. This platform provides real-time data aggregation and data analytics tools that enable businesses to track financial performance, identify market trends, and make informed decisions. With its advanced algorithms and au... Read more about Global Data Aggregation

Shootih is a dynamic treasury software solution designed to streamline cash and liquidity management for businesses. With Shootih, organizations can efficiently manage their financial assets, track cash flow, and optimize their working capital. The software provides real-time visibility into bank accounts, transactions, and liquidity positions, allowing businesses to make informed financial decisi... Read more about Shootih

Quartr is an enterprise search software that allows businesses to search, retrieve, and analyze data across various systems and platforms within their organization. Designed for large enterprises with diverse data sources, Quartr integrates with databases, cloud storage, document management systems, and more, providing a unified search experience. The software uses advanced algorithms to index and... Read more about Quartr

Juni is a financial services software designed to help businesses, especially startups and SMEs, manage their finances more effectively. The platform offers tools for expense tracking, budgeting, cash flow management, and financial reporting. Juni integrates with bank accounts, payment processors, and accounting software to provide real-time visibility into financial transactions and balances. The... Read more about Juni

Higlobe is a secure and reliable payment processing software designed to facilitate seamless transactions for businesses of all sizes. The platform supports a wide range of payment methods, including credit cards, digital wallets, and bank transfers, ensuring flexibility and convenience for customers. With features such as real-time transaction monitoring, fraud detection, and automated invoicing,... Read more about Higlobe

The FINTRX Platform is a sophisticated investment management software designed to provide financial professionals with tools to manage investments effectively. This platform offers comprehensive features for tracking portfolios, conducting market research, and analyzing investment performance, ensuring that users can make informed decisions. With its user-friendly interface, FINTRX allows investme... Read more about FINTRX Platform

Cledara is a cutting-edge SaaS management software designed to help organizations streamline their subscription management processes. With its intuitive interface, Cledara enables businesses to track, manage, and optimize their SaaS subscriptions effortlessly. The software provides comprehensive visibility into software usage, spending, and renewal dates, allowing organizations to make informed de... Read more about Cledara

Tax Clarity is a cutting-edge financial services software designed to simplify tax compliance and reporting for individuals and businesses. This platform streamlines tax preparation, ensuring accuracy and efficiency in filing tax returns. Tax Clarity integrates with a variety of accounting systems, making it easy to import financial data and automate calculations. The software is equipped with pow... Read more about Tax Clarity

SaasAnt Transactions is a powerful data entry software designed to simplify and automate the process of managing transactions across various accounting platforms. This application allows users to import, export, and manage bulk transactions seamlessly, reducing the need for manual data entry and minimizing errors. With its user-friendly interface, SaasAnt Transactions supports multiple file format... Read more about SaasAnt Transactions

Dancing Numbers is a comprehensive data management software designed to simplify the process of organizing, analyzing, and reporting financial data for businesses. The platform provides tools for data migration, data cleansing, and data integration, ensuring that organizations can manage their financial information accurately and efficiently. With Dancing Numbers, users can automate routine data t... Read more about Dancing Numbers

TradeAnywhere is an innovative financial services software designed to enhance trading and investment management for individuals and institutions. With its user-friendly interface, the platform provides real-time market data, analytical tools, and trade execution capabilities, empowering users to make informed decisions. TradeAnywhere supports a wide range of financial products, including stocks, ... Read more about TradeAnywhere

Kovair ALM is a comprehensive requirements management software designed to facilitate effective communication and collaboration throughout the product development lifecycle. This platform provides tools for capturing, managing, and tracking requirements, ensuring that all stakeholder needs are addressed efficiently. With its user-friendly interface, users can easily create requirement documents, c... Read more about Kovair ALM

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

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

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

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

iNymbus is a leading provider of automated deduction management solutions. Our cloud-based software leverages robotic process automation (RPA) to streamline the entire deduction workflow, from documentation retrieval and claim filing to dispute resolution. With over 25+ retailers supported, iNymbus provides a centralized platform for a unified view of deductions from all retailers and data analys... Read more about iNymbus