Finance and Accounting

Finance and Accounting

Software applications for managing financial transactions, accounting processes, budgeting, financial reporting, and other financial activities within organizations.

Categories in Finance and Accounting

Accounting Software

Comprehensive software solutions for managing financial transactions, bookkeeping, invoicing, and generating financial statements.

FloQast
Close management, reconciliation automation, accounting operations, and connected compliance — all in one platform.
Intuit
Intuit is a global financial technology platform that provides the power to prosper through products such as TurboTax, Credit Karma, Mint, QuickBooks, and Mailchimp. It also helps communities prosper through their various initiatives and partnerships.
BlackLine
BlackLine is an American enterprise software company that develops cloud-based accounting software that helps businesses manage their quarterly financial reports.
Xero
Xero is the QuickBooks alternative. Use Xero accounting software to manage invoicing, bank reconciliation, bookkeeping & more. Start a free trial today!
Netgain
Netgain apps help smart accountants simplify and automate processes: lease compliance, advanced fixed assets, loan management, monthly close.
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Audit and Compliance

Products that assist with internal and external audits, compliance management, risk assessment, and ensuring adherence to regulations.

RSM US LLP
RSM US LLP is an audit, tax, and consulting firm focused on the middle market in the United States, and a member of the global accounting network RSM International.
BDO
BDO or Binder Dijker Otte is an international network of public accounting, tax, consulting and business advisory firms which provide professional services under the name of BDO.
Auditoria
Auditoria is an all-in-one audit management and compliance software suite.
General Audit Tool
GAT does the reporting G Suite doesn't do. Real auditing, with real detail. Real protection, with no compromise. Data you can trust, data you can build on.
MindBridge
MindBridge is an AI auditing solution designed to detect financial anomalies in real time for improved compliance assurance.
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Banking, Credit, and Lending

Solutions that enable financial institutions to efficiently manage customer accounts, process transactions, automate lending processes, and provide digital banking services.

Creditsafe US
Assess the financial stabililty of the companies you do business with by accessing Creditsafe's business credit report database. Get a free report today.
Donnelley Financial Solutions
Learn how DFIN delivers confidence through insightful technology, data analytics and industry expertise to help you at every stage of your business and investment lifecycles.
Moody's
Moody's Corporation, often referred to as Moody's, is an American business and financial services company.
FIS Global
FIS is an American multinational corporation which offers a wide range of financial products and services.
Pulse
Pulse is cash flow management for freelancers and small businesses. Try Pulse for free at http://pulseapp.com
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Enterprise Resource Planning (ERP)

Integrated software applications that help organizations manage their core business processes in a centralized and efficient manner

NetSuite
NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.
Workday
Workday, Inc. is an on‑demand financial management and human capital management software vendor.
Sage
Cloud accounting, payroll, and HR that grows with you. AI-powered continuous accounting and ERP to support your growth now and into the future.
Certinia
Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting.
SAP
SAP SE is a German-based European multinational software corporation that makes enterprise software to manage business operations and customer relations.
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Expense Management

Tools that streamline and automate the tracking, submission, and reimbursement of employee expenses.

Expensify
Import expenses directly from a credit card to create free expense reports quickly. Approve reports online and reimburse directly to a checking account with one click.
Airbase
Airbase is a comprehensive procure-to-pay software solution designed to consolidate and automate your business processes for enhanced efficiency and control. It offers features such as guided procurement, AP automation, expense management, and corporate cards, along with advanced accounting automation and real-time reporting, all integrated with major ERPs and other business systems.
Coupa
Coupa Software is a global technology platform for Business Spend Management.
Teampay
Empower employees with software that requests, approves, and tracks company spending in real-time. Integrations with QBO, Intacct, Netsuite, Xero & Slack.
Emburse
Control employee office and travel expenses by using Emburse's prepaid corporate debit cards to set spending limits, category & time restrictions, and more.
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Financial Analytics and Reporting

SaaS platforms that provide advanced analytics and data visualization capabilities to gain insights into financial performance and trends.

Workiva
Workiva is an enterprise software company based in Ames, Iowa.
Chargebee
Chargebee lets you automate your recurring billing, manage subscriptions at scale, and access metrics that matter.
S&P Global
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City.
Experian
Experian is an Anglo–Irish multinational consumer credit reporting company.
Equifax
Equifax Inc. is a consumer credit reporting agency.
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Financial Software

Solutions that provide tools and functionalities for managing and automating various financial processes such as accounting, invoicing, budgeting, financial reporting, and transaction management.

Clearwater Analytics
Clearwater Analytics is a software-as-a-service fintech company that provides automated investment accounting, performance, compliance, and risk reporting for insurance companies, asset managers, corporations, banks, governments, and other institutions.
Finastra
Finastra Limited is a financial software company headquartered in London.
JustOn
JustOn is an automated financial process solution that integrates with Salesforce, offering features such as contract and invoice management, recurring billing, VAT checks, and compliance with GoB and GoBD. It also provides automatic banking, multibanking, SEPA direct debit, payment via payment providers, automatic payment reconciliation, and integration with DATEV for accounting.
finAPI
finAPI is a secure and easy-to-use platform to connect companies, banks and individual users. Our open banking API gives companies the possibility to access and analyze account data or even initiate payments on behalf of customers.
Rutter
One API to integrate with every commerce, accounting and payments platform.
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FinTech, Crypto, and Blockchain

Solutions that enable financial institutions, businesses, and individuals to manage digital assets, conduct secure transactions, and leverage blockchain technology for enhanced security and transparency in financial operations.

Chainalysis
Our products are targeted at spotting connections between entities on the Bitcoin blockchain. We help Bitcoin businesses detect fraud and prevent money laundering, we help banks put in place adequate controls to bank Bitcoin businesses.
Kaiko
Kaiko is a leading provider of data analytics and indices for the cryptocurrency industry, offering a wide range of products and services including market data, trade data, analytics, and risk metrics. The platform caters to various use cases such as trading, financial products research, market infrastructure, tax audit, and accounting, with data delivery options like REST API, CSV file export, and Kaiko Stream.
MX Technologies
Top financial institutions and fintechs use MX to reliably connect to financial accounts and act on financial data with the most trusted and secure open finance APIs.
Circle
Circle is a peer-to-peer payments technology company. It was founded by Jeremy Allaire and Sean Neville in October 2013.
Figure
Transforming the financial services industry using blockchain - bringing speed, efficiency, and savings to both consumers and institutions. NMLS ID 1717824
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Forecasting, Planning, and Budgeting

Software solutions for creating, modeling, and analyzing financial plans, forecasting future performance, and making informed decisions.

Mosaic Tech
Mosaic.tech is a finance platform that provides predictive reporting capabilities to assist with financial strategy and planning.
Planful
Planful offers financial planning & analysis software that includes a complete platform for financial planning, consolidation, and reporting & analytics.
Cube
Cube is modern FP&A software that drives faster strategic insights so you can plan, budget and report in just a few clicks.
DataRails
DataRails is a FP&A solution providing finance experts with an easy way to conduct FP&A, budgeting, and forecasting across all departments.
ProsperOps
We deliver cloud savings-as-a-service by simplifying FinOps, automating complex cloud cost optimizations to deliver superior savings outcomes.
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Invoicing

SaaS platforms that facilitate the creation, delivery, and management of invoices for billing customers and clients.

Maxio
Maxio is a cloud-based customer success management platform that automates billing, subscription management, collections, and reporting.
Ordway
Finance software for innovative businesses - usage based billing, subscription management, revenue recognition, KPI reporting
Kofax
Kofax enables organizations to Work Like Tomorrow™—today. Our intelligent automation software platform and solutions digitally transform information-intensive business workflows. Customers realize faster time-to-value and increased competitiveness, growth and profitability by combining Kofax’s cognitive capture, RPA, process orchestration, analytics and mobile capabilities while increasing business resiliency and mitigating compliance risk.
Invoiced
Invoiced helps your business put accounts receivable on autopilot in order to get paid faster, reduce DSO, and streamline your billing process.
Apxium
Apxium is an innovative technology that simplifies accounts receivable processes and client payments with a totally integrated debtor management system. It seamlessly integrates with leading cloud-based accounting packages to provide a seamless payment experience and efficiencies for firms.
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Revenue Management

Tools that optimize pricing strategies, revenue forecasting, and revenue recognition, enhancing overall revenue generation and growth.

Carta
Carta is a software company that solves problems together, grows together, and reaps the rewards of all that hard work together. It offers equity management, 409A valuations, and liquidity, all in one place. It is trusted by 5,000 companies, their investors, and their employees.
Conga
AI digital transformation simplifies user experiences, increases productivity, and maximizes contract processes. Contract lifecycle management, generating
Shareworks
The Shareworks by Morgan Stanley suite of services & equity plan management software will enable you to build the perfect employee stock purchase plan. Contact us today to get started.
Capdesk
Manage all your equity on a single platform. Capdesk enables cap table and ESOP management, keeping track of your share schemes and vesting schedules
Ledgy
The Equity Management platform used by leading companies. Made for startups, great for investors. 🚀
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Tax Management and Compliance

Platforms that simplify and automate tax-related processes, including tax calculations, filing, compliance, and reporting.

Avalara
Less taxing, more relaxing. http://www.avalara.com/about/
Wolters Kluwer
Wolters Kluwer NV is a global information services company.
Vertex
Vertex is the leading and most-trusted provider of comprehensive, integrated tax technology solutions, having helped 10,000+ businesses since 1978.
TaxJar
TaxJar makes sales tax filing easier for online sellers and merchants. See local jurisdictional tax reports, get payment reminders, and more!
Digital River
Digital River is a private company that provides global ecommerce, payments and marketing services.
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Trading and Investing

Platforms that provide tools, analytics, and market data to individual investors, traders, and financial professionals to facilitate research, analysis, portfolio management, and execution of trades in various financial markets.

Nasdaq
The Nasdaq Stock Market (/ˈnæzˌdæk/ , also known simply as Nasdaq) is an American stock exchange.
eTrade
ETrade, a product of Morgan Stanley, is an online platform that provides a wide range of investment options including stocks, options, ETFs, mutual funds, and more. It offers intuitive trading tools, market insights, and financial solutions, with a focus on empowering users to take control of their financial future.
Sequoia One
Sequoia Capital is an American venture capital firm.
Dynamo Software
Global provider of software for the alternative investments ecosystem - private equity and hedge funds, funds of funds and institutional investors.
Allvue Systems
Allvue Systems is a comprehensive software solution designed to support alternative investment strategies and fund lifecycle. The platform offers a wide range of services including private equity, credit management, fund administration, investment accounting, portfolio management, and data management.
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