Page 2 | Best Finance Software for Plaid

Cybrid

Cybrid Technology Inc.

Cybrid offers innovative embedded payment solutions, streamlining financial integrations via robust APIs and SDKs. Our payment orchestration platform simplifies complex processes like seamless KYC, fund transfers and settlement. We facilitate bank connections through Plaid, offer versatile money transmission methods, and provide Virtual FBO Accounts in USD and CAD, connected to an ACH, Wire, and RTP money transfers. Unique to Cybrid is our integration with crypto onramps and offramps through our Smart Order Router, which includes direct integration to Bitcoin (including Lightning Network) and Circle's USDC. Multi-chain USDC support including Ethereum, Polygon, Solana and Stellar positions us at the forefront of digital currency innovation. Ideal for businesses seeking to embed payment services into their applications, Cybrid is the go-to for efficient, secure, and versatile financial integrations.

Starting Price: 1000

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Vyzer

One platform for all of your investment management needs. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors. Analyzing all your financial documents. Investment accounts integrations. Generate and export reports. Automated transaction tracking. Vyzer integrates the very highest level of security to protect your sensitive information. Vyzer offers investors a secure platform that delivers clarity and visibility across all their holdings in a single holistic dashboard. From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and very soon benchmarking in one powerful solution, making it easy to follow the money.

Starting Price: Free

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FirstOfficer

Accounting. Billing. Banking. SaaS & Ecommerce. Together in one solution. For Accountants, Lenders & Acquirers. FirstOfficer is the original reporting tool for startups. Now all those battle-tested integrations, tools, and benchmarks are yours. Effortlessly onboard your Clients, Prospects or Portfolio Companies. A green circle with green checkmark in the center Configurable Onboarding: Setup an onboarding the way you want to share with your clients. A green circle with a green checkmark in the center White Label Experience: Match the onboarding experience to your brand. Are you trying to decide if you should just build the integrations you need? Trust us when we say you're going to encounter THOUSANDS of edge cases, especially with Subscription billing. And the maintenance will never end. FirstOfficer is the original reporting tool for startups. Now all those battle-tested integrations, tools, and benchmarks are yours.

Starting Price: $199 per month

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Floify

Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.

Starting Price: $79 per user per month

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AccountsIQ

AccountsIQ cloud accounting software simplifies the capture, process and reporting of financial data across multiple locations. Put simply we transform finance functions by enabling CFOs, Finance Directors and Financial Controllers to: - Get a holistic view of their organisation and subsidiaries - Access real-time, powerful reports and KPIs - Get superb analytics through our multi-level coding capability - Automate consolidation - Work more effectively and flexibly with our collaboration tools and apps - Gain efficiencies through integration of key business systems. Our financial management software was awarded Mid-Market and Enterprise Accounting Software of the Year 2019 and 2018 and we were a finalist in 2020.

Starting Price: £199

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Mollie

Mollie is a money management platform that powers growth for over 250,000 businesses – from startups to enterprises. It's a single platform to get paid and simplify your finances, with online and in-person payments, subscriptions, financing, reconciliation, invoicing, and fraud prevention tools. Get started in minutes with transparent pricing, no hidden fees, and no lock-in contract.

Starting Price: €0.25 per transaction

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Oxygen

You’re burning with ambition. You’re a pioneer. At Oxygen, we invite you to partner with us. Launch yourself with mobile business banking built for you. We want you to win. Breeze through the process of incorporation in the Oxygen app – wherever you are in the US. With no monthly fees to tie you down, you can enjoy our 24/7 banking services without the bills. Create one-time use cards with no fear of sharing your Oxygen Visa® Business Debit Card details. You can control monthly spend, merchants authorized, and freeze or cancel virtual cards with a tap. Earn instant cashback rewards (5%) at approved merchants using your Oxygen Visa® Business debit card. No games, gimmicks or tricks – just real money. Handy integration with SaaS accountancy tools means you can tie up all your financials in real time.

Starting Price: Free

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Blackthorn Payments

Blackthorn.io

Custom fields, pre-populated values using field mappings, and auto-deployed buttons, are all out-of-the-box features of our Virtual Terminal. Automatic reattempt logic with reattempt number tracking allows you to customize your business process through Process Builder. With each reattempt, you can email your customer for a new card, create a task, run reports, and more. Roll-up fields are auto-deployed to Transaction Parents, helping users view totals. Retained revenue is auto-calculated for each Transaction if refunds were processed. These and more combine for reduced setup time and cost. Simple, no code receipt management using Workflow or Process Builder. You can have different receipts per company with logic you define by point-and-click. Using custom settings and custom metadata by point-and-click, you can manage: reattempt settings, Apex validations, terminal field population and more.

Starting Price: $575 per month

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INXY

INXY Tracker automatically detects all your subscriptions from your transactions. See them all in an informative dashboard. Do you know how much you spend on subscriptions per year? Find out and start saving on what you don't use. Get an overview of all your subscriptions in a convenient dashboard. See how much you spend, when your subscriptions expire and have to be renewed. Find subscriptions you don't use and unsubscribe from them, save your budget! Get notified to most popular messengers never to miss renewal that will hit your pocket. Never forget to prolong the services you need and stop paying for what you don't need. INXY allows you to add users to your account, making it easy to collaborate on subscriptions with your family and friends. Easily share your subscriptions and grant permissions to edit your subscription lists. With open banking integration, INXY automatically identifies your subscriptions. Be informed how much and what you pay for.

Starting Price: $8.33 per month

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Neofin

Neofin is a Shopify for lending business. It is a low-code SaaS for lending automation that allows launching any lending business in as fast as 15 minutes, establishing the credit products in 1 hour, and issuing credits and earning the same day. It covers all the stages of the borrower's journey, including loan origination, servicing, loan management system, decisioning, underwriting, collection, and even out-of-box front-end components. Our modules include: POS front-end/ BNPL widget Loan Management system Borrower area site builder Debt collection Digital onboarding and KYC CRM/marketing Decision engine/credit scoring

Starting Price: $1,599/month

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Galileo

Galileo Financial Technologies

We are a proven financial technology platform, an engine of innovation, and a leader in card issuance, payments, and digital banking. Every day, we partner with great thinkers like you to reinvent the way people interact with their money and build a better financial future for all of us. Invent, build, launch and scale your own unique financial services with our proven platform that is secure and supported from the start. Create a custom multi-product solution that includes card issuance, payments, checking, savings, deposits, loans, and futures products, all through industry-leading APIs. Build a personalized financial program that suits your clients' needs. And use our simple tools to optimize your business and drive continuous innovation for profitable growth and maximum impact.

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Finaloop

Ecommerce brands dread accounting because of the undesired work it takes to keep books updated and because they don’t see it as a necessity for their business growth, but rather an admin burden. Finaloop reconciles all financials in real-time, providing ecommerce and DTC brands flawless books, optimized tax returns, and actionable insights 24/7 with 100% accuracy. We replace your accounting software, integrations, bookkeeper and tax CPA, so you stop wasting your precious time and money, make smarter decisions and handle taxes on time. Grow your business, make more money and beat your competition with flawless financials and actionable real-time business data.

Starting Price: $65/month

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Docyt

Experience AI bookkeeping with Docyt, saving 3,000 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.

Starting Price: $50 per month

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Apron

Apron is the partner that every small business needs, pulling together and paying your invoices, fast. So instead of wading through admin, you can get back to moving your business forward. Payments and approvals live together, so payments keep moving. Click click click and you’ve picked who to pay. Payments go out directly from your bank. Set up roles and workflows to improve communication and keep payments moving. Payments are reconciled instantly in your accounting app, and you’re done. Sign up using Xero or QuickBooks. Complete 3-minute security checks. Make your first payment. Every app in your stack is a potential security failure point. With Apron, you can handle payments in one place. We’re one app that removes a few others. In order to move any money, clients need to authorize payments directly in their bank. Apron works with all UK banks, with no exceptions or limitations. If a bank does not support open banking, customers can still pay easily via bank transfer.

Starting Price: $36.74 per month

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TRESIO

Combine receivables, payables, hr, subscription revenue, and your own budget assumptions to forecast your company liquidity accurately. Connect the financial tools you already use, combine this data with your own budget assumptions, and get a holistic view of your company’s future cash flow and liquidity balance. TRESIO’s easy-to-understand dashboards provide you with all the information you need to spot possible threats and opportunities early on and act on them. Export your data and forecasts as an Excel spreadsheet and graphs to work with them as per your needs.

Starting Price: 25 CHF

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Precise API

Forwardly

The Precise API offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API supports all leading accounting platforms with real-time push and pull functionality and is ideal for financial institutions, lenders, and fintechs that work with small and medium-sized businesses. A powerful add-on for the Precise API, Predict as a Service supports your business clients with a premium, white-label cash flow forecasting and scenario planning portal. Keep eyes on your products with a cash flow solution that will give your clients a reason to keep business data connected and engage with your brand for their financial needs.

Starting Price: $5 per month

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FloatMe

FloatMe is a financial app designed to help members get, manage, and save money. It offers fast cash advances, known as "floats," of up to $50 for new members, with funds typically received within three days. For quicker access, expedited transfers are available within minutes for a small fee. FloatMe does not perform credit checks, ensuring that your credit score remains unaffected. The app also provides overdraft risk alerts to help reduce the risk of overdraft fees and features a Financial Forecast tool that calculates your likely available balance based on recurring expenses and projected pay dates. To securely connect your bank accounts, FloatMe uses Plaid, ensuring strong security measures are in place. Additionally, members have access to exclusive opportunities through a growing list of over 40 partners, aimed at helping users save or make money.

Starting Price: $3.99 per month

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Vola Finance

Get up to $500 today, and manage your money with spending analytics and smart graphs for free. It should take less than 2 minutes to get on top of your finances. Our algorithm breaks down your spending so you can make smart decisions with your money. Vola Finance is a financial platform designed to provide instant cash advances of up to $500, helping users avoid overdraft fees and manage their finances effectively. By securely linking your bank account through Plaid, Vola supports over 6,000 banks and credit unions, allowing you to select your advance amount and receive funds without interest or credit checks. The platform offers spending analytics and smart graphs to help you make informed financial decisions, along with tailored financial content to enhance your financial literacy. Vola's proprietary Vola Score enables access to larger advances and lower subscription fees as you build your score.

Starting Price: $1.99 per month

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Kudos

Kudos Technologies

Kudos is a free AI-powered tool that helps you maximize credit card rewards, uncover hidden savings, and eliminate wasteful spending—automatically. It acts as your personal financial companion, analyzing your spending to ensure you always use the best card for every purchase, track and redeem unused card perks, and avoid unnecessary fees. With the new Kudos Insights feature, it flags missed rewards, suggests when to downgrade cards, compares auto insurance rates, and finds overlooked savings—no manual effort required. Kudos connects securely via Plaid, uses zero-knowledge encryption to protect your data, and even helps you earn more shopping rewards through its browser extension. Everything works quietly in the background so you can save smarter, effortlessly.

Starting Price: Free

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1fs Wealth

1fs

1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.

Starting Price: Free

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Traction

Traction Ag is a cloud-native, farm-specific accounting and management platform that links real financial data to fields, crops, and operations to reveal true cost‑per‑bushel profitability . It provides interconnected tools for cash and accrual accounting, bank integration, inventory tracking (inputs, crop loads, scale tickets, bin activity), payroll, and multi-entity management—all accessible via mobile for anytime, anywhere use . Through seamless integrations with Climate FieldView, John Deere Operations Center, FS co‑ops, and Plaid, Traction automates invoicing, billing, agronomic and financial data import, reducing manual input and enhancing financial accuracy . It supports detailed field-level profitability analysis, scale ticket and load tracking, shrink accounting, harvest records, and real‑time dashboards that empower farmers to understand margins, optimize resources, and improve planning.

Starting Price: $950 per year

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Loquat

Loquat Inc

Loquat Inc. is a fintech innovator enabling banks and credit unions to offer smart consumer and business banking to their customers and members. The platform provides seamless KYC/KYB, fast onboarding; virtual cards; automated lending; an integrated portal for fraud detection, compliance monitoring, workflows, and analytics (CALM); a proprietary Loquat IQ – AI solution utilizing FI data for strategic insights with interactive chat and continuous learning to enhance performance. Loquat meets the highest standards for security, compliance, and operations and is SOC 2 Type 2 certified. Cloud-agnostic platform integrates seamlessly via API and has a modular architecture to adapt to each institution’s needs Loquat products: 1) Business Account opening, Cards & payments, and Lending for SMBs and enterprises 2) Consumer Account opening, Cards & payments, and Lending for retail customers 3) CALM Portal: Real-time compliance and analytics portal 4) Loquat IQ – differentiated AI solution

Starting Price: $50/month/by usage

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Sync

SyncBudgeting is a budgeting and expense-tracking platform engineered for “zero-click budgeting” by linking securely to your bank accounts (via Plaid) and automatically syncing transactions twice a day. It detects and categorizes transactions (including subscriptions and recurring charges), allows you to build custom budgets (both overall and per category), and presents spending visuals such as daily average spend, heatmaps, and projected monthly totals to help you spot trends and adjust behavior. Users can optionally manually enter expenses if they prefer not to connect financial accounts, and the interface offers aesthetic customization (themes and chart colors) alongside key functionality. A free tier is available (with some features limited after 7 days), and a Pro version adds unlimited account connections and other advanced insight features.

Starting Price: $7 per month

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Relay

Relay Financial

Relay is an online business banking and money-management platform that gives small businesses full control over their cash flow by combining banking, expense management, bill pay, invoicing, and financial automation. With Relay, businesses can create up to 20 separate checking accounts and two savings accounts, issue physical and virtual debit or credit cards (with spend controls), and accept or send payments via ACH transfers, wires, and checks, including deposits from platforms like PayPal, Stripe, or Square. It lets businesses organize income and expenses across different categories, automate transfers between accounts by dollar or percentage, and allocate funds to taxes, payroll, savings, or profit automatically. Relay also supports billing workflows and vendor payments: you can upload or email bills (or sync from accounting software), approve them with customizable approval rules, and pay via ACH, wire, or check directly from the platform.

Starting Price: $30 per month

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Alinea

Alinea Invest is a mobile-first digital investing and wealth management platform that simplifies investing for beginners and younger users by combining expert-built portfolios, automated investing, personalized recommendations, and an AI copilot called Allie to guide decisions and provide real-time market insights. Users start by selecting financial goals, risk tolerance, and an investment amount, and the app handles diversified portfolio management and automated contributions while offering visual trackers and thematic “investment playlists” tailored to interests and goals. The AI assistant Allie can answer questions about stocks, market trends, and portfolio performance around the clock, breaking down complex concepts into understandable insights, and it emphasizes education, accessibility, and simplicity so people new to markets can learn as they invest.

Starting Price: Free

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Jupid

Jupid is an AI-native accounting and business operations platform designed to automate the full financial lifecycle for small businesses, from company formation through bookkeeping and tax compliance. It uses contextual AI that learns each business’s transaction patterns, vendor relationships, and financial behavior to deliver intelligent, continuously improving automation rather than simple rule-based categorization. It provides automatic transaction syncing and categorization, real-time financial insights, and proactive anomaly detection, helping businesses maintain accurate, tax-ready books with minimal manual work. Through a conversational interface available in channels like WhatsApp, iMessage, or embedded chat, users can interact with a 24/7 AI accountant to ask questions, upload receipts by photo, and receive instant guidance.

Starting Price: $50 per month

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Waypoint Budget

Waypoint Budget Inc.

Waypoint Budget is a personal finance app that helps individuals and couples take control of their money. Connect your US or Canadian bank accounts through Plaid or Flinks for automatic transaction syncing. Set monthly budgets by category and track spending in real time with visual breakdowns. Get personalized savings advice from an AI Money Coach that analyzes your actual spending patterns. Track your net worth across all accounts including registered accounts (RRSP/TFSA and 401k/IRA). Share budgets with your partner through household budgeting. Set financial goals with projected timelines. Includes smart categorization, recurring transaction detection, monthly reports, calendar view, CSV import, and bank-level encryption. Free tier available.

Starting Price: $7.99

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SoftLedger

SoftLedger helps organizations operate more effectively. Our cloud-native business management platform and APIs enables organizations to directly connect their operations to financials. This includes a full-feature general ledger, accounts receivable, accounts payable, inventory management, crypto asset management, and more.

Starting Price: $749.00/mo (annual plan)

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ExpensePoint

ExpensePoint is an easy to use, mobile expense management software solution that helps employees create, submit, approve, and process expense reports from anywhere, at any time. This full comprehensive expense management application is perfectly suitable for small and large multi-national enterprises wanting to fully automate their employee expense reporting processes. Key features include receipt imaging, credit card integration, multi-device access, approval routing, employee reimbursement (ACH), and policy enforcement.

Starting Price: $10.50/month/user

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PROCAS

PROCAS is a veteran-owned business that provides accounting software for government contractors. PROCAS was started with the simple idea of aligning the way accounting software functions with the way people actually work in a government contracting environment. PROCAS strives to make government contractors feel confident, connected, and cared for. PROCAS streamlines your path to DCAA compliance so your time can be spent meeting your contract requirements and exceeding your business goals. PROCAS software and the intuitive implementation process were designed to provide guidance for government contractors to simplify Defense Contract Audit Agency (DCAA) compliance. Accounting, timekeeping, expense reporting, and management reporting software are all integrated into one system to offer clients a seamless experience.

Starting Price: $295 per month

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Best Finance Software for Plaid - Page 2

Compare the Top Finance Software that integrates with Plaid as of May 2026 - Page 2

Cybrid

Vyzer

FirstOfficer

Floify

AccountsIQ

Mollie

Oxygen

Blackthorn Payments

INXY

Neofin

Galileo

Finaloop

Docyt

Apron

TRESIO

Precise API

FloatMe

Vola Finance

Kudos

1fs Wealth

Traction

Loquat

Sync

Relay

Alinea

Jupid

Waypoint Budget

SoftLedger

ExpensePoint

PROCAS

Best Finance Software for Plaid - Page 2

Compare the Top Finance Software that integrates with Plaid as of May 2026 - Page 2

Cybrid

Vyzer

FirstOfficer

Floify

AccountsIQ

Mollie

Oxygen

Blackthorn Payments

INXY

Neofin

Galileo

Finaloop

Docyt

Apron

TRESIO

Precise API

FloatMe

Vola Finance

Kudos

1fs Wealth

Traction

Loquat

Sync

Relay

Alinea

Jupid

Waypoint Budget

SoftLedger

ExpensePoint

PROCAS

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