Best Finance Software for SendGrid
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Compare the Top Finance Software that integrates with SendGrid as of November 2025
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This a list of Finance software that integrates with SendGrid. Use the filters on the left to add additional filters for products that have integrations with SendGrid. View the products that work with SendGrid in the table below.
What is Finance Software for SendGrid?
Financial software is a broad category of financial software. Finance software provides all the necessary tools to record, store, manage, analyze and process financial information, accounting, trading, records, bills, transactions, and more. Compare and read user reviews of the best Finance software for SendGrid currently available using the table below. This list is updated regularly.
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1
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
2
Dolibarr
Dolibarr
Open Source ERP & CRM for business. One web suite to manage your business. • Enable only the feature you expect : Whatever your needs (customer relationship, sales, human resources, logistic, stock, invoicing, accounting, manufacturing, marketing, foundation management, surveys, ...), you can setup the application to match your need, and only your need... See features • No more double entry in your Information System : Integration between the features / modules is ready "in-the-box". Users are immediately ready to work, even without customization. • Upgrade at any time : The upgrades of new versions are integrated by design into the development process. So you can upgrade at any time to the latest version, whatever is your current version, without losing any data. Users always benefits the latest features and innovations. • A customizable and extensible application: The market place is open to everybody to centralize several hundreds of external add-ons done to enhance the app.Starting Price: $0 -
3
BluLogix
BluLogix
BluLogix is a leading provider of extensible cloud-based monetization solutions, empowering B2B businesses to optimize their subscription, recurring revenue and usage-based billing processes. The BluLogix platform delivers flexible, scalable, and feature-rich solutions across industries, helping increase revenue, profitability, innovation and customer satisfaction. BluLogix provides end-to-end automation and seamless integration across the revenue process, tailored for businesses with complex billing needs. It is built to adapt rapidly to evolving business requirements, ensuring customers can capitalize on the subscription economy with efficiency, accuracy, and speed. Recognized by industry analysts as a leader in recurring revenue, BluLogix specializes in complex and consumption-based billing solutions, and is a trusted partner for businesses seeking to optimize their quote to cash processes, drive revenue growth, increase profitability and enhance customer satisfaction.Starting Price: $500.00/month -
4
Housecall Pro
Housecall Pro
Housecall Pro is a top-rated, all-in-one business solution that helps home service professionals work simpler and grow smarter. With easy-to-use digital tools for scheduling and dispatching jobs, managing payments, automating marketing efforts, and more, Housecall Pro helps Pros efficiently manage every aspect of their business all in one place. This all-in-one tool allows professionals to offer their customers something their competitors are not able to. Housecall Pro allows businesses to move away from pen & paper to digital, streamlining their workflow and operations. Best of all, it's affordable and it even assists in helping small businesses transfer and import their existing client database with ease.Starting Price: $59.00/month -
5
Rippling
Rippling
Streamline your business with Rippling’s all-in-one platform for HR, IT, payroll, and spend management. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration. Automate HR tasks, ensure compliance, and streamline approvals. Simplify IT with device management, software access, and compliance monitoring, all from one dashboard. Enjoy timely payroll, real-time financial visibility, and dynamic spend policies. Rippling empowers your business to save time, reduce costs, and enhance efficiency, allowing you to focus on growth. Experience the power of unified management with Rippling today.Starting Price: $8 PEPM -
6
Zlick Paywall
Zlick
We build monetization tools for creators to advocate free speech, create unbiased content, and build businesses around it. Zlick's paywall helps creators sell subscriptions, manage and communicate with their subscribers, and understand their business metrics to create more content that sells. It's an all-in-one platform that helps to turn your readers into subscribers, lock premium content behind paywalls, and increase content revenue. We are focusing on conversion rates, so the steps needed for your readers to buy or subscribe, are brought down to the minimum. Setting it up is a straightforward process that takes less than 10 minutes.Starting Price: 0 / month -
7
TurnKey Lender
TurnKey Lender
TurnKey Lender is a one-stop lending infrastructure used by creditors in 50+ countries to automate all elements of their operations. The platform enables lenders to profitably grow their business while cutting operational costs and risks. It's a powerful AI-driven SaaS that automates over 90% of all lending processes and gives both B2C and B2B lenders a competitive edge. TurnKey Lender Platform has several pre-configured solutions packages including Commercial, Consumer, Pay Later, Auto, Mortgage, Leasing, Factoring. Built in constant collaboration with lenders worldwide, TurnKey Lender is the ultimate solution that answers real-life digital lending challenges in a sophisticated manner. -
8
SuiteDash
SuiteDash
Most business software products are ‘one trick’ solutions. This forces businesses to ‘cobble together’ many different software tools to accomplish their goals, which is time-consuming, inefficient, disorderly and expensive SuiteDash solves this problem by combining the most commonly used business tools into one cloud-based software platform where the tools are already pre-integrated and full of useful built-in automations. And, the entire platform can be 100% White Labeled to fit your brand! Using SuiteDash helps your business become more efficient, more organized, more professional & more profitable!Starting Price: $19.00/month -
9
Teamleader
Teamleader
As an entrepreneur, you have your hands full with running your business and everything that comes with it. That's why Teamleader makes your work easier and your mind free. With our business software, you can create quotes, manage customer relationships, invoice, and plan work, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Over 15,000 entrepreneurs and their teams hand over paperwork to Teamleader's business software. Get more done with less hassle. Sounds good?Starting Price: $25.00/month/user -
10
Databox
Databox
Databox is modern Business Intelligence software for teams that need answers now. It offers the best of BI, without the complicated setup, steep price, or long learning curve. It helps growing companies make their data more usable, by making it accessible to their entire team so they can make better decisions, faster. Connect all your data from 130+ software tools, APIs, databases, or spreadsheets in seconds. Curate, merge, and prepare raw data into clear datasets, enabling deeper analysis with greater confidence. Track your company's key metrics and KPIs in one place, visualize real-time performance through interactive dashboards, and create automatically updated custom reports you can easily share. Set realistic, data-driven goals, benchmark your performance against similar companies, forecast future outcomes across metrics, and leverage AI-generated insights to quickly understand how you're performing.Starting Price: $199 per month -
11
ChargeOver
ChargeOver
ChargeOver is a web-based standalone billing and invoicing software solution for businesses across industries. Affordable and feature-rich, this recurring billing and payments platform offers a host of functionalities including a self-service customer portal, standard or customized reporting, billing or invoicing setup options, and branding options for billing-related communications. By using ChargeOver, you can improve your service to customers, save time, and increase cash flow by automating recurring payments and subscriptions. Additional features include automated dunning; phone, chat, and email support; fully searchable database; customer payment portal, custom payment links; and more.Starting Price: $0 -
12
Causal
Causal
Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.Starting Price: $50 per user per month -
13
LendFoundry
Sigma Infosolutions
An award-winning SaaS platform, LendFoundry offers tools and accelerators to lenders to manage digital lending lifecycle. LendFoundry Loan Management System offers Loan Origination System and Loan Servicing System, and additional new-age features around customer management, compliance reporting, authentication, security, AI-powered credit scoring and marketing. Our SaaS model minimizes the upfront, startup cost, while the AI-enabled platform identifies priority accounts, creates risk profiles, and recommends interest rates to optimize your margins. It acts as a self-service portal to your customers offering them a single view into their loans, payments and statements. Possible to implement entire solution or just the pieces that make sense for business. Flexible enough to completely automate underwriting or configuring back-office workflows for manual verification processes. A simple, intuitive and ‘eye-pleasing’ interface to log all activities. -
14
AlphaPoint
AlphaPoint
AlphaPoint is a global financial technology company providing digital asset infrastructure to power the next generation of exchanges, brokerages, payment networks, and banking. Our full-suite products provide trusted, secure, scalable, and customizable solutions for trading, payments, lending, custody, and more. AlphaPoint has enabled over 150 customers in 35 countries including the CME Group, XP Securities, and Chivo. AlphaPoint has powered over 1 trillion in trading volume and the technology has handled billions in assets on the platform. Over the past decade, we have received multiple prestigious awards recognizing our innovations, exponential growth and leading technology in the fintech and digital asset space, positioning us to continue empowering our clients. -
15
HostBill
HostBill
Attract customers with beautiful, flexible, and customizable order pages. Increase your sales with a range of marketing tools. HostBill's slick technology covers all aspects of ecommerce website, from setting customer signup options, configuring product options, picking add-ons, and payment methods, applying proper taxes, applying promo codes, and much more. Hostbill will automate all of your billing operations, from generating and sending a beautiful PDF invoice at scheduled periods, notifying both your staff and the customers, sending reminders when needed to collecting payment. HostBill takes care of your hosting service lifecycle from signup to termination and ensures all your customer's resources are automatically provisioned on your control panel. As a hosting account would most likely require domain linked, HostBill got you covered here as well making the domain registration or transfer process quick and simple.Starting Price: $599 one-time payment -
16
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
17
SutiAP
SutiSoft
Make your procure-to-pay processes simpler and paperless with SutiAP, a robust accounts payable software. SutiAP automates the invoice-to-payment cycle, helping businesses save time and money on manual processes for invoice capture, matching, approval, and payment. It also offers powerful analytics for enhanced spend visibility. -
18
Clougistic
Clougistic
Clougistic originated from various questions from our customers in order to be able to link a Magento environment to the different logistics environments. What emerged as a smart link after four years of development has grown into an extensive and low-cost warehouse management SaaS solution for 100% Magento integration. All Magento functionalities and options are supported, paperless and in the cloud.Starting Price: $199.00/month -
19
ARGO
ARGO
Are your fraud losses higher than expected? Is your fraud prevention effectiveness below 95%? Are you losing money at the teller line and through ATMs? Are your check verification thresholds above $500? Are you spending more than 0.01% of bank assets on systems and analysts to review suspects and prevent fraud? Are you reviewing more than 250 checks for each item worth returning? Stop wasting time and money, and let us reduce your false positives, false negatives, manual reviews, and labor resources. All-In-One Check, ACH, ATM, Wire, and Cash Fraud Security Solution. An all-in-one fraud solution with compliance reporting, case management options, and increased levels of fraud prevention for financial transactions. Connecting financial services and healthcare customers with innovative technology. -
20
ORCA
Adtec
ORCA is an extremely flexible platform, equally at home with ledger management as with very large volume debt collection. The product is client / server-based and utilizes SQL Server as the back-end data repository. This makes it very scalable and can be configured to replicate across multiple sites for disaster recovery compliance. The frontend screens are written in Microsoft visual studio which makes it very easy for us to develop integrations into other windows products. We also have an API available for developers wishing to communicate with Orca from other third-party products. We also have an API available for developers wishing to communicate with Orca from other third-party products. Modern look and feel. Customizable account screens. Easily add your own additional fields to the system. Create your own data import routines. Drag and drop workflow designer. Automated direct debit processing. PCI-DSS compliant card processing. -
21
upSWOT
upSWOT
Understand a business’s issues, needs, and entire financial history at a glance to become an invaluable part of their future. Gain visibility into key metrics from the leading financial apps with tools to compare trends and evaluate performance of the business customers in real-time. With seamless integration and automated analysis, identifying opportunities and problem areas has never been easier — allowing banks to offer personalized service like never before. All the clunky application processes and data sharing that consume small to mid-sized businesses (SMBs) are now quick and frictionless. Send highly-personalized sales offers based on an up-to-date analysis of all the issues and opportunities that arise for businesses. With an easy-to-consume view of their business customers’ full financial history, banks can help them make smarter business decisions for the future. -
22
OpenTransact
OpenTransact
A unified platform to consolidate, automate, scale and monitor payment operations for any business, ISO, or financial institution. Access your business’ full potential by offering more payment options quickly, securely and without requiring in-house payments expertise. Integrate quickly without having to deal with archaic banking systems. OpenTransact’s APIs are modern and developer support is conveniently available via Slack or email. Connect any payment method, provider, acquirer, or third-party services to your OpenTransact account and send payments to any available processing service without updating your integration. From PCI-DSS to NACHA to PSD2, OpenTransact is configurable to satisfy local regulations and safeguard your customer data no matter the payment type or regions. Implement OpenTransact once and reduce developer workload required to maintain multiple integrations. Data is synchronized across gateways in real time offering optionality and flexibility across processors. -
23
Infinity Loan Management
Infinity
Infinity’s powerful all in one platform makes it easy to process loans, grow your customer base, and scale your business. Whether you are lending to 50 people or 50 million, feel confident that you have the easiest to use, most powerful technology, backed by the best support in the industry. Easily set up your loan products and business rules for each product, area, state, city, or region that you lend in. Infinity is the only platform that gives you such granular control over what, where, and how you lend. We connect our platform to your current site or build you a new one specifically designed to sell your loan products. If you lend in a store, you can use our cloud-based system right in your store with ease. Give your customers an experience they will love. When your customers thrive, so does your business. -
24
Sublytics
Sublytics
Your tailored eCommerce platform with native features to power performance, flexibility, and growth. Increase AOV through dynamic upsells and add-ons. Communicate additional value to targeted customers through integrated marketing partnerships. Bill your customers when you want, how you want through our seamless headless eCommerce solution. Tell your complete data story from acquisition to retention & lifetime value. Automate critical data alerts to stay ahead of your competition. -
25
MANTL
MANTL
The secret behind the fastest-growing banks and credit unions. Grow account holders with our omnichannel account opening software that integrates with your core. A delightful experience for consumers and businesses alike. We help your institution onboard new and existing customers effortlessly. Meet your customers where they are with a solution that opens and funds deposit accounts in less than 3 minutes. Automate up to 97% of application decisions so you can open more accounts across more channels, online, in-branch, or on the go. Real-time integration with your core. MANTL not only fully integrates with all core banking systems, but it also enables core integration with other leading fintech platforms. Seamless integrations with best-in-class providers. Using 30+ data sources, MANTL automates over 90% of KYC decisions to limit time-consuming manual reviews. No-code, real-time configurability. Instantly change risk thresholds, underwriting standards, product rates, and mix. -
26
AtClose
AtClose
AtClose is the next generation of digital mortgage, title and escrow solutions which enables faster closings and data-driven insights for better communication and shorter cycle time for both mortgage lending and title industries. Automate appraisal, title, and settlement processes. Simplify and efficiently organize complicated processes with automated workflows and a robust vendor management solution. Directly integrated with all major lenders and vendors in the pre and post-closing ecosystem. Improve accuracy, reduce repetition, improve vendor relations, and save time with the powerful and comprehensive software platform for the real estate industry. Business process automation for appraisal. Title & settlement processing & search automation. Post-close automation & recording automation. Underwriter management and automation vendor management & detailed reporting. Dynamic, template-based document generation system. Separate systems and portals for clients and vendors. -
27
WhenThen
WhenThen
WhenThen makes building and launching marketplace and platform payment orchestration fast and simple through its powerful and easy-to-implement no-code editor. Allow interoperability between your payment and business apps without development effort. Simulate and test your automation to see exactly how it will perform in the wild before it goes live. Troubleshoot and event retry automation runs by seeing exactly what happened and what data moved where. Improve the performance of your automation through AB testing, scenario simulation and machine learning. Designed from the ground up to protect the collection, storage, and exchange of sensitive customer payments and personal data while maximizing the data’s utility. -
28
Totality
Totality
Totality is a loan management system built to streamline lending operations through end-to-end automation, data-driven decisioning, and a unified user experience. It automates core portfolio workflows, including customer engagement, contract creation and execution, loan verification and funding, collections, refinancing, marketing outreach, and more, reducing the need for manual agent involvement. Agents use a modern interface that allows them to manage loans from start to finish on a single auto-refreshing screen that centralizes communication (voice, email, text) and relevant customer data. Its dashboard delivers real-time KPI tracking and customizable alerts optimized for mobile devices to give operators visibility and allow dynamic responses to performance metrics. Totality integrates across systems, offers scalable customization, and includes software enhancements and support hours in the licensing model to avoid surprise costs. -
29
Loquat
Loquat Inc
Loquat is a fintech platform enabling banks and credit unions to deliver modern, intelligent, and compliant digital banking experiences. The platform unifies business and consumer banking with seamless KYC/KYB, fast onboarding, virtual cards, automated lending, and CALM Portal — an integrated portal for fraud detection, compliance monitoring, workflows, and analytics. Built on each financial institution’s own data, Loquat’s AI provides process-specific insights that drive strategic decisions and improve operational efficiency. 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) LoqWhat AI: AI-driven intelligence for smarter, faster decisions With Loquat, financial institutions can modernize banking, automate compliance, and transform data into a competitive advantage. -
30
CloudBooks
CloudBooks
CloudBooks helps you creates invoices quickly and efficiently. With our templating system, it's simple to choose a theme, build and customize invoices, add your logo and personalize your emails. Set automated payment reminders and send custom follow-up messages to your clients. Setup online payments and your clients can pay the Invoice online using debit/credit cards. Bill your clients in their local currencies and increase the chances of getting paid on time. Choose from a variety of themes available, enter your business information, put your company logo and start sending beautiful invoices to your Clients. Run your business on auto pilot. Set up late payment fee and send automated payment reminders. Let Cloudbooks follow up with your Clients while you do the work that matters the most.