Best Finance Software in the USA - Page 66
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Compare the Top Finance Software in the USA as of June 2026 - Page 66
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1
Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
2
Nav
Nav
Nav is a business credit and financial health platform that helps small businesses track, monitor, and build their business and personal credit profiles across the major bureaus (Experian, Equifax, and Dun & Bradstreet) in one centralized dashboard so owners can see where they stand and understand what lenders and partners see when evaluating creditworthiness. It provides real-time credit monitoring, alerts, detailed credit reports, score tracking, and cash flow health tools to help users spot changes, correct errors, and make informed decisions about credit and financing. Nav also matches businesses to financing opportunities by analyzing their credit and financial data to recommend loans, credit cards, lines of credit, and other funding options that fit the business profile, helping streamline what can otherwise be a confusing research process. With optional memberships like Nav Prime, users can build business credit faster through tradelines.Starting Price: $39.99 per month -
3
Sola Payments
Sola Payments
Sola Payments is a complete omnichannel payment processing platform that unifies online, in-person, and mobile transaction acceptance with tools for billing, invoicing, recurring and usage-based billing, and flexible pricing logic, enabling businesses to offer seamless checkout experiences across channels while managing all payment activity from a centralized merchant portal. It supports a wide range of payment methods, including credit and debit cards, ACH, digital wallets like Apple Pay and Google Pay, EBT/EBT SNAP, gift cards, multi-currency transactions, and contactless payments, so merchants and platforms can meet customer preferences and expand revenue opportunities. Sola’s integrated suite includes features like smart retry for failed transactions, automated reporting and revenue recognition, and promotional pricing, helping reduce revenue loss and streamline financial operations.Starting Price: Free -
4
OptiVault
OptiVault
OptiVault is an AI-powered personal financial advisor app for iOS that helps users automate financial planning, optimize spending, and grow their net worth by securely syncing bank accounts, credit cards, and crypto wallets via Plaid with bank-grade 256-bit encryption and read-only access; once connected, the AI performs an instant comprehensive financial health analysis, detects wasted subscriptions and abnormal spending patterns, categorizes transactions automatically, and adjusts daily budgets without manual entry, while providing smart budgeting, net worth tracking with projection charts, automated savings transfers, and retirement planning tools. The AI scans for “vampire costs,” highlights saving opportunities, and creates a personalized roadmap toward financial goals such as emergency funds or a house, complemented by expert AI support with instant responses to questions about crypto, taxes, or budgeting.Starting Price: Free -
5
Invoce.ai
Invoce.ai
Invoce.ai is an AI-powered invoicing platform that lets freelancers and small businesses generate, customize, and manage professional invoices and quotes in seconds by simply describing the work in plain English or using a built-in manual editor, significantly reducing the time and friction traditionally associated with billing. The AI analyzes your description, extracts the relevant service details, rates, and terms, and formats a polished invoice automatically, while a centralized dashboard keeps clients, services, quotes, invoices, and payments organized in one place and provides visibility into total revenue, pending invoices, and monthly performance. Users can add their own payment links (such as Stripe, PayPal, or Wise) directly to invoices so clients can pay instantly, and Invoce.ai supports multi-currency billing, custom branding with logos and color themes, and export of all data to CSV for accounting or bookkeeping, making it easy to integrate into existing workflows.Starting Price: $49 per month -
6
Hyperline
Hyperline
Hyperline is a unified revenue management platform built to simplify the entire quote-to-cash cycle for modern businesses by bringing CPQ (configure-price-quote), automated billing, subscription and usage-based pricing, invoicing, payment collection, and real-time reporting into one system that scales with complex pricing models and diverse customer needs. It lets sales teams generate accurate, branded quotes, approvals, and contracts quickly, directly integrated with your CRM, while finance teams automate invoicing, reconcile revenue, and gain visibility into key metrics like ARR and cash flow without manual work or spreadsheets. The flexible pricing engine supports flat fees, seat-based charges, usage-based billing, hybrid models, custom terms, and subscription phases so teams can tailor offerings to customers without engineering help, and it connects with major payment providers, CRMs, ERPs, and analytics tools to keep all revenue data synchronized.Starting Price: $199 per month -
7
eddy.app
eddy.app
Eddy is an all-in-one, cloud-based HR and payroll software platform that centralizes core workforce management functions into a single, intuitive system so HR teams and business owners can automate repetitive tasks and focus on people rather than paperwork. It combines comprehensive features for applicant tracking and recruitment, including job postings to multiple boards, candidate pipeline tracking, and customizable offer letters, with streamlined onboarding that uses templated tasks and e-signatures to get new hires set up quickly and compliantly. Once employees are part of the organization, Eddy provides secure, searchable storage for employee records and documents, easy management of personal and job-related information, and tools for tracking certifications, training, performance notes, and compliance requirements.Starting Price: €429 per year -
8
Tholos
Tholos
Tholos is a multi-party computation-based digital asset custody and treasury management platform that lets teams securely hold, operate, and transact with their cryptocurrency and tokens across Bitcoin, Ethereum, Solana, and 30+ other chains from a single unified dashboard without trusting centralized custodians or sharing seed phrases. It splits key shares among team members so no single person or device holds the entire key, eliminating single points of failure while enabling secure multi-signature workflows and approving transactions through mobile biometric confirmation, so team governance remains strong and decentralized. It includes a policy engine for spending limits and conditional approvals, WalletConnect integration for safe DeFi and dApp interactions, and tools for same-day fiat on/off ramps, in-dashboard swaps, OTC desk access, and developer APIs for programmatic vault management and automated workflows.Starting Price: $300 per month -
9
Jelou
Jelou
Jelou is a conversational AI platform that lets companies build, launch, and manage intelligent AI agents that go beyond simple chat responses to execute real business workflows and transactions inside the conversation. Its agents can verify customer identities using in-chat KYC with biometric and document validation, process secure payments without redirecting users, collect legally binding signatures, and enable conversational search and e-commerce experiences, all from popular messaging channels. It includes Brain Studio, a no-code/low-code environment for creating, testing, and deploying agents with integration to databases, existing business systems, and APIs, supports real-time logs for debugging, and allows human-in-the-loop handoff when needed. Jelou emphasizes privacy and compliance with certified data protection standards, prohibits third-party AI training on customer data, and encrypts transactional information.Starting Price: Free -
10
Elibrium
Elibrium
Elibrium is a cloud-based financial spend management platform focused on virtual corporate cards and real-time control of business expenses, enabling companies to issue unlimited virtual Visa cards for campaigns, teams, or purposes with customizable spending limits by user, category, amount, or timeframe, and gain real-time visibility and reporting on all transactions. It lets users create multiple internal accounts, transfer funds instantly between them, and link cards to accounts so every dollar spent is tracked and isolated, helping prevent overspend and maintain budget discipline. Its API lets businesses integrate card operations and payment data into existing systems, automate approvals and reconciliation, and build custom workflows or dashboards for finance and BI teams. Elibrium also supports team organization with departments and permissions, granular controls to enforce corporate policies, and transaction metadata that improves reconciliation accuracy.Starting Price: $500 per month -
11
xibal20
Base 314 LLC
xibal20 is a cloud-based procurement platform designed for small and medium businesses. It helps growing teams track purchase orders, compare supplier prices, catch price increases, and eliminate duplicate spending — without the complexity of enterprise ERPs. Key features include purchase order management, supplier database management, customizable approval workflows, spend analytics, price comparison tools, RFQ and competitive bidding, multi-currency support, and budgeting. xibal20 is accessible from any browser with no IT setup required. Comprehensive free plan available, with paid plans starting at $4/month.Starting Price: $4/month -
12
Alinea
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 -
13
ARPflow
ARPflow
ARPflow is an AI-powered B2B SaaS platform designed to automate end-to-end deductions management, dispute resolution, and financial reconciliation tasks that traditionally require manual effort, enabling finance teams to ingest data from emails, vendor/retailer portals, and other sources, parse and classify documents and fields, reconcile accounts receivable and payable ledgers, surface exceptions, and manage disputes with audit trails and dashboards; its tools include a deductions scanner that cleans checks and memos into usable data, remittance-to-ERP mapping that produces ERP-ready CSVs, deduction classification with clean dashboards by type and retailer, and a promo and billback planner for finance, sales, and brokers, all with integration support for ERPs and collaboration tools to streamline workflows, accelerate cash application and month-end close, and reduce repetitive work through automated workflows and AI agents trained to replicate human decision-making at scale.Starting Price: $149 per month -
14
Metro2
Switch Labs
Metro2 is cloud-based credit reporting software that helps lenders, credit unions, and fintechs generate compliant Metro 2 files for credit bureau submission. Upload billing data, map fields to Metro 2 format, validate for errors, and export files ready for Equifax, Experian, and TransUnion. Features include automated field mapping, real-time compliance validation, audit trails, customizable templates, and a modern dashboard for managing accounts. Metro2 eliminates the complexity of credit reporting compliance so financial institutions can focus on their core business. Plans start at $19/month.Starting Price: $19/month -
15
Paybrain
Paybrain
PayBrain is an all-in-one payment processing and business operations platform that helps small businesses, freelancers, and creators accept payments, manage customers, and deliver digital products and services with minimal setup. It offers payment acceptance, including QR code generation and scanning, mobile point-of-sale checkout, invoicing, recurring billing, and subscription management through integrations with major processors like Stripe, so businesses can charge customers in person, online, or via shared links. PayBrain also includes built-in CRM features to track customer history and interactions, professional invoice creation with branded templates and automated reminders, and secure delivery of paid digital content or files that unlock immediately after payment, streamlining both sales and fulfillment workflows. Users can generate contactless payment QR codes, process refunds, and handle autopay subscriptions while managing customer and transaction data.Starting Price: Free -
16
BillyBox
Hormesis Labs
BillyBox is an invoice management tool that connects to your email (Gmail, Zoho, or any IMAP provider) and automatically collects invoice PDFs from your inbox. It extracts key data from each invoice — vendor name, amount, currency, and date — and lets you classify them as business, personal, or ignored using a fast swipe-based mobile interface or keyboard shortcuts on desktop. Once classified, export everything as an organized ZIP file ready to send to your accountant. Supports multiple email accounts, monthly ingestion, duplicate detection, and works with 50+ known invoice domains and 25+ vendor formats. Free tier available, paid plans from €9.99/month.Starting Price: $9.99/month -
17
Jupid
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 -
18
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 -
19
Feevio
Feevio
Feevio is an AI-powered invoicing platform that helps freelancers, contractors, and small businesses create invoices simply by speaking. Instead of spending time manually entering line items and formatting invoices, users can record a short description of the work they’ve completed. Feevio uses advanced AI to transcribe the recording, understand the job details, and automatically generate a professional invoice with the correct services, hours, and pricing. This voice-to-invoice workflow allows professionals to create and send invoices in seconds, reducing administrative work and helping businesses get paid faster. Feevio is built for people who want invoicing to be simple, fast, and effortless.Starting Price: $15/month -
20
OpenVC
OpenVC
OpenVC is a startup fundraising platform that helps founders find the right investors and manage their entire raise in one place. Instead of juggling spreadsheets, scattered investor lists, and disconnected tools, OpenVC brings the core fundraising processes into a single, streamlined workflow. Features: Fundraising CRM A purpose-built fundraising pipeline designed for startups. Manage your entire raise in one place, track investor conversations, organize follow-ups, and keep your team aligned from first outreach to closing the round. Investor Database Search 15,000+ verified startup investors in a continuously updated database. Filter by stage, industry, geography, and more to quickly identify the right investors and start building your target list. Pitch Deck Tracking Upload your pitch deck, share it through unique links, and track investor engagement. See who opened your deck, how long they engaged, and manage everything directly inside your fundraising CRM.Starting Price: $99/month or $299/year -
21
Genesis Risk Monitor
Genesis Risk Monitor
Genesis Risk Monitor is portfolio risk management software that provides real-time market data, advanced analytics, and customizable dashboards. The platform delivers real-time IEX market data for tick-level precision and integrates with FRED for access to economic indicators. Genesis Risk Monitor features DCF Valuation to run value models and portfolio analytics, including Value-at-Risk (VaR) and Conditional Value-at-Risk (CVaR) calculations for assessing investment risks. Customizable workspaces allow the interface to be tailored to different workflows, and volatility alerts notify users of risk events like VIX spikes or correlation changes. Genesis Risk Monitor also offers SEC EDGAR integration for direct access to financial statements, insider transactions, and institutional holdings. Genesis Risk Monitor includes Jupyter Notebook integration for custom analysis and a drag-and-drop widget builder for creating unlimited dashboards.Starting Price: Free -
22
Outmin
Outmin
Outmin is an AI-powered bookkeeping platform designed to fully automate financial management by acting as a “zero-touch” digital bookkeeper that processes transactions, reconciles accounts, and delivers real-time financial insights without manual effort. It connects directly to bank accounts, suppliers, and business systems to automatically retrieve financial data, process invoices, categorize transactions, and maintain continuously reconciled books as activity happens. Its AI engine handles core accounting tasks such as data entry, invoice processing, and reconciliation, while also detecting anomalies like missing invoices or unexpected payments and flagging them for review. Outmin generates up-to-date financial reports, including cash flow, profit and loss statements, balance sheets, and trial balances, allowing users to access accurate, audit-ready data at any time without waiting for month-end closes.Starting Price: €49 per month -
23
NoNoiseMetrics
NoNoiseMetrics
NoNoiseMetrics is a SaaS analytics dashboard for indie hackers and solopreneurs who need clean recurring revenue metrics without handing their Stripe data to another server permanently. Connect via Stripe read-only OAuth in 30 seconds. See MRR, ARR, new MRR, expansion, churn, NRR, ARPU, and runway in one screen — with the MRR bridge showing exactly where revenue moved. Disconnect anytime; the token is revoked immediately. Unlike ChartMogul or Baremetrics, NoNoiseMetrics uses session-only architecture: your Stripe data is fetched in-session and never stored on our servers. No breach risk. No vendor lock-in. No GDPR headache. Built for solo founders who want the ChartMogul view without the ChartMogul data retention tradeoff.Starting Price: $19 -
24
Papercare
Papercare Working Papers
Papercare Working Papers is an AI-powered, cloud-based solution designed specifically for accounting professionals and firms to streamline the preparation, review, and delivery of working papers. It replaces traditional spreadsheet-based workflows with an automated, intelligent platform that ensures accuracy, consistency, and compliance across every engagement. Built for modern accounting teams, Papercare Working Papers helps users in their audit and review processes, collaborate securely in real-time, and reduce manual effort through advanced AI-driven automation. The software intelligently structures working papers, identifies errors, and enhances review efficiency—allowing firms to focus more on client value and less on administrative tasks.Starting Price: $0 -
25
Fundable
Fundable
Fundable is a data-driven platform that provides real-time startup and investor intelligence, enabling users to identify new business opportunities as soon as funding events occur. It aggregates information from thousands of sources to deliver up-to-date insights on startup funding, including details such as funding rounds, investors involved, company growth signals, and expansion plans. It allows users to define their ideal customer profile using natural language and advanced filtering across more than 20 criteria, helping them precisely target companies that match their business goals. Once configured, users can create automated deal alerts that notify them immediately when relevant startups raise capital, allowing them to act at the optimal moment when those companies are most likely to purchase services or solutions. Fundable includes access to a large dataset covering tens of thousands of startups, investors, and professionals, enriched with over 50 data points.Starting Price: $50 per month -
26
WinFactor
WinFactor
WinFactor is a comprehensive accounts receivable factoring platform designed to manage and automate the full lifecycle of invoice financing operations, enabling factoring companies to streamline workflows from submission to funding within a single, integrated system. It supports all types of receivables, including general and transportation factoring, and provides tools for invoice verification, notice of assignment delivery, missing paperwork tracking, and funding management, along with automated receipt posting and invoice settlement with precise calculations of fees, reserves, and rebates. It includes advanced document management capabilities, allowing invoices to be submitted through multiple channels and processed using OCR and artificial intelligence to extract and validate data in real time, while alerting users to credit limits and outstanding accounts receivable.Starting Price: Free -
27
FactorView
FactorView
FactorView is a cloud-based accounts receivable and invoice factoring tool designed to help factoring companies track, manage, and analyze their operations through a centralized, web-based system accessible from any device. It provides real-time dashboards and reporting tools that deliver critical business insights, enabling users to monitor client and debtor activity, assess risk exposure, track profitability, and detect potential fraud through up-to-date data. It is built to streamline workflows by automating key processes such as invoice verification, document management, and collections tracking, while allowing users to send and monitor invoice verifications, upload and email documents, and manage accounts efficiently within a single interface. It includes a client portal that enables customers to submit invoices, view reports, and access account information at any time, improving communication and reducing administrative workload.Starting Price: $399 per month -
28
EODHD
EODHD
EODHD is a financial data API platform that provides developers and analysts with access to a comprehensive range of global market data through a single, unified interface. It offers over 30 years of historical data along with real-time and intraday feeds across more than 60 stock exchanges, covering over 150,000 tickers, including stocks, ETFs, mutual funds, bonds, Forex pairs, and digital currencies. It delivers multiple types of datasets such as end-of-day prices, live OHLCV data, corporate actions like splits and dividends, financial news, technical indicators, macroeconomic data, and stock screeners, all accessible via REST APIs and WebSocket connections. It delivers multiple types of datasets such as end-of-day prices, live OHLCV data, corporate actions like splits and dividends, financial news, technical indicators, macroeconomic data, and stock screeners, all accessible via REST APIs and WebSocket connections.Starting Price: $19.99 per month -
29
FinView
FinView
FinView is a specialized, cloud-based debt collection platform designed to help agencies manage and optimize the entire debt recovery lifecycle through automation, data integration, and centralized workflows. It combines case management, communication, analytics, and customer self-service tools into a single system, enabling teams to streamline operations and improve collection outcomes. It provides a unified workspace where agents can access a 360-degree overview of each case, including debtor information, payment plans, communications, and documents, while integrated modules such as TaskDesk and Inbox allow teams to manage tasks and handle multi-channel communication from one place. It supports automated workflows through a drag-and-drop builder, allowing organizations to define rules, orchestrate processes, and engage debtors across channels without requiring coding.Starting Price: Free -
30
Nitra
Nitra
Nitra is an AI-native operating system designed to help healthcare practices manage their entire business and back-office operations through a unified, intelligent platform. It embeds AI agents directly into core workflows such as finance, procurement, inventory, and patient management, enabling clinics to automate tasks like payments, purchasing, scheduling, insurance verification, and patient communication within a single system. It includes AI-powered financial tools that categorize expenses, reconcile transactions, detect anomalies, and enforce spending controls in real time, while also providing bill pay automation, accounting integrations, and detailed insights into cash flow and performance. On the operational side, Nitra centralizes procurement by aggregating vendors and using AI to compare prices, negotiate purchases, automate reordering, and track inventory with features like lot number and expiration monitoring.Starting Price: Free
