Business Software for Plaid
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Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, organization size, organization type, region, user reviews, integrations, and more. View and sort the products and solutions that match your needs in the results below.
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MeridianLink Opening
MeridianLink
MeridianLink® Opening is a digital account opening solution that helps financial institutions simplify onboarding and grow deposits across checking, savings, CDs, and more. The platform combines mobile‑first design, automated workflows, fraud protection, and real‑time decisioning to reduce friction and increase conversions. Features include adaptive forms, save‑and‑resume applications, automated identity verification, instant decisions, immediate funding, and built‑in compliance controls for BO, CIP, KYC, AML, and OFAC. Seamless core integration, in‑application cross‑sell, automated document handling, and ready‑to‑use accounts help institutions reduce operational effort, control risk, and deliver fast, secure, paperless onboarding experiences. -
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Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
3
Centrex Software
Centrex Software
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. -
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Macaw AMS
Nest Innovative Solutions
Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day. -
5
PayHOA
PayHOA, LLC
PayHOA is modern software for self-managed communities. Trusted by more than 11,000 associations, PayHOA automates operations, so you can focus on what's important. We provide free onboarding, free unlimited support, a 30-day free trial, and no contracts. Claim your free trial and see why HOAs across the country are choosing PayHOA. Features include invoicing, payment processing, full accounting, document management, violations, requests, text, email, direct mail, lockbox, CRM, website, and more.Starting Price: $49.00/month -
6
Gravity Software
Gravity Software, LLC
Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software® is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems. Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required. 🎈 Multi-entity & multi-location accounting 🎈 Automated intercompany transactions 🎈 AP automation & multi-level approvals 🎈 Real-time consolidated reporting & dashboards 🎈 Advanced analytics with Microsoft Power BI 🎈 Easy navigation from accounting to sales & service Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence.Starting Price: $375/month/first user -
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Monarch Money
Monarch Money
Monarch Money is a modern personal finance app that simplifies managing your money by connecting all your accounts into one clear dashboard. It helps users track spending, create flexible budgets, plan financial goals, and monitor net worth effortlessly. The platform allows collaboration with partners or financial advisors at no extra cost, making joint money management easy and transparent. Monarch automatically categorizes transactions and detects recurring subscriptions to help control spending. It offers customizable charts and reports to visualize financial trends and progress toward goals. Available on web, iOS, and Android, Monarch keeps your finances synced and accessible anytime, anywhere.Starting Price: $8.33 per month -
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Gusto
Gusto
Gusto is an all-in-one payroll, HR, and benefits platform designed to simplify workforce management for small and medium-sized businesses. It allows companies to run payroll quickly with just a few clicks while automatically handling tax filings and compliance requirements. The platform helps identify tax credits and savings opportunities, making it easier for businesses to reduce costs. Gusto also offers employee benefits management, including health insurance and financial benefits, at no additional administrative cost. Its hiring and onboarding tools streamline the process of attracting and integrating new employees. Businesses can track time, manage talent, and access valuable insights from a centralized system. Gusto is built to save time, with many users reporting significant reductions in payroll and compliance workload. Overall, it provides a comprehensive solution for managing employees efficiently and compliantly.Starting Price: $49/month -
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ABLE Platform
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: - Landing page - to attract new borrowers. - Borrower portal - to serve actual borrowers. - Self-service portal - to manage the whole enterprise activity. - Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. The platform automates the lending process throughout all the stages: - Initiation of omnichannel application - Consolidation and restructuring of debts - Negotiation with customers - Application decision-making - Personalized offers - Automation of the loan disbursement ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc -
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Aloan
Aloan
Aloan automates the commercial loan underwriting workflow for banks, credit unions, and commercial lenders. Lenders upload their credit policy documents and the system automatically configures lending rules, data requirements, and compliance checklists. Borrowers submit loan applications through a branded portal where every deal is verified against the lender's policies before an underwriter reviews it. The system classifies and categorizes borrower documents — tax returns, financial statements, bank statements, rent rolls — and matches them to the correct entity in multi-borrower structures. Financial data is extracted into standardized spreads with every figure traced to the original source. Credit memos generate with borrower overviews, financial analysis, policy compliance results, and recommendations. Connects to existing loan origination systems via REST APIs. Implementation includes policy ingestion, template configuration, and team training.Starting Price: Contact us for pricing -
11
August
August
August is a UK-based property management app built specifically for small landlords who want a simple, compliant way to manage their rental properties. The platform focuses on compliance obligations, offering automated reminders for key requirements like Safety Certificates and tenancy documents. A standout feature is its integrated August Intelligence which allows users to upload a tenancy document and the app then populates the property and tenancy automatically. It also provides contextually aware responses to questions the landlord has on their properties or tenancies, like “what was may void period on the property on Hawthorn Road”. The interface is clean, mobile-native and easy to navigate, making it ideal for landlords with one to ten properties. Their tenants can use the app too. While August doesn’t offer accounting yet their website does indicate this is coming. For self-managing landlords, August offers a lightweight, robust alternative to complex web-based tools.Starting Price: £8.99/month -
12
Centerbase
Centerbase
Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. Only with Centerbase can you: -Potentially capture up to 200 extra billable hours per month -Save hours per week with Automated Workflows -Bill up to 20x faster -Save 3 days per billing cycle with ePre-bill -Increase cashflow up to 100% To book a demo call (214) 987-9000.Starting Price: Contact Sales -
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AlphaWallet
AlphaWallet
AlphaWallet is the only self-custodial Ethereum network web3 wallet that’s completely open source for iOS and Android, with native ERC20, ERC721 and ERC875 support. AlphaWallet supports all Ethereum-based networks including Ethereum, Polygon, Gnosis, Binance, Avalanche, Optimism, Goerli, Mumbai. Its core features include it being beginner friendly with a simple user interface and 3-step onboarding process, an integrated web3 dApp browser, smart token categorization, WalletConnect available, ENS name management, biometric and pin-code security setup, wallet-watching, Blockscan wallet-to-wallet chat, the ability to send and receive via MagicLink and more.Starting Price: $0 -
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Iris Finance
Iris Finance
Your P&L is lying to you. Amazon takes its cut. Meta takes its cut. Your 3PL takes its cut. By the time your spreadsheet catches up, you've already made the wrong call. Iris Finance is the AI-native financial platform for consumer brands and operators. We pull Shopify, Amazon, Meta, Google, TikTok, QuickBooks, NetSuite, Xero, payroll, and banking into one live system, so you see exactly where your money is going, right now. What you get: True profitability by channel and SKU Daily P&L tracking AI cash flow forecasting Automated reporting Benchmarking against brands your size Built for the $1M–$500M brand that's moving fast. Think of getting your month-end close in minutes and knowing in real time if you're profitable. Focus on building your brand. We'll take care of the infrastructure.Starting Price: $2,000/month -
15
Snowball Analytics
Snowball Analytics
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.Starting Price: $6.70 per month -
16
Plus & Minus
Plus & Minus Software
Built around a single-file system, Plus & Minus is an integrated enterprise resource planning (ERP) financial platform. Plus & Minus has collaborative tools for accounting, purchasing, managing sales, and reporting operations. With Plus & Minus, users are able to manage core finance operations, track sales operations, generate custom business reports, and monitor business documents. Plus & Minus enables users to deploy on-premise or in the cloud.Starting Price: $1000.00/one-time/user -
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HOAworks
HOAworks
HOAworks offers an integrated solution to help homeowner association board members manage their community association with ease. Our self-managed online portal allows HOA admins to create invoices, schedule meetings, manage community requests, add properties and users, upload and manage documents, create announcements, and send email notifications. HOAworks makes managing your HOA simpler than ever before, whether you have just a few doors to service or hundreds of them. As properties change hands, homeowner association board members are struggling to manage accounting, service requests, and owner communications – leading to complaints, confusion, backlogs – even lower home values.Starting Price: $29 per month -
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uLawPractice
Superfluid Software
uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well.Starting Price: $34.00 CAD/month/user -
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Accounting Seed
Accounting Seed
At Accounting Seed, we empower our customers with access to accurate and timely financial data to make better business decisions resulting in greater profitability. As the #1 accounting software built on Salesforce, Accounting Seed connects your entire business from sales to operations to finance within a single platform.Starting Price: $750/company/month -
20
HES LoanBox
HES FinTech
HES LoanBox is a modular lending software platform designed to streamline digital loan origination, automate underwriting, and simplify end-to-end loan management for modern financial institutions. It enables lenders to offer white-label online applications, branded mobile apps, and a seamless borrower experience across devices. Through integrated KYC, biometric verification, and automated scoring, LoanBox accelerates approvals while ensuring high levels of security and compliance. Borrowers can apply for loans, track application status, upload documents, and manage active loans from a unified portal. Meanwhile, back-office teams gain an all-in-one environment for managing workflows, collections, borrower profiles, and credit products. With AI-powered scoring, automated reporting, configurable loans, and flexible integrations, HES LoanBox helps lenders reduce operational costs, improve decision accuracy, and achieve faster ROI. -
21
Exact Payments
Exact Payments
Exact Payments develops and delivers easy-to-integrate and highly scalable payments technology for SaaS companies to seamlessly embed payment flows into their software and activate a new, high-margin revenue stream. With Exact’s PayFac-as-a-Service solution, SaaS providers build frictionless buying journeys that enhance customer experience, improve retention, and increase the lifetime value of a customer by as much as 5x. Today, Exact processes nearly 1 billion transactions annually for prominent customers, including Chase, Ordway, Cineplex, Allianz, Levi’s, and Carfax. Exact is integrated with leading processors in the US and Canada, including Elavon, Fiserv, Global Payments/TSYS, Chase Canada, and Moneris. Our payment solutions are designed for performance and reliability, supporting over 10,000 merchant clients and delivering 99.99% uptime availability with transaction response times of less than 1 second.Starting Price: Free -
22
Ledgre
Ledgre
Designed specifically for rental properties, Ledgre is software simple enough for non-accountants to navigate but robust enough to handle all the complexity of financial reporting and tax prep. If you're a landlord or rental property investor who wants to manage your books without the expensive fees of a bookkeeper, consider using Ledgre to manage and grow your business. Ledgre offers a dynamic suite of tools and features, including the following: - Import Transactions - Properties - Income and Expense Tracking - Financial Reporting - Tax Preparation Eliminate the guesswork in accounting with simple solutions, real-time insights, and a stress-free tax season. Sign up today and see how automated financial reporting can transform your rental business!Starting Price: $20/month for 1-25 units -
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Stripe
Stripe
The new standard in online payments. Stripe is the best software platform for running an internet business. We handle billions of dollars every year for forward-thinking businesses around the world. Stripe builds the most powerful and flexible tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Millions of the world’s most innovative technology companies are scaling faster and more efficiently by building their businesses on Stripe. We believe that payments is a problem rooted in code, not finance. We obsessively seek out elegant, composable abstractions that enable robust, scalable, flexible integrations. Because we eliminate needless complexity and extraneous details, you can get up and running with Stripe in just a couple of minutes.Starting Price: 2.9% + 30¢ per charge -
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Neontra
TXIO
Neontra is a made-in-Canada online solution for managing your money. It is similar to YNAB and Mint, but our goal is to become a trusted, next-generation Personal Finance Assistant (PFA) that can guide you toward a brighter, more secure financial future. How we are different: Neontra is forward looking — we predict your behaviour based on historical data, resulting in better goal-based planning and accurate forecasts of your financial future Gain Personalized Insights into your financial life, including our Health Check: a report card on your finances Expense Explorer — a deep-dive into your spending that helps you identify new ways to save Use Neontra How You Want — connect your accounts for automatic updates, or if you prefer a more anonymous experience, import your data from files or by hand. Security and Privacy — we are SOC2 certified, the AICPA’s most stringent criteria for security, confidentiality and privacy. Your data is safe with us. -
25
Rentec Direct
Rentec Direct
Rentec is a robust cloud-based Property Management system designed to give private owners or realty managing organizations and tenants an all-in-one platform that takes care of Billing & Invoicing, Credit Checks, Late Fee Calculation, and Rent Tracking. Using the Tenant portal, users can send messages, request receipts, pay rent, and submit maintenance requests. While the Owner portal provides an in-depth look of Expense, Insurance, and Vacancy Tracking, as well as management for Leases, Tax, Tenant Database, and Website updates.Starting Price: $35.00/month -
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OneHash CRM
OneHash Inc.
OneHash is all you need. Supercharge your sales with the best CRM for startups and SMBs. Get pipeline view, calling, lead management, email automation, and more. Modern apps for your next gen business. OneHash is the world's best 100% Smart ERP Solution. Close faster with the world's best smart CRM. Experience a surge in sales, get clients onboarded faster, achieve more with less. Get qualified leads, create, and manage opportunities and automate the entire sales process. Customer focused CRM module to grow your business numbers. Cross Channel Interactions. Integrate all your customer interaction under a single head to give seamless and effortless, high-quality customer experiences. Unify information received from mails and calls into CRM Leads. All this with intuitive in-built system. Cut down your cost incurred on manual assignment of leads and automatically assign leads using logical sequencing. Time saved to focus on your customer needs and opportunity building.Starting Price: $99 for 10 users per month -
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Lendlord
Lendlord
Lendord.io functions as a comprehensive Landlord Software ecosystem, integrating ai tools with robust finance solutions for bridging and mortgage finance. The platform simplifies end-to-end property investment and tenancy management while ensuring property portfolios remain compliant with Making Tax Digital standards. Invest: Discover and Analyse Opportunities The Invest section helps users research locations, evaluate potential deals, and analyse properties quickly and accurately. Postcode Insights Provides detailed data about any postcode area, helping users evaluate whether a location is suitable for property investment. This includes market trends, demand indicators, and key local metrics that influence property performance.Starting Price: £12/month for premium -
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ERPNext
Frappe Technologies
ERPNext is an open-source, cloud-based enterprise resource planning (ERP) system designed for SMBs and Enterprises. It offers a comprehensive suite of applications that cover various aspects of business operations such as accounting, inventory management, project management, sales, purchasing, and human resources for many verticals like manufacturing, services, distribution, retail etc. With ERPNext, businesses can streamline their processes and improve their efficiency by automating workflows, reducing manual data entry, and integrating all of their data into one centralized system. The platform provides real-time insights and analytics, which can help businesses make better decisions based on their data. One of the main benefits of ERPNext is its affordability compared to other ERP systems on the market. It is user-friendly and highly customizable, with a wide range of integrations and add-ons available to suit specific business needs.Starting Price: Free to install and use -
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Patriot Accounting
Patriot Software
Patriot Accounting is an innovative, cloud-based accounting and payroll system for accountants and small business owners. Simple and intuitive, Patriot Accounting helps users efficiently track monetary transactions, invoice customers, print forms, and pay bills. By leveraging Patriot Accounting, users have the capability to set up multiple accounts, including income and expense accounts, as well as handle various types of transactions such as money withdrawn or deposited, incoming money from product sales, money for payroll, and more. Patriot Accounting offers a host of features such as cash tracking, vendor account management, profit and loss statement, transaction summary reports, expense tracking, among others.Starting Price: $20/month -
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Hurdlr
Hurdlr
Hurdlr is a business expense and mileage tracker built for self-employed entrepreneurs, freelancers, and the gig economy. Enable auto-mileage tracking to effortlessly capture tax-deductible business mileage, and link your bank or card to import potential expense deductions. Hurdlr also estimates your self-employment taxes in real time, so you know your true bottom line and when payments are due. On average, people find over $5600 in tax deductions, and to date Hurdlr has helped users track $8B in finances and save over $300M in taxes.Starting Price: Free
