Alternatives to FinLync
Compare FinLync alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FinLync in 2026. Compare features, ratings, user reviews, pricing, and more from FinLync competitors and alternatives in order to make an informed decision for your business.
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1
FISPAN
FISPAN
FISPAN partners with your bank to provide embedded, automated solutions for accounts payable and cash management. Say goodbye to error-prone manual processes and embrace seamless banking connectivity. Seamlessly integrate your banking with your ERP or accounting software to streamline your accounts payable workflows, initiate vendor payments, manage expense reimbursements, and automatically send detailed remittance advice emails, all without ever leaving your system of record. Experience streamlined cash management and reporting by integrating your banking portal into your ERP/accounting software. View your account balances and transactions across all of your business entities, and easily initiate book transfers to automate your day-to-day accounting activities. FISPAN partners directly with your bank to ensure a reliable, secure flow of transactions from your bank to your ERP’s reconciliation module, eliminating the need for bank statement formatting. -
2
Banker's Dashboard
Deluxe
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. -
3
DirectLync
DirectLync
Marketing technology should never be a pain, but a tool that helps you achieve your goals. DirectLync is a consolidated platform for small businesses looking for sales and marketing tools. It is an all in one, easy-to-use platform.Starting Price: $20.00 per month -
4
PlayerLync
PlayerLync
If your business happens anywhere other than your office, PlayerLync was made for you. Whether you’re looking to improve the quality of your service, better understand what’s happening across your business around the world, or simply strengthen your connection with your front lines, PlayerLync can help. Mobile content management, learning, operations and communications all in one place. Automatic, timely delivery of personalized content across shared mobile devices. Built for scale to work with your mobile device and ready to go with no aftermarket integrations. Understand learning, content consumption, and operations quickly and intuitively. The larger your organization, the further your headquarters can be from your frontline employees. PlayerLync eliminates that gap, giving your team instant access to the up-to-date, personalized information they need to translate corporate strategy into exceptional customer service. -
5
SunLync Select
SunLync
Sunlync offers true data based decision making for your business and the analysis you need to plan investments, track daily operations, sales, usage, people, and so much more. Sunlync is software to keep your business moving forward. Interested in learning more about the SunLync software? Schedule a personalized online demo and see the advantages in action. Promote social distancing with your salon with SunLync’s tan line functionality – if a customer’s preferred equipment type is not available they can be placed in SunLync’s tanline, proceed outdoors and receive a text message once it’s ready! Allow employees to submit tickets for both customer and maintenance issues which are automatically assigned to the responsible person. Increase overall performance by keeping staff informed of their performance. -
6
SkyLync
GuideSTAR Technologies
SkyLync™ : Executes a comprehensive, intelligent federated search for information across commercial, government and web databases, uncovering hidden associations and threats. Vigilance™ : Quick, inexpensive, counter-fraud enterprise solution for worker’s compensation, general liability, and fraud. -
7
TekTape
KaplanSoft
TekTape is an audio recorder and call detail records (CDR) generator for Windows server editions (2003-2019 Server). Simple, easy to use HTTP interface. Real time monitoring of SIP calls. Recording of audio streams of SIP calls. Recorded calls are saved in 16 bits, 8 Khz mono format wave files. Support for TZSP (TaZmen Sniffer Protocol). CDR generation for monitored calls. TekTape also creates CDR for failed calls. Real time listening of audio for a selected SIP call and call termination. TLS decoding with SRTP decryption for SIP calls. TekTape can record audio conversations between Lync endpoints if Lync server certificate with its private key is installed on to TekTape installed system. Supported codes are G.711 A-mu Law, G.722, G.729 and GSM. Multi-site recording support.Starting Price: $1100 one-time payment -
8
Lyncpix
Lyncpix
When your friend gets married, you get a certain perspective on life. You think about the enormity of making a life-long commitment to another person. You think about the beauty that surrounds their special day. And, if you’re anything like us techy, entrepreneurial types where when our friend Yossi got married, you think about what you can do to streamline the delivery of photography services, to make the sharing of photos and video simpler and more efficient. LyncPix cloud storage services are based on the latest S3 Amazon technology – a secure, resilient, redundant, off-site storage solution where all of your digital media and projects are kept safe and sound, while being available to you at any time! You can use LyncPix as your permanent backup solution, or you can upload and remove projects as needed. It’s totally up to you! -
9
Lyncs
Logical Construct
The only purpose built contract data management solution for financial services. Drag & drop, bulk load or use the purpose built API to feed scans securely into the Lyncs system. Upload entity reference data for accurate scan organization. Automated duplicate detection and machine learning & rules hybrid auto-classification for more accurate results. Scans are then organized by entity, type and date allowing correct extraction of terms accounting for amendment chains. A variety of techniques are used to automatically extract data from the documents combining machine learning and pre-defined rules alongside user-assisted data capture in a blend of the most accurate and effective techniques. All stages of document processing are underpinned by a role-based workflow. Documents can be locked to prevent other users making changes, assigned to particular users and promoted or rejected to other workflow states. Full version tracking, audit and data 'time-machine'. -
10
ProCTI
Provaria
Connect your Skype for business (formerly Lync) or TAPI-enabled PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV get the data on each incoming and outgoing call. Determine individually and flexibly which stored information should on each call in ProCTI. Access your contact information, service cases, e-mail addresses, current contracts with only one click! Create leads, contacts, tasks, notes, e-mails and activities in connection with the caller. Initiate or forward calls, see and start your open appointments, search for leads, contacts and companies – everything directly in ProCTI. Simple and intuitive user management allows different access rights to your data. The standard version of ProCTI connects the following versions of Microsoft Dynamics or Uniconta and Computer Telephony Integration (CTI). Make use of the endless possibilities such as displaying contact data, company name, notes/activities/service cases, e-mail address, credit blocks, running contracts, etc.) -
11
Bankmanager
Finnet
Decomplicated and efficient financial management. The Bankmanager optimizes the routine of your finance department with agility and quality, functioning as internet banking ATM and multi-company. Headaches for who does not have a management system: Time. Time spent on payments and collections is too high. Management. Entering numerous portals is a dull task. Operational. Operational jobs are susceptible to errors. Why use a financial management system? Facilitate processes accounts payable. Authorize your payments with a single token, Without having to go from bank to bank, Streamlining your accounts payable process. Streamline your collections by accelerating your accounts receivable process, Automatically, it is possible to perform the registration and maintenance. Collection documents, printing slips and creating reports. Management to monitor the portfolio. Internet banking. multibanking and multi-business. -
12
LyncMe
XEEPP Project
Showcase your making-money marketing assets into a powerful profile, made with simplicity. Search for a photographer, a designer, review their portfolio and connect them for your new project. To set up your professional profile, you need almost no web-skill & knowlegde since everything is already prepared to use. Get ready your profile with just a couple of click and swipes with a lot of ready-to-use blocks & widgets, all free & always will be. Explore other profiles, let other people to find you, save your profile & create your own community to share useful content rightaway. Solution for all your activities for helping your friends, audiences and customers to bring your more engagements. Share all your activities with easy-manageable widgets that allows you to set up your profile quickly, no matter who you & your audiences are. LyncMe covers all your needs, has tools & blocks for all required purposes and is suitable to use and easy to manage for everyone.Starting Price: $29 per user per month -
13
Voicemeeter Banana
VB Audio Software
Voicemeeter Banana is a real time audio mixer application. It comes with more I/O and a brand new 'next gen' audio engine creating new routing / mixing possibilities by managing 3 hardware sound cards and 2 virtual audio devices in a simple straightforward approach. Endowed with new effects on all input strips, a High End Master Parametric EQ on every Bus and a multi format audio player/recorder, Voicemeeter Banana is described as "the most advanced audio mixer for Windows and a "must have" system audio component". Originally developed for VOIP users and PC gamers, to mix voice and music on Skype, Google Voice, Lync, Teamspeak and others. Voicemeeter is also a useful app for Broadcasters, Podcasters and YouTubers, providing essential tools to manage many different audio needs: To improve voice quality on any microphone, record interviews or conferences in multichannel or mixed stereo, simply managing audio in a consistent way under the Windows operating system. -
14
Agicap
Agicap
By centralizing your cash flows and automating tasks, Agicap allows you to focus on the essentials, analysis, and decision-making. Build your cash flow forecast and monitor the achievement of your targets. Visualize your cash position by synchronizing your bank accounts and business tools. Improve overall productivity with automated, centralized, and harmonized cash management. Use a comprehensive collaborative tool and consolidate all your data. Anticipate your cash flow at the consolidated level or entity level. Consolidate and monitor your cash flow from multiple banks, entities, and business tools with ease. Set up automated cash forecasts and explore scenarios. Create custom dashboards to improve your analysis and reporting. Let Agicap automatically categorize all your banking transactions. Monitor the differences between the actuals and the forecast in real-time. Build a reliable forecast and make fully informed decisions at the right time. -
15
Meniga
Meniga
Our solutions make digital banking personal. Our award-winning digital banking platform helps to lead financial institutions to utilize data to meaningfully engage with their customers and develop new revenue streams. Through our market-leading consolidation, merchant mapping, and categorization technology, your bank gains valuable insights into the financial health and habits of your customers, while they too benefit from the automatic sorting of their transactions. Consolidate, enrich and optimize personal finance data for digital channel innovation. Discover new patterns and high-potential customer segments with audiences. Provide customers with access to their bank accounts and credit cards from other banks. Our digital banking APIs enable your bank to deliver innovative, engaging, and gamified banking solutions to your customers. Build long-term customer loyalty by providing a proactive and personalized financial coach.Starting Price: Free -
16
Iris Finance
Iris Finance
Iris Finance is an AI-native financial planning and analysis platform built to give consumer brands and product-based companies real-time visibility into profitability, cash flow, and operational performance by unifying data from ecommerce platforms, accounting systems, ad spend, payroll, and more into one cohesive system; it replaces delayed manual reports and spreadsheets with instant profit-and-loss tracking, daily revenue and cost insights, automated forecasting, AI-driven cash flow planning, and benchmarking so teams can make faster, smarter financial decisions. It automatically integrates with tools like Shopify, Amazon, QuickBooks, Meta, and Google Ads, NetSuite, Xero, TikTok Ads, and banking services to pull in sales, costs, transaction fees, and advertising spend so users always see up-to-date performance and understand true profitability down to specific channels or SKUs. -
17
Statement
Statement
The cash intelligence platform for global liquidity management, automated A/R reconciliation, and real-time 13-week forecasting. Statement offers enterprise-grade security, automation, and global connectivity to any bank, ERP, expense, or investment system, all through a single intuitive UI. We enable treasury and finance teams to optimize their working capital by reducing manual workflows and increasing the accuracy of their cash-based data. No IT resources are required to start working. We're API-first, but that doesn't mean everyone else is. Our connectivity infrastructure offers pre-built integrations and supports any new bank, ERP, or other financial system integration our customers require. We onboard in days, not months, and there is no extra development work required. Real-time data means real-time treasury management. We pull data from every connected account every few minutes, which also means your global cash positions are always accurate. -
18
Payference
Payference
Improve cash flow with speedier collections and better forecasting in one easy-to-use solution. View your ERP/accounting and banking data in one simple dashboard for real-time actionable insights. Save time by automating tedious data assembly tasks and free your finance team to focus on higher-value items. Payference IQ Technology™ optimizes working capital to unlock hidden cash and help you control DSO and DPO. Trust an intuitive solution that gives you all the tools and support you need for uncomplicated cash control. Automate cash collections for improved efficiency. Speed up collections to increase cash flow. Identify high-risk accounts to minimize their impact. Leverage machine learning to predict payments. Connect your ERP/accounting system, banks, and payment channels. Automatically reconcile payments with bank transactions. View all cash positions in real time from one source. Override and adjust items in cash forecasts. -
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Midday
Midday
An all-in-one tool for freelancers, contractors, consultants, and micro businesses to monitor financial health, time-track projects, store files, and send invoices. Bridging the gap between your bank and your accountant's software. From automated receipt-to-transaction mapping to conversing with your financials and consolidating all your files. Bring your own bank. We connect to over 20,000+ banks in 33 countries across the US, Canada, the UK, and Europe. Keep tabs on your expenses and income, and gain a clearer picture of your business's financial track record and current situation. Effortlessly boost productivity and collaboration with our advanced time-tracking solution: gain insightful project overviews and foster seamless collaboration amongst your team for optimal efficiency and success. Automatically match incoming invoices or receipts to the right transaction. Use your personalized email address for your invoices and receipts.Starting Price: $49 per month -
20
Anatomy
Anatomy
Anatomy's suite of financial automation solutions can support any healthcare organization that bills insurance, including medical or dental practices, MSOs/DSOs, billing/revenue cycle management companies, and digital health providers. Anatomy brings all your data together for automated financial reconciliation and insights. Stop manually typing EOBs into your practice management system. Anatomy’s proprietary AI solution saves time by automatically converting EOBs to ERAs. Stop downloading and tracking bank deposits in Excel. Anatomy ensures data is available to the right person on demand. Stop wondering why the dollars in your bank and practice management system vary at the end of the month. Anatomy provides clarity with real-time dashboards and reporting. Anatomy is on a mission to automate financial operations for healthcare and enable providers to focus on quality patient care. With Anatomy, you can modernize your financial operations. -
21
Nuvio
Nuvio
Meet the future of financial management. Nuvio handles your income, expenses, and cash flow, letting you focus on what matters, growing your business. It’s your personal CFO, delivering insights and predictions to keep you ahead. Say goodbye to complex calculations and pivot charts. Analyze key metrics with ready-made charts, no formulas, no pivot charts, just clear insights. Let Nuvio AI give you instant answers and insights, like having a real CFO at your side. Ask any financial question and receive instant responses for better business decision-making. View all your bank transactions and balances in one centralized space. No need to jump between banks. Reconcile payments with one click and gain control of your cash flow. Stay ahead of the game by predicting future cash flow. Identify potential financial hurdles and proactively plan for success. Get your own unique finance app, tailored to your needs, not a one-size-fits-all solution.Starting Price: $19 per month -
22
flowpilot
flowpilot
flowpilot offers 100% transparency in all financial matters. With just a few clicks you can connect the bank and accounting department and plan your future cash flow. Based on meaningful scenarios, you make better business decisions, supported by smart tools and artificial intelligence. flowpilot connects your bank accounts on a daily basis and also processes them with your accounting. Thanks to consolidated data, you can work absolutely error-free. Much better than the competition: You test our software for free and get to know all the features in the product demo. After that, you remain flexible, because flowpilot can be canceled on a monthly basis. flowpilot is developed in Berlin by German financial experts. We have specialized in the needs of local medium-sized companies. All data remains in secure clouds "Hosted in Germany". No matter what question or concern you have - our support team is always there for you personally.Starting Price: $99.00/month -
23
Titan Core Banking
Central Software
Used by leading banks, building societies and financial institutions for over 25 years, Titan is a component-based core banking system - adding functionality component by component in a sequence to suit your business needs. Titan is a next generation platform that delivers core retail banking with multi-bank, multi-currency and multi-lingual capabilities.Starting Price: $400000.00/one-time -
24
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
25
SMPLR
SMPLR
Get your business Crypto and Fiat finances handled in minutes. When dealing with multiple finance accounts in Crypto and Fiat with hundreds of transactions, collecting and merging data to understand your business finances can be very frustrating. SMPLR is here to help you with: 1. Multi-chain data collection and clarification; 2. Crypto and fiat bookkeeping; 3. Monthly corporate accounting close. Connect your business’s crypto wallets, CEX and bank accounts to one dashboard. SMPLR automatically collects and classifies every transaction, so you could track your financial data in real- time and get actionable insights. With multi-chain, multi-token and fiat support, SMPLR is a perfect tool to manage all cash flows from one-pilot seat.Starting Price: $0 -
26
Namu
Namu
Instead of subscribing to multiple platforms, we've built one solution - an integrated and automated financial platform designed and built specifically for you, the self-employed professional. Our robust invoicing module is built to make your life easier. The data from your invoices seamlessly connects to your bank and credit card transactions and ultimately flow into your tax planner so you always know where you stand when it comes to taxes. We also calculate sales tax for you natively in the system so if you’re selling products or merchandise and need to be sales tax compliant, we have you covered there too. We have made accounting much simpler for you. No more Accounts Payable or Receivable, no journal entries, and no accruing income or expenses. We have built a custom accounting system specifically for the self-employed. The difference? Unlike other products that market to self-employed workers, our solution does not work for small to medium sized businesses.Starting Price: $5 per user, per month -
27
Jack Henry Business Banking
Jack Henry & Associates
Scale and customize comprehensive business banking tools to fit the unique needs of your business accountholders. Solutions and services specifically designed to help you attract, service, and retain diverse commercial accounts as they grow their business. As businesses grow, their financial needs change. Give accountholders what they need to effectively manage their finances by offering the right solutions at the right time. With modern commercial services, your bank or credit union can compete against financial institutions of all sizes – and win! Deliver a consistent experience and personal service through a unified digital platform. With functionality that scales as the business grows, businesses can enjoy embedded digital invoicing, payment acceptance, payroll integration, and more. -
28
Atlar
Atlar
Atlar is a modern, AI-native treasury management platform that brings cash management, payments, cash-flow forecasting, investments, and bank/ERP connectivity into a single real-time system. It consolidates bank accounts, payment providers, and corporate finance tools so users can view balances, transactions, and liquidity across multiple banks, currencies, and entities, all from one central dashboard. Atlar automates accounts payable workflows, payment operations, bank reconciliation, and data syncs with ERP systems, eliminating manual file uploads, spreadsheets, and disjointed bank portals. With flexible, policy-aligned approval workflows, full audit trails, and layered security (including SSO and MFA), it gives finance teams reliable control over payments, permissions, and compliance. Advanced features include dynamic cash flow planning (forecasting and scenario modeling), custom dashboards, real-time reporting, and liquidity optimization. -
29
Rotessa
Rotessa
Withdraw money directly from your customer’s bank account when their payments are due. Schedule one-time or recurring payments to get paid on time. Rotessa is an online application for small businesses to get paid through any bank or credit union. This means, if your customer has a bank account, you can get paid through Rotessa. Whether they are new to bank payments, or you have existing PADs, start with adding your customers into Rotessa. They can be added manually, in bulk, or through your accounting software. We provide several tools to collect your authorizations. By default they are open authorizations. You can send authorization requests to single or multiple customers via email. If you already have existing PADs, or if you want to upload a physical document, they can be stored in your customer’s profile. You can schedule one-time or recurring payments in Rotessa. Set the amount, frequency, and date for Rotessa to pull from your customers’ bank account. -
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Brite Payments
Brite Payments
Introducing faster, smarter, more secure payments. No cards, apps, or sign-ups. Just choose your bank account and pay. Faster, smarter, more secure. Brite takes care of transactions from customer to merchant, and back again. No sign-ups, no card details, and zero hassle. Introducing fully transparent, faster, smarter, and more secure payments. Use your bank authorization to pay directly from your bank account. No card details, no downloads, and no problem. Experience payments at Brite speed with our instant payment network between your bank and any business. From start to finish, Brite protects funds using the highest encryption standard available. Unlock growth opportunities, improve your cash flow, enhance operational efficiency, and reduce the risk of fraud. Brite instant payments directly connect to a bank’s API. This makes it easier for your customers, faster for you, and comes with a lower, more predictable cost. -
31
Cloudsquare BankLink
Cloudsquare
Get access to real-time data for bank verifications and make more accurate credit decisions with Cloudsquare BankLink’s easy-to-use user interface. Cloudsquare BankLink is a risk analysis software that integrates Salesforce with the safest and most customer-friendly financial account verification platform, Plaid. Run effortless cash flow analysis. Make faster and more accurate credit decisions. Fully automate your underwriting process. Stop using slow, inefficient, and outdated processes for bank account verification and instead provide merchants with an easy and more secure way to provide sensitive bank information. By connecting to Plaid transactions and balances products, Cloudsquare BankLink gives you instant access to borrower data and helps determine if they will be able to pay back a loan. In addition to transactions, balances, and financial bank details, Cloudsquare BankLink pulls identity and asset info into your Salesforce CRM as well. -
32
Deskera ERP
Deskera
Automate and centralize business processes, gain real-time insights and increase business control, increase data accuracy, reduce costs, fulfill orders faster, and improve customer service with Deskera ERP. Manage all aspects of your business with Deskera ERP, from financial management to inventory control and manufacturing operations. Track transactions, create invoices, generate reports, monitor accounts receivable and payable, create custom financial year schedules, and manage multiple currencies. Manage financial processes like budgeting and forecasting, bank reconciliation and multi entity consolidation with ease. Gain visibility into financial performance, segment user roles, automatically generate financial reports, track payments, and easily forecast future financials. Track inventory levels and movements in real-time. Generate stock-level alerts when reaching critical low thresholds. Automate ordering and restocking processes to maintain optimal inventory levels.Starting Price: $1000 per month -
33
Centime
Centime
Centime is the all-in-one finance automation platform that unites AP, AR, expense management, forecasting, and banking—directly in your ERP. Instead of juggling fragmented tools, finance teams gain real-time visibility, faster processes, and measurable cash flow impact. With Centime, you can: - Automate AP with AI-powered invoice capture, PO matching, approvals, and supplier payments that earn 3.0% APY. - Accelerate AR with automated invoice delivery, AI-driven collections, dispute management, and faster cash application. - Simplify Expenses with mobile-first reporting, policy enforcement, and compatibility with any card program. - Forecast Cash Flow using a dynamic 13-week rolling forecast, scenario planning, and KPI tracking. - Bank Smarter with high-yield checking, FDIC-insured sweeps, account aggregation, and secure transfers. Centime helps mid-market businesses move from disconnected workflows to one strategic platform for managing and growing cash. -
34
Amply
Amply
Powerful and simple financial management, perfect for small and medium-sized businesses. Complete control and transparency over your finances. Connect accounts and upload invoices and receipts. Speed through managing your company’s finances. Spend less time on admin, and more time on running your business, better. Save time with automatic categorization and reconciliation, missing documentation checklists, and export to your accountant. Create compliant, professional invoices quickly and easily, and see live payment status. Connect your bank accounts and credit cards to keep an eye on your cash flow with all your transactions in one place and in real time. More complete, more accurate, and more efficient collaboration with your clients through Amply. Easily create and send compliant and professional offers and invoices. Track the progress of your invoices for quicker customer payments.Starting Price: €34 per month -
35
KoenigFinance
KoenigTech
KoenigFinance is a multifaceted vehicle for building financial systems. Whether you’re creating an online bank, a payment gateway facility, or any other e-commerce related project, the KoenigFinance platform provides a ready-made architecture and carefully thought-out functionality to deliver your services to your clients in the best imaginable way. Any system configurations are possible: combine individual components to adapt the platform to your business needs. An informative, intuitive, and efficient interface. All the tools necessary for system management are always at hand. Powerful APIs to easily connect with your internal business processes or any third-party services. Smooth data transfer in any format. All connections are made using 256-bit encryption, which guarantees reliable data protection across communication channels. -
36
Regate
Regate
Regate automates your financial and accounting management and saves you time on a daily basis. 100% integrated with your accounting software, you benefit from real-time accounting that is always up to date. Regate has been designed to reduce the number of tools and save time for accountants and finance managers. Regate provides an intelligent, collaborative platform that makes your day-to-day accounting easier, understands, automates, and gives you greater control over your business. Save 90% of your invoice and payment processing time. Generate the right accounting entries and automate the retrieval of your receipts. Pay by SEPA transfer or directly by card, without ever connecting to your bank. Reconcile cost management and accounting monitoring on the same platform. Benefit from a unified and real-time view of all your accounting. Equip your teams with virtual and physical cards adapted to each need and follow all their operations in Regate.Starting Price: Free -
37
Fondo
Fondo
Fondo is an all‑in‑one accounting platform built specifically for startups that automates bookkeeping, tax filing, and tax credit claims so founders can focus on building rather than balancing books. After a simple one‑time onboarding, Fondo connects to your existing tools, bank accounts, payroll, cap‑table software, and accounting system or sets one up for you, and provides a centralized dashboard displaying financial health, cash and runway insights, and the status of tax returns. It generates core financial statements (profit & loss, balance sheet, cash flow) and runway metrics, and supports the preparation and filing of Delaware franchise tax, federal, and state corporate income taxes via its annual “TaxPass” subscription (including forms such as 5471, 5472, and FBAR for international startups). It also handles tax credit filings for which users may be eligible (startups can receive up to $500,000 annually.Starting Price: $599 per month -
38
Isabel 6
Isabel Group
Hassle-free B2B payments. With just one login, Isabel 6 gives you access to all your accounts at more than 25 banks. Isabel 6 provides access to all your accounts at 26 Belgian banks, download all CODA files and initiate group payments via one single multibanking platform. Isabel 6 can be fully integrated into your existing accounting package and ERP system. Prevent routine work and use payment and CODA files to boost efficiency. Efficient collaboration with your finance colleagues. Isabel 6 lets you share beneficiaries and enter payments, and allows the CFO or manager to sign immediately where necessary. Multibanking platform Isabel 6 complies with all financial rules and legislation. Moreover, all transactions are fully traceable and, of course, entirely safe. Complete complex transactions at blistering speed and reduce human errors. Consolidated overview of the company’s financial position.Starting Price: $37.24 per month -
39
Kolleno
Kolleno
Spend less time managing your receivables. Enrol your clients and replace outdated manual processes with automated digital collection strategies and communications. Provide your clients with multiple digital payment options (ACH, Credit Card, Open Banking) making it easier to complete payments and reconcile your books. Receive regular automated reports and analytics to fit your business needs and stay on top of your cash position. Obtain proprietary customer ratings based on credit checks and engagement data to facilitate informed decision-making and optimize payment plans. Predict your future cash position based on current and historic payment data. Streamline your workflows and prioritize easily. Leverage customizable communication templates, strategies, and a white-labeled approach. -
40
WWS PC
Auriga
WWS PC is a highly secure internet banking solution supporting over 130 different banking services. It fully satisfies the consumers’ needs for home banking services as well as the most stringent corporate banking requirements. WWS PC is designed to be rapidly integrated into any banking environment and is easily extended to deploy new functions and services. It is a flexible multibank, multi-language solution that delivers a robust suite of real time account management and banking services. This solution provides consumers and corporate clients with immediate access to their current accounts, securities, payments services and much more. WWS PC provides a comprehensive suite of access security methods including call drop, unique password cards, one time tokens, SMS PINs, client certificates, and WWS Mobile authentication. Banks can choose any combination of access security options and can additionally allow the consumer to select their preferred security options. -
41
Pagar.me
Stone
Pagar.me, the best payment method for you to sell online. At Pagar.me, you start selling on the internet with high conversion and the security you need to grow your business. Receive payments and manage your sales in one place. Increase your sales by offering, on your website or app, the best experience for payments by credit card and bank slip. We do all the communication with the flags, banks and other services along the way and you can still track all your sales on our dashboard. For those who already sell online or want to start, our transparent checkout is compatible with the main e-commerce platforms, so you can easily receive it on your website or app without needing technical knowledge. We really know your business and we help you grow. We have 100% human service and we do not outsource the relationship with the person who matters most: you. Our team knows the payment market in depth and is ready to help you quickly resolve any issue. -
42
BankingON
BankingON
Mobile 1st add-on for legacy online banking systems. Utilizing smartphone functionality and API connectivity to deliver a modern Native Mobile banking experience for end-users. The BankingON platform enables community banks and credit unions to unify their existing vendors into a consistent and intuitive mobile banking experience. Leveraging the best UIUX standards to develop engaging customer journeys designed around a user-centric experience. The platform's APIs are deployed within the FIs existing environment, which means BankingON has a lower risk profile because it does not touch, access, store, or manipulate any data. -
43
MOBIS
Ensibuuko Technologies
Built as a cloud-based native microfinance management platform, it's uniquely designed to help SACCOs and Lending companies go paperless and become more efficient by digitizing how they manage customer data and transactions. Access your data, serve your customers at your convinience. You don't need to be at the office to work! We bring the bank to you. Let your customers deposit or withdraw from their accounts through any of our partner banks. Perform automatic bank account reconciliations. Your customers can access their accounts through our internet and mobile banking channels. Track expenses, payables, receivables, incomes, inventory easily. Upload bulk schedules and let the software run your accounting for you. You can now have better control and visibility over your branches and allow customers to be served at any branch of their choice. We let you define what a user can do in the system. Teller? give them only transaction permissions. -
44
Bolero
Bolero
Helping corporations and banks exchange trade transactions and electronic documents over secure communication channels. Embed electronic bills of lading directly into your platform and access all our eBL services via secure APIs. Equipping the carrier and logistics industry with innovative solutions to digitize trade operations with electronic bills of lading. A powerful, collaborative, and secure multi-banking trade finance portal connecting corporate clients with trade partners and banks. Secure and powerful, white-labeled trade finance portal as-a-service for banks to accelerate digitization and transform the customer experience. Bolero International is a leading cloud-based platform driving the digitization of global trade. With more than 20 years of experience in the trade, maritime, and cloud technology, we have a proven track record in helping organizations transition to and capitalize on the benefits of digitization. -
45
Likwidity
Likwidity
Likwidity is a non-brokered SaaS cash deposit platform/marketplace betwwen corporates and banks. The platform aims to deliver: 1. Automated non-brokered SaaS multi-bank, multi-currency price discovery and execution Deposit Marketplace 2. Delivering optimized interest income through automated price discovery RFQ and fostering price tension amongst bank deposit seekers. 3. Incorporating features such as bank account management, risk limits and compliance, maturity management 4. For clients: 1. Better interest rate outcomes through a structured, automated price discovery process using a Request for Quote process with up to 20 banks at a time. 2. Complete automation of processes and significant time saver 3. Enhances bank relationships, and opportunity for new bank relationships 4. Visibility over counterparty risk and limits 5. Full auditability, governance, risk and compliance over organization cash funds 6. Automated reporting, including for board repStarting Price: $450 -
46
OPplus
Continia
OPplus is a powerful all-in-one smart banking solution embedded in Microsoft Dynamics 365 Business Central that simplifies incoming and outgoing payment processing by automating bank statement and payment advice imports, reconciling open postings with configurable account rules, and generating payment proposals and files in any format. Users gain a unified overview of open and closed entries across general ledger, customer, or vendor accounts, and can clear balances via open‐entry posting mode with retroactive reporting. OPplus automates both payment import, supporting CSV-port imports, returned direct-debit handling, partial payments, and payment-provider integrations, and payment export with customizable SEPA and ISO file schemas, direct-debit mandate management, and international transaction configuration. Additional modules include extended lists and reports for audit-ready transaction histories; VAT advance-return file creation and account‐scheme adjustments. -
47
DAVO by Avalara
Avalara
DAVO automates every step of the sales tax process, from collecting to filing to paying. It works seamlessly with your POS, so there’s nothing you need to do. And because DAVO guarantees your taxes will be paid on time and in full, there’s nothing to worry about either. Ensure your tax rate is properly set up in your POS. Then, simply enter your email, phone number, bank account and tax information so DAVO can start automating your sales tax. Use your POS system just like you always have and never worry about sales tax again. With DAVO, you won’t need to do anything differently. No extra buttons to push or steps to take. Just enter your sales like you normally do. DAVO uses data from your POS system to set aside the exact amount of sales tax you collect daily. Sales tax is then transferred to DAVO’s secure tax holding account. Whenever your sales tax is due, DAVO will automatically file your taxes with the state, guaranteeing they’ll be on time.Starting Price: $39.99 per month -
48
Trade360
CGI Group
CGI Trade360 delivers all of the software, infrastructure and support resources necessary to power a bank’s global trade business. Delivered as a software as a service (SaaS), CGI Trade360 enables banks to provide the full range of traditional trade, payables, receivables and cash management services to their customers—anywhere, anytime—on a single, integrated and global platform. The CGI Trade360 platform is built uniquely for multi-bank, multi-currency and multi-time zone processing. It’s comprised of a corporate portal, an efficient back-office trade processing system with sophisticated imaging and workflow, an advanced reporting utility, and an XML-based integration architecture. CGI Trade360's SaaS model has been in operation for more than two decades, providing you with infrastructure and IT services that free you up to focus on running and growing your banking business. Also offered as an on prem solution for global institutions. -
49
Series
Series
Innovative teams worldwide choose Series to streamline their finance and operations management. Effortlessly manage payments, global payroll & HR, treasury management, and more, all within a single, unified platform. Series EOS makes finance and operations management easy, all while ensuring compliance and efficiency. Manage all banking and payment operations across your financial stack. Unify and manage all of your finance and operations, and centralize and automate your entire finance and operations stack. Embrace the Series ecosystem with professional services, infrastructure, support, and security tailored to meet the needs of the most complex enterprises and institutions. Enhance efficiency with our cloud-based EOS that breaks down departmental silos and consolidates back-office operations. Streamline processes and consolidate your spending. Manage treasury, accounting, payroll, benefits, and more without replacing existing systems. -
50
Bankable
Bankable
We enable and serve dominant financial institutions, corporates and FinTech entrepreneurs to bring to market highly differentiated payment solutions supported by a very strong, immediate business case. We deliver significant new net revenues and cost-savings by leveraging our fast, scalable and secure API and white-labelled platform to deploy targeted solutions. Our interoperable proprietary platform is PCI-DSS certified (Payment Card Industry – Data Security Standards) and hosted in Tier-4 data centers with the highest level of security certification. Bankable's Virtual Ledger Manager is a cloud based virtual account solution applicable on top of any bank account enabling enhanced cash management for global corporates. It is a multi-bank solution capable of processing standardised and proprietary data formats from multiple banks.
