Finanzdienstleister Software

Acuity Scheduling ist eine cloudbasierte Softwarelösung für die Terminplanung, mit der Unternehmer ihre Termine online verwalten können. Das Produkt ist auf die Bedürfnisse von kleinen und mittleren Unternehmen sowie einzelnen... Mehr erfahren

Windward Studios ist eine Bericht- und Dokumentenerstellungslösung, die ein datengesteuertes Dokumentenerstellungssystem für OEMs, Unternehmen und Systemintegratoren bereitstellt. Die Lösung bietet die Möglichkeit, Dokumentvorl... Mehr erfahren

HES FinTech ist ein Finanzsoftwareanbieter und Technologieberater. Der Anbieter verfügt über die Technologiebasis zur Unterstützung des gesamten Kreditlebenszyklus – von der Vergabe, der Versicherung und der Betreuung bis hin zu... Mehr erfahren

OneCore is a Microsoft-certified financial services solution designed for Microsoft Dynamics that helps organizations manage financial services for leases, fleet, loans, and more from within a unified platform. Key features of... Mehr erfahren

PayPal is a digital payment platform that enables businesses and individuals to pay and accept payments through an online portal without revealing any financial details. The solution is suitable for businesses of all sizes. PayP... Mehr erfahren

Venmo is a digital payment and wallet gateway that allows customers to transfer money and make payments via their mobile device. Businesses are able to generate exposure for the brand as users share their purchases on the Venmo... Mehr erfahren

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational... Mehr erfahren

SAP S/4HANA ist eine cloudbasierte und On-Premise-ERP-Lösung (Enterprise Resource Planning). Das Produkt eignet sich für kleine, mittlere und große Unternehmen in Branchen wie Automobil, Maschinenbau, Bauwesen, Bergbau, Forschung... Mehr erfahren

Spendesk ist eine cloudbasierte Ausgabenmanagementlösung, die Unternehmen bei der Abwicklung von Rechnungen, Genehmigungsprozessen, Kostenerstattungen, virtuellen Debitkarten und mehr unterstützt. Die Plattform scannt Rechnungen... Mehr erfahren

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include... Mehr erfahren

Sage 300cloud (formerly Sage Accpac) is an enterprise resource planning (ERP) software system that serves small and medium-size businesses in professional services, financial services, public sector, and other markets such as... Mehr erfahren

Brex makes it easy for finance teams and employees to spend smart, grow fast, and enjoy the ride. Mehr erfahren

Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human... Mehr erfahren

OnBase is a cloud-based enterprise information platform that helps small to large organizations manage content, processes and cases. With specific solutions for insurance, financial, higher education, government, commercial and... Mehr erfahren

With Tax Clarity, advisors can strengthen their value by showing clients how to make retirement decisions in the most tax-efficient way. Tax Clarity is a retirement planning software tool that provides clients with a clear... Mehr erfahren

Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lead capturing and performance management. It allows users to automatically allocate leads to sales representatives... Mehr erfahren

Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides... Mehr erfahren

Corpay is a cloud-based accounts payable solution, which helps enterprises across education, construction, hospitality, healthcare, manufacturing and various other industries approve and process invoice payments for both domestic... Mehr erfahren

Plaid ist eine cloudbasierte Finanzlösung, mit der Nutzer eine Verbindung zwischen Anwendungen und Bankkonten herstellen können, um auf Bankdaten zuzugreifen. Die Lösung ermöglicht die Authentifizierung von Konten, die Überprüfung... Mehr erfahren

AccountsIQ is a cloud accounting software that simplifies the capture, process, and reporting of financial data. It offers intuitive tools to automate consolidation, manage budget, audit, digital VAT returns, and cash flow. It is... Mehr erfahren

SaasAnt Transactions, built for Quickbooks, is a data entry solution that helps businesses import, review, delete, and map daily transactions on a centralized platform. The history functionality allows team leaders to maintain an... Mehr erfahren

MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading robots, signals and fundamental analysis. Key features include web trading, algorithmic trading, mobile trading... Mehr erfahren

ScaleFactor is a cloud-based business accounting solution suitable for small and midsize companies. It helps businesses to automate complex accounting workflows and translate financial information into actionable insights. Key... Mehr erfahren

Coconut is a cloud-based appointment scheduling solution designed for enterprise financial services organizations such as credit unions, retail banks and more. Key features include online bookings, recurring appointments, group... Mehr erfahren

SAP S/4HANA is an integrated enterprise resource planning (ERP) software suite designed to serve businesses of size and kinds. SAP ERP is used to address the needs of many industry verticals including manufacturing, retail,... Mehr erfahren

Manage your savings, loans, and pool investments in DLS Financials to calculate interest, manage payments, and share in profits and losses over all members of your dioceses or other organization. The system reports back to the... Mehr erfahren

From discovery to purchasing, management and cancellation, Cledara is the All-in-One SaaS management platform that companies love. Cledara brings visibility and control of all your SaaS subscriptions so your company can scale... Mehr erfahren

Kani is a financial reporting and reconciliation platform that automates transactional datasets, converts complex financial data into a reconcilable format. Kani's proprietary technology allows users to build custom reports with... Mehr erfahren

Infor SunSystems is an integrated financial management, purchasing, inventory and sales management solution. Offered in multiple languages and currencies, and available for both cloud and on-premise deployment, SunSystems is... Mehr erfahren

ONESOURCE Indirect Tax is a software product suite for clients needing support with their daily tax responsibilities. It offers products that can help users determine and analyze VAT and GST as well as manage all of their... Mehr erfahren

SnapAP provides AP teams with a complete Procure-To-Pay digitized workflow, from requisition to strategic payment management. The cloud-based application is immediately available in a mobile environment. SnapAP automation... Mehr erfahren

Decision Lender is a cloud-based consumer loan origination solution that helps credit unions, banks and finance companies automate the lending process. With configurable dashboard and analytics, the platform enables users to... Mehr erfahren

Ivalua, ALL Spend, ALL Suppliers, NO Compromises. Recognized as a Leader by Gartner & Forrester, Ivalua’s Source-to-Pay suite is leveraged by over 300 leading companies across the globe to manage over $500 Billion in direct and... Mehr erfahren

PitchBook is a provider of business intelligence tools that are designed to collect different types of data from websites, press releases, filings, and so much more. PitchBook's analytic and data management tools allow users to... Mehr erfahren

Surfly bietet eine Co-Browsing- und Kollaborationstechnologie, mit der du jede Konversation von jedem Kanal aus aufrüsten kannst, als würdest du neben dem Kunden sitzen. Die Co-Browsing-Sitzung beginnt über einen Link oder mit... Mehr erfahren

Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech startups. Its API and products enable to aggregate financial data and documents, and to perform... Mehr erfahren

Centime is a financial forecasting solution that connects directly to your General Ledger and can help businesses monitor and control cash flow. Using machine learning technology, Centime uses the data from your General Ledger to... Mehr erfahren

FYIsoft enables finance and accounting teams to speed and simplify the financial close and make better data-driven decisions with its integrated platform for financial reporting, budgeting and analytics. Designed for mid to... Mehr erfahren

EzPay America is a cloud-based software that helps businesses manage processing of payments through ApplePay, Google Wallet, Samsung Pay, credit and debit cards, ACH and other modes. The platform includes iSpyFraud, a rule-based... Mehr erfahren

RightCapital is a financial planning software that helps advisors and advisors networks with budget planning and financial strategies. The cloud-based software can be deployed on-premise by installing the application on iOS and... Mehr erfahren

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing,... Mehr erfahren

FAD is a digital signature solution designed to help businesses sign and validate documents using mobile devices. It secures the transfer of information across systems using Transport Layer Security (TLS) protocols. FAD enables... Mehr erfahren

Questis meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Our innovative solution of technology and coaching provides... Mehr erfahren

D&B Credit is a cloud-based risk management solution designed to help businesses analyze credit applications and identify growth opportunities using predictive analytics. The platform enables organizations to establish custom... Mehr erfahren

Oracle FLEXCUBE is a banking management and loan servicing solution that helps businesses design, launch, and manage financial products based on multiple parameters, such as languages, currencies, entities, countries, markets,... Mehr erfahren

iMX allows leasing companies to run a smooth and efficient business by providing extensive coverage of the leasing products lifecycle. The platform provides a point of sale, where managers can check a customer's eligibility,... Mehr erfahren

Dancing Numbers is a data management solution that helps small to midsize businesses using QuickBooks to import, export, and delete transactions across the system. The solution enables managers to organize and store files, remove... Mehr erfahren

Fitsyn is a marketing automation software designed to help businesses create a customizable dashboard and identify loan opportunities. Administrators can create accounts for clients, track submitted applications and view declined... Mehr erfahren

ABLE Origination ist eine Kreditlösung für alle Arten von Finanzprodukten für Privat- oder Geschäftskunden. Die modulare Struktur macht ABLE Origination in hohem Maße skalierbar und konfigurierbar, um allen Geschäftsanforderungen... Mehr erfahren

Finsemble is a desktop integration application designed to help engineering teams in contact centers, trading, and asset management businesses connect any type of application including modern, legacy, third-party, and in-house... Mehr erfahren