# Best Financial Consulting Providers - Page 11

## How Many Financial Consulting Providers Products Does G2 Track?

**Total Products under this Category:** 288

### Category Stats (Aug 2026)

- **Average Rating:** 4.51/5 The average rating of products in this category, based on all submitted ratings

_Last updated: August 01, 2026_

## How Does G2 Rank Financial Consulting Providers Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 700+ Authentic Reviews
- 288+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Financial Consulting Providers
 ![G2 Grid® for Financial Consulting Providers plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-consulting/grids.png?focus%5B%5D=1370800&focus%5B%5D=22426&focus%5B%5D=113590&focus%5B%5D=1809429&focus%5B%5D=1132&focus%5B%5D=161000&focus%5B%5D=33426&focus%5B%5D=1244597)

Highlighted products: MSA, Deloitte Consulting, PwC, K-38 Consulting, Ernst & Young, Zeni, Fiserv, and Goldman Sachs.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-consulting/grids.json?focus%5B%5D=msa&focus%5B%5D=deloitte-consulting&focus%5B%5D=pwc-pwc&focus%5B%5D=k-38-consulting&focus%5B%5D=ernst-young&focus%5B%5D=zeni&focus%5B%5D=fiserv&focus%5B%5D=goldman-sachs)

**Sponsored**

### Yooz

Yooz is an accounts payable (AP) and Purchase to Pay (P2P) automation platform that helps organizations capture, process, manage and pay invoices through a centralized digital workflow to track approvals and related financial documents. The system is used by finance and accounting teams that need to manage invoice intake, approval routing, documentation, payments, and audit preparation across a standardized AP process. Yooz performs functions including multichannel invoice capture, general ledger coding, line-level purchase order matching, workflow orchestration, fraud identification, and electronic document retention. The platform integrates with more than 250 enterprise resource planning (ERP) and accounting systems across mid‑market and enterprise environments. Supported ecosystems include Sage, Microsoft Dynamics, Acumatica, NetSuite, and QuickBooks. Yooz accepts documents from email, document upload, scanning, mobile capture, sFTP, and structured formats such as UBL, CII, and EDIFACT. Machine learning models perform document classification, field extraction, and exception identification to support automated data processing and consistent routing across distributed teams. Yooz includes features for fraud identification through forensic AI analysis, invoice authentication, duplicate detection, and data consistency checks. The platform maintains complete audit trails, timestamps, and role‑based access permissions to support internal controls and external audit requirements. Storage and retention capabilities help organizations meet regulatory and archival needs across the AP documentation lifecycle. Reporting and analytics tools provide visibility into invoice volumes, processing times, workflow steps, and exception categories. Document search features and integrations with business intelligence platforms enable users to review transaction histories, track processing status, and analyze operational metrics across entities or locations. Organizations utilize Yooz for use cases such as invoice digitization, multi‑entity AP centralization, document archiving, fraud identification, payments, and standardized routing of recurring invoice flows. The platform supports AP teams in maintaining consistent processes and documentation practices while managing invoices from initial receipt through payment and the final posting in the ERP system. Core capabilities and benefits include: \> Multichannel invoice capture with AI–based line-level data extraction and classification \> Automated general ledger coding, two‑ and three‑way purchase order matching, and configurable workflow routing \> Fraud prevention features including fake document and duplicate detection, document validation, and data consistency checks \> Connectivity with more than 250 ERP and accounting systems for synchronized posting and data exchange \> Payment automation supporting ACH, check, and virtual card transactions, associated reporting and tracking tools, and vendor reconciliation statements

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=799&secure%5Bchosen_at%5D=2026-08-14T18%3A34%3A44Z&secure%5Bdisplayable_resource_id%5D=1360&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=74889&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=74889&secure%5Bresource_id%5D=799&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-consulting%3FhsCtaTracking%3D43f52b25-c88a-4e16-ab79-ef22ad669838%257C9fb48d28-7856-48bb-95da-ff8026d34332%26page%3D11&secure%5Btoken%5D=0e1bf687e3d9f2e7f7f055ff901fc783db6e936ce646d337d78dd27f1135f906&secure%5Burl%5D=https%3A%2F%2Fwww.getyooz.com%2Fen-us%2Fad-yooz%3Futm_source%3DG2%26utm_medium%3Dother%26utm_campaign%3Dutm_web_paid_search_G2-CTA-campaign&secure%5Burl_type%5D=custom_url)

### [GoLedger](https://www.g2.com/products/goledger/reviews)

GoLedger is a company specialized in consulting, designing and developing Private and Permissioned Blockchains solutions.

#### Who Is the Company Behind GoLedger?

- **Seller:** [GoLedger](https://www.g2.com/sellers/goledger)
- **HQ Location:** Brasília, DF
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=444e9a681a8fac534123a9a878ec56fcca9b37555b3c298f915d94f955d74cf5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgoledger%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [GreatAmerica](https://www.g2.com/products/greatamerica/reviews)

GreatAmerica is a growing national commercial equipment finance company dedicated to helping manufacturers, vendors, and dealers be more successful.

#### Who Is the Company Behind GreatAmerica?

- **Seller:** [GreatAmerica](https://www.g2.com/sellers/greatamerica)
- **Year Founded:** 1992
- **HQ Location:** Cedar Rapids, Iowa, United States
- **Twitter:** @greatamerica  
1,052 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4ec9f8d39efcea8bc1332437e029fc948e3d74a92c91389de8621e9249790570&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgreatamerica-financial-services&secure%5Burl_type%5D=linkedin_company_website)  
745 employees on LinkedIn®

### [Greenwich Associates](https://www.g2.com/products/greenwich-associates/reviews)

Greenwich Associates is the leading global provider of market intelligence and advisory services to the financial services industry.

#### Who Is the Company Behind Greenwich Associates?

- **Seller:** [Greenwich](https://www.g2.com/sellers/greenwich)
- **HQ Location:** Stamford, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e4087589158ca0ee14a7273ef01868924abd4e69320c1a82d1b5de3578052e37&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgreenwich-associates&secure%5Burl_type%5D=linkedin_company_website)  
596 employees on LinkedIn®

### [Greystone Solutions](https://www.g2.com/products/greystone-solutions/reviews)

Greystone Solutions is a Boston-based information technology solution provider.

#### Who Is the Company Behind Greystone Solutions?

- **Seller:** [Greystone Solutions](https://www.g2.com/sellers/greystone-solutions)
- **Year Founded:** 1988
- **HQ Location:** New York, New York, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e7db1b9413d44e22685040bc2d121ecd74c4baae20cf8d74c487186306739d5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgreystonecref&secure%5Burl_type%5D=linkedin_company_website)  
1,174 employees on LinkedIn®

### [Groots Valuation LLC](https://www.g2.com/products/groots-valuation-llc/reviews)

We are a boutique valuation firm providing specialized advisory services such as valuation of common stock (409A), intangibles, derivatives and private company for strategic and reporting purposes. We give personalized attention to our clients, deliver high quality valuations with a quick turnaround at a competitive price.

#### Who Is the Company Behind Groots Valuation LLC?

- **Seller:** [Groots Valuation](https://www.g2.com/sellers/groots-valuation)
- **Year Founded:** 2018
- **HQ Location:** Marlton, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd5f3f53184e36e9855976134ae03f5117aeb8e85f2ddf6da9da1e601b9d2b18&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgroots-valuation&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Guide Smart financials](https://www.g2.com/products/guide-smart-financials/reviews)

At The SEO Park, we don’t just boost your rankings — we grow your business. Our SEO services are tailored to help you get found by the right people at the right time. From keyword research and on-page optimization to high-quality link building and content strategy, we handle it all to drive real, lasting results. Whether you’re a local business or a global brand, we make sure your website stands out where it matters most — on search engines. Let’s turn clicks into customers!

#### Who Is the Company Behind Guide Smart financials?

- **Seller:** [The SEO Park](https://www.g2.com/sellers/the-seo-park)
- **Year Founded:** 2020
- **HQ Location:** Rajkot, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=908d13a088b8756dfe46e8e1b0c2ec676f9ab147122e52be00698523616b1c9b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftheseopark&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [HalalWallet](https://www.g2.com/products/halalwallet/reviews)

islamic finance comparison platform

#### Who Is the Company Behind HalalWallet?

- **Seller:** [HalalWallet](https://www.g2.com/sellers/halalwallet)
- **Year Founded:** 2025
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f574a6a223774fbb06943645b156becf6c1a0975d3e8ab82e4306203c65307a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F107710268%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Halcyon Financial Technology](https://www.g2.com/products/halcyon-financial-technology/reviews)

Halcyon's team of experienced IT professionals brings decades of experience in the financial services industry and a proven history of working together at financial services firms in key IT roles.

#### Who Is the Company Behind Halcyon Financial Technology?

- **Seller:** [Halcyon Financial Technology](https://www.g2.com/sellers/halcyon-financial-technology)
- **Year Founded:** 2010
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4815724b59f99ea96c58efb335e47af8f702c51ef5e5bea8fcfe777742bd3906&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhalcyon-financial-technology-l-p-%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

### [Harbour Rock](https://www.g2.com/products/harbour-rock/reviews)

Harbour Rock offers a distinct alternative to establishing a full-time financial back office – you get responsive, efficient, and proactive financial management advisory or outsourced CFO services on an as-needed basis. We invest the time to understand your business so we can present innovative solutions that help you achieve your goals.

#### Who Is the Company Behind Harbour Rock?

- **Seller:** [Harbour Rock](https://www.g2.com/sellers/harbour-rock)
- **Year Founded:** 2023
- **HQ Location:** Rochester, GB
- **Twitter:** @Harbour\_Rock  
241 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c0fc126e9113f0980217d630f72110d073cc5b250f13cfa84f92848eb2355a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fharbourrockcapital%2F%3ForiginalSubdomain%3Duk&secure%5Burl_type%5D=linkedin_company_website)  
52 employees on LinkedIn®

### [HOSPITAL STARTUP FINANCIAL MODEL](https://www.g2.com/products/hospital-startup-financial-model/reviews)

Can help hospitals survive in competitive conditions.

#### Who Is the Company Behind HOSPITAL STARTUP FINANCIAL MODEL?

- **Seller:** [finmodelslab.com](https://www.g2.com/sellers/finmodelslab-com)
- **Year Founded:** 2016
- **HQ Location:** Lviv, UA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5470ea5ad15f21c30161407e5de8a1eff5083cd54950dbb7d723eadc9ab55ccb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinmodelslab&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [hostfolio.app](https://www.g2.com/products/hostfolio-app/reviews)

Kill the Spreadsheet Nightmare. See Your Real Rental Margins. Most landlords and hosts are drowning in "spreadsheet mess" or trusting incomplete data from platforms like Airbnb. Your bank balance tells you what’s in the account, but it doesn't tell you if your investment is actually hitting its targets. hostfolio.app is a privacy-first desktop app (Mac & Windows) designed for private investors who want professional-grade clarity without the cloud. By turning your bank statements into a high-fidelity dashboard, you finally see what you actually keep after taxes, fees, and hidden expenses. The Local-First Difference \* 100% Offline & Private: Your financial data never leaves your machine. No cloud, no accounts, no leaks. \* Zero Manual Entry: Stop fighting with cells. Import your bank CSV/XML statements and let the app do the heavy lifting. \* Beyond the Platforms: Go deeper than Airbnb or Booking.com by integrating your actual mortgage, tax, and maintenance costs. What You Get: \* Automated Dashboards: Instant views of your monthly cash flow, expense ratios, and true gross vs. net yield. \* Granular Tracking: Categorize every credit and debit by property to see exactly where your margins are leaking. \* Interactive Analytics: Compare performance across months and categories with professional-grade charts. \* Pre-Purchase "Stress Test": Run analysis on potential new properties. Model financing and interest rate sensitivity. Built for the Modern Landlord Whether you manage one short-term rental or a small portfolio of long-term properties, hostfolio.app removes the guesswork. It’s for the investor who values their time, their privacy, and their "True North" numbers. Stop guessing. Know your numbers. Try it at hostfolio.app

#### Who Is the Company Behind hostfolio.app?

- **Seller:** [hostfolio.app](https://www.g2.com/sellers/hostfolio-app)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [IDIQ](https://www.g2.com/products/idiq/reviews)

IDIQ is a leader in financial and identity protection. Become a partner to offer your clients, customers, employees, and more industry-leading financial wellness, identity theft protection services and credit monitoring through our brands IdentityIQ® and MyScoreIQ®.  IdentityIQ® - Our Flagship Brand Focusing on Identity Theft Protection and Credit Monitoring MyScoreIQ® - Our Brand Featuring FICO® Scores with Credit and Identity Monitoring We offer multiple ways for you to add additional revenue streams to your business.\* Partner Enroll clients onto your own affiliate link and earn residual income for every enrollment!\* Referral Partner Refer other partners to us and earn a percentage of their monthly revenue every month!\* \*Terms & Conditions Apply

#### Who Is the Company Behind IDIQ?

- **Seller:** [IDIQ](https://www.g2.com/sellers/idiq)
- **Year Founded:** 2009
- **HQ Location:** Temecula, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb6ec1cb40263b6dce23dc5aa0f922d7ffe4f40867b230bc23ac239a1bf36780&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fidiqofficial&secure%5Burl_type%5D=linkedin_company_website)  
201 employees on LinkedIn®

### [Ignition Advice](https://www.g2.com/products/ignition-advice/reviews)

We help institutions providing financial advice scale their traditional advisory models by bringing together the best of human and robo-advice capabilities. Enabling them to deliver personalised digital advice through journeys that are:

#### Who Is the Company Behind Ignition Advice?

- **Seller:** [Ignition Advice](https://www.g2.com/sellers/ignition-advice)
- **Year Founded:** 2014
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=584b36002a2c3f5251e8e36d48ea19421a2020c4a83347fa5ed27fd9c869891b&secure%5Burl%5D=http%3A%2F%2Flinkedin.com%2Fcompany%2Fignitionadvice%2F&secure%5Burl_type%5D=linkedin_company_website)  
68 employees on LinkedIn®

### [Infinesse](https://www.g2.com/products/infinesse/reviews)

Infinesse is a professional bookkeeping service based in Echuca, Victoria, dedicated to helping businesses operate more efficiently. With a focus on streamlining financial processes, Infinesse offers a range of services designed to alleviate the complexities of financial management for businesses of all sizes. Key Features and Functionality: - Cloud Integrations: Infinesse specializes in integrating cloud-based accounting solutions, enabling businesses to automate financial tasks and access real-time data from anywhere. - Outsourced Bookkeeping: By managing day-to-day financial records, Infinesse ensures accuracy and compliance, allowing business owners to focus on core operations without the stress of handling accounts. - Training and Support: Offering customized training sessions, Infinesse empowers clients to effectively use accounting software and understand financial reports, fostering better financial decision-making. Primary Value and Solutions Provided: Infinesse addresses the common challenges businesses face in managing their finances by offering tailored bookkeeping solutions. Their services reduce the administrative burden associated with financial management, enhance accuracy through professional oversight, and provide valuable insights into financial performance. This comprehensive support enables businesses to operate more efficiently, make informed decisions, and achieve their financial goals with confidence.

#### Who Is the Company Behind Infinesse?

- **Seller:** [Infinesse](https://www.g2.com/sellers/infinesse)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [infinibusiness](https://www.g2.com/products/infinibusiness/reviews)

Designed for cross-border commerce, SaaS, and digital entertainment, Infini is a financial OS built to accelerate your growth in the AI era. We combine fiat and crypto architecture with autonomous AI Agents that act as your digital financial operators. From global acquiring and card issuing to expense management, our platform helps you maximize revenue conversions, optimize capital velocity, and put your financial operations on autopilot.

#### Who Is the Company Behind infinibusiness?

- **Seller:** [infini money](https://www.g2.com/sellers/infini-money)
- **HQ Location:** Wilmington, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6b204f184bf3d0a3ad2c730f4aeb5a87ce8baeacafa88f490ca29cc78eeb558d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F106401589%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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- [Bookkeeping Services](/categories/bookkeeping-services)

- [Business Process Outsourcing (BPO) Service](/categories/business-process-outsourcing-bpo-service)
- [Enterprise Performance Management (EPM) Consultants](/categories/enterprise-performance-management-epm-consultants)
- [Investment Firms](/categories/investment-firms)
- [Other Business Finance](/categories/other-business-finance)

- [Tax Credit Providers](/categories/tax-credit-providers)
- [Tax Services](/categories/tax-services)

[Browse Financial Consulting Themes](/categories/financial-consulting/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

Financial consulting firms provide businesses with financial advice in order to improve financial strategy, create more efficient procedures, and ultimately maximize revenue. With an in-depth understanding of the fiscal world, financial consultants carefully examine monetary aspects of businesses and are often able to offer insight that may not be apparent to those within the organization. Businesses will typically work with financial consultants during times of slow growth or while facing other uncertainties. Typically, financial consultants work directly with a company’s chief financial officer or someone in a related role. Some financial consultants work in independent firms, while others work within [accounting firms](https://www.g2.com/categories/accounting-firms) or larger consulting firms.

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