# Best Other Finance Software *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* The other finance & insurance category encompasses products that deliver relevant functionality but do not align precisely with G2’s defined subcategories. This includes solutions with specialized, emerging, or cross-functional capabilities. These products offer a diverse range of financial and insurance-related services, from tax optimization and social security planning to business valuation and digital banking. They provide tools for financial advisors, contractors, and businesses to enhance decision-making, streamline operations, and improve client engagement. Key features often include advanced analytics, integration capabilities, compliance monitoring, and user-friendly interfaces, enabling users to manage financial tasks efficiently. To qualify for inclusion in the Other Finance & Insurance category, a product must: - Offer specialized financial or insurance functionalities that do not fit into existing financial services categories - Provide tools or services that enhance financial decision-making, streamline operations, or improve client engagement in unique or emerging ways ## How Many Other Finance Software Products Does G2 Track? **Total Products under this Category:** 857 ### Category Stats (May 2026) - **Average Rating**: 4.32/5 - **New Reviews This Quarter**: 13 - **Buyer Segments**: Mid-Market 37% │ Enterprise 37% │ Small-Business 26% - **Top Trending Product**: SAP Multi-Bank Connectivity (+0.041) *Last updated: May 18, 2026* ## How Does G2 Rank Other Finance Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 500+ Authentic Reviews - 857+ 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. ## Which Other Finance Software Is Best for Your Use Case? - **Leader:** [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) - **Highest Performer:** [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - **Easiest to Use:** [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - **Top Trending:** [LexisNexis RiskView](https://www.g2.com/products/lexisnexis-riskview/reviews) - **Best Free Software:** [Capitaliz](https://www.g2.com/products/capitaliz/reviews) ## What Are the Top-Rated Other Finance Software Products in 2026? ### 1. [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) SAP Multi-Bank Connectivity (MBC) is a secure, cloud-based financial network that centralizes and automates the exchange of messages and files between a corporate ERP system and all of its financial institutions globally. Built on the SAP Business Technology Platform (BTP), MBC eliminates the need for managing multiple bank portals and disparate connectivity methods. It provides native support for industry standards like SWIFT and EBICS, enabling secure and automated transmission of outbound payment instructions and the immediate receipt of inbound bank statements and payment statuses. This tight integration ensures real-time cash visibility, accelerates payment reconciliation, and strengthens auditability across all treasury operations. **Average Rating:** 4.3/5.0 **Total Reviews:** 29 **How Do G2 Users Rate SAP Multi-Bank Connectivity?** - **Quality of Support:** 8.5/10 (Category avg: 8.5/10) - **Ease of Use:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind SAP Multi-Bank Connectivity?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,228 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,341 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting, Banking - **Company Size:** 40% Enterprise, 27% Mid-Market ### 2. [LexisNexis RiskView](https://www.g2.com/products/lexisnexis-riskview/reviews) RiskView™ goes beyond traditional credit reference histories to provide a second layer of risk assessment that augments a typical Credit Bureau score. Our solution leverages alternative credit data like high-cost short-term loan or online lending data, plus non-credit event data like asset ownership or property data, to reveal a more complete view of a consumer’s circumstances. **Average Rating:** 4.4/5.0 **Total Reviews:** 15 **How Do G2 Users Rate LexisNexis RiskView?** - **Quality of Support:** 9.0/10 (Category avg: 8.5/10) - **Ease of Use:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind LexisNexis RiskView?** - **Seller:** [LexisNexis Risk Solutions](https://www.g2.com/sellers/lexisnexis-risk-solutions) - **HQ Location:** Alpharetta, Georgia, United States - **LinkedIn® Page:** https://www.linkedin.com/company/lexisnexis-risk-solutions (9,775 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Mid-Market #### What Are LexisNexis RiskView's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Accuracy (1 reviews) - Centralization (1 reviews) - Data Management (1 reviews) - Features (1 reviews) **Cons:** - Poor Reporting (1 reviews) - Poor Search (1 reviews) - Time-Consumption (1 reviews) ### 3. [TaxGPT](https://www.g2.com/products/taxgpt/reviews) What is TaxGPT? TaxGPT is an AI-powered tax operating system created by tax professionals, for tax professionals, to boost your tax and accounting firm’s productivity and profitability by 10x. It simplifies complex tax research, memo writing, IRS notice replies, return reviews, document analysis, and client communications. TaxGPT Tax Research Stop wasting hours digging through tax libraries and search results. TaxGPT's AI tax research engine delivers authoritative, cited answers to complex federal, state, local, - even Canadian tax questions in seconds, not hours. Our research is powered by proprietary AI models trained on millions of verified tax documents, constantly updated with the latest IRS/CRA guidance, court decisions, and legislative changes. Ask questions in plain language, just like you'd ask a colleague, and get detailed answers backed by authoritative verifiable sources every time. Upload client documents, tax returns, IRS notices, financial statements, and more, and TaxGPT analyzes them to provide personalized research based on your client's unique context, not generic responses. - Get cited answers in seconds, not hours - Real-time access to U.S. federal, state, local, and Canadian tax law - Every response includes authoritative citations to IRC, Treasury Regulations, court cases, and rulings - Document analysis delivers context-aware, client-specific insights TaxGPT Tax Writer Writing tax memos, IRS notice responses, client emails, and engagement letters shouldn't consume your day. TaxGPT's AI Tax Writer drafts professional, accurate communications instantly, customized to your firm's voice and your client's needs. Generate tax position memos, respond to IRS and CRA notices (CP2000, CP14, CP501, CP504), draft client communications explaining complex strategies, create engagement letters, and produce marketing content, all grounded in authoritative tax law with proper citations where needed. - Draft comprehensive documents in a fraction of the time - Maintain professional tone across all communications - Customize content to fit your firm's unique voice - Integrated with research results for seamless workflow TaxGPT Matrix: Multi Jurisdiction Research Stop running the same query 20 different times across jurisdictions. TaxGPT Matrix lets you ask any tax question once, select your jurisdictions, and instantly receive a fully cited comparison table, organized, editable, and export-ready. Perfect for SALT practitioners, multi-state compliance, and advisory work where you need jurisdiction-specific answers without the manual compilation nightmare. - Run one query across multiple states simultaneously - Dynamic, AI-powered results (not static charts) - Export professional PDFs with citations included - Covers federal, state, and territorial tax law Agent Andrew Transform your quality control process with Agent Andrew, an AI agent that automates up to 90% of tax return reviews. Agent Andrew analyzes prepared returns (1040, 1065, 1120, 1120-S, and more) and generates detailed reports with color-coded findings: - Red Flags: Critical errors increasing audit risk (transcription errors, omissions, classification mistakes) - Yellow Flags: Cautionary items requiring review (carryovers, misclassified data, bank information verification) - Green Flags: Missed tax savings opportunities (home office deductions, retirement contributions, depreciation elections) Upload a return, customize the review to your firm's checklist, and receive a comprehensive analysis highlighting what matters most, ensuring accuracy, compliance, and maximized client benefits. Client Intelligence: Your Tax Firm's Command Center Stop juggling spreadsheets, email threads, and scattered documents. Client Intelligence centralizes every client detail, document, research thread, and communication in one intelligent dashboard. Complete client profiles with relationship mapping, entity structures, and filing history. AI-powered memory that reads and organizes every uploaded document, delivering year-by-year tax history and personalized responses that improve over time. Instant search across clients, documents, tax years, and even content within files using tax-specific intelligence. Create multiple research and writing threads for each client or issue, audit defense, multi-year analysis, strategic planning, all organized, searchable, and tied to the client's full tax context. - Manage individuals, businesses, partnerships, and complex entities in one place - Automatic document matching and intelligent categorization - Entity relationship mapping - Version tracking and complete audit trail Security & Compliance Your clients' financial data deserves the highest protection. TaxGPT secures all data with: - AES-256 encryption for data in transit and at rest - SOC 2 Type II compliant - Hosted onshore using Amazon AWS and Microsoft Azure - Zero data training: Your firm's and clients' data is never used to train AI models - PII redaction and role-based access controls Model-Agnostic Approach TaxGPT is model-agnostic. We don't lock into a single AI provider or architecture. Instead, we continuously evaluate and deploy the best-performing models for tax research as the technology evolves. AI is advancing rapidly. The best model today won't be the best model in six months. Model-agnostic architecture means TaxGPT gets better automatically as AI improves, without you waiting for vendor upgrades or platform migrations. The proprietary layer is what makes this work for tax. We've fine-tuned our system on millions of real-world tax scenarios, trained by CPAs and tax attorneys. This tax-specific training sits on top of whatever foundation models perform best, ensuring the system understands firm workflows, client situations, and practical application beyond theoretical knowledge. Hallucination-Free AI Responses TaxGPT leverages advanced AI algorithms, including proprietary hallucination control, to ensure the accuracy of every response. Our team of tax professionals review the responses generated to ensure their accuracy, with no fluff or hallucinations. Our AI is trained on extensive tax laws, providing you with the latest, most reliable information so you can confidently make decisions. **Average Rating:** 4.5/5.0 **Total Reviews:** 16 **How Do G2 Users Rate TaxGPT?** - **Quality of Support:** 8.5/10 (Category avg: 8.5/10) - **Ease of Use:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind TaxGPT?** - **Seller:** [TaxGPT](https://www.g2.com/sellers/taxgpt) - **Company Website:** https://www.taxgpt.com/ - **Year Founded:** 2023 - **HQ Location:** San Francisco, US - **Twitter:** @asktaxgpt (1,372 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/taxgpt (45 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 63% Small-Business, 6% Mid-Market ### 4. [Square Banking](https://www.g2.com/products/square-banking/reviews) Square Banking is a fully integrated suite of financial tools that helps small businesses manage cash flow, access capital, and make smarter financial decisions — all from one connected ecosystem. Built into the same platform sellers use to run their business, Square Banking combines free business checking and savings, automated financial tools and credit access, giving sellers deeper control, visibility, and confidence with their money. Key Products: Square Checking\*: Square Checking is a free, integrated business checking account and debit card that gives you instant access to your Square sales, so you can manage and spend your money in real-time. Pay for inventory, utilities, and vendors on your terms — with your account and routing numbers, Bill Pay, or checks. With Instant Payouts, earnings from delivery platforms like DoorDash and Uber Eats are also deposited into the account immediately — no delays. There are no monthly fees, overdraft charges, or minimum balance requirements, making it a flexible and reliable solution for small business banking. Square Savings\*\*: Square Savings is a free business savings account that helps you automatically budget, save, and stay organized — all while earning competitive APY. Automatically set aside a percentage of each sale and plan ahead for key expenses like taxes, supplies, bills, and more. Use folders to organize your money in real time, and get personalized recommendations to help budget effortlessly. Square Loans\*\*\*: Fast funding, made simple. Square Loans offers custom loan amounts based on factors like your sales history — no lengthy applications, no ongoing interest, and just one flat fee. Repay automatically from your daily Square sales, and get funds instantly deposited to your Square Checking account once approved. Why Square Banking? Square Banking gives you seamless control over your finances — all in one place. Access your sales instantly and unlock credit tailored to your business. Automate your savings, stay on top of expenses, and simplify your bill payments. No monthly fees, no minimums, no overdrafts. Built into the ecosystem over 4M+ business already use. Disclosures: Square, the Square logo, Square Financial Services, Square Capital, and others are trademarks of Block, Inc. and/or its subsidiaries. Square Financial Services, Inc. is a wholly owned subsidiary of Block, Inc. Block, Inc. is not a bank. Banking services are provided by Square Financial Services, Inc. or Sutton Bank; Members FDIC. Square Checking and Debit Card: \*Block, Inc. is a financial services platform and not an FDIC-insured bank. FDIC deposit insurance coverage only protects against the failure of an FDIC-insured deposit institution. If you have a Square Checking account, up to $250,000 of your balance may be covered by FDIC insurance on a pass-through basis through Sutton Bank, Member FDIC, subject to aggregation of the account holder’s funds held at Sutton Bank and if certain conditions have been met. Square Debit Card is issued by Sutton Bank, Member FDIC, pursuant to a license from Mastercard. See Terms and Conditions (https://squareup.com/us/en/legal/general/sqchecking-tos). Square Debit Card is issued by Sutton Bank, Member FDIC, pursuant to a license from Mastercard. Instant availability of Square Payments. Funds generated through Square’s payment processing services are generally available in the Square Checking account balance immediately after a payment is processed. Fund availability times may vary due to technical issues. Instant availability does not apply to funds added to the Square Checking account via ACH transfer. ACH credit transfers to your account may take 1–2 business days. Instant Payouts services require a Square Checking account. Funds provided through Instant Payouts services are generally available in the Square Checking account balance immediately after an order is processed. Fund availability times may vary due to technical issues. If an order is not paid out instantly, it will be available according to your regular deposit schedule. Payout limits, including limits on payout amounts, may apply. Square Savings: Savings accounts are provided by Square Financial Services, Inc. Member FDIC. \*\*Accrue annual percentage yield (APY) of 1.00% per folder on folder balances over $10. APY subject to change, current as of 2/18/2025. No minimum deposit is required to open an account. Accounts will not be charged monthly fees. Accounts are FDIC-insured up to $2,500,000. Pending balances are not subject to FDIC insurance. The rate of our savings account is more than 2x the national average of 0.41% APY, based on the national average of savings accounts rates published in the FDIC Weekly National Rates and Rate Caps accurate as of 1/21/2025. Square Loans: \*\*\*All loans are issued by Square Financial Services, Inc. Actual fee depends upon payment card processing history, loan amount and other eligibility factors. A minimum payment of 1/18th of the initial loan balance is required every 60 days and full loan repayment is required within 18 months. Loan eligibility is not guaranteed. All loans are subject to credit approval. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Square Banking?** - **Quality of Support:** 9.4/10 (Category avg: 8.5/10) - **Ease of Use:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Square Banking?** - **Seller:** [Block](https://www.g2.com/sellers/block) - **Year Founded:** 2009 - **HQ Location:** Oakland, California - **Twitter:** @Square (310,054 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joinblock/ (12,465 employees on LinkedIn®) - **Ownership:** NYSE:SQ **Who Uses This Product?** - **Company Size:** 91% Small-Business, 9% Mid-Market ### 5. [Joist](https://www.g2.com/products/evercommerce-joist/reviews) Joist is a comprehensive mobile and web application designed specifically for contractors to streamline their business operations. It enables professionals to create detailed estimates and invoices, accept payments, and manage projects efficiently from any location. By integrating essential tools into a single platform, Joist helps contractors save time, enhance professionalism, and accelerate payment processes. Key Features and Functionality: - Estimates: Quickly generate professional estimates, allowing contractors to win more clients on-the-spot. - Invoices: Customize and send professional invoices with ease, featuring company logos and personalized messages. - Payments: Accept online payments via credit card, debit card, or eCheck, facilitating faster transactions and reducing the need for in-person collections. - Client Management: Securely store and access client information from any device, ensuring efficient communication and record-keeping. - QuickBooks Sync: Automate bookkeeping by syncing jobs and clients with QuickBooks Online accounts. - Homeowner Financing: Offer financing options to clients, increasing the likelihood of winning jobs and upselling services. Primary Value and Solutions Provided: Joist addresses common challenges faced by contractors, such as time-consuming paperwork, delayed payments, and client management inefficiencies. By offering a unified platform for estimating, invoicing, and payment processing, Joist empowers contractors to: - Save Time: Complete administrative tasks on-site or on-the-go, reducing the need for after-hours paperwork. - Win More Jobs: Deliver prompt and professional estimates, increasing the chances of securing projects. - Get Paid Faster: Simplify the payment process for clients, leading to quicker payments and improved cash flow. With over 1.3 million contractors utilizing the platform and processing transactions exceeding $85 billion, Joist has established itself as a trusted solution in the contracting industry. **Average Rating:** 4.1/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Joist?** - **Quality of Support:** 8.3/10 (Category avg: 8.5/10) - **Ease of Use:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Joist?** - **Seller:** [EverPro](https://www.g2.com/sellers/everpro) - **Year Founded:** 2016 - **HQ Location:** Denver, US - **LinkedIn® Page:** https://www.linkedin.com/company/evercommerce/ (1,751 employees on LinkedIn®) - **Ownership:** NASDAQ: EVCM **Who Uses This Product?** - **Top Industries:** Construction - **Company Size:** 84% Small-Business, 10% Mid-Market ### 6. [BBVA Payments API](https://www.g2.com/products/bbva-payments-api/reviews) Start sending and receiving money today with our secure transfer fund capabilities that will grow your business and attract more customers. **Average Rating:** 4.6/5.0 **Total Reviews:** 22 **How Do G2 Users Rate BBVA Payments API?** - **Quality of Support:** 9.2/10 (Category avg: 8.5/10) - **Ease of Use:** 9.6/10 (Category avg: 8.6/10) **Who Is the Company Behind BBVA Payments API?** - **Seller:** [BBVA](https://www.g2.com/sellers/bbva) - **Year Founded:** 1857 - **HQ Location:** Bilbao, Vizcaya - **Twitter:** @bbva (2,017,632 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bbva/ (131,616 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 73% Small-Business, 18% Mid-Market ### 7. [WhatsApp & WeChat Capture](https://www.g2.com/products/whatsapp-wechat-capture/reviews) VoxSmart's Mobile Capture solution offers real-time, multichannel mobile communication capture for Android and iOS devices, ensuring comprehensive compliance across organizations. It seamlessly records all mobile communications, including calls, voicemails, SMS, and instant messaging platforms like WhatsApp, without compromising user experience or functionality. Key Features and Functionality: - Calls & Voicemail: Provides crystal-clear, network-grade voice capture on any device, ensuring high-quality recordings. - SMS Capture: Securely captures and archives text messages across all networks, adhering to global regulatory standards. - Instant Messaging: Enables compliant communication on leading chat platforms, including WhatsApp, without requiring new numbers and supporting both mobile and desktop applications. - Network Agnostic: Operates independently of network providers, functioning seamlessly across various networks. - Proactive Compliance: Automatically monitors compliance and proactively alerts users to potential breaches. - Real-time Capture: Records communications as they occur, making them immediately available for investigation. - Native WhatsApp Capture: Allows users to utilize WhatsApp with full features and functionality, ensuring compliance without altering user experience. - Deployment Flexibility: Available for download via official app stores or deployable globally using any Mobile Device Management platform. Primary Value and User Solutions: VoxSmart's Mobile Capture addresses the critical need for regulated organizations to monitor and archive mobile communications in compliance with global regulations. By providing a comprehensive, real-time capture solution that integrates seamlessly with existing workflows, it ensures organizations can meet compliance requirements without disrupting daily operations. This solution mitigates the risk of non-compliance penalties, enhances transparency, and supports a globally distributed, hybrid workforce by maintaining consistent coverage and connectivity without international calling fees. **Average Rating:** 4.7/5.0 **Total Reviews:** 14 **How Do G2 Users Rate WhatsApp & WeChat Capture?** - **Quality of Support:** 8.8/10 (Category avg: 8.5/10) - **Ease of Use:** 9.9/10 (Category avg: 8.6/10) **Who Is the Company Behind WhatsApp & WeChat Capture?** - **Seller:** [VoxSmart](https://www.g2.com/sellers/voxsmart) - **Year Founded:** 2006 - **HQ Location:** London, GB - **Twitter:** @VoxSmartGlobal (1,342 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/voxsmart (67 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 56% Small-Business, 25% Mid-Market ### 8. [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) Our Customer API allows you to register customers in our bank core so that you can offer them accounts, payments, cards and other white label banking products. **Average Rating:** 4.4/5.0 **Total Reviews:** 27 **How Do G2 Users Rate BBVA Customer API?** - **Quality of Support:** 9.1/10 (Category avg: 8.5/10) - **Ease of Use:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind BBVA Customer API?** - **Seller:** [BBVA](https://www.g2.com/sellers/bbva) - **Year Founded:** 1857 - **HQ Location:** Bilbao, Vizcaya - **Twitter:** @bbva (2,017,632 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bbva/ (131,616 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 66% Small-Business, 24% Mid-Market ### 9. [Simple](https://www.g2.com/products/simple/reviews) With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android. **Average Rating:** 4.4/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Simple?** - **Quality of Support:** 8.3/10 (Category avg: 8.5/10) - **Ease of Use:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Simple?** - **Seller:** [Simple Finance](https://www.g2.com/sellers/simple-finance) - **Year Founded:** 2009 - **HQ Location:** Portland, US - **LinkedIn® Page:** https://www.linkedin.com/company/1734121/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market ### 10. [Safeguard Capital](https://www.g2.com/products/safeguard-capital/reviews) Safeguard Capital is a leading provider of tailored insurance solutions for the high-stakes worlds of finance, forex, and cryptocurrency. Our mission is to empower individuals and institutions with comprehensive asset protection against risks such as market volatility,fraud, cyber threats, and technological failures. With a focus on customized coverage, advanced risk management, and recovery services, we offer peace of mind for investors navigating today’s rapidly changing markets. Our team combines industry expertise with cutting-edge technology, providing 24/7 monitoring and a swift claims process designed to support you when it matters most. **Average Rating:** 4.8/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Safeguard Capital?** - **Quality of Support:** 10.0/10 (Category avg: 8.5/10) - **Ease of Use:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Safeguard Capital?** - **Seller:** [Safeguard Capital](https://www.g2.com/sellers/safeguard-capital) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/safeguardcapital (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 64% Small-Business, 7% Enterprise ### 11. [AppNomu](https://www.g2.com/products/appnomu-2023-02-14/reviews) As an industry leader, we take it as our responsibility to help businesses in acquiring their deserved place in the market. AppNomu strongly believes in building something that turns small startups into globally leading organizations. Our dedicated team works on the project to deliver them within the given deadline. And better at an affordable price that does not strain. **Average Rating:** 4.8/5.0 **Total Reviews:** 12 **How Do G2 Users Rate AppNomu?** - **Quality of Support:** 9.3/10 (Category avg: 8.5/10) - **Ease of Use:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind AppNomu?** - **Seller:** [AppNomu Business Services](https://www.g2.com/sellers/appnomu-business-services-29d11a35-bda2-45b6-833d-5c95ebda20ea) - **Year Founded:** 2021 - **HQ Location:** Bugiri Municipality UG - **LinkedIn® Page:** https://www.linkedin.com/company/our-appnomu/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 92% Mid-Market, 54% Small-Business ### 12. [Tax Clarity](https://www.g2.com/products/tax-clarity/reviews) Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with your clients. **Average Rating:** 4.6/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Tax Clarity?** - **Quality of Support:** 9.6/10 (Category avg: 8.5/10) - **Ease of Use:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Tax Clarity?** - **Seller:** [Covisum](https://www.g2.com/sellers/covisum) - **Year Founded:** 2016 - **HQ Location:** Omaha, Nebraska - **Twitter:** @Covisum (187 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/12954980/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business ### 13. [Covisum Social Security Timing](https://www.g2.com/products/covisum-social-security-timing/reviews) Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Core features: -Quick, accurate, easy Social Security strategy identification and comparison -View alternate Social Security strategies -Break-even chart to see which strategy produces the best result over all life expectancy combinations -Marketing tools, including a client-facing seminar, brochure, and direct mailer example -Access to awesome support, industry expertise and training **Average Rating:** 4.5/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Covisum Social Security Timing?** - **Quality of Support:** 9.5/10 (Category avg: 8.5/10) - **Ease of Use:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Covisum Social Security Timing?** - **Seller:** [Covisum](https://www.g2.com/sellers/covisum) - **Year Founded:** 2016 - **HQ Location:** Omaha, Nebraska - **Twitter:** @Covisum (187 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/12954980/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business ### 14. [Swaap](https://www.g2.com/products/swaap/reviews) Swaap is a next-generation market-making protocol offering services to large liquidity providers, aggregators, and other partners. **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Swaap?** - **Quality of Support:** 9.4/10 (Category avg: 8.5/10) - **Ease of Use:** 9.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Swaap?** - **Seller:** [APESU](https://www.g2.com/sellers/apesu) - **Year Founded:** 2021 - **HQ Location:** N/A - **Twitter:** @SwaapFinance (15,436 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/swaap-labs/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 15. [Capitaliz](https://www.g2.com/products/capitaliz/reviews) The number of privately owned businesses and the total value of those business assets is substantial, therefore, any work that can be done to improve the likelihood of those owners being able to adopt, implement and successfully exit using the most appropriate strategy should be of genuine interest and concern to all stakeholders. Understanding the key drivers of exit choice and empowering owners and advisers to understand better their options and the key factors that drive exit choice has a significant economic impact. The baby boomer demographic is an international issue, widely sprouted as the “largest transfer of wealth in history.” A large part of that wealth is made up of privately held businesses, and successfully exiting can be a life-changing event for the owner/s. Our hope is that Capitaliz contributes to a far better understanding of exit strategies and their drivers and some of the critical opportunities to improve outcomes for business owners by accelerating business value. **Average Rating:** 4.8/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Capitaliz?** - **Quality of Support:** 9.3/10 (Category avg: 8.5/10) - **Ease of Use:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Capitaliz?** - **Seller:** [Capitaliz](https://www.g2.com/sellers/capitaliz) - **Year Founded:** 2020 - **HQ Location:** Denver, US - **Twitter:** @capitaliz_com (28 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/capitaliz/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Management Consulting - **Company Size:** 63% Small-Business ### 16. [AdvizorPro](https://www.g2.com/products/advizorpro/reviews) AdvizorPro is an AI-driven intelligence platform that helps asset managers, wealthtech firms, and the broader financial services industry understand and engage the wealth management market. At its core, AdvizorPro focuses on the U.S. Registered Investment Advisor (RIA), Broker-Dealer, and family-office landscape - segments that are fragmented, fast-growing, and critical for distribution, recruiting, and strategic planning. Unlike static lists or directories, AdvizorPro continuously ingests and normalizes data from multiple sources, including SEC filings, advisor websites, partner databases, and state insurance records. Proprietary AI models clean, link, and enrich this data, creating a living dataset that reflects the true structure of firms, teams, and decision-makers. The same AI layer also extracts deeper intelligence—such as growth signals, investment themes, , tech stack details, or team hierarchies so that users can move from raw data to actionable insights. Key capabilities include: Comprehensive RIA & Family Office Coverage - Unified profiles of firms and advisor teams, including hierarchy, AUM, tech stack, investment approach, and decision-makers. AI-Powered Data Structuring, Discovery, & Analysis - AI models collect, standardize, and continuously analyze data while enabling natural-language and field-based search across millions of records. Intelligent Lead Scoring & Growth Signals - Algorithms surface firms showing expansion, leadership changes, or new investment trends to prioritize outreach and identify opportunities early. Seamless CRM Integrations - Two-way connections with Salesforce, HubSpot, Microsoft Dynamics and other systems, plus webhooks and export options, embed AdvizorPro intelligence directly into daily sales and marketing processes. AdvizorPro integrations are purpose-built for the financial services industry, delivering reliability, depth, and functionality that align with real RIA, Broker-Dealer, and family-office use cases. Specialized Modules for Deeper Insight - Tools such as TrafficIQ for identifying anonymous website visitors and ContactIQ for complete team structures give users additional context for prospecting and recruiting. By combining deep and continuous data collection with AI-driven structuring and analysis, AdvizorPro provides a single source of truth for organizations seeking to understand, segment, and engage RIAs, Broker-Dealers, and family offices. Teams use the platform to inform distribution strategy, enhance advisor recruitment, monitor market shifts, and strengthen client acquisition efforts - all from a constantly updated, intelligence-rich environment. **Average Rating:** 4.8/5.0 **Total Reviews:** 12 **How Do G2 Users Rate AdvizorPro?** - **Quality of Support:** 10.0/10 (Category avg: 8.5/10) - **Ease of Use:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind AdvizorPro?** - **Seller:** [AdvizorPro](https://www.g2.com/sellers/advizorpro) - **Company Website:** https://www.advizorpro.com - **Year Founded:** 2018 - **HQ Location:** Atlanta, US - **LinkedIn® Page:** https://www.linkedin.com/company/advizorpro (38 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business #### What Are AdvizorPro's Pros and Cons? **Pros:** - Customer Support (3 reviews) - Helpful (3 reviews) - Data Accuracy (2 reviews) - Features (2 reviews) - CRM Integration (1 reviews) **Cons:** - Expensive (1 reviews) - Filtering Difficulty (1 reviews) ### 17. [irsLogics](https://www.g2.com/products/irslogics/reviews) Web-based CRM software for tax resolution firms Lead Management. **Average Rating:** 4.2/5.0 **Total Reviews:** 9 **How Do G2 Users Rate irsLogics?** - **Quality of Support:** 9.6/10 (Category avg: 8.5/10) - **Ease of Use:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind irsLogics?** - **Seller:** [Intellirose Solutions](https://www.g2.com/sellers/intellirose-solutions) - **HQ Location:** N/A - **Twitter:** @Logicscrm (1,944 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 56% Small-Business, 44% Mid-Market ### 18. [Pitchwise](https://www.g2.com/products/pitchwise/reviews) Pitchwise is a secure document sharing and virtual data room platform designed for founders, operators, and deal teams who regularly share high-stakes documents externally. Most teams still send critical materials — pitch decks, proposals, reports, financials, and legal documents — as static files or generic links. Once those documents leave the company, visibility disappears. You do not know whether they were reviewed, forwarded internally, or ignored. Pitchwise replaces that uncertainty with structured document sharing and engagement visibility. Instead of sending attachments or open folders, teams share controlled links that allow them to monitor how recipients interact with the documents. Pitchwise shows who opened the file, how long they spent reviewing it, and which sections attracted the most attention. This behavioral insight helps teams prioritise follow-ups and understand stakeholder interest more clearly. For companies preparing for fundraising or due diligence, Pitchwise also provides secure data rooms where sensitive documents can be organized and shared with investors or partners. Permissions can be configured to control who can view, download, or access specific materials, ensuring confidential information remains protected throughout the process. Access control remains dynamic throughout the lifecycle of a deal. If discussions pause, access can be revoked or restricted instantly, maintaining full control over sensitive materials. Pitchwise is designed around the reality that modern business decisions often happen outside the company’s internal tools. Pitch decks, financial models, partnership proposals, and board updates circulate across investors, partners, and stakeholders. By combining structured sharing with engagement visibility, Pitchwise helps teams move from reactive document sharing to a more deliberate workflow where every interaction with critical documents becomes observable and actionable. Pitchwise is particularly useful for: • startup founders managing fundraising processes • teams preparing due diligence materials • operators distributing board or investor updates • sales teams sharing complex proposals • partnerships teams coordinating strategic agreements Pitchwise also offers plug-and-play deck templates, curated investor lists, and a growing library of 200+ fundraising resources. Free to start, with Starter Plan at just $13/user per month and Pro Plan at $24/user per month. **Average Rating:** 4.7/5.0 **Total Reviews:** 9 **How Do G2 Users Rate Pitchwise?** - **Quality of Support:** 8.3/10 (Category avg: 8.5/10) - **Ease of Use:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Pitchwise?** - **Seller:** [Bantaba](https://www.g2.com/sellers/bantaba) - **Year Founded:** 2021 - **HQ Location:** Stockholm , SE - **LinkedIn® Page:** https://www.linkedin.com/company/bantaba/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 19. [Cascade Debt](https://www.g2.com/products/cascade-debt/reviews) Debt is complicated, Cascade makes it easy. Your all-in-one platform purpose built to structure, monitor, and manage debt financing. We act as a neutral data agent and single source of truth for all parties involved in the transaction. From simple on-balance sheet corporate loans to more complex multi-class off-balance sheet debt facilities, we've got you covered. Get started at cascadedebt.com. **Average Rating:** 5.0/5.0 **Total Reviews:** 21 **How Do G2 Users Rate Cascade Debt?** - **Quality of Support:** 9.8/10 (Category avg: 8.5/10) - **Ease of Use:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Cascade Debt?** - **Seller:** [Cascade Debt](https://www.g2.com/sellers/cascade-debt) - **Year Founded:** 2022 - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://www.linkedin.com/company/cascadedebt/about/ (24 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 57% Small-Business, 33% Mid-Market ### 20. [Firm58](https://www.g2.com/products/firm58/reviews) MANAGE BILLING, PAYMENTS, COMPENSATION, POSITIONS, AND CLIENT COMMISSION AGREEMENTS ACROSS ASSET CLASSES, INCLUDING EQUITIES, OPTIONS FOREIGN EXCHANGE, AND FIXED INCOME. Ignite's Firm58 solution is a financial management software platform that automates capital markets firms' middle- and back-office processes across asset classes to provide insight into commissions, fees and compliance. The SaaS platform offers solutions for billing (revenue management), profitability analysis (exchange fee management), commission sharing arrangements/soft dollar management, and surveillance & compliance. As trades are divided across multiple execution venues, it becomes difficult to effectively manage fees, commissions and compliance. From billing or revenue management to regulatory compliance, the Firm58 platform gives businesses the reporting and analytics capabilities needed to identify valuable cost insights and quickly respond to changing market conditions. Clients include global market exchanges and execution venues, leading institutional brokerages, clearing and non-clearing broker-dealers and proprietary trading firms. The platform frees companies from the cost and maintenance of on-site infrastructure, with convenient access via your browser. For more information, visit: ignitetech.com/firm58 **Average Rating:** 4.1/5.0 **Total Reviews:** 7 **How Do G2 Users Rate Firm58?** - **Quality of Support:** 8.6/10 (Category avg: 8.5/10) - **Ease of Use:** 7.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Firm58?** - **Seller:** [Ignite Enterprise Software Solutions](https://www.g2.com/sellers/ignite-enterprise-software-solutions) - **HQ Location:** Austin, TX - **Twitter:** @ignitetech (493 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/21226/ (375 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 50% Small-Business, 38% Mid-Market ### 21. [Community Banking Systems](https://www.g2.com/products/community-banking-systems/reviews) Community Banking Systems is a document imaging & loan management for community banks which helps in banking compliance,audit preparation, etc. **Average Rating:** 4.4/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Community Banking Systems?** - **Quality of Support:** 9.4/10 (Category avg: 8.5/10) - **Ease of Use:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Community Banking Systems?** - **Seller:** [Genesis Banking](https://www.g2.com/sellers/genesis-banking) - **Year Founded:** 1995 - **HQ Location:** Peachtree Corners, Georgia, United States - **LinkedIn® Page:** https://www.linkedin.com/company/alogent-corp (196 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Enterprise ### 22. [Naviplan](https://www.g2.com/products/naviplan/reviews) Advicent is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future. Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. **Average Rating:** 4.0/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Naviplan?** - **Quality of Support:** 8.3/10 (Category avg: 8.5/10) - **Ease of Use:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Naviplan?** - **Seller:** [Advicent](https://www.g2.com/sellers/advicent) - **Year Founded:** 1969 - **HQ Location:** Milwaukee, US - **Twitter:** @NaviPlan (2,566 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4984449 (29 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 71% Small-Business, 14% Enterprise ### 23. [PowerOn](https://www.g2.com/products/poweron/reviews) Institutions can, for example, design and create data screens, create user-defined inquiries for data mining, automate tasks, develop interfaces with other systems, and integrate data from multiple sources. **Average Rating:** 4.3/5.0 **Total Reviews:** 6 **How Do G2 Users Rate PowerOn?** - **Quality of Support:** 7.9/10 (Category avg: 8.5/10) - **Ease of Use:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind PowerOn?** - **Seller:** [Jack Henry & Associates](https://www.g2.com/sellers/jack-henry-associates) - **Year Founded:** 1976 - **HQ Location:** Monett, Missouri - **Twitter:** @BannoJHA (957 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/jack-henry-&-associates/ (8,316 employees on LinkedIn®) - **Ownership:** NASDAQ: JKHY **Who Uses This Product?** - **Company Size:** 43% Mid-Market, 29% Enterprise ### 24. [Repool](https://www.g2.com/products/repool/reviews) Reach out and tell us about how we can help at https://repool.com/contact Backed by premier capital allocators like Canaan, Matrix, GFC, and Y Combinator, Repool is an award-winning fund services provider that's rapidly building the future of fund services for private funds. Repool uniquely blends Silicon Valley engineering and technology with traditional fund services and administration expertise, delivering a market-leading experience to fund operators. Easily launch an institutional-grade fund in just weeks with our proprietary fund-in-a-box platform, or use our modern, standalone fund administration services to save time while keeping investors happy. **Average Rating:** 5.0/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Repool?** - **Quality of Support:** 10.0/10 (Category avg: 8.5/10) - **Ease of Use:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Repool?** - **Seller:** [Repool](https://www.g2.com/sellers/repool) - **Year Founded:** 2021 - **HQ Location:** New York, US - **Twitter:** @repoolhq (974 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/repool/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 25. [StockCharts](https://www.g2.com/products/stockcharts/reviews) StockCharts offers charting tools. **Average Rating:** 4.5/5.0 **Total Reviews:** 6 **How Do G2 Users Rate StockCharts?** - **Quality of Support:** 6.7/10 (Category avg: 8.5/10) - **Ease of Use:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind StockCharts?** - **Seller:** [StockCharts.com](https://www.g2.com/sellers/stockcharts-com) - **Year Founded:** 1999 - **HQ Location:** Redmond, US - **Twitter:** @StockCharts (46,258 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1237013 (39 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 86% Mid-Market, 14% Small-Business ## What Is Other Finance Software? [Financial Services Software](https://www.g2.com/categories/financial-services)