Total Products under this Category: 681
Last updated: September 01, 2026
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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.
Highlighted products: SaasAnt Transactions, Oracle Financial Reporting Compliance Cloud, Motus BYO, Symphony, Quicken, FinQuery Contract Management, PayTraQer, and TaxTrex.
Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance-admin/grids.json?focus%5B%5D=saasant-saasant-transactions&focus%5B%5D=oracle-financial-reporting-compliance-cloud&focus%5B%5D=motus-byo&focus%5B%5D=symphony-symphony&focus%5B%5D=quicken&focus%5B%5D=finquery-contract-management&focus%5B%5D=paytraqer&focus%5B%5D=taxtrex)
Software application that provides assets valuation and revaluation, reporting, depreciation and asset impairment adjustments tools.
Active.Ai is a leading Conversational AI platform designed specifically for the financial services sector. It enables banks and financial institutions to engage customers through natural, intuitive conversations across various channels, including messaging, voice, and IoT devices. By leveraging advanced natural language processing (NLP and machine learning, Active.Ai facilitates seamless interactions, enhancing customer experience and operational efficiency. Key Features and Functionality: - Omnichannel Engagement: Supports customer interactions via multiple platforms such as mobile apps, web interfaces, social media channels (WhatsApp, Facebook Messenger, Line, Telegram, Skype, voice assistants (Alexa, Google Assistant, and call centers. - Pre-Built Use Cases: Offers over 150 ready-to-deploy use cases tailored for various financial services domains, including retail banking, business banking, insurance, and capital markets. - Proprietary AI Engine – Triniti: Utilizes the Triniti engine, which encompasses intent classification, entity extraction, context management, and sentiment analysis to understand and process complex banking transactions. - Cognitive Q&A Module: Features a deep learning-based module capable of handling FAQs across channels, providing accurate and context-aware responses. - Workflow Editor and Integration: Includes tools for designing conversation flows and integrating with backend systems like core banking, loans, credit cards, and CRM through a single admin portal. Primary Value and Solutions Provided: Active.Ai addresses the growing demand for personalized and efficient customer engagement in the financial sector. By automating routine inquiries and transactions, it reduces customer service turnaround time and operational costs. The platform's ability to deliver consistent and context-aware interactions across various channels enhances customer satisfaction and loyalty. Furthermore, its low-code architecture allows for rapid deployment and scalability, enabling financial institutions to adapt quickly to evolving customer expectations and market dynamics.
AdviceRobo masters the art of applying new data on its psychographic machine learning models to discover and monitor patterns that strongly enable risk reduction. AdviceRobosecret sauce is in its deep scientific knowledge on psychographics applied in their scoring models. Itthe psychographic which makes us eat risk for breakfast.
AdvisorZen.AI is a cutting-edge platform designed specifically for wealth advisors looking to elevate their practice to the next level. Our system integrates artificial intelligence to automate routine processes, giving you more time to focus on building relationships with clients and centers of influence. From client inquiries, thought leadership, practice management, market research, and beyond, our AI assistants help you work faster and more efficiently.
AffiliateRail is affiliate program software for SaaS founders. Track referrals through Stripe or Paddle, give affiliates a branded portal, and pay them from your own PayPal or Wise account. AffiliateRail takes 0% of every payout and never holds your money. From $29 a month.
The Affluensee Platform is for Wealth Advisors that focus on high net worth individuals with complex financial planning needs. It was designed for the Advisor that understands that outbound marketing is the key to acquiring the types of clients they want to work with. Never have a dry pipeline and start closing more business.
We make the process of finding and choosing a financial specialist as simple and easy as possible. Whether you own a small business, a large corporation, or are looking for help as an individual, Ageras can help find the best expert for you.
AI Budget Forecasting, a revolutionary Finance Operating System designed to transform your financial planning and analysis (FP&A) process within Google Sheets™. based on OpenAI™ GPT model, this add-on provides precise, data-driven budget forecasts, enabling you to make informed decisions and plan your budget with confidence, all within the familiar environment of Google Sheets™.
Aimplan is the next-generation SaaS solution for performance management, planning, budgeting and forecasting extending the Microsoft Power BI platform. With Aimplan, you can supercharge your financial planning and analysis (FP&A) capabilities by extending Power BI with planning, budgeting, forecasting, commenting, approvals, enhanced structured reporting, and more. Experience faster, more accurate planning and reporting processes with less manual work within the office of the CFO and across the organization.
AirMore AI Image Extender uses generative AI to expand photos beyond their original borders through outpainting. By analyzing colors, lighting, textures, and perspective, it generates realistic content in extended areas while preserving the original subject. Unlike traditional resizing, it creates seamless scenery that continues the source material naturally. The platform supports JPG, PNG, JFIF, and PJPEG formats, handling dimensions from 64x64 to 4096x4096 pixels with a 5MB file size limit. Users can choose preset aspect ratios or input custom dimensions, with an optional prompt feature to guide AI-generated backgrounds, styles, or atmospheres. The tool centers the main subject and distributes added space naturally. Processed images are available for download for one hour. Ideal for e-commerce, social media, landscape restoration, and design projects, it provides extra space for text or visuals while maintaining image coherence.
ADM automates standard policies and procedures related to dispute processes to ensure all dots in the dispute life cycle are connected reliably and consistently. With ADM, dispute analysts can very quickly ascertain whether there are multiple disputes for the same cardholder or whether there are multiple cardholders having disputes with the same merchant. Additionally, with support for CAMS, analysts can quickly determine whether the dispute is related to a known data breach allowing the financial institution to take immediate and effective action.
AkuCert is exemption certificate management software designed to help businesses simplify certificate collection, reduce audit risk, and improve compliance visibility across customers, jurisdictions, and sales channels. Built by sales tax experts, AkuCert helps finance and tax teams automate certificate tracking and validation without the complexity, hidden fees, or operational burden common in traditional enterprise tax software. AkuCert helps businesses: • Collect and manage exemption certificates • Track certificate expiration dates and renewal requirements • Reduce audit exposure with centralized certificate visibility • Automate certificate workflows and customer communication • Improve reporting and compliance readiness • Support multi-jurisdiction exemption management AkuCert is designed for growing businesses that need practical exemption certificate management software backed by real sales tax expertise.
ALAMI is a sharia-based peer-to-peer (P2P) lending platform that helps people fund small businesses.
