Total Products under this Category: 633
Last updated: October 26, 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, Symphony, Motus BYO, Quicken, TaxTrex, PayTraQer, and Kabbage from American Express.
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=symphony-symphony&focus%5B%5D=motus-byo&focus%5B%5D=quicken&focus%5B%5D=taxtrex&focus%5B%5D=paytraqer&focus%5B%5D=kabbage-from-american-express)
Compare to Save More! A next level machine learning based exchange rates comparison platform. We provide prediction for possible future exchange rates and free access to compare, analyze and choose among best money transfer service providers.
RenewalHub SA is renewal tracking software for South African SMEs. It helps businesses keep renewal dates, expiry dates, recurring admin deadlines, responsibilities and email reminders organised in one shared workspace. Businesses can track items such as contracts, licences, insurance dates, inspections, supplier agreements and equipment service dates. RenewalHub is a reminder and tracking tool only; users remain responsible for final checks, submissions, decisions and actions.
Reportpost emails your Xero reports on a schedule. Connect Xero with read-only access, pick the reports, the period and who gets them, and Reportpost sends them as PDF, Excel or CSV every week, every two weeks, every month or every quarter, at the hour you choose in your timezone. Reports include Profit and Loss (with comparison columns, or split by tracking category), Balance Sheet, Aged Receivables and Aged Payables summaries, Bank Summary, Trial Balance, Executive Summary and Budget Summary, plus lists of unpaid invoices, invoices raised in the period, draft invoices and unpaid bills. It's built for bookkeepers and accounting practices that send monthly packs to many clients. Each schedule has its own recipients, subject and message, replies go straight to you, and you can preview the PDF or send yourself a test before anything goes out. Figures are pulled fresh from Xero every time it sends.
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Rewiser is a modular finance platform designed to help individuals, freelancers, and teams track, organize, and manage their finances with full control. It supports shared folders, AI-powered transaction tagging, customizable fields, and direct integrations with Stripe, Zapier, and Lemon Squeezy. Users can enable only the features they need through Rewiser's plugin system, keeping the interface clean and focused. Whether you're managing personal budgets or working across multi-currency accounts in a team, Rewiser adapts to your workflow without compromising on simplicity or privacy. Available on Web (https://rewiser.io), Rewiser combines clarity, flexibility, and automation in a privacy-first environment.
Rich Data Corporation (RDC is a provider of AI-driven decisioning platforms, specializing in enhancing business and commercial lending processes. By integrating advanced artificial intelligence with deep industry expertise, RDC empowers banks to make faster, more informed lending decisions, proactively manage risks, and unlock new growth opportunities. Their platform transforms complex data into actionable insights, enabling lenders to operate with clarity and efficiency. Key Features and Functionality: - Automated Reviews: Reduces manual workloads by 50%, leading to significant operational cost savings. - Lead Limits: Generates pre-assessed credit limits, opening doors to substantial new lending opportunities while maintaining lower risk and higher acceptance rates. - Early Warnings: Provides continuous, proactive monitoring to detect emerging risks up to six months earlier than traditional methods, reducing false alerts by over 80%. - Explainable AI: Ensures transparency by clearly explaining every lending decision, keeping bankers, customers, and regulators informed and confident. - Real-time Predictive Insights: Continuously analyzes borrower behavior to anticipate future financial health and identify risks before they materialize. - Integrated Platform: Consolidates key data and analytics into a single, streamlined solution, eliminating the need for multiple legacy systems. Primary Value and Solutions: RDC addresses the challenges of traditional lending processes, which are often hindered by manual operations, fragmented data, and outdated risk models. By leveraging RDC's AI-powered platform, banks can modernize their lending practices, accelerate decision-making, and proactively manage risks. This leads to improved credit performance, stronger portfolios, and enhanced customer experiences. Ultimately, RDC enables lenders to operate with greater speed, transparency, and innovation, positioning them for sustained growth in a competitive financial landscape.
RiskDesign is a financial software company based in Puteaux, France, specializing in developing advanced tools for risk assessment and investment strategy optimization. Their solutions are grounded in extensive academic research, incorporating methodologies from behavioral finance, econometrics, psychometrics, and computer science. Key Features and Functionality: - Risk Attitude Measurement: Utilizes questionnaires to assess individual investors' risk tolerance, providing personalized insights into their financial behavior. - Financial Product Performance Analysis: Offers comprehensive evaluations of various financial products, enabling users to make informed investment decisions. - Portfolio Optimization: Provides tools to construct and manage investment portfolios tailored to individual risk profiles and financial goals. Primary Value and User Solutions: RiskDesign addresses the complexities of financial risk management by offering sophisticated yet user-friendly tools that empower investors to understand and manage their risk exposure effectively. By integrating advanced analytical techniques with practical applications, RiskDesign enables clients to make informed decisions, optimize their investment strategies, and achieve their financial objectives with confidence.
Risk Verification Database (RVD) is an advanced data scoring system designed to provide you with accurate predictions as to whether ACH debits, checks, or e-Checks are likely to clear without return.
Roundkeep is back-office software for independent vending operators. Count cash by denomination, reconcile card-reader CSVs, track expenses with receipt scanning, manage locations and machines, plan routes with driver check-ins, log repairs, and see per-machine P&L. Built by an operator running 85 machines. No contracts - your data is yours.
HOC is a New York-based software products and services company catering to the ETRM (Energy Trading & Risk Management) space, specializing in enterprise solutions designed to meet Trading & Regulatory Compliance Monitoring, Credit Risk Compliance, Risk Management Reporting, SEC Disclosure, and other Back-office Reporting needs. Our solutions have serviced the needs of large enterprises across different industries for more than 20 years. HOC has established a respectable position in the industry by providing cutting edge solutions using its web-based platform, ePic (Enterprise Platform for Integrated Compliance). Our core values; Integrity, Passion, and Joy are reflected in our work & relationship with our clients. We strive hard to bring joy to our customers experience, and that’s what sets us apart.
Safeheld reconciles client money every day, resolves every difference and prepares every regulatory return for sign-off, for regulated firms in the United States, the United Kingdom, the European Union, Canada, Australia, Singapore and Hong Kong. One daily routine: Reconcile, Resolve, Forecast, Approve, Report. Bank statements and internal records are matched each business day, every difference is worked to its cause with the evidence attached, funding needs are forecast by entity and currency, money movements go through maker-checker approval, and each regulatory return is prepared from the reconciled figures for sign-off. Each legal entity's rules are applied to its actual figures: UK safeguarding under CASS 15 and PS25/12, US state money transmission, EU PSD2 and MiCA, and the client-money regimes of Canada, Australia, Singapore and Hong Kong. Built for payment businesses, money transmitters, e-money and wallet providers, stablecoin issuers, platforms and marketplaces, and the partner banks that hold their pooled accounts.
Safeheld reconciles client money every day, resolves every difference and prepares every regulatory return for sign-off, for regulated firms in the United States, the United Kingdom, the European Union, Canada, Australia, Singapore and Hong Kong. One daily routine: Reconcile, Resolve, Forecast, Approve, Report. Bank statements and internal records are matched each business day, every difference is worked to its cause with the evidence attached, funding needs are forecast by entity and currency, money movements go through maker-checker approval, and each regulatory return is prepared from the reconciled figures for sign-off. Each legal entity's rules are applied to its actual figures: UK safeguarding under CASS 15 and PS25/12, US state money transmission, EU PSD2 and MiCA, and the client-money regimes of Canada, Australia, Singapore and Hong Kong. Built for payment businesses, money transmitters, e-money and wallet providers, stablecoin issuers, platforms and marketplaces, and the partner banks that hold their pooled accounts.
Safeheld reconciles client money every day, resolves every difference and prepares every regulatory return for sign-off, for regulated firms in the United States, the United Kingdom, the European Union, Canada, Australia, Singapore and Hong Kong. One daily routine: Reconcile, Resolve, Forecast, Approve, Report. Bank statements and internal records are matched each business day, every difference is worked to its cause with the evidence attached, funding needs are forecast by entity and currency, money movements go through maker-checker approval, and each regulatory return is prepared from the reconciled figures for sign-off. Each legal entity's rules are applied to its actual figures: UK safeguarding under CASS 15 and PS25/12, US state money transmission, EU PSD2 and MiCA, and the client-money regimes of Canada, Australia, Singapore and Hong Kong. Built for payment businesses, money transmitters, e-money and wallet providers, stablecoin issuers, platforms and marketplaces, and the partner banks that hold their pooled accounts.
Saldenspiegel turns a German DATEV trial balance (Summen- und Saldenliste) into a monthly P&L in the DATEV BWA layout, a balance sheet overview and ten key ratios such as equity ratio, liquidity ratios and days sales outstanding. Every figure shows its formula, the values used and the limits of what it says. Built-in checks show whether the file is complete and where something does not add up, for example an unbalanced balance sheet or accounts without assignment. It also offers prior-year comparison, monthly trend, full-year projection, break-even point, cash flow statement, multi-year comparison, cost centre analysis from the DATEV booking batch and a report pack for bank meetings. German charts of accounts SKR03 and SKR04 are both supported. The file is processed in the browser only: nothing is uploaded, no account, no cookies. Free to use on screen; a paid licence removes the test watermark from print, PDF and Excel. German-language, for tax advisors, bookkeeping offices, controllers and managing directors of small and medium-sized businesses.
SAP Market Rates Management is a cloud-based application designed to streamline the retrieval, management, and integration of various market data types, such as exchange rates and interest rates, into SAP S/4HANA and other IT landscapes. By offering seamless access to market data from leading providers and the flexibility to incorporate proprietary data, this solution enhances financial operations and decision-making processes. Key Features: - Cloud Deployment: Facilitates easy access and scalability without the need for on-premise infrastructure. - Integrated Pricing Data: Provides market data from reputable providers, ensuring accuracy and reliability. - Custom Data Inclusion: Allows integration of user-specific data sources, offering tailored data management. - Simplified Integration: Ensures straightforward setup and compatibility with SAP S/4HANA systems. - Automated Data Import: Supports automatic daily imports of market rates from selected providers or user-defined sources. Primary Value and Solutions: SAP Market Rates Management addresses the complexities associated with managing and integrating diverse market data by providing a unified platform that automates data retrieval and distribution. This reduces manual efforts, minimizes errors, and ensures that financial operations are based on accurate and up-to-date information. By eliminating the need for separate contracts with data providers and offering a fast, streamlined setup, the solution enhances operational efficiency and supports informed decision-making in financial management.
Scoreplex is a KYB AI coworker that automates end-to-end customer due diligence, minimizes false positives, streamlines document verification, and generates comprehensive evidence-linked, audit-ready narrative reports in minutes, not days. The result: same-day, audit-ready KYB - 10× less manual work, up to 10× cheaper than mainstream tools, fewer false positives, faster cross-border onboarding.
