# Best Other Finance Software - Page 48

## How Many Other Finance Software Products Does G2 Track?

**Total Products under this Category:** 867

### Category Stats (Aug 2026)

- **Average Rating:** 4.33/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Microfinance Software (+7.62%) - Among all products in this category, Microfinance Software recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Other Finance Software Products?

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

- 30 Analysts and Data Experts
- 600+ Authentic Reviews
- 867+ 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 Other Finance Software
 ![G2 Grid® for Other Finance Software plotting products by satisfaction and market presence](https://www.g2.com/categories/other-finance/grids.png?focus%5B%5D=144212&focus%5B%5D=69658&focus%5B%5D=1405432&focus%5B%5D=102892&focus%5B%5D=107896&focus%5B%5D=61732&focus%5B%5D=24678&focus%5B%5D=64487)

Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, Crunchafi Data Extraction (formerly Strongbox), Checkpoint, Joist, and BBVA Payments API.

Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance/grids.json?focus%5B%5D=sap-multi-bank-connectivity&focus%5B%5D=lexisnexis-riskview&focus%5B%5D=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=crunchafi-data-extraction-formerly-strongbox&focus%5B%5D=thomson-reuters-checkpoint&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-payments-api)

**Sponsored**

### Savant Labs

Savant is an AI workflow automation platform built for enterprise finance, tax, and accounting teams. It turns messy, manual data work like extraction, preparation, reconciliation, and reporting into centrally governed, audit-ready workflows, driving efficiency without sacrificing accuracy, control, or compliance. Savant integrates with your preferred LLM, including Claude, Copilot, ChatGPT, and private LLMs, so you control model choice, data residency, and cost. Ask in plain language for the workflow you want to build, or simply say "run this month's reconciliation," and Savant turns that instruction into a repeatable, governed, auditable workflow. Trusted by Fortune 500 enterprises, Savant catches errors before they're filed, ensures audit readiness without the scramble, and gives finance teams their time back. WHAT SETS SAVANT APART Unlike general-purpose AI tools or legacy analytics platforms, Savant was built specifically for finance workflows where 99% accuracy isn't good enough — because 1% errors at scale become audit findings, restatements, and compliance exposure. Three things make Savant different - Deterministic, not probabilistic: Savant uses rule-based AI agents, not LLM guesses. Consistent inputs produce consistent outputs. - Governance and auditability are built in, not bolted on: Audit trail, data lineage, SOX controls, role-based access, and evidence packs are standard, not add-ons. - Handles the data other tools can't: Native processing for PDFs, scanned documents, and invoices — the unstructured data that breaks legacy workflows. KEY FEATURES - AI-powered workflow automation: Automate any workflow end to end — financial reconciliation, month-end close, tax provisioning, accruals, and more. Works with structured and unstructured data, including PDFs, scanned documents, and ERP extracts. - Reproducible results: AI agents follow step-by-step logic with validation at each stage. Same inputs produce the same outputs, every time — no black boxes, no probabilistic guesses. - Built-in audit trail, data lineage, and evidence packs: Every workflow step is logged automatically. Complete data lineage from source to output. No manual documentation, no reconstructing steps across email chains. - SOX compliance by design: Segregation of duties, version control, approval management, and user activity history are built in from day one. - Human-in-the-loop exception handling: Savant proactively flags exceptions for human review, allowing analysts to catch errors before they reach a filing. The AI learns from human judgments over time. - 500+ enterprise connectors: Connect to your existing ERPs, CRMs, BI platforms, file systems, email, and more out of the box. - Enterprise-grade security: SOC 2 Type II, SOC 1 Type II, ISO 27001. SSO/SAML, role-based access control, private cloud and VPC deployment available. USE CASES - Month-end and year-end close automation - Financial reconciliations and tie-outs - Tax provision preparation - State apportionment calculations - Sales and use tax reconciliation - Data extraction from PDFs, invoices, and scanned documents - ERP data consolidation across multiple systems - Intercompany accounting and multi-entity reporting - Audit evidence package preparation - Recurring reporting and dashboard publishing

[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=873&secure%5Bchosen_at%5D=2026-08-10T23%3A36%3A32Z&secure%5Bdisplayable_resource_id%5D=1412&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1327618&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1327618&secure%5Bresource_id%5D=873&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fother-finance%3Fpage%3D48&secure%5Btoken%5D=91e37cc5b54fda664c666d927bc48af601da5e2000cdfc96d0638050168baaf1&secure%5Burl%5D=https%3A%2F%2Fsavantlabs.io%2Fplatform%2Fdata-preparation%2F&secure%5Burl_type%5D=custom_url)

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

RIACloud® is a simple easy-to-use platform that helps non-marketing, financial advisors and RIA’s become more effective at generating and nurturing leads so that they can add greater value to their advisor teams and their business. RIACloud’s® customizable features also helps RIA’s to differentiate themselves from other investment advisors and stand out from the crowd.

#### Who Is the Company Behind RIACloud?

- **Seller:** [Veriday](https://www.g2.com/sellers/veriday)
- **Year Founded:** 2012
- **HQ Location:** Mississauga
- **Twitter:** @VeridayHQ  
740 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=01c303a6a8db8d11404608be6e573297c7e5e340421cad49280cf2c447720db6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveriday%2F&secure%5Burl_type%5D=linkedin_company_website)  
72 employees on LinkedIn®

### [ricago Insider Trading Management](https://www.g2.com/products/ricago-insider-trading-management/reviews)

Insider Trading Management System (ITMS) helps organizations easily capture details about “Insiders” and their relatives as per their policy definition. A workflow enabled pre-dealing approval as well as post trade update mechanism brings efficiency to request handling.

#### Who Is the Company Behind ricago Insider Trading Management?

- **Seller:** [Clonect Solutions](https://www.g2.com/sellers/clonect-solutions)
- **Year Founded:** 2014
- **HQ Location:** Bangalore, India
- **Twitter:** @getricago  
355 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=77947c4c974cfb02ae79230831dadf873b8e5b9fd8fa49ad45ad0969eefa7b85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fricago&secure%5Burl_type%5D=linkedin_company_website)  
80 employees on LinkedIn®

### [Rio](https://www.g2.com/products/zuryc-inc-rio/reviews)

Rio is a lead generation, Social Security maximization, and retirement planning software solution for financial advisors.

#### Who Is the Company Behind Rio?

- **Seller:** [Zuryc](https://www.g2.com/sellers/zuryc)
- **Year Founded:** 2018
- **HQ Location:** Charlotte, US
- **Twitter:** @Zuryc\_inc  
44 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b1cad000209ac4d45ad39697c4d995af6f0c9f7d460991d1c076f2b2fd92f4d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzuryc-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

### [Risk Analyst](https://www.g2.com/products/risk-analyst/reviews)

Risk Analyst is an AI-enabled risk assessment tool for commercial insurance including auto, property, worker's comp, and general liability sectors.

#### Who Is the Company Behind Risk Analyst?

- **Seller:** [Intellect Design Arena Ltd](https://www.g2.com/sellers/intellect-design-arena-ltd)
- **Year Founded:** 1993
- **HQ Location:** Chennai, Tamil Nadu, India
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f837a16f4658fc9b6e6d4dcfee37db6fb4ee14ec3d2f1e7542d2722661e6ce1f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintellect_design_arena%2F&secure%5Burl_type%5D=linkedin_company_website)  
7,453 employees on LinkedIn®

### [RiskAPI Add-In](https://www.g2.com/products/riskapi-add-in/reviews)

With RiskAPI PortfolioScience has created unique allowing users access to powerful, managed risk analysis calculation resources from within their existing spreadsheets. Integrate sophisticated portfolio risk management into your existing environment. Access a full range of analysis tools - VAR, Correlation, Beta, and more - all within your existing framework. RiskAPI offers one simple, affordable and powerful right out-of-the box risk management solution

#### Who Is the Company Behind RiskAPI Add-In?

- **Seller:** [PortfolioScience](https://www.g2.com/sellers/portfolioscience)
- **Year Founded:** 2000
- **HQ Location:** Greenwich, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9f995a847843d3c1784e43d84651299b1a300c022e43c27ae03757653f06ff50&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fportfolio-science-inc.&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

The RiskAuthority application delivers streamlined and automated regulatory compliance for Basel I, II, and III. It encompasses credit, market, liquidity, concentration, and operational risks.

#### Who Is the Company Behind RiskAuthority?

- **Seller:** [Moody's](https://www.g2.com/sellers/moody-s)
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95a0cc6ef35e05faf6f55fb45c3a82490574544321e1a39529b241eab8410c16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmoodysanalytics&secure%5Burl_type%5D=linkedin_company_website)  
11,584 employees on LinkedIn®

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

Riskbook is a hyperconnected reinsurance marketplace, radically improving the placement experience for brokers and underwriters.

#### Who Is the Company Behind Riskbook?

- **Seller:** [Riskbook Ltd](https://www.g2.com/sellers/riskbook-ltd)
- **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®

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

The RiskCalc solution offers a comprehensive approach to assessing the default and recovery of private firms, financial institutions, and project finance transactions.

#### Who Is the Company Behind RiskCalc?

- **Seller:** [Moody's](https://www.g2.com/sellers/moody-s)
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95a0cc6ef35e05faf6f55fb45c3a82490574544321e1a39529b241eab8410c16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmoodysanalytics&secure%5Burl_type%5D=linkedin_company_website)  
11,584 employees on LinkedIn®

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

RiskConfidence ALM system offers integrated enterprise asset and liability management (ALM), funds transfer pricing (FTP), liquidity risk management, and business and regulatory reporting.

#### Who Is the Company Behind RiskConfidence?

- **Seller:** [Moody's](https://www.g2.com/sellers/moody-s)
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95a0cc6ef35e05faf6f55fb45c3a82490574544321e1a39529b241eab8410c16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmoodysanalytics&secure%5Burl_type%5D=linkedin_company_website)  
11,584 employees on LinkedIn®

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

InsurTech solution to enable complete insurance lifecycle to your customers seamlessly and holistically

#### Who Is the Company Behind Riskcovry?

- **Seller:** [Riskcovry](https://www.g2.com/sellers/riskcovry)
- **Year Founded:** 2018
- **HQ Location:** Mumbai, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dac90776b6f6710f4f3ed8f45c676c6565557bc132688c0521cfbad5f9e3e500&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Friskcovrycom&secure%5Burl_type%5D=linkedin_company_website)  
135 employees on LinkedIn®

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

Riskdata is a leading provider of risk analytics to the buy side community and offers cross-asset-class solutions to Asset Owners and Asset Managers. -Riskdata Reporting Platform offers a Batch reporting platform, with reports templates meeting the most challenging regulatory standards. -Portfolio Designer provides portfolio construction, ulta-fast optimization, risk budgeting and what-if tools. -Riskdata Development Kit is a high performance API, allowing low latency pre-trade simulation.

#### Who Is the Company Behind Riskdata?

- **Seller:** [Riskdata](https://www.g2.com/sellers/riskdata)
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b65b526f9bc24e7f51943ed7ecc41a151a4b6372dc1896bd15d1d1992a103216&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Friskdata&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

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

Market and Credit risk management system with one of the world's largest structured derivative pricing library for commodities. Available on both Cloud and on-premise, Risk Edge is extremely configurable to suit varied requirements of uses quickly. Risk Edge also uses Advanced Machine Learning and Artificial Intelligence techniques to find solutions to everyday problems of organizations - from operational issues like fraud / optimization, to strategic ones like Defaults and approvals.

#### Who Is the Company Behind RiskEdge?

- **Seller:** [Risk Edge Solutions](https://www.g2.com/sellers/risk-edge-solutions)
- **HQ Location:** SOUTH CROYDON, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=20dbea816b4ff1c2ee31964d3c28ea1be958d70882ebc662bb3ebc277a3acba5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frisk-edge-solutions-ltd&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Risk Explorer](https://www.g2.com/products/risk-explorer/reviews)

For insurers'' or reinsurers'' contracts and business lines. Optimize ceded or retrocession programs.

#### Who Is the Company Behind Risk Explorer?

- **Seller:** [Ultimate Risk Solutions](https://www.g2.com/sellers/ultimate-risk-solutions)
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=da5fb947c1f142e2f3819c2687d0cd8751565b2ec0978f6322d2fdf938077267&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fultimate-risk-solutions_2&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

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

RiskPartner's Risk Management Information System is a comprehensive, web-based solution designed to assist insurance and risk professionals in making data-driven decisions that reduce their organization's total cost of risk and enhance long-term value. By consolidating exposure, claims, and policy data into a single, integrated platform, RMIS provides real-time insights that enable proactive risk management and informed decision-making. Key Features and Functionality: - Centralized Data Repository: Integrates exposure, claims, and policy information into a unified database, offering a holistic view of risk and exposure. - Automated Workflow Processes: Standardizes and automates risk management workflows, reducing manual effort and increasing operational efficiency. - Personalized Dashboards: Provides role-specific dashboards that deliver real-time information, enabling users to monitor and manage risks effectively. - On-Demand Reporting: Offers customizable reports with automatic scheduling and distribution, facilitating timely access to critical risk data. - Advanced Security Features: Ensures data integrity and confidentiality through robust security measures. - Third-Party Integrations: Seamlessly integrates with external systems to minimize duplicate data entry and streamline processes. Primary Value and User Benefits: RiskPartner's RMIS addresses the complexities of risk management by providing a centralized, automated platform that enhances data accuracy and operational efficiency. Users benefit from real-time insights into their organization's risk profile, enabling proactive management of exposures and informed decision-making. The system's automation capabilities reduce manual workload, allowing risk professionals to focus on strategic initiatives. Additionally, the integration with third-party systems ensures seamless data flow, further enhancing productivity and reducing the potential for errors.

#### Who Is the Company Behind RiskPartner?

- **Seller:** [TMA Systems](https://www.g2.com/sellers/tma-systems)
- **Year Founded:** 1988
- **HQ Location:** Tulsa, Oklahoma
- **Twitter:** @TMA\_Systems  
120 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ca2704ada88da57db2b66e2a76650fae7bea2d600b8bfb69af8f6bf8ff063bb1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F53551%2F&secure%5Burl_type%5D=linkedin_company_website)  
221 employees on LinkedIn®

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

An innovative and automated solution to protect banks and customers by analyzing deposit risks. RiskXP scans all incoming items regardless of source, then quarantines items and files that may represent unusual deposit activity. It enables financial institutions to set rules that monitor and enforce limits on the number of daily deposits submitted by a depositor, size of deposit and number of items in that deposit. Find out more by contacting AQ2 Technologies today!

#### Who Is the Company Behind RiskXP?

- **Seller:** [AQ2 Technologies](https://www.g2.com/sellers/aq2-technologies-c0f2a617-f643-489a-8fcc-73fc4add7c8c)
- **Year Founded:** 1999
- **HQ Location:** Birmingham, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d0e8019cb1ba6b3e8deaa54d52eed69bd2227acb03e87c5806a2cb9889c41b2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faq2-technologies&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

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[Browse Other Finance Themes](/categories/other-finance/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated February 5, 2026

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

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