Best Other Finance Software - Page 7

Crowdsofts

Start your crowdfunding business without huge investment into creating expensive peer to peer lending technology. Choose Crowdsofts – a white label crowdfunding software that can be customized to your business needs. Invest into sales and marketing, and trust your advanced crowdfunding portal to deliver.

Average Rating: 5.0/5.0

Total Reviews: 1

DANAConnect

DANAConnect is the ideal communication automation platform for the financial ecosystem. In addition to smart flows and cutting-edge cross-channel technology, DANAConnect adds features specifically designed for banks and insurance companies to ensure security, governance, compliance, and auditing. DANAConnect combines emails, SMS, calls, push notifications, web forms, landing pages, and dynamic documents to automate the customer’s life cycle, emphasizing security at all times.

Average Rating: 4.5/5.0

Total Reviews: 1

Ebury

Ebury is a global fintech unicorn offering innovative financial solutions to help ambitious businesses operate and scale in a borderless world.
In May 2026, Ebury raised £550mn to further fuel it's expansion into new products and markets. Our proprietary technology and bespoke approach remove the friction from global cash flow operations, helping businesses unlock their global growth without barriers. From business accounts to hedge, payroll calculations and payments, financing, embedded payments via APIs, and more - we offer everything businesses need to operate and grow in new markets with clarity, confidence, and control. Founded in London in 2009 by Juan Lobato and Salvador García, we are expanding rapidly with a global presence across 45+ offices in over 30+ regulated markets. It is regulated by the Financial Conduct Authority in the UK. For more information, visit http://www.ebury.com.

Average Rating: 5.0/5.0

Total Reviews: 1

Ensenta

Ensenta provides a full range of financial self-service solutions for banks and credit unions.

Average Rating: 4.5/5.0

Total Reviews: 1

Epic Quotes Benefits

Epic Quotes Benefits (formerly Applied Benefits Designer) is part of Applied Epic®. A renewal that should take one conversation stretches across three meetings and two spreadsheets. Your team pulls carrier rates from a disconnected system, builds a comparison deck, then rekeys whatever the client chooses back in by hand. Design and quote a benefits program directly from the client's account. Model medical, dental and ancillary plans, then turn the chosen design into an agency-branded proposal. Benefit plan design and quoting both run inside Applied Epic. Key features: • Fewer meetings per renewal: Scenarios get answered while the client is still in the room, so decisions happen in the meeting rather than after it. • Small groups worth serving: Quoting a small group costs little enough time that the case is profitable, so your team stops turning that business away. • Proposals in your agency's name: The client compares plans in an agency-branded proposal, built the same day rather than assembled by hand overnight. • One account for every group: Medium and large groups quote through a certified partner, and the plan details still land on the client's account in Applied Epic.

Average Rating: 4.0/5.0

Total Reviews: 1

Expenzing Petty Cash Management

Expenzing Petty Cash Management is a solution to manage business money and time for companies.

Average Rating: 5.0/5.0

Total Reviews: 1

Financeit

Financeit is a market leading point-of-sale financing provider servicing the home improvement, recreational vehicle, and retail industries. Financeit's innovative cloud-based technology makes it easy for merchants to increase close rates and transaction sizes with affordable monthly or bi-weekly payment plans. The Financeit platform features a fast, transparent application process and has serviced over 8,000 merchant partners across Canada, processing more than $5 billion in loan applications. For more information about Financeit, visit https://www.financeit.io/

Average Rating: 4.0/5.0

Total Reviews: 1

FinBursa 360

FinBursa is the intelligent front-office platform for global private markets, unifying CRM, deal management, document workflows, fundraising, asset sales and opportunity promotion in a white-labelled collaborative environment, with agentic AI embedded across the platform and access to a connected deal database. It enables private-market firms to manage relationships, transactions, documents, fundraising, asset sales and opportunity promotion within one collaborative platform instead of relying on fragmented point solutions. Its agentic AI capabilities operate across the firm's connected data and institutional context to support analysis, intelligence and execution throughout front-office workflows. FinBursa is designed for professional private market participants seeking institutional-grade infrastructure and configurable workflows that reduce fragmentation, preserve institutional knowledge and help teams execute with greater speed, consistency and control.

Average Rating: 4.5/5.0

Total Reviews: 1

FinchSCAN

FinchSCAN is an all-in-one digital onboarding, identity verification and compliance platform combining KYC, KYB, and AML screening — helping businesses onboard users faster while staying compliant across global markets, with flexible pay-as-you-go pricing. Key Capabilities: - Digital onboarding workflows for individuals and businesses - Identity verification with liveness detection - KYC verification with document validation - KYB onboarding with document validation - AML screening & monitoring - Customer risk assessment - SaaS & API-ready

Average Rating: 4.5/5.0

Total Reviews: 1

FINTRX

FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.

Total Reviews: 1

Fleetworks

Fleetworks is an innovative tool built to assist Fleet Operators. By utilising simple workflows and focusing on removing data-entry duplication you can take control of four key areas of your business. Traditionally in-house claims management, dedicated PCN handling software, chargeback and debt management tools were only available to those with the resources to develop their own software. With Fleetworks you gain access to all of the resources, templates, contact information and features you need to allow you to manage your business as efficiently as possible.

Average Rating: 5.0/5.0

Total Reviews: 1

Fuse for Salesforce

Salespeople want fresh and up-to-contact information on their prospects in their Salesforce instance. The problem is that most Salesforce.com data is stale and out of date, causing salespeople to spend their valuable time doing research to update their contacts. Fuse for Salesforce solves that problem by syncing your Salesforce.com instance in real-time with Dakota Marketplace data, the leading institutional investor database. Keeping 16,000 contacts up-to-date is a daunting task, but Dakota Marketplace’s large data team updates Marketplace contact data daily. With Fuse for Salesforce, those updates get pushed in real-time to your Salesforce instance. Give your salespeople what they want: fresh and up-to-date contact information on their prospects in their Salesforce.com instance.

Average Rating: 4.0/5.0

Total Reviews: 1

IncomeGenius

Helps to compute borrower income ahead of the loan decisioning stage. Gives an accurate monthly income figure within minutes

Average Rating: 4.0/5.0

Total Reviews: 1

IRIS | Practice Engine

IRIS Practice Engine is a practice management system created specifically for professional service firms and their client relationships. Created by and for accountants, it is built with insights into your key metrics, which give you the clarity and confidence to make better business decisions. IRIS Practice Engine is a single system that can replace up to six applications a firm may be using. It’s comprised of Time and Expense Entry, Billing, CRM, Project Management (Workflow), Scheduling, Collections and Reporting functionalities.

Average Rating: 4.5/5.0

Total Reviews: 1

Juris Analyst

Juris Analyst is a financial evaluation system for business that stimulates, evaluates, and forecasts your clients’ financial health and their repayment ability.

Average Rating: 5.0/5.0

Total Reviews: 1