Best Financial Services Software for Small Business

Import vendors list, chart or accounts, customers list, items, and other company data. All the data can be exported in a matter of minutes. It is possible to export excel files in a zip file format or CSV files. It is easy to delete the data. All files deleted will be moved to the bin. You can also easily restore the data in case of emergency. It is important to perform the Import, Export, and Delete data in QuickBooks multiple times depending on the circumstances. This includes sending and receiving data to/from accountants, transferring data, and deleting unwanted transactions. It would be difficult to manually do this if there is too much data. We are here to assist you in the Import, Export and Delete of data process in minutes. It will keep you informed and save you time and money.

Jocata Financial Advisory and Technology is a product company that builds digital onboarding, digital lending, and fraud management solutions for the BFSI sector. Our headquarters is in Hyderabad, and we currently serve many top banks and NBFCs across India and overseas. Jocata GRID is a fast and adaptive digital ecosystem that processes millions of transactions daily. It delivers solutions that drive business growth, streamline operations and provide risk-adjusted insight, as well as regulatory compliance. Our configurable workflow engine brings together all key operational stakeholders into one virtual platform that allows for efficient management and monitoring business processes. From gathering customer-related information from multiple sources such as financial institutions, watchlists or statutory authorities to processing it and then presenting it in the most convenient way, using the latest technologies.

CECL FIT helps you comply with the CECL accounting standard. Our web-based CECL FIT solution, in conjunction with our PCBB Advisors will help you determine the best methods to use for your securities groups and loans. CECL FIT is a web-based solution that allows you to easily review your portfolio reserve and test your assumptions. You can also see instant results with CECL FIT. Institutions with a low loss history or none can quickly get started and find the best solution for each loan or securities segment. Executive dashboard that allows you to instantly see the effects of adjustments. Forward Look with realistic and supported forecasts

We handle all the compliance and regulatory issues so you can focus on business growth. You can securely handle supplier payments and create a benefits program that your employees will love. Customers will love digital gifting. This makes crypto PoS easy and secure. Your business can now enable everything, from compensation payments to salary advances. All the necessary tools are available to plug-and play, including crowdfunding and B2B marketplaces. Adding financial services to your customers exactly when they need them was difficult up until now. This is no longer the case. You can choose the services you need, and then add value to your customers with our ready-made, plug and play financial services.

Payfree Financial is an experienced organization that specializes in B2B Multi Recharge software, Website Design, Money Transfer Software and E-Commerce Shopping Portal. Recharge Mobile, DTH, Data Card, Post-Paid, Gas, Insurance, Money Transfer Service, and Pan Card. All you need is a few clicks away.

Instantly open bank accounts, issue cards, send payments, or offer crypto wallets. Solid offers a complete, compliant suite FinTech services. In minutes, you can integrate to create new experiences. Solid's Banking as a Service allows companies to launch deposit products such as business and consumer checking account. It includes the ledger, statements, as well as everything you need to create delightful banking experiences. Solid's Card Issuance and Management platform was the first of its type. Issue cards are the modern way to meet the needs of your customers with one API. Solid fully manages credit, debit, prepaid cards in both physical and virtual form factors. Solid's API for creating accounts and opening banks instantly allows you to engage your customers in a light and powerful way. Solid's API allows you to instantly issue branded physical and virtual cards. You can also give them the spending control they need.

A complete loan management solution for digital lenders, with an impressive level of SDK-powered functionality and robust analytics. timveroOS is a cutting edge lending solution for banks. It integrates all processes in a single workflow, allowing them to build, customize and scale their lending business. Our software for loan administration is equipped with a powerful AI-powered analytics platform that allows banks to create better risk and underwriting models, products and marketing campaigns in a controlled and fast manner. The data layer contains 90+ ready to use data providers, and new connections can be made in minutes. These analytics tools, along with the cashflow engine and financial engineering built-in, allow lenders to make executive business decisions 12x faster and increase profits on a loan by 13% annually. Using deep analytics on top automated operations can improve banking efficiency.

Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications.

Engage in each client interaction and be fully present. This will help you build stronger relationships. Zocks can capture financial and personal details without recording client conversations. It also integrates with CRM to automate follow-up tasks, communications and workflows. Zocks can capture all the information you need without recording conversations. Zocks analyzes virtual or in-person conversations and automatically captures key information about your client's financial status, investment goals, life events, and more. Never miss a personal or financial fact.

End-to-end solutions for payment processing, acquiring and white label cards, including white label cards, for banks, PSP-s and Fintech-s as well as online merchants. A robust payment system that accelerates business growth. Processing, certified in-house PCI Level 1 processing for VISA, Mastercard scheme Issuers and Acquirers throughout EUROPE and the Asia-Pacific region. The technical processing service includes a top-of-the-line E-commerce payment gateway solution. DECTA Gateway API. Integration for authorization switching can be done via REST API or ISO 8583-based protocol. DECTA Issuing is used for live program management. Clearing and switching. DECTA uses ActiveActive deployment for all critical processing system, which allows for up to 99.99% uptime, even with planned downtimes for system upgrades or ICO releases.

We offer a complete CapEx solution that covers all aspects of CapEx, including: Budgeting and Forecasting, Approvals and CapEx Requests. This will help you to be more efficient and get your money back. CapEx360™, you can track and allocate your money. CapEx360™, which can be customized to your CapEx approval process, allows for multiple workflows and allows budgets to upload or create right within the software. Forecasting and forecasting scenarios are possible to be added and tracked. Capital Budgeting is still managed using spreadsheets and emails from different departments, locations, and sites. This can lead to project delays, overspending, and inaccurate foresight.

Difitek can help you with any type of finance service. Difitek supports everything from KYC and AML to moving funds, recording and reporting position, repayments, liquidity functions and secondary markets. Digital is a robust API-first platform that can be used for Fintech applications of any size. You can choose from Turnkey Solutions, or the complete suite of technical functions that you require. Serverless Architecture with Bank Grade Security. A modern, bank-grade secure solution is available at 1/100th the cost of traditional banking IT. We automate and streamline processes, significantly lowering costs and opening up new opportunities for financial services. Difitek's serverless architecture represents the cutting-edge adoption of cloud computing. The Difitek API layer interfaces seamlessly with both the client layer as well as the third-party API layers, with functions being executed asynchronously.

Quickly generate NDAs and term sheets, subscriptions, KYC documents, etc. by pre-populating smart web forms. To track client compliance information, Obsidian Suite can be integrated directly into the advanced client management database. Our simple electronic sign-off via DocuSign enhanced integration allows you to save time. Use CRM auto feed to keep track of client interactions and document status.

Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We are transforming financial apps and services by providing solutions for wealth managers and banks, merchants and many more. Find out how we can help your business grow. Our data aggregation platform allows financial institutions and FinTechs help consumers achieve better financial outcomes. We follow industry-leading practices in data security, regulatory compliance, privacy, and confidentiality. Bill Crager has updated us on Envestnet's commitment to action. Browse our library of whitepapers, on-demand webinars and eBooks. They are packed with valuable insights, actionable advice, and product information.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

Wallie e-Wallet allows banks, MNOs, MVNOs and financial institutions to create a digital wallet that is tightly connected to their core systems. This mobile money solution is available via an agent/CSR-led model or online/API registration. It is very easy to register users and complete KYC procedures to activate the wallet system. Users can send and receive money directly from their mobile wallets without having to use any bank services once they have registered. You can add money to the wallet. Add multi-accounts with different currencies. In one click, transfer money to your wallet or account. You can view all transactions and raise a ticket if the transaction is not complete. All payment services can be done through one device. Monitor expenses, identify the most popular areas for spending and reach the campaigns in the interest area where promotions and offers are displayed.

AlphaStream makes financial markets more efficient for your clients and more profitable to you. AlphaStream brings together all your financial data sources into one platform that delivers hyper-personalized financial market experiences to each client. Your teams will have unprecedented access to not only what your clients do but also why. Find out how your teams can improve client experience to increase profit, sales targeting and conversions and programmatic digital campaigns. Personalize education and more. The platform is the first to integrate all real-time financial market data into a single platform that delivers a personalized client experience through the most efficient channel. All financial data, including news and social, market datasets, alerts, and notifications, can be ingested.

Software for managing bank accounts that is affordable for non-profits. DLS Financials menu follows the flow for managing savings and loans accounts. You can create your own drop lists to complete fields in the configuration settings. There are also features that can prevent parishes becoming too debt-laden. You can add documents, spreadsheets and emails to the data. For easy viewing, you can link them with accounts or locations. For repeated events, create automatic transactions. Global functions make it easy to do large amounts of work with a click of a button. DLS Financials can be customized to meet almost any user's needs. You can request additional management reports, functions and features as well as multiple configurations.

All of this is possible with a single API. Developers can engage with users' debts using our debt-agnostic solution. Engaging directly with your users' creditors will lower lending risk and increase revenue. Method connects to all credit card, student loan, auto loan, mortgage, utility bill merchants. Method APIs are stable and users don't have to re-authenticate. Method handles compliance requirements, identity verification and bank partnerships, so you can concentrate on building. You can initiate payments to any user's liabilities. Settlement can be initiated in a matter of minutes. All their liabilities instantly retrieved - no credentials required Method will instantly return all liabilities to the user. Method helps you attract top talent and keep employees happy by addressing their top concern: financial wellness.

Understanding your client is the key to unlocking the code to customer satisfaction. Jinnee analyzes all inquiries and provides you with valuable insights into your clients' needs and wants. Jinnee is constantly learning and improving as it continues to work for your company. You can see what Jinnee learned over time and adjust its behavior. It may even come up a new solution. Jinnee is a virtual advisor for your company. Jinnee will help your clients with all their needs. Now, they can ask questions and get answers in seconds. Jinnee will allow you to quickly check your restaurant spending for the past month without having to wait online. Jinnee offers expert advice and financial products to help you with your saving plan, deposit options, budgeting and more.

Natech Banking Solutions democratizes access to banking technology, prioritizing outstanding service and customer fulfillment. With a comprehensive suite spanning core banking systems to digital engagement channels, Natech empowers institutions to craft personalized financial products. The platform offers seamless onboarding and unparalleled accessibility, ensuring swift time-to-market with plug-and-play, end-to-end solutions. Catering to a diverse clientele that ranges from lively credit unions, local community banks to forward-thinking regional financial institutions, Natech stands as a pillar of technological advancement in banking. Natech's collaboration on the launch of a digital-only bank, Snappi, represents a leap forward in banking technology, combining industry expertise with modern innovation. 

It's time for you to transform your prospecting strategies with the power AI. Aidentified is used by thousands of financial services professionals to find, qualify and close more leads. Stop cold calling spray-and-pray and start monetizing your network. Aidentified allows you to build lists in just minutes by using over 200 attributes. Now that you know who you want to reach out to, let's connect you. Aidentified will show you the warmest relationship path for each of your ideal prospects. You can see who in your social network is able to introduce you to a prospect as well as their relationship. To see all their AI-mapped connections, first search for one your best clients. This list can be narrowed down to only those people who match your ideal prospect profile. Ask your client if it's okay to use their name in the email. Aidentified provides you with all the information you need.

Correct, merge, analyze, and analyse. FOCONIS-ZAK®, could help you make more time for the important things in your day-to-day business. FOCONIS-ZAK has been successfully used by hundreds credit institutions with different orientations in close collaboration with auditing associations, auditors, auditors, and computer centers. All areas of banking are covered by the FOCONIS project. This includes the appropriate analyses or functions relating the the area of responsibility for a professional internal control system. FOCONIS has taken on the responsibility of providing customers with functional extensions as soon as they become necessary. Control requirements, documentation obligations, reports and analysis, as well as process support, are all possible. With increased control, documentation, and reporting requirements, coupled with requirements for cost reduction and transparency, economic efficiency, and cost effectiveness.

CreditHQ provides financial insight to help ensure your business trades with the best suppliers and customers, and we also help you get paid on-time! Find out which company's financials are in trouble, identify when they start paying their suppliers late, and take action to protect your business. CreditFocus provides financial data and credit scores to small businesses in the UK. The data can also be used to send letters to solicitors requesting prompt payment. It's hard to survive in business. In some industries it's even harder. This calculator can be used to estimate the likelihood of survival for different industries so you are aware of what you're facing.

The simple-to-use compliance management platform. Moving to a digital solution will automate manual tasks, controls, and processes. One platform, one process, a single overview. A business risk assessment can be completed in 60 minutes. A comprehensive report, heat maps, and program tips for controlling policy risks are available. Work with staff to ensure that updates are immediately available to all employees in all jurisdictions. We offer a low-cost, easy-to-integrate client screening and verification solution into onboarding processes. It is fast, efficient, and time-saving. You cannot predict unusual or expected account activity if you don't know the ML/FT risk of your client. Align policy requirements with business practice. We use 40+ best practices. Effective monitoring. Ensure that priority tasks are assigned to the responsible person and that adequate AMLCO oversight is in place.