Financial Planning (FP&A)
119 products
BudgetingTreasury Management SystemsBusiness Planning PlatformsForecastingScenario PlanningWorkforce PlanningCash Flow Planning
Fintech Software Suite
Excel Technology
·Business Credit & Lending+1
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Outline
Outline
·Business Planning Platforms+2
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Buddl Financial Planning Software
Buddl
·Forecasting+1
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Datarails Cash
Datarails
·Cash Flow Planning+1
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Datarails FinanceOS
Datarails
·Financial Reporting+1
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Holded Treasury
Holded
·Treasury Management Systems+2
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Spiko Cash & Carry
Spiko
·Treasury Management Systems
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Spiko T-Bills
Spiko
·Treasury Management Systems
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Spiko Swiss Franc
Spiko
·Treasury Management Systems+1
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Spiko Pound
Spiko
·Cash Flow Planning+1
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Spiko Dollar
Spiko
·Treasury Management Systems
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Spiko Euro
Spiko
·Treasury Management Systems
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Meridian
AngelList
·Business Planning Platforms
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Multi-currency and FX
ClearBank
·Multi-Currency Billing+1
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Global Cash Management Hub
Bottomline
·Cash Flow Planning
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Digital Banking
Bottomline
·Treasury Management Systems+1
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Acorns Money Manager
Acorns
·Budgeting+2
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Acorns Later
Acorns
·Robo-Advisors+2
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Acorns Invest
Acorns
·Robo-Advisors+2
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Money Manager
Tink
·Expense Management Platforms+2
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Business Loans
Tide
·Business Credit & Lending+2
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Tide Instant Saver Account
Tide
·Business Credit & Lending+2
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Hubstaff Global Payments
Hubstaff
·Invoice Creation+2
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Variance Analysis
HighRadius
·Forecasting+2
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Financial Reporting Solution
HighRadius
·Financial Reporting+2
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Cash Flow Forecasting
HighRadius
·Cash Flow Planning+2
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Treasury Management
HighRadius
·Treasury Management Systems+2
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Credit Risk Management
HighRadius
·Business Credit & Lending+2
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Epicor Financials
Epicor
·Accounting Platforms+2
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ClickTime Labor Cost Management
ClickTime
·Expense Management Platforms+2
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Global Treasury
Airwallex
·Treasury Management Systems+2
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Recurly RevRec
Recurly
·Revenue Recognition+2
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Working Capital Advance
Payoneer
·Business Credit & Lending+2
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Evoliz
Evoliz
·Accounting Platforms+2
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Jenji Advisor Suite
Jenji
·Expense Management Platforms+2
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Finance
Talentia
·Accounting Platforms+2
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CPM
Talentia
·Financial Reporting+2
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Fathom Portfolio
Fathom
·Financial Reporting+2
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Commentary Writer
Fathom
·Financial Reporting+2
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Fathom
Fathom
·Financial Reporting+2
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Scenarios and Simulations
Regicap
·Cap Table Management+2
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BSA Air Management
Regicap
·Cap Table Management+1
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Fundbox Term Loan
Fundbox
·Business Credit & Lending+1
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Fundbox Line of Credit
Fundbox
·Business Credit & Lending+1
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XenCapital
Xendit
·Business Credit & Lending+2
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Global Treasury
Xendit
·Treasury Management Systems+2
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Emergency Savings
Vestwell
·Cash Flow Planning+2
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PowerSchool Financial Strategy (Allovue)
PowerSchool
·Budgeting+2
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Job Costing
Entrata
·Expense Management Platforms+2
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Budgeting
Entrata
·Budgeting+2
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Finance Helper
Brigit
·Budgeting+2
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Credit Builder
Brigit
·Business Credit & Lending+1
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Instant Cash
Brigit
·Business Credit & Lending+1
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NeoXam GP
NeoXam
·Accounting Platforms+2
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NeoXam PMS
NeoXam
·Financial Reporting+2
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Solo 401(k)
Betterment
·Robo-Advisors+2
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IRAs
Betterment
·Robo-Advisors+2
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High-Yield Cash
Betterment
·Online Business Accounts+2
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OpenText™ SWIFT Service Bureau
OpenText
·Financial Reporting+2
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Causal
Causal
·Financial Reporting+2
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Kraken Institutional
Kraken
·Treasury Management Systems+2
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Financial Manager
Tempo
·Budgeting+2
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PicPay Investments
PicPay
·Business Credit & Lending+2
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Insights
Mercury
·Financial Reporting+2
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Treasury by Mercury Advisory
Mercury
·Treasury Management Systems+2
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Venture Debt
Mercury
·Business Credit & Lending+2
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Working Capital Loans
Mercury
·Business Credit & Lending+2
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Balance
Plaid
·Financial Reporting+1
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Income
Plaid
·Business Credit & Lending+2
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Mindbody Capital
Mindbody
·Business Credit & Lending+1
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DeftHedge Solution
Diapason
·Financial Reporting+2
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myDiapason
Diapason
·Treasury Management Systems+2
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Lendio
Lendio
·Business Credit & Lending+2
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MyU Pilotage Financier
MyUnisoft
·Forecasting+2
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CFO Solution Platform
Lucanet
·Financial Reporting+2
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YuVerse
Yubi
·Business Credit & Lending+2
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Luno Price Prediction
Luno
·Forecasting
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MarginMan
SS&C Technologies
·Financial Reporting+2
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Financial Wellness Center
SS&C Technologies
·Financial Reporting+2
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DBC Municipal Finance Solutions
SS&C Technologies
·Financial Reporting+2
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Black Diamond Wealth Platform
SS&C Technologies
·Financial Reporting+2
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Front Office Solutions
Broadridge
·Financial Reporting+2
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MoneyLion
Gen
·Online Business Accounts+2
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FICO® TRIAD® Customer Manager
FICO
·Financial Reporting+2
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Priority Based Budgeting
Tyler Technologies
·Budgeting+2
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smartBudget
ika technology
·Budgeting+2
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Eldorado Platform
Eldorado
·Business Credit & Lending+3
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Kwote Credit Management & Debt Collection Software
kwote
·Accounts Receivable+2
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Treasury Management
DFNS
·Treasury Platforms+1
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Reporting & Data
Airporting
·Financial Reporting+2
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Part-Time CFO/CFO
Airporting
·Financial Reporting+2
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Rocket Money
Rocket Money
·Budgeting+2
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iPaidThat
iPaidThat
·Invoice Creation+2
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Treasury
Tipalti
·Treasury Management Systems+2
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Treasury & FX
Checkout
·Cash Flow Planning+2
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Karmen
Karmen
·Business Credit & Lending+2
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Cleo
Cleo
·Budgeting
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Sumeria AI Bank Accounts
Lydia
·Online Business Accounts+1
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Syft Analytics
Xero
·Accounting Platforms+2
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PayPal Credit
PayPal
·Business Credit & Lending+2
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Ramp Banking
Ramp
·Corporate Cards+2
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IBM Planning Analytics
IBM
·Business Planning Platforms+2
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Risk Management
Kyriba
·Forecasting+2
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Treasury
Kyriba
·Treasury Management Systems+2
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Liquidity Performance
Kyriba
·Cash Flow Planning+2
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Currency Risk Management
iBanFirst
·Forecasting+2
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Metis
Payflows
·Treasury Management Systems+2
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Budget Management
Yooz
·Budgeting+2
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Shopify Capital
Shopify
·Business Credit & Lending+1
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QuickBooks Money
Intuit
·Accounting Platforms+3
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Mollie Capital
Mollie
·Business Credit & Lending+1
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Cash Flow Planning
Agicap
·Cash Flow Planning+2
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Accounts Payable Automation (APA)
Agicap
·Cash Flow Planning+2
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Bank & ERP Connectivity
Agicap
·Bank Reconciliation+1
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Cash Management & Forecasting
Agicap
·Cash Flow Planning+3
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Workday Adaptive Planning
Workday
·Business Planning Platforms+2
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Workday Financial Management
Workday
·Accounting Platforms+2
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Pigment Platform
Pigment
·Business Planning Platforms+3
5
LinkedIn Talent InsightsCore Product
LinkedIn Talent Solutions
·Hiring Analytics+1
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Business Credit & LendingMainTreasury Management Systems
A suite of fintech software products covering lending, credit analysis, securities trading, wealth management, treasury operations, investment management, settlement, and custodian business, designed for financial institutions.
Features
- Deploy virtual branches via mobile apps and web services
- Track and manage portfolios of high net worth clients
- Automate loan application processing
- Provide straight-through processing for securities trading
- Monitor and manage investment portfolios and returns
- Support multi-product loan processing
- Offer securities settlement and custodian services
- Provide comprehensive reporting on customer holdings and transactions
Business Credit & LendingMainTreasury Management Systems
A suite of fintech software products covering lending, credit analysis, securities trading, wealth management, treasury operations, investment management, settlement, and custodian business, designed for financial institutions.
Features
- Deploy virtual branches via mobile apps and web services
- Track and manage portfolios of high net worth clients
- Automate loan application processing
- Provide straight-through processing for securities trading
- Monitor and manage investment portfolios and returns
- Support multi-product loan processing
- Offer securities settlement and custodian services
- Provide comprehensive reporting on customer holdings and transactions