Logiciels pour services financiers

Acuity Scheduling est une solution logicielle de planification de rendez-vous hébergée dans le cloud qui permet aux chefs d'entreprise de gérer leurs rendez-vous en ligne. Le produit répond aux besoins des PME ainsi que des... En savoir plus

Windwards Studios est une solution de création de documents et de reporting qui fournit un système de création de document optimisé par les données pour les intégrateurs de système, les grandes entreprises et les OEM (Original... En savoir plus

Kani is a financial reporting and reconciliation platform that automates transactional datasets, converts complex financial data into a reconcilable format. Kani's proprietary technology allows users to build custom reports with... En savoir plus

HES FinTech est un éditeur de logiciels financiers et un consultant en technologie. L'éditeur fournit le support technologique nécessaire au cycle de vie complet des prêts, de la création, la souscription et la gestion des prêts... En savoir plus

OneCore is a Microsoft-certified financial services solution designed for Microsoft Dynamics that helps organizations manage financial services for leases, fleet, loans, and more from within a unified platform. Key features of... En savoir plus

Regate est un outil de gestion financière complet qui simplifie le travail des équipes financières au quotidien. Grâce à Regate, débarrassez-vous de la myriade d'outils et de papiers superflus : vous pouvez désormais tout gérer à... En savoir plus

PayPal est une plateforme de paiement numérique qui permet aux entreprises et aux particuliers d'émettre et d'accepter des paiements via un portail en ligne sans révéler leurs données bancaires. La solution est adaptée aux... En savoir plus

Venmo is a digital payment and wallet gateway that allows customers to transfer money and make payments via their mobile device. Businesses are able to generate exposure for the brand as users share their purchases on the Venmo... En savoir plus

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational... En savoir plus

SAP S/4HANA est une solution ERP (Enterprise Resource Planning) hébergée dans le cloud et sur site. Elle convient aux petites, moyennes et grandes entreprises dans des secteurs tels que l'automobile, l'ingénierie, la construction,... En savoir plus

Spendesk est une solution cloud de gestion des dépenses conçue pour aider les entreprises à gérer les factures, les processus d'approbation, les remboursements de notes de frais, les cartes de débit virtuelles, etc. La plateforme... En savoir plus

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include... En savoir plus

Sage 300cloud (formerly Sage Accpac) is an enterprise resource planning (ERP) software system that serves small and medium-size businesses in professional services, financial services, public sector, and other markets such as... En savoir plus

Brex makes it easy for finance teams and employees to spend smart, grow fast, and enjoy the ride. En savoir plus

Focus X est un système ERP (Enterprise Resource Planning) complet qui vous aide à relier chaque aspect de vos opérations commerciales. De la production à la chaîne d'approvisionnement, en passant par la gestion de la relation... En savoir plus

OnBase est une plateforme cloud d'information d'entreprise qui aide les petites, moyennes et grandes entreprises à gérer le contenu, les processus et les cas. Avec des solutions spécifiques pour les secteurs de l'assurance, de la... En savoir plus

With Tax Clarity, advisors can strengthen their value by showing clients how to make retirement decisions in the most tax-efficient way. Tax Clarity is a retirement planning software tool that provides clients with a clear... En savoir plus

Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lead capturing and performance management. It allows users to automatically allocate leads to sales representatives... En savoir plus

Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides... En savoir plus

Corpay is a cloud-based accounts payable solution, which helps enterprises across education, construction, hospitality, healthcare, manufacturing and various other industries approve and process invoice payments for both domestic... En savoir plus

Plaid est une solution financière dans le cloud qui aide les utilisateurs à établir une connexion entre les applications et les comptes bancaires pour accéder aux données bancaires. La plateforme permet d'authentifier les... En savoir plus

AccountsIQ is a cloud accounting software that simplifies the capture, process, and reporting of financial data. It offers intuitive tools to automate consolidation, manage budget, audit, digital VAT returns, and cash flow. It is... En savoir plus

IRIS CRM is an end-to-end sales, customer support, and residuals management solution. Manage your entire payments business from the same platform. IRIS CRM eliminates the need to invest in multiple systems. En savoir plus

SaasAnt Transactions, built for Quickbooks, is a data entry solution that helps businesses import, review, delete, and map daily transactions on a centralized platform. The history functionality allows team leaders to maintain an... En savoir plus

MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading robots, signals and fundamental analysis. Key features include web trading, algorithmic trading, mobile trading... En savoir plus

ScaleFactor is a cloud-based business accounting solution suitable for small and midsize companies. It helps businesses to automate complex accounting workflows and translate financial information into actionable insights. Key... En savoir plus

Coconut is a cloud-based appointment scheduling solution designed for enterprise financial services organizations such as credit unions, retail banks and more. Key features include online bookings, recurring appointments, group... En savoir plus

SAP S/4HANA is an integrated enterprise resource planning (ERP) software suite designed to serve businesses of size and kinds. SAP ERP is used to address the needs of many industry verticals including manufacturing, retail,... En savoir plus

Manage your savings, loans, and pool investments in DLS Financials to calculate interest, manage payments, and share in profits and losses over all members of your dioceses or other organization. The system reports back to the... En savoir plus

From discovery to purchasing, management and cancellation, Cledara is the All-in-One SaaS management platform that companies love. Cledara brings visibility and control of all your SaaS subscriptions so your company can scale... En savoir plus

Infor SunSystems est une solution intégrée de gestion des finances, des achats, de l'inventaire et des ventes. Proposé en plusieurs langues et devises et disponible pour un déploiement dans le cloud et sur site, SunSystems... En savoir plus

ONESOURCE Indirect Tax is a software product suite for clients needing support with their daily tax responsibilities. It offers products that can help users determine and analyze VAT and GST as well as manage all of their... En savoir plus

SnapAP provides AP teams with a complete Procure-To-Pay digitized workflow, from requisition to strategic payment management. The cloud-based application is immediately available in a mobile environment. SnapAP automation... En savoir plus

Decision Lender is a cloud-based consumer loan origination solution that helps credit unions, banks and finance companies automate the lending process. With configurable dashboard and analytics, the platform enables users to... En savoir plus

Ivalua, toutes les dépenses, tous les fournisseurs, aucun compromis. Reconnue comme l'un des leaders par Gartner & Forrester, la suite source-to-pay d'Ivalua est utilisée par plus de 300 grandes entreprises à travers le monde... En savoir plus

PitchBook is a provider of business intelligence tools that are designed to collect different types of data from websites, press releases, filings, and so much more. PitchBook's analytic and data management tools allow users to... En savoir plus

Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel as if you are sitting side-by-side. Co-browsing session instantly begins in a browser window using a link or... En savoir plus

Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech startups. Its API and products enable to aggregate financial data and documents, and to perform... En savoir plus

Centime is a financial forecasting solution that connects directly to your General Ledger and can help businesses monitor and control cash flow. Using machine learning technology, Centime uses the data from your General Ledger to... En savoir plus

FYIsoft enables finance and accounting teams to speed and simplify the financial close and make better data-driven decisions with its integrated platform for financial reporting, budgeting and analytics. Designed for mid to... En savoir plus

EzPay America is a cloud-based software that helps businesses manage processing of payments through ApplePay, Google Wallet, Samsung Pay, credit and debit cards, ACH and other modes. The platform includes iSpyFraud, a rule-based... En savoir plus

RightCapital is a financial planning software that helps advisors and advisors networks with budget planning and financial strategies. The cloud-based software can be deployed on-premise by installing the application on iOS and... En savoir plus

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing,... En savoir plus

FAD is a digital signature solution designed to help businesses sign and validate documents using mobile devices. It secures the transfer of information across systems using Transport Layer Security (TLS) protocols. FAD enables... En savoir plus

Questis meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Our innovative solution of technology and coaching provides... En savoir plus

D&B Credit is a cloud-based risk management solution designed to help businesses analyze credit applications and identify growth opportunities using predictive analytics. The platform enables organizations to establish custom... En savoir plus

Oracle FLEXCUBE is a banking management and loan servicing solution that helps businesses design, launch, and manage financial products based on multiple parameters, such as languages, currencies, entities, countries, markets,... En savoir plus

iMX allows leasing companies to run a smooth and efficient business by providing extensive coverage of the leasing products lifecycle. The platform provides a point of sale, where managers can check a customer's eligibility,... En savoir plus

Dancing Numbers is a data management solution that helps small to midsize businesses using QuickBooks to import, export, and delete transactions across the system. The solution enables managers to organize and store files, remove... En savoir plus

Fitsyn is a marketing automation software designed to help businesses create a customizable dashboard and identify loan opportunities. Administrators can create accounts for clients, track submitted applications and view declined... En savoir plus