Workflow Automation
Jobvite
Jobvite is a cloud talent-acquisition suite combining applicant tracking with recruiting, candidate engagement, analytics, and optional onboarding modules.
Custom quote / Not publicly specifiedTechZella Directory
Financial Services Software in 2026
List of Financial Services Software | Last updated: November 6, 2026
This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.
Editorial guide
About Financial Services software
This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.
Related context
Explore Financial Services through related software needs
These links use TechZella's existing product-to-taxonomy relationships. They are navigation aids, not independent endorsements.
Directory
Software listed under Financial Services
Browse the current directory listings and open individual profiles for detailed feature, pricing and evidence information.
Quick comparison
Financial Services Software
| # | Software / Tool | Best For | TechZella Score | User Rating | Pricing |
|---|---|---|---|---|---|
| 1 | Sigma Computing | Sigma is a cloud analytics and application platform that queries supported data… | 8.1/10 | — | $0 / Quote-based |
| 2 | Qlik Sense | Qlik Sense is an analytics and business intelligence platform for building interactive… | 8.0/10 | — | $300 / $825 |
| 3 | Scratchpad | Scratchpad is a Salesforce-connected sales workspace for pipeline updates, notes, and deal… | 8.0/10 | — | $20 / $16 |
| 4 | ThoughtSpot | Cloud analytics software for querying warehouse data in natural language, building interactive… | 8.0/10 | — | $25 per user / $50 per user |
| 5 | Domo | Domo is a cloud data and analytics platform for connecting, preparing, and… | 7.9/10 | — | $0 / Custom |
| 6 | 6sense | 6sense combines B2B buyer-intent data, predictive account prioritization, and marketing and sales… | 7.8/10 | — | Contact sales |
| 7 | Redash | Redash is an open-source tool for querying data from multiple sources and… | 7.8/10 | — | $0 |
| 8 | Cognism | Cognism is a B2B sales-intelligence platform for prospecting, contact and company data,… | 7.7/10 | — | Contact sales |
| 9 | Act! CRM | Act! CRM combines contact, activity, and sales-pipeline management with marketing tools. It… | 7.5/10 | — | $30 per user per month / $45 per… |
| 10 | GoldMine | GoldMine is a CRM for contact and activity management, sales opportunities, forecasting,… | 6.9/10 | — | Contact for quote / CA$65 |
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Editorial selection
Financial Services Software in 2026
Enterprise Resource Planning (ERP)
Cezanne HR
Cezanne HR is a cloud-based HR platform with modular tools for employee records, onboarding, absence, performance, recruitment, time, and payroll.
Custom quote; minimum monthly fee applies / month
Workflow Automation
Rippling
Rippling combines workforce data with HR, payroll, IT, and finance tools. Its workflows can automate tasks across employee and business systems.
Starts at $8 per employee per month plus a monthly base fee / month
Financial Management Software
Board International
Board is an enterprise planning platform for financial and operational planning, analytics, and reporting. It connects planning models with enterprise data and…
On request / Not publicly listed
Financial Management Software
Anaplan
Anaplan is a cloud-based enterprise planning platform for connecting financial, sales, workforce, retail, and supply chain plans. It supports scenario modeling, forecasting,…
Quote-based; standard public price not verified
Financial Management Software
Prophix
Prophix One is a cloud financial performance platform for budgeting, forecasting, reporting, consolidation, and close management. It connects finance data from ERP,…
Custom quote / Contract-based
Financial Management Software
Vena Solutions
Vena is a cloud FP&A platform for budgeting, forecasting, reporting and planning, with Excel as a central interface and integrations for finance…
Quote-based / Not publicly listed
Accounting Software
FloQast
FloQast is cloud accounting workflow software for financial close management, reconciliations, reporting, and compliance. Its product suite also includes AI-assisted accounting workflows.
Custom quote / Not publicly stated
Accounting Software
BlackLine
BlackLine is cloud-based finance and accounting software for financial close, reconciliations, transaction matching, journal entries, and related workflows.
Quote-based / Contract-based
Accounting Software
AvidXchange
AvidXchange automates invoice capture, approvals, purchasing, and supplier payments, connecting AP workflows with existing accounting and ERP systems.
Contact vendor / Contract-based