Financial Management Software
Divvy
Divvy is now marketed as BILL Spend & Expense. It combines company cards, budgets, expense tracking, reimbursements, and accounting integrations.
$0 / user/monthTechZella 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
Accounting Software
Datev
DATEV is a German software and cloud-services portfolio for accounting, payroll, tax work, and collaboration between professional firms and their clients.
€11.56 / month
T
Accounting Software
Twinfield
Twinfield is cloud accounting software for businesses and accounting practices, with multi-company reporting, invoicing, accountant collaboration and integrations.
€114.50 / month
Content Management System
Contentstack
Contentstack is a cloud-based, API-first headless CMS for modeling, managing, and delivering structured content across websites, mobile apps, and other digital channels.
$0 / month; no expiration
E-commerce Platform
Broadleaf Commerce
Broadleaf Commerce is a source-available, API-first commerce platform built on Java and Spring Boot microservices. It supports B2B and B2C commerce, including…
Custom quote
Conversational AI
Poly AI
PolyAI provides enterprise conversational agents for customer service across voice and digital channels, with integrations for contact-center and business systems.
Custom quote / Per minute
Identity and Access Management
Trueno (Trusona)
Trusona provides passwordless authentication and identity checks for account recovery and high-risk requests. Its current ATO Protect product verifies users through mobile-browser…
Multi-Factor Authentication
Octopus Authenticator (Secret Double Octopus)
An enterprise authenticator app for Secret Double Octopus’s workforce passwordless authentication platform. It supports mobile approvals and access across desktops, applications, VPNs,…
List pricing tops out at $6 per user / month
Identity and Access Management
Authsignal
Authsignal adds passkeys, adaptive MFA and authentication orchestration to existing identity systems through APIs, SDKs and pre-built interfaces.
$0 / 30 days
Identity and Access Management
1Kosmos BlockID
1Kosmos BlockID combines passwordless authentication with identity verification for workforce and customer access. It is an identity platform, not a password-vault application.
$60,000 / 12 months