Best Finance Software in the USA

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.

MindCloud is an enterprise-ready integration platform that connects your tools and automates the workflows between them. Build reliable integrations across CRM, ERP, ecommerce, accounting, marketing, operations, and thousands of other applications—without the traditional engineering overhead. MindCloud gives teams the flexibility to automate simple tasks or orchestrate complex, production-critical business processes. Synchronize data in real time, transform information between systems, eliminate manual entry, and keep operations moving as your business scales. For teams that want expert guidance, MindCloud also provides a dedicated delivery team that can scope, build, launch, and support production workflows. Our solutions engineers turn real business requirements into dependable integrations without requiring customers to dedicate internal engineering resources. MindCloud supports thousands of applications, including Salesforce, HubSpot, NetSuite, QuickBooks, BigCommerce, Shopify, monday.com, ServiceTitan, Acumatica, Amazon, eBay, Airtable, Google Sheets, and many more. Connect to anything. Automate everything.

Finicity’s open banking platform makes connecting your customers’ financial data to your app or service simple. Finicity’s open banking platform is being used by some of the largest and most innovative organizations in the world to empower their customers with better financial experiences. Data quality is essential to your experience. Our data is battle tested in the most rigorous markets. Easily code to endpoints, test data and connect to Finicity’s open banking platform for leading API coverage of banks, credit unions, payroll providers and other financial services. Our suite of APIs makes it easy to access the data you need to power your products.

With Kinective Bridge™ (formerly OmniConnect), easily connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process. To thrive in today’s modern, digitally-focused world, you need one connection to scale your transformation efforts quickly and securely. Kinective has the connections you need. Our Kinective Bridge™ (formerly OmniConnect) solutions give you control by bridging the gap between legacy systems and modern digital services through 80+ turnkey fintech integrations across 99% of US-based cores.

Domo’s AI and data platform business is now part of Progress Software. Domo's cloud-native AI data readiness platform complements and significantly broadens Progress' data platform offerings, creating powerful synergies to deliver innovative, secure and scalable AI data readiness solutions worldwide. Together, these capabilities will help customers turn fragmented enterprise data and knowledge into governed, AI-ready intelligence, improving the security, governance and cost of AI-powered initiatives. Domo is the agentic platform for the intelligent enterprise, helping organizations connect, govern, activate, and distribute data and AI. Domo works with cloud data platforms including Snowflake, BigQuery, and Databricks to turn governed data into AI agents, apps, workflows, dashboards, and analytics. Its data foundation, activation, and distribution layers help teams build and deliver intelligence where work happens, with governance, security, and access controls across data and AI.

Remotely send your documents directly to the United States Postal Service through our cloud-based mailroom. DocuSend works with any accounting, billing, or CRM software that produces PDF documents containing a valid mailing address. Users can upload directly, or developers can integrate our REST API to offer a "Send Mail" button in their software, either as a reseller or for internal direct connectivity. There are enormous economic advantages for any business or organization that needs to safely print and mail documents on demand. We also offer an automated email service called DocuLink that lets you know which users open the document links sent and makes it easy to follow up with a hard copy if needed. We are sure that one of our features will improve your mailing experience: DocuSend, DocuLink or the Print-To-Mail Rest API will streamline the manual and time-consuming print, mail and email process.

MATLAB® combines a desktop environment tuned for iterative analysis and design processes with a programming language that expresses matrix and array mathematics directly. It includes the Live Editor for creating scripts that combine code, output, and formatted text in an executable notebook. MATLAB toolboxes are professionally developed, rigorously tested, and fully documented. MATLAB apps let you see how different algorithms work with your data. Iterate until you’ve got the results you want, then automatically generate a MATLAB program to reproduce or automate your work. Scale your analyses to run on clusters, GPUs, and clouds with only minor code changes. There’s no need to rewrite your code or learn big data programming and out-of-memory techniques. Automatically convert MATLAB algorithms to C/C++, HDL, and CUDA code to run on your embedded processor or FPGA/ASIC. MATLAB works with Simulink to support Model-Based Design.

Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers.

Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.

Kochava is a real-time data solutions company offering a comprehensive growth stack of solutions for data-driven advertisers. We empower advertisers to measure what matters with tools that deliver better insights and actionable data in one operational platform. Advertisers can map their growth journey with Kochava, leveraging mobile measurement partner (MMP) services, a next-generation marketing mix modeling (MMM) SaaS platform, and a premium platform for search ads automation and app store optimization (ASO). Kochava's MMM SaaS and search ads automation/ASO platforms work with advertisers using Kochava or any other MMP. With a culture of customer-driven innovation, dedication to data security, and the most powerful tools in the ecosystem, Kochava is trusted by top brands to harness their data for growth. Headquartered in Sandpoint, ID, the company has offices globally.

PayTraQer is a powerful automation application that syncs your sales, fees, refunds, and discounts from popular e-commerce platforms such as Amazon, Shopify, eBay, BigCommerce, WooCommerce, eBay, Walmart, Squarespace, and Ecwid and reconciles them in QuickBooks and Xero. PayTraQer also syncs online payments, fees, and other transactions from Paypal, Stripe, Square, Amazon Pay, Clover, Pin Payments, Authorize.Net, and Braintree to QuickBooks, and Xero. PayTraQer automates bookkeeping and streamlines your accounting process to integrate e-commerce and payment gateway effortlessly with QuickBooks or Xero for real-time, accurate synchronization. Say goodbye to manual data entry and hello to efficiency. Features: Automated Data Extraction Robust Integration Multi-Channel Support Intuitive User Experience Customization Options Manage Multiple Currencies Real-time Insights Hassle-free Tax Compliance

Automation Anywhere is the leader in Agentic Process Automation (APA), putting AI to work across organizations. The company’s platform is powered with specialized AI agents, generative AI, and offers process discovery, RPA end-to-end process orchestration, document processing and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, improve customer experiences and create new revenue streams. The company is guided by its vision to fuel the future of work by unleashing human potential through Agentic AI-powered automation.

With Briq you can expect predictable profits, reduced workload and accurate data for well-informed business decisions. Massive spreadsheets, out-of-date data, and slow processes — it’s all holding your business back from its full potential. Briq can modernize your business with automated workflows, smart data-entry bots and simplified financial processes. Accounting, project management, and CRM systems digitize the corners of your business, but they can create a void in the center of how you run your business. Unify your systems through Briq. We have a culture of innovation. Our solutions are modern and cutting-edge. We build with you. Our experts partner with your finance group. We are dedicated to your success. Our platform drives better business outcomes.

Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations. We help solve two main challenges in the enterprise: The first is the custom application backlog. Enterprise IT teams say “not now” to most custom application requests from business teams. While important to a department, they aren’t vital enough to engage limited IT bandwidth. Kissflow gives internal developers a hyper-fast platform to build various applications quickly. The second is starting a citizen development program. Process owners are scattered throughout the organization and need a standard, approved, and governed way to build automated applications that are a step up from spreadsheets. With its simple no-code design, patented rules engine, and comprehensive governance module,

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

Axelor is an Open Source business application suite that reinvents enterprise management. Built on a Low Code/No Code approach, it natively integrates key tools for digital transformation: ERP & CRM, BPM & workflows, BI & Analytics, web portals & CMS. The Axelor platform offers over 1500 ready-to-use connectors. Axelor provides specialized ERPs designed for various sectors: Industry & Manufacturing: Axelor Factory Services, Consulting & Construction: Axelor Service Retail & Distribution: Axelor Commerce Low Code Platform: Axelor Platform Enjoy a modern design and intuitive navigation. Unlike traditional management solutions, Axelor combines ease of use, simplicity and efficiency. Discover a new approach for an unequalled flexibility. Thanks to the integrated BPM, you can adapt in real time, with simple configurations and very few custom developments your application to business changes.

SDK.finance is a white-label core payments platform, serving as a backbone for building fintech products on top. Available in cloud PaaS and on-premise with the source code license versions, the platform caters to businesses of all sizes - from startups seeking affordable software to SMBs and enterprises that need scalability and independence.

Pelcro is an all-in-one Subscription & Membership Management Platform. A comprehensive and self-serve platform with no code required but has all of the development tools to provide ultimate flexibility. Top Pelcro Features: - Easily create subscriptions and e-commerce products in one place - Easily create metered paywalls, choose which content or features should go behind a paywall -Use advanced targeting to personalize the language and currency based on your user's location - Create and customize the user experience based on your brand - Fast check-out experience with Google Pay, Apple Pay, and PayPal -Manage users from the CRM or let them make changes from their self-serve dashboard -Customize and automate the payment journey, pricing models, and user flow based on your preferences - Export Analytics Reports including Gross Revenue, New Subscriptions - We offer 24/7 technical support Visit Pelcro.com to start for free or request a demo.

Behavior-Based Customer Messaging. Perfect for Your SaaS. Onboard and engage your SaaS users with targeted behavior-based campaigns. Choose the right channel — email or in-app messages — to deliver the right information when your users need it the most. Onboard your users with automated behavior-based campaigns. Deliver the right information at the right time. Trigger automated email campaigns based on what users do (or don’t do) in your product. Choose the right channel for each message: deliver via email or in-app messages. Segment your users based on their behavior. Send one-off broadcasts to make announcements and promote new features. Use built-in campaign templates, so that you never have to start from scratch. View your user profiles in a simple admin dashboard. Add filters or dive straight into user profiles one by one, where you can see all their events and properties.

Codat helps banks build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. Codat is used by the largest banks in the world to grow share of wallet, reduce churn & scale their operations. We are backed by leading investors including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures and American Express Ventures.

Gravitee is an AI agent management and API management platform designed to secure, observe, and govern interactions between AI agents, models, APIs, event streams, and enterprise services. Its AI Gateway provides centralized control for LLM traffic, MCP tool access, and agent-to-agent communication through LLM Proxy, MCP Proxy, and A2A Proxy capabilities. The platform can enforce authentication, authorization, least-privilege access, PII redaction, rate limits, spending controls, and audit logging across AI traffic. Gravitee also provides visibility into agent behavior, token consumption, dependencies, costs, and usage patterns so organizations can identify shadow AI and unmonitored workloads. Beyond AI governance, the platform manages APIs and event streams, including REST, GraphQL, gRPC, Kafka, and related enterprise integration patterns. Gravitee is designed for organizations that want a unified control layer for AI agents, APIs, events, and model access.

With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.

Decisions Platform is a no-code business automation solution that focuses on data handling, process automation, and business rule execution. Complete with a rule engine, workflow engine, form designer, report and/or dashboard builder, open API and SDK, the Decisions Platform offers a comprehensive business process management solution for large enterprises and software company partners. Built and tested using visual, drag and drop no-code design technologies, Decisions helps organizations manage and automate a number of business processes in a seamless and efficient way.

Enterprise Universal ERP API is a complete HTTP REST API with hundreds of accounting & ERP functions that you can use to add accounting and ERP functionality to your own applications! All basic Accounting and ERP functionality is included and made available via API calls! GL, AR, AP, OE, Inv, Warehousing, CRM, MRP, and ECommerce calls included. Since the Enterprise ERP API is implemented in stored procedures, and can be called either directly or via HTTP REST, ANY LANGUAGE or PLATFORM can be used to access the ERP business logic! IF the language / development environment / software platform can access MySQL or SQL Server, then it can use the ERP business logic directly! One of the BEST new features of this API, is that it will allow your company to hire outside developers to build sub-systems and add-ons to your software product WITHOUT having to SHARE THE SOURCE CODE WITH THEM! You can simply send your new outside developers the API Call List & API Documentation!

Introducing ShoutCMS: a game-changing platform for website and eCommerce development that redefines simplicity and efficiency. Say goodbye to plugins and hello to seamless business operations directly through your website. With ShoutCMS, you get an all-in-one solution that combines essential functions like Website Building, eCommerce, Invoicing, Mass Email, CRM, Form Templates, Calendar integration, Email accounts, and a Member Directory—all in a user-friendly package. Join the ranks of thousands of companies and organizations streamlining their digital marketing, lead generation, and day-to-day business management on one accessible platform. Ready to elevate your online presence and streamline operations? Build a better website. Run a better business. Experience ShoutCMS.

With Ultradox you can automate tedious tasks and create your own business applications without hiring a team of developers. The unique combination of workflow and template engine allows you to combine, send and print documents, generate websites or send response emails as part of your process. In addition to automations that run in the background, like creating and sending weekly reports, you can also create interactive apps that engage multiple users, like approval flows. Share your app with your users or colleagues directly from Google Drive. Published apps follow material design guidelines and play well on both desktop and mobile devices. Ultradox has been created to allow people with or without coding skills to create applications. It's amazing to see what users with no coding experience have created.

Automate your Amazon accounting. taxomate integrates Amazon Seller Central with your accounting software. taxomate compiles all of your Amazon transactions into one invoice for easy reconciliation with payments from Amazon. Still using spreadsheets or manually entering your orders? Stop worrying about manually entering and making mistakes. Calculate your Product Sales, Amazon Fees, FBA Fees, Advertising Costs, Shipping Costs, and more accurately understand your profitability and determine your taxes. Tired of paying for overpriced Amazon Accounting Software? We are over 50% less expensive than our competitors. Connect taxomate to your Amazon Seller Central Account using our guided setup process. Connect taxomate to your QuickBooks or Xero account. Get stuck? At any point, schedule a 1:1 personal call for us to assist. Our support is always FREE.

The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.