Best Finance Software in the USA of 2026

Odoo

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.

1,714 Ratings

Starting Price: $25.00/month/user

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Rippling

Streamline your business with Rippling’s all-in-one platform for HR, IT, payroll, and spend management. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration. Automate HR tasks, ensure compliance, and streamline approvals. Simplify IT with device management, software access, and compliance monitoring, all from one dashboard. Enjoy timely payroll, real-time financial visibility, and dynamic spend policies. Rippling empowers your business to save time, reduce costs, and enhance efficiency, allowing you to focus on growth. Experience the power of unified management with Rippling today.

20,776 Ratings

Starting Price: $8 PEPM

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Shape Software

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

136 Ratings

Starting Price: $119

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Birdeye

Birdeye builds AI agents for multi-location brands — trusted by the largest enterprise brands globally, including Sutter Health, Aspen Dental, Sun Auto and Caesars Entertainment. We give you AI coworkers at every location — for marketing, operations, and customer experience — that do the jobs your business needs done by employing multiple agents that work together to win AI visibility, convert demand, and deliver a consistent customer experience. Enterprise-Ready → Built for Scale SSO, audit logging, HIPAA, SOC 2, and GDPR. Role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. So you stay in control while AI handles execution across hundreds of locations. With teams across the U.S., U.K., Australia, and India, Birdeye is redefining how enterprises win locally at scale.

5,192 Ratings

Starting Price: $250/month

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iDenfy

Powerful, all-in-one identity verification, fraud prevention, and compliance platform. iDenfy protects startups, financial institutions, gambling, streaming, ridesharing, and other digital services from identity fraud using a three-layer identity verification process. The process protects businesses from the most threatening forms of identity fraud. iDenfy also provides services for business verification, proxy detection, fraud scoring, AML screening and monitoring, NFC verification, and other fraud prevention services. Founded before AML, fraud, and GDPR regulations were put into place, iDenfy pioneered identity verification. The company covers users' ID verification process in full, combining AI-based biometric recognition and manual human checks to ensure they are real users. Save up to 40% of identity verification costs using our ID verification software. Pay per successful ID verification and save up to 40% of identity verification services expenses.

277 Ratings

Starting Price: €0.5 per verification

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Datagate Telecom Billing

Datagate Innovation

Datagate is a SaaS, telecom billing solution for MSPs that sell UCaaS, VoIP, mobile voice & data services under their own brand. Datagate integrates with popular software systems that MSPs use including ConnectWise Manage, QuickBooks, Xero, Stripe, Authorize.net and others. Suitable for MSPs in USA, Canada, UK, Australia and New Zealand; Datagate & partners handle all telecom tax & compliance requirements.

12 Ratings

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WorkDash

WorkDash Software

WorkDash is a digital business management platform that enables business owners to manage their entire operations from marketing, through to workforce management and invoicing. WorkDash can be used in whole or in part, depending on the needs of the business.

1 Rating

Starting Price: $29/month

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HubSpot CRM

HubSpot

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

153 Ratings

Starting Price: Free

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Convoso

Convoso: The Best F 'ING Dialer for sales pros who mean business. Since 2006, Convoso has been flipping the script in the outbound sales, delivering an AI-powered sales platform that doesn't just help you grow—it helps you dominate. We’re not here to blend in; we’re here to stand out and help you do the same by driving profitability, connecting with more prospects, and crushing engagement at scale. And yeah, we’ve got compliance with TCPA and all the regs covered—so you can focus on what matters: closing deals. Convoso is trusted by thousands of customers across industries like insurance, financial services, solar, home services, BPOs, lead gen, and legal sectors. We’re not just another dialer. We’re the dialer built for closers.

30 Ratings

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SEON

SEON's mission is to create a world free from financial crime by stopping fraud earlier and quicker in the customer journey. With the trust of more than 5,000 companies, SEON has reviewed billions of transactions, preventing over €160 billion in fraudulent activities. Our rapid integration, and 30 days free trial, allow businesses to try SEON with low risk and high rewards. SEON provides a comprehensive end-to-end fraud prevention solution, including Anti-Money Laundering (AML). Our unique approach combines social signals with deep digital footprinting, leveraging fully-explainable machine learning to identify emerging fraud threats. As a recipient of numerous accolades, including Sifted's Rising 100, Deloitte's Technology Fast 50, Crunchbase's Emerging Unicorn, and G2's Fastest Growing Software in 2022, SEON has raised $94 million in Series B funding as of April 2022. Operating globally from Austin, London, Budapest, and Singapore, we are committed to making the world safer.

6 Ratings

Starting Price: €599

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Facebook Messenger

Keap

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

11 Ratings

Starting Price: $40 per month

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Automation Anywhere

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.

3 Ratings

Starting Price: $750.00

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WeChat

Tencent

Whether you want to send messages or share photos and videos, you can chat freely through WeChat. Wherever you go, you can immediately get in touch with the people you care about using WeChat. Search and add friends directly via WeChat ID or mobile number. Start chatting once your friend request has been accepted. On Moments, you can share your life's favorite experiences using photos or videos with your friends, and also see your friends' Moments at any time. Let's share on Moments! Get face-to-face with your friends and family instantly via WeChat. WeChat allows you make free video and voice calls no matter where you are with one friend or a group of friends. If you're unable to express your feelings in words, then send a sticker to make your chats more fun. Designed by talented artists around the globe, WeChat's Sticker Gallery offers users free downloads and sending of countless fun stickers. Come and select your favorite stickers to chat with your friends!

3 Ratings

Starting Price: Free

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Ghost

Publish online, build a business, work from home. Ghost makes it simple to publish content online, grow an audience with email newsletters, and make money from premium memberships. Publish on your terms. You control the design, the content, the experience, and everything in between. No broken algorithms or social network rules. You're in charge. Create a membership business to develop a direct relationship with your audience and generate sustainable, recurring revenue from your creative work; on your terms. Ghost is the world’s most popular open source headless Node.js CMS — it ships with a default admin client and front-end, but you can also swap them out with your own JAMstack. Explore hundreds of integrations for Ghost to speed up your workflow, or build your own custom integrations with our open source developer SDKs.

3 Ratings

Starting Price: $29 per month

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Surefire CRM

Top of Mind Networks

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

3 Ratings

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Weave

Weave is the all-in-one customer communication and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. The first Utah company to join Y Combinator, Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been included in the Forbes Cloud 100, Inc. 5000 fastest-growing companies in America, and Glassdoor Best Places to Work.

3 Ratings

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Thryv

The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.

3 Ratings

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Telgoo5

Meet All Your BSS & OCS Needs. A SaaS-Based, End-to-End Telecom Platform, Telgoo5 is an end to end cloud based SaaS platform that powers Cable and Internet service providers (MSP’s), Mobile operators (MNO’s), Mobile Virtual Network Operators (MVNO), Enablers (MVNE) and Aggregators (MVNA). Our modular platform offers an Omni Channel CRM, Billing, Online Charging and payment engine that drives many of the global brands in this space. How we can help you? The Telgoo5 platforms are powering industry players across the Mobile Virtual Network ecosystem. See how we can help your company delight your customers and support your revenue growth. How does it work? Our billing and operation support system makes your tasks simpler by adapting to your needs. Have a look at some of its important features and how it works: Top-notch AI integration anticipates your needs before they appear. Integrated with top carriers. Hosted on AWS. Simple APIs for addressing emerging requirements.

2 Ratings

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beehiiv

beehiiv is an all-in-one growth platform designed specifically for digital content publishers, creators, and brands to launch, engage, and monetize their audiences. It offers powerful tools like a no-code newsletter builder, website builder, and a built-in ad network to help users create and grow their media presence effortlessly. The platform supports audience segmentation, AI-powered recommendations, automation, and detailed analytics to optimize growth and engagement. Users can manage multiple publications, run referral programs, and benefit from integrations with popular tools like Stripe, Zapier, and Google Analytics. Pricing plans range from a free tier for beginners to premium tiers with advanced features and team collaboration tools. Trusted by over 19,000 customers and major media brands, beehiiv streamlines the publishing process from creation to monetization.

1 Rating

Starting Price: Free

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SMS-Magic

Screen-Magic Mobile Media Inc

Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.

1 Rating

Starting Price: $50 per month

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Substack

A place for independent writing. Start a newsletter. Build your community. Make money from subscriptions. Publishing is free, with no limits. We only make money when you do. Your email list is your community. When you start a Substack, you get: - Your own email list - A website for all your posts - Community features - Audio, video, images, GIFs, and more - Control over what’s free and what’s only for your paying subscribers It takes less than a minute to get started. Build your audience on Substack, or bring them over. When you're ready, you can add paid subscriptions. We take care of the details so you can focus on writing. Top writers on Substack make hundreds of thousands of dollars a year. When readers pay writers directly, writers can focus on doing the work they care about most. A few hundred paying subscribers can support a livelihood. A few thousand makes it lucrative

1 Rating

Starting Price: Free

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eEndorsements

eEndorsements is the All In One solution for local service businesses. A Ready Digital Shop for You. A Great Digital Experience for Your Customers. Get all the essential automation your business needs to grow scale from appointment booking to seamless payment with marketing promotions and automation that keeps your business booming. Local Business Directory Listing Online Appointment Booking Appointment Waitlist Appointment Reminders Mobile Appointment Check In Card On File Appointment Reservation/ Check Out Appointment Cancellation Policy Management Online/Mobile Invoicing and Payments Tablet, Card Reader Compatibility Accounting Software Integration Product Inventory Gratuity Management Review Collection and Management Video Reviews Promotional Offer Campaigns Gift Cards SMS Marketing Event/ Trigger Marketing Automation Social Media Posting Contact Management Team and Multiple Location Management

Starting Price: $49.00/month

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Attio

Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.

Starting Price: $0

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MeetFox

MeetFox is an all-in productivity tool that lets you schedule meetings, host conference calls, and collect instant payments. Craft your own professional booking page, complete with your brand logo and colors. Sync multiple calendars to automatically determine availability. Share a simple link to connect your meeting participants to a browser-based video call. You can also process card payments with Stripe and charge for your bookings. Embed a booking form into your website with a single line of code or include a link to your booking page in your email signature or social media pages, including Facebook, Linkedin, Twitter, and Instagram.

Starting Price: free

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Userlist

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.

Starting Price: $99 per month

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Viirtue

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.

Starting Price: $5/month per user

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Twilio Verify

Twilio

100% Protection from SMS pumping fraud with Verify. Verify is a fully managed API for multichannel user verification. And it now includes guaranteed protection from SMS pumping fraud with Fraud Guard. Terms apply. A multi-channel user verification solution in one turnkey API. Add seamless two-factor authentication to your onboarding and login flow with a single API that does the work of a full one-time password (OTP) delivery solution. Fraud Guard has already saved customers over $46 million by blocking over 398 million* fraud attempts. With first-to-market innovation, Fraud Guard offers 100% protection against SMS pumping fraud. Quickly integrate a ready-use solution that handles all your connectivity, channels, code generation, fraud monitoring, and more using native software—so you don’t have to. Reduce fraud across your multi-channel user experience with phone number verification that uses one API endpoint to validate users and detect fraud with minimal friction.

Starting Price: $0.05/successful verification

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HubSpot Customer Platform

HubSpot

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Starting Price: Free

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TelecomBilling.Net

Dynasoft

TelecomBilling.Net is a cloud-based billing and accountancy platform tailored for telecoms, ISPs, VoIP providers, and MVNOs. With over 20 years of market experience, it offers comprehensive features such as real-time call data record (CDR) processing, invoicing, tariff management, and detailed financial reporting. The platform supports unlimited billing formats and sources, providing flexibility and scalability for diverse business needs. Users can access the service via a modern cloud portal or a desktop app, both designed for ease of use and high reliability. TelecomBilling.Net also provides outsourced billing services, handling everything from data import to invoice generation. The platform emphasizes robust customer support and 99.9% uptime, ensuring dependable performance.

Starting Price: $99/month

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Best Finance Software in the USA

Compare the Top Finance Software in the USA as of September 2026

What is Finance Software in the USA?