Sanction Scanner is an AML compliance platform providing real-time name screening, transaction monitoring, and risk assessment tools for financial services.
privasee (Vera) is an AI-powered automation platform designed to support insurance broking back-office workflows, document processing, and RFP responses.
Meniga is a digital banking platform that provides transaction enrichment, AI-powered insights, and personal finance management tools for financial institutions.
Best for:
Mid-Market Banks, Enterprise Financial Institutions, Digital Banking Teams, Neobanks
Finance & AccountingERPdigital banking platform
mastercard api
Payment Processing
Mastercard Developers provides APIs for payment processing, bank account connectivity, and security for companies building financial products.
Best for:
Ecommerce Stores, Small Businesses, Enterprise Companies, Software Developers
Finance & AccountingPayment ProcessingMastercard API review
lovat
Tax Software
Lovatio is a mobile tax reporting app that scans DAC7 notices and imports transaction data to help self-employed professionals generate tax forms.
Best for:
Freelancers, Rideshare and delivery drivers, Content creators, Online marketplace sellers
Finance & AccountingTax SoftwareLovatio review
lendesk
ERP
Lendesk provides a digital mortgage ecosystem, including Finmo, to help brokers and lenders manage deal creation and borrower intake.
deFacto Planning is an Integrated Business Planning platform that connects Microsoft tools with a model-based architecture for forecasting and analytics.
Best for:
Mid-market companies, Enterprise organizations, Fortune 500 companies, Organizations using the Microsoft ecosystem
Finance & AccountingFinancial Planningintegrated business planning…
cytora
Workflow Automation
Cytora is a risk digitization platform for commercial insurance that uses agentic AI to help automate the processing of submissions, claims, and renewals.
Best for:
Commercial Insurers, Wholesale Brokers, Managing General Agents (MGAs), Reinsurers
IBM Cloudability is a cloud financial management platform providing multi-cloud cost visibility, anomaly detection, and optimization tools for FinOps teams.
Best for:
FinOps practitioners, Cloud infrastructure engineers, Finance and procurement teams, IT leadership
Finance & AccountingAnalytics and Reportingcloud financial management software
circleblack
Financial Planning
CircleBlack is a wealth management platform that aggregates financial data and centralizes advisor workflows into a single interface.
Best for:
Breakaway Advisors, Established RIAs, Enterprise Wealth Management Firms, Financial Advisors
Chartwise is an AI-powered trading platform that provides trade journaling, performance analytics, and market pattern detection for traders.
Best for:
Individual active traders, Serious traders, Trading teams
Finance & AccountingAnalytics and ReportingChartwise review
budget maestro
Financial Planning
Budget Maestro (now Centage) is a cloud-native FP&A platform designed for budgeting, forecasting, and consolidated reporting for mid-market finance teams.
Best for:
Mid-market finance teams, CFOs, Controllers, Mid-market business owners
BillingPlatform is a revenue lifecycle management platform designed to automate recurring billing, subscription management, and order-to-cash processes.
