Company lists · Data refreshed September 2026

Top 25 Accounting software for financial services based in the United States

Name: Accounting software for financial services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 450 companies tracked

RevenueBase identified 450 accounting software for financial services headquartered in the United States as of September 2026 and tracks 5,754 professional contacts across them, including 809 with verified work emails. New York is the largest hub.

This list covers accounting software for financial services headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

450Companies

5,754Contacts tracked

809Verified emails

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The 25 largest accounting software for financial services based in the United States

Ranked by team size

Top 25 of 450 accounting software for financial services based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to accounting software for financial services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 14, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
2	Debtbook	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	154 contacts →
	Strong evidence “DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to…” Source: RevenueBase Database · checked Sep 14, 2026
3	Digits	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	51-200	84 contacts →
	Strong evidence “AI-native accounting software, that works for you!” Source: RevenueBase Database · checked Sep 14, 2026
4	Peter Holtz CPA	Strong evidence	Manteca, CA, United StatesHQ checked Sep 14, 2026	51-200	83 contacts →
	Strong evidence “Clarity Of Your Business Financials Without The Accounting Headache If you are a struggling small business owner you are probably frustrated by your cash flow and financial system.” Source: RevenueBase Database · checked Sep 14, 2026
5	Flexi Software	Strong evidence	Shelton, CT, United StatesHQ checked Sep 14, 2026	51-200	45 contacts →
	Strong evidence “Flexi is a trusted provider of accounting software built for industries where accuracy, compliance, and scalability are critical.” Source: RevenueBase Database · checked Sep 14, 2026
6	Accutech Systems Corporation	Partial evidence	Muncie, IN, United StatesHQ checked Sep 14, 2026	201-500	38 contacts →
	Partial evidence “Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Source: RevenueBase Database · checked Sep 14, 2026
7	Accountingware	Partial evidence	Lubbock, TX, United StatesHQ checked Sep 14, 2026	51-200	37 contacts →
	Partial evidence “AccountingWare is the developer of ActivityHD, a flexible and comprehensive ERP system allowing the sophisticated accounting department to manage the enterprise.” Source: RevenueBase Database · checked Sep 14, 2026
8	Nextek	Strong evidence	Shoreview, MN, United StatesHQ checked Sep 14, 2026	11-50	31 contacts →
	Strong evidence “Our software serves 1500+ financial professionals nationwide.” Source: RevenueBase Database · checked Sep 14, 2026
9	Accounttech	Strong evidence	Billerica, MA, United StatesHQ checked Sep 14, 2026	11-50	28 contacts →
	Strong evidence “AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…” Source: RevenueBase Database · checked Sep 14, 2026
10	Mimics, INC	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	26 contacts →
	Strong evidence “MIMICS provides financial software for the financial services industry in the U.S.” Source: RevenueBase Database · checked Sep 14, 2026
11	RED Wing Software	Strong evidence	Red Wing, MN, United StatesHQ checked Sep 14, 2026	11-50	25 contacts →
	Strong evidence “Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…” Source: RevenueBase Database · checked Sep 14, 2026
12	TPG Software	Partial evidence	Houston, TX, United StatesHQ checked Sep 14, 2026	11-50	25 contacts →
	Partial evidence “Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…” Source: RevenueBase Database · checked Sep 14, 2026
13	Arcsys Technologies	Partial evidence	Norfolk, VA, United StatesHQ checked Sep 14, 2026	11-50	25 contacts →
	Partial evidence “The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.” Source: RevenueBase Database · checked Sep 14, 2026
14	SGA Software	Strong evidence	Ebensburg, PA, United StatesHQ checked Sep 14, 2026	11-50	21 contacts →
	Strong evidence “Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…” Source: RevenueBase Database · checked Sep 14, 2026
15	Quanta	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	11-50	21 contacts →
	Strong evidence “Quanta is the accounting platform and full-service accounting team for software companies that need their finances accurate, explainable, and always ready for decisions.” Source: RevenueBase Database · checked Sep 14, 2026
16	Fiscal Advocate, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	21 contacts →
	Strong evidence “At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Source: RevenueBase Database · checked Sep 14, 2026
17	Sagelight Accounting	Partial evidence	Irvine, CA, United StatesHQ checked Sep 14, 2026	11-50	21 contacts →
	Partial evidence “At Sagelight Accounting, we go beyond basic compliance.” Source: RevenueBase Database · checked Sep 14, 2026
18	Crystal Computer Consulting	Partial evidence	Janesville, WI, United StatesHQ checked Sep 14, 2026	11-50	19 contacts →
	Partial evidence “Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.” Source: RevenueBase Database · checked Sep 14, 2026
19	A&i Financials	Partial evidence	Cambridge, United StatesHQ checked Sep 14, 2026	11-50	17 contacts →
	Partial evidence “With 7+ years of experience and 150+ clients served, A&I Financials delivers tailored financial services powered by industry-leading tools like QuickBooks, Xero, Sage, and…” Source: RevenueBase Database · checked Sep 14, 2026
20	Procas, LLC	Strong evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Strong evidence “PROCAS Accounting Software for Government Contractors.” Source: RevenueBase Database · checked Sep 14, 2026
21	Credex Systems	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Partial evidence “Credex develops and supports software systems for consumer finance companies throughout the United States and in Guam.” Source: RevenueBase Database · checked Sep 14, 2026
22	Faragalla & Associates	Strong evidence	Frederick, MD, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Strong evidence “Specializes in meeting the financial needs of individuals and small businesses, by offering a variety of accounting and tax services.” Source: RevenueBase Database · checked Sep 14, 2026
23	Finopsys	Partial evidence	Sheridan, WY, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Partial evidence “Your Trusted Financial Operations Partner for Growing Businesses About FinOpSys FinOpSys helps growing businesses simplify their financial operations through reliable bookkeeping…” Source: RevenueBase Database · checked Sep 14, 2026
24	Outsourced Accounting Services, LLC	Partial evidence	Port Charlotte, OR, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Partial evidence “Outsourced Accounting Services provides client-focused services to address all of your firms accounting needs.” Source: RevenueBase Database · checked Sep 14, 2026
25	FWO Accounting & Consulting	Partial evidence	Carmel, IN, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Partial evidence “Investment partnership accounting consultants for family offices, hedge funds, and private equity funds Specialized experts in family office operations efficiency enhancements and…” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting software for financial services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names accounting software for financial services.
Partial evidence: Its own public description names part of accounting software for financial services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting software for financial services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 450 accounting software for financial services based in the United States

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Accounting software for financial services based in the United States at a glance

As of Sep 14, 2026

14.1%Verified-email coverage

12.8Average contacts per company

1-10Median size (employees)

3.6%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

312

11-50

116

51-200

201-500

501-1,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 450 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting software for financial services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “accounting software for financial services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting software for financial services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among accounting software for financial services, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 809 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting software for financial services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many accounting software for financial services are there based in the United States?

RevenueBase identified 450 accounting software for financial services headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

DST Systems, headquartered in Windsor, tops this list with the largest team on record.

Which city has the most accounting software for financial services?

New York leads with 16 headquartered companies, followed by Houston (13) and Los Angeles (11).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 809 verified decision-maker contacts tracked across these 450 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.