Company lists · Data refreshed September 2026

Top 25 Finance software companies based in the United States

RevenueBase identified 99 finance software companies headquartered in the United States as of September 2026 and tracks 6,599 professional contacts across them, including 2,150 with verified work emails. San Francisco is the largest hub.

This list covers finance software companies 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 21, 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 21, 2026 86% judged on-target in blind review
99Companies
6,599Contacts tracked
2,150Verified emails
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The 25 largest finance software companies based in the United States

Ranked by team size
Top 25 of 99 finance software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to finance software companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWindsor, CT, United StatesHQ checked Sep 21, 202610001+3,035 contacts →

Indirect evidence

“DST Systems, Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 21, 20261,001-5,0001,964 contacts →

Indirect evidence

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Source: RevenueBase Database · checked Sep 21, 2026
3Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 21, 2026201-500591 contacts →

Strong evidence

“Planful is the pioneer of financial performance management cloud software.”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202651-200154 contacts →

Partial 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 21, 2026
5Indirect evidenceRoseville, CA, United StatesHQ checked Sep 21, 2026201-50068 contacts →

Indirect evidence

“As of April 30th we'll be moving to our new insightsoftware page.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 21, 202611-5051 contacts →

Indirect evidence

“A3 Solutions is the developer of A3 Modeling.”

Source: RevenueBase Database · checked Sep 21, 2026
7Partial evidenceAustin, TX, United StatesHQ checked Sep 21, 202651-20048 contacts →

Partial evidence

“The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceGreenville, SC, United StatesHQ checked Sep 21, 202611-5041 contacts →

Partial evidence

“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.”

Source: RevenueBase Database · checked Sep 21, 2026
9Partial evidenceMuncie, IN, United StatesHQ checked Sep 21, 2026201-50038 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 21, 2026
10Indirect evidenceLubbock, TX, United StatesHQ checked Sep 21, 202651-20037 contacts →

Indirect 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 21, 2026
11Strong evidencePortland, OR, United StatesHQ checked Sep 21, 202611-5026 contacts →

Strong evidence

“MIMICS provides financial software for the financial services industry in the U.S.”

Source: RevenueBase Database · checked Sep 21, 2026
12Strong evidenceRed Wing, MN, United StatesHQ checked Sep 21, 202611-5025 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 21, 2026
13Indirect evidenceHouston, TX, United StatesHQ checked Sep 21, 202611-5025 contacts →

Indirect 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 21, 2026
14Partial evidenceNorfolk, VA, United StatesHQ checked Sep 21, 202611-5025 contacts →

Partial evidence

“The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-5022 contacts →

Partial evidence

“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceNaples, FL, United StatesHQ checked Sep 21, 202611-5019 contacts →

Indirect evidence

“A simple integration with your ERP can bring the automation power needed to reduce your reporting time 50% or more.* FYIsoft solutions are designed for companies with complex…”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceJanesville, WI, United StatesHQ checked Sep 21, 202611-5019 contacts →

Indirect 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 21, 2026
18Strong evidenceBirmingham, AL, United StatesHQ checked Sep 21, 202611-5016 contacts →

Strong evidence

“Credex develops and supports software systems for consumer finance companies throughout the United States and in Guam.”

Source: RevenueBase Database · checked Sep 21, 2026
19Strong evidenceRaleigh, NC, United StatesHQ checked Sep 21, 202611-5014 contacts →

Strong evidence

“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.”

Source: RevenueBase Database · checked Sep 21, 2026
20Strong evidenceAtlanta, NJ, United StatesHQ checked Sep 21, 202611-5013 contacts →

Strong evidence

“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidenceJersey City, NJ, United StatesHQ checked Sep 21, 202651-20012 contacts →

Partial evidence

Financial Sciences Corporation ("FSC") was founded in New York City in 1987 to develop and distribute ATOM and other advanced financial systems.”

Source: RevenueBase Database · checked Sep 21, 2026
22Strong evidenceNew York, NY, United StatesHQ checked Sep 21, 202611-509 contacts →

Strong evidence

“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“Building a Stronger Future for Construction Contractors.”

Source: RevenueBase Database · checked Sep 21, 2026
24Strong evidenceOrem, UT, United StatesHQ checked Sep 21, 202611-508 contacts →

Strong evidence

“Pelorus Method is a proven leader in providing comprehensive financial software and solutions to local governments featuring core accounting functionality, budgeting and planning…”

Source: RevenueBase Database · checked Sep 21, 2026
25Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 21, 202611-507 contacts →

Strong evidence

“SBS financial management software has everything your company needs in one integrated system.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 99 finance software companies based in the United States

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Finance software companies based in the United States at a glance

As of Sep 21, 2026
32.6%Verified-email coverage
66.7Average contacts per company
11-50Median size (employees)
7.1%Largest-city concentration · San Francisco
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
39
51-200
8
201-500
4
501-1,000
1
1,001-5,000
2
10001+
1

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 99 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 finance software companies, 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 “finance software companies”. 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 finance software companies), 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 finance software companies, 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, 2,150 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 21, 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 finance software companies, 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 finance software companies are there based in the United States?

RevenueBase identified 99 finance software companies 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 finance software companies?

San Francisco leads with 7 headquartered companies, followed by Chicago (4) and New York (4).

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 2,150 verified decision-maker contacts tracked across these 99 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 21, 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.