Company lists · Data refreshed September 2026
Top 25 Financial management software companies for professional services based in the United States
RevenueBase identified 147 company matches for financial management software companies for professional services associated with the United States as of September 2026 and tracks 3,711 professional contacts across them, including 1,558 with verified work emails. New York is the largest hub.
This list covers company matches for financial management software companies for professional services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest financial management software companies for professional services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 739 contacts → | ||||
Exact match “Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 459 contacts → | ||||
Exact match “Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 402 contacts → | ||||
Exact match “Bringing visibility, value, and simplicity to your everyday operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 398 contacts → | ||||
Exact match “Helping architects and engineers run more profitable businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 168 contacts → | ||||
Exact match “ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 165 contacts → | ||||
Exact match “Leading a successful professional service firm is an art.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 130 contacts → | ||||
Exact match “Productive is an all-in-one platform designed for agencies, consultancies, and professional service businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 115 contacts → | ||||
Exact match “Monograph is a firm management platform that provides A&E firms with clarity into their budgets, projects, time, and clients so their entire team can make smarter decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 109 contacts → | ||||
Exact match “We Make Your Business Operations Comfortable.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 73 contacts → | ||||
Exact match “ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 54 contacts → | ||||
Exact match “Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “One platform to manage people, projects, and financials across any region, contract type, or compliance requirement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 31 contacts → | ||||
Exact match “Our software serves 1500+ financial professionals nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “C/F Data Systems develops and sells integrated project management, job costing, construction accounting software, STRUCTURECloud.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “Workamajig is agency management software for full-service agencies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 24 contacts → | ||||
Exact match “Advantage Software is purpose-built for full-service advertising agencies, in-house creative teams, public relations firms, and marketing firms of all sizes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 22 contacts → | ||||
Exact match “We are developers of time billing software.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 22 contacts → | ||||
Exact match “Software especializado en la industria creativa latinoamericana.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 21 contacts → | ||||
Exact match “The Modern Professional Services Platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 21 contacts → | ||||
Exact match “At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 20 contacts → | ||||
Exact match “Deltek WorkBook is creative agency management software owned and supported by Deltek and headquartered in Herndon, VA, USA with local offices in Copenhagen, Ho Chi Minh City…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “About Aptora We make an award-winning software suite built to manage all aspects of a contracting business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 19 contacts → | ||||
Exact match “EleVia Software develops, delivers and supports software to extend the value of the Deltek Vision® and Deltek Vantagepoint® ERP systems.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “At Fates, Bodily, and Parker, we provide comprehensive financial expertise and solutions that drive cost savings and competitive advantages for our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial management software companies for professional services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 147 financial management software companies for professional services based in the United States
See the full list, filter by size, metro and specialty, and access 1,558 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial management software companies for professional services based in the United States at a glance
As of Sep 28, 2026Companies by employee count
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 147 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “financial management software companies for professional services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 1,558 professional contacts with verified work emails across the full matched dataset. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial management software companies for professional services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial management software companies for professional services are there based in the United States?
RevenueBase identified 147 company matches for financial management software companies for professional services associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Elite Technology tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial management software companies for professional services?
New York leads with 9 company records, followed by Chicago (6) and Austin (5).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,558 professional contacts with verified work emails tracked across these 147 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 147 financial management software companies for professional services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial management software companies for professional services by geography
- Financial management software companies for professional services based in Australia
- Financial management software companies for professional services based in Brazil
- Financial management software companies for professional services based in Canada
- Financial management software companies for professional services based in France
- Financial management software companies for professional services based in the United Kingdom
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial management software companies for professional services based in Australia
- Financial management software companies for professional services based in Brazil
- Financial management software companies for professional services based in Canada
- Financial management software companies for professional services based in France
- Financial management software companies for professional services based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 financial management software companies for professional services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 147 matching company records for financial management software companies for professional services based in the United States, with 3,711 tracked contacts and 1,558 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial management software companies for professional services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Elite Technologyelite.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 739 contacts → |
“Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Unanetunanet.comHQ: Dulles, VA, United StatesReported employees: 201-500 | Dulles, VA, United States | 201-500 | Exact match | 459 contacts → |
“Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Lexisnexis Legallexisnexis.comHQ: Raleigh, NC, United StatesReported employees: 501-1,000 | Raleigh, NC, United States | 501-1,000 | Exact match | 402 contacts → |
“Bringing visibility, value, and simplicity to your everyday operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  BQE Softwarebqe.comHQ: West Hollywood, CA, United StatesReported employees: 201-500 | West Hollywood, CA, United States | 201-500 | Exact match | 398 contacts → |
“Helping architects and engineers run more profitable businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Profitsolvprofitsolv.comHQ: West Palm Beach, FL, United StatesReported employees: 201-500 | West Palm Beach, FL, United States | 201-500 | Exact match | 168 contacts → |
“ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bigtime Software, INCbigtime.netHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 165 contacts → |
“Leading a successful professional service firm is an art.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Productiveproductive.ioHQ: Claymont, United StatesReported employees: 51-200 | Claymont, United States | 51-200 | Exact match | 130 contacts → |
“Productive is an all-in-one platform designed for agencies, consultancies, and professional service businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Monographmonograph.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 115 contacts → |
“Monograph is a firm management platform that provides A&E firms with clarity into their budgets, projects, time, and clients so their entire team can make smarter decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Red Bank, NJ, United StatesReported employees: 51-200 | Red Bank, NJ, United States | 51-200 | Exact match | 109 contacts → |
“We Make Your Business Operations Comfortable.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Aces Quality Managementacesquality.comHQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 73 contacts → |
“ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fuelfinancefuelfinance.meHQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 54 contacts → |
“Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Upland PSAuplandsoftware.comHQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 32 contacts → |
“One platform to manage people, projects, and financials across any region, contract type, or compliance requirement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Nexteknextekdevelopment.comHQ: Shoreview, MN, United StatesReported employees: 11-50 | Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  C F Data Systems, LLCcfdatasystems.comHQ: Weymouth, MA, United StatesReported employees: 11-50 | Weymouth, MA, United States | 11-50 | Exact match | 29 contacts → |
“C/F Data Systems develops and sells integrated project management, job costing, construction accounting software, STRUCTURECloud.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Workamajigworkamajig.comHQ: Toms River, NJ, United StatesReported employees: 51-200 | Toms River, NJ, United States | 51-200 | Exact match | 24 contacts → |
“Workamajig is agency management software for full-service agencies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Advantage Software Companygotoadvantage.comHQ: Mooresville, NC, United StatesReported employees: 51-200 | Mooresville, NC, United States | 51-200 | Exact match | 24 contacts → |
“Advantage Software is purpose-built for full-service advertising agencies, in-house creative teams, public relations firms, and marketing firms of all sizes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Timesolv Corporationtimesolv.comHQ: Eagan, MN, United StatesReported employees: 11-50 | Eagan, MN, United States | 11-50 | Exact match | 22 contacts → |
“We are developers of time billing software.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Unabaseunabase.comHQ: Palmetto Bay, FL, United StatesReported employees: 11-50 | Palmetto Bay, FL, United States | 11-50 | Exact match | 22 contacts → |
“Software especializado en la industria creativa latinoamericana.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  RUDDRruddr.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 21 contacts → |
“The Modern Professional Services Platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fiscal Advocate, INCfiscaladvocate.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 21 contacts → |
“At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Deltek Workbookdeltek.comHQ: Herndon, VA, United StatesReported employees: 1,001-5,000 | Herndon, VA, United States | 1,001-5,000 | Exact match | 20 contacts → |
“Deltek WorkBook is creative agency management software owned and supported by Deltek and headquartered in Herndon, VA, USA with local offices in Copenhagen, Ho Chi Minh City…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Aptoraaptora.comHQ: Lenexa, KS, United StatesReported employees: 11-50 | Lenexa, KS, United States | 11-50 | Exact match | 20 contacts → |
“About Aptora We make an award-winning software suite built to manage all aspects of a contracting business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Elevia Softwareeleviasoftware.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 19 contacts → |
“EleVia Software develops, delivers and supports software to extend the value of the Deltek Vision® and Deltek Vantagepoint® ERP systems.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fates, Bodily, & Parker Pllcfbpcpa.com HQ: Itasca, IL, United StatesReported employees: 11-50 | Itasca, IL, United States | 11-50 | Exact match | 19 contacts → |
“At Fates, Bodily, and Parker, we provide comprehensive financial expertise and solutions that drive cost savings and competitive advantages for our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Crystal Computer Consultingcrystalcomputer.comHQ: Janesville, WI, United StatesReported employees: 11-50 | Janesville, WI, United States | 11-50 | Exact match | 19 contacts → |
“Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 147 company matches
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Financial management software companies for professional services: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
147 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 147 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial management software companies for professional services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial management software companies for professional services did RevenueBase find based in the United States?
The saved snapshot records 147 matching company records, 3,711 tracked contacts and 1,558 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial management software companies for professional services by geography
- Financial management software companies for professional services based in Australia
- Financial management software companies for professional services based in Brazil
- Financial management software companies for professional services based in Canada
- Financial management software companies for professional services based in France
- Financial management software companies for professional services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial management software companies for professional services based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-management-software-companies-for-professional-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial management software companies for professional services based in Australia
- Financial management software companies for professional services based in Brazil
- Financial management software companies for professional services based in Canada
- Financial management software companies for professional services based in France
- Financial management software companies for professional services based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 financial management software companies for professional services based in the United States
RevenueBase records 147 matching company records for financial management software companies for professional services based in the United States, with 3,711 tracked contacts and 1,558 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial management software companies for professional services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Elite Technologyelite.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 739 contacts → |
“Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Unanetunanet.com HQ: Dulles, VA, United StatesReported employees: 201-500 | Dulles, VA, United States | 201-500 | Exact match | 459 contacts → |
“Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Lexisnexis Legallexisnexis.com HQ: Raleigh, NC, United StatesReported employees: 501-1,000 | Raleigh, NC, United States | 501-1,000 | Exact match | 402 contacts → |
“Bringing visibility, value, and simplicity to your everyday operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BQE Softwarebqe.com HQ: West Hollywood, CA, United StatesReported employees: 201-500 | West Hollywood, CA, United States | 201-500 | Exact match | 398 contacts → |
“Helping architects and engineers run more profitable businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Profitsolvprofitsolv.com HQ: West Palm Beach, FL, United StatesReported employees: 201-500 | West Palm Beach, FL, United States | 201-500 | Exact match | 168 contacts → |
“ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bigtime Software, INCbigtime.net HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 165 contacts → |
“Leading a successful professional service firm is an art.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Productiveproductive.io HQ: Claymont, United StatesReported employees: 51-200 | Claymont, United States | 51-200 | Exact match | 130 contacts → |
“Productive is an all-in-one platform designed for agencies, consultancies, and professional service businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Monographmonograph.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 115 contacts → |
“Monograph is a firm management platform that provides A&E firms with clarity into their budgets, projects, time, and clients so their entire team can make smarter decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Red Bank, NJ, United StatesReported employees: 51-200 | Red Bank, NJ, United States | 51-200 | Exact match | 109 contacts → |
“We Make Your Business Operations Comfortable.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Aces Quality Managementacesquality.com HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 73 contacts → |
“ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fuelfinancefuelfinance.me HQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 54 contacts → |
“Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Upland PSAuplandsoftware.com HQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 32 contacts → |
“One platform to manage people, projects, and financials across any region, contract type, or compliance requirement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nexteknextekdevelopment.com HQ: Shoreview, MN, United StatesReported employees: 11-50 | Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | C F Data Systems, LLCcfdatasystems.com HQ: Weymouth, MA, United StatesReported employees: 11-50 | Weymouth, MA, United States | 11-50 | Exact match | 29 contacts → |
“C/F Data Systems develops and sells integrated project management, job costing, construction accounting software, STRUCTURECloud.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Workamajigworkamajig.com HQ: Toms River, NJ, United StatesReported employees: 51-200 | Toms River, NJ, United States | 51-200 | Exact match | 24 contacts → |
“Workamajig is agency management software for full-service agencies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Advantage Software Companygotoadvantage.com HQ: Mooresville, NC, United StatesReported employees: 51-200 | Mooresville, NC, United States | 51-200 | Exact match | 24 contacts → |
“Advantage Software is purpose-built for full-service advertising agencies, in-house creative teams, public relations firms, and marketing firms of all sizes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Timesolv Corporationtimesolv.com HQ: Eagan, MN, United StatesReported employees: 11-50 | Eagan, MN, United States | 11-50 | Exact match | 22 contacts → |
“We are developers of time billing software.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Unabaseunabase.com HQ: Palmetto Bay, FL, United StatesReported employees: 11-50 | Palmetto Bay, FL, United States | 11-50 | Exact match | 22 contacts → |
“Software especializado en la industria creativa latinoamericana.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | RUDDRruddr.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 21 contacts → |
“The Modern Professional Services Platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fiscal Advocate, INCfiscaladvocate.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 21 contacts → |
“At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Deltek Workbookdeltek.com HQ: Herndon, VA, United StatesReported employees: 1,001-5,000 | Herndon, VA, United States | 1,001-5,000 | Exact match | 20 contacts → |
“Deltek WorkBook is creative agency management software owned and supported by Deltek and headquartered in Herndon, VA, USA with local offices in Copenhagen, Ho Chi Minh City…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Aptoraaptora.com HQ: Lenexa, KS, United StatesReported employees: 11-50 | Lenexa, KS, United States | 11-50 | Exact match | 20 contacts → |
“About Aptora We make an award-winning software suite built to manage all aspects of a contracting business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Elevia Softwareeleviasoftware.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 19 contacts → |
“EleVia Software develops, delivers and supports software to extend the value of the Deltek Vision® and Deltek Vantagepoint® ERP systems.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fates, Bodily, & Parker Pllcfbpcpa.com HQ: Itasca, IL, United StatesReported employees: 11-50 | Itasca, IL, United States | 11-50 | Exact match | 19 contacts → |
“At Fates, Bodily, and Parker, we provide comprehensive financial expertise and solutions that drive cost savings and competitive advantages for our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Crystal Computer Consultingcrystalcomputer.com HQ: Janesville, WI, United StatesReported employees: 11-50 | Janesville, WI, United States | 11-50 | Exact match | 19 contacts → |
“Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 147 company matches
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Financial management software companies for professional services: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
147 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 147 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial management software companies for professional services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial management software companies for professional services did RevenueBase find based in the United States?
The saved snapshot records 147 matching company records, 3,711 tracked contacts and 1,558 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial management software companies for professional services based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-management-software-companies-for-professional-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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