Company lists · Data refreshed September 2026

Top 25 Financial management software development companies based in the United States

RevenueBase identified 119 financial management software development companies headquartered in the United States as of September 2026 and tracks 3,904 professional contacts across them, including 2,345 with verified work emails. New York is the largest hub.

This list covers financial management software development 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 28, 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 28, 2026 86% judged on-target in blind review
119Companies
3,904Contacts tracked
2,345Verified emails
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The 25 largest financial management software development companies based in the United States

Ranked by team size
Top 25 of 119 financial management software development companies based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial management software development 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 evidenceRaleigh, NC, United StatesHQ checked Sep 28, 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 28, 2026
2Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026201-500591 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceMenlo Park, CA, United StatesHQ checked Sep 28, 202651-200249 contacts →

Partial evidence

“Your financial life doesn't fit in a single category.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 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 28, 2026
5Indirect evidenceRoseville, CA, United StatesHQ checked Sep 28, 2026201-50068 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceAustin, TX, United StatesHQ checked Sep 28, 202651-20048 contacts →

Strong 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 28, 2026
7Partial evidencePetaluma, CA, United StatesHQ checked Sep 28, 202611-5047 contacts →

Partial evidence

“AccountMate Software Corporation Founded in 1984, AccountMate develops and markets fully modifiable business accounting software.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceGreenville, SC, United StatesHQ checked Sep 28, 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 28, 2026
9Partial evidenceMuncie, IN, United StatesHQ checked Sep 28, 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 28, 2026
10Indirect evidenceLubbock, TX, United StatesHQ checked Sep 28, 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 28, 2026
11Partial evidenceNorthfield, IL, United StatesHQ checked Sep 28, 202611-5027 contacts →

Partial evidence

“Passport Software develops comprehensive business and accounting software in the small and medium-sized business markets.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidencePortland, OR, United StatesHQ checked Sep 28, 202611-5026 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceRed Wing, MN, United StatesHQ checked Sep 28, 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 28, 2026
14Partial evidenceNorfolk, VA, United StatesHQ checked Sep 28, 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 28, 2026
15Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
16Indirect evidenceNaples, FL, United StatesHQ checked Sep 28, 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 28, 2026
17Partial evidenceJanesville, WI, United StatesHQ checked Sep 28, 202611-5019 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 28, 2026
18Indirect evidenceSouth Jordan, UT, United StatesHQ checked Sep 28, 202611-5018 contacts →

Indirect evidence

“Make better decisions with better insights.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceBirmingham, AL, United StatesHQ checked Sep 28, 202611-5016 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 28, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“Budgyt is the most affordable business budgeting platform on the market.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceRaleigh, NC, United StatesHQ checked Sep 28, 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 28, 2026
22Strong evidenceAtlanta, NJ, United StatesHQ checked Sep 28, 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 28, 2026
23Indirect evidenceMiddletown, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“A good sign you need to update your CFO’s stack is when your team is doing manual tasks repeatedly or if more of the time is spent on gathering data rather than driving insights,”…”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceHonolulu, HI, United StatesHQ checked Sep 28, 202611-5011 contacts →

Strong evidence

“Meet e-manage|ONE, the brainchild of Marketplace Software, a comprehensive business management solution engineered to streamline and optimize a wide spectrum of operational…”

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 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 28, 2026

Showing 25 of 119 financial management software development companies based in the United States

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Financial management software development companies based in the United States at a glance

As of Sep 28, 2026
60.1%Verified-email coverage
32.8Average contacts per company
11-50Median size (employees)
5.9%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
59
11-50
43
51-200
11
201-500
4
501-1,000
1
1,001-5,000
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 119 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 financial management software development 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 “financial management software development 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 financial management software development 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 financial management software development 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, 2,345 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 28, 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 financial management software development 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 financial management software development companies are there based in the United States?

RevenueBase identified 119 financial management software development 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?

Insightsoftware, headquartered in Raleigh, tops this list with the largest team on record.

Which city has the most financial management software development companies?

New York leads with 7 headquartered companies, followed by Atlanta (4) and Houston (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 2,345 verified decision-maker contacts tracked across these 119 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 28, 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.