Company lists · Data refreshed September 2026

Top 25 Financial operations software companies based in the United States

RevenueBase identified 133 company matches for financial operations software companies associated with the United States as of September 2026 and tracks 14,434 professional contacts across them, including 4,809 with verified work emails. San Francisco is the largest hub.

This list covers company matches for financial operations software companies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
133Companies
14,434Contacts tracked
4,809Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial operations software companies based in the United States

Ranked by team size
Top 25 of 133 company matches for financial operations software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchWindsor, CT, United StatesHQ recorded Sep 28, 202610001+3,035 contacts →

Exact match

“DST Systems, Inc.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchNew York, FL, United StatesHQ recorded Sep 28, 20261,001-5,0002,123 contacts →

Exact match

“Ramp is an all-in-one financial operations platform designed to save businesses time and money.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchRaleigh, NC, United StatesHQ recorded Sep 28, 20261,001-5,0001,964 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchWoodland Hills, CA, United StatesHQ recorded Sep 28, 20261,001-5,0001,947 contacts →

Exact match

“BlackLine (Nasdaq: BL) is building the trust infrastructure for the AI era of finance: a future where intelligence and integrity rise together across the work of finance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 2026201-500591 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchPlano, TX, United StatesHQ recorded Sep 28, 2026501-1,000216 contacts →

Exact match

“Adra combined with Trintech in 2019.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-200172 contacts →

Exact match

“PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchMinneapolis, MN, United StatesHQ recorded Sep 28, 2026201-500160 contacts →

Exact match

“IDS offers a suite of secured finance technologies to help banks, specialty finance firms and captive finance organizations optimize operational efficiency and drive growth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202651-200154 contacts →

Exact match

“DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-20078 contacts →

Exact match

“Ascend is the only complete financial operations platform built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchRoseville, CA, United StatesHQ recorded Sep 28, 2026201-50068 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchWashington, DC, United StatesHQ recorded Sep 28, 202611-5055 contacts →

Exact match

“FutureView Systems is focused on providing businesses finance solutions to rapidly transform their finance functions into strategic business partners.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchMuncie, IN, United StatesHQ recorded Sep 28, 2026201-50038 contacts →

Exact match

“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchLubbock, TX, United StatesHQ recorded Sep 28, 202651-20037 contacts →

Exact match

“AccountingWare is the developer of ActivityHD, a flexible and comprehensive ERP system allowing the sophisticated accounting department to manage the enterprise.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5026 contacts →

Exact match

“IntegriDATA is a financial technology software and consulting company dedicated to helping alternative investment managers improve efficiency and reduce risk.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchPortland, OR, United StatesHQ recorded Sep 28, 202611-5026 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchSpringville, UT, United StatesHQ recorded Sep 28, 202611-5025 contacts →

Exact match

“CPA firms are spending 15-20 hours a month building reports their clients barely look at.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchRed Wing, MN, United StatesHQ recorded Sep 28, 202611-5025 contacts →

Exact match

“Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchNaples, FL, United StatesHQ recorded Sep 28, 202611-5019 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchJanesville, WI, United StatesHQ recorded Sep 28, 202611-5019 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
21Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 202611-5018 contacts →

Exact match

“Contractors don't just need better software.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5016 contacts →

Exact match

“Klear is bringing working capital management into the 21st century.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchRaleigh, NC, United StatesHQ recorded Sep 28, 202611-5014 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchAtlanta, NJ, United StatesHQ recorded Sep 28, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“We build apps for our accounting firm to close the books continuously, and now you can use those apps too.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 133 financial operations software companies based in the United States

See the full list, filter by size, metro and specialty, and access 4,809 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial operations software companies based in the United States at a glance

As of Sep 28, 2026
33.3%Verified-email coverage
108.5Average contacts per company
11-50Median size (employees)
8.3%Largest-city concentration · San Francisco
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
66
11-50
45
51-200
8
201-500
6
501-1,000
2
1,001-5,000
5
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 133 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 operations software companies” 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 4,809 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 operations software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial operations software companies are there based in the United States?

RevenueBase identified 133 company matches for financial operations software companies 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?

DST Systems tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial operations software companies?

San Francisco leads with 11 company records, followed by New York (8) and Miami (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 4,809 professional contacts with verified work emails tracked across these 133 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 133 financial operations software companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

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.