Company lists · Data refreshed September 2026
Top 25 Financial services accounting software companies based in the United States
RevenueBase identified 175 company matches for financial services accounting software companies associated with the United States as of September 2026 and tracks 4,096 professional contacts across them, including 374 with verified work emails. Houston is the largest hub.
This list covers company matches for financial services accounting 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 21, 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 services accounting software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,035 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 109 contacts → | ||||
Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 46 contacts → | ||||
Exact match “Infovisa is a leader in trust accounting software.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 45 contacts → | ||||
Exact match “Flexi is a trusted provider of accounting software built for industries where accuracy, compliance, and scalability are critical.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 38 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 21, 2026 · View company records in RevenueBase | |||||
| 6 | 31 contacts → | ||||
Exact match “Our software serves 1500+ financial professionals nationwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 28 contacts → | ||||
Exact match “AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 26 contacts → | ||||
Exact match “MIMICS provides financial software for the financial services industry in the U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 25 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 21, 2026 · View company records in RevenueBase | |||||
| 10 | 25 contacts → | ||||
Exact match “Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 21 contacts → | ||||
Exact match “Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 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 21, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “With 7+ years of experience and 150+ clients served, A&I Financials delivers tailored financial services powered by industry-leading tools like QuickBooks, Xero, Sage, and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “PROCAS Accounting Software for Government Contractors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “Outsourced Accounting Services provides client-focused services to address all of your firms accounting needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 14 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 21, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “We are a leading provider of comprehensive financial services, accounting solutions, and bookkeeping services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 12 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 21, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “Topo Advisors is a full-service finance and accounting firm for early-stage, venture-backed software and services companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “Spark Business Consulting specializes in accounting, bookkeeping, and financial management for small businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “LifeLine Financial captains fast-growing businesses nationwide in service, technology, retail, and trades.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Whether you need financial statement preparation, tax planning, cash-flow analysis or accounting service, you can rely on Libock & Associates for the expertise and support that…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Small Business Specialists provides financial services to the entire Tidewater area and beyond.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “At Afino, we simplify your financial management with expert services in bookkeeping, accounting, tax preparation, R&D tax credits, and CFO services.” Recorded in the RevenueBase company graph · Sep 21, 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 services accounting software companies”. 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 175 financial services accounting software companies based in the United States
See the full list, filter by size, metro and specialty, and access 374 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services accounting software companies based in the United States at a glance
As of Sep 21, 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 175 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 services accounting 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 374 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 21, 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 services accounting software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services accounting software companies are there based in the United States?
RevenueBase identified 175 company matches for financial services accounting 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 services accounting software companies?
Houston leads with 6 company records, followed by Los Angeles (5) and New York (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 374 professional contacts with verified work emails tracked across these 175 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 175 financial services accounting software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services accounting software companies by geography
- Financial services accounting software companies based in Australia
- Financial services accounting software companies based in Brazil
- Financial services accounting software companies based in Canada
- Financial services accounting software companies based in India
- Financial services accounting software companies 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 services accounting software companies based in Australia
- Financial services accounting software companies based in Brazil
- Financial services accounting software companies based in Canada
- Financial services accounting software companies based in India
- Financial services accounting software companies based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 financial services accounting software companies 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 175 matching company records for financial services accounting software companies based in the United States, with 4,096 tracked contacts and 374 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 21, 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 services accounting software companies 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 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Boston Financial Advisory Groupbostonfagroup.comHQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 109 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Infovisa, INCinfovisa.comHQ: Cornelius, NC, United StatesReported employees: 11-50 | Cornelius, NC, United States | 11-50 | Exact match | 46 contacts → |
“Infovisa is a leader in trust accounting software.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Flexi Softwareflexi.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 45 contacts → |
“Flexi is a trusted provider of accounting software built for industries where accuracy, compliance, and scalability are critical.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Accutech Systems Corporationtrustasc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 38 contacts → |
“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Accounttechaccounttech.comHQ: Billerica, MA, United StatesReported employees: 11-50 | Billerica, MA, United States | 11-50 | Exact match | 28 contacts → |
“AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Mimics, INCmimics.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 26 contacts → |
“MIMICS provides financial software for the financial services industry in the U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  RED Wing Softwareredwingsoftware.comHQ: Red Wing, MN, United StatesReported employees: 11-50 | Red Wing, MN, United States | 11-50 | Exact match | 25 contacts → |
“Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  TPG Softwaretpgsoftware.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  SGA Softwaresgasoftware.comHQ: Ebensburg, PA, United StatesReported employees: 11-50 | Ebensburg, PA, United States | 11-50 | Exact match | 21 contacts → |
“Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  A&i Financialsanifinancials.comHQ: Cambridge, United StatesReported employees: 11-50 | Cambridge, United States | 11-50 | Exact match | 17 contacts → |
“With 7+ years of experience and 150+ clients served, A&I Financials delivers tailored financial services powered by industry-leading tools like QuickBooks, Xero, Sage, and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Procas, LLCprocas.comHQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 16 contacts → |
“PROCAS Accounting Software for Government Contractors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Outsourced Accounting Services, LLC4oasllc.comHQ: Port Charlotte, OR, United StatesReported employees: 11-50 | Port Charlotte, OR, United States | 11-50 | Exact match | 15 contacts → |
“Outsourced Accounting Services provides client-focused services to address all of your firms accounting needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Finmarkfinmark.comHQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 14 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Demar Consulting Groupdemarconsultinggroup.comHQ: Reno, NV, United StatesReported employees: 11-50 | Reno, NV, United States | 11-50 | Exact match | 13 contacts → |
“We are a leading provider of comprehensive financial services, accounting solutions, and bookkeeping services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Finoptimalfinoptimal.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 12 contacts → |
“We build apps for our accounting firm to close the books continuously, and now you can use those apps too.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Topo Advisorstopoadvisors.comHQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 11 contacts → |
“Topo Advisors is a full-service finance and accounting firm for early-stage, venture-backed software and services companies.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Helix Financial Systemshelixfs.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Spark Business Consulting INCsparkbusinessconsulting.comHQ: Norwell, MA, United StatesReported employees: 1-10 | Norwell, MA, United States | 1-10 | Exact match | 9 contacts → |
“Spark Business Consulting specializes in accounting, bookkeeping, and financial management for small businesses.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Lifeline Financial Services, LLClifelinefinancialservices.comHQ: Bedford, NH, United StatesReported employees: 11-50 | Bedford, NH, United States | 11-50 | Exact match | 9 contacts → |
“LifeLine Financial captains fast-growing businesses nationwide in service, technology, retail, and trades.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Libock & Associateslibock.comHQ: Garden City, NY, United StatesReported employees: 1-10 | Garden City, NY, United States | 1-10 | Exact match | 7 contacts → |
“Whether you need financial statement preparation, tax planning, cash-flow analysis or accounting service, you can rely on Libock & Associates for the expertise and support that…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Small Business Specialistssbsvb.comHQ: Virginia Beach, VA, United StatesReported employees: 1-10 | Virginia Beach, VA, United States | 1-10 | Exact match | 7 contacts → |
“Small Business Specialists provides financial services to the entire Tidewater area and beyond.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  AFINOafino.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“At Afino, we simplify your financial management with expert services in bookkeeping, accounting, tax preparation, R&D tax credits, and CFO services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 175 company matches
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Financial services accounting software companies: dataset insights
September 21, 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
175 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 175 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 21, 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 services accounting software companies?
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 services accounting software companies did RevenueBase find based in the United States?
The saved snapshot records 175 matching company records, 4,096 tracked contacts and 374 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 21, 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 services accounting software companies by geography
- Financial services accounting software companies based in Australia
- Financial services accounting software companies based in Brazil
- Financial services accounting software companies based in Canada
- Financial services accounting software companies based in India
- Financial services accounting software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services accounting software companies based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/financial-services-accounting-software-companies/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 services accounting software companies based in Australia
- Financial services accounting software companies based in Brazil
- Financial services accounting software companies based in Canada
- Financial services accounting software companies based in India
- Financial services accounting software companies based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 financial services accounting software companies based in the United States
RevenueBase records 175 matching company records for financial services accounting software companies based in the United States, with 4,096 tracked contacts and 374 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 21, 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 services accounting software companies 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 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Boston Financial Advisory Groupbostonfagroup.com HQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 109 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Infovisa, INCinfovisa.com HQ: Cornelius, NC, United StatesReported employees: 11-50 | Cornelius, NC, United States | 11-50 | Exact match | 46 contacts → |
“Infovisa is a leader in trust accounting software.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Flexi Softwareflexi.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 45 contacts → |
“Flexi is a trusted provider of accounting software built for industries where accuracy, compliance, and scalability are critical.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Accutech Systems Corporationtrustasc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 38 contacts → |
“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Accounttechaccounttech.com HQ: Billerica, MA, United StatesReported employees: 11-50 | Billerica, MA, United States | 11-50 | Exact match | 28 contacts → |
“AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mimics, INCmimics.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 26 contacts → |
“MIMICS provides financial software for the financial services industry in the U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RED Wing Softwareredwingsoftware.com HQ: Red Wing, MN, United StatesReported employees: 11-50 | Red Wing, MN, United States | 11-50 | Exact match | 25 contacts → |
“Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TPG Softwaretpgsoftware.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SGA Softwaresgasoftware.com HQ: Ebensburg, PA, United StatesReported employees: 11-50 | Ebensburg, PA, United States | 11-50 | Exact match | 21 contacts → |
“Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | A&i Financialsanifinancials.com HQ: Cambridge, United StatesReported employees: 11-50 | Cambridge, United States | 11-50 | Exact match | 17 contacts → |
“With 7+ years of experience and 150+ clients served, A&I Financials delivers tailored financial services powered by industry-leading tools like QuickBooks, Xero, Sage, and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Procas, LLCprocas.com HQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 16 contacts → |
“PROCAS Accounting Software for Government Contractors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Outsourced Accounting Services, LLC4oasllc.com HQ: Port Charlotte, OR, United StatesReported employees: 11-50 | Port Charlotte, OR, United States | 11-50 | Exact match | 15 contacts → |
“Outsourced Accounting Services provides client-focused services to address all of your firms accounting needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finmarkfinmark.com HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 14 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Demar Consulting Groupdemarconsultinggroup.com HQ: Reno, NV, United StatesReported employees: 11-50 | Reno, NV, United States | 11-50 | Exact match | 13 contacts → |
“We are a leading provider of comprehensive financial services, accounting solutions, and bookkeeping services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finoptimalfinoptimal.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 12 contacts → |
“We build apps for our accounting firm to close the books continuously, and now you can use those apps too.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Topo Advisorstopoadvisors.com HQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 11 contacts → |
“Topo Advisors is a full-service finance and accounting firm for early-stage, venture-backed software and services companies.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Helix Financial Systemshelixfs.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Spark Business Consulting INCsparkbusinessconsulting.com HQ: Norwell, MA, United StatesReported employees: 1-10 | Norwell, MA, United States | 1-10 | Exact match | 9 contacts → |
“Spark Business Consulting specializes in accounting, bookkeeping, and financial management for small businesses.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lifeline Financial Services, LLClifelinefinancialservices.com HQ: Bedford, NH, United StatesReported employees: 11-50 | Bedford, NH, United States | 11-50 | Exact match | 9 contacts → |
“LifeLine Financial captains fast-growing businesses nationwide in service, technology, retail, and trades.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Libock & Associateslibock.com HQ: Garden City, NY, United StatesReported employees: 1-10 | Garden City, NY, United States | 1-10 | Exact match | 7 contacts → |
“Whether you need financial statement preparation, tax planning, cash-flow analysis or accounting service, you can rely on Libock & Associates for the expertise and support that…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Small Business Specialistssbsvb.com HQ: Virginia Beach, VA, United StatesReported employees: 1-10 | Virginia Beach, VA, United States | 1-10 | Exact match | 7 contacts → |
“Small Business Specialists provides financial services to the entire Tidewater area and beyond.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | AFINOafino.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“At Afino, we simplify your financial management with expert services in bookkeeping, accounting, tax preparation, R&D tax credits, and CFO services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 175 company matches
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Financial services accounting software companies: dataset insights
September 21, 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
175 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 175 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 21, 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 services accounting software companies?
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 services accounting software companies did RevenueBase find based in the United States?
The saved snapshot records 175 matching company records, 4,096 tracked contacts and 374 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 21, 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 services accounting software companies based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/financial-services-accounting-software-companies/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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