Company lists · Data refreshed September 2026
Top 25 Financial software companies based in the United States
RevenueBase identified 84 company matches for financial software companies associated with the United States as of September 2026 and tracks 7,063 professional contacts across them, including 2,321 with verified work emails and 2,017 with mobile numbers. San Francisco is the largest hub.
This list covers company matches for financial 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 2, 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 software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,032 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 1,941 contacts → | ||||
Exact match “insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 582 contacts → | ||||
Exact match “Planful is the pioneer of financial performance management cloud software.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 320 contacts → | ||||
Exact match “Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 202 contacts → | ||||
Exact match “Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 155 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 2, 2026 · View company records in RevenueBase | |||||
| 7 | 60 contacts → | ||||
Exact match “Wildgrube Software Pvt Ltd (WSPL) is a subsidiary company of MIMICS Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 50 contacts → | ||||
Exact match “A3 Solutions is the developer of A3 Modeling.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 48 contacts → | ||||
Exact match “The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 42 contacts → | ||||
Exact match “Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 39 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 2, 2026 · View company records in RevenueBase | |||||
| 12 | 35 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 2, 2026 · View company records in RevenueBase | |||||
| 13 | 27 contacts → | ||||
Exact match “Red Wing Software, Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 26 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 2, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 22 contacts → | ||||
Exact match “We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 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 2, 2026 · View company records in RevenueBase | |||||
| 18 | 19 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 2, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “Credex develops and supports software systems for consumer finance companies throughout the United States and in Guam.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 13 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 2, 2026 · View company records in RevenueBase | |||||
| 21 | 13 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 2, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Building a Stronger Future for Construction Contractors.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 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 2, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “BizTechnologies is the developer of BizSight 365, financial accounting software for Small Business, available in partnership with Microsoft Azure.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “SBS financial management software has everything your company needs in one integrated system.” Recorded in the RevenueBase company graph · Sep 2, 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 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 84 financial software companies based in the United States
See the full list, filter by size, metro and specialty, and access 2,321 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial software companies based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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 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 2,321 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 2, 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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial software companies are there based in the United States?
RevenueBase identified 84 company matches for financial 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 software companies?
San Francisco leads with 6 company records, followed by New York (5) and Chicago (4).
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 2,321 professional contacts with verified work emails tracked across these 84 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 84 financial software companies based in the United States. Start with a free account, no credit card.
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Financial software companies by geography
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 software companies based in the United Kingdom
- Financial software companies based in Brazil
- Financial software companies based in France
- Financial software companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
Company intelligence · public preview
Top 25 financial 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 84 matching company records for financial software companies based in the United States, with 7,063 tracked contacts and 2,321 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 2, 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 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: HQ not recorded; location: Windsor, CT, United StatesReported employees: 10001+ | HQ not recorded; location: Windsor, CT, United States | 10001+ | Exact match | 3,032 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Insightsoftwareinsightsoftware.comHQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,941 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Planfulplanful.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, CA, United States | 201-500 | Exact match | 582 contacts → |
“Planful is the pioneer of financial performance management cloud software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Aptitude Softwareaptitudesoftware.comHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Boston, MA, United States | 501-1,000 | Exact match | 320 contacts → |
“Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Profile Softwareprofilesw.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 201-500 | HQ not recorded; location: Miami, FL, United States | 201-500 | Exact match | 202 contacts → |
“Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Debtbookdebtbook.comHQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Charlotte, NC, United States | 51-200 | Exact match | 155 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wildgrube Software Private Limitedwildsoft.inHQ: HQ not recorded; location: Beaverton, OR, United StatesReported employees: 51-200 | HQ not recorded; location: Beaverton, OR, United States | 51-200 | Exact match | 60 contacts → |
“Wildgrube Software Pvt Ltd (WSPL) is a subsidiary company of MIMICS Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  A3 Solutionsa3solutions.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 50 contacts → |
“A3 Solutions is the developer of A3 Modeling.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Qvinci Softwareqvinci.comHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 48 contacts → |
“The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Martus Solutionsmartussolutions.comHQ: HQ not recorded; location: Greenville, SC, United StatesReported employees: 11-50 | HQ not recorded; location: Greenville, SC, United States | 11-50 | Exact match | 42 contacts → |
“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Accutech Systems Corporationtrustasc.comHQ: HQ not recorded; location: Muncie, IN, United StatesReported employees: 201-500 | HQ not recorded; location: Muncie, IN, United States | 201-500 | Exact match | 39 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Accountingwareaccountingware.comHQ: HQ not recorded; location: Lubbock, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Lubbock, TX, United States | 51-200 | Exact match | 35 contacts → |
“AccountingWare is the developer of ActivityHD, a flexible and comprehensive ERP system allowing the sophisticated accounting department to manage the enterprise.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  RED Wing Softwareredwingsoftware.comHQ: HQ not recorded; location: Red Wing, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Red Wing, MN, United States | 11-50 | Exact match | 27 contacts → |
“Red Wing Software, Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  TPG Softwaretpgsoftware.comHQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Denver, CO, United States | 11-50 | Exact match | 26 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Arcsys Technologiesarcsystechnologies.comHQ: HQ not recorded; location: Norfolk, VA, United StatesReported employees: 11-50 | HQ not recorded; location: Norfolk, VA, United States | 11-50 | Exact match | 24 contacts → |
“The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Cfo's Cloudcfoscloud.netHQ: HQ not recorded; location: Dallas, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Crystal Computer Consultingcrystalcomputer.comHQ: HQ not recorded; location: Janesville, WI, United StatesReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fyisoft, INCfyisoft.comHQ: HQ not recorded; location: Naples, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Naples, FL, United States | 11-50 | Exact match | 19 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Credex Systemscredexsystems.comHQ: HQ not recorded; location: Birmingham, AL, United StatesReported employees: 11-50 | HQ not recorded; location: Birmingham, AL, United States | 11-50 | Exact match | 16 contacts → |
“Credex develops and supports software systems for consumer finance companies throughout the United States and in Guam.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  MSX Group Prospero For Fp&amsxgroup.comHQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Diego, CA, United States | 11-50 | Exact match | 13 contacts → |
“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Finmarkfinmark.comHQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Raleigh, NC, United States | 11-50 | Exact match | 13 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Crewcostcrewcost.comHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Austin, TX, United States | 11-50 | Exact match | 9 contacts → |
“Building a Stronger Future for Construction Contractors.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Helix Financial Systemshelixfs.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Biztechnologiesbiztechnologiesonline.comHQ: HQ not recorded; location: Lewis Center, OH, United StatesReported employees: 11-50 | HQ not recorded; location: Lewis Center, OH, United States | 11-50 | Exact match | 8 contacts → |
“BizTechnologies is the developer of BizSight 365, financial accounting software for Small Business, available in partnership with Microsoft Azure.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Software Business Systems SBSsbsweb.comHQ: HQ not recorded; location: Minneapolis, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Minneapolis, MN, United States | 11-50 | Exact match | 7 contacts → |
“SBS financial management software has everything your company needs in one integrated system.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 84 company matches
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Financial software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
84 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 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 software companies did RevenueBase find based in the United States?
The saved snapshot records 84 matching company records, 7,063 tracked contacts and 2,321 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 2, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-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 software companies based in the United Kingdom
- Financial software companies based in Brazil
- Financial software companies based in France
- Financial software companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
Company intelligence · public preview
Top 25 financial software companies based in the United States
RevenueBase records 84 matching company records for financial software companies based in the United States, with 7,063 tracked contacts and 2,321 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 2, 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 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: HQ not recorded; location: Windsor, CT, United StatesReported employees: 10001+ | HQ not recorded; location: Windsor, CT, United States | 10001+ | Exact match | 3,032 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Insightsoftwareinsightsoftware.com HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,941 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Planfulplanful.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, CA, United States | 201-500 | Exact match | 582 contacts → |
“Planful is the pioneer of financial performance management cloud software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Aptitude Softwareaptitudesoftware.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Boston, MA, United States | 501-1,000 | Exact match | 320 contacts → |
“Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Profile Softwareprofilesw.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 201-500 | HQ not recorded; location: Miami, FL, United States | 201-500 | Exact match | 202 contacts → |
“Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Debtbookdebtbook.com HQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Charlotte, NC, United States | 51-200 | Exact match | 155 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wildgrube Software Private Limitedwildsoft.in HQ: HQ not recorded; location: Beaverton, OR, United StatesReported employees: 51-200 | HQ not recorded; location: Beaverton, OR, United States | 51-200 | Exact match | 60 contacts → |
“Wildgrube Software Pvt Ltd (WSPL) is a subsidiary company of MIMICS Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | A3 Solutionsa3solutions.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 50 contacts → |
“A3 Solutions is the developer of A3 Modeling.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Qvinci Softwareqvinci.com HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 48 contacts → |
“The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Martus Solutionsmartussolutions.com HQ: HQ not recorded; location: Greenville, SC, United StatesReported employees: 11-50 | HQ not recorded; location: Greenville, SC, United States | 11-50 | Exact match | 42 contacts → |
“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Accutech Systems Corporationtrustasc.com HQ: HQ not recorded; location: Muncie, IN, United StatesReported employees: 201-500 | HQ not recorded; location: Muncie, IN, United States | 201-500 | Exact match | 39 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Accountingwareaccountingware.com HQ: HQ not recorded; location: Lubbock, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Lubbock, TX, United States | 51-200 | Exact match | 35 contacts → |
“AccountingWare is the developer of ActivityHD, a flexible and comprehensive ERP system allowing the sophisticated accounting department to manage the enterprise.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | RED Wing Softwareredwingsoftware.com HQ: HQ not recorded; location: Red Wing, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Red Wing, MN, United States | 11-50 | Exact match | 27 contacts → |
“Red Wing Software, Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | TPG Softwaretpgsoftware.com HQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Denver, CO, United States | 11-50 | Exact match | 26 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Arcsys Technologiesarcsystechnologies.com HQ: HQ not recorded; location: Norfolk, VA, United StatesReported employees: 11-50 | HQ not recorded; location: Norfolk, VA, United States | 11-50 | Exact match | 24 contacts → |
“The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cfo's Cloudcfoscloud.net HQ: HQ not recorded; location: Dallas, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Crystal Computer Consultingcrystalcomputer.com HQ: HQ not recorded; location: Janesville, WI, United StatesReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fyisoft, INCfyisoft.com HQ: HQ not recorded; location: Naples, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Naples, FL, United States | 11-50 | Exact match | 19 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Credex Systemscredexsystems.com HQ: HQ not recorded; location: Birmingham, AL, United StatesReported employees: 11-50 | HQ not recorded; location: Birmingham, AL, United States | 11-50 | Exact match | 16 contacts → |
“Credex develops and supports software systems for consumer finance companies throughout the United States and in Guam.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MSX Group Prospero For Fp&amsxgroup.com HQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Diego, CA, United States | 11-50 | Exact match | 13 contacts → |
“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Finmarkfinmark.com HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Raleigh, NC, United States | 11-50 | Exact match | 13 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Crewcostcrewcost.com HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Austin, TX, United States | 11-50 | Exact match | 9 contacts → |
“Building a Stronger Future for Construction Contractors.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Helix Financial Systemshelixfs.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Biztechnologiesbiztechnologiesonline.com HQ: HQ not recorded; location: Lewis Center, OH, United StatesReported employees: 11-50 | HQ not recorded; location: Lewis Center, OH, United States | 11-50 | Exact match | 8 contacts → |
“BizTechnologies is the developer of BizSight 365, financial accounting software for Small Business, available in partnership with Microsoft Azure.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Software Business Systems SBSsbsweb.com HQ: HQ not recorded; location: Minneapolis, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Minneapolis, MN, United States | 11-50 | Exact match | 7 contacts → |
“SBS financial management software has everything your company needs in one integrated system.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 84 company matches
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Financial software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
84 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 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 software companies did RevenueBase find based in the United States?
The saved snapshot records 84 matching company records, 7,063 tracked contacts and 2,321 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 2, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-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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