Finance Software and the Best Finance Tools Compared

CollectWise automates consumer debt collection with AI. Our platform allows creditors and agencies to double their recovery rates while reducing collection costs by 75%.

WePay is a multi-party payments API for SMB SaaS, POS Platforms, and Online Marketplaces. It was acquired by JPMorgan Chase in 2018.

FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional financial advisory and wealth management firms. FutureAdvisor is leading a shift in financial services towards transparency, convenience and inclusion. FutureAdvisor is looking for engineers to help build better portfolio management tools for everyone. Our unbiased financial advice is giving middle- and working-class families powerful tools they never had access to before, and they're free. If our mission strikes a chord with you, please send us your resume: https://www.futureadvisor.com/jobs Social Media Community Policy: Content posted here by third-parties about FutureAdvisor remains the responsibility of the party posting the content, and is neither endorsed by FutureAdvisor nor representative of FutureAdvisor's viewpoints. Any opinions or statements posted by third parties are their own, and may not be indicative of others'​ experience or future performance or success. FutureAdvisor does not endorse or adopt any content on a third-party site linked to from this page. At its discretion, FutureAdvisor may remove any content containing violations of securities regulations; lewdness, personal attacks or obscenity; comments irrelevant to the topic at hand; or unsolicited advertisements and spam.

Fivestars is a leading payment and customer loyalty platform for small local businesses. Our mission is to help businesses and communities thrive by turning every transaction into a relationship. Since launching in 2011, Fivestars has become a rewarding platform with 60 million users discovering and driving sales to 14,000+ small businesses. We help drive over $3 billion in local sales per year. More than 1 million people sign up monthly to support the local businesses that make our neighborhoods great. The company is backed by Lightspeed, DCM, Menlo Ventures, HarbourVest, and others. Together, let’s #LoveLocal. Visit www.fivestars.com for more information.

Sift is the leader in Digital Trust & Safety, empowering digital disruptors to Fortune 500 companies to unlock new revenue without risk. Sift dynamically prevents fraud and abuse through industry-leading technology and expertise, an unrivaled global data network of 70 billion events per month, and a commitment to long-term customer partnerships. Global brands such as DoorDash, Twitter, and Wayfair rely on Sift to gain a competitive advantage in their markets.

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Debteye

Finance

Debteye is a SaaS solution focused on Fintech. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, Debteye offers scalable solutions for teams of all sizes.

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Tilt

Finance

Tilt is a technology company that makes it easy for groups and communities to collect, fundraise, or pool money securely and effectively online. In addition to helping social organizers, the company is legally certified in securing fundraisers for non-profit organizations.

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LendUp

Finance

Could a fintech company be built that helps people today, and prepares them for tomorrow? One that offers consumers high quality, mobile-first credit and savings products and protects them from tricks and traps? That’s LendUp. LendUp's mission is to provide anyone with a better path to financial health. We believe there are two types of financial products: chutes and ladders. Ladders help people up, chutes push people down. One of our core values is that every product we offer at LendUp is a ladder, measured by the long-term financial well-being of our customers. LendUp credit cards, loans, and savings resources reflect our commitment to getting our customers to a better financial state. We are a data-driven company and build all of our technology in-house. With a firm belief that you're more than your credit score, we're extending credit as aggressively as possible and helping solve for the income volatility and financial instability that affects more than 140 million Americans. We are backed by more than $325 million in debt and equity financing from investors such as GV, PayPal, Y Combinator, QED Investors, Susa Ventures, Data Collective, Thomvest Ventures, Kleiner Perkins, Kapor Capital, Bronze Investments, radicle impact, Victory Park Capital, Reddit co-founder Alexis Ohanian, Gmail founder Paul Buchheit, Troy Carter, and many others. One of our values is "different backgrounds, same mission."​ We come from venerable Silicon Valley technology companies, major banks, nonprofits and law firms. We're former consumer advocates, regulators and academics. Together, we're bringing our mission to life. Join us!

Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage.

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Revi

Finance

Revi helps Investment Banks, PE firms, and Corporate Development teams source new deals. We do this by using agentic workflows to replicate their end-to-end deal origination process, entirely removing the trade-off between precision and scalability. We released the first version of Revi in September 2023 and now have companies like KPMG and platforms backed by KKR and Nordic Capital using our product.

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PathPilot

Finance

Fintechs, banks, and other institutions managing financial services face constant pressure to reduce costs, enhance customer experience, and ensure regulatory compliance. PathPilot provides the speed of pre-built AI agents combined with the flexibility of full customization. This enables internal teams to remain in full control, designing, deploying, and governing AI solutions independently, without reliance on external vendors.

Rulebase builds AI coworkers that help banks and fintechs review 100% of customer interactions in real time. Our agents flag compliance breaches, high-risk issues, and quality gaps across calls, chats, and emails, then route them to the right teammates. The result: up to 30% fewer escalations and QA cycles reduced from hours to minutes.