Top 20 Financial Software Companies in the United States

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In 2025, the financial software landscape in the United States is thriving, with companies like MIMICS, ControlQore, and Lili leading the innovation charge. These firms are enhancing operational efficiencies across sectors, from accounting automation to cutting-edge blockchain solutions for crypto businesses. Notably, firms emphasize sector specializations such as construction finance and executive recruitment in fintech. The array of services offered reflects a robust response to emerging market needs, positioning these companies as essential partners for bankers and investment professionals seeking strategic insights.

MIMICS, Inc.

🇺🇸 2620 DAKOTA NE Albuquerque, New Mexico 87110, us

MIMICS, Inc. specializes in developing innovative financial software solutions tailored to meet diverse client needs in the financial services industry. Their unique approach focuses on customization, ensuring that their software aligns closely with user requirements.

financial software
fintech
accounting
budgeting
analytics
reporting
Company size: 11-50
Founded: 1976
Multis logo

Multis

🇺🇸 490 Post St San Francisco, California 94108, US

Multis offers innovative financial software tailored for crypto businesses, providing automated accounting and accurate financial statements across multiple wallets. Its focus on treasury management within the web3 and fintech sectors sets it apart in the financial services industry.

multis
crypto
treasury
accounting
web3
fintech
finance
wallets
software
automation
financials
management
operations
statements
businesses
digital
assets
services
blockchain
compliance
Company size: 11-50
Founded: 2019
Founder's CPA logo

Founder's CPA

🇺🇸 850 W Jackson Blvd Suite 330

Founder's CPA is a modern accounting firm specializing in providing innovative accounting, tax, and CFO services tailored for venture-backed startups in the blockchain, fintech, and software sectors. Their expertise in outsourced accounting and financial management positions them as a strategic partner for businesses navigating complex financial landscapes.

accounting
tax
CFO
finance
payroll
budgeting
forecasting
blockchain
fintech
outsourced accounting
Quickbooks
Company size: 11-50
Founded: 2017
Tyms logo

Tyms

🇺🇸 9450 SW Gemini Dr Beaverton, Oregon 97008, US

Tyms is an AI-powered software solution designed to automate financial operations for CFOs, accountants, and business owners, enabling seamless management of bookkeeping, financial statements, and inventory. Its innovative approach leverages advanced technology to streamline accounting processes, making it an essential tool for SMBs and startups in the fintech industry.

AI
finance
accounting
automation
bookkeeping
inventory
reconciliation
invoicing
forecasting
expense management
financial planning
fintech
Company size: 11-50
Founded: 2021
TRUST PROCESSING SOLUTIONS logo

TRUST PROCESSING SOLUTIONS

🇺🇸 11427 Reed Hartman Hwy Suite 206 Cincinnati, Ohio 45241, US

A high-volume fiduciary tax compliance specialist focused on trust tax outsourcing, utilizing advanced Thomson Reuters OneSource © software and integrating with major trust accounting software vendors to streamline tax preparation and filing processes.

fiduciary
tax compliance
trust accounting
tax outsourcing
tax forms
regulatory reporting
accounting software
financial reporting
Company size: 11-50
Founded: 2001
Red Wing Software logo

Red Wing Software

🇺🇸 491 Hwy. 19 Red Wing, MN 55066, US

A software developer specializing in accounting and payroll solutions, focusing on the financial management needs of small to mid-sized businesses, agribusinesses, nonprofits, and municipalities. They offer innovative products and personalized support to enhance the management software experience for their clients.

accounting
payroll
agribusiness
nonprofit
fund accounting
financial management
farm management
implementation
training
software integration
small business
municipal
Company size: 11-50
Founded: 1979
Core Accounting Group Solutions LLC logo

Core Accounting Group Solutions LLC

🇺🇸 Columbus, OH 43215, US

Core Accounting Group Solutions LLC offers innovative custom accounting solutions that provide real-time financial information, specializing in software development, project management, bookkeeping, and financial analysis. Their unique approach combines tailored services with cutting-edge technology to enhance financial reporting and decision-making.

accounting
bookkeeping
financial reporting
financial analysis
project management
custom solutions
Company size: 2-10
Founded: 2020
Stansoft logo

Stansoft

🇺🇸 Grand Rapids, Michigan, US

Stansoft specializes in custom software development within the IT sector, offering a streamlined Linux-based accounting software solution that includes a comprehensive suite for both U.S. and UK payroll, catering to diverse business needs.

accounting
Linux
payroll
software package
financial management
business solutions
comprehensive suite
Company size: 2-10
FinQuery, Formerly LeaseQuery logo

FinQuery, Formerly LeaseQuery

🇺🇸 3 Ravinia Dr NE p7 Atlanta, Georgia 30346, US

FinQuery specializes in AI-powered software development for financial management, offering a unified platform that provides comprehensive visibility into leases, contracts, and software subscriptions. Its innovative approach enables businesses to minimize risk, enhance efficiency, and reduce costs while simplifying accounting and budgeting processes.

finquery
lease
accounting
software
contracts
subscriptions
fintech
saas
automation
visibility
management
insights
Company size: 201-500
Founded: 2011
Acubor LLC logo

Acubor LLC

🇺🇸 1880 Hylan Blvd 2L-6 Staten Island, New York 10305, US

Acubor specializes in developing innovative accounting and financial reporting software, including Accment, an online platform designed to simplify and enhance the accounting experience for small and medium-sized businesses.

accounting
financial reporting
online accounting
bookkeeping
small business
medium business
software development
Company size: 51-200
Founded: 2014
Symmr logo

Symmr

🇺🇸 Atlanta, GA 30328, US

Symmr specializes in software automation integrations for financial services, connecting accounting platforms like Quickbooks, Freshbooks, and Xero with fintech payment solutions to streamline financial processes. Its innovative approach enhances efficiency and simplifies accounting workflows for users.

accounting
integrations
automation
fintech
payment platforms
ERP
Company size: 2-10
Founded: 2018
FTM logo

FTM

🇺🇸 Carmel, US

FTM specializes in providing innovative financial management solutions tailored for nonprofits, including bookkeeping, fund accounting, and CFO advisory services. Their expertise in nonprofit-specific accounting software and effective grants management distinguishes them in the financial technology sector.

accounting
bookkeeping
fund accounting
financial management
nonprofit
grants management
software implementation
software training
software support
CFO advisory
controller
Company size: 2-10
Founded: 1999
FOLIO logo

FOLIO

🇺🇸 1111 Brickell Ave Floor 10th

FOLIO specializes in software development that streamlines accounts payable processes by eliminating paper invoices and manual data entry through direct vendor integrations, ensuring 100% data accuracy. Its innovative approach provides instant insights into expenses and vendor obligations, enhancing productivity and efficiency in financial management.

paperless
invoicing
accounts payable
data accuracy
vendor integration
expense management
inventory management
financial automation
Company size: 11-50
Founded: 2020
Stephenson Accounting Solutions, LLC logo

Stephenson Accounting Solutions, LLC

🇺🇸 Buffalo, NY, US

Specializing in nonprofit accounting for over 20 years, this firm provides tailored financial reporting solutions and software optimization, ensuring effective grant management and compliance for organizations in the nonprofit sector. As a QuickBooks ProAdvisor, it offers innovative services like grant reporting and financial record preparation for audits.

accounting
nonprofit
financial reporting
grant reporting
QuickBooks
accounting software
audit preparation
budget analysis
fund management
Company size: 1
finally logo

finally

🇺🇸 78 SW 7th Street Miami, Florida 33130, US

Finally is a fintech firm that specializes in automating accounting and finance for small and medium-sized businesses, offering innovative solutions in bookkeeping and financial management. Its platform integrates seamlessly with popular software like Quickbooks and Xero, streamlining financial processes to enhance efficiency.

finance automation
bookkeeping
accounting
cash accounting
accrual accounting
fintech
financial services
small business
technology
software
Company size: 51-200
Founded: 2019
Faragalla & Associates logo

Faragalla & Associates

🇺🇸 9099 Ridgefield Dr. Suite 204

Specializing in accounting solutions for small businesses and individuals, this firm offers a comprehensive range of services including tax preparation, payroll, financial planning, and management consulting, with a focus on personalized support and training in accounting software.

accounting
tax
payroll
bookkeeping
financial planning
consulting
audits
budgeting
forecasting
tax preparation
sales tax
management consulting
Company size: 11-50
Founded: 2002
NRT Business Solutions Inc logo

NRT Business Solutions Inc

🇺🇸 Manassas, Virginia 20108, US

NRT Business Solutions Inc specializes in business consulting and accounting software development, offering innovative solutions like NRT e-Timesheet and NRT Project Accounting for QuickBooks to help small businesses succeed.

business consulting
accounting
software consulting
accounting software
software development
project accounting
timesheet management
Company size: 2-10
Founded: 2010
MIMICS, Inc. logo

MIMICS, Inc.

🇺🇸 319 Washington St. Suite 501

MIMICS specializes in developing and supporting innovative financial software solutions tailored for the financial services industry, offering a comprehensive range of products for financial planning, accounting, and banking operations. With over 45 years of experience, it combines cost-effectiveness and flexibility to meet diverse client needs, including portfolio management, treasury management, and trust administration.

financial software
portfolio management
stockholder accounting
treasury management
loan management
trading investment
pension administration
customer relationship management
financial planning
core processing
central banking
ERP
Company size: 11-50
Founded: 1976
Modernbanc logo

Modernbanc

🇺🇸 San Francisco, US

Modernbanc offers innovative financial software that combines accounting capabilities with spreadsheet functionality, catering to diverse accounting, financial, and payment needs. Its powerful solutions are designed to enhance efficiency for businesses and their clients in the financial services industry.

financial software
accounting
payments
spreadsheet
financial management
Company size: 2-10
Blockbound logo

Blockbound

🇺🇸 Atlanta, GA, US

Blockbound specializes in software development, offering digital asset accounting solutions tailored for small and medium-sized businesses, with a unique focus on onboarding a million SMBs into the digital asset space.

digital assets
accounting
SMBs
onboarding
financial management
Company size: 1

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