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
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

Specializing in staffing and recruiting, this firm focuses on the FinTech sector, leveraging over 20 years of experience to connect clients with top talent in innovative financial technologies. Their extensive network enables proactive engagement with industry professionals across various domains, including RegTech, DeFi, and AI-driven solutions.

FinTech
recruitment
executive search
staffing
financial technology
RegTech
AI
blockchain
digital assets
DeFi
risk analytics
market data
Company size: 11-50
Founded: 2005
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
Accountect Technologies Inc. logo

Accountect Technologies Inc.

🇺🇸 701 Tillery St Unit 12-2093

Accountect Technologies Inc. offers an innovative cloud-based accounting platform that facilitates real-time connections between customers and vendors, enhancing operational efficiency and enabling instant account reconciliation. Designed for users with minimal accounting knowledge, it simplifies record-keeping and report generation through intuitive prompts and instant transaction alerts.

cloud accounting
real-time reconciliation
operational efficiency
bookkeeping
financial reporting
transaction alerts
user-friendly interface
connected workflows
SaaS
fintech
Company size: 11-50
Founded: 2023
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

Trimwire

🇺🇸 San Francisco , California 94102, US

Trimwire is a financial technology firm specializing in data management tools that streamline the analysis of complex financial and operational data. Its innovative platform, Trimwire Observe, integrates data from various sources to provide insights into vendor spending, helping organizations identify cost-saving opportunities and optimize contract terms.

financial technology
data management
data analysis
vendor management
spend analysis
cost reduction
operational data
artificial intelligence
payment orchestration
expense management
benchmarking
recurring expenses
financial data
Company size: 2-10
Founded: 2020
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
Easy Invoice Manager logo

Easy Invoice Manager

🇺🇸 La Quinta, California 92253, US

Easy Invoice Manager offers a cloud-based software solution that automates and digitizes back-office financial processes, specifically focusing on accounts payable and invoicing for small and mid-sized businesses. By leveraging artificial intelligence and electronic invoicing, it enhances accuracy and productivity, significantly reducing processing times from days to minutes.

invoicing
accounts payable
ePayment
business bill pay
document storage
SaaS platform
artificial intelligence
Fintech
digital payments
invoice management
AP automation
electronic invoicing
Company size: 2-10
Founded: 2022
Accutech Systems Corporation logo

Accutech Systems Corporation

🇺🇸 115 South Walnut Street Muncie, Indiana 47305, US

Accutech Systems Corporation specializes in software development for the financial industry, offering innovative solutions in trust accounting, wealth management, and fintech. With a commitment to high-quality products and exceptional service, it leverages strategic partnerships to deliver flexible and powerful financial accounting solutions.

trust software
wealth management
fintech
trust accounting
investment management
portfolio management
tax reporting
trading
SaaS
Company size: 201-500
Founded: 1987
Forwardly logo

Forwardly

🇺🇸 Claymont, Delaware 19703, US

Forwardly is an innovative B2B payment solution that enables small businesses to receive instant payments 24/7/365, enhancing cash flow management by allowing access to funds up to three days earlier. Its cutting-edge platform eliminates processing delays and high fees, offering a seamless experience for businesses and accountants alike.

B2B payments
cash flow
financial services
FinTech
accounting
insights
analytics
alternative lending
open banking
small business payments
accounts receivable
financial data
Company size: 51-200
Founded: 2022
Ambrook logo

Ambrook

🇺🇸 New York City, NY, US

Ambrook develops innovative accounting and financial tools tailored for the agriculture sector, aiming to enhance profitability through sustainability in natural resource industries. By integrating software solutions with a focus on fintech and climate tech, it seeks to empower farmers and promote environmentally responsible practices.

financial services
sustainability
agriculture
accounting
fintech
climate tech
resource management
financial tools
Company size: 11-50
Founded: 2020
Sea Stars Accounting logo

Sea Stars Accounting

🇺🇸 440 N Barranca Ave Covina, California 91723, US

A VC-backed fintech venture specializing in online bookkeeping and accounting services, focused on providing financial peace of mind to small business owners through innovative solutions and personalized support.

accounting
bookkeeping
financial management
QuickBooks
fintech
small business
online services
financial planning
Company size: 51-200
Crimson Hawk Financial Group logo

Crimson Hawk Financial Group

🇺🇸 Bulverde, TX 78163, US

Crimson Hawk Financial Group specializes in providing full-service concierge bookkeeping, accounting, and CFO services tailored for small and mid-sized businesses, leveraging innovative FinTech solutions to manage finances with a personal touch.

accounting
advisory
CFO
bookkeeping
financial services
concierge
SMB
FinTech
Company size: 2-10
Founded: 2019
ControlQore logo

ControlQore

🇺🇸 Layton, UT 84041, US

ControlQore specializes in software development for the construction industry, offering an innovative platform that streamlines financial control and modernizes construction finance by integrating various financial technologies into a single, efficient solution.

construction
finance
construction technology
financial technology
accounting
expense management
SaaS
Company size: 11-50
Founded: 2022
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
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
Seven Shadow, LLC logo

Seven Shadow, LLC

🇺🇸 East 79th Street New York, NY 10075, US

Seven Shadow, LLC specializes in custom financial analysis, FinTech product management, and software development, offering innovative solutions in business consulting and services with a focus on product development and risk management.

financial analysis
FinTech
product management
risk management
strategy consulting
product development
online media
Company size: 2-10
Founded: 2002
Mobilender Inc. logo

Mobilender Inc.

🇺🇸 440 N wolfe rd sunnyvale, California 94085, US

Mobilender Inc. specializes in developing innovative fintech products aimed at promoting financial inclusion through SaaS solutions. By offering paperless processes, digital signatures, and business intelligence tools, it enhances the efficiency of financial institutions while improving customer experience.

fintech
financial inclusion
SaaS
digitalization
automation
optimization
paperless
business intelligence
compliance
digital signatures
algorithm engines
zero-friction
Company size: 51-200
Founded: 2013

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