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
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

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

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
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
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
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
Wizp logo

Wizp

🇺🇸 690 SW 1st Ct Miami, Florida 33130, US

Wizp is a fintech innovator offering a comprehensive cloud-based suite of essential business software tools, including payment processing, accounting, and inventory management solutions. Their platform is designed to empower enterprises and scaling businesses with advanced technology for seamless operations across various industries, including e-commerce and healthcare.

fintech
payment processing
cloud-based
accounting
point of sale
inventory management
e-commerce
medical software
compliance
tracking
AI
distribution
Company size: 11-50
Founded: 2023
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
ViableMkts LLC logo

ViableMkts LLC

🇺🇸 85 Broad Street New York, NY 10004, US

ViableMkts specializes in enhancing financial market technology through strategic guidance and innovative solutions, leveraging a team of seasoned experts with extensive experience in investment banking and trading platforms. Their focus on product development, technology design, and education positions them as leaders in advancing capital market efficiency and effectiveness.

capital markets
financial technology
strategic guidance
product development
technology design
market analysis
trading platforms
investment banking
market efficiency
educational services
Company size: 11-50
Founded: 2015
FinTech Advantage logo

FinTech Advantage

🇺🇸 3000 Riverchase Galleria 15th Floor

Specializing in software development, this firm focuses on financial product innovation and cloud banking solutions, offering bespoke software and modernization of legacy technology to meet the evolving demands of the financial sector. Their expertise in FinTech enablement and advanced technologies positions them at the forefront of industry transformation.

financial technology
cloud banking
product innovation
bespoke software
fintech enablement
legacy modernization
business intelligence
expense management
commercial lending
blockchain
process automation
online banking
Company size: 11-50
Founded: 2018
Onicore logo

Onicore

🇺🇸 811 West Slaughter Lane, #2008 Austin, TX 78748, US

Onicore specializes in custom software development for the fintech industry, offering innovative solutions that serve as a universal core for creating and managing financial technology products.

fintech
IT systems
software development
product management
core systems
financial technology
Company size: 51-200
Founded: 2022
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
Statewide Financial System logo

Statewide Financial System

🇺🇸 1220 Washington Avenue Harriman State Campus Building 5, Floor 3

The Statewide Financial System is an innovative enterprise resource planning (ERP) platform designed to enhance accounting and financial management for New York State government operations. By facilitating seamless information flow among state agencies and promoting transparency and efficiency, it aims to provide a unified source of financial truth for effective fiscal governance.

accounting
financial management
enterprise resource planning
ERP
information technology
government
project management
transparency
fiscal management
data flow
Company size: 51-200
Founded: 2012
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
PINTTOSOFT logo

PINTTOSOFT

🇺🇸 Miami, Florida 33136, US

PINTTOSOFT specializes in software development, focusing on innovative technology solutions for the fintech, retail, and financial sectors, effectively transforming client ideas into actionable products.

fintech
software
technology
retail
solutions
development
financial
sector
tech
applications
software development
technology solutions
innovations
custom software
digital solutions
programming
software engineering
enterprise software
software products
integration
Company size: 11-50
Founded: 2019
Lili logo

Lili

🇺🇸 New York, NY 10012, US

Lili is a financial technology platform that simplifies business finance management by integrating banking, accounting, invoicing, bill pay, and tax preparation into a single solution. Recognized as the "Best App for SMBs" in 2023, it empowers business owners to focus on growth while efficiently handling their financial needs.

financial services
fintech
business banking
accounting
invoicing
bill pay
tax preparation
business finance
small business
financial management
growth empowerment
Company size: 51-200
Founded: 2018
Imagined.Cloud logo

Imagined.Cloud

🇺🇸 10151 Deerwood Park Blvd Jacksonville, Florida 32256, US

Imagined.Cloud specializes in developing 100% native cloud applications tailored for the Financial Services, Debt Servicing, and BPO industries, focusing on innovative solutions such as recovery automation and accounts receivable technology. Their offerings cater to a diverse range of sectors, including Consumer Financial, Medical Revenue Enhancement, and Fintech Lending, emphasizing efficiency and automation.

cloud applications
financial services
debt servicing
accounts receivable
recovery automation
collections
fintech
insurance
medical revenue
BPO
ARM technology
Company size: 2-10
Founded: 2016
SK Financial Services logo

SK Financial Services

🇺🇸 1 Boston Pl 2006

A Fintech firm specializing in financial services that integrates technology with accounting and finance to enhance wealth growth and protection. It offers a diverse range of services, including financial analysis, risk management, and executive advisory, with a focus on innovative solutions tailored to various cultural and business needs.

financial services
fintech
accounting
financial analysis
risk management
portfolio management
tax preparation
business setup
financial strategy
analytics
executive advisory
churn modeling
Company size: 11-50
Founded: 2001
Coyna logo

Coyna

🇺🇸 440 N Wolfe Rd Sunnyvale, California 94085, US

Coyna is a pioneering fintech platform specializing in mobile computing software products, focusing on innovative accounting and payments solutions that leverage advanced blockchain technology and artificial intelligence to enhance financial access for all.

fintech
mobile computing
accounting
payments
blockchain
artificial intelligence
financial access
Company size: 11-50
Founded: 2022

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