Software for finance.

Banks, lenders, advisors and other financial services firms.

Specialist tools

Budgeting and forecasting Category leader

Adaptive Planning

Contact sales 51–500+ people

AI-driven financial, workforce and operational planning from Workday

Key features

  • Scenario modelling
  • Driver-based planning

Budgeting and forecasting Category leader

Anaplan

Contact sales 500+ people

Connected planning platform for large-enterprise finance teams

Key features

  • Scenario modelling
  • Driver-based planning
  • Multi-entity consolidation

Budgeting and forecasting Rising

Clockwork

$599/mo 2–500 people

AI-assisted cash flow forecasting for QuickBooks and Xero users

Key features

  • Scenario modelling
  • Cash flow forecasting
  • Accounting data sync

Compliance management Rising

Comp AI

Contact sales 2–500 people

Open-source, AI-driven compliance automation

Key features

  • Framework templates
  • Automated evidence collection
  • Policy management
  • Continuous control monitoring

Budgeting and forecasting Category leader

Cube

Contact sales 2–500+ people

FP&A platform built on Excel and Google Sheets

Key features

  • Budget versus actuals
  • Scenario modelling
  • Multi-entity consolidation

Accounting Rising

Digits

$65/mo 1–50 people

AI-native general ledger for business owners and accountants

Key features

  • Accountant access

Compliance management Category leader

Drata

Contact sales 2–500+ people

Compliance automation and trust management platform

Key features

  • Framework templates
  • Automated evidence collection
  • Policy management
  • Continuous control monitoring

Compliance management Rising

Oneleet

Contact sales 2–500 people

Security-first compliance platform with built-in pen testing

Key features

  • Framework templates
  • Automated evidence collection
  • Policy management
  • Risk register
  • Continuous control monitoring

Budgeting and forecasting Category leader

Planful

Contact sales 51–500+ people

Financial performance management for planning, close and reporting

Key features

  • Scenario modelling
  • Multi-entity consolidation

Accounting Rising

Puzzle

$30/month 1–50 people

Accounting software for startups with real-time financials

Key features

  • Bank reconciliation
  • Accountant access

Accounting Category leader

QuickBooks

Free plan· Free plan; paid from $38/month 1–500 people

Small business accounting, invoicing and payroll

Key features

  • Bank reconciliation
  • Inventory tracking
  • Project accounting
  • Accountant access

Compliance management Category leader

Secureframe

Contact sales 2–500 people

Compliance automation for SOC 2, ISO 27001, HIPAA and CMMC

Key features

  • Framework templates
  • Automated evidence collection
  • Policy management
  • Risk register
  • Continuous control monitoring

Compliance management Category leader

Vanta

Contact sales 2–500+ people

Compliance, risk and trust management with continuous monitoring

Key features

  • Framework templates
  • Automated evidence collection
  • Policy management
  • Risk register
  • Continuous control monitoring

Budgeting and forecasting Category leader

Vena

Contact sales 51–500+ people

Excel-native FP&A platform for planning, reporting and close

Key features

  • Scenario modelling
  • Driver-based planning
  • Cash flow forecasting

Accounting Category leader

Xero

$27/month 1–500 people

Online accounting software for small businesses

Key features

  • Bank reconciliation
  • Multi-currency
  • Inventory tracking
  • Project accounting
  • Accountant access

Accounting Category leader

Zoho Books

Free plan· $20/org/mo 1–500 people

Cloud accounting with invoicing, banking and reports for small businesses

Key features

  • Bank reconciliation
  • Multi-currency
  • Inventory tracking
  • Project accounting
  • Accountant access

General tools that fit

Chatbot software Category leader

Ada

Contact sales 51–500+ people

AI customer service agent for voice, messaging and email

Sales intelligence Category leader

Apollo.io

Free plan 1–500+ people

Contact database with built-in outreach sequences and enrichment

Key features

  • B2B contact database
  • Email finder and verification
  • Intent signals
  • Browser extension

CRM

Attio

Free plan· $35/user/month billed annually 1–500 people

Customizable CRM built around your own data model

Key features

  • Deal pipeline
  • Contact and company records
  • Email integration
  • Workflow automation
  • Sales reporting
  • Mobile app

Sales tax automation Category leader

Avalara

$69/state/mo 2–500+ people

Sales, use and VAT tax calculation, filing and exemption certificates

Key features

  • Real-time tax calculation
  • Nexus monitoring
  • Automated return filing
  • Registration support
  • Exemption certificate management
  • Product taxability mapping

Accounts payable automation Category leader

AvidXchange

Contact sales 51–500+ people

AP automation with a managed supplier payment network

Key features

  • Invoice data capture
  • Three-way matching
  • Approval routing

Conversation intelligence Category leader

Avoma

$19/recorder seat/mo 2–500 people

Meeting notes, scheduling, coaching and forecasting in one tool

Key features

  • Call recording
  • Transcription
  • AI call summaries
  • Talk-track analytics
  • Deal risk signals
  • CRM auto-logging

Online reputation management Category leader

Birdeye

Contact sales 51–500+ people

Reviews, listings and customer messaging for multi-location businesses

Key features

  • Review requests
  • Review monitoring
  • Response management
  • Listing management
  • Reputation reporting

Password manager Category leader

Bitwarden

Free plan· $4/user/mo 1–500+ people

Open source password manager for individuals and businesses

Key features

  • Shared vaults
  • Admin policy controls
  • Directory and SSO integration
  • Passkey support

Chatbot software Rising

Botpress

Free plan· $150/mo 2–500+ people

Visual builder for AI agents on web, WhatsApp and Slack

Key features

  • Knowledge-grounded answers
  • Human handoff
  • No-code bot builder
  • Multi-channel deployment
  • Help desk integration

Digital asset management Category leader

Brandfolder

Contact sales 51–500+ people

Digital asset management for marketers and creatives

Key features

  • Central asset library
  • AI auto-tagging
  • Permissions and sharing
  • Version control
  • Brand portal

Commission software Category leader

CaptivateIQ

Contact sales 51–500+ people

Sales commission and compensation planning software

Key features

  • Commission plan builder
  • Automated calculation
  • Rep payout statements
  • CRM and billing integration
  • Quota management

Project portfolio management Category leader

Celoxis

$10/user/mo 51–500+ people

Projects, resources, budgets and risks in one execution platform

Key features

  • Portfolio dashboards
  • Prioritization scoring
  • Financial tracking
  • Scenario modeling
  • Risk and issue register

Conversation intelligence Rising

Claap

Free plan· $32/license/mo 2–500 people

Meeting recorder that writes call data into your CRM

Key features

  • Call recording
  • Transcription
  • AI call summaries
  • CRM auto-logging

Project portfolio management Category leader

Clarity by Broadcom

Contact sales 500+ people

Enterprise strategic portfolio management linking strategy, funding and execution

Key features

  • Financial tracking
  • Scenario modeling

Data catalog & governance Rising

Collate

Free plan 2–500+ people

Managed platform built on the open-source OpenMetadata catalog

Key features

  • Column-level lineage
  • Data quality monitoring

Performance management Category leader

Culture Amp

Contact sales 2–500+ people

Employee engagement and performance platform with people-science support

Key features

  • Review cycles
  • 360-degree feedback
  • Goals and OKRs
  • Continuous feedback
  • One-on-one meeting agendas
  • Rating calibration

Password manager Category leader

Dashlane

Paid 2–500+ people

Password manager for teams with SSO, SCIM and breach alerts

Key features

  • Shared vaults
  • Admin policy controls
  • Directory and SSO integration
  • Breach and weak-password alerts
  • Passkey support
  • Zero-knowledge encryption

Contact center software Category leader

Dialpad Contact Center

$89/user/mo 2–500+ people

AI-powered contact center and communications

Key features

  • Call routing
  • CRM and help desk integration

Learning management Category leader

Docebo

Contact sales 51–500+ people

AI-powered learning platform for enterprise training

Key features

  • Course content library

Knowledge base Category leader

Document360

Contact sales 2–500+ people

Knowledge base platform with workflows, analytics and AI search

Key features

  • Article editor
  • Search
  • Categories and structure
  • Article analytics
  • Version control and workflows

ERP for small and mid-size business Rising

DualEntry

Contact sales 2–500 people

AI ERP that automates accounting and month-end close

Key features

  • Integrated financials
  • Order management
  • Custom workflows
  • Multi-entity consolidation

Chatbot software Category leader

Fin by Intercom

$0.99/outcome 2–500+ people

AI customer service agent that resolves support conversations

Key features

  • Knowledge-grounded answers
  • Human handoff
  • Multi-channel deployment
  • Help desk integration
  • Automation actions

Contact center software Category leader

Five9

Contact sales 51–500+ people

Cloud contact center with AI agents, routing and workforce tools

Key features

  • Call routing
  • CRM and help desk integration

Knowledge base Category leader

GitBook

Free plan· $65/site/mo 2–500+ people

Docs platform with AI assistant that flags outdated content

Key features

  • Version control and workflows

Enterprise search Category leader

Glean

Contact sales 500+ people

Enterprise AI that understands your company

Key features

  • App connectors
  • Permission-aware results
  • Source citations

Conversation intelligence Category leader

Gong

Contact sales 51–500+ people

Revenue intelligence from recorded calls, emails and deals

Key features

  • Call recording
  • Transcription
  • AI call summaries
  • Deal risk signals
  • CRM auto-logging

Applicant tracking Category leader

Greenhouse

Contact sales 51–500+ people

Structured-hiring ATS with scheduling, scorecards and reporting

Key features

  • Hiring pipeline management
  • Interview scheduling
  • Interview scorecards
  • Offer management

Source code hosting & version control Rising

Harness Code Repository

Free plan 2–500+ people

Git hosting inside the Harness delivery platform, built for agent code

Key features

  • Pull request review
  • Branch protection rules
  • Built-in CI/CD
  • Code security scanning
  • Fine-grained permissions

Knowledge base Category leader

Helpjuice

$249/mo 2–500+ people

Knowledge base software with analytics, AI search and version history

Key features

  • Article editor
  • Search
  • Article analytics
  • Version control and workflows

Mobile device management (MDM) Category leader

Hexnode

$2.2/device/mo 2–500+ people

Unified endpoint management for phones, tablets, laptops and kiosks

Key features

  • Zero-touch enrollment
  • Configuration profiles
  • Remote lock and wipe
  • App deployment
  • Compliance enforcement
  • Multi-platform support

Sales enablement Category leader

Highspot

Contact sales 51–500+ people

Sales content, plays, training and digital sales rooms in one platform

Key features

  • Content repository
  • Content analytics
  • Digital sales rooms
  • Playbooks
  • Rep training and coaching

CRM Category leader

HubSpot

Free plan· $7/seat/month billed annually ($20 monthly) 1–500+ people

CRM with sales, marketing and service tools in one platform

Key features

  • Deal pipeline
  • Contact and company records
  • Email integration
  • Workflow automation
  • Sales reporting
  • Mobile app

Marketing automation Category leader

HubSpot Marketing Hub

Free plan 2–500+ people

Marketing automation built on HubSpot's CRM

Key features

  • Visual workflow builder
  • Lead scoring
  • Behavioral triggers
  • Contact segmentation
  • CRM integration
  • Multi-channel campaigns

Endpoint security Rising

Huntress

$8.99/endpoint/mo 2–500 people

Managed EDR with a 24/7 SOC, priced per endpoint

Key features

  • Behavioral threat detection
  • Endpoint detection and response
  • Managed threat monitoring

Sales enablement Rising

Hyperbound

Free plan 2–500+ people

AI buyer roleplays and call scoring for sales coaching

Key features

  • Rep training and coaching

Landing page software Category leader

Instapage

$79/mo 51–500+ people

Landing page platform for ad campaigns with heatmaps and experiments

Key features

  • Drag-and-drop page builder
  • A/B testing
  • Form and popup builder
  • Conversion analytics

Mobile device management (MDM) Category leader

Iru (formerly Kandji)

Contact sales 51–500+ people

Device management, identity and security on one platform

Key features

  • Zero-touch enrollment
  • Multi-platform support

Password manager Category leader

Keeper

$2/user/mo 2–500+ people

Zero-knowledge password manager for businesses and enterprises

Key features

  • Shared vaults
  • Admin policy controls
  • Directory and SSO integration
  • Passkey support
  • Zero-knowledge encryption

Accounts receivable and collections Rising

Kolleno

$545/mo 2–500 people

AR automation and collections for small and mid-size businesses

Key features

  • Cash application
  • Customer payment portal

AI assistants & chatbots for work Rising

Langdock

€25/user/mo 51–500+ people

Model-agnostic AI chat, agents and workflows for companies

Key features

  • Model choice
  • No training on your data
  • Team workspace

Password manager Category leader

LastPass

Paid 2–500+ people

Business password manager with shared folders, SSO and 100+ policies

Key features

  • Shared vaults
  • Admin policy controls
  • Directory and SSO integration
  • Breach and weak-password alerts
  • Passkey support
  • Zero-knowledge encryption

Performance management Category leader

Lattice

Paid 51–500+ people

Performance, goals, engagement and compensation in one people platform

Key features

  • Review cycles
  • Goals and OKRs
  • Continuous feedback
  • One-on-one meeting agendas
  • Rating calibration

Learning management Category leader

LearnUpon

Contact sales 51–500+ people

LMS for employee, customer and member training portals

Applicant tracking Category leader

Lever

Contact sales 51–500+ people

Combined ATS and recruiting CRM from Employ

Key features

  • Interview scorecards
  • Offer management

Sales intelligence Category leader

Lusha

Free plan· $49.9/mo 1–500+ people

Verified B2B contact data and buying signals for sales teams

Key features

  • B2B contact database
  • Email finder and verification
  • Browser extension
  • CRM data enrichment

Team chat Category leader

Mattermost

Contact sales 51–500+ people

Self-hosted secure collaboration for regulated organizations

Key features

  • Channels
  • Searchable history
  • App integrations
  • Huddles and calls

Customer satisfaction software Category leader

Medallia

Contact sales 500+ people

Enterprise customer, employee and contact center experience platform

Key features

  • Response analytics
  • Text analysis

Sales enablement Category leader

Mindtickle

Contact sales 51–500+ people

Sales readiness, onboarding, coaching and digital sales rooms

Key features

  • Digital sales rooms
  • Rep training and coaching

Knowledge base Rising

Mintlify

Free plan· $450/mo 2–500+ people

Documentation platform with AI assistant, built on Git and Markdown

Key features

  • Search
  • Article analytics

Online whiteboard Category leader

Miro

Free plan· $8/member/mo 2–500+ people

Visual collaboration canvas for brainstorming, diagrams and planning

Key features

  • Infinite canvas
  • Real-time co-editing
  • Sticky notes
  • Template library
  • Diagram shapes

Product analytics Category leader

Mixpanel

Free plan· $100/mo 2–500+ people

Event-based product analytics with funnels, retention and session replay

Key features

  • Event tracking
  • Funnel analysis
  • Retention and cohorts
  • Session replay
  • Autocapture
  • Behavioral segmentation

Sales engagement Category leader

Outreach

Contact sales 51–500+ people

AI sales execution platform for sequences, calls and pipeline

Key features

  • Multi-step sequences
  • Email personalization
  • CRM sync

Proposal software Category leader

PandaDoc

Free plan· $19/seat/mo 2–500+ people

Proposals, quotes and contracts with e-signature and tracking

Key features

  • Content library
  • E-signature
  • View tracking
  • Embedded pricing table
  • CRM integration

Sales enablement Rising

Peony

Free plan· $30/admin/mo 1–500 people

Tracked document sharing and sales data rooms with page analytics

Key features

  • Content analytics
  • Digital sales rooms

Performance management Rising

Peoplebox

$2/employee/month 2–500 people

OKRs, reviews and 360 feedback that run inside Slack and Teams

Key features

  • Review cycles
  • 360-degree feedback
  • Goals and OKRs
  • Continuous feedback
  • One-on-one meeting agendas
  • Rating calibration

Project portfolio management Category leader

Planview Portfolios

Contact sales 500+ people

Translate strategy into results

Key features

  • Portfolio dashboards
  • Financial tracking
  • Scenario modeling

Procurement and purchasing Category leader

Precoro

$499/month 51–500 people

Procurement and AP platform for mid-sized companies

Key features

  • Purchase requisitions
  • Approval workflows
  • Purchase order management
  • Three-way matching
  • Budget control
  • Supplier catalogs

Business email & productivity suites Rising

Proton Workspace

$12.99/user/mo 2–500+ people

End-to-end encrypted email, drive, docs and meetings

Key features

  • Custom-domain email
  • Document editors
  • Admin console

Commission software Rising

Qobra

Contact sales 51–500 people

Sales commission software for RevOps and finance teams

Key features

  • Commission plan builder
  • Automated calculation
  • Rep payout statements
  • CRM and billing integration

Customer satisfaction software Category leader

Qualtrics

Contact sales 51–500+ people

Experience management platform for customer feedback programs

Key features

  • Multi-channel distribution
  • Survey logic
  • Response analytics
  • Closed-loop alerts

Expense management Category leader

Ramp

Free plan· $15/user/mo for Plus (free plan available) 2–500+ people

Corporate cards and spend management

Key features

  • Receipt scanning
  • Corporate cards
  • Approval workflows
  • Spend policy enforcement
  • Employee reimbursement payouts

Commission software Rising

Remuner

Contact sales 2–500 people

Sales compensation platform with built-in AI assistant

Key features

  • Commission plan builder
  • CRM and billing integration
  • Quota management
  • Dispute handling

Sales engagement Category leader

Reply.io

$49/mo 2–500+ people

Multichannel sales engagement with an AI SDR option

Key features

  • Multi-step sequences
  • Email deliverability tools

Contact center software Rising

Retell AI

$0.07/min 2–500+ people

AI voice agents that answer and place phone calls

Professional services automation Rising

Rocketlane

$49/user/mo 2–500 people

PSA for customer onboarding and implementation teams

Key features

  • Project and task delivery
  • Utilization reporting
  • Project profitability

Marketing attribution Category leader

Ruler Analytics

$400/mo 2–500 people

Marketing measurement and multi-touch attribution

Key features

  • Multi-touch attribution
  • CRM revenue matching
  • UTM tracking

Marketing automation Category leader

Salesforce Account Engagement

$1,250/org/mo (billed annually) 51–500+ people

B2B marketing automation built on the Salesforce platform

Key features

  • Lead scoring
  • Contact segmentation
  • CRM integration
  • Multi-channel campaigns

Sales engagement Category leader

Salesloft

Contact sales 51–500+ people

Sales engagement cadences, dialer and AI agents for revenue teams

Key features

  • Multi-step sequences
  • Email personalization

Sales enablement Category leader

Seismic

Contact sales 51–500+ people

AI-powered enablement platform for sales content, coaching and playbooks

Key features

  • Content repository
  • Digital sales rooms
  • Playbooks
  • Rep training and coaching

Remote access & support Category leader

Splashtop

$6/month 1–500+ people

Remote access and remote support for individuals, IT teams and MSPs

Key features

  • Unattended access
  • Attended support sessions
  • Cross-platform control
  • Session recording
  • Technician permissions
  • Multi-factor authentication

AI agent builders Rising

StackAI

Free plan 51–500+ people

No-code AI agents for regulated enterprise teams

Key features

  • No-code agent builder
  • Tool and app actions
  • Knowledge grounding
  • Model choice
  • Human approval step

Customer satisfaction software Category leader

SurveyMonkey

Free plan· $30/user/mo 1–500+ people

Online survey builder with NPS and CSAT templates and AI analysis

Key features

  • Multi-channel distribution
  • Survey logic
  • Response analytics
  • Text analysis

Contact center software Rising

Synthflow

Contact sales 500+ people

AI voice platform for enterprise phone automation

Key features

  • Call routing
  • CRM and help desk integration

Contact center software Category leader

Talkdesk

$85/user/mo 2–500+ people

Cloud contact center platform for voice and digital support

Key features

  • Call routing
  • CRM and help desk integration
  • Real-time dashboards

IT help desk / ITSM Rising

Unthread

$85/agent/mo 2–500 people

AI helpdesk that runs IT support inside Slack and Teams

Key features

  • Incident ticketing
  • IT asset management
  • Change and problem management
  • SLA tracking

Accounts receivable and collections Rising

Upflow

Free plan 2–500 people

Accounts receivable automation with AI agents for collections and cash app

Key features

  • Automated dunning
  • Cash application
  • Customer payment portal

Backup & disaster recovery Category leader

Veeam

Contact sales 2–500+ people

Backup and recovery for cloud, SaaS, Kubernetes and on-premises data

Key features

  • Automated scheduled backups
  • Immutable backups
  • SaaS app backup
  • Granular recovery

Async video messaging Category leader

Vidyard

Free plan 2–500+ people

Video messages and screen recording for sales and marketing teams

Key features

  • View analytics
  • Recording length limit

Procurement and purchasing Rising

Zapro

$699/month 2–500 people

AI procurement software for intake-to-pay

Key features

  • Purchase requisitions
  • Approval workflows
  • Purchase order management
  • Three-way matching

Procurement and purchasing Category leader

Zip

Contact sales 51–500+ people

Procurement platform from intake to payment

Key features

  • Approval workflows
  • Purchase order management
  • Supplier catalogs

Contact center software Rising

Zoom Contact Center

Paid 51–500+ people

AI-native contact center across voice, video, chat and email

Key features

  • Call routing
  • IVR menus
  • Omnichannel agent desktop
  • CRM and help desk integration

Sales intelligence Category leader

ZoomInfo

Contact sales 2–500+ people

B2B contact and company data with intent signals for go-to-market teams

Key features

  • B2B contact database
  • Company filtering
  • Intent signals
  • CRM data enrichment

Chatbot software Rising

eesel AI

$299/month 2–500 people

AI teammate that answers support tickets inside your help desk

Key features

  • Knowledge-grounded answers
  • Human handoff
  • Multi-channel deployment
  • Help desk integration