Best Finance Software in Canada
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Compare the Top Finance Software in Canada as of January 2026
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What is Finance Software in Canada?
Financial software is a broad category of financial software. Finance software provides all the necessary tools to record, store, manage, analyze and process financial information, accounting, trading, records, bills, transactions, and more. Compare and read user reviews of the best Finance software in Canada currently available using the table below. This list is updated regularly.
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1
Sage Intacct
Sage Intacct
Sage Intacct delivers a comprehensive financial management solution that empowers finance teams to operate with agility and precision. It automates key processes such as general ledger, accounts payable and receivable, cash management, and financial close. Real-time dashboards and reports provide actionable insights that help drive data-informed decisions. The platform’s multi-entity, multi-currency, and multi-location support makes it ideal for organizations with complex structures. Seamless integration with business systems like CRM, payroll, and budgeting tools ensures accurate and up-to-date data. Role-based access controls, approval workflows, and audit trails promote financial governance and regulatory compliance. With its user-friendly design and scalable architecture, Sage Intacct grows with the business. It empowers finance teams to shift from transactional tasks to strategic initiatives. -
2
Pipefy
Pipefy
Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy.Starting Price: $20 (per-user billing) -
3
HERE Enterprise Browser
Here Enterprise Inc.
Built through collaboration with global banks, HERE Enterprise Browser provides enterprise security, workforce productivity and seamless integration of enterprise AI. HERE’s Chromium-based, zero-trust security model includes integration with Microsoft Entra and other IDPs, app access controls, data loss prevention controls, executable protection and auditability for compliance. HERE supercharges productivity through app interoperability and Supertabs that combine multiple tabs into persona or task-based dashboards. It provides federated enterprise search to Microsoft 365, Google Workspace, Salesforce and other platforms. HERE also has its own Notification Center and an AI Center that enables integration of enterprise AI models into end user workflows. The company is backed by major banks and IQT, the not-for-profit strategic investor that accelerates the introduction of groundbreaking technologies to enhance the national security of America and its allies. -
4
Podium
Podium
Podium is a comprehensive AI-driven lead management and communication platform utilized by over 100,000 businesses seeking to enhance customer acquisition and retention. At the heart of Podium’s innovation is its AI employee, which ensures businesses respond to incoming leads instantly around the clock, dramatically improving conversion rates and revenue growth. The platform assists businesses in generating more customer reviews, improving their Google rankings, and unifying their lead channels into a single, manageable dashboard. Through the web and mobile applications, businesses can call and text customers, send payment links for quick transactions, and deploy bulk messaging campaigns to boost repeat sales. Podium’s powerful AI-driven automations seamlessly manage customer interactions across multiple communication platforms, providing accurate and timely responses that help drive sales.Starting Price: $399 per month -
5
RunMyJobs by Redwood
RunMyJobs by Redwood
RunMyJobs by Redwood is the #1 and only enterprise workload automation solution that's SAP Endorsed, achieving premium certification and the highest SAP verification for outstanding customer value. With a guaranteed 99.95% uptime and 24/7 support, you can automate end-to-end processes in complex environments reliably, on-prem or in the cloud. SAP customers can keep a clean core and ensures no process disruptions during multiphase RISE migrations with seamless integration with S/4HANA, BTP, ECC and 1,000+ pre-built SAP templates and connectors. Enjoy unparalleled freedom to connect to unlimited servers, applications, and environments, from modern SaaS solutions to legacy systems. Build automations faster with a low-code, drag-and-drop visual editor and an extensive library of templates. Monitor every process from a single pane of glass with real-time visibility. Receive early warnings and configure alerts of potential issues to address them before they impact operations. -
6
DataBuck
FirstEigen
DataBuck is an AI-powered data validation platform that automates risk detection across dynamic, high-volume, and evolving data environments. DataBuck empowers your teams to: ✅ Enhance trust in analytics and reports, ensuring they are built on accurate and reliable data. ✅ Reduce maintenance costs by minimizing manual intervention. ✅ Scale operations 10x faster compared to traditional tools, enabling seamless adaptability in ever-changing data ecosystems. By proactively addressing system risks and improving data accuracy, DataBuck ensures your decision-making is driven by dependable insights. Proudly recognized in Gartner’s 2024 Market Guide for #DataObservability, DataBuck goes beyond traditional observability practices with its AI/ML innovations to deliver autonomous Data Trustability—empowering you to lead with confidence in today’s data-driven world. -
7
ARGOS Identity
ARGOS Identity
ARGOS is an AI-powered Identity Platform. We revolutionize how the world experiences identity. We create essential identity services for people and businesses to ensure a secure digital ecosystem worldwide. We provide services to help you identify Anyone Anywhere Anytime! ARGOS’s ID check enables seamless remote identity verification for blockchain, gaming, virtual assets, e-commerce, and fintech. With 99.996%+ accuracy, it delivers facial recognition within a day, minimizing verification errors. Supporting IDs from 200+ countries, it uses Liveness technology to detect forged faces and documents for secure authentication. As an all-in-one solution, ID check combines essential verification engines, eliminating the need for separate integrations. Businesses can also customize features as needed. From data extraction to fraud prevention, ARGOS helps businesses enhance security, streamline operations, and prevent fraud efficiently. Grow your business with our service!Starting Price: $0.11 per submission -
8
Sumsub
Sumsub
Sumsub is a full-cycle verification platform that secures every step of the user journey. With Sumsub’s customizable KYC, KYB, AML, Transaction Monitoring and Fraud Prevention solutions, you can orchestrate your verification process, welcome more customers worldwide, meet compliance requirements, reduce costs and protect your business. Sumsub achieves the highest conversion rates in the industry—91.64% in the US, 95.86% in the UK, and 97.89% in Hong Kong—while verifying users in less than 50 seconds on average. Sumsub’s methodology follows FATF recommendations, the international standard for AML/CTF rules and local regulatory requirements (FINMA, FCA, CySEC, MAS, BaFin). Sumsub has over 2,000 clients across the fintech, crypto, transportation, trading, e-commerce and gaming industries including Bitpanda, Wirex, Avis, Bybit, Huobi, Kaizen Gaming, and TransferGo.Starting Price: $1.35 per verification -
9
Square 9
Square 9
Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.Starting Price: $50/month/user -
10
Soraban
Soraban
Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.Starting Price: $20/return -
11
optivalue.ai
optivalue.ai
Cut response times by up to 90%. Optivalue.ai automates information discovery and drafting, freeing experts for the high-impact personalization that wins bids. It acts as an expert librarian for your knowledge base. Submit a questionnaire and get a complete, source-verified draft in minutes. Every answer is a verified fact, with precise source citations (document, page, date) for perfect traceability. You don't just answer correctly—you prove it. It's an engine of progress for your organization. Optivalue.ai performs a gap analysis to identify weaknesses in your documentation. The proposed improvements build your team's expertise. By following these recommendations to update your internal documents, you drive lasting progress across your entire organization. Enterprise-grade security compliant with GDPR, HIPAA, ISO, and FedRAMP ensures your data is safe. All plans include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.Starting Price: Free -
12
Fraud.net
Fraud.net, Inc.
Fraudnet's AI-driven platform empowers enterprises to prevent threats, streamline compliance, and manage risk in real-time. Our sophisticated machine learning models continuously learn from billions of transactions to identify anomalies and predict fraud attacks. Our unified solutions: comprehensive screening for smoother onboarding & improved compliance, continuous monitoring to proactively identify new threats, & precision fraud detection across channels and payment types. With dozens of data integrations and advanced analytics, you'll dramatically reduce false positives while gaining unmatched visibility. And, with no-code/low-code integration, our solution scales effortlessly as you grow. The results speak volumes: Leading payments companies, financial institutions, innovative fintechs, and commerce brands trust us worldwide—and they're seeing dramatic results: 80% reduction in fraud losses and 97% fewer false positives. Request your demo today and discover Fraudnet. -
13
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
14
Convoso
Convoso
Convoso: The Best F 'ING Dialer for sales pros who mean business. Since 2006, Convoso has been flipping the script in the outbound sales, delivering an AI-powered sales platform that doesn't just help you grow—it helps you dominate. We’re not here to blend in; we’re here to stand out and help you do the same by driving profitability, connecting with more prospects, and crushing engagement at scale. And yeah, we’ve got compliance with TCPA and all the regs covered—so you can focus on what matters: closing deals. Convoso is trusted by thousands of customers across industries like insurance, financial services, solar, home services, BPOs, lead gen, and legal sectors. We’re not just another dialer. We’re the dialer built for closers. -
15
FaceOnLive
FaceOnLive
Welcome to FaceOnLive, the leading provider of fully On-Premises Biometrics & ID Verification Solutions. Our robust suite of services includes state-of-the-art technologies such as Face Recognition, Face Liveness Detection, ID Document Recognition, ID Document Liveness Detection, and Touchless Fingerprint Recognition. With our cutting-edge solutions, businesses can enhance security, streamline processes, and combat fraud effectively. Whether for customer onboarding, access control, or fraud prevention, our comprehensive platform ensures secure and reliable identity verification. Join us in shaping the future of biometric authentication and ID verification with FaceOnLive. Experience the unparalleled accuracy, efficiency, and security of our advanced biometric solutions. Elevate your security standards and stay ahead in today's rapidly evolving digital landscape with FaceOnLive's innovative biometric solutions.Starting Price: $0 -
16
Automation Anywhere
Automation Anywhere
Automation Anywhere is the leader in Agentic Process Automation (APA), putting AI to work across organizations. The company’s platform is powered with specialized AI agents, generative AI, and offers process discovery, RPA end-to-end process orchestration, document processing and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, improve customer experiences and create new revenue streams. The company is guided by its vision to fuel the future of work by unleashing human potential through Agentic AI-powered automation.Starting Price: $750.00 -
17
Spendkey
Spendkey Limited
Spendkey stands out as a Gen AI-infused spend management platform, designed to convert complex data and documentation into actionable, profit-oriented strategies. By equipping teams with critical insights and market intelligence, Spendkey simplifies the intricacies of spend and contract management. At the heart of Spendkey's comprehensive feature set is CASSIAN, an intuitive AI Co-Pilot, adept at handling sophisticated cognitive tasks such as supplier negotiations by analysing vast amounts of data to recommend optimal negotiation strategies and contract terms. This capability exemplifies the practical application of AI in streamlining and enhancing decision-making processes in spend management.Starting Price: £ 21000 -
18
SMS-Magic
Screen-Magic Mobile Media Inc
Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.Starting Price: $50 per month -
19
Ondato
Ondato
Ondato is a tech company that streamlines KYC and AML-related processes. We're providing advanced technological solutions for digital identity verification, business customer onboarding, data validation, fraud detection, and more. All of them meet the highest quality standards available for KYC online or offline onboarding for all business and customer types orchestrated from a single interface. We're turning compliance into a business benefit by creating a safer environment for organizations and individuals alike.Starting Price: €149.00/month -
20
Koncile
Koncile
Koncile Extract is an advanced data extraction platform designed to automate and streamline the retrieval of structured information from complex documents. Leveraging AI-powered parsing and deep learning, it enables businesses to extract precise data from PDFs, emails, and scanned documents with unmatched accuracy. Unlike traditional tools, Koncile Extract offers highly customizable extraction rules, allowing users to tailor the process to their unique needs. With seamless integrations into existing workflows, it enhances efficiency and reduces manual processing time—making it an essential tool for data-driven organizations.Starting Price: 49 -
21
Process Fusion 360
Process Fusion
Process Fusion 360 (formerly CapturePoint and UniPrint) is a secure cloud-managed platform that helps organizations automate their business processes through documents, print, and digital data. So whether staff are working at home or in the office, PF 360 enables a seamless hybrid office solution that simplifies document workflows, provides better team collaboration and improves business outcomes. Process, route and print documents in an efficient, timely and traceable manner. Simplify workflow processes and gain greater document lifecycle visibility. Connected document workflows between internal staff, customers and partners alike. By combining our intelligent capture, document process automation and cloud printing technologies into a single end-to-end digital platform, businesses can eliminate the need for manual document processes and traditional print management or printing. -
22
MaxBill
MaxBill
MaxBill drives the operational transformation forward, supporting businesses on their journey to hyperautomation to help create, market and monetize new and existing services. Our smart BSS solution, built for both enterprises and SMBs, serves as a solid foundation for the company’s intelligent, partner- and customer-centric, data-driven and compliant digital ecosystem. We have been successfully implementing our solution to support telecommunication, utilities, gaming and energy service providers’ growth in highly competitive, rapidly-changing markets. Gain total control of your commercial operations with seamless integration of service connection life cycle with a complete meter-to-cash functionality, including billing, metering, payments, debt collection and revenue management. Grow your business, offer a new range of connected services and take advantage of the fast-moving market trends with our MaxBill technology-powered, automated billing and revenue management platform. -
23
TaxTrex
TaxTrex
TaxTrex is a powerful, specialized, AI-driven platform built specifically for R&D tax credits, leveraging advanced machine learning models trained on decades of intricate tax law and IRS guidelines. This technology fundamentally changes how companies identify, substantiate, and claim their valuable research credits. It streamlines the entire claims process by providing a clear, step-by-step guided approach, allowing businesses to prepare and self-claim complex credits in as little as 90 minutes, drastically reducing the time commitment and high costs associated with traditional tax consultancy. This efficiency is driven by an automated survey system that consistently collects and time-stamps project information and detailed data from R&D staff throughout the year, guaranteeing the documentation is contemporaneous and highly accurate. It provides the necessary speed, maximum accuracy, and full regulatory compliance without the historical complexity or burden of manual tracking. -
24
Our Invoice Automation solution simplifies and streamlines processes, seamlessly integrating into your Financial Management System (FMS) to intelligently digitize how you work with your invoices. Our capture technology reads, interprets, verifies and validates your invoices before posting to your purchase ledger automatically. We transform purchase invoice processing and accounts payable with Cloud connected Invoice Automation. You can automate the mundane and empower individuals to unlock value across your finance function. Organizations struggle with efficiency due to manual processes which reduce business performance. Automation unlocks value by introducing intelligent process efficiencies. Manual processes are laborious, prone to error and expensive, placing a great burden on finance departments in all sectors. Our Invoice Automation is designed to help you worry less about your business performance.
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25
Smart Inventory Planning & Optimization
Smart Software
Smart Software is a leading provider of demand planning, inventory optimization and supply chain analytics solutions headquartered in Belmont, Massachusetts, USA. Founded in 1981 Smart has helped thousands of customers plan for future demand utilizing industry-leading statistical analytics. Smart Inventory Planning & Optimization (IP&O) is the company’s next-generation suite of native web applications, helping inventory carrying organizations reduce inventory, improve service levels and streamline Sales, Inventory, and Operations Planning. Smart IP&O, hosted on Amazon Web Services, is a Digital Supply Chain Platform driving three applications: demand planning, inventory optimization, and dashboard reporting. Smart IP&O functions as a transparent extension of our customers’ ERP systems of choice, receiving daily transaction data and returning forecasts and inventory policy values to drive replenishment and production planning. -
26
Prisma Campaigns
Prisma Campaigns
The Agile Marketing Platform for Financial Services. We help Financial Institutions deepen their customer relationships, improve share of wallet, and increase loyalty by allowing them to execute easily personalized campaigns thought all channels, at scale. Online Banking, Web, Mobile, Email, SMS + Others, Prisma Campaigns is a smart omnichannel orchestrator. Based on customer data it allows FIs to effectively deliver segmented and personalized campaigns providing relevant, personal and contextual offer at any stage of the customer journey. From insights to action: Effectively orchestrate real-time segmented campaigns. 1-to-1 personalized messages: Deliver personal and contextual messages and increase conversion rates. All-in-one platform: Manage all your channels from a single place: mobile, web, email, sms, push and more. Fast and easy integration: Plug and play easily with our SDK and go live in less than 6 weeks! #BeRelevant! -
27
Syft Analytics
Syft
From simple reports through to integrated forecasts and consolidations, thousands of organizations use Syft to make better business decisions with their financial data. Try today, no credit card required. Bring insights to life with visualizations, beautiful reports and forecasts that actually work. Spend less time reviewing and reconciling data with always-on anomaly detection and health scores. Stay on the pulse of your performance with real-time oversight across every business and consolidation. Real-time integrations with your favorite accounting and e-commerce tools so you can focus on analysis and output. Secure-by-design infrastructure and built-in protection on a global network to protect your information. Ramp up quickly with hands-on learning with live instructors and migration assistance if you're using other tools.Starting Price: $19 per month -
28
Udentify
Fraud.com
Know the real identity of your customer, user, or employee with the Udentify Identity Verification and Biometric Authentication solution. Challenges we solve: - Identify verification - Onboarding - New account opening - Age verification - Fraud prevention - Biometric authentication - Passwordless authentication - Strong customer authentication - KBA replacement - KYC and AML compliance Behind the scenes, Udentify embeds cutting-edge technologies into our identity verification and biometric authentication solution via a lightweight and flexible SDK. We are constantly investing in our technologies to stay at the forefront of fraud detection, compliance, and user experiences.Starting Price: $0.17 -
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Dext
Dext
Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. 6. Integrate with over 11,500 applications, banks, and institutions: Seamlessly connect with e-commerce platforms like PayPal, Shopify, and Stripe. *Need an MTD for IT solution? Try Dext Solo (HMRC-approved) 🏆 Xero App Partner of the Year (UK and US, 2024)Starting Price: Business Plans start at $31.50 -
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Trulioo
Trulioo
Protect your company and customers from all types of identity risk. Technology improves, regulations evolve and customers want better service. Choose an identity verification provider that can change with you. GlobalGateway makes it easy to leverage the services that fit your business needs, now and in the future. Leverage our expertise to support cross-border compliance with Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF) regulations.Starting Price: $99.00/month
