Best Financial Services Software for Freelancers
View:
Compare the Top Financial Services Software for Freelancers as of January 2026
Sort By:
What is Financial Services Software for Freelancers?
Financial services software is a broad category of tools designed to help financial institutions, businesses, and individuals manage financial operations, transactions, and investments. These platforms typically offer features for accounting, budgeting, invoicing, reporting, and financial analysis. They may also include tools for risk management, compliance with regulations, portfolio management, and customer service. Financial services software is commonly used by banks, investment firms, insurance companies, and other financial institutions to streamline their operations, improve accuracy, and ensure compliance with financial regulations. By automating financial processes, these tools help businesses and individuals make informed financial decisions, track performance, and reduce the risk of errors or fraud. Compare and read user reviews of the best Financial Services software for Freelancers currently available using the table below. This list is updated regularly.
-
1
Plaid
Plaid
Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.Starting Price: Free -
2
Instant Bank Verification
MicroBilt
Instant Bank Verification provides real-time, user-permissioned financial data aggregation and verification designed for lenders. What you can do with IBV? Verify users’ identities and reduce fraud. Verify real-time account balances. Understand income and verify employment. Access detailed transaction history. Verify borrowers’ assets straight from the source. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as a right-sized solution for your loan originations. Ideal for retail loan origination, short term lending, auto financing, property rental, and more. IBV is powered by an easy to integrate web portal that can be added directly to your existing website or a fully documented API. To better understand how IBV works, check out the demo on our website. -
3
NayaOne
NayaOne
NayaOne stands as your gateway to financial technology, offering a unique Sandbox as a Service platform that empowers institutions to innovate, build, and test digital solutions with unmatched speed and security. NayaOne stands as your gateway to financial technology, offering a unique Sandbox as a Service platform that empowers institutions to innovate, build, and test digital solutions with unmatched speed and security. Seamlessly connecting new technologies with existing banking systems often presents significant technical challenges. Adopting new technologies comes with the need to maintain the utmost standards of data security and regulatory compliance. Growing the business in innovative ways is riddled with risks and the majority of the changes require technology from a third party. -
4
Experian Partner Solutions
Experian
Experian Partner Solutions empowers businesses to enhance customer engagement and drive growth through comprehensive financial wellness and identity protection offerings. Their suite includes credit monitoring, financial management tools, identity theft protection, and data breach resolution services, all designed to build trust and deepen customer relationships. With flexible deployment options—such as APIs, white-label solutions, and co-branded platforms—Experian ensures seamless integration into partners' existing systems. Leveraging Experian's extensive data resources and expertise, partners can deliver personalized experiences that foster customer loyalty and satisfaction. Additionally, Experian offers employee benefit solutions that promote financial well-being and security in the workplace. By collaborating with Experian, businesses can position themselves as trusted advisors, offering value-added services that meet the evolving needs of their customers.
- Previous
- You're on page 1
- Next
