The 21 Best Tools and Software for Fintech Businesses


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Fewer human errors and more efficiency. This is what most fintech companies are focusing on these days. Even the smallest organizations aim to take advantage of the digital revolution by installing many quality digital tools that make it easier to connect with their customers.

Improving the overall efficiency of internal processes helps any business stay consistent while creating a positive environment among employees. So what are the best tools on the market today that will help you profit from your fintech business? We have listed them below.

1. Checkout

Self-explanatory – this tool is built around the idea of ​​funding. Originally, the digital platform was created in 2013 with the aim of helping small businesses that needed to optimize their cash flow. The main advantage of Fundbox is that it allows you to access capital while you wait for payment from your customers. Additionally, there is an option to connect the tool to your invoicing software to allow you to borrow cash.

2. Zoom

The popular videophone software hit its peak during the global pandemic, but it looks like it’s found a way to stay. The video conferencing tool helps fintech companies or any type of organization to join virtual group meetings. Zoom provides personalized ID numbers that are easy to share with other conference participants. There is a free version of the software that allows up to forty participants to be added to the same call for forty minutes.

3. Embark

Instead of reimbursement, Emburse, an employee expense management service, provides special cards to prepay employees while optimizing each expense. The software is designed to run a simpler expense management program within an organization. Staff members can be approved or denied when using virtual cards to make purchases online. Alternatively, Emburse offers traditional physical cards.

4. Rescue time

RescueTime is an automatic time management system that tracks users’ productivity and the time they have spent on different tasks throughout their working day. Especially when working remotely, it’s not so easy to stay consistent. Additionally, RescueTime helps its users identify when they are most productive, claiming that the tool maintains a neutral work-life balance while allowing users to focus on their strengths while working.

5. Drop box

Founded by a couple of students in 2007, Dropbox, the famous cloud storage giant, is still operational. It has gained popularity due to fast file sharing speeds and large data storage capabilities, including data recovery, watermark, and administrator role offerings. Despite the widespread use of the software, Dropbox has faced major backlash over the years due to data leaks and security issues.

6. Zapier

Using a central command, Zapier transfers data between apps, allowing users to integrate different apps and automate their workflows. Zapier works wonders for high performing teams in companies that need to multi-task. For example, when integrated with Slack, Zapier can send notifications when a new lead is generated. Users configure their own automation rules to customize their workflows.

7. Sales Force

Salesforce provides customer relationship management (CRM) services with great opportunities for customization. Even though the company was founded in 1999, to date, Salesforce is considered the leading CRM software focused on analytics and application development. Using this software helps companies better understand customer behavior and get huge volumes of real-time data.

8. Confluence

This is a remote collaboration tool for teams who want to see their work progress during group projects. Typically, Confluence is used like a Wikipedia page to gather all the necessary data. Developers can use this tool. At the same time, customer support agents use Confluence to track internal data regarding various system flows. The software has the ability to assign users to specific tasks while being protected by full privacy.


Another software that automates workflows by allowing integration of different cloud services and applications without hassle. The best part is that you don’t need any computer skills to use It’s ideal for fintech and other companies that want to have smoother processes when it comes to sales or marketing.

10. Zenefits

An automated platform for small and medium businesses, helping fintechs and other institutions streamline their workflows. All it takes is one platform, Zenefits, to automatically connect to payroll and scheduling, for example. According to the company, its customers spend less time onboarding new staff. Additionally, using Zenefits can improve internal compliance procedures and help you manage payroll processes.

11. Call Hippo

Again, CallHippo is a digital tool that helps businesses automate their workflow. It is one of the best choices for organizations looking for virtual phone system integrations. CallHippo is a new alternative to call centers that provides professional and easy to configure support tools. Additionally, sales teams use this tool to track their productivity and see results in one place.

12. Calendly

An automation tool that eliminates the need for emails. In other words, Calendly helps organizations host meetings without sending emails or inviting attendees. The service is also known for its easy integration with Outlook, Office, and Google calendars. The use of this digital tool is ideal when users wish to share their diaries and calendars with external partners. It’s simple, and it saves time. Basically everything you expect from a digital calendar.

13.Google Drive

It’s safe to say that Google Drive is one of the most popular cloud-based data storage solutions in the world. The cloud is ideal for small businesses that want to share files and easily sync them across different devices. Part of the tool’s success is that the standard basic version of Google Drive is free. Moreover, it is ideal for editing files and copies in real time as well as adding various comments and suggestions, especially if you are working with third-party vendors or external stakeholders.

14. Evernote

Evernote is a well-known software that helps businesses save web pages, add files, save bookmarks, and create all kinds of notes. All Evernote content is saved with the ability to embed. Additionally, the software has built-in note templates that make it easier for organizations to plan and create research reports. Like many similar services, Evernote’s virtual notes can be exported or simply edited. The software offers a free version with limited packages.

15. Soft

We simply cannot leave this list without mentioning Slack. It is another famous tool for companies and their internal communication. Slack has many options to integrate tools and share files very easily. Users can respond to chat threats and receive notifications when another team member replies or writes in different channels. The tool has the ability to add different workspaces. Plus, users can view projects and create to-do lists in one place. Slack is also mobile-friendly, so its users can never miss a message and check what their teammates are saying using their phones.


Project roadmap, quarterly results, individual progress and numerous visual charts. Tracking this data is much easier with, a cloud-based project management system. Even though the company launched the project in 2014, it gained public recognition in 2019 after raising $150 million. allows fintech team members to personalize their workflows and collaborate more effectively with other departments.

17. NXT

This payment and cryptocurrency network was introduced to the public in 2013. According to the claims, it was developed by a team of anonymous software developers. What is interesting is that, unlike bitcoin, there is no mining. Additionally, NXT is used today to build fintech applications and design financial services by implementing the wonders of blockchain technology. In other words, it’s an investment for companies that want to grow and scale faster.

18. Square

Now known as Block, the company has grown from a small standard startup to a multi-million franchise in just over a decade. It offers services such as crypto trading or consumer payments. As the CEO explains, the company now aims to develop services focused on “the native currency of the Internet”. Square also offers businesses NFC payment options, which means users can pay as they go.

19. Herd

Flock is another shared workspace for enterprise collaboration services. It is a hub that offers group messaging and video conferencing while sharing different files. Additionally, the tool allows for external application integrations while avoiding awkward chat flows and clutter. Flock minimizes the chances of you getting lost in messy chat logs. It makes it easier for users to provide feedback and manage projects on one platform.

20. HubSpot

The well-known CRM combines services for sales, marketing and customer support specialists. It’s a perfect tool for planning campaigns or generating new leads, as well as other automation and analytics features that allow HubSpot users to get detailed traffic or revenue insights. Currently, HubSpot has a special academy that offers online courses on marketing and other important marketing topics.


As a fintech business, you need to stay compliant with ever-changing AML and KYC laws. The most common practices for ensuring compliance today are AML monitoring and Identity Verification. iDenfy offers both fraud prevention and detection services, but is best known for its AI-based identity verification software that helps prevent criminal activity by verifying user ID documents before allowing them to access financial services.


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