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 financial transaction flowchart


Top Software for Financial Services Companies
For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

financial transaction flowchart  Software for Financial Services Companies Comparing software solutions for financial services companies can be difficult and time-consuming—but at TEC we make it quick and easy In just seconds, you can get free side-by-side software comparison reports. Choose from all the leading vendors—including Microsoft, SAP, Oracle, UNIT4, Sage, IBM, MicroStrategy, Infor, Epicor, META4, NuView, NOW Solutions, Cézanne Software, PRELYTIS, QlikTech International, TARGIT, Cougar Mountain Software—and many more.

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Financial Packages

Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.  

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The Rising Financial Importance of Service


For the Best-in-Class, service is a profit center and a competitive differentiator. As a result, these organizations are yielding soaring financial results. Download this infographic from the Aberbeen Group and see how organizations can win by providing best-in-class service to their customers.

financial transaction flowchart  Rising Financial Importance of Service For the Best-in-Class, service is a profit center and a competitive differentiator. As a result, these organizations are yielding soaring financial results. Download this infographic from the Aberbeen Group and see how organizations can win by providing best-in-class service to their customers. Read More

QAD Enterprise Applications: Financial Packages Competitor Analysis Report


This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

financial transaction flowchart  Enterprise Applications: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More

E-Business Suite: Financial Packages Competitor Analysis Report


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financial transaction flowchart  Business Suite: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More

Canadian Financial Executives Research Foundation


The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies financial management issues.

financial transaction flowchart  Financial Executives Research Foundation The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies financial management issues. Read More

Align Financial Processes and Systems for Better Business Value and Compliance


Financial business process professionals need to coordinate financial process life cycle activities in order to enhance the value of information within the business, and drive better execution of compliance measures. But too often, automation and integration gaps discourage their efforts. Download this report to learn how to integrate and automate these activities, and improve your ability to make strategic and tactical decisions.

financial transaction flowchart  Financial Processes and Systems for Better Business Value and Compliance Financial business process professionals need to coordinate financial process life cycle activities in order to enhance the value of information within the business, and drive better execution of compliance measures. But too often, automation and integration gaps discourage their efforts. Download this report to learn how to integrate and automate these activities, and improve your ability to make strategic and tactical Read More

Integrating Actuals into Financial Plans


Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

financial transaction flowchart  Actuals into Financial Plans Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting. Read More

Oracle E-Business Suite (12.1) for Financial Packages Certification Report


Oracle E-Business Suite (12.1) is now TEC Certified for online comparison of financial packages in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

financial transaction flowchart  E-Business Suite (12.1) for Financial Packages Certification Report Oracle E-Business Suite (12.1) is now TEC Certified for online comparison of financial packages in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

The 2007 Microsoft® Office System in Financial Services


This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity.

financial transaction flowchart  Microsoft® Office System in Financial Services This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity. Read More

Spotfire Financial Analytics


Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their data, asking questions to reveal hidden patterns and biases. Users can easily change views, filters, and queries. Users can share sessions with colleagues or export them to applications like Word, Excel, PowerPoint, and Adobe Acrobat.  

financial transaction flowchart  Financial Analytics Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their data, asking questions to reveal hidden patterns and biases. Users can easily change views, filters, and queries. Users can share sessions with colleagues or export them to applications like Word, Excel, PowerPoint, and Adobe Acrobat. Read More

Epicor ERP 10: Financial Packages Competitor Analysis Report


This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

financial transaction flowchart  ERP 10: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More

Financial Times


Founded in 1888, Financial Times is an international daily newspaper. The publication focuses on international economic and business news.

financial transaction flowchart  Times Founded in 1888, Financial Times is an international daily newspaper. The publication focuses on international economic and business news. Read More

Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

financial transaction flowchart  Study: Financial Services Industry The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers. Read More

Standards for Financial Plans


Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans.

financial transaction flowchart  for Financial Plans Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans. Read More

JD Edwards EnterpriseOne: Financial Packages Competitor Analysis Report


This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

financial transaction flowchart  Edwards EnterpriseOne: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More