Top Financial services Workflow Automation (Zapier / Make / n8n) Companies

Discover Workflow Automation (Zapier / Make / n8n) companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

How this list is built

We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

886 Companies

Top Financial services Workflow Automation (Zapier / Make / n8n) Companies

West X Business Solutions
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
West X Business Solutions is a provider of technology solutions with a focus on Microsoft 365, Power Platform, and workflow automation. With over 20 years of experience, we have assisted organizations in improving their operations by optimizing information capture, management, and utilization. Altho
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Vancouver, British Columbia, Ca
Services Provided
60% Workflow Automation (Zapier / Make / n8n)
30% AI Strategy & Roadmap Consulting
10% ECM Consulting and SI
AI Summary
“West X Business Solutions specializes in Microsoft 365 and Power Platform, delivering tailored digital workflows and automation to streamline operations and enhance organizational collaboration and decision-making.”
ElmoSoft
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
ElmoSoft is a software engineering firm that specializes in FinTech and trading platforms, offering top-notch web development and Quality Assurance services for startups backed by venture capital and rapidly expanding tech companies. We assist fintech firms, brokers, trading platforms, and SaaS busi
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Tallinn, Harju, Ee
Services Provided
23% Custom Web Application Development
22% QA & Software Testing
5% Backend Development
50% Workflow Automation (Zapier / Make / n8n)
AI Summary
“ElmoSoft specializes in developing and QA testing fintech and trading software, augmenting teams with skilled engineers to deliver secure, high-performance custom web and AI-driven applications.”
Growth Hub
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Growth Hub is a worldwide managed services partner that assists businesses in scaling essential operations without increasing their internal workforce. We focus on creating dedicated offshore teams that seamlessly integrate into your existing workflows. These teams assume responsibility for intricat
Highlights
< $25/hr
Avg Hourly Rate
50-249
Employees
Udaipur, Rajasthan, In
Services Provided
43% Workflow Automation (Zapier / Make / n8n)
7% Machine Learning Model Development
50% Data Annotation Services
AI Summary
“Growth Hub delivers global managed services by embedding dedicated offshore teams for data management, research, automation, and reporting, enabling clients to enhance operations and focus on strategic growth.”
Metagens.ai
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Modern Financial Institutions' Payments and Lending Infrastructure The foundational layer that integrates payments, lending, and compliance, tailored to the realities of the US financial services landscape. The current financial infrastructure is plagued with inefficiencies. US banks, fintech compan
Highlights
$5,000+
Min Project Size
2-9
Employees
Bengaluru, Karnataka, In
Services Provided
34% SaaS Product Development
33% Workflow Automation (Zapier / Make / n8n)
33% Operational Process Consulting
AI Summary
“Metagens.ai provides an integrated SaaS platform delivering payments, lending, compliance, and core banking infrastructure tailored for US financial institutions, streamlining operations with one API-first solution.”
Developico
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We concentrate on optimizing your business processes. By utilizing straightforward apps, automation, and robotics, we develop a comprehensive suite of tools that enhances your company's performance.
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Warszawa, Masovian, Pl
Services Provided
50% Workflow Automation (Zapier / Make / n8n)
20% Change Management Consulting
25% Operational Process Consulting
5% Go-to-Market Strategy
AI Summary
“Developico enhances business efficiency by creating simple apps, automation, and robotics solutions that streamline processes and boost overall company performance across various functions.”
Symphony Partners
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Symphony Partners is a Toronto-based company that specializes in custom web and application development for businesses of any size. Our team consists of skilled developers and designers proficient in various programming languages and design tools, dedicated to providing high-quality, user-friendly s
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Toronto, Ontario, Ca
Services Provided
35% Custom Web Application Development
15% Mobile App Development (iOS & Android)
50% Workflow Automation (Zapier / Make / n8n)
AI Summary
“Symphony Partners, based in Toronto, delivers custom web development and automation solutions, enhancing efficiency for diverse businesses, especially in legal and financial sectors, through user-friendly technology.”
Builts AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Builts AI is an agency based in Ontario, Canada, specializing in workflow automation. We create personalized automation systems for small businesses and teams, avoiding the use of templates. Each solution is specifically designed to fit the client’s unique workflows and technology. Our automation of
Highlights
2-9
Employees
Services Provided
15% AI Strategy & Roadmap Consulting
35% Custom AI Chatbot Development
50% Workflow Automation (Zapier / Make / n8n)
AI Summary
“Builts AI, an Ontario-based agency, delivers tailored workflow automation solutions for diverse industries, enhancing efficiency and reducing operational costs without relying on templates.”
ProofIT Ltd.
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Stop losing revenue due to unreliable and inadequate software. ProofIT is a testing automation company that is not tied to any specific vendor or technology, assisting tech teams in avoiding critical failures, reducing testing expenses, and expediting stable releases. We develop customized low-code/
Highlights
$25,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Budapest, Budapest, Hu
Services Provided+1 Services
33% Legacy System Modernization
14% IT Compliance & Governance
10% Managed IT Services
10% Cloud Migration Services
AI Summary
“ProofIT Ltd. offers vendor-neutral, customized low-code automated testing and QA services across regulated industries, enhancing reliability, reducing costs, and enabling confident, stable software releases.”
BTA
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At BTA, we simplify the complexities of IT through a mentorship-focused strategy, empowering businesses and teams to embrace and maintain innovative solutions in Security, Networking, and Automation—leading to quicker results with measurable outcomes. We tackle essential IT challenges through four f
Highlights
$25,000+
Min Project Size
10-49
Employees
Alpharetta, Georgia, Us
Services Provided
45% AI Strategy & Roadmap Consulting
45% Workflow Automation (Zapier / Make / n8n)
10% Other IT Consulting and SI
AI Summary
“BTA empowers businesses with mentorship-based IT solutions in security, networking, and automation, delivering proactive threat detection, workflow optimization, compliance adherence, and measurable performance improvements.”
Little Green Agency
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Little Green Agency is more than just a digital marketing startup; we are the SEO agency that businesses in Leicester turn to when they need immediate growth. As your strategic ally, we harness the full power of your online presence through campaigns that combine creativity with data-driven strategi
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Kibworth Harcourt, England, Gb
Services Provided+2 Services
10% Pay Per Click
16% Search Engine Optimization (SEO)
7% Performance Marketing
33% Google Ads Management
AI Summary
“Little Green Agency is a Leicester-based digital marketing firm delivering SEO, PPC, paid social, and marketing automation services through data-driven, ethical strategies to boost business growth.”

2 3 4 5 6

...

Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

A clipboard checklist with a ruler, a calendar and a coin stack, for a software development RFP template

Vendor Selection

Software Development RFP Template (Free Download)

A free ten-section software development RFP template with a filled-in example, a proposal scorecard, and Edverise data on agency minimum project sizes.

Nihar Ranjan Rout

10/26/2026

A signed contract surrounded by a padlock, a stopwatch and a target, for fixed price, time and material and outcome-based contracts

Vendor Selection

Fixed Price vs Time and Material vs Outcome-Based Contracts

When to use fixed price, time and material or outcome-based contracts with a software agency, with a worked example and Edverise data on project minimums.

Nihar Ranjan Rout

10/22/2026

Industry Trends

The Era of the Directory Is Over. Here's What's Replacing It.

The B2B directory had a good run. For two decades, it was the primary infrastructure connecting buyers with service providers a digital marketplace built…

Nihar Ranjan Rout

4/4/2026

Check All Our Blogs

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.