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Best Financial Data APIs For Small Business

Top picks for Financial Data APIs available for small business

Streamlining banking transactions for a prosperous future.

1.7

Free trial not available

Freemium

Starts from $500/Month

Unlocking valuable insights for smarter decisions.

No ratings available

Free trial not available

Freemium not available

Wealth Reader API offers custom pricing plan

Streamline data and unlock business potential.

No ratings available

Free trial not available

Freemium

Codat offers custom pricing plan

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List of the Best Financial Data APIs For Small Business as of September 2026

Plaid - New SaaS Software

Plaid

Streamlining banking transactions for a prosperous future.

Best for: SMB teams · Mid-market · Enterprise

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What is Plaid?

Plaid – Connect, Optimize, and Prosper. Create seamless connections between bank accounts and apps using Plaid's powerful API. With a user-friendly interface and simple integration, developers can quickly add Plaid's features to their app. Gain valuable insights into financial transactions and ...

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Starts from $500/Month, also offers free forever plan

Wealth Reader API

Wealth Reader API

Unlocking valuable insights for smarter decisions.

Best for: SMB teams · Mid-market · Enterprise

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What is Wealth Reader API?

Wealth Reader API connects applications to banking and financial data sources, enabling programmatic extraction of financials, legal documents, real estate data, and insurance policies for any entity. It offers configurable extraction settings and fast read speeds, reducing the need for manual ...

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Wealth Reader API offers custom pricing plan

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Codat

Codat

Streamline data and unlock business potential.

Best for: SMB teams · Mid-market · Enterprise

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What is Codat?

Codat is a universal API that gives software providers and financial institutions access to small business financial data across accounting, banking, and commerce platforms in a single integration. It supports use cases including automatic reconciliation, business dashboarding, and loan ...

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Codat offers custom pricing plan

Pluggy

Pluggy

Empowering finance innovation for a secure future.

Best for: SMB teams · Mid-market · Enterprise

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What is Pluggy?

Pluggy is an Open Finance API platform that connects applications to users' financial data across Brazilian banks and financial institutions. Developers use it to build budgeting apps, credit tools, and fintech products that need secure access to account, transaction, and balance data.

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Pluggy offers custom pricing plan

ForwardAI Precise

ForwardAI Precise

Effortless data management for smarter business decisions.

Best for: SMB teams · Mid-market

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What is ForwardAI Precise?

ForwardAI Precise is an API platform that connects to 160+ real-time business data points for cash flow monitoring and financial forecasting. It integrates with QuickBooks and Xero, delivering customizable metrics and analytics reports in JSON and PDF formats, designed for small and ...

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ForwardAI Precise offers custom pricing plan

Boss Insights - New SaaS Software

Boss Insights

Streamlining financial data for smarter lending decisions.

Best for: SMB teams · Mid-market · Enterprise

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What is Boss Insights?

Boss Insights is a cutting-edge API connection that comprehends financial data for SMB and commercial businesses. It's a one-of-a-kind platform that generates proactive recommendations and tracks business requests. Trusted by brokers, private lenders, and financial institutions, Boss Insights ...

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Boss Insights offers custom pricing plan

Barchart OnDemand - New SaaS Software

Barchart OnDemand

Real-time market data, better decisions.

Best for: SMB teams · Mid-market · Enterprise

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What is Barchart OnDemand?

Barchart OnDemand is a cloud-based market data API that integrates powerfully into applications and workflows. With the software, you can embed interactive charts with real-time market data into your website to gain a competitive edge. The software supports a range of formats, including XML, ...

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Barchart OnDemand offers custom pricing plan

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].