Best Finance Software - Page 100
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NeatInvoices
Neat
Don’t let another unpaid invoice slip by, you deserve to get paid for your work. Track invoices and payments all in one place to keep organization simple. Stop waiting for checks in the mail. Get your money faster through Neat’s industry-leading partner WePay (a Chase company). Customers can pay you by credit/debit card and bank transfers. No forced upgrades to access the full suite of features—just streamlined invoicing for your products and services. Only pay standard processing fees when a customer pays with debit/credit or bank transfer. Feel the relief of an invoicing tool that is turnkey, professional, and fast, with no subscription fees. Really, you can build and send branded invoices in minutes. We don’t have robots talk to you, except for our very polite chatbot on our website that connects you to a human. You’ll always have unlimited access to personalized support from a Neat expert at no additional cost. -
2
CECL FIT
PCBB
CECL FIT is designed to help you comply with the new CECL accounting standard. Our web-based solution, CECL FIT, combined with our PCBB Advisors, will guide you through the steps to determine the appropriate methods for your loans and securities groups. CECL FIT, a robust, web-based solution, gives you a customizable executive dashboard to review your portfolio reserve, easily test your assumptions, and see instant results. Institutions with low or no loss history can get started quickly and see which works best for each unique loan or securities segment. Intuitive, executive dashboard to instantly see the impact of adjustments. Forward Look with reasonable and supportable forecasts. Flexible, web-based solution meets your unique needs as you grow Instantly see the impact of adjustments in real-time, on a customizable, executive dashboard. Assess the impact of credit loss for loans, unfunded balances, and HTM securities.Starting Price: $5,000 per year -
3
Upstock
Upstock
75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly process of equity because we believe that big dreams grow from humble beginnings and all companies regardless of size should be able to offer their team the best equity plan possible. Our process is intuitive and instantaneous. So getting started won't burn you out. Get set up and send out legal agreements for your workers. Align stakeholders while increasing worker engagement and retention with a dashboard that shows the value of equity earned in real-time.Starting Price: $10 per month -
4
YCharts
YCharts
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities. Thousands of financial advisors, asset managers and investors rely on YCharts to develop insights, make smarter investment decisions and effectively communicate with prospects and clients. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies. Win more new business and position your investment strategies to stand out with customizable sales and communication tools. Turn questions into actionable insights with data visuals that demonstrate your expertise, attract prospects and educate clients and partners. -
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GuruFocus
GuruFocus
GuruFocus is the most comprehensive value investing website available. It contains broad collections of data and tools for investors who pick stocks based on the performance and valuation of the underlying business. With its combination of historical, financial and valuation data, powerful screeners, charts and comparison tools, investors can make smarter long-term decisions. GuruFocus also provides in-depth data and analysis on the portfolios and trading histories of institutional investors and company executives, as well as macro-economic data, total market valuations, industry/sector data and more to help investors gain a better understanding of market cycles and overall valuations. GuruFocus publishes a variety of financial news, investment analyses and opinions from market experts to guide investors on their investing journey. GuruFocus.com is dedicated to value investing. -
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SenseQuiet Accounting
SenseQuiet
SenseQuiet Accounting provides user flexible platform for recording daily receipts, payments & other account-to-account adjustments. It comes with easy to setup chart of accounts that can be configured perfectly even by the person having no in-depth knowledge of accounting. Reporting section to produce many comprehensive reports (e.g. chart of account, vouchers printout & register, cash book, account ledger, trial balance, profit & loss, balance sheet ETC.) that present clear picture and position of company to help users in making decision & future plans. Categorized list of accounts, vouchers register, vouchers printout, account ledger, receivable/payable summary, trial balance reports, profit & loss, and balance sheet. -
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SenseQuiet Sales Tax
SenseQuiet
SenseQuiet Sales Tax contains all the features of both SenseQuiet Accounting & SenseQuiet Inventory, additionally, it has all the features maintaining Sales Tax & Federal Excise Duty with purchase/sale invoice. Specifically, to present taxes detail, the user can print purchase/sales invoices, debit/credit notes, input/output registers, item/party-wise summaries of sales tax. Monthly taxes calculation report helps users fill sales tax challan & yearly sales tax summary reports. All of this gives the software a unique identity among various available solutions. Categorized list of accounts, categorized list of items, purchase/sale contracts register. Purchases/sales register, sales tax input register & summaries. Sales tax output register and summaries, location-wise inventory, adjustment register, vouchers register, and vouchers printout. -
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SenseQuiet Grain
SenseQuiet
SenseQuiet Grain is an accounts and double quantity stock management software, developed specifically for wholesalers/retailers in the grain market. It provides users a flexible platform for recording daily receipts, payments, sales, purchases & other account-to-account, item-to-item & location-to-location adjustments. It comes with easy to configure account types, accounts, item brands, items, brokers & locations master files. Vouchers format provides you with the option of marking deduction of income tax from payments & receipts, it tracks records of pending challan which has not been received or deposited into the bank. It offers users to maintain a list of pending bills to be paid or received. It preserves the minimum stock level and generates a list of items to be purchased. Order tracking system produces accumulated and separate lists of accomplished/pending or canceled orders. -
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Subscription and Recurring Billing Management is primarily curated for all subscription-based businesses for automating subscriptions, recurring billing and tax calculations within Dynamics 365 CRM. It takes care of the billing part and lets organizations focus on the growth and expansion of business. An ultimate time-saving app, it ensures accuracy and efficiency by eliminating billing bottlenecks and making the entire process of managing subscriptions smooth and easy. Features: Plans & Add-Ons Multiple Pricing Models Subscription Schedules Proration Revenue Analysis Delayed Charge Schedules Margin Schedules Track Trials Tax Calculations Avalara AvaTax Integration
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FormX.ai
Oursky
FormX is an API that extracts structured information from physical documents. It makes data entry obsolete by understanding documents with the latest AI technology. The API can capture data from Receipts, Bank Statements, Identity Documents, Business cards, Forms, Licenses, Certificates, and more. Users can even train their Custom Models using the web portal. Its clients range from Shopping Malls that want to extract product line items from receipts to recommend better offers to customers, to Private & Public Agencies who want to speed up the COVID-relief approval process by verifying address and name from bank statements automatically.Starting Price: $299 per month -
11
CloudOffix
CloudOffix
CloudOffix is a total experience platform that provides businesses with an integrated and automated solution to manage their operations seamlessly. This all-in-one platform focuses on bringing together customer experience, employee experience, user experience, and digital experience, making it easier for businesses to improve communication and collaboration and provide a seamless experience for both employees and customers. CloudOffix offers various products, including: -Sales Cloud -Marketing Cloud -Ecommerce Cloud -Invoicing Cloud -HR Cloud -Help Desk Cloud -Project Cloud -Social CloudStarting Price: $29 per user per month -
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MakeCommerce
MakeCommerce
By using our platform you will save countless hours of visiting different banks and signing contracts. With one simple integration, you can use close to 20 different payment methods to collect payments from the Baltics and Finland. In addition, you can use our Visa/MasterCard payment method to collect payments from all over the world. You can accept Swedbank banklink payments using standard MakeCommerce service agreement. If you have not signed the agreement yet then you can apply for it here. Depending on the country and your field of operation we may have to ask for bank’s confirmation before activating your payments but this normally does not take more than 3 working days max. You do not need to open a Swedbank account.Starting Price: 2.5% + 0.3 € Fee -
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treyFACT SQL
Treyder
treyFACT SQL includes the entire buying and selling cycle; budgets, orders, delivery notes, invoices, maturities, payments, collections, commissions, periodic billing, contracts, remittances, special prices, etc. Multiple warehouses, attributes (sizes, colors, etc.), lots and series, customer deposits, inventories, composite items, manufactured items, offers, etc. CRM; control of calls, tasks, alarms, appointment book, incidents and suggestions, management of mailing, etc. Flexible configuration throughout the application; such as creating new fields in the important modules, customizing document and list layouts, saving searches and grid sorting, creating and saving custom filters. Import of customers, suppliers and items from Excel. Connection with various accounts in the market such as Contaplus, A3, Contasol, Contanet, etc. You can install our software on your computers or optionally hire a Treyder Cloud Server.Starting Price: €120 per year -
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Handdy Invoices
Handdy
This intuitive software makes invoicing a delight. It is delightful because it not only sends beautiful online invoices but also makes all the effort to collect your money quicker. It has 21 "pay me now" features that are exclusively built for the purpose of getting your money quicker. When these 21 features are used you no longer need to chase your clients for payments. Getting payment on time means a world to every small business. That's why 1000's of small businesses love this. Try it and you will love it too. Your invoice should look professional. Now you can get that professional designer look on your invoice. You will know if your customer has opened your invoice or not. If it remains unopened you can resend it in seconds. Handdy sends two automatic payment reminders. First when invoice due date is nearing and next when invoice is overdue.Starting Price: $1 per month -
15
Fintel
Fintel
Rapidly and confidently discover the insights you need to win, with institutional-grade tools for all. We closely monitor over 31,806 institutional investors and 416,000 securities traded worldwide and deliver the information you need to make winning decisions ahead of the crowd. We do all of the ‘heavy lifting’ for you when it comes to sorting through the critical data buried deep within SEC filings, including categorizing exhibits based on their importance, tracking changes and document redlining, display the changes between 10-Qs and 10-Ks. Full-text document searches of SEC (US) and FCA (UK) filings, email alerts for significant filings including 8K, proxy statements, and registration statements. This feature alone will save you hundreds of hours of tedious and exhaustive research. And help you profit by staying ahead of the markets. Research shows that stock prices tend to follow the decisions of insider trading. We make it easy for you to find this information.Starting Price: $24.75 per month -
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Sellerocket
Ciotialtech
Sellerocket is the ultimate subscription billing and marketplace management platform for cloud resellers and SaaS independent software vendors (ISVs). It enables seamless automation of billing and provisioning of cloud services and B2B SaaS applications. Sellerocket holds the potential to tackle the biggest challenges related to management of complicated subscription & billing terms. Key Features: Multi-Disti Connect Ready-to-go Marketplace Catalog and Category Configurator Automated Billing Automated Provisioning Payment Gateway Integrations Sales Management Support Ticket Management Smart dashboard Margin & Pricing management Email templatesStarting Price: $99 -
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KlearStack
KlearStack
KlearStack offers template-less, automated invoice processing, and thus removes the drudgery of manual entry from unstructured documents. Our mission is to automate the tedious manual processes and exhausting data entry, so that humans are freed for more intelligent and creative tasks! To help organizations make their unstructured data a competitive advantage by unlocking the useful information from unstructured and free-form semi-structured documents. KlearStack’s artificial intelligence today provides best solutions to automate the following processes that involve unstructured documents: Invoice Automation Purchase Order Automation Receipt Capture Consumer Durable Loans Multi-Vendor Trade Finance Process Automation Two Wheeler Loan Automation Used Cars Loan Process Automation With our proprietary template-less AI/ML technology, you don't need to spend hundreds or thousands of days on designing and maintaining templates anymore! Improve productivity by up-to 200 -
18
Expenzing
Expenzing
Expenzing offers comprehensive spend management solutions designed to automate procurement, accounts payable, and travel and expense processes for businesses. The platform integrates budgeting controls, supplier management, and automated invoice processing to prevent unauthorized spending and optimize operational efficiency. Features like fraud control algorithms, mobile travel booking, and OCR for receipt scanning streamline the approval and reimbursement processes. Expenzing’s solutions ensure statutory compliance, reduce expenses, and provide full visibility into spend management, helping businesses improve governance and decision-making. -
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Moss
Moss
Credit cards, invoice management, and digital financial processes drive efficiency across your entire business. Whether it's cash transactions or mileage reimbursement: All out-of-pocket expenses that employees bear can be easily accounted for and reimbursed with Moss. Gain more focus and save time and effort through automated processes in accounting, and accelerate the month-end closing. Due to integration with your accounting software, data can be exported with one click. Moss provides a smooth invoicing process that benefits the entire team. Digital, automated and centralized in one place. With automated spend and approval processes, Moss helps you make the most of your time. With set approval limits, corporate credit cards for employees allow a new level of control. Track all employee spending in Moss, freeze cards and flexibly adjust limits. Moss shows you all employee expenses in one place and always in real time. This makes every payment trackable.Starting Price: €12 per user per month -
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CREmodel
CREmodel
CREmodel analyzes multifamily/apartments, shopping centers, industrial, office, and mixed-use projects. This is a highly flexible Excel-based real estate financial model constructed in an intuitive modular fashion. An easy-to-use but powerful real estate financial model for commercial real estate investments. A comprehensive Excel-based proforma template is all set up, just input the numbers. Real estate investment model that works for all types of commercial real estate projects. Neat and orderly spreadsheets that are understandable to the bank and investors alike. Real estate modeling software you can count on, no more math errors. Since it's an Excel spreadsheet template, you have maximum flexibility. This is a highly flexible Excel-based real estate financial model constructed in an intuitive modular fashion for ease of input and calculates return on investment (ROI), internal rate of return (IRR), and net present value (NPV).Starting Price: $89 one-time payment -
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2Subscribe
Verifone
The subscription package that grows customer lifetime value and improves retention. Here you'll find everything you need to accept payments, manage subscriptions and prevent churn, all in all with the ultimate goal of having happy customers that keep renewing your service. Get additional services to help you increase conversions, renewals, tax and compliance, or support. With global support for 9 payment methods with recurring billing functionality and multi-language checkout in 29 languages, you are ready to scale your subscription business and sell internationally. Our tools and triggers will help you monetize across the subscription lifecycle and improve average order value and customer lifetime value. Manage your subscription-based business with out-of-the-box reporting on metrics that count, monthly/annual recurring revenue, renewal and churn rate, active customers and subscriptions, and many more. Track renewal forecasts and cohort reporting.Starting Price: $0.35 per sale -
22
Privacy
Privacy.com
Privacy gives you control over who can charge you and how much. Create virtual payment cards for one-time purchases or subscriptions, directly from your browser. Set spend limits, pause, unpause, and close cards any time you want. Shield your card details and your money by creating virtual payment cards, instead of using your regular debit or credit card, for each place you shop online. Save time at checkout with our browser extension. Create and auto-fill secure card numbers at checkout with a one-click experience. Privacy Cards lock to the first merchant they are used at. If the merchant is ever compromised, your card number can never be used anywhere else, giving you an extra layer of protection. Create a Spend Limit on each card to block hidden fees and double charges on recurring expenses. If a transaction goes over the limit, it will automatically decline.Starting Price: $10 per month -
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Pure Cash Tracker
Stella Software
Pure Cash Tracker is designed from the ground up to be an intuitive invoicing and expenses tracking app helping contractors, sole traders and freelancers keep track of their business. Pure Cash Tracker makes it easy to enter invoices, receipts, expenses and payments and send them directly to clients and customers. Pure Cash Tracker will also keep track of the sale taxes on all transactions, making it easy to put together the information needed when it comes to reporting. Care has been taken in designing the reports in Pure Cash Tracker to make sure that it's easy to find and obtain the information you need to get a full picture of how your business is operating. In Pure Cash Tracker you can request the app send you notifications on the days that expenses or invoices to customers are due if they are still unpaid. There are also home screen widgets available showing upcoming invoices and expenses making sure you always have your finger on the pulse of your business.Starting Price: $2 per month -
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Mitigram
Mitigram
Mitigram, the leading digital platform for global trade financing. See how seamless your trade could be with the best possible access and execution. Over $70bn of financing flows have been made via Mitigram since launch. Our unique network has seamlessly financed trade in over 100 markets, so far. Mitigram has covered risks on over 1000 issuing banks in developed and emerging markets to date. Choose the right trade financing counterparts. Get the best possible access. And the best execution. Manage risks and create the optimal conditions for trade financing with multi-bank, multi-instrument, multi-channel Mitigram. Give your front office the edge with fully digitalized trade finance client processes. Improve sales and execution by accessing the largest digital network for originating and distributing trade finance risks. Access the universal market network to assess real-time risks, capacity and pricing.Starting Price: €800 per year -
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Björn Lundén Bokföring
Björn Lundén
Our easy-to-use accounting programs have simplified the accounting work for small and medium-sized companies for more than 20 years. The programs are really proven and you can be sure that you have access to support and well-developed user support. Our accounting programs contain lots of smart functions and features that speed up and facilitate your work. Björn Lundén Bokföring is our new accounting program that allows you to manage the accounting on the web or in the Björn Lundén app. With BL Bokföring, you work in one of the market's best accounting programs with lots of smart functions. We have packaged our web services in three affordable accounting packages. With the package Very much, you handle the accounting smoothly in the web/app and automate the management of your receipts, supplier invoices and payments. If you want to handle both accounting and invoicing on your own, choose one of the More or Most packages.Starting Price: $99 per month -
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Uniconta
Uniconta Global
Uniconta is developed to integrate seamlessly and gives synergies with Microsoft technology. It is designed to fit easily and smoothly into your cloud IT-ecosystem. Uniconta can be deployed as a standard ERP system, but is designed as a modular, flexible solution that allows easy customization of fields, indexes and screen layouts. Manage costs, revenue, work in progress and hourly consumption on individual projects. Manage costs, revenue, work in progress and hourly consumption on individual projects. Purchase is used to keep track of orders of items and services from vendors. Significantly expands both the General Ledger module and Inventory. Take your prospective customers to the next level with our CRM system. Manages production and provides an overview of the production BOMs in progress. -
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Pennylane
Pennylane
An all-in-one solution to better manage your clients' accounts. Sales and purchase entries are automatically created in the journals with the associated documents. Benefit from a powerful and intelligent accounting review solution to better monitor the progress of your balance sheets. Establish all the tax obligations, VAT declaration, tax packages and management of the brochure. Pennylane is a complete accounting production software and an all-in-one financial management tool for your clients. From Pennylane, your customers supervise and pay for their purchases, manage their invoicing, or connect their sales tools, and monitor their cash flow. All the actions they perform in the platform feed your input. Streamline your exchanges with your customers and collaborators by communicating directly in Pennylane, chat, comment on invoices and transactions, follow the activities and deadlines related to each.Starting Price: €19 per month -
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Grey
Grey
Open a global bank account for free to receive and make foreign payments or convert currencies, all in one place. Use your account details to receive pounds, dollars, and euros like a local and manage your earnings. Invoice like a local and manage your earnings. Enjoy quick and efficient online foreign exchange transactions. Say goodbye to bank queues and disappointments. Enjoy fast global money transfer with your international bank account on Grey. Share your account details to get paid, or spend around the world with your debit card. Verify your identity using your government-issued ID. Sign up online, or in our app with your email address. We don't lend out your money and we make sure that it's always secure with our institutional partners so you have nothing to worry about. Our AML and security teams are dedicated to keeping your account safe and protected from fraud at all times. -
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ClearDil
ClearDil
The End-to-End Anti-Money Laundering (AML) and Know Your Customer (KYC) Solution for your customer compliance lifecycle. ClearDil is an AML and KYC compliance platform. The API, mobile SDK and the web app enable institutions to verify people and companies across global sanctions, watchlists, and politically exposed persons (PEPs) databases, provide aliases, criminal records, court judgments, document verification and much more. An integrated platform to effortlessly meet all your Anti-Money Laundering and KYC requirements with an extensive KYC/AML API for Payments Wallets, Lending, Cryptocurrency, Initial Coin Offering (ICO), or Remittance Businesses. Seamlessly delivered solutions for companies seeking to fully automate their KYC and AML compliance workflows. A single cloud-based platform built up to accommodate your needs regardless of your business' size. Our ready to use Onboarding KYC Flow allows businesses to integrate ID verification, identity verification and AML checks. -
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Titaniam
Titaniam
Titaniam provides enterprises and SaaS vendors with a full suite of data security/privacy controls in a single, enterprise grade solution. This includes highly advanced options such as encryption-in-use that enables encrypted search and analytics without decryption, and also traditional controls such as tokenization, masking, various types of encryption, and anonymization. Titaniam also offers BYOK/HYOK (bring/hold your own key) for data owners to control the security of their data. If attacked, Titaniam minimizes regulatory overhead by providing evidence that sensitive data retained encryption. Titaniam’s interoperable modules can be combined to support hundreds of architectures across multiple clouds, on-prem, and hybrid environments. Titaniam provides the equivalent of 3+ categories of solutions making it the most effective, and economical solution in the market. Titaniam is featured by Gartner, IDC, and TAG Cyber and has won coveted industry awards e.g. SINET16 and at RSAC2022.
