Best Finance Software - Page 34
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SalesStreamliner
SalesStreamliner
SalesStreamliner makes doing business easier for channel sales operations and partners, by automating manual sales tasks and connecting cross-channel partners independently all-in-one system. Grow your sales team with ease and confidence. Easily manage direct sales reps and channel sales in one unified system without conflict. Expand your business with ease. Manage multiple product lines & multiple sales channels all-in-one system without conflict. Franchise business operations in a box. Provide your franchisees with sales automation and watch them take off and thrive! Successful small business owners are master multi-taskers. SalesStreamliner makes multi-tasking easier, so you can focus on selling and servicing your customers. Get started with your SalesStreamliner turn-key solution in five easy steps.Starting Price: $49 per user per month -
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Dext
Dext
Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. 6. Integrate with over 11,500 applications, banks, and institutions: Seamlessly connect with e-commerce platforms like PayPal, Shopify, and Stripe. *Need an MTD for IT solution? Try Dext Solo (HMRC-approved) 🏆 Xero App Partner of the Year (UK and US, 2024)Starting Price: $31.50/month -
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Omnibanca
Corporacion Consultec
Omnibanca is a product that accelerates digital transformation. In addition to providing traditional digital channels, web banking and mobile banking, it also provides any digital channel; wacht, IOT, on boarding, credit origination, product sales. It is omnichannel, central client. It has the ability to integrate with all legacy systems, it contains a powerful api manager, multi language, currency and company. Streamline the adaptation of your financial institution to new technologies with Omnibanca. We consolidate in a single product functionalities of core systems and new fintech capabilities. Omnibanca connects all channels with back-end applications, facilitating access to all services and unifying the data of your customers.Starting Price: $69,999 per feature -
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Syscon Cronus
Syscon Solutions
Syscon Cronus is a #1 Plug and Play Manufacturing ERP software. It has been growing for the past 2 decades on technology and functionality with multiple implementations making the product really robust. It is so comprehensive that it does not require any customization. helps the roll-out quick & successful. Modules: 1. Sales and Distribution 2. Purchase & Inventory 3. Accounting & Costing 4. Planning & Production 5. Plant Maintenance 6. Quality Control 7. Payroll We made ERP simple, Affordable, and easy to learn and implement. We offer online Consulting, Implementation & Post implementation support.Starting Price: $33.6 per user per month -
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Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
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Treflo
Treflo
Treflo is building scalable & user-friendly products aimed at 64 Million MSMEs in India. We are Making Indian businessmen more productive by reducing the time and effort it takes to perform core business activities with the help of AI, ML, Voice-activated digital assistants and more. Time-consuming tasks such as generating GST invoices, generating E-Way bills online, etc. take up to 90% less time with Treflo.Starting Price: $0 -
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InvestorPortaLPro
Investor Portal Pro
Investor portal software solutions technology designed for file sharing, collaboration, and investor relations for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Investor portal software solutions designed to share, collaborate, produce, and secure information. The best investor experience starts here. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. Attract more capital & keep existing investors happy at an affordable price. Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fundraising to help you raise faster, distributing documents online securely, and collaborating with investors. Raise money faster and give your investors a clear look into real-time data. Put property & investment info online with IPP investor relations portals.Starting Price: Flexible -
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Cloudmore
Cloudmore
Whether you're a business looking to solve a recurring services procurement challenge, a vendor transitioning to recurring revenue, or a service provider moving to the cloud, Cloudmore has a solution for you. One place to sell, manage and bill your subscription channel partners and customers. Solve the procurement challenge for recurring and metered services. Reduce your billing processing time and remove costly billing errors. Users can self serve to discover and acquire the services they need. Showcase and sell your services in an internal or external marketplace. Select services from Cloudmore's service catalog and sell these to your users in their curated e-store. Manage pricing on a global or per customer basis. Create offers and quotes from your service catalog. Your admin users can discover, provision and manage services and view monthly billing details.Starting Price: 499 -
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Calc fellow
Calc fellow
FX Derivatives Calculator (Pricer) The calculator was developed for importer/exporters treasuries department and CFOs. The pricer uses are: 1. Pre-execution: plan hedging operations and examine hedging strategies alternatives. See live and fair OTC premiums. 2. Post-execution stage: determining the derivatives' "fair value" for financial reporting. The calculator's greatest advantage is that it includes high-quality and up-to-date market data! Market data refers mainly to standard deviations (volatility) and interest. What can it do? * Deal Type: Forward / Call / Put * Option Class: Vanilla / Knock in / Knock out * Barrier Type: American / European * Barrier Direction: Up&In / Up&Out / Down&In / Down&Out * Payout Chart * Simultaneous pricing of up to 17 "legs" The calculator is implemented in Google Sheets. Web-based - No installation is required. It's available in all Google applets, on your computer, tablet, or cell phone.Starting Price: $106 -
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Viirtue
Viirtue
With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.Starting Price: $5/month per user -
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Plika
BlueDraft SA
Plika is a CFP&A solution created by and for corporate finance professionals. Through automation and analytics, Plika allows you to say "Goodbye" to Spreadsheets to spend "more time on analysis and less time on preparation" in the Planning, Management Control, Forecast and Reporting processes. Functioning as a core, Plika allows integration with ERP, CRM, Bi and data sources to ensure that financial reports are fed with real and projected information in simple steps. Plika automates and analyzes Spreadsheets, allowing you to spend more time on analysis and less on preparation in the Planning, Management Control and Forecast processes. Plika functions as a core and allows integration with ERP CRM, Bi, and other data sources to ensure financial reports are fed with real-time and projected information in easy steps.Starting Price: $30 per month -
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Dinero
Visma Dinero
Get started with Dinero for free now - you can send your first invoice in less than two minutes. Dinero is for you who would rather spend time on your company's core product than on accounting. We work to make your accounting life much easier. Income, expenses, profit, future payments, VAT due and everything else related to your accounts - stored and presented to you simply in Dinero. Keep accounts and keep track of your company's finances when you're on the go. Take a picture of your purchase voucher and upload it to the Dinero cloud completely safe. Then it's over with physical, curly appendages that get lost or fly away from you in the wind. Get money at the checkout easily and conveniently. Let customers pay you with payment cards such as Visa, Mastercard, Maestro and Visa Electron - or with MobilePay.Starting Price: $245 per month -
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YNOS Venture Engine
YNOS Venture Engine
YNOS Venture Engine an entrepreneur-first, smart digital platform for transforming and creating efficiencies in the start-up and innovation ecosystem in India. The platform provides a comprehensive set of solutions to address some of the major challenges faced by early-stage entrepreneurs and innovators. YNOS is incubated by the IIT Madras Incubation cell. Information is critical to take the right strategic decisions. However, prospective entrepreneurs and other stakeholders will have to contend with a complex landscape and amorphous information resulting in inordinate time and effort in decision-making. Insight provides an extensive overview of the current state of the Indian startup ecosystem through its advanced algorithms and easy-to-use interface. The platform features three dashboards, which focus on startups, angel investors, and venture capitalists, delivering data-driven insights and visual representations to help users grasp the landscape quickly.Starting Price: 11,999/ yr Rs -
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Levenue
Levenue
Levenue is the only fintech company in Europe that enables subscription-based businesses to trade their recurring revenue for upfront capital. On the other side of the platform, Levenue enables investors to buy recurring revenue from subscription-based businesses at a discount, making it a great investment option. The financing process is very quick due to the integrations and automated underwriting, so you can expect to receive an offer as soon as 48 hours after applying. The is no dilution, no equity deals, and no collateral or personal guarantees, making Levenue the ideal financing option for your subscription-based business. How it works: 1. The subscription company signs up and connects their financial data 2. Levenue analyzes the data 3. A trading limit is set for the applicant's account 4. The applicant can request several trades 5. The investors see and bid for the trades 6. The most affordable offer wins 7. Both sign a contract, and the wire is sentStarting Price: 1% of the financing -
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ARIVE
ARIVE
Originate from anywhere with ease. Streamline your pipeline, issue instant pre-approvals, doc storage, run 1-click AUS, send disclosures & more. Provide your clients with a branded, mobile-friendly & secure client portal to collect loan applications and supporting documents based on rules. Accurately quote your borrowers with exact rate, generate fee worksheets with real fees, run instant TCAs, set up rate alerts, manage margins & more. Access industry-first lender marketplace for not only accurate pricing but digitally submit loans to lenders & get status updates back. Engage with a thriving community, share best practices, ideas, feature requests and help participate in shaping the platform. ARIVE was conceived as a product to combine common software solutions for brokers. The average broker shares a similar workflow, yet uses 5+ different programs to process a loan.Starting Price: $49.99 per user per month -
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BrokrBindr
BrokrBindr
Working smarter is so much better than working harder. Closing deals is way more fun than losing them. Give your clients the experience they deserve. Give yourself a competitive advantage. Propel your mortgage brokerage business with BrokrBindr. BrokrBindr is a great value if you use merely as an alternative front-end to Filogix. No time-outs, easy to navigate, and the data is safely secured in an account you control (consistent with the consent given to you by each of your clients). You will continue to use Filogix to run your credit-pulls, and to submit completed applications to lenders, and BrokrBindr will make every step easier, faster and more consistently reliable. Preparing emails to request condition documents is probably taking you twenty minutes. Cut that to twenty seconds when you select a personalized, branded email template and which auto-generates the list of condition documents for you. Provide the personal touch. Impress clients with your professionalism.Starting Price: $59 per month -
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Lano
Lano
Lano is a unified payroll and compliance platform that empowers businesses with the flexibility to manage and expand their global teams seamlessly. Offering global Employer of Record, global payroll, multi-currency payment, and contractor management solutions, Lano enables teams to take a scalable approach to previously manual, time-intensive processes in a single platform leveraging modern, digital workflows, global analytics, and integrations connecting to your favorite HRIS. Lano's vetted network of payroll and hiring partners offers coverage in 170+ countries, giving companies of all sizes and industries the tools they need to meet their growth goals.Starting Price: Payroll €30 per employee/month -
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Crove
Crove
Say goodbye to manual and error-prone template editing. Simply create your repetitive word documents as intelligent templates in Crove and automate your documentation workflow without writing any code. Error-free Contracts & Agreements with automation in no time. Generate employee documents by filling out form or integrating Crove. Create purchase and sales orders by filling out Crove form with ease. Share links with buyer and seller to generate property documents. Generate Invoices & receipts by integrating with your current system. Send out personalized marketing materials to prospects with ease. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system.Starting Price: $19 per month -
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VoPay
VoPay International Inc
At VoPay, we help software companies scale faster and unlock new revenue by embedding secure, compliant financial services into their core platforms. Our Fintech-as-a-Service platform enables businesses to manage payments, automate money movement, and integrate powerful fintech products, without the need to build complex infrastructure from scratch. VoPay’s platform provides the flexibility, control, and tools businesses need to grow and thrive. Whether you're managing high transaction volumes or looking to enter new markets, VoPay provides scalable infrastructure to support your growth and deliver value to your users. Additionally, our platform integrates seamlessly with your SaaS solution through a single API, making it easy to offer embedded payments, compliance, and financial orchestration. This is particularly beneficial for SaaS platforms, as it allows you to expand without worrying about the complexities of financial infrastructure.Starting Price: $10.000 Annual -
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Remofirst
Remofirst
Remofirst is an international payroll service provider on a mission to free employers from geographical boundaries so they can access global talent with ease in 150+ countries. Their global payroll platform simplifies the international payroll process, paying your distributed employees in their own local currency, while giving you the option to summarize and aggregate your invoices into one payment, rather than making multiple individual payments. Remofirst’s software can also automatically calculate your team’s hours, time off, holidays, bonuses, and commissions so you don’t have to worry about it. Instead, you only need to review their monthly invoice and approve it for payment. They also provide global benefits management (including insurance and equity plans, plus time-off management), and employer of record (EOR) services, including employee support for obtaining visas and other immigration documentation. Their global payroll services cost from $199/employee/month.Starting Price: $199 per employee per month -
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ChargeOn
Cyntexa
ChargeOn is a 100% Salesforce-native application designed to simplify, automate, and optimize how businesses handle payments — all within Salesforce. It bridges the gap between your Salesforce CRM and 14+ leading payment gateways, giving your team a unified platform to streamline your overall payment management. Why Businesses Need ChargeOn Businesses often faced challenges in receiving Salesforce payments due to manual processes. these processes slowed revenue recognition, resulted in duplication of records and imped customer experiences. ChargeOn eliminates these challenges by providing a seamless payment ecosystem inside Salesforce — ensuring faster collections, improved cash flow, and improved visibility in customer's payment journey. No more switching between systems or chasing failed payments — everything happens in one place, securely and automatically.Starting Price: $3500 -
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Instant Accept
Instant Accept
Save time and money with Instant Accept’s powerful payment processing tool that simplifies merchants data entry and credit card processing, all while keeping merchants QuickBooks data up to date. Accept any form of payment and process transactions quickly and easily – without launching your accounting software. Instant Accept works with most U.S. and international processors. Process card-not-present and mobile payments too. Don’t let the simple interface fool you. Instant Accept updates your books in real-time and seamlessly integrates everything, including invoicing and reporting. Expand your product offering while helping your customers solve one of their biggest headaches: flawlessly and dynamically integrating POS and online payments with multiple accounting programs.Starting Price: $39.95 per month -
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Cybrid
Cybrid Technology Inc.
Cybrid offers innovative embedded payment solutions, streamlining financial integrations via robust APIs and SDKs. Our payment orchestration platform simplifies complex processes like seamless KYC, fund transfers and settlement. We facilitate bank connections through Plaid, offer versatile money transmission methods, and provide Virtual FBO Accounts in USD and CAD, connected to an ACH, Wire, and RTP money transfers. Unique to Cybrid is our integration with crypto onramps and offramps through our Smart Order Router, which includes direct integration to Bitcoin (including Lightning Network) and Circle's USDC. Multi-chain USDC support including Ethereum, Polygon, Solana and Stellar positions us at the forefront of digital currency innovation. Ideal for businesses seeking to embed payment services into their applications, Cybrid is the go-to for efficient, secure, and versatile financial integrations.Starting Price: 1000 -
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Affinda Invoice Extractor
Affinda
Affinda provides AI-powered document automation solutions that combine the adaptability of human understanding with the precision of computer accuracy to streamline document processing tasks. Affinda’s Invoice Extractor lets you easily extract data from even the most complex invoices. Quickly and successfully process batch of invoices in PDFs, DOC, PNG, and JPG. Affinda Invoice Extractor recognises 50+ fields including line-item detail to allow accounts payable departments to streamline their processes. Companies switch to Affinda because of our ability to extract data from even the most difficult invoices, thereby freeing up staff to focus on higher-value activities. The Affinda Invoice Extractor is powered by our AI Engine, VEGA. It uses innovations in NLP (Natural Language Processing), Transfer Learning and Computer Vision so it can understand documents like a human. VEGA constantly self-learns and continues to improve over time.Starting Price: $300 -
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Modo Payments
ModoPayments
ModoPayments is transforming payments for Fortune 500 companies using orchestration and AI. Our platform, ModoPOP serves as strategic payments infrastructure delivering AI-driven routing and provider flexibility without disrupting existing systems. With deep payments expertise and intelligent orchestration, we help leading enterprises reduce payments risk, lower fees, and dramatically boost success rates. ModoPOP integrates seamlessly into your current flows without introducing new integrations or ripping and replacing your current stack, allowing finance, treasury, and customer teams to keep doing what works while gaining visibility and control over every transaction. With ModoPOP, you retain existing payment processing relationships while extending your current setup to support more payment options and dynamic routing, avoiding brittle logic and unnecessary handoffs. Our platform alleviates operational friction by turning payments into a source of strategic advantage.Starting Price: $0 -
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iOSoft e-Sacco
iOSoft Solutions
iOSoft e-Sacco is one of the best Sacco management system adopted by many welfare groups, farmer groups, employees Saccos across East Africa. Our Sacco management information system puts you and your Sacco right in the digitalization journey. By using our Sacco management system, you’re certainly in the right path to improve efficiency, reduce costs and launch new products & services for your members with so much ease, digitally. Our robust cloud banking platform is used by many micro-financial organizations all around the East African region. iOSoft e-Sacco comes with loads of exciting features that make it one of the best Sacco management software in Kenya and East Africa. Use it to manage all activities within a micro finance institution or Sacco Organization or any members contribution group. It will provide your Sacco, your digital lending business or your microfinance institution with all the right digital tools you need to run a profitable and digitally aware enterprise.Starting Price: $541.80 USD -
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denxpert
denxpert EHS&S
denxpert is a cloud-based EHS&S legal compliance software designed to simplify global regulatory management and ensure businesses stay audit-ready. With 20 years of expertise and a global network of legal experts, denxpert provides real-time legal updates, tailored compliance profiles, and automated tracking across multiple jurisdictions. Our international bootcamps, expert-led webinars, and always-available support team offer hands-on guidance to help companies navigate complex compliance requirements with confidence. Through strategic global partnerships, we deliver a curated compliance experience, ensuring businesses receive the latest regulatory insights and industry best practices. Beyond software, we provide comprehensive sustainability resources, including case studies, e-books, and practical guides to support every step of your compliance and sustainability journey.Starting Price: €7,500 annually -
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InboxCRM by AppEQ
AppEQ.ai
InboxCRM by AppEQ is a Gmail‐native Customer Success platform designed to keep CS teams organized and proactive—right from their inbox. Rather than toggling between multiple tools, you can import accounts directly from your Gmail and Calendar, automatically log all email and meeting touchpoints, and gain a unified view of account health, usage metrics, and renewal risk. Real‐time dashboards surface at‐risk customers, engagement trends, and expansion opportunities without context‐switching. Integrate seamlessly with CRMs like Salesforce, HubSpot, and Zoho, as well as analytics, helpdesk, and collaboration tools. Smart filters and role‐based access ensure each team member sees only the data they need. With automated alerts, personalized email templates, and one‐click QBR deck generation, InboxCRM helps you drive retention, unlock upsell potential, and elevate customer experiences—without leaving Gmail.Starting Price: $15/user/month -
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Client Dispute Manager
Client Dispute Manager Software
Client Dispute Manager Software is a Credit Repair Business Software that allows you to take your credit repair business from zero to the next level. It is a complete business-in-a-box that delivers the core training you need to start, run, and grow your credit repair business. Mark Clayborne, founder of CDM Software, is a Credit Repair and Credit Restoration expert, entrepreneur, speaker, and author. Together with his team, they are committed to improving the business processes and service excellence standards of credit restoration and credit improvement businesses. Be your own boss. Set your own schedule and travel when you want. Start a credit business today. Click here to get everything you need for FREE.Starting Price: Free Trail -
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FirmTamer
FirmTamer
FirmTamer is an affordable, easy-to-use CPA practice management software with the tools to tame your firm, so that it will not consume your life. It includes features for managing tasks, tracking time, creating and sending invoices, accepting online payments, and gaining insight into your firm's productivity and profitability. Manage tasks using the kanban board, which allows you to visualize and reprioritize your workflow by status. When you have made progress in a task, drag and drop it into the next status column. Track billable, non billable, and admin time using the kanban board, the client screen, or the timesheet screen as you update your tasks. Create invoices easily by adding time entries, and then email them directly to clients from within the application. Clients can pay online through FirmTamer's payment portal with an affordable merchant services account. View detailed reports to analyze your firm's productivity and profitability to make informed decisions.Starting Price: $29 per month
