Best Finance Software - Page 69
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Seller Ledger
Seller Ledger
Seller Ledger is a cloud-based bookkeeping and financial management platform built specifically for online sellers to simplify eCommerce accounting and tax preparation. It securely connects to major sales channels such as Amazon, eBay, Etsy, Shopify, Walmart, Poshmark, Mercari, Whatnot, and more, as well as banks, PayPal, and credit cards, to automatically import transactions, categorize sales data, and reconcile income and expenses. It organizes sales, fees, shipping income, and expenses into proper categories to help users understand profits at both order and item levels and supports inventory tracking and cost of goods sold calculations. Seller Ledger generates Schedule C tax reports and other financial reports to prepare for tax time without spreadsheets, reducing manual entry and errors. It offers automated reseller accounting, customizable dashboards, and the ability to export data in CSV format for backup or external analysis.Starting Price: $10 per month -
2
Orbit
Orbit
Orbit is an AI-powered financial intelligence software built to transform unstructured and structured financial data into actionable insights with accuracy, transparency, and scalability. It combines an advanced AI Studio with a comprehensive knowledge base of tens of millions of documents covering thousands of companies globally to automate workflows and streamline complex research tasks. It integrates powerful AI models and pre-built analytical tools to enhance competitor intelligence, due diligence, risk and compliance monitoring, earnings analysis, investment research, and ESG evaluation, allowing deep analysis at enterprise scale. Orbit’s modular architecture includes components such as Orbit Insight for decision intelligence, AI-ready knowledge bases for vast financial content, and tools to standardize and process diverse data sources quickly. Users can conduct semantic search and chat, automate data extraction, build custom knowledge bases, and deploy analytical agents.Starting Price: $101.38 per month -
3
Brightwave
Brightwave
Brightwave is an AI-powered research and investment intelligence tool that uses autonomous agents to conduct in-depth research, screen thousands of documents, and create share-ready deliverables with detailed source attribution and synthesized insights, turning massive data rooms into actionable outputs in minutes rather than hours. It reads and synthesizes every page of dense materials such as PDFs, Word files, Excel spreadsheets, SEC filings, earnings calls, and other sources to surface hidden risks, opportunities, and key factors with high accuracy and sentence-level sourcing. Brightwave produces structured reports, charts, tables, grids, slides, and other custom outputs that go beyond simple chat responses, enabling users to clone prior templates, generate investment memos, and extract structured data at scale. It supports private and public market workflows, helps identify critical details that manual review might miss, and allows customization of data sources.Starting Price: $200 per month -
4
Credas
Credas
Credas is a digital identity verification and compliance platform that helps businesses verify customer identity, perform anti-money-laundering, Know Your Customer, and due diligence checks, and streamline onboarding with secure, real-time technology. It uses biometric facial recognition, liveness detection, and digital document verification to confirm a person’s identity against government-issued IDs and integrated data sources, replacing manual, time-intensive checks with automated workflows that deliver results instantly through a web portal, mobile app, or API integration. Credas also supports PEP/sanctions screening, proof of address and source of funds analysis, automated data capture forms, advanced eSignatures, and configurable onboarding journeys that can be fully branded and tailored to sector-specific compliance needs such as finance, legal, property, recruitment, and corporate services.Starting Price: Free -
5
Monex
Monex
Monex USA is a global payments and foreign exchange platform that helps businesses send, receive, and manage money in more than 130 currencies while improving speed, cost, transparency, and risk control compared with traditional banking channels. It offers secure international payment services, including spot transactions, forward contracts, market orders, and multi-currency accounts, backed by around-the-clock access and a dedicated FX expert for each client. It supports sophisticated risk management tools such as FX options to hedge against volatility in currency markets, giving companies ways to protect profits and forecast exposure. Monex USA also provides API access and a mobile app so users can get live quotes, execute transactions, and track payments from anywhere, with real-time pricing and transaction tracking.Starting Price: Free -
6
Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
7
Nav
Nav
Nav is a business credit and financial health platform that helps small businesses track, monitor, and build their business and personal credit profiles across the major bureaus (Experian, Equifax, and Dun & Bradstreet) in one centralized dashboard so owners can see where they stand and understand what lenders and partners see when evaluating creditworthiness. It provides real-time credit monitoring, alerts, detailed credit reports, score tracking, and cash flow health tools to help users spot changes, correct errors, and make informed decisions about credit and financing. Nav also matches businesses to financing opportunities by analyzing their credit and financial data to recommend loans, credit cards, lines of credit, and other funding options that fit the business profile, helping streamline what can otherwise be a confusing research process. With optional memberships like Nav Prime, users can build business credit faster through tradelines.Starting Price: $39.99 per month -
8
Sola Payments
Sola Payments
Sola Payments is a complete omnichannel payment processing platform that unifies online, in-person, and mobile transaction acceptance with tools for billing, invoicing, recurring and usage-based billing, and flexible pricing logic, enabling businesses to offer seamless checkout experiences across channels while managing all payment activity from a centralized merchant portal. It supports a wide range of payment methods, including credit and debit cards, ACH, digital wallets like Apple Pay and Google Pay, EBT/EBT SNAP, gift cards, multi-currency transactions, and contactless payments, so merchants and platforms can meet customer preferences and expand revenue opportunities. Sola’s integrated suite includes features like smart retry for failed transactions, automated reporting and revenue recognition, and promotional pricing, helping reduce revenue loss and streamline financial operations.Starting Price: Free -
9
OptiVault
OptiVault
OptiVault is an AI-powered personal financial advisor app for iOS that helps users automate financial planning, optimize spending, and grow their net worth by securely syncing bank accounts, credit cards, and crypto wallets via Plaid with bank-grade 256-bit encryption and read-only access; once connected, the AI performs an instant comprehensive financial health analysis, detects wasted subscriptions and abnormal spending patterns, categorizes transactions automatically, and adjusts daily budgets without manual entry, while providing smart budgeting, net worth tracking with projection charts, automated savings transfers, and retirement planning tools. The AI scans for “vampire costs,” highlights saving opportunities, and creates a personalized roadmap toward financial goals such as emergency funds or a house, complemented by expert AI support with instant responses to questions about crypto, taxes, or budgeting.Starting Price: Free -
10
Invoce.ai
Invoce.ai
Invoce.ai is an AI-powered invoicing platform that lets freelancers and small businesses generate, customize, and manage professional invoices and quotes in seconds by simply describing the work in plain English or using a built-in manual editor, significantly reducing the time and friction traditionally associated with billing. The AI analyzes your description, extracts the relevant service details, rates, and terms, and formats a polished invoice automatically, while a centralized dashboard keeps clients, services, quotes, invoices, and payments organized in one place and provides visibility into total revenue, pending invoices, and monthly performance. Users can add their own payment links (such as Stripe, PayPal, or Wise) directly to invoices so clients can pay instantly, and Invoce.ai supports multi-currency billing, custom branding with logos and color themes, and export of all data to CSV for accounting or bookkeeping, making it easy to integrate into existing workflows.Starting Price: $49 per month -
11
Hyperline
Hyperline
Hyperline is a unified revenue management platform built to simplify the entire quote-to-cash cycle for modern businesses by bringing CPQ (configure-price-quote), automated billing, subscription and usage-based pricing, invoicing, payment collection, and real-time reporting into one system that scales with complex pricing models and diverse customer needs. It lets sales teams generate accurate, branded quotes, approvals, and contracts quickly, directly integrated with your CRM, while finance teams automate invoicing, reconcile revenue, and gain visibility into key metrics like ARR and cash flow without manual work or spreadsheets. The flexible pricing engine supports flat fees, seat-based charges, usage-based billing, hybrid models, custom terms, and subscription phases so teams can tailor offerings to customers without engineering help, and it connects with major payment providers, CRMs, ERPs, and analytics tools to keep all revenue data synchronized.Starting Price: $199 per month -
12
eddy.app
eddy.app
Eddy is an all-in-one, cloud-based HR and payroll software platform that centralizes core workforce management functions into a single, intuitive system so HR teams and business owners can automate repetitive tasks and focus on people rather than paperwork. It combines comprehensive features for applicant tracking and recruitment, including job postings to multiple boards, candidate pipeline tracking, and customizable offer letters, with streamlined onboarding that uses templated tasks and e-signatures to get new hires set up quickly and compliantly. Once employees are part of the organization, Eddy provides secure, searchable storage for employee records and documents, easy management of personal and job-related information, and tools for tracking certifications, training, performance notes, and compliance requirements.Starting Price: €429 per year -
13
Tholos
Tholos
Tholos is a multi-party computation-based digital asset custody and treasury management platform that lets teams securely hold, operate, and transact with their cryptocurrency and tokens across Bitcoin, Ethereum, Solana, and 30+ other chains from a single unified dashboard without trusting centralized custodians or sharing seed phrases. It splits key shares among team members so no single person or device holds the entire key, eliminating single points of failure while enabling secure multi-signature workflows and approving transactions through mobile biometric confirmation, so team governance remains strong and decentralized. It includes a policy engine for spending limits and conditional approvals, WalletConnect integration for safe DeFi and dApp interactions, and tools for same-day fiat on/off ramps, in-dashboard swaps, OTC desk access, and developer APIs for programmatic vault management and automated workflows.Starting Price: $300 per month -
14
Indraaj
Indraaj Pvt LTD
Indraaj is a comprehensive cloud-based accounting and ERP software built to meet the financial and operational needs of businesses across the UAE. It enables organizations to manage invoicing, expenses, accounts payable and receivable, bank reconciliation, VAT and corporate tax compliance, payroll, inventory, and asset management from a single secure platform. Indraaj also supports budgeting, project costing, multi-currency transactions, and real-time financial reporting, including balance sheets, profit and loss statements, and consolidated reports. With role-based user access, automated workflows, audit trails, and anytime online access, the software helps startups, SMEs, and growing enterprises reduce manual effort, maintain compliance, and gain clear financial visibility to make confident, data-driven business decisions.Starting Price: $25/month -
15
Jelou
Jelou
Jelou is a conversational AI platform that lets companies build, launch, and manage intelligent AI agents that go beyond simple chat responses to execute real business workflows and transactions inside the conversation. Its agents can verify customer identities using in-chat KYC with biometric and document validation, process secure payments without redirecting users, collect legally binding signatures, and enable conversational search and e-commerce experiences, all from popular messaging channels. It includes Brain Studio, a no-code/low-code environment for creating, testing, and deploying agents with integration to databases, existing business systems, and APIs, supports real-time logs for debugging, and allows human-in-the-loop handoff when needed. Jelou emphasizes privacy and compliance with certified data protection standards, prohibits third-party AI training on customer data, and encrypts transactional information.Starting Price: Free -
16
Elibrium
Elibrium
Elibrium is a cloud-based financial spend management platform focused on virtual corporate cards and real-time control of business expenses, enabling companies to issue unlimited virtual Visa cards for campaigns, teams, or purposes with customizable spending limits by user, category, amount, or timeframe, and gain real-time visibility and reporting on all transactions. It lets users create multiple internal accounts, transfer funds instantly between them, and link cards to accounts so every dollar spent is tracked and isolated, helping prevent overspend and maintain budget discipline. Its API lets businesses integrate card operations and payment data into existing systems, automate approvals and reconciliation, and build custom workflows or dashboards for finance and BI teams. Elibrium also supports team organization with departments and permissions, granular controls to enforce corporate policies, and transaction metadata that improves reconciliation accuracy.Starting Price: $500 per month -
17
Alinea
Alinea
Alinea Invest is a mobile-first digital investing and wealth management platform that simplifies investing for beginners and younger users by combining expert-built portfolios, automated investing, personalized recommendations, and an AI copilot called Allie to guide decisions and provide real-time market insights. Users start by selecting financial goals, risk tolerance, and an investment amount, and the app handles diversified portfolio management and automated contributions while offering visual trackers and thematic “investment playlists” tailored to interests and goals. The AI assistant Allie can answer questions about stocks, market trends, and portfolio performance around the clock, breaking down complex concepts into understandable insights, and it emphasizes education, accessibility, and simplicity so people new to markets can learn as they invest.Starting Price: Free -
18
ARPflow
ARPflow
ARPflow is an AI-powered B2B SaaS platform designed to automate end-to-end deductions management, dispute resolution, and financial reconciliation tasks that traditionally require manual effort, enabling finance teams to ingest data from emails, vendor/retailer portals, and other sources, parse and classify documents and fields, reconcile accounts receivable and payable ledgers, surface exceptions, and manage disputes with audit trails and dashboards; its tools include a deductions scanner that cleans checks and memos into usable data, remittance-to-ERP mapping that produces ERP-ready CSVs, deduction classification with clean dashboards by type and retailer, and a promo and billback planner for finance, sales, and brokers, all with integration support for ERPs and collaboration tools to streamline workflows, accelerate cash application and month-end close, and reduce repetitive work through automated workflows and AI agents trained to replicate human decision-making at scale.Starting Price: $149 per month -
19
Metro2
Switch Labs
Metro2 is cloud-based credit reporting software that helps lenders, credit unions, and fintechs generate compliant Metro 2 files for credit bureau submission. Upload billing data, map fields to Metro 2 format, validate for errors, and export files ready for Equifax, Experian, and TransUnion. Features include automated field mapping, real-time compliance validation, audit trails, customizable templates, and a modern dashboard for managing accounts. Metro2 eliminates the complexity of credit reporting compliance so financial institutions can focus on their core business. Plans start at $19/month.Starting Price: $19/month -
20
Paybrain
Paybrain
PayBrain is an all-in-one payment processing and business operations platform that helps small businesses, freelancers, and creators accept payments, manage customers, and deliver digital products and services with minimal setup. It offers payment acceptance, including QR code generation and scanning, mobile point-of-sale checkout, invoicing, recurring billing, and subscription management through integrations with major processors like Stripe, so businesses can charge customers in person, online, or via shared links. PayBrain also includes built-in CRM features to track customer history and interactions, professional invoice creation with branded templates and automated reminders, and secure delivery of paid digital content or files that unlock immediately after payment, streamlining both sales and fulfillment workflows. Users can generate contactless payment QR codes, process refunds, and handle autopay subscriptions while managing customer and transaction data.Starting Price: Free -
21
BillyBox
Hormesis Labs
BillyBox is an invoice management tool that connects to your email (Gmail, Zoho, or any IMAP provider) and automatically collects invoice PDFs from your inbox. It extracts key data from each invoice — vendor name, amount, currency, and date — and lets you classify them as business, personal, or ignored using a fast swipe-based mobile interface or keyboard shortcuts on desktop. Once classified, export everything as an organized ZIP file ready to send to your accountant. Supports multiple email accounts, monthly ingestion, duplicate detection, and works with 50+ known invoice domains and 25+ vendor formats. Free tier available, paid plans from €9.99/month.Starting Price: $9.99/month -
22
Invoxo
Sektor Technologies OÜ
Invoxo is a professional invoicing platform for EU-based service businesses that invoice across borders. While generic invoicing tools leave VAT to the user, Invoxo automatically determines the correct tax treatment for every invoice — domestic, reverse charge, or OSS — with integrated VIES VAT number validation. Built for consultants, freelancers, agencies, and digital service providers operating across EU member states. Features include: automatic reverse charge detection for B2B cross-border transactions, destination country VAT for OSS digital services, multi-currency invoicing, products and services catalog, recurring invoicing, automated payment reminders, credit notes, immutable audit-ready tax records, and PDF export. EN 16931 compliant structured e-invoices available on the Business plan. 14-day free trial with full access on all plans.Starting Price: €19/month -
23
Jupid
Jupid
Jupid is an AI-native accounting and business operations platform designed to automate the full financial lifecycle for small businesses, from company formation through bookkeeping and tax compliance. It uses contextual AI that learns each business’s transaction patterns, vendor relationships, and financial behavior to deliver intelligent, continuously improving automation rather than simple rule-based categorization. It provides automatic transaction syncing and categorization, real-time financial insights, and proactive anomaly detection, helping businesses maintain accurate, tax-ready books with minimal manual work. Through a conversational interface available in channels like WhatsApp, iMessage, or embedded chat, users can interact with a 24/7 AI accountant to ask questions, upload receipts by photo, and receive instant guidance.Starting Price: $50 per month -
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JIM
JIM
JIM is an AI-powered payment and business management platform that allows sellers to accept contactless payments directly on their smartphones and access funds instantly. It transforms an iPhone into a payment terminal through Tap to Pay technology, enabling businesses to accept debit cards, credit cards, and digital wallets without additional hardware. It is designed to simplify transactions for both sellers and buyers while providing immediate access to earnings, eliminating the traditional wait of one to two business days for settlements. Users can also send Payment Links to customers, making it possible to complete transactions remotely through text, email, or other channels. Users can also send Payment Links to customers, making it possible to complete transactions remotely through text, email, or other channels.Starting Price: Free -
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FinForecast
FinForecast
FinForecast is financial forecasting software designed for CFOs, finance teams and accountants who need accurate, reliable financial projections. The platform helps businesses build fully linked Profit & Loss, Balance Sheet and Cash Flow forecasts without relying on complex spreadsheet models. Traditional Excel forecasting models often break as they grow, requiring manual adjustments to keep statements aligned. FinForecast replaces fragile spreadsheets with a structured forecasting engine that automatically updates financial statements when assumptions change. Users can quickly create forecasts by entering revenue, cost, headcount and funding assumptions, with the platform automatically generating integrated financial statements. Scenario planning allows finance teams to test different growth, funding and cost scenarios, while forecasts can be updated with actual results to maintain rolling forecasts. FinForecast is ideal for businesses planning growth and managing cash flow.Starting Price: $19.99/month -
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Waypoint Budget
Waypoint Budget Inc.
Waypoint Budget is a personal finance app that helps individuals and couples take control of their money. Connect your US or Canadian bank accounts through Plaid or Flinks for automatic transaction syncing. Set monthly budgets by category and track spending in real time with visual breakdowns. Get personalized savings advice from an AI Money Coach that analyzes your actual spending patterns. Track your net worth across all accounts including registered accounts (RRSP/TFSA and 401k/IRA). Share budgets with your partner through household budgeting. Set financial goals with projected timelines. Includes smart categorization, recurring transaction detection, monthly reports, calendar view, CSV import, and bank-level encryption. Free tier available.Starting Price: $7.99 -
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Feevio
Feevio
Feevio is an AI-powered invoicing platform that helps freelancers, contractors, and small businesses create invoices simply by speaking. Instead of spending time manually entering line items and formatting invoices, users can record a short description of the work they’ve completed. Feevio uses advanced AI to transcribe the recording, understand the job details, and automatically generate a professional invoice with the correct services, hours, and pricing. This voice-to-invoice workflow allows professionals to create and send invoices in seconds, reducing administrative work and helping businesses get paid faster. Feevio is built for people who want invoicing to be simple, fast, and effortless.Starting Price: $15/month -
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OpenVC
OpenVC
OpenVC is a startup fundraising platform that helps founders find the right investors and manage their entire raise in one place. Instead of juggling spreadsheets, scattered investor lists, and disconnected tools, OpenVC brings the core fundraising processes into a single, streamlined workflow. Features: Fundraising CRM A purpose-built fundraising pipeline designed for startups. Manage your entire raise in one place, track investor conversations, organize follow-ups, and keep your team aligned from first outreach to closing the round. Investor Database Search 15,000+ verified startup investors in a continuously updated database. Filter by stage, industry, geography, and more to quickly identify the right investors and start building your target list. Pitch Deck Tracking Upload your pitch deck, share it through unique links, and track investor engagement. See who opened your deck, how long they engaged, and manage everything directly inside your fundraising CRM.Starting Price: $99/month or $299/year -
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CheckPrintPro
CheckPrintPro
CheckPrintPro simplifies the check printing process, allowing you to create checks quickly and easily right from your computer or mobile device. There's no need for expensive bank checks, complicated software or special purpose printers. Our software is designed to work with industry-standard 8.5" × 11" paper. However for the most professional experience you can use the illustrated 8.5 X 11 check paper featuring one check at the top with the remaining space for printing a record or ledger. - Standard 8.5" × 11" size - One check with ledger space - Security background pattern - MICR line compatible Works with 8.5X11 check paper and your everyday home printer. Your data stays on your computer encrypted and secure. Great for personal or business checks. Meets all banking and security requirements. Upload your signature once and it appears on every check.Starting Price: $19.99 -
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Outmin
Outmin
Outmin is an AI-powered bookkeeping platform designed to fully automate financial management by acting as a “zero-touch” digital bookkeeper that processes transactions, reconciles accounts, and delivers real-time financial insights without manual effort. It connects directly to bank accounts, suppliers, and business systems to automatically retrieve financial data, process invoices, categorize transactions, and maintain continuously reconciled books as activity happens. Its AI engine handles core accounting tasks such as data entry, invoice processing, and reconciliation, while also detecting anomalies like missing invoices or unexpected payments and flagging them for review. Outmin generates up-to-date financial reports, including cash flow, profit and loss statements, balance sheets, and trial balances, allowing users to access accurate, audit-ready data at any time without waiting for month-end closes.Starting Price: €49 per month
