Best Finance Software - Page 93
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AdvisorStream
Broadridge Financial Solutions
Create conversations build trust with clients stay top of mind educate clients inspire clients entertain clients & grow your practice. AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations. The highest rated advisor marketing platform. Financial professionals love AdvisorStream. Make your job easier. Put your marketing on autopilot with powerful automation tools that do the heavy lifting - from content creation, distributing newsletters to posting on social media. Ensure regular contact with clients through weekly newsletters. Keep clients informed & engaged with personalized communications. Auto-post relevant multimedia content to your social media. Keep your website or blog fresh with timely news content. Complete control over the the level of automation. Measure the return on investment, discover new opportunities to increase share of wallet and enhance client experience. -
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KYC2020
KYC2020
KYC2020 has been making AML compliance easy, effective, and affordable for over 10 years. Serving 250+ customers worldwide including Fortune 500 firms, the platform is built on a proprietary global watchlist database covering 1,500+ sanctions, PEP, RCA, and criminal lists across 193+ countries and 25,000+ adverse media sources, structured using AI and NLP to reduce false positives at the source. Its flagship product DecisionIQ uses a proprietary Name Relevancy Scoring system that outperforms fuzzy matching, delivering up to 75% fewer false positives with a transparent Proof of Decision for every screening result. Built in case management, intelligent ongoing monitoring, identity verification, KYB screening, and real time transaction screening round out the unified platform. SOC 2 Type II, ISO 27001, GDPR ready. REGTECH100 and AIFINTECH100 recognized. Available via API, batch, web UI, hosted pages, and Salesforce. -
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Alma
Alma
Payment in installments guaranteed. Simple. Sell more by boosting your customer satisfaction. Install alma and watch sales increase. Your customer pays later, you get paid straight away. You don't worry about anything, the sums are guaranteed. Plug & play: you decide, you start. Sell better. And therefore more. Offer your customers to pay in 3 or 4 times very easily. In addition to making them happy, you will increase your sales, and keep them coming back. Let your client tell you yes (he's dying to). Treat yourself to your crush with Alma is fluid and instantaneous. So fluid that there is no longer any reason to hesitate, to go back or go and do something else. Ease embodied. All you have to do is choose Alma when you pay. Nothing more. Beautiful shops deserve a nice payment. A new way to buy that suits you. We are the solution for changing brands. Of those who choose to defy the ordinary. To get down to choosing amazing suppliers, promoting know-how. -
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CashFlowXpert
Cogent Software
CashFlowXpert. Accounts receivable management for quickbooks online users. CashFlowXpert – an affordable and easy to use application to help you get paid more quickly and improve your cashflow. Get Paid Faster. Sending payment reminders to your customers is a proven way to get customers to pay more quickly. CashFlowXpert automates this time-consuming process. Get paid more quickly and save time. Make better credit decisions. Seeing each customer’s payment history, the trend in the timeliness of their payments and how long it takes them to pay will help you spot trouble signs and help you decide when to take action. Better cash flow planning. Knowing when you can expect to receive collections will help you plan your cashflow. CashFlowXpert shows you expected collections based on due date and predicts when your customers will pay based on their payment history. The Dashboard gives you a quick snapshot of your accounts receivable.Starting Price: $25 per user, per month -
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PriceWise
C&F
PriceWise - a smarter way to manage your prices. PriceWise is the perfect tool to help your business reach its loyalty goals. This practical solution helps you manage pricing and rebate programs, from client recruitment all the way to contract management, tracking, and customer payouts. It provides: - better performance, - higher partner loyalty, - reduced revenue leakage … … but not only! Automation of processes can also be achieved if your volume increases, which permits faster adaptation and better competitiveness. What is more, it makes it easier for your sales representatives to complete back-office tasks with fewer mistakes in less time! Leverage the power of PriceWise for data-driven negotiation. Schedule a PriceWise demo with C&F experts!Starting Price: $50,000 -
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budget4cast
4cast
Cloud-based, feature-rich application for tracking construction project budgets. budget4cast is an inexpensive budget management app for Owners and Project Managers who need a simple solution to managing project budgets. Our users, including developers, owners' reps, and others in construction, report a 60-70% reduction in time/effort in managing their project budgets, compared to wrangling complex spreadsheets.Starting Price: $49 per month -
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Cenmax Fluid
Cenmax
Get More Work Done, Easily! State-of-the-art tools that help you efficiently manage your leads, provide better support to your clients and manage your projects in a much better and efficient way. No more you need to pay for multiple software to get your work done. Cenmax Fluid can take charge of all! Solutions that every business want! No matter whether you’re starting up or have an established presence in your industry. We have solutions for all your needs, in a single package. Lead Management. Add leads, reminders, and keep following up your prospect. Get rid of manual-messy management & automate it instead. Invoicing System. Send eye-catchy invoices to your clients and let them pay for it online using PayPal, PayU or any aggregator of your choice. Expense Manager. Expenses happen everywhere. Keep a log of your enterprise’s expenses and let your staffs get reimbursed whenever needed. Customer Support Streamline your online support operations and keep everything on trackStarting Price: $84 per month -
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Future Logics IMS
Future Logics
Welcome To Future Logics Web Applications, Mobile apps & Custom software development. Business Concept. People in the United Kingdom, call it Hire Purchase i.e., an arrangement to purchase goods or services, where the buyer makes some down payment and agrees to pay off the balance, of the remaining agreed amount in periodic partial installments. While, in the United States of America, it’s more commonly know as an Installment Plan or lease plan/lease management. IMS facilitates to manage cash/Installment sales, down payments, stock, recovery and outstanding details. IMS is specially designed for you if you are selling anything on monthly installment. What is IMS Customer Accounts? It provides the facility to maintain the customer accounts. Purchase & Payable. Manage all cash and credit sales along with receivable details. Sales & Receivables. Manage all cash and credit sales along with receivable details. Inventory. Manage stock in out & provide powerful reporting to enhanceStarting Price: $50 per month -
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SRS Telecom Smart Billing
Shriramsoft
SRS Telecom Smart Billing Software. Features: Dashboards, Invoices, Estimates, Credit Notes, Payments, Disputes, Account Statements, Items and Subscriptions, Taxes, Billing, Classes Analysis and Reports. BI Web Application SRS provides BI web application for your business to help in predictive approach taking more accurate business decision based on valuable data mined from raw data with modern best practices and performance optimization techniques. Data science. We provide prediction and decision making by next generation database solution by providing important valuable information from your daily use of raw data for your business problems. Server Management. Managing your IT infrastructure like servers, DBs, Migrations etc online so you can concentration on your core products and services quality for your business Integrations. SRS provides wide range of integration for different sectors like telecom, finance, B2B, chemical etc. which includes gatewaysStarting Price: $100 per month -
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Xelix
Xelix
Xelix offers an Accounts Payable Control Centre – a machine-learning powered solution that transforms AP processes. The control centre has three core modules: Protect - Proactively identifies invoice threats & errors prior to the pay run Statement Reconciliation – Automates the statement reconciliation process across all suppliers Insight - Drives smarter decisions with advanced AP analytics Xelix platform is web/cloud-based, flexible and extremely customisable. We pride ourselves on providing 10/10 customer support and love to co-develop functionality with clients. The platform acts as an intelligence layer sitting alongside our customers' ERP system(s) and uses machine learning and automation to transform manual and inefficient transactional finance processes. -
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UltraTax CS
Thomson Reuters
Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.Starting Price: $2500 per year -
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CubeWeaver
LPNR
Scales better than a spreadsheet. Multidimensional data model: Thousands of worksheets can be managed efficiently. Transform, aggregate or copy millions of cells with just several clicks. The data is always ready for BI and dashboards. Reliable formulas: No broken references or endless copy/pasting. Express complex logic with just formulas by using the relations inside the data model instead of error prone VLOOKUPs. Multi-user access: Hundreds of users can work with the model simultaneously. Security by design: You decide which parts of every worksheet are shared with others. Special permissions can be granted to add or remove rows. Only model designers can see or change the formulas. Easier to use than a multidimensional database. Easy to use, easy to learn: People familiar with spreadsheets can master the system in a matter of one or two days. You can use the same standard functions. Many spreadsheet models can be translated one to one to CubeWeaver.Starting Price: $30 per month -
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Payer
Payer Financial Services
Pioneering online B2B payments. Enterprise payments. No matter how big or small the purchase is, Payer can do it. Endless opportunities with Payer. Digitise your business, globally. Whether you have local, regional or global ambitions, Payer is the online B2B payments partner you need because we can easily future-proof how you manage payments online. We are designed for the new era of B2B e-commerce. Automated online B2B payments experiences. Our system is designed to seamlessly integrate with your customers’ journeys. Payer does this by giving you complete UI freedom. Automated online B2B payments result in workflows with little manual work, for you or your customers. Seamless integration with your ecosystem. We are specialized in online B2B payments and know first hand the complexity that comes with having multiple system suppliers in your ecosystem. Payer can easily be integrated into your ERP and bookkeeping systems so you can reduce administrative costsStarting Price: $800 per year -
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Uku
Uku
Uku is a digital smart assistant who improves credibility, growth and employees’ happiness in your accounting practice. The platform allows for a number of things in a simple, intuitive Nordic design philosophy of which one can - Manage deadlines, time tasks, strong reporting tools, share tasks and allows for open viewing so that all team members tasks are visible, CRM, Correct billable hours...all in a clean view with a fast learning curve to adoption.Starting Price: $19 per user per month -
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Macompta.fr
Macompta.fr
With macompta.fr, it's me who manages! Invoicing quotes, accounting, tax return, payroll all your management in one place. Intuitive, without accounting jargon, powerful, you will like macompta.fr software. A complete suite of tools for your management. Billing quote. Quotes, delivery notes, customizable invoices, sending by email, collection by credit card, automatic integration into accounting. Accounting. Input without accounting knowledge, banking imports, automatic charges, balance sheet. Tax return. Generation of your package and sending to taxes (BIC, IS, BNC, BA, Land income ...). EDI partner approved by the tax authorities. Fixed assets. Management of investments and subsidies, calculations and write-offs of depreciation. Pay. Intuitive creation of your employees, management of absences and calculation of your slips, payrolls and DSN payroll with ease. The guarantees of macompta.fr Confidentiality GDPR -
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FiscoClic
3SIT
Electronic billing online 365 days. We do not charge for licenses, updates or users. The use of the system is FREE. FiscoClic is a very powerful system. Hire in 5 minutes. Secure payment. Contract online and pay by card, transfer or bank deposit. No facilities. FiscoClic works in the cloud so you can use it on any device. Discover new features. Unlimited Multi RFC stamping, massive payroll stamping from EXCEL, mass loading of concepts from EXCEL, Copy + Paste CFDI, Export results to Excel, App for Android and iOS for express billing. Take control of your business. FiscoClic allows you to keep track of your invoices issued and received from anywhere in the world 365 days a year since you only require an internet connection and any device. The ELECTRONIC BILLING system more safe. A solution of the future for the company of the future. Sell and invoice automatically. Make your sales cycle from our point of sale (included in unlimited packages) -
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DigiBoox
DigiBoox
Online accounting for freelancers super simple, super cheap. Especially for freelancers. Super user-friendly. Only € 10 per month. Without limitations. Excellent (telephone) support. The only program with income tax return. Billing. Invoicing by e-mail. Invoice layout editor. Quotations. Access to payment status. No hassle. VAT declaration. Time registration. Projects. Journey registration. Administration. Purchase invoices. Depreciation. Details of your bank. Automatic bookings. Insight & Convenience. Mobile. Dashboard. Clear overviews. Income tax link. Super affordable. One fixed price per month. Unlimited number of mutations. Save on an accountant. Income tax return. Super easy. Made for freelancers. Easy in use. Clear language. Excellent support. Super safe. TLS connections. Daily backups. Secure data centers. Tax authorities recognized. Online accounting program. DigiBoox is an online accounting program, specially made for freelancersStarting Price: €10 per month -
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inflooens
inflooens
inflooens was founded in 2017 by a team of experienced professionals. Our founder saw an opportunity to innovate and improve the mortgage origination process based on his own experience working with a loan officer as a customer. Lack of transparency, tedious and lengthy process along with broken customer experience further solidified a need for a solution that fulfilled the expectations of stakeholders and their aspirations. Hence, for the past three years we have been building a next-generation, cloud-based, integrated mortgage platform with an aim to transform the entire customer experience in the mortgage market; and this is just the beginning. The world’s smartest inflooens Mortgage CRM is the first step towards a larger goal of delivering end-2-end solutions spanning across front office, middle office and back office functions of the mortgage industry. -
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GolfClubSubs
GolfClubSubs
Smart Direct Debit and payment services for your Golf Club. Retain more members, streamline memberships, monthly installments, paperless Direct Debit, payment reports and more with our simple, intuitive system. We've automated the admin, saving your team time. No more chasing late payers! Collect monthly payments easily using Smart Direct Debit. Flexible, fast reporting: See at a glance charts of how much is owing and who has paid. Paperless: Members sign up from their own mobile or home PC. No fee for failures: We don't chase members or the club for failed payments. SMS & Email: Sends automatic reminders to late payers by SMS & Email (no app download required). No more bank reconciliations: The system will automatically check if the payment has been received by the club. Powerful, quick and connected: Integrates with HandicapMaster and BRS Tee Sheet booking. Cash, Card & Direct Debit: Handles all payment types. Easy category reporting: At a glance charts and graphs -
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YFOBS
Silverwebbuzz
YFobs- Your own dynamic digital invoicing platform is now available on PlayStore. Manage your invoices anytime & anywhere. Create customized secure invoices. A single simple dashboard for all your documents. Manage GST Bills and Expenses. Easy, Powerful & Fr GST Billing/Invoicing Platform Designed For Everyone. YFOBS is invoicing, billing and tracking software designed to simplify all your financial activities. Its intuitive design and simple navigation are crafted to make it easy to use and save time. It is simple to use but with capabilities that encompass every accounting needs for the company no matter what size it is. Invoicing Solution For All Enterprise Verticals. The online invoicing system caters to a complete range of enterprise business verticals. Digital Agencies. For enhanced client confinement and to maintain a healthy cash-flow, use YFobs digital invoices. Create your digitized bills today. Restaurants and Hotels. -
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Serviceware Financial
Serviceware
Ever wondered how you can optimally manage your company's service finances? Serviceware. That's how. Excellent Enterprise Service Management Serviceware stands for a unique portfolio of solutions for digitizing and automating service processes, no matter what challenges you face in IT, HR, or Customer Shared Services. Serviceware serves more than 900 customers. Eight out of the thirty companies listed on the German DAX-30 stock index are already valued customers. Serviceware is crucial for corporate performance planning and financial management of IT and shared services. Scheduling app launch. Pain free appointments for your patients and customers with the Serviceware Resources scheduler! Serviceware and KPMG extend cooperation. Find out about our joint service offering for companies in the field of transfer pricing! BARC Planning Survey 20. Serviceware Performance receives 37 top-ranks as an effective planning and analytics vendor in DACH!Starting Price: $1000 per month -
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F2B Loans
Mainsys Engineering
F2B Loans A comprehensive solution for all financing activities. F2B Loans is a web-based software solution managing the entire Front to Back loan acquisition and management process. It is a complete loan servicing platform that enables banks and financial institutions to offer the full set of loan functionalities in one single integrated and scalable solution. All types of private and professional loans are covered: Consumer loans, Installment loans, Mortgage loans, Investment credits, Commercial loans, Term advances, Revolving credits, Leasing. The entire loan lifecycle is covered. Each loan request has a global lifecycle than can be summarized as follows: Simulation, Encoding request, Scoring, Analysis & Decision, Document generation & signature, Back-office management. Each of these stages can be divided into sub-stages that can easily be parameterized in our F2B Loans solution.Starting Price: $10000 per month -
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F2B Payments
Mainsys Engineering
F2B Payments. A perfect response to launch new banking activity for neobanks or payments actors. F2B Payments includes a series of Front to Back components combining account management and payment functionalities both for traditional and online banks, and offering basic services for new banking players in a “neobank” approach. Complete, integrated and modular, the F2B solution can be deployed flexibly to support the goal of rapid deployment. Client management. The purpose of the Clients module is to introduce and manage the identification data of any person contacting the Bank. They may be natural persons (individuals or professionals) or legal entities. You can find customers, third parties (non-customers) or prospects. In addition, group clients may be created to establish relationships between natural and / or legal persons. The introduction and updating of this data is broken down into general information managed in the basic module.Starting Price: $10000 per month -
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Zipi
Zipi
The Future Of Back-Office & Accounting Software. One small step for you — One Giant Leap For Your Back Office. Do more with less! Save time and money with the one of a kind, full-featured back-office and accounting platform designed for forward-thinking real estate brokerages. Automated compensation plans, disbursement overview, agent management and advanced reporting. General ledger, chart of accounts, invoicing, billing, advances, bank feeds and reconciliation. Electronic funds transfer (EFT), commission payouts, earnest money deposits, credit card processing and check printing. BROKERS. Simplify management and accounting Cut administration and accounting workloads with our automated suite of back-office tools. Our commission tracking, calculating and disbursement tools handle even the most advanced commission profiles. AGENTS. Maximize productivity Give your agents the tools they need to measure and manage their success via our goal and deal tracking features.Starting Price: $5 -
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QuantRocket
QuantRocket
QuantRocket is a Python-based platform for researching, backtesting, and trading quantitative strategies. It provides a JupyterLab environment, offers a suite of data integrations, and supports multiple backtesters: Zipline, the open-source backtester that originally powered Quantopian; Alphalens, an alpha factor analysis library; Moonshot, a vectorized backtester based on pandas; and MoonshotML, a walk-forward machine learning backtester. Built on Docker, QuantRocket can be deployed locally or to the cloud and has an open architecture that is flexible and extensible. -
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Invoice Tally
Prinli
Free Invoice Generator. We’re here to help your business create beautiful invoice in under 60 seconds – invoice tally is free, simple and secure invoicing for small businesses, freelancers and startups. Features. We’re still in development and always adding new features! Financial Performance Dashboard: Visual statistics of your month by month financial performance. Invoicing: Save products and services and with ease. Create and generate PDF invoices. Customers: Add customer details. Accounting: Save account types which can be either Income or Expense and create Tax Presets with ease. -
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Crystal Payroll
Crystal Payroll
Online Payroll that’s so clear, so simple, so complete, you’ll wonder why you didn’t try Crystal Payroll earlier. View and audit PAYE records on a single dashboard that allows direct two-way communication with the IRD – automatically submitting payment reports and allowing retrieval of PAYE records from their system. Anytime, anywhere accessibility with zero downloads – all you need is an Internet-capable device. Integrates seamlessly with other major systems such as the IRD, accounting software (including Xero, MYOB and Reckon), and time and attendance management programmes. Keep track of KiwiSaver contributions and manage fixed or variable allowances, deductions and withholding of tax for sub-contractor payments. Pay hourly or salaried employees at varied rates, choose how often employees are paid and manage holiday pay and leave calculations. Strict encryption safeguards that exceed industry standards, ensuring data is completely secure.Starting Price: $19.90 per month -
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BeProfit
BeProfit
The BeProfit app for eCommerce sellers provides an intuitive dashboard to take control over expenses and profits and get an accurate overview of business performance. The app lets you track, analyze and optimize everything from marketing, orders, products, shipping, inventory and much more, all in one place. It's rich in features including the option to create, export or schedule custom reports and discover your most profitable items. A seamless integration with your ad platforms will provide valuable insights of your ad spend, all broken down to make things as simple as it gets, all to help you increase your bottom line. Integrations are available with Facebook Ads, Instagram Ads, Google Ads, TikTok Ads, Pinterest Ads, and more. Track your profits right. Start growing your business with BeProfit.Starting Price: $25 -
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Hylobiz
Hylobiz
Get your Invoices Paid Faster with Hylobiz. Powerful, simplified tool to automate payment reminders, auto-reconciliations of receivables, and fast tracking your way to invoice collections. Invoice automation solution that works for your ERP is seamlessly integrated in just 2 clicks. Pre-configured for seamless integration with popular ERPs to make your work easier and faster every step of the way. Designed for who you are. Sales & Marketing Reel in your monthly collections targets without moving a finger. Stop chasing invoice collections with our automated payment reminders that send personalized Emails, SMS and WhatsApp notifications. Automated payment reminders. Real time collections dashboard. Customer health score. Get accounts health information on your fingertips Stop making manual reconciliation entries in ERP, and keep tabs on receivables and payables on the go; including cash and cheque payments. Auto-reconciliation. Digital account ledger sharing. -
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Basiq
Basiq
Basiq is the leading open banking platform enabling developers to build innovative financial solutions. We provide secure access to customer-consented financial data and powerful APIs that uncover valuable insights. We're powering the future of financial apps and services with solutions for wealth managers, banks, fintechs, and more. Get access to complete and reliable banking data to deliver more engaging, personalised digital banking experiences. Use our advanced income algorithms to reliably identify all sources of income such as regular, variable and casual income streams. Enabling you to streamline individual assessments and make faster lending decisions. Provide your customers with a rich digital experience by helping them better understand where they’re spending. Use Basiq Enrich to identify the merchant, location and category of each bank transaction.Starting Price: $0.39 per user per month
