Best Finance Software - Page 59
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1
Futureproofed
Sweco
Go net zero and futureproof your city or company with our climate tech platform. Built by experts, this easy-to use software makes measuring, reducing and reporting your carbon footprint a breeze. There’s climate technology. There’s climate consultancy. Then there’s Futureproofed – a team with 15+ years of deep domain experience. Our carbon management platform is not just built by our carbon experts, it also comes with their coaching and advice. Your win: a human approach to climate tech, making it easy and rewarding for you to take climate action. Cities and businesses carry a great responsibility for carbon reduction, although they do require a different approach. That’s why we’ve developed a tailored carbon management platform for each segment, services included. Measure your carbon footprint, quickly. Build and implement your reduction roadmap. And publish investor-grade reports. Explore the benefits and features of our carbon management platform for businesses.Starting Price: €200 per month -
2
Astrella
Astrella
Manage and create cap tables with ease and precision using Astrella’s cap table management software. Our solution uses artificial intelligence and blockchain technology to automate the cumbersome task of administrative processes while preserving complete transparency and control. This intuitive system helps save time, so you can focus on the success and growth of your business. Managing equity is the cost of doing business, but a cost that can turn into a profitable engine of growth for your company. The Astrella equity management platform helps companies, from startups to employee-owned organizations and publicly traded businesses, maintain the most accurate and trustworthy view of their equity. No matter where they are in their ownership journey, these companies trust Astrella to help them understand their value, prepare for their IPO, and utilize equity to attract top talent.Starting Price: Free -
3
Togai
Togai
Go live with pricing changes without engineering effort. Analyze what’s not working in your pricing, simulate different models, and launch new pricing, all in a matter of days, not months. Be ready for a 6-8 month cross-functional scramble. Between juggling invoicing and billing with finance to ensure nothing breaks, pleading for engineers’ time to make even the smallest code changes, and working with the sales team to ensure the new pricing fits into their CPQ and workflows, it can be a nightmare. Togai is the monetization suite you need to implement and optimize pricing without any dependencies. Simulate new pricing, track and meter usage, set up or schedule customized pricing models, automate your internal revenue workflows, and get actionable insights on your pricing, all with just a few clicks. Simulate different pricing models, and plans on your actual data using our pricing simulator.Starting Price: $15 per month -
4
Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
5
Genability Data Explorer
Genability
Everything you need, nothing you don't. Genability Signal® Data Explorer™ is our self-service web application ideal for energy professionals. Stay up to date with electricity tariffs and calculate accurate costs easily. Stop crawling the web and compromising on accuracy. Wow your customers and colleagues. Our calculator is very simple to use, but don’t let that fool you. It's very powerful, completely data-driven, and the most accurate and versatile rate engine on the market. Explorer delivers line item details for each and every tariff & rider. This includes eligibility criteria, optional electives, precise time-of-use, and every other data point needed for bill-level accuracy. We have the best coverage for the USA, Canada & Mexico. We keep track of tariff changes so you don’t have to. Most updates are within a day of when we get them, and many utilities send us them ahead of time. Handle everything from monthly peak demand, time-of-use based, reactive demand, to complex ratchets.Starting Price: $499 per month -
6
Genea Submeter Billing
Genea
Genea’s cloud-based, automated submeter billing software works with your existing networked and non-networked meters to streamline the submeter reading and billing process. Ditch the clipboards and spreadsheets and take the guesswork out of submetering once and for all. Our next-gen, mobile-first platform streamlines submeter reading and billing by ditching the manual processes that have led to inefficiencies in the past. Removing manual record-keeping on clipboards and in spreadsheets gives your property management team time to focus on more important tasks to provide the best service and accurate invoices for your tenants. Genea’s modern, mobile-first approach to submeter billing is built to eliminate manual processes and take the guesswork out of your existing system. Want to see for yourself? Our team will analyze your current submeter billing spreadsheets and locate errors that are causing you to overbill or underbill your tenants.Starting Price: Free -
7
Index One
Index One
Our index calculation platform is designed to run low-latency real-time calculations of indices at scale. Use our integrated data sources, or calculate indices with custom data. Design new indices using our parameterized rules, or code indices directly on our platform. In addition to our extensive set of tools, we also offer index design support and services. Backtest different index strategies with up to 15 years of historical data. Index backtests can be seamlessly transitioned into realtime or EOD indices, or exported from the platform. Using our dashboards, you can view exactly how historical index adjustments have been handled. All of our functionality is accessible via API, making it possible to integrate all functionality into your own custom applications and workflows.Starting Price: $90 per month -
8
AI Spend
AI Spend
Keep track of your OpenAI usage and costs with AI Spend and never be surprised again. AI Spend offers user-friendly cost tracking with a dashboard and notifications that passively monitor your usage and costs. The analytics and charts provide insights that help you optimize your OpenAI usage and avoid billing surprises. Get daily, weekly, and monthly notifications with your spending. Discover which models and how many tokens you're using. Get clear insights into how much OpenAI is costing you.Starting Price: $6.61 per month -
9
Apron
Apron
Apron is the partner that every small business needs, pulling together and paying your invoices, fast. So instead of wading through admin, you can get back to moving your business forward. Payments and approvals live together, so payments keep moving. Click click click and you’ve picked who to pay. Payments go out directly from your bank. Set up roles and workflows to improve communication and keep payments moving. Payments are reconciled instantly in your accounting app, and you’re done. Sign up using Xero or QuickBooks. Complete 3-minute security checks. Make your first payment. Every app in your stack is a potential security failure point. With Apron, you can handle payments in one place. We’re one app that removes a few others. In order to move any money, clients need to authorize payments directly in their bank. Apron works with all UK banks, with no exceptions or limitations. If a bank does not support open banking, customers can still pay easily via bank transfer.Starting Price: $36.74 per month -
10
TRESIO
TRESIO
Combine receivables, payables, hr, subscription revenue, and your own budget assumptions to forecast your company liquidity accurately. Connect the financial tools you already use, combine this data with your own budget assumptions, and get a holistic view of your company’s future cash flow and liquidity balance. TRESIO’s easy-to-understand dashboards provide you with all the information you need to spot possible threats and opportunities early on and act on them. Export your data and forecasts as an Excel spreadsheet and graphs to work with them as per your needs.Starting Price: 25 CHF -
11
Hisab
Hisab
Hisab makes it easy to create and send professional invoices via sms/email to your customers. Save your time and get paid faster by invoicing with Hisab. Always keep your contact information updated. Also stay informed about transactions of contacts. Make single payment of multiple transactions either its payable or receivable. You can track individual units of your high-cost products inventory using serial numbers. It also helps you to easily keep track of purchases and sales for warranty claims. Send invoices to your customers in their own currency. Also, record payments in your customer's currency and let Hisab keep track of any gains or losses resulting from exchange rate changes. You can create any transactions in foreign currencies, but keep your own accounting in your home currency.Starting Price: $18.20 per year -
12
RightCapital
RightCapital
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.Starting Price: $139.95 per month -
13
IndustryCFO
IndustryCFO
Impact clients’ bottom lines and manage their finances with one simple interface. Let IndustriusCFO provide you with financial comparisons to your clients’ peers and specific steps to improve upon weaknesses. IndustriusCFO shows you how to save money and make more money by showing you key financial ratios for your industry and a personalized roadmap for business improvement and growth. Get an inside look at any industry to see how it is performing and whether that industry is a high or low-risk investment for your time or money. The IndustriusCFO database covers over 2,500 industries and over 1 million private businesses, so it is simple to find the information you need. IndustriusCFO offers a wide range of business analytics, key performance indicators, reports & practical recommendations, including industry peer benchmarking. View annual financials, median statistics, charts, ratios, and more of your industry competitors or peer groups.Starting Price: $49 per month -
14
Tangent Works
Tangent Works
Drive business value from predictive analytics. Make informed decisions and improve processes. Create predictive models in seconds for faster and better forecasting & anomaly detection. TIM InstantML is a hyper-automated, augmented machine learning solution for time series data for better, faster, and more accurate forecasting, anomaly detection, and classification. TIM helps you to discover the business value of your data and enables you to leverage the power of predictive analytics. High-quality automatic feature engineering while simultaneously adapting the model structure and model parameters. TIM offers flexible deployment options. Easy integration with some of your favorite platforms. TIM offers a wide array of interfaces. Users looking for a streamlined graphical interface can find this in TIM Studio. Become truly data-driven with powerful, automated predictive analytics. Discover the predictive value in your data faster and easier.Starting Price: €3.20 per month -
15
projection-ai
projection-ai
A service that creates a back-calculated original business plan. Inverse from the goal and KPI arithmetic, you can easily and quickly create a highly capable business plan. Enter the template, ARPA, monthly customer unit price, growth magnification, and start-up year to create a business plan for the rest. Enter the basic information to automatically create a PL page. In projection-ai, you can easily create multiple cases. You can create another case by pressing case creation and entering a set value. In order to achieve target sales, it is important to drop into a specific action plan. With Projection-ai, you can easily simulate the KPIs you need for a year and drop them into the monthly metrics. You can easily use the monthly PL to manage your budget for target sales and target KPI. You can use it as a dashboard by entering the required data. You can manage SaaS KPIs such as cash transitions, runways, MRRs, ARPAs, customer numbers, and LTV/CACs in cases and business years.Starting Price: $70.61 per month -
16
Sora
Sora
Sora’s AI debt management software helps financial advisors wow clients and win proposals. Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health. Download reports to engage clients on their debt. Hyper-personalized debt optimization strategies. Request a new loan and we will scan our ecosystem of 50+ wholesale, retail, and credit union lenders. We do the work so you and your client don’t have to. Sora finds clients better deals for their new or existing home, auto, and student loans and seamlessly moves into them. Sora is an easy-to-use software that helps you visualize, analyze, and act to optimize your client's debt. Use our advanced analytics and recommendations to develop tailored strategies for each client. Navigate through their debt landscape, identify areas for potential savings, and devise an optimized debt management plan. Bring your financial advisory to the next level.Starting Price: $100 per advisor per month -
17
Simplicitree
Simplicitree
When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.Starting Price: $149 per month -
18
WealthTrace
WealthTrace
Take the guesswork out of planning for retirement. WealthTrace gives the most accurate financial projections and allows you to monitor your investment holdings, performance, transactions, and fees. Don't leave your retirement up to chance. With WealthTrace, you can take control of your retirement and find out if you have the funds to retire comfortably, and what you can do to change your financial situation. Link all of your investment accounts so you can track and monitor your balances and holdings. Your accounts will update every day, allowing you to track performance, transactions, fund fees, investment balances, and more. Your data is safe and secure using the latest security measures. Watch financial projections change in real-time as you change your assumptions. Get instant feedback on changing savings rates, retirement dates, expenses, withdrawal orders, and many other assumptions. Easily find out your optimal withdrawal rate and how much you need to save for retirement.Starting Price: $229 per year -
19
Payflow Payment Gateway
PayPal
A payment gateway links your website to your processing network and merchant account. Like most gateway services, Payflow Payment Gateway handles all major credit and debit cards. What makes our gateway different is the low rates and incremental sales boost from offering PayPal and PayPal Credit* payment options on your site. No cancellation fees, monthly minimums or other hidden fees. Take advantage of some of the lowest rates available today. Payflow costs just $0.10 per transaction. Payflow is integrated with major shopping carts and works with almost every processor. Plus, if you sell overseas, you can accept PayPal payments in 25 currencies in 202 countries around the globe. Our PCI-compliant solution simplifies the work and cost of meeting regulatory requirements. And you can stay on top of every dollar with our online account management dashboard, PayPal Manager.Starting Price: $25 per month -
20
Fulcrum 3PL
Shopping Cart Fulfillment
What is Fulcrum? Fulcrum is a cloud-based warehouse management, multi-carrier shipping software and ecommerce provider. Each component works together to provide a comprehensive solution for the third-party logistics and warehousing industries. Inventory -Kitting -Bundles -Lot, Expiration and Outbound Id -Cycle Counting -Barcoding Warehouse -Forward, storage, crossdock and quarantine locations -Multi Warehouse -Carton Types Pick, Pack and Ship -Pick To Tote -Batch Shipping -Batch Pick/Pack -Scan barcodes -Ship on third party accounts -Shipping maps Orders -Order Rules -Order Upload -Combine Orders -Bulk edit orders -Manage Backorders Receiving -Purchase Order Management -Receiving -Advanced Shipping Notifications Misc -EDI -Reporting -Billing -Markup ShippingStarting Price: $500 per month -
21
giropay
paydirekt
With giropay you have the choice, you can either pay directly online from your checking account, without registering via your online banking. Or you can register in advance and pay with a username and password, including giropay buyer protection and direct payment confirmation. Even if you will very likely never need it with us, it is a good feeling to have it. And should it actually take hold, it is direct, quick and uncomplicated. Wherever the new giropay logo or the combined giropay/paydirekt logo is displayed, you can use the giropay app to confirm your purchase. The giropay app communicates exclusively via tested interfaces and ensures secure data transfer in accordance with German online banking standards. Access to your online banking account is not possible via giropay because all data is stored encrypted on your device. Your data is also stored in data centers in Germany certified by banks and is subject to the strict German data protection laws.Starting Price: Free -
22
Stratiphy
Stratiphy
Get investment signals tailored to your requirements. Create and define investment strategies with our bespoke toolkit, to enable full automation of your backtesting and portfolio rebalancing needs. Report on instrument performance metrics that you define. Define market-led portfolio alerts. Ability to report on carbon emissions at a portfolio level. We can provide market performance ratings for each listed instrument held in the collateral pool, giving greater personalization in the lending process and greater confidence in the collateral quality. Enable in-app portfolio analytics and investment strategies like performance analysis, and historical backtesting to generate executable investment signals. Stay ahead of the curve with personalized analytics for each client. Tailor alerts, signals and create portfolios according to each individual's needs. Show instrument and portfolio level ESG and carbon emissions performance.Starting Price: Free -
23
Booke AI
Booke AI
Booke AI is an AI-powered bookkeeping automation platform that uses robotic process automation and generative AI to streamline core accounting tasks by automatically categorizing transactions, matching them to invoices and bills, and reconciling accounts inside popular accounting software like QuickBooks Online, Xero, and Zoho Books, eliminating much of the manual work traditionally required to manage financial records. It leverages real-time OCR (optical character recognition) to extract data from invoices, receipts, and bills in any language or currency and feed it directly into bookkeeping workflows, detects inconsistencies and coding errors, and offers intelligent reconciliation suggestions that improve accuracy over time. It includes a one-click client query tool and a collaborative portal that simplifies communication between accountants and clients by turning questions into tasks and centralizing documents, reducing back-and-forth email and phone tag.Starting Price: $20 per month -
24
Atlantic Money
Atlantic Money
Atlantic Money is the only international money transfer provider that offers international transfers for businesses at a flat fixed fee and the current exchange rate – for transactions up to millions. Even compared to the formerly cheapest providers such as Wise or Revolut, businesses can save up to 99 per cent on each transfer, means thousands on every transaction. The fintech was founded in 2020 by Robinhood alumni and is based in London.Starting Price: €3 or £3 per transfer -
25
TrueRev
TrueRev
TrueRev is a financial operations platform built specifically for B2B SaaS and recurring subscriptions. It simplifies revenue recognition, deferred revenue, scheduled invoices and SaaS metrics in real-time at a fraction of the cost of enterprise-level software. One-click sync with QuickBooks Online. 14-day free trial available with all features! TrueRev helps you move your revenue schedules effortlessly off of Excel and stay compliant with ASC 606. Generate subscription metrics (MRR/ARR, Bookings, Churn, Cash-flow). Track new deals, upgrades, cancellations & expansion. • Revenue recognition • Deferred revenue • Scheduled invoices and automated billing • Contract renewals • SaaS metrics • Journal entries • Shared reports • Document management • Evergreen contracts Sal Abdulla, CEO of ZenFinancials, said "TrueRev is a great example of a platform that simplifies financial operations, removes errors and increases clarity for everyone."Starting Price: $89 per month -
26
Equals Money
Equals Money
Take control of your business expenses with Equals Money cards to use around the world and monitor spending in real time. With a deep understanding of your industry, dedicated service, and a flexible product offering, the enterprise model fits your unique requirements. Empower your teams to spend around the world, wherever they’re working, while you stay in control of balances and permissions. Set permissions based on team roles, manage balances, and order cards for new staff, all in a matter of clicks. Cards can be used in over 190 countries at 35 million locations, so your team can spend securely wherever they’re needed. Save on the fees that come with using credit cards overseas and wave goodbye to discovering hidden charges when working through expenses. Your team can earn up to 3.5% cashback at major UK retailers that will automatically be credited to your business’s account. Make global business payments to suppliers, partners, staff, and clients.Starting Price: $62.83 per year -
27
Bloom
Bloom
Give your clients a premium experience from start to finish. Send professional invoices and get paid fast via Stripe, Square, Paypal, Cash App, Venmo, or Zelle. Offer payment schedules and sign contracts all on one payment page. Use Bloom's revolutionary task-tracking system. See what is next for each project on one page by creating as many workflows as you need to manage your growing business. Protect yourself with legally binding contract signatures. In one click send contracts or attach them to invoices and instant booking packages. Present your final work in beautiful galleries with robust options controlling layout, proofing, feedback, download permissions, and activity. The easiest way to book clients with package options, add-ons, scheduling, contract signing, and payment collection. Send a link or embed it on your website. Bloom is the new standard for service professionals. You can upgrade to the full suite of tools when you're ready.Starting Price: $13 per month -
28
ProjectionLab
ProjectionLab
ProjectionLab captures the important details in life that other planners miss. You’ll find it easy and intuitive to build simple but rich financial plans that truly represent you, your loved ones, and the paths you choose. Simulate your financial future and chart a course toward your best life. Build a living model of your whole life's finances and discover the spectrum of possible outcomes. Identify trade-offs, backtest against historical data, and experiment with different investment strategies, account types, contribution orders, drawdown options, and portfolio blends over time. ProjectionLab has no link to your real financial accounts and the data you enter stays in your browser unless you choose otherwise. If you upgrade to Premium, you can choose between several data persistence options. Journal and visualize your actual progress over time and compare it against your initial projections.Starting Price: $9 per month -
29
IQFeed
IQFeed
IQFeed is widely recognized as providing the most comprehensive service to traders at the best overall price. The data behind IQFeed is one of the fastest, most reliable data feeds available and is available for display in our built-in applications such as IQWatch Quote, Market Depth, News, Smart Market, or the DTN.IQ client. You can also choose from any of the compatible software listed on our site or develop your own software after registering as a developer. DTN IQFeed is also directly compatible with Microsoft Excel or OpenOffice free calc software using IQFeed's built-in DDE functionality. You can use our calculator to investigate various pricing options. Over 700 market stats/breadth indicators (TICK, TRIN, etc.), most of which update every 1 second. 180 calendar days of tick history (includes pre-post market) with microsecond timestamps (if available from the exchange feed). Historical data on exchanges and authorized data.Starting Price: $45 per month -
30
TurboTax
Intuit
We’ll guide you step-by-step and guarantee our calculations will be 100% accurate. Each year we help more people file their taxes than all other online tax prep providers combined. We’re 100% committed to getting you every dollar you deserve. In fact, we guarantee it. However simple or complex your tax situation is, we’ll find every deduction and credit you qualify for so you get every dollar you deserve. Add last year’s tax return to auto-fill your info, avoid human error, and skip ahead to the next part. Upload, import, or take a picture of your W-2 or 1099-NEC and we’ll put your info in the right places. CompleteCheck™ scans your return so you can be confident it’s 100% accurate. You won’t pay for TurboTax until it’s time to file and you’re fully satisfied. Get advice from tax experts who can help you finish your taxes error-free and review your return at the end.Starting Price: $69
