Best Finance Software - Page 68
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1
Traction
Traction
Traction Ag is a cloud-native, farm-specific accounting and management platform that links real financial data to fields, crops, and operations to reveal true cost‑per‑bushel profitability . It provides interconnected tools for cash and accrual accounting, bank integration, inventory tracking (inputs, crop loads, scale tickets, bin activity), payroll, and multi-entity management—all accessible via mobile for anytime, anywhere use . Through seamless integrations with Climate FieldView, John Deere Operations Center, FS co‑ops, and Plaid, Traction automates invoicing, billing, agronomic and financial data import, reducing manual input and enhancing financial accuracy . It supports detailed field-level profitability analysis, scale ticket and load tracking, shrink accounting, harvest records, and real‑time dashboards that empower farmers to understand margins, optimize resources, and improve planning.Starting Price: $950 per year -
2
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109 -
3
Zola Analytics
Zola Analytics
Zola is an all-in-one financial data platform that transforms complex market analysis into stunning visualisations through natural language queries. Built by analysts for analysts, it eliminates the tedious Bloomberg-to-Excel-to-PowerPoint workflow by combining hundreds of data sources with AI-powered chart generation. Teams can create, collaborate on, and share professional-grade financial insights in seconds instead of hours.Starting Price: $122/month -
4
ampliphi
ampliphi
ampliphi is an AI-powered revenue management solution designed specifically for independent hotels that need enterprise-level optimization without operational complexity. The platform automates real-time pricing adjustments using live market data, eliminating manual spreadsheet updates and guesswork based decisions. Built with hotel operations at its core, ampliphi seamlessly integrates with existing PMS systems to provide instant rate distribution across all booking channels. The system continuously monitors competitor rates, analyzes demand patterns, and forecasts event-driven shifts to ensure optimal revenue capture & maintaining competitive positioning. The controlled automation approach gives hoteliers powerful AI-driven optimization with full strategic oversight. You establish pricing boundaries and business goals, then ampliphi handles constant market monitoring and rate adjustments. This saves hours on routine decisions, maintaining complete control on revenue strategy.Starting Price: $299 for 100 rooms hotel -
5
Continia Expense Management
Continia
Continia Expense Management is a fully embedded Microsoft Business Central solution that automates the entire employee expense process by eliminating manual data entry, spreadsheets, and paper receipts. With AI-powered receipt scanning and autofill, employees can capture and submit expenses, per diems, and mileage in under 30 seconds via a mobile app or browser-based expense portal, while managers and controllers approve reports anywhere through a dedicated web approval portal. Corporate credit card transactions are imported automatically and matched to receipts, with missing receipts flagged and reminders sent. Secure digital archiving preserves original documents in an audit-proof repository, and Google Maps integration calculates mileage with customizable “via” points and route templates. Per diem rates for accommodation and meals are applied automatically, and approval workflows route reports through predefined chains to speed reimbursements.Starting Price: Free -
6
ValueEQ
ValueEQ
ValueEQ is a Business Valuation Software 2.0 built for finance professionals who need instant access to institutional-grade data and tools without the inefficiency of legacy solutions. With 60,000+ public company comps, 60,000+ M&A deals parsed daily, and an end-to-end suite of valuation tools (WACC, DCF, multiples, and more), ValueEQ empowers analysts, consultants, and investors to deliver insights with speed, accuracy, and defensibility. -AI-Powered Insights – Natural language queries (“Find SaaS acquisitions in Europe under €200m”) return clean comp sets in seconds. -Global Coverage – 120+ countries, 70+ exchanges, and tens of thousands of private & public comps. - Real-Time Deal Flow – M&A transactions parsed within hours of filing, with multiples extracted and normalized. - Valuation Workflows – WACC calculators, DCF engines, DLOM models, and report generators in one place. - Flexible Pricing – Solo plans at €99/mo and team plans at €240/moStarting Price: $99/month/user -
7
DepositFix
DepositFix
DepositFix is a unified B2B payments and billing platform that automates the entire lead‑to‑cash process by connecting payments, CRM, and QuickBooks into a single interface. It supports all B2B payment scenarios, ACH and eCheck, card‑not‑present transactions, virtual terminals, surcharging, and dual pricing, through multi‑gateway routing and embedded checkout forms, while also handling hosted payment pages, product catalogs, discount codes, and one‑click upsells. Its billing suite includes recurring and progressive billing, automated sales tax calculations, client self‑service portals and quote‑to‑cash workflows, and its invoicing tools offer custom invoices, bulk batch creation, pay‑by‑link, Excel‑based invoicing, automated invoice presentment and reconciliation. With native integrations for HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix consolidates payment data into a single source of truth, eliminates manual data entry and reconciliation.Starting Price: $190 per month -
8
FormPay
FormPay
FormPay is an all‑in‑one payments solution for HubSpot CRM that lets you connect any gateway, such as Stripe, Razorpay, PayPal, Apple Pay, Google Pay, Adyen, Authorize.Net, Amazon Pay, PayU, Klarna, and more, to collect, track, manage, and automate one‑time or recurring payments without leaving your HubSpot interface. You can generate custom forms in seconds for donations, subscriptions, online course sales, events, or microbusiness offerings; embed them via links or code; and include product listings, discount coupons, and VAT calculation as needed. FormPay syncs all payment data directly into HubSpot, powering workflows, deal integration, and automated reminders, while features like custom fields, multilingual support, and form styling ensure each form matches your brand and global audience. Recurring donation and subscription forms simplify fundraising and subscription management, and built‑in transaction reporting provides real‑time visibility into sales performance.Starting Price: $49 per month -
9
TillyPay
TillyPay
TillyPay is a no‑code payment platform that lets businesses collect one‑off and recurring payments through fully branded, mobile‑optimized checkout pages under their own domain. Using an intuitive form builder, users can configure subscriptions with customizable billing cycles (daily to yearly), trials, setup fees, taxes, and customer self‑service via a secure billing portal for invoice downloads, payment method updates, and subscription management. Invoices can be sent with embedded payment links that accept 120+ currencies and all major credit and debit cards, while a unified dashboard provides real‑time visibility into payments, customer accounts, and cash‑flow forecasts. TillyPay integrates natively with over 2,000 tools to automate accounting and notifications, and its PCI‑ and SCP‑compliant infrastructure ensures data security without additional infrastructure or coding.Starting Price: $30 per month -
10
PayHere
PayHere
PayHere is an all‑in‑one cloud billing and inventory management application built on Vue and Laravel that centralizes every aspect of the lead‑to‑cash cycle in a single, intuitive interface. It consolidates invoicing, quotes, purchase orders, sales orders, and expense tracking, letting users snap receipt photos, forward email receipts, or import transactions directly from their bank to capture costs automatically. Automated billing then generates and delivers branded PDF invoices with instant payment confirmations, while flexible recurring and subscription billing supports memberships, SaaS products, and service plans with customizable cycles, trials, and discount codes. Embedded checkout forms and hosted pages integrate seamlessly into websites, email campaigns, or social posts without any external portals, offering customers a professional, frictionless payment experience.Starting Price: $7.99 per month -
11
PayRequest
PayRequest
PayRequest is a no‑code billing and subscription platform tailored for SaaS businesses, freelancers, and small to medium enterprises, offering both API and embedded solutions to generate and manage payment links, hosted pages, and donation forms without coding. It integrates seamlessly with leading gateways to support one‑time and recurring payments in multiple currencies. Users can create fully branded, dynamic payment links or embed checkout forms within minutes, distributing them via email, SMS, QR codes, or API calls. Subscription management automates billing intervals, trials, setup fees, taxes, and renewals, while a customer portal lets clients view plans and update payment methods. The PayRequest dashboard provides real‑time visibility into subscriptions and transactions, with filters, search, export, and one‑click actions (pause, refund, cancel).Starting Price: €5 per month -
12
Upmind
Upmind
Upmind is an all‑in‑one business automation platform built specifically for subscription and service companies, combining client management, billing, and provisioning into a single, fast, scalable, and fully customizable interface. Every customer record, order, and interaction lives in one unified panel, where custom fields, smart filters, and built‑in workflows automate follow‑ups and reduce manual tasks. Automated billing handles invoicing, renewals, reminders, and global tax calculations with bespoke templates, so payments are collected on time without chasing clients. Service provisioning kicks in the moment an order is placed, activating, pausing, or renewing services through deep integrations that keep your billing and operations in sync. Upmind’s API‑first architecture exposes over 1,500 RESTful endpoints and webhooks, enabling developers to script custom automations, build bespoke interfaces, or connect third‑party tools effortlessly.Starting Price: $25 per month -
13
Paylinks
Paylinks
Paylinks lets you create and share simple payment requests in seconds, turning any product or service, yoga lessons, event tickets, or consulting fees, into a secure, online checkout with no POS terminal or invoicing required. From a mobile or web app, you specify an amount and description, choose PayPal, Stripe, or Square as the gateway, then generate a unique URL or QR code that can be sent via email, text, social media, or embedded on a website. Customers click the link, pick their preferred payment method (cards, net banking, and local options supported by the chosen gateway), and complete the transaction instantly. You receive real‑time notifications and a consolidated history of paid links, with customizable descriptions and optional expiration settings to manage campaigns or limited‑time offers. With a lightweight interface designed for rapid setup, multi‑gateway support, and seamless sharing across any channel, Paylinks streamlines small‑value payments for businesses.Starting Price: Free -
14
Ailit
Shenzhen Kingdee Wisdom Technology Co.,Ltd.
Ailit is a simple yet powerful inventory and business management software designed to keep your operations organized and efficient. It offers real-time inventory tracking, automatic stock alerts, and multi-store and warehouse management—all accessible from your phone or desktop. The software streamlines invoicing with customizable templates and one-click generation using barcode scanning. Ailit also provides comprehensive order management, from quotations to shipment tracking, with automatic reconciliation for customers and suppliers. Business insights are available through detailed, real-time sales and inventory reports, helping you make smarter decisions anytime, anywhere. Trusted by wholesalers and retailers worldwide, Ailit supports over 30 industries and holds multiple international security certifications for peace of mind.Starting Price: $139/year/user -
15
Basil
CoralTree
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.Starting Price: $30 per month -
16
Autumn
Autumn
Autumn is the simplest and most flexible way to manage your application’s pricing, billing, and usage logic, built on top of Stripe with just three API functions and no webhooks required. Acting as your app’s pricing database, Autumn centralizes subscription states, feature permissions, and usage limits, allowing you to define free trials, credit systems, usage tiers, rollovers, add-ons, and custom plans, while supporting upgrades, downgrades, cancellations, and one-time payments, all through unified endpoints. It includes drop-in React and shadcn/ui components for pricing tables, paywalls, and checkout dialogs, plus real-time usage analytics and referral tools. You can update pricing, version plans, and tier structures without touching code, using Autumn’s intuitive UI or config files. Trusted by AI startups and YC-backed teams, Autumn eliminates Stripe webhook complexity, handles edge cases, automates migrations, and scales reliably as your product evolves.Starting Price: $375 per month -
17
DualEntry
DualEntry
DualEntry is #1 AI-native ERP built by and for accountants. It’s designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ native bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR.. -
18
t0 by Supernomial
Supernomial
t0 by Supernomial is an AI-native generative interface purpose-built for transfer pricing consultancies and in-house tax teams. It streamlines compliance, planning, and operational workflows with fully customizable, end-to-end solutions. t0 supports seamless team collaboration, integrates with existing tools and systems, and ensures enterprise-grade security for sensitive financial data. t0 defines the category of customizable transfer pricing solutions and is built from the ground up for flexibility, depth, and control. Users can flexibly configure data collection and storage, analysis preparation, automated report generation, and operational intelligence. Build agentic applications to produce audit-ready deliverables and implement engines that monitor transfer pricing operations in real time. Reduce manual effort and focus on what truly matters—creating more robust and sustainable policies.Starting Price: $200/month -
19
Ambrook
Ambrook
Ambrook is accounting software built for family-run and independent businesses, especially those in agriculture like farming, ranching, equine, trucking, construction, manufacturing, processing, and real estate, that brings together bookkeeping, invoices, payments, analytics, and financial reporting into one platform tailored to their needs. It features tools like automatic bank connection so all transactions are posted, AI receipt scanning and sorting, bill pay (including built-in ACH, credit card, and check payments), and branded invoicing. Users get dashboards that let them track profit by enterprise, location, project, or unit (e.g., acre, herd, job), compare real-time costs with up-to-date production metrics, see where margins are being squeezed, and maintain a strong balance sheet. Ambrook emphasizes helping businesses know where they stand, grow what matters, and plan for the future, with built-in support for tax schedules.Starting Price: $29 per month -
20
NETS
NETS
NETS for Business offers a comprehensive suite of payment and merchant services to help Singapore businesses accept both in-store and online payments efficiently. Its in-store solutions include wired and wireless POS terminals supporting NETS debit/ATM card, QR payments, contactless cards, and overseas wallet/foreign card acceptance. Payments are settled by the next working day, and merchants have access to transaction reporting and settlement via an online Merchant Portal. For online businesses, products include eNETS Gateway (handling direct debit and all major credit cards), NETS Click, NETS QR Online, and SoftPOS. There are also self-service and motoring solutions, unified POS systems, vending solutions, solutions for F&B self-service, car park payment integrations, SGQR label support, and digital receipt management. The NETSBiz mobile app lets merchants get payment notifications and manage terminals; merchant guides and developer APIs are provided.Starting Price: Free -
21
Superwall
Superwall
Superwall is a mobile app subscription, paywall, and revenue-management platform that enables apps to build, test, deploy, and manage paywalls without code. It includes a drag-and-drop paywall editor with real-time previews; audience targeting to display personalized paywalls based on behavior or demographics; AB testing so different paywalls can be compared for conversion optimization; and campaign analytics to track revenue, subscriptions, user behavior, and entitlements all in one place. The tool supports SDKs in iOS (Swift), Android (Kotlin), Flutter, React Native, and Expo, enabling fast integration. It provides over 200 paywall templates that are fully editable (text, fonts, colors, images), and supports unlimited AB tests. Developers can set up different paywalls for different audience segments, control when and where paywalls display, and iterate quickly without needing app releases or complex deploys.Starting Price: $0.20 per conversion -
22
StanfordTax
StanfordTax
StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.Starting Price: $18 per month -
23
Loquat
Loquat Inc
Loquat Inc. is a fintech innovator enabling banks and credit unions to offer smart consumer and business banking to their customers and members. The platform provides seamless KYC/KYB, fast onboarding; virtual cards; automated lending; an integrated portal for fraud detection, compliance monitoring, workflows, and analytics (CALM); a proprietary Loquat IQ – AI solution utilizing FI data for strategic insights with interactive chat and continuous learning to enhance performance. Loquat meets the highest standards for security, compliance, and operations and is SOC 2 Type 2 certified. Cloud-agnostic platform integrates seamlessly via API and has a modular architecture to adapt to each institution’s needs Loquat products: 1) Business Account opening, Cards & payments, and Lending for SMBs and enterprises 2) Consumer Account opening, Cards & payments, and Lending for retail customers 3) CALM Portal: Real-time compliance and analytics portal 4) Loquat IQ – differentiated AI solutionStarting Price: $50/month/by usage -
24
ScaleXP
ScaleXP
ScaleXP is a finance automation platform built to streamline and modernize revenue recognition, billing, subscription management, and SaaS metric reporting. It automates deferred and accrued revenue directly from invoice text and data, generates revenue recognition schedules and journals that can post into accounting systems in just a few clicks, and eliminates error-prone spreadsheet work. It allows users to issue invoices from CRM deal records, track renewals and contracts seamlessly, and manage subscription billing without manual intervention. It also offers real-time dashboards and analytics, monitoring key SaaS metrics such as churn, retention, and revenue growth, while ensuring consistency across teams. ScaleXP integrates natively with accounting and CRM systems, including Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact. It supports features beyond core accounting, such as financial consolidation and prepaid expense recognition.Starting Price: $134.85 per month -
25
Tickmark Pro
ALS Properties, LLC
Insert professional audit tickmarks into your audit workpapers with one click. Works seamlessly in Google Sheets or Google Docs, complete with customizable colors, detailed notes, and reference URLs. What once took minutes per entry now takes seconds. Custom Tickmarks in Google Sheets: Choose from standard audit symbols or create custom marks tailored to your firm’s methodology because every firm has its preferences, and you shouldn’t have to change yours. Instant Legends in Google Sheets: Automatically catalog all tickmarks used throughout your workpapers. No more manual cross-referencing that every auditor dreads. One click, and your legend is complete and accurate. Intelligent Endnotes in Google Docs: Maintain sequential numbering and detailed audit information with the formatting precision that comes from understanding GAAP and audit standards. Perfect for memo documentation. Complete Audit Trail: Every tickmark includes a date stamp.Starting Price: $12/month -
26
NAKA
NAKA
NAKA presents a next-generation payment ecosystem built around a fully blockchain-based, EMV-compatible payment scheme and card, allowing businesses and individuals to issue and use cards that integrate self-custody wallets, tokenized assets, and seamless fiat conversion at the point of payment. The NAKA Card supports both custodial and non-custodial models, enabling users to hold and transfer assets, spend tokenized holdings such as real estate, precious metals, fine art, or cryptocurrencies, and only convert to fiat at the moment of transaction, helping protect against inflation. The accompanying NAKA Pay app offers a unified interface for card management, asset linkage, top-ups, freezing, and tracking transactions, all without requiring a traditional bank account. For issuers, NAKA enables rapid card issuance and full customization of card features, branding, loyalty integration, and underlying rules with no additional banking licence required.Starting Price: Free -
27
esenda
esenda
esenda is a cloud-native payment and income-management platform, primarily built for schools and education providers, that helps finance teams collect, make, track, reconcile, report on, and automate payments in one connected system. Its core proposition is to replace fragmented payment tools, spreadsheets, manual matching, banking portals, and disconnected reconciliation processes with a single payments layer connected to the systems a school already uses. The platform is especially focused on independent and international schools, where finance teams often handle tuition fees, deposits, trips, extras, donations, international payers, recurring collections, arrears, payroll, suppliers, and reporting across multiple systems. esenda also describes applicability beyond education, including healthcare and other service-led organisations, but the strongest public positioning is around education.Starting Price: £500 -
28
ParityDeals
ParityDeals
ParityDeals is a cloud-based monetization and pricing engine that empowers digital product teams to design, test, and deploy dynamic pricing, usage-based billing, and localized pricing tables without touching code. It enables real-time metering of usage metrics such as API calls, active users, data storage, or seats, and supports the full spectrum of pricing models, including flat-fee, tiers, pay-as-you-go, hybrid, volume, add-ons, and one-time purchases. With one integration and a unified dashboard, teams can publish or update pricing, promotions, and entitlements instantly and manage feature gating, usage limits, overages, free trials, and grandfathering. ParityDeals supports geo-localization of pricing in over 135 currencies and enables purchasing-power parity rules, VPN/proxy blocking, translation, localization, and regional discounting. It also includes AB experiments for pricing and feature variants, instant publishing of updated tables, real-time conversion, and usage analytics.Starting Price: $55 per month -
29
SprintPay
CargoSprint
SprintPay is a digital payment-platform purpose-built for the cargo and freight-forwarding industry, enabling forwarders, cargo facilities and trucking companies to pay and settle charges smoothly, securely and in real time. It allows users to select a cargo facility, enter invoice or AWB details, upload supporting documentation, and submit a payment request via credit card, ACH/eCheck or billing account, all in one workflow. The system offers features like guest payments (no subscription required), requestor-approver approval workflows for businesses, bulk-payment uploads to consolidate many transactions into one, real-time visibility into payment status, dashboards and downloadable invoices or statements. It also supports credit lines (Maximum Balance Limits) for approved users, and integrates with the facility-side system so that once payment is cleared, cargo release is expedited.Starting Price: $12 per transaction -
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MiNDCAN Profit+
MiNDCAN
MiNDCAN Profit+ is a software platform designed to help organizations institutionalize cost-optimization practices and improve their profit margins. The platform enables the C-suite and business leaders to collect, track, and evaluate cost-saving ideas across the enterprise, rank and score them by maturity and value, and monitor progress through evaluation, implementation, and measurement workflows. Users gain access to analytical dashboards tailored for executives that display key performance indicators related to cost-reduction activities, while a companion mobile app supports remote tracking of cost-optimization efforts. The platform connects to existing financial systems to verify actual savings and delivers real-time visibility into initiatives. Fully configurable and cloud-enabled, the interface supports multilingual and multicurrency setups for global rollouts, as well as browser and mobile access.Starting Price: Free
