Best Finance Software - Page 39
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Portal 360
Portal 360
Portal 360 is an AI‑powered practice management and client portal platform built for accounting firms and bookkeepers looking for a simpler, more connected way to run their practice. It centralises client communication, tasks, workflows and file management into one intelligent system, giving teams full visibility and reducing daily admin. With a unified inbox and secure client portal, every email, document, task and approval stays linked to the right client. Portal 360 integrates seamlessly with Xero (Practice and Client Files) and MYOB, keeping financial data aligned with workflows and eliminating double handling. Smart workflows simplify task assignment, approvals, deadlines and workload management. Available on web, iOS and Android, Portal 360 helps firms reclaim 15–20 hours per staff member and achieve 30–50% efficiency gains, improving client experience, lowering costs and supporting sustainable growth.Starting Price: $1/per month -
2
Genesis Risk Monitor
Genesis Risk Monitor
Genesis Risk Monitor is a portfolio risk analytics platform for independant investors, Financial advisors and small funds that provides real-time market data, advanced risk analytics, and fundamental analysis. The platform provides an extended data coverage (Stock, ETFs, FX, Bonds, Funds and commodities), Companies overview (fundamentals, estimates...), Economic indicators, Risk analytics (Scenario analysis, backtesting, VaR, Exposure...) and more. For Financial advisors The platform also provides Client portfolios, Model portfolios and proposal builder.Starting Price: Free -
3
Clearmargin
Clearmargin
Freelancers and small teams don't have a billing problem — they have a juggling problem. One app for proposals, another for time tracking, a spreadsheet for expenses, a third tool for invoices, and maybe QuickBooks because someone said they should. Things slip through the cracks. An invoice goes out late. Hours don't get logged. A cost gets eaten because nobody tracked it. The mental overhead of keeping it all straight is exhausting. Clearmargin puts proposals, time tracking, expenses, invoicing, and payments in one place. Build professional proposals with scope, timeline, and pricing. Track time with a quick-entry strip or running timer. Log expenses and assign them to projects — or split shared costs like software subscriptions across multiple clients automatically. When it's time to bill, generate invoices from project data in one click. Accept credit card and ACH payments directly through your invoices via Stripe Connect at standard processing rates.Starting Price: $14.99/mo -
4
Instant Invoice
Instant Invoice
Instant Invoice is a free online invoice generator built for freelancers, contractors, and small businesses who need to create and send professional invoices without the hassle of complex accounting software. Create polished invoices in seconds with no signup required. Fill in your details, add line items, taxes, and discounts, then download as a PDF or send directly to your client. Support for 50+ currencies makes it ideal for international billing. Choose from professionally designed templates across Business, Freelancer, Tech, Healthcare, and more — available in PDF, Word, and Excel formats. Need it even faster? Use the AI Invoice Generator — simply describe your invoice in plain English and get a ready-to-download PDF instantly. Upgrade to Pro at just $7/month for unlimited invoices, payment buttons, client management, and revenue tracking. Or grab a one-time credit pack from $1 — no subscription needed.Starting Price: $7 -
5
WalletWallet API
WalletWallet
Developer-first REST API for Apple Wallet and Google Wallet passes. One POST returns a signed .pkpass, a Save to Google Wallet link, and a hosted page that shows the right Add button per device. No Apple developer account, certificate, or Google issuer setup. A PUT updates a live pass and pushes the change to both wallets (Apple via APNs, Google via server-side push), and a DELETE revokes it. Supports all pass types and all barcode formats (QR, PDF417, Aztec, Code 128), plus a visual editor that exports the exact API call. Free tier included. Built on Cloudflare Workers for global low latency.Starting Price: $39/month -
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KiwiBooks
KiwiBooks
KiwiBooks is the only AI bookkeeper you can talk to, built for sole proprietors, freelancers, and small business owners. Use Kiwi to handle your books, track every deduction, and keep every entity tax-ready year-round.Starting Price: $15/month/user -
7
BluIQ
SOFTRAX
BluIQ is the only cloud-based subscription management platform purpose built for organizations with complex billing requirements who are looking to take advantage of today’s subscription revolution. BluIQ is designed to help companies with complex billing requirements deploy subscription and as-a-Service billing platforms faster and tailored to their business requirements, providing simpler, quicker, and less costly fully customized solutions to complex billing scenarios. BluIQ automates complex recurring billing, subscription management and revenue analytics, enabling companies to quickly scale, unlock new revenue opportunities and monetize new innovations quickly, across any combination of subscription, usage or consumption-based business models.Starting Price: $2,500/month -
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TIN Comply
TIN Comply
TIN Comply is a vendor compliance platform for IRS TIN matching, EIN lookup, W-9 collection, sanctions screening, B-Notice workflow, reporting, and API integration. It sits between the point where vendor data enters an organization and the point where it becomes an IRS problem, so AP, tax and procurement teams catch bad records before payment, onboarding or 1099 filing. Every check returns the reason, not just pass or fail: name mismatch, wrong TIN type, or invalid TIN, so the outreach asks the vendor for the right correction. When a match fails, EIN discovery finds the number the IRS actually holds, and a guided W-9 portal with field-level instructions, e-signature, automatic reminders and revalidation closes the loop. Bulk files, a REST API and AI assistant connections cover any volume. Plans start at $20 a month with every capability included and no IRS e-Services enrollment required. TIN Comply also publishes free IRS compliance guides and calculators at tincompliance.com.Starting Price: $20/month -
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Sezen Veresiye
Sezen Veresiye
Sezen Veresiye is a Turkish-language desktop accounting and credit management application for small businesses. It allows you to track customer debts (veresiye), manage inventory (stock), and monitor cash flow through a built-in register (kasa) module. Features include customer profiles, product/stock tracking, receipt printing, Excel export, cloud backup via Firebase, dark/light theme support, and a hardware-locked license system. Built with WPF (.NET) and SQLite for fast, offline-first performance on Windows.Starting Price: $18 -
10
billmatic
ujamii GmbH
billmatic is cloud-based invoicing, e-invoicing, and accounting software for freelancers, agencies, founders, self-employed professionals, and small businesses in Germany. The platform helps users create quotes, invoices, ZUGFeRD e-invoices, payment reminders, and DATEV exports in one web-based workflow. billmatic includes customer management, company management, product management, incoming invoice management, invoice history, dunning management, CSV export, automated email import for incoming invoices, and API access for integrations with external systems. The software is built for businesses that want a practical alternative to complex accounting or ERP tools and need a simple way to manage billing, receivables, documents, and accounting preparation. With its API, billmatic can be connected to internal tools, custom workflows, and solutions such as PageBot for chat-based invoice creation. billmatic is developed by ujamii GmbH in Dresden, Germany.Starting Price: $10/month -
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BANKTRUST
BANKTRUST
BANKTRUST is reconciliation-first software that converts PDF bank statements into verified, export-ready data for accounting workflows. It helps bookkeepers and accounting teams process PDF bank statements for cleanup, catch-up bookkeeping, monthly close, and bank reconciliation. BANKTRUST checks statement balances, debits, credits, transaction totals, variance, and data quality before export. Unlike generic PDF converters, it is designed to help users verify whether statement data is ready for the books before importing it into accounting workflows. The platform supports CSV, QBO, and Xero-ready exports without requiring bank login credentials.Starting Price: $29/month -
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FTFactu
Farmatural Farmaceuticos SL
FTFactu is a Windows desktop invoicing software for freelancers and small businesses in Spain. It is designed to help users comply with VERIFACTU requirements while keeping billing data stored locally on the user's computer or local network. The software supports invoices, quotes, delivery notes, customers, products, payments, SEPA direct debit remittances and optional stock management. It also includes billing controls needed for a VERIFACTU-oriented invoicing workflow, such as invoice QR codes and record submission to the Spanish Tax Agency when applicable. Unlike many cloud-based invoicing tools, FTFactu is installed locally on Windows and does not require billing data to be managed in a SaaS platform. It offers a free trial, annual licensing and permanent licensing, without a mandatory monthly subscription.Starting Price: 180 EUR/year -
13
Handl
Dazlab
Handl is billing and project-finance software for digital agencies and freelancers who bill several ways at once. It connects to PM tools (Jira, Linear, Asana, Monday.com, ClickUp) and time trackers (Toggl, Harvest, Clockify, Hubstaff), then drafts each invoice when a milestone completes, a billing period ends or a retainer cycle comes round. Invoices push to Xero or QuickBooks. Handl also tracks project margin, sends payment reminders and forecasts cash flow.Starting Price: $29/month/user -
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TRAPAY
TRAPAY
TRAPAY is a web-based SaaS payment infrastructure platform for online businesses. The software provides payment routing, virtual payment cascade, payment links, online invoicing, provider integrations, API and webhook connectivity, transaction monitoring, anti-fraud and payment quality scoring, analytics, reconciliation and operational reporting. The platform helps merchants manage multiple payment providers from one dashboard, monitor successful and failed transactions, analyse decline reasons, track refunds and chargebacks, automate payment workflows and improve payment approval performance.Starting Price: £250 /month/account -
15
CollectCue
CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.Starting Price: $19.90/month -
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Utilmate
Utilmate
Utilmate is a cloud-based utility billing and customer management platform that helps utility providers automate the entire meter-to-cash process. Designed for electricity, water, gas, hot water, wastewater, and other utility services, Utilmate streamlines meter data management, billing, payments, collections, customer communications, and reporting—all from a single, scalable platform. Trusted by utility providers, embedded networks, body corporates, residents' associations, property managers, and billing agents across Australia, New Zealand, North America, and the United Kingdom, Utilmate reduces manual administration, improves billing accuracy, and delivers a better customer experience. With flexible pricing, seamless integrations, customer self-service, and powerful automation, Utilmate enables organisations to scale efficiently while remaining compliant with evolving industry requirements.Starting Price: $0.60 -
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EasyFinancialModels
EasyFinancialModels.com
EasyFinancialModels is a free financial model generator that turns your assumptions into a fully formula-linked, editable Excel model — income statement, balance sheet, cash flow, DCF valuation and IRR — for SaaS, startups and small businesses. It also builds cashflow forecasts, DCF valuations and free-cash-flow models, monthly, quarterly or annual, for 3 to 25 years.Starting Price: $0 -
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InvoiceSent
InvoiceSent
InvoiceSent is an innovative cloud-based invoicing platform for freelancers, consultants and small businesses. Create professional invoices, manage clients, accept payments and track your finances in one place. Features: · Branded invoices with logo · Live invoice preview · VAT, GST and sales tax calculation · Duplicate and recurring invoices · Stripe and PayPal payment links · Automatic and manual payment tracking · Sent, paid, unpaid and overdue statuses · Payment history and balance tracking · Revenue and overdue balance overview · Client profiles, search and statements · Quick-add clients · Multi-business support · Shareable invoice links · No client login required · Payment reminders · Product catalogue and reusable items · Prices and tax rates · Quote support · Tax summaries and filing periods Designed to be simple by default, InvoiceSent keeps invoices, clients, payments, tax information and overdue balances organised without unnecessary complexityStarting Price: $10/month/user -
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flatpass
flatpass
flatpass sells Discord roles as subscriptions, set up in four steps: add the bot, connect your own Stripe account, pick a role, set a price. Members pay on an invite page in your server's own look, or from a price card pinned in the server, and get the role the moment payment clears. It comes off when the subscription ends, is refunded or charged back. Payments are Stripe Connect direct charges on the seller's own account. You are the merchant of record, money lands on Stripe's normal payout schedule, and flatpass never touches it. Authorization runs through Stripe Connect, so flatpass never asks for an API key. Pricing is a flat monthly fee, never a percentage of sales: free up to 15 paid members, then from $29/month. One account covers every server you run, with paid members counted across all of them together. Already selling elsewhere? Run flatpass alongside it and move members over as they renew. Discount codes work at checkout.Starting Price: $29/month -
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PostGate
QodeSphere
PostGate is a WordPress paywall and content monetization plugin for creators, publishers, educators, consultants, and professional content businesses. It can protect an entire website, post types, categories, taxonomies, individual posts and pages, or specific Gutenberg blocks. Website owners can sell access through one-time payments and recurring subscriptions, with both options available on the same paywall. Additional features include content previews, login-only protection, role-based access, order management, subscription synchronization, sandbox testing, and configurable currency settings. Payments are processed securely through Stripe-hosted Checkout. PostGate works directly inside WordPress and does not require WooCommerce or a separate membership platform. The plugin is free to install, with a 5% platform fee applied only to successful transactions, in addition to Stripe processing fees.Starting Price: $0 -
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Facturel
Facturel
Facturel is an Argentine e-invoicing and business management system, and it is free: no credit card, no expiry. You issue A, B and C invoices and credit notes with an ARCA (formerly AFIP) CAE through the official web services, from the web portal or by writing to FacturIA, its AI assistant, with a message or a WhatsApp voice note. FacturIA shows you the document and waits for your confirmation before requesting the CAE. Around the invoice, Facturel keeps the business in order: customers, products, unlimited quotes, collections and account statements, expenses and an appointment calendar. Invoices go out as a branded PDF emailed to your customer. Connecting to ARCA is a one-time guided setup. Optional add-ons (reports, Mercado Pago payments, ARCA withholdings) are billed monthly and can be cancelled anytime. With a disability certificate (CUD), the full system is free through the Facturel Accesible program.Starting Price: Free; Pro ARS 9,990/month -
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SoloDesk
SoloDesk
SoloDesk is Swiss AI-native accounting software for businesses and fiduciaries. Upload a receipt, invoice or bank statement — SoloDesk posts the journal entries, tracks VAT in real time, and updates your dashboard. No accounting knowledge required. Key features: live dashboard (cash position, receivables and outstanding bills), QR-bill invoicing with quotes and credit notes, three-level payment reminders for overdue invoices, bank reconciliation (CAMT.053 or PDF), real-time VAT tracking, and live P&L and balance sheet. Available on desktop and mobile, in German, French, Italian and English. Plans: Free CHF 0 / Mid CHF 29 / Full CHF 59 per month. Start free today at solodesk.ch — no credit card required.Starting Price: 0 CHF -
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Duevero
Duevero
Duevero is simple invoicing and profit-tracking software for freelancers, consultants, contractors, and solo service businesses. Create estimates and invoices, manage clients, track expenses, monitor invoiced, collected, spent, and profit totals, follow up on overdue work, and accept eligible invoice payments through your own connected Square account. The free Basic plan includes up to 10 active clients, 10 invoices per month, 5 estimates per month, one workspace, expense tracking, and raw CSV exports. Duevero Pro is $12/month and adds unlimited clients and invoices, 2 workspaces, recurring invoice templates, reports, time tracking, formatted and accountant-ready exports, an overdue and reminders workspace, and branded invoices with your logo. Duevero is designed to be lighter and easier to use than a full accounting suite, giving independent service businesses one straightforward place to manage the client-money workflow from estimate to invoice to payment and profit.Starting Price: $12/month -
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Invoice Manager for Excel
Uniform Software Limited
Invoice Manager for Excel transforms standard spreadsheet templates into a powerful, database-backed billing system. Built on a robust .NET and WPF architecture, it seamlessly integrates with Microsoft Excel, connecting customizable front-end worksheets to a secure database. Users retain the design flexibility and calculation power of native Excel formulas while automating essential accounts receivable workflows. Key Features: 400+ Templates: Customizable layouts for invoices, quotes, and purchase orders. In-Cell Smart Pickers: Instantly search and retrieve client profiles and product data. Audit Controls: Automated sequential invoice numbering. Unified Workflow: One-click PDF export and direct email integration. Receivables Tracking: Built-in payment logging and aging reports to manage cash flow. Deployment Options: Available via multi-device subscriptions on the Microsoft Marketplace. A lite version is also available as a free web add-in.Starting Price: $5.99/month/user -
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Motorica.io
Motorica.io
Motorica.io is cloud-based business management software and a digital office for self-employed professionals, tradespeople, service companies and small businesses in Germany. It connects work from quote to payment: create quotes, invoices, XRechnung and ZUGFeRD e-invoices; manage customers, receipts and documents; reconcile bank transactions and open items; and prepare VAT data plus DATEV and CSV exports for tax advisors. Teams can manage employees, schedule jobs and locations, and record time, services and expenses for billing. MIRA, Motorica.io's AI document assistant, analyzes invoices, receipts and official letters, summarizes their content and helps users understand what needs attention. The interface is available in German, English, Turkish, Arabic, Polish, Ukrainian, Russian, Romanian, Italian, Croatian, French and Spanish. Motorica.io runs in the browser, as a progressive web app and as an Android app. A 7-day free trial is available without a payment method.Starting Price: €59 per month -
26
Shareflo
Shareflo
Shareflo is cap table and share scheme software for UK companies. Shares, options, vesting and documents live in one record, with self-service portals for employees and investors. It runs EMI schemes end to end: pre-drafted rules and award agreements, grants, vesting, exercises and leavers. Filings are outputs of the same record — SH01s, ERS returns and share conversions, kept in step with Companies House and HMRC. Every award keeps its approval record and documents, dated when it happened rather than reconstructed years later, so diligence is an export rather than a fortnight of archaeology. Your finance, HR and legal teams get their own logins with role-limited access. Flo, the built-in AI agent, advises on share schemes and compliance, and can carry out actions on your confirmation. An MCP connector lets you query and update your cap table from Claude. Free up to 20 stakeholders, no minimum term, full data export any time — including if you leave.Starting Price: £5 -
27
biosuite
biosuite ApS
biosuite is procurement and spend management software built for small and growing biotech companies. biosuite ApS offers the platform to teams whose external spend often starts with CRO agreements, CDMO contracts or consulting SOWs. It connects contract values, purchase orders, approvals and invoices into one view. Budget owners, R&D leads and finance teams see committed spend, invoiced spend and remaining value before the full picture appears in the accounting system. AI-assisted contract reading extracts vendor details, dates, currency and payment milestones, then deletes the uploaded file. Structured PO approvals, suggested invoice-to-PO matching and receipt confirmation add financial control. The Advanced plan includes 3-way matching and ERP-mapped export. Workspace data is EU-hosted and encrypted, with external pen testing by Aikido Security. A free Starter plan is available with no time limit.Starting Price: $0 -
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PSVTracker
PSVTracker
PSVTracker is portfolio tracking software for investors whose money is spread across public markets and private deals. Most personal finance apps stop at brokerage and bank accounts. PSVTracker covers the rest: real estate syndications, private equity and venture funds, direct property, crypto, precious metals, homes, vehicles, cash and liabilities, tracked next to connected brokerage accounts. It calculates XIRR, TVPI, DPI, RVPI, cash-on-cash, equity multiple and CAGR automatically, per investment and across the portfolio. It compares expected vs. actual performance against sponsor projections, tracks every capital event including contributions, distributions and return of capital, handles nested entities and partial ownership percentages, and marks K-1s received or pending. Bank and brokerage connections run through Plaid. Data is encrypted in transit and at rest on AWS. Read-only sharing with a CPA, spouse or advisor. Free plan available, no credit card required.Starting Price: $25/month -
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Finrely
Finrely
Finrely is a SaaS financial reporting and FP&A platform for founders, finance teams, fractional CFOs, and accounting firms. It connects read-only to QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe to produce P&L, balance sheet, cash flow, dashboards, and board packs. Users can drill into source accounts and analytic dimensions, review data-quality scores, build budgets and driver-based forecasts, compare actuals with plans, and assess prior forecast accuracy. Pro and Advisor plans support multi-entity management consolidation (not statutory), intercompany eliminations, multi-currency translation, and scenarios. AI features summarize changes, risks, and opportunities and answer questions using connected financial data. Reports can be exported to PDF, XLSX, and CSV.Starting Price: $79/month -
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InvoiceParser Pro
InvoiceParser Pro
InvoiceParser Pro captures invoices and bills for finance teams. Upload digital or scanned PDFs and photos, or use email intake. It extracts header fields and line items, checks the arithmetic and flags mismatches for review. Excel exports contain line items; CSV exports contain one row per invoice. Paid plans push approved bills to QuickBooks Online, Xero or Zoho Books. Clients are folders in one workspace, with one accounting connection per provider. Client folders do not connect to separate accounting companies. Free includes 25 invoices a month and one user. Starter is $79/month for 200 invoices and three users; Team is $249/month for 1,000 invoices and unlimited users; Scale is $599/month for 5,000 invoices and unlimited users, with REST API access. Enterprise is available by enquiry. The 14-day trial includes 50 invoices, with no card required. A separate no-signup invoice-to-Excel tool allows up to three invoices a day per browser.Starting Price: $79/month
