Best Finance Software - Page 40
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InvoPlanner
Digital-e UG (haftungsbeschränkt)
InvoPlanner helps freelancers, self-employed professionals and small agencies create quotes and invoices in the browser. It includes customer and product records, orders, delivery notes, advance and partial invoices, final invoices, payment tracking and reminders. Users record incoming payments manually and see outstanding balances. Invoices can be exported as PDF, ZUGFeRD and XRechnung. The interface and invoice documents support German and English. The permanent free Starter plan includes five invoices per month, four customers and one user. No credit card is required. Paid plans start at EUR 4 per month and increase usage limits. Recurring invoices, scheduled email delivery, reporting and additional users depend on the plan.Starting Price: Free; paid from EUR 4/month -
2
ChaseQueue
ChaseQueue
ChaseQueue is automated quote and invoice follow-up software built for service businesses that want to stay consistent without manually remembering every reminder. Teams can create a chase for an open quote, estimate, or unpaid invoice, choose the customer and relevant details, and let ChaseQueue send scheduled follow-up emails using customizable business identity and message templates. Users can view active and completed chases from one dashboard, see upcoming follow-ups, track replies and outcomes, and pause or stop a chase whenever the situation changes. ChaseQueue is designed to complement existing invoicing and bookkeeping workflows rather than replace them, focusing specifically on the repetitive customer follow-up that often gets delayed or forgotten. New users can send their first 10 chases free with no credit card required.Starting Price: $79/month -
3
CollectX
Code First IT Hub
CollectX is a debt-collection and call-center CRM for teams handling collection workflows. It provides role-based modules for administrators, managers, tele-callers, field team leads, and back-office staff. Call-center tools include manual, auto, power and IVR calling, call recordings, dashboards, MIS reporting, feedback forms, and pickup generation. Field operations include customer address navigation, visit and calling history, contact details, team tracking, visit feedback, and WhatsApp sharing. Back-office functions cover semi-automated distribution, reminders, employee lifecycle processes, attendance, incentives, payroll, petty cash, assets, and report exports. Managers can monitor activity through dashboards and live field tracking; the system also generates liner PDFs, client ID cards, and biodata. Plans are priced by team size rather than per user, with tiers for teams up to 20, 50, 100, and unlimited users.Starting Price: ₹9,000/month -
4
Soluqube
Soluqube
Soluqube is a revenue-recognition application for finance teams and audit professionals reviewing contract-based revenue. Users confirm performance obligations and standalone selling prices, then calculate relative-SSP allocations and generate full-term schedules for ASC 606 and Ind AS 115. For INR contracts, Soluqube separates 18% GST from revenue before amortization. Its review workspace links obligations to contract clause excerpts, and exports include schedules, evidence workpapers, and SHA-256 integrity hashes. The calculation engine uses integer arithmetic with cent rounding and assigns residual cents to the final schedule period so deferred revenue reaches zero at term end. The product offers single-contract audits, a hosted subscription with ERP-ready schedule exports, and custom on-premise deployments. Live ERP connectors and contract-modification accounting are not yet available.Starting Price: $499 one-time -
5
Fedix
Tax7 R&D
Fedix is a cloud platform for Australian accounting and tax practices, combining practice management, accounting preparation and a Windows desktop AI assistant. Practice Manager manages client records, jobs, time, billing, engagement letters, document collection, e-signatures and communications. MyLedger imports bank statements and accounting data, uses AI to suggest transaction coding and reconciliation, supports GST and BAS preparation, and produces working papers and draft financial reports for accountant review. It syncs with Xero and supports MYOB data imports. FediPilot works within supported tax and accounting applications to organize client files, prepare workpapers and draft returns for review. Fedix does not lodge returns; practitioners review the work and file through lodgement software. Practice Manager and MyLedger plans are sold separately or together; FediPilot beta access is available to subscribers.Starting Price: A$249/month -
6
PaidInvoice
PaidInvoice
PaidInvoice is invoicing and business administration software for freelancers, sole traders, agencies, and small businesses. Users can create branded invoices, including AI-drafted invoices, track paid, outstanding, and overdue payments, and send payment reminders. Clients can pay through online invoice pages. PaidInvoice also supports billable-time tracking and recurring invoices.Starting Price: $9.99/month -
7
CT600Filing
Swift Catalyst Ltd
CT600Filing is online Corporation Tax filing software for UK limited companies and accountancy practices. It guides users through a CT600 return, calculates Corporation Tax as figures are entered, and supports supplementary schedules such as capital allowances and R&D claims. The service generates iXBRL accounts using FRS 102 or FRS 105, or accepts accounts prepared elsewhere, then submits CT600 returns to HMRC and annual accounts to Companies House through their filing gateways. Users can prepare returns before paying, with one-off pricing per accounting period and plan options based on company size; accountant credit bundles are also available. A multi-company workspace provides filing status, deadlines, and submission history for client or group entities. The product runs online without desktop installation and serves company directors, bookkeepers, accountants, and tax professionals handling UK Corporation Tax filings.Starting Price: £49/filing -
8
AgentaOS
Aristokrates OÜ
AgentaOS is a merchant-of-record platform that lets AI agents and online sellers manage digital-product payments. Through Claude, ChatGPT, Cursor or its CLI, SDK, API and MCP server, sellers can create products and subscriptions, issue checkout links, accept card payments, offer discounts, and manage invoices and payouts. AgentaOS is the seller for each transaction and handles applicable VAT and sales tax, customer invoicing and chargebacks. Hosted and embedded checkout options support recurring and one-time sales. The service supports eligible sellers in 86 countries and buyers in 190+ countries; some individuals can receive payouts without setting up a company abroad, subject to available payout routes and review. Every account includes Pricing Intelligence, which tests a seller’s offer, scores pricing out of 100, and recommends changes. A free-to-start plan has no monthly fee; transaction and payout fees apply.Starting Price: 4.5% + €0.50/sale -
9
BizBahi
Hybrid Computer and Electronics
BizBahi is a GST billing and inventory app for small Indian shops, including kirana, medical, mobile, hardware and garment stores, and small wholesalers. Create GST tax invoices with automatic CGST/SGST or IGST, HSN codes and GSTINs. Print receipts on 58 mm or 80 mm thermal printers, or share A4/A5 PDFs on WhatsApp with a UPI QR code showing the exact amount due. Stock updates with each sale and purchase; barcode scanning and low-stock alerts help track inventory. Customer and supplier dues (udhaar khata) are linked to bills. Monthly GSTR-1 and GSTR-3B helper sheets support work with a CA. AI can draft purchase entries from uploaded supplier bills. Billing works offline on Android and syncs with the web app. New accounts start with a 30-day trial, followed by a limited Free plan or paid monthly, yearly or lifetime licenses. BizBahi does not generate e-invoices (IRN) or e-way bills and is not a full double-entry accounting package.Starting Price: ₹0 -
10
InvoiceKoi
Fang Ventures Private Limited
InvoiceKoi is an invoicing app for self-employed tradespeople, freelancers and small service businesses. It lets users create invoices, estimates and receipts; save client records and a price book; add business branding; and share documents as PDFs. Other features include time tracking, job details, recurring invoices and receipt scanning. Core invoicing and PDF creation work offline; AI features, cloud backup and payment collection require an internet connection. Paid subscriptions provide unlimited invoicing, and an Android app is available.Starting Price: $99.99/year -
11
Ochre
Ochre
Ochre is a native invoicing app for iPhone, iPad, and Mac. One plan covers every business you run on every device signed into your Apple Account, with no per-device, per-business, or per-seat charge. Create quotes, invoices, and credit notes. Record purchase orders, bills, and expenses with receipt photos, and track your time. Tax packs for 20 markets handle GST, VAT, and sales tax. The app works with multiple currencies and offline, and has been tested with VoiceOver. No account is required. Your books stay on your device, and optional sync goes through your own iCloud, never Ochre's servers. Ochre is not full accounting software. Start with a 7-day free trial, then choose Ochre Pro monthly, yearly, or as a one-time Lifetime purchase.Starting Price: $11.99/month -
12
PayinGlobal
PayinGlobal
PayinGlobal is a browser-based financial productivity workspace for individuals, freelancers, founders, and small businesses. It brings together reusable templates for budgeting, cash flow, invoices, planning, and reports; invoice creation and client records; expense tracking and budgeting; and calculators for business, tax, loan, and personal-finance tasks. Its bank statement converter turns supported PDF statements into structured CSV or Excel files for review or import, while currency tools provide exchange-rate conversion and alerts. Users can organize recurring financial work in one online workspace, export financial data, and use the tools without installing desktop software. Plans differ in user count, access to tools, and limits on invoices, statement pages, alerts, and exports.Starting Price: $7.99/month -
13
Bukuzi
Carriage
Bukuzi is a bookkeeping assistant for small businesses and self-employed operators that use WhatsApp to record day-to-day finances. Users can send text messages, voice notes, or receipt photos to log sales and expenses, track outstanding customer balances and bills, and review monthly profit summaries. The service is designed for users who want to keep basic business records through messaging rather than a separate bookkeeping app. Accountants and bookkeepers can use a dashboard to review client books, identify records needing attention, and export data to spreadsheets or accounting software. Clients connect their books to an accountant using a linking code. The product supports English, French, Swahili, Spanish, and Portuguese and works with multiple national currencies. Its Mexico workflow can read CFDI invoices in XML or PDF format.Starting Price: $5/month -
14
LuckPanda
Vynara Technologies
LuckPanda is a browser-based business app for small businesses and freelancers. Sales creates quotes, invoices, pro forma invoices, receipts, credit notes, sales orders, recurring invoices, payment links and reminders in multiple currencies, with country-specific tax formats. CRM manages clients, contacts, leads and pipelines. Finance supports payments, accounting, banking and reports. Compliance covers GST, e-invoicing, e-way bills and verification. Purchasing and Inventory are in development; planned tools include vendor and purchase-order workflows, bills, item and warehouse records, and stock movements. Drafting, editing and branded PDF downloads are free; paid modules are required to issue or send documents, collect payments, or download clean PDFs. The REST API and MCP server support authorized searches and drafts; people approve external actions. Free tools include invoice, quote and receipt generators, GST, VAT and sales-tax calculators, and GSTIN and IBAN checkers.Starting Price: $2.99/module/month -
15
OrdoGrid
OrdoGrid
OrdoGrid is a web-based invoicing and business-document platform for freelancers and small businesses, with a focus on Belgian invoicing and Peppol. Users can create and manage quotes, invoices, payment requests, receipts and credit notes, convert quotes to invoices, send documents by email, and track Peppol delivery acknowledgements. The platform also provides customer records, payment links, bank-statement import and payment matching. For project work, users can organize tasks on Kanban boards, track time by project, and synchronize tasks with Google, Outlook or Apple calendars. A REST API is available on the Business plan. OrdoGrid offers a permanent free plan for receiving unlimited Peppol invoices and sending one monthly, plus paid subscriptions with additional document, project and payment features.Starting Price: €9/month -
16
UQPAY
UQPAY
UQPAY is a cloud-based payments and financial operations platform for businesses, merchants, and software providers. It combines online and in-store payment acceptance with multi-currency accounts, currency conversion, cross-border transfers, and virtual card issuance. Users can collect, hold, convert, transfer, and spend supported currencies through a shared dashboard. Payment acceptance is available through hosted checkout, plugins, APIs, and webhooks; account and card APIs support embedded finance and software integrations. The platform also provides transaction records and reconciliation tools. Use cases include international commerce, supplier payouts, business spending, retail payments, and adding financial features to software products. Availability, supported markets, payment methods, and fees depend on customer eligibility, configuration, and the applicable UQPAY entity.Starting Price: $0/month -
17
NorthBooks
NorthBooks
NorthBooks is web-based bookkeeping software for Canadian freelancers, consultants, side businesses, sole proprietors, and incorporated small businesses. It combines invoicing, client and product records, expense and receipt tracking, bank-statement imports, mileage, time and project tracking, and GST/HST/QST records. Users can review invoice status, tax amounts and remittances, and CRA filing deadlines. Features also include payroll with T4/T4A support, T1 and T2 summaries, read-only accountant access, and CSV, PDF, GIFI, and T2 XML exports. A free plan supports basic bookkeeping, while paid plans add expanded invoicing, reporting, tax workflows, and other tools. NorthBooks helps organize records for self-filing or accountant handoff; it does not file tax returns or replace professional tax advice. Plans serve owner-operated businesses and small teams in Canada.Starting Price: $9/month -
18
Switchbooks
Switch Holdings, LLC
Switchbooks is AI bookkeeping software for US small businesses and accountants. It connects bank and credit card accounts through Plaid and supports QuickBooks, CSV, and Excel imports. Users can categorize and post transactions, create journal entries, apply payee rules, reconcile statements, and view financial reports through conversation. Reports include profit and loss, balance sheets, cash flow, and general ledgers, with combined reporting across companies. Switchbooks works in the browser and connects to ChatGPT, Claude, Cursor, Grok Bot, and compatible Model Context Protocol clients. It costs $25 USD per company per month, with all features included and a 10-day free trial that requires no credit card.Starting Price: $25/company/month -
19
Reportly
Reportlyai Inc.
Reportly is financial reporting software for small and mid-sized businesses: it connects to your accounting system and turns the ledger into monthly packs, management reports, budgets and forecasts. Most small and mid-sized companies have their bookkeeping done and their finance management not done. Missing is a monthly view of where the business stands, a plan that is tracked, and a view of the cash ahead. Where a good finance person exists, the pack is built by hand in Excel and PowerPoint, so it comes late and looks different every month. Reportly is the routine a good CFO runs, as software on top of the accounting system. Every month it delivers the finished management pack in the format you want: your own PowerPoint as the template, or a pre-made pack built for your kind of business. Mapping is tied to the account, not its name, and any new or changed account lands in a review list before the pack goes out.Starting Price: $99/month -
20
OwnChecks
Sekhem Holdings I
OwnChecks is Windows desktop software for printing business and personal checks on blank or pre-printed check stock. It prints a customizable MICR line, logo and signature, and includes an account and payee manager with a check register, backup and restore, spending reports, a PIN lock and an activity log. Users can print individual checks or batches, schedule recurring checks, duplicate prior checks, and export issued-check data for Positive Pay. The software imports check data from CSV files, QuickBooks Desktop IIF files and Quicken QIF files; these are file imports rather than live accounting connections. It supports Windows 10 and 11 and stores check records locally on the computer. A free trial prints checks with a VOID watermark. The first-computer license is a one-time purchase, with add-on licenses available for additional computers.Starting Price: $50 one-time -
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INSYNCR
INSYNCR
Still building your monthly reports by copying numbers from Excel into PowerPoint? INSYNCR does it for you. This PowerPoint plugin links the charts, tables and text on your slides to live data in Excel, SQL Server, SharePoint, Google Sheets, Salesforce and more. When the numbers change, refresh once and the whole deck updates. Automated reporting without leaving PowerPoint. Send a report to every client? Build one template and INSYNCR creates a separate PowerPoint, PDF or MP4 for each client, fund or region in one click. A hundred client reports take minutes, not days. Negative returns turn red on their own, slides show or hide by rule, and mail merge personalises each one. Made for finance teams, asset and wealth managers, private equity, consultants and research firms who live in monthly packs, board reports, fund factsheets and client reports. Installs in five minutes as a tab in PowerPoint on Windows. Free 7 day trial, no credit card.Starting Price: $ 113.53/user/month -
22
Wylth
A3 Tech (India)
Wylth is a mutual fund software platform for mutual fund distributors (MFDs) in India. It combines a configurable dashboard, CRM with Excel-style filters, a multi-client transaction cart for mutual-fund purchases, switches and redemptions, an Investor App, Research 360 (MF Screener, Market Signals, MF Compare and Baskets), Wylth AI, Client Pulse churn alerts, brokerage and net-sales reports, scheduling and client-engagement tools. Distributors can import external national-distributor holdings and manage client records, transactions and reporting in one place. The multi-asset platform also includes fixed deposits, pre-IPO investments, insurance and loans, with portfolio reporting, BSE StAR MF, NSE MF and MFU integrations, and white-label customer portals and mobile apps.Starting Price: ₹10,000/month -
23
E-Splice
E-Splice LLC
E-Splice is a hosted business software suite that combines customer relationship management, marketing, enterprise resource planning, point of sale, accounting and integrations in one workspace. Its Basic plan includes these core apps and a hosted WordPress/WooCommerce website; Premium adds warehouse management, time tracking, staff scheduling and business intelligence, while Team adds document management. Team also includes the Service Portal for field-service dispatch and technician workflows. Shared customer, product, staff and location data supports leads, estimates, orders, inventory, invoices, store sales, warehouse fulfillment and payroll exports. Plans are priced by location or user seat. Browser-based apps run on computers, phones and tablets, helping small businesses, retailers, distributors and service companies manage core operations from one account.Starting Price: $12.99/month -
24
InvoiceQuick
InvoiceQuick
InvoiceQuick is an online invoicing and billing application for freelancers and small businesses. Users can create invoices and estimates, convert estimates into invoices, manage client records, and track invoice views, payments, and overdue balances. The service supports recurring invoices, automated payment reminders, configurable late fees, and a client portal for reviewing invoices and payment history. Payment options include Stripe, PayPal, ACH, checks, and external payment links. Additional tools cover expense and income tracking, tax settings, financial reports, invoice templates, multiple currencies, and spreadsheet exports in CSV, XLS, and XLSX formats. The product is available through the web and mobile apps. A free invoice generator and a 30-day trial of the subscription service are also offered.Starting Price: $19/month -
25
ViperJob
OneBazaar
ViperJob is a quoting, invoicing and job-management app for tradespeople. It turns a spoken job description into priced quote lines using a saved price list, adds VAT and creates branded PDF quotes that customers can view and accept online. Users can track jobs from quote through payment, including deposits, part-payments, receipts and overdue invoices, and issue invoices with payment links. The app also includes customizable document templates, customer signatures, job photos, scheduling and reminders, job maps and mileage, VAT totals, per-job profit reporting and exports to accounting software and spreadsheets. Designed for trades such as handymen, locksmiths, electricians, plumbers, cleaners and installers, ViperJob supports offline work and is available for Android phones, tablets and Chromebooks.Starting Price: £8.99/month -
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Mend
Mend
Mend is an enterprise-grade patient engagement and telehealth platform designed to help healthcare organizations profitably scale their practice and care for more patients. Founded in 2014, Mend is on a mission to revolutionize healthcare delivery so that every patient can receive extraordinary care. Mend makes it easy for healthcare providers to securely and efficiently communicate with their patients and colleagues, without concerns of violating HIPAA compliance or misplacing patient information. Mend provides integrated in-office and virtual care experiences for over 100 specialties with more than 5 million patients. Mend's comprehensive platform works hand-in-hand with all major EHR and PMS software to facilitate more than 400,000 telehealth visits per month, increase patient satisfaction by up to 23%, reduce no-show rates as low as 4%, radically improve staff productivity, and help providers drive more revenue through better patient attendance. -
27
Parsley
Parsley Software
Replace lists and spreadsheets with Parsley, a restaurant software for chefs. Parsley removes the guesswork out of running a restaurant with its comprehensive features. Chefs can calculate costs with Parsley's cost control feature. Parsley allows chefs to automate their cooking plans and translate them into purchase orders by using their suppliers' standard measurement units and package sizes. Parsley also automates the creation of inventory sheets based on the chef's recipes and orders.Starting Price: $35.00/month -
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Computer Market Research
Computer Market Research
Automate channels, revitalize partner relations, and drive mutual bottom with Computer Market Research, an automated channel management solutions. Computer Market Research's channel management solutions eliminate expensive and confusing management of high-volume partner data feeds. Computer Market Research also provides a comprehensive view of price adjustment programs such as marketing, rebates, and more. Our client/server and web-based solutions accelerate and automate distributor and reseller data collection, processing, analysis, and reporting. Computer Market Research provides a wide array of channel management applications which improve and solidify partner loyalty. Our Software-as-a-Service (SaaS) solutions will help cut the clutter and chaos of your sales channels. With automation, you can seamlessly capture unrealized revenue, standardize POS and inventory data, easily manage sales and marketing programs, increase partner enablement, collaborate on marketing initiatives, close -
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Khaos Control Cloud
Khaos Control
Streamline your business's stock control, order processing, CRM, and accounting with Khaos Control Cloud, a cloud-based enterprise resource management (ERP) solution. From stock control, multichannel order processing to integrated ICAEW accredited accounting, our system puts businesses in control, by delivering laser-focused clarity. Khaos Control Cloud is suitable for SME's across all industries and is designed to work on-the-go from both desktop and mobile devices. Simple and informative, the system features sales functionalities that enable users to track stock levels across multiple sites, manage promotions, and more.Starting Price: £40.00/month/user -
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Decisions
Decisions
Decisions Platform is a no-code business automation solution that focuses on data handling, process automation, and business rule execution. Complete with a rule engine, workflow engine, form designer, report and/or dashboard builder, open API and SDK, the Decisions Platform offers a comprehensive business process management solution for large enterprises and software company partners. Built and tested using visual, drag and drop no-code design technologies, Decisions helps organizations manage and automate a number of business processes in a seamless and efficient way.Starting Price: $4839.00/month
