Best Finance Software - Page 52
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AuditGenius
Indecomm Global Services
AuditGenius™ from Indecomm is AI-powered loan quality control and audit automation software for mortgage lenders, servicers, and mortgage insurers. When your QC automation is complete, you start your audit at the finish line. Every defect arrives already found, scored, and cited, and your auditors still call every shot. Any finding can be overturned. Every file closes on their word. Run pre-funding QC, post-close audits, servicing audits, and compliance reviews from one platform. The AI is built on 1,400+ pre-mapped mortgage documents that expedite data capture and analysis, 25+ years of QC experience and 4+ years of AuditGenius QC data, 1.1 million loan audits a year, and 75,000 users who continually sharpen its QC reasoning patterns. Available as licensed enterprise software, a shared platform, or an outsourced program that Indecomm runs for you.Starting Price: Talk to sales -
2
Karlia
Karlia
Complete CRM software for customer monitoring, invoicing, accounting and projects. Need to save time and automate? Karlia: a software, adapted to all your needs, powerful functionalities but very simple. All-in-one CRM software, invoices, automated accounting, time and projects. CRM - Gain visibility on your pipelines. Manage your prospect and customer business cycles. Create custom fields. Add views to the directory. Edit quotes and invoices in one click. Create quotes in your opportunities. Turn them into invoices. Purchase order, delivery note and stock. Simplify your expense and supplier management. Add expenses with your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Do the automatic bank reconciliation. Easily export accounting entries. Connect with your customers. Communicate with your customers. Share business documents. Have your proofs validated.Starting Price: $17.70 per user, per month -
3
ACH Universal
Treasury Software
Easily create & transmit. Ach and positive pay files. Have you been asked to create an ACH (NACHA) file to send to your bank? ACH Universal™ helps you create ACH files for: Direct deposit for employees. Collections from customers. Payments to vendors and government agencies. Consolidating funds between accounts in different banks. Compatible With In-House Systems. ACH Universal can create ACH files from: QuickBooks - direct integration. Excel and comma delimited (csv) files. All major accounting packages, including Peachtree, Microsoft Dynamics GP/NAV/AX, Sage, ACCPAC, Macola, Epicor, Lawson, JD Edwards, SAP, MAS 90/200/500, PeopleSoft and even Oracle Financial's. Any legacy systems that can export to Excel or a csv file. ACH files created with ACH Universal are 100% compatible with your bank. ACH software is updated regularly to insure compliance with all regulations and standard entry class codes. In fact, Treasury Software is a NACHA Preferred Partner.Starting Price: $19.95 per user, per month -
4
Ignite Procurement
Ignite Procurement
It’s easier than ever to rethink procurement with a new, advanced spend management standard. Ignite empowers everyone to take the guesswork out of procurement and surge ahead with clarity and responsible decisions. Ignite provides a complete set of cloud solutions to streamline your spend across the full range of strategic procurement activities and gives you the visibility and insights you need for more intelligent, responsible, and efficient procurement decisions. Ignite provides a one-stop-shop to: - Consolidate, clean, and enrich your data - Get advanced no-code procurement analytics - Holistically manage your suppliers and contracts - Drive sustainable decisions and actions With a unified solution for your spend management needs, you eliminate silos and bring strategic procurement to the forefront. -
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MoneypexPk
MoneypexPk
Easy To Use Best Accounting Software in UK. Create unlimited Invoices and Bills, Bank Reconciliation, Smart Scanning & ALL premium features included. Recognized By HMRC. Moneypex is an HMRC compliant best accounting software to file your VAT returns online in the UK. Customers can submit their returns online through the click of a button. Simple, Affordable and Fast! Why Moneypex? We simplify your bookkeeping with unique and powerful feature to transform the way you work with best accounting software in the UK. Data Protection. A highly secure, fully encrypted and impossible to hack software will not let anyone see your data, without your permission. Friendly Interface. More than 90% of our users find Moneypex easier to use when compared with others. Zero accounting knowledge is required to operate our simplified software. Cloud Backup. No need to worry about data loss anymore. Your data is stored and backed up regularly in secure cloud. 24/7 Support.Starting Price: $14.99 per user, per month -
6
Stunning
Stunning
Recover more failed payments on Stripe with Stunning. Built from day one to help you keep more of your customers, Stunning is the leader in failed payment recovery for subscription businesses using Stripe. And that just scratches the surface of what Stunning can do. Stunning makes it easy to get in touch with customers and keep your revenue flowing. We can even help you to recover revenue without sending a single email/notification to your customers. Whatever the best revenue recovery method is for the situation, we’ve got you covered. Stay in the know about your failed and recovered payments. With Stunning, you’ll have access to a wide array of data, communication tools and updates to ensure you’re always up to speed. Automatically keep customers informed for the lifetime of their subscription with perfectly timed, fully customizable emails for important events such as subscriptions starting, trials ending, upcoming charges, transactions, cancellations and more.Starting Price: $100 per month -
7
MagicPay
MagicPay Merchant Services
Credit Card Processing & Merchant Services Simplified. Complete Payment Processing Solutions For Your Business Established in 2012, MagicPay Merchant Services has been providing merchant account services to thousands of merchants worldwide. Our credit card processing, ACH and eCheck solutions, along with our point-of-sale systems will support your business every step of the way, building successful business environment. Free EMV Terminal. Get a FREE credit card terminal, works with Dial-Up or Ethernet connection. Point-of-Sale Systems. Manage your business like a pro. Retail & restaurant POS solutions. Wireless Terminals. Take payments anywhere, with on-screen signature capture. Mobile Payments. Accept payments using your smartphone or tablet with our Bluetooth card reader. Online Payments Virtual terminal, recurring billing, electronic invoicing & E-Commerce. Multi-Currency Processing. Accept payments in 120+ currencies and settle in USD.Starting Price: $15 per month -
8
Edda
Edda
Edda is the only end-to-end solution for venture capital and private equity. Discover specialized intelligence for your investments through integrated Dealflow, Portfolio Management, CRM, AI, and Investor Portal apps. -
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MTDsorted
MTDsorted
We want to make digital tax simpler. The HMRC compliant accounting software without the cost. Trusted by 700+ companies to manage their digital tax. Calculate your VAT. See your submission history, add your purchases to automatically calculate your VAT return, and so much more. Your data is secure. MTDsorted is built on a secure framework with SSL enabled to give you the safest experience. HMRC Recognized. We're an HMRC recognised platform for Making Tax Digital for VAT. Submit your VAT return for free, forever. We won't charge your business for doing something that we get for free. Bridging Use your existing software and create your VAT Returns through MTDsorted. Bookkeeping Use our tools to track your sales and automatically generate your tax returns. Self Assessment. Complete your quarterly self assessment digitally with ease. What we offer MTDsorted gives you the tools to take complete control over your business taxes.Starting Price: $15 per month -
10
Jasmin
PRIMAVERA BSS
Online management software. Increase sales, control expenses, monitor purchases, inventory and warehouses. Jasmin allows you to manage all commercial aspects in an agile way, as well as keep up to date with the treasury. Save time with an integrated management of your business. Everything is managed in a single software. Jasmin is software that guarantees compliance with legal and tax requirements. Tax tables and exemption reasons are already preconfigured and up to date with the latest regulatory changes. You can generate your taxes automatically, it is very easy to extract the information to upload in the AEAT portal. With just one click you generate your reports for the period you want. Increase productivity in administrative tasks and make the best decisions with the support of Big Data and Machine Learning technologies. More than an online management software, it is an intelligent support for the management of your business.Starting Price: €9.90 per month -
11
valQ
Lumel Technologies Inc
ValQ is a server less, lightweight, multi-purpose application running on Power BI supporting use cases such as planning, forecasting, budgeting, time series forecasting, and value driver planning. It helps enterprises run simulations, plans & analyses in a very visual and intuitive manner. It supports use cases across various departments and functions and is designed keeping in mind the analysis & decision-making needs of business users & executives without any dependencies on IT.Starting Price: Free -
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Zoho Finance Plus
Zoho
A unified platform for all your back office needs. From invoicing to order management to accounting, Zoho Finance Plus has all the tools you need to streamline all of your back office operations. Create professional invoices, send automatic payment reminders, and accept online payments with Zoho Invoice. All Zoho Finance apps are built from the ground up to work together seamlessly. Information entered in one app will be reflected in the rest, which means your data is up to date at all times. When salespeople generate quotes and orders in one application, they are immediately available in the others for appropriate teams to promptly fulfill the order, invoice the customer, and collect payments. With the world moving toward a subscription business model, the Zoho Finance Suite equips you with a solid recurring billing solution while bridging the gap with traditional accounting. Zoho Expense automates your reimbursement approval flow.Starting Price: $149 per month -
13
Lacerte
Intuit
Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.Starting Price: $400 per year -
14
Exact Online
Exact
Full insight into your business with Exact Online. Exact Online gives you everything you need in a single integrated online package. In addition to accounting and CRM, we provide specific solutions for your industry. Around 500,000 entrepreneurs are already making their aspirations a reality with Exact Online. Exact Online covers both accounting and CRM, providing firm foundations on which to build a strong company. We also have integrated packages for business owners in the manufacturing, wholesale and professional services industries. Everything automated in a single flexible subscription. Improve your results thanks to 24/7 insight into all figures and data. Work online together to achieve the best results. Maximum security for your data at all times. All of our products include accounting & CRM features. Don't know which product you need? Our decision aid is designed to help you determine which product will meet your needs and best suit your company in just a few clicks.Starting Price: €39 per month -
15
Ledgersync
LedgerSync
Ledgersync will consolidate you client’s bank and credit card transactions into the accounting software of your choice automatically. Client Sub-Accounts can also be gathered. LedgerSync is a complementary service to Quickbooks, Xero, Freshbooks, etc not a competitive product. Many of our customers first questions is; what makes you different then QuickBooks online? As a CPA QuickBooks and Ledgersync work together to provide a secure all in one online dashboard for your client transactions. With Ledgersync you’re able to connect with QuickBooks Desktop and Online versions as well many other accounting solutions. Your client’s transactions and financial data is automatically imported to your dashboard, our complementary software will turn 2 hours of accounting into 30 minutes.Starting Price: $12.47 -
16
Polygon.io
Polygon.io
See each and every Trade & Quote happening in the US in real time, and access trillions of rows of historical tick data in an instant using our APIs. There is no limit to how much you can use our stock data APIs. No maximum queries per minute or daily call limits on all premium plans. Our market data platform provides low latency real-time data with a mean latency of 20ms, orders of magnitude faster than competitors. See the entire market at a glance with our powerful Snapshot APIs. You can also query the gainers and losers for the current day. 1min - 1yr aggregate intervals. Use our aggregates APIs to query any timespan, 1 min, 7 min, 16 day? Anything is possible. Get stocks data directly from the source, and know exactly what you're going to pay. Don't waste time and money on sales or middlemen.Starting Price: $99 per month -
17
JePilote
JePilote
Save time by automating your management with efficient online software. 100% compliant with the 2018 VAT anti-fraud law. Make good bills and be sure to follow the law. Accounting is no longer a constraint but an opportunity. Your management is monitoring in real-time with your accountant. You can be accompanied by a partner accountant (no obligation) Produce professional invoices in the colors of your company while respecting the legislation. Je Pilote offers you simple and effective accounting management. Your accountant has full access to your accounts. Auditing is much more efficient. Reduce accounting errors with Je Pilote. Je Pilote is software that complies and is legal under French law. Our data servers are reliable and are hosted in France, as is our customer service. Create and customize your quotes and invoices in the image of your company in a few clicks. Track your payments in real-time and never miss a payment.Starting Price: €12.90 per month -
18
Planubo
Planubo
It’s an online scheduling and client management software that allows you to create your own booking page, get paid, better manage your staff & clients, and put your business on autopilot. Without any technical know-how, you can set up your own booking page within minutes, and start getting paid by your clients via Stripe. Planubo lets you generate invoices, take attendance, schedule online meetings, and share files with your clients. Find out what Planubo is about with our free 14-day trial!Starting Price: $17/month -
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Praxi Manage
Praxi Manage
Praxi is a fully-fledged Financial Advisory system that handles all aspects of your brokerage. Praxi includes a full Client Relations Management system, helping you keep track of your client base as you grow. Task and action workflow management, tracking and assessment. Praxi helps you take care of your compliance issues. Always available - Store all your documents online in our secure environment. Use our needs analysis to quickly help you assess your client's insurance and investement needs and risks. Need help? Simple! Reach out to your agent or log a support request and we'll respond within 24 hours! While the entire Praxi Manage solution is awesome, and contains much more than you'll see here, we wanted to showcase just a few items from our solution. Did you know that the setup of your account simply uses a wizard to get you going in less than 4 minutes? We can even import your existing data from most systems.Starting Price: $50 per user, per month -
20
SmartRisk
Covisum
SmartRisk™ Software to help you set proper downside expectations with your clients. Clients are Often Blind to Market Risk SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. SmartRisk Key Features: Portfolio Comparison Alerts, Single Name Concentration, Alerts Accounts, Household Views of Accounts, Marketing Materials, Marketing Materials. Download a field-tested client-facing presentation, brochure, and direct mailer example. Access to Support, Access to Expert Support. Unlimited free access to our live expert support team who can help you with software or subject matter questions. Deep Integration with other Covisum Software. Seamlessly move from one Covisum tool to another in our new advisor portal.Starting Price: $49.99 per user, per month -
21
Social Security Timing
Covisum
Social Security Timing® Software to help you optimize your clients’ Social Security claiming strategy and increase their retirement value. Streamline the Complexities of Social Security. With Social Security Timing, you can help optimize your clients' Social Security claiming strategy. See the exact year and month the client should claim, and see the month, year and the amount that the client will receive when they pass the earnings test. Increase their retirement value by up to $100,000. Social Security Timing Key. Features. What’s at Stake Feature. This feature makes the difference between a good decision and a better decision obvious. Clients can clearly see the amount of Social Security you can help them access. Break-even Chart. See which strategy produces the best result overall life expectancy combinations. Common Alternatives. Automatically create the four most common alternatives for married couples.Starting Price: $49.99 per user per month -
22
Daymi
Daymi
Daymi is designed to manage recurring processes and tasks. Plan, execute, and follow-up your processes, all on the same platform. Schedule your tasks and process any way you like, ranging from daily, all the way up to annual tasks. Full support for business days and holidays. Add work descriptions to the actual tasks, making it accessible for your whole team and promotes knowledge transfer, and increases onboarding. Add notifications for your most critical tasks, in-app, e-mail, or even text messages. Every action and changed is logged so you can Strivr for sign-offs and then quickly create reports for internal analysis or send them to your auditors.Starting Price: $100 per user per month -
23
ti3.co
Captira Analytical
ti3.co is a digital debt collection platform designed to help debtors and creditors find mutually beneficial solutions for overdue payments. It uses mobile communication tools like SMS and email to connect debtors and creditors directly, facilitating settlement offers, payment plans, and instant discounts. The platform automates follow-ups and payment reminders, reducing manual collection efforts and improving cash flow for businesses. Debtors can create custom payment plans, and payments go directly from debtor to creditor with no middlemen involved. ti3.co integrates with accounting tools like QuickBooks and supports major payment gateways such as Stripe and PayPal. It serves small businesses to large enterprises aiming to streamline internal collections and resolve outstanding accounts efficiently.Starting Price: $49 per month -
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Hubco Nidhi Software
Hubco Technologies
Simple & Affordable Pricing. Add unlimited members with automatic share allotment. All nidhi compliances can made from software itself. Automatic return preparation and data reconciliation. Features: All Nidhi forms. Interest rates, Interest calculators available. Day to day Working needs. Opening of deposits/loans. Creating members. Editing etc., Automatic deposit/loan forms, Bank statement/passbook creation. Complete Deposits module. Auto Interest rates and calculators, Auto TDS deduction from client, Online saving forms, FD, RD, Internet banking facility, Auto Employee Module, No manual/paper work, Salary and incentive calculation, Auto Nidhi Compliance Module, Auto NDH 3 preparation. Auto due date reminder system, Notification for any Nidhi non compliance, Mobile application and best reporting, Complete Loan module, Internet banking and auto loan calculator, Loan forms, procedure and everything. Complete Deposits module. Auto Interest rates and calculators.Starting Price: $300 per year -
25
MoneyWorks
Cognito Software
MoneyWorks® by Cognito Software has the simplicity and features you want, and the power and flexibility you need. You'll get big business capabilities at a small business price. Over 40,000 companies worldwide enjoy the best of both worlds: fast, user-friendly interface combined with the power and flexibility that is normally the reserve of big corporations. All at a price that's easy on the bottom line. If you find your current software too limiting or frustrating, you’ll love MoneyWorks’ powerful features. Better still, it's cost effective and easier to adopt than you may think. Our customers constantly tell us that MoneyWorks came out on top when evaluating their options. Find out how our customers have made the move away from compromise to a better accounting experience. MoneyWorks has flexible and powerful importing capabilities that allow you to import data easily, whether from a text file or just copy and pasting a block from a spreadsheet.Starting Price: $249 per user -
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iExempt
iExempt
iExempt, Electronic Resale Certificate Forms With Real-Time State Verification. Save 90% Of Your Time Dealing With Tax Exempt Buyers. iExempt verifies your buyers tax-exempt valid with their State tax authority! Our cloud-based electronic guided resale certificate forms ensure your buyers cannot make a mistake submitting their documentation! Our software notifies you upon upcoming resale certificate expiration dates! Sets up in minutes & is compatible with all invoicing software. Our Electronic Resale Certificates Virtually Eliminates Human Error & Fraud. iExempt Is The Only Service Of Its Kind To Ensure Compliance With State Tax-Exemption Laws. Features: Foolproof Submissions. Our system validates your states resale certificate form in real-time eliminating errors that could prove costly in an audit. Try a Demonstration. Real-Time Verifications. Real-time state verification eliminates fraud and is crucial to passing a state tax audit.Starting Price: $29.95 per month -
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Quartzy
Quartzy
Lab management made easy. Streamline communication, consolidate ordering, and track inventory. The unique challenge of operating a lab Quartzy is the world’s leading lab productivity platform for R&D organizations. We help you manage the unique workflow of a laboratory - request, order, inventory and optimize your resources so that your next experiment isn't delayed. Beyond an intuitive and easy-to-deploy cloud native software solution, Quartzy is a fully-integrated lab product distributor, providing scientists and lab managers the ability to order more than 10 million products (including consumables, reagents, chemicals, office supplies and more) from more than 1,800 leading brands. Simplifying your ordering workflow is as easy as 1-2-3. Lab members working at the bench can browse from our catalog of 10 million life science products or create custom requests for their lab manager in as little as two clicks. Manage incoming supply requests for approval or immediate purchase.Starting Price: $159 / month -
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BillingPlatform
BillingPlatform
BillingPlatform empowers businesses with innovative software solutions to optimize revenue generation through every stage of the customer lifecycle, powering growth through operational agility along with a frictionless customer experience. Our industry-leading, cloud-based platform is leveraged by global enterprises to optimize the customer journey from idea to revenue. With global customers across multiple industries, including software, finance, media, transportation and communications, BillingPlatform processes billions of transactions and dollars every year, enabling enterprises to grow revenue, reduce costs and improve the customer experience. -
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Haslle
Haslle
Haslle, Spending Management Solution for Smart Teams. Haslle helps you manage company budgets, purchases and subscriptions using smart payment cards collaboratively with your team. Get a Virtual Bank Account for Spending. Approve Budgets, Purchases, Invoices and Subscriptions. Issue virtual and physical cards and control purchase process. Collect Data, Receipts and Invoices. Boost Analytics and Decision Making. Integration with your Accounting and ERP. Approvals on the go. Easily approve company budgets, purchases, payments, invoices and subscriptions, using data at the touch of your fingertips. Empower Your Teams while staying in control. Have your teams make better decisions and improve what you purchase over time. Choose vendors and aggregate invoices to get better discounts between departments. Smart Company Cards that track Expenses make chasing receipts a thing of the past.Starting Price: $200 per user, per month -
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UniBit
UniBit
UniBit is your single source for all financial information. By leveraging our technologies in NLP, ML, and cloud computing, we deliver the most advanced and comprehensive market data to you faster, easier and more accessible than ever. UniBit designs and deploys unique data feeds for your team to make better decisions. Explore our market search engine that indexes all important market insights for you. We customize market insights exclusive to each client. UniBit Terminal helps you manage your data assets like no other system. No need for coding and technical expertise, you can design and deploy your own information streams in just a few clicks. From identifying market opportunities to mitigating risk, UniBit helps you build an analytics project in days that used to take weeks. Build your own data feed and customize your API. Integrate it with any application with ease. Take ownership of your data assets. Instantly download them with a click of a button.Starting Price: $199 per user per month
