Best Finance Software - Page 66
View:
-
1
ReconXi
ReconXi
ReconXi is an AI-powered financial reconciliation tool designed to automate the process of matching transactions, eliminating the need for manual effort and reducing errors. Users can upload bank statements and company ledgers in CSV format, and the AI swiftly matches records, providing clear status indicators for matched and unmatched transactions. It caters to a diverse range of users, including startups, small and medium-sized enterprises (SMEs), financial professionals, enterprises, educational institutions, and freelancers, offering tailored solutions to streamline financial operations. By leveraging ReconXi, organizations can ensure accurate financial records, minimize manual work, and focus on core activities without the hassle of traditional reconciliation processes. Starting Price: $10 per month -
2
Kudos
Kudos Technologies
Kudos is a free AI-powered tool that helps you maximize credit card rewards, uncover hidden savings, and eliminate wasteful spending—automatically. It acts as your personal financial companion, analyzing your spending to ensure you always use the best card for every purchase, track and redeem unused card perks, and avoid unnecessary fees. With the new Kudos Insights feature, it flags missed rewards, suggests when to downgrade cards, compares auto insurance rates, and finds overlooked savings—no manual effort required. Kudos connects securely via Plaid, uses zero-knowledge encryption to protect your data, and even helps you earn more shopping rewards through its browser extension. Everything works quietly in the background so you can save smarter, effortlessly.Starting Price: Free -
3
BANKSapi
BANKSapi Technology GmbH
BANKSapi is an API-based Open Banking and Open Finance platform that holds a PSD2 license from BaFin (Germany). In addition to account aggregation (Account Information Service - AIS) for current accounts/payment accounts, data on savings accounts, building society accounts, custody accounts, credit and loans can be retrieved via a standardized API. A2A payments (Payment Initiation Services - PIS) and smart data analytics based on account data complete the portfolio. On request, ready-made widgets that combine an intuitive user interface and secure API communication can be used for a fast go-to-market. BANKSapi currently covers the German and Austrian markets.Starting Price: €59/month -
4
Column
Column
Column is a nationally chartered bank engineered specifically for developers and builders to create innovative financial products. By constructing its own core banking system, ledger, and data model, Column eliminates the need for traditional middleware, granting developers direct access to the U.S. banking infrastructure. This approach enables seamless integration with the Federal Reserve, facilitating efficient money movement, account creation, and card program management. Key offerings include ACH origination, wire transfers via FedWire, real-time book transfers, and the ability to establish FDIC-insured bank accounts through a user-friendly API. Additionally, Column supports the development of customized card programs, providing dedicated Bank Identification Numbers (BINs) and compatibility with major networks and issuer processors. It also offers lending products such as loan origination, debt financing, and loan purchase programs to help companies scale their lending operations.Starting Price: $0.50 per transaction -
5
Flexprice
Flexprice
Flexprice is an open source, developer-first platform designed to simplify metering, pricing, and invoicing for SaaS and AI products. It enables teams to build usage-based, credit-based, or hybrid pricing models with full control. Flexprice's real-time usage metering allows you to define granular events, such as API calls, compute time, or custom actions, and track them reliably, even at scale. It supports prepaid and promotional credits, auto top-ups, and expiration rules, all configurable without extra logic. Its flexible pricing engine lets you define and iterate on seat-based, usage-based, or hybrid plans, override them per customer, and adapt pricing over time without additional engineering effort. With built-in feature management, you can define Boolean, metered, and config features per plan and customer, enforcing limits directly in your backend. Flexprice generates accurate invoices from real-time usage, subscriptions, or credits.Starting Price: $300 per month -
6
Data8
Data8
Data8 offers a comprehensive suite of cloud-based data quality solutions designed to ensure your data is clean, accurate, and up-to-date. Our services encompass data validation, cleansing, migration, and monitoring, tailored to meet specific business needs. Data validation services include real-time verification tools for address autocomplete, postcode lookup, bank account validation, email verification, name and phone validation, and business insights, all aimed at capturing accurate customer data at the point of entry. Data8 helps improve B2B and B2C databases by offering appending and enhancement services, email and phone validation, data suppression for goneaways and deceased individuals, deduplication and merge services, PAF cleansing, and preference services. Data8 is an automated deduplication solution compatible with Microsoft Dynamics 365, designed to dedupe, merge, and standardize multiple records efficiently.Starting Price: $0.053 per lookup -
7
Stockle
Stockle
Stockle is a next-generation investment management platform designed to simplify the process of managing, tracking, and optimizing investments. It offers features such as multi-account aggregation, allowing users to view all accounts collectively or create custom views. It supports tracking of stocks, ETFs, funds, indices, and cryptocurrencies globally. Stockle provides detailed analytics, including dividend yield, yield on cost, and success rates of open and closed positions. Users can benchmark portfolios against any asset, utilize an improved command menu for efficient navigation, and access comprehensive transaction logs with historical data. Stockle's intuitive user interface and flexible data model cater to various investment strategies, enabling users to structure portfolios based on strategy, account, goal, or any other idea.Starting Price: $5.67 per month -
8
Capitally
Capitally
Capitally provides an investment management solution that enables users to track, understand, and improve the performance of their investment strategies. It aggregates all accounts in one place, allowing users to track various asset types together, compare allocations across categories, and observe changes over time. It provides performance metrics such as realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows comparison with any benchmark. Users can analyze investment fees and passive income, track upcoming and estimated dividends, compare dividend, rent, and interest income, and view yield, yield on cost, and growth at a glance. Capitally supports automatic reinvestment and DRIP schemes. Advanced charting and comparison tools help identify factors impacting returns, narrow down specific time periods, and divide returns into capital, currency, dividends, and fees.Starting Price: €7 per month -
9
Peek
Peek
Peek is an AI-powered personal finance platform designed to help users track, manage, and grow their net worth through personalized guidance and insights. Unlike traditional finance apps that present raw data, Peek focuses on actionable advice and behavior-driven coaching. It offers features such as AI-generated check-ins that analyze spending and saving habits, benchmarking against peers, and goal-setting assistance. It aims to make financial management more approachable by providing clear, guilt-free nudges and visual progress tracking. Peek is available as a mobile app and is currently accessible to users with U.S.-based financial institutions.Starting Price: Free -
10
OrbitRemit
OrbitRemit
OrbitRemit is an international money transfer service that enables individuals to send funds online from Australia and New Zealand to over 45 countries, including the Philippines, India, China, Thailand, and the USA. The platform offers a user-friendly mobile app and website, providing features such as rate alerts, transfer tracking, live chat support, and rewards for frequent users. Transfers are typically completed within 1 to 3 working days, depending on the destination and payment method. OrbitRemit boasts a 4.8/5 rating on Trustpilot, reflecting its reputation for reliability and customer satisfaction. The service is regulated by AUSTRAC in Australia and the Department of Internal Affairs in New Zealand, ensuring compliance with financial regulations. Starting Price: Free -
11
Upgrade
Upgrade
Upgrade is a neobank offering a suite of financial products designed to simplify and enhance everyday money management. Its offerings include personal loans, credit cards, a hybrid credit card/loan product called OneCard, and high-yield checking and savings accounts. Upgrade’s account provides up to 2% cash back on select everyday expenses when customers set up direct deposits of $1,000 or more, along with no monthly fees, early direct deposit, and access to a nationwide fee-free ATM network. Additionally, customers can pair this account with a performance savings account to earn up to 4.02% APY. Upgrade’s OneCard offers the flexibility to pay for purchases immediately or over time, with up to 3% cash back on select categories. The company also provides personal loans up to $50,000 with fixed rates and credit lines ranging from $500 to $25,000.Starting Price: Free -
12
Field Materials
Field Materials
Field Materials is the leading AI procurement platform for contractors to automate PO and invoice processing. Its web and mobile apps streamline material procurement across the entire lifecycle of a construction project, from requesting quotes during pre-construction to managing orders and deliveries to the construction site. It digitizes workflows that were traditionally done in Excel, email, and paper. It eliminates errors and delays in projects through AI-powered checking of delivery slips and invoices, as well as automation of notifications and reminders. Field Materials is transformative in that it provides a centralized system of record to track what the contractor and supplier agree upon and automates follow-up to ensure timely closure. The company partners with both general contractors and specialty subs that buy large quantities of construction materials from trade-specialized suppliers.Starting Price: Free -
13
Decipad
Decipad
Decipad is an interactive notebook designed to transform plain language into dynamic financial models and reports without requiring SQL or programming expertise. It enables users to combine text, data, and visualizations into cohesive plans, models, and reports, facilitating data storytelling and decision-making. Decipad supports various data types, including numbers, dates, booleans, and units, and offers features like data views, inline calculations, and unit conversions to enhance data analysis. It utilizes Conflict-Free Replicated Data Types (CRDTs) to enable seamless offline editing and real-time collaboration, ensuring that changes are synchronized across users without conflicts. Additionally, Decipad incorporates SafeJS, a secure in-browser JavaScript execution environment, allowing users to integrate external data sources and perform custom computations within their notebooks.Starting Price: $20 per month -
14
RapidScan.AI
RapidScan.AI
RapidScan.AI is an intelligent document processing platform that leverages advanced OCR and AI technologies to automate the extraction and management of data from various documents, including invoices, purchase orders, receipts, quotations, delivery notes, and bills of lading. Users can seamlessly upload documents via WhatsApp, email, or directly through the web app, enabling real-time data access and eliminating manual data entry. It supports multiple users, ensuring team members can collaboratively access, review, and manage records efficiently. With a focus on security, RapidScan.AI employs clerk authentication and industry-leading security protocols to protect user data. Additionally, the system boasts 99.99% uptime, allowing users to connect and manage documents from anywhere at any time. RapidScan.AI's lightning-fast processing capabilities ensure swift handling of documents, and its integration with WhatsApp and Gmail bots facilitates automatic, real-time data processing.Starting Price: $10 per month -
15
Salesforce Agentforce Net Zero
Salesforce
Agentforce Net Zero, formerly Net Zero Cloud, is Salesforce’s sustainability management platform built on the world’s #1 AI CRM. It centralizes environmental and operational data to help organizations measure, manage, and report on sustainability initiatives. The platform automates carbon accounting by converting energy, travel, and fleet data into emissions aligned with the Greenhouse Gas Protocol. Agentforce AI enables teams to ask natural language questions, generate insights, and automate complex reporting tasks. Framework-specific report builders support compliance with standards such as CSRD, SASB, GRI, and CDP. Net Zero Cloud also consolidates Scope 1, 2, and 3 emissions data across suppliers and subsidiaries. It helps organizations transform sustainability efforts into measurable business value and strategic decision-making.Starting Price: $48,000 per year -
16
PortaBilling
PortaOne
PortaBilling is a comprehensive, convergent billing and charging platform designed for telecommunications service providers. It enables the launch, pricing, provisioning, and management of a complete range of telecommunication services, including voice and video calls, IP Centrex/Hosted IP PBX, IPTV and VoD, residential VoIP, CLEC-type services, WiFi, LTE, M2M/IoT, and more. It offers reduced deployment time, with access to billing in the cloud within a day, and provides enormous savings by maintaining the platform, eliminating the need for hardware purchasing, hosting, provisioning, and maintenance. PortaBilling ensures flexible scalability, allowing users to choose their ideal processing capacity and increase it on demand at any time. It guarantees zero downtime through a wide range of geographic locations to ensure redundancy during software upgrades.Starting Price: Free -
17
Samey
Samey
Samey AI is an AI-powered work assistant designed to streamline operations for legal, finance, and accounting teams by integrating seamlessly with existing tools and data sources. It offers an enterprise-grade search engine that allows users to instantly locate documents, emails, and files across platforms, centralizing information for quick and efficient access. With one-click, no-code integrations, Samey AI connects various applications, eliminating the need for APIs or coding. Its Workflow Agents enable scheduling and automation of recurring tasks, daily, weekly, monthly, or yearly, allowing teams to focus on high-priority projects. Samey AI ensures data security by storing information on users' systems, not on external servers, and supports integration with various tools.Starting Price: $26.88 per month -
18
FanBasis
FanBasis
FanBasis is an all-in-one software platform designed to run high-ticket, high-margin digital businesses, providing everything from checkout to fulfillment with built-in financing, premium payments, and enterprise-grade scale. It offers features such as crypto payments, automated fulfillment, order bumps, upsells, custom dashboards, integration with over seven Buy Now, Pay Later (BNPL) providers, shareable payment links, flexible financing, and customizable checkout funnels. FanBasis enables users to unlock end-to-end growth tools—from hosting products to processing payments, all in one powerful platform. It ensures secure payment acceptance with reliable payouts for users and affiliates, backed by infrastructure built to protect revenue at every step. It supports scaling through real-time dashboards, embedded BNPL, dedicated automation, and growth specialists.Starting Price: Free -
19
PAY ADDONS
PAY ADDONS
PAY ADDONS offers a suite of WordPress plugins designed to simplify and enhance payment processing across various popular WordPress plugins, including Elementor forms, WooCommerce, and Contact Form 7. These plugins empower website owners to create seamless and secure payment experiences for their customers. Elementor Stripe Payment: Drag & Drop to build your one-time and recurring payment form together with Elementor without creating an entire online store. Stripe Payment For WooCommerce: WooCommerce Stripe addon is a payment gateway for WooCommerce. With just a single configuration, unlock access to over 30 secure and globally recognized payment methods. Contact Form 7 Stripe Integration Addon: Build your one-time and recurring payment form together with Contact form 7, Easily embed payment fields anywhere.Starting Price: $89/year/site -
20
Fundra
Fundra
Fundra is a comprehensive platform designed for modern venture fund managers to automate FundOps™ and gain deep insights into their portfolios. It provides a single source of truth for managing portfolios, funds, and LP and founder reporting, all within one unified system. The platform offers real-time portfolio monitoring, fund management, and AI-powered LP reporting that saves time and reduces errors. With powerful analytics tools, users can perform ad-hoc analyses without relying on spreadsheets. Fundra also includes smart document storage linked to data sources and enhanced by AI search capabilities. Built for collaboration, Fundra helps teams stay aligned and scale fund operations efficiently.Starting Price: $500/month -
21
Levvy
Levvy
Levvy is a next‑generation practice and work management platform tailored for accounting, professional services, and business teams. It centralizes workflows, task tracking, client management, document storage, time tracking, invoicing and billing, capacity management, and team collaboration, all within one intuitive interface. Levvy offers customizable workflow automation through expert‑designed or custom templates, helping firms eliminate manual follow‑ups, streamline approvals, and ensure every client interaction stays on schedule. Integration with tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier ensures seamless data flow across systems. Real‑time reporting and analytics provide 100% visibility into team progress, workloads, capacity, profitability, and performance, empowering managers and firm partners to make data‑driven decisions about staffing, pricing, and growth.Starting Price: $59 per month -
22
Masttro
Masttro
Masttro is a wealth‑tech platform that aggregates all aspects of an estate, liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and more, across geographies and currencies into a single, unified WealthData system that offers full‑picture visibility and control. It supports direct ingestion from 550+ custodian feeds and alternative sources, and Doc AI automates the extraction of statements and capital activity from fund portals. It provides intuitive, customizable dashboards, templated and ad‑hoc reporting, task management, secure document storage, permissioned client portals, and a flexible API for seamless integration with existing tech stacks. Encrypted with military‑grade security and private key encryption, data is protected at rest and in transit. Designed for family offices, wealth advisors, and professional service firms, Masttro delivers dynamic performance analysis, portfolio oversight, data visualization, and more.Starting Price: Free -
23
Altoo
Altoo
Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.Starting Price: Free -
24
PandaConnect
PandaConnect
PandaConnect is a full‑scale investment administration platform and service designed to deliver a complete, correct, and timely portfolio overview across all asset classes and all custodians, currencies, banks, family members, managers, and legal entities. Built from Scandinavian institutional origins and independently operated since 1997, PandaConnect consolidates and aggregates data via its front‑to‑back online platform (PandaCockpit web & app), enabling automatic daily reconciliation with over 65 custodians, transaction registration by team or system, performance (MWR, TWR, IRR), risk figures, compliance monitoring (VaR, stress‑tests, Solvency II), bookkeeping, NAV calculation, cost transparency, and bespoke reporting. PandaCockpit provides interactive investment reporting showing return, risk against benchmarks, transactions, static data, market values, statistical indicators, and supports data exports.Starting Price: Free -
25
Swimbird
Swimbird
Swimbird develops and offers a modern, cutting‑edge cloud‑native SaaS platform called SWIP that integrates and aggregates portfolio data from multiple sources to support portfolio management, analysis, and reporting. SWIP provides real‑time aggregation and visualization of both assets and liabilities, listed and OTC financial instruments, private equity, alternatives, commercial real estate, and private assets. Built on best‑of‑breed technology and tailored for individual businesses, SWIP can seamlessly fit into existing IT infrastructures or serve as a standalone solution. It empowers banks, asset managers, family offices, investment companies, and private equity/venture capital firms with a holistic, interactive dashboard that supports flexible and customizable reporting, performance and risk analysis, asset allocation across multiple categories, and data warehouse record‑keeping, including full audit trails.Starting Price: Free -
26
Hubly
Hubly
Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.Starting Price: $75 per month -
27
Voly
Voly
Voly is the market‑leading multi‑currency accounting and financial management platform built for superyachts and multi‑asset portfolios. It delivers one seamless system for yacht accounting, multi‑asset management (including property, private aircraft, other assets), cash, cards, invoices, APA charter management, payments, and foreign exchange. Users such as captains, crew, owners, management companies, family offices, property managers, housekeepers, flight crew, drivers, bookkeepers, and accountants benefit from real‑time visibility across entire portfolios via an interactive dashboard. Voly integrates a fully‑integrated Voly Prepaid Mastercard and FX payment platform, enabling SEPA and SWIFT. On‑the‑go transaction logging is available through a mobile app, with real‑time cash and card balances.Starting Price: Free -
28
Nines
Nines
Nines is the industry‑awarded household and estate management platform for discerning households, family offices, property managers, boutique hospitality, yacht crews, and their private service professionals. With Nines, you can manage properties, people, and projects all in one secure place. Organize property information, keep track of tasks and team members, and ensure the answers you need are always at your fingertips. Assign tasks to household staff and vendors via mobile‑friendly checklists; automate recurring tasks; attach documents, photos, assets, and vendors to tasks; and follow progress in real time. Store and search your household manual, documents, preferences, paint colors, light‑bulb types, and more in one intuitive, searchable system. Empower staff with a digital house manual built from industry‑standard templates, layered permissions, and mentions to connect employees, residents, vendors, assets, and guidelines.Starting Price: Free -
29
Hemonto
Hemonto
Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of over USD 55 billion and management of assets exceeding USD 10 million per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100 % independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.Starting Price: Free -
30
BOBO by Bourgeois Bohème
Bourgeois Bohème
BOBO by Bourgeois Bohème is an elite, invitation‑only digital platform that integrates bespoke financial management with luxury lifestyle services in a single, intuitive ecosystem. It offers secure family and staff wallets, wearable and virtual payment devices without names or account numbers, highly customizable spending controls by category, time, and location, and very high transaction limits (up to €1 M per card) backed by robust top‑up and ATM features. The Control Hub provides smart reporting, invoice matching, and role-based access for teams and advisors. Global lifestyle assistance is available 24/7 for administrative, travel, and entertainment arrangements, alongside curated access to premium events and experiences. With advanced security (3DS 2.2, instant blocking/unblocking) and regulation by the UK’s FCA and the EEA’s ACPR, funds are held in segregated accounts to ensure protection even in insolvency.Starting Price: Free
