Best Finance Software - Page 7
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1
Invoicity
Agentop Services Ltd.
Invoicity is a mobile-first invoicing and estimate generator built for freelancers, contractors, and service-based SMBs who need to bill clients on the go. Create a branded invoice on iOS or Android in under two minutes, share it by link, email, or QR code, and collect payment instantly through embedded Stripe or PayPal checkout. Unlimited companies can live under one account, so side gigs and multiple DBAs stay neatly separated while feeding a single, real-time payment dashboard. Item and client libraries speed up repeat work, automated reminders reduce late payments, and offline draft mode lets you finish paperwork even when the signal drops. Start free—upgrade only when your volume grows. With Invoicity, you spend less time on back-office tasks, look more professional to your clients, and get paid faster, all from the phone already in your pocket.Starting Price: 6.99 -
2
LoTech
MechDev
The Invoice App Built for Solo Mechanics. The Simple Tool for Invoices, Customers, and Work Orders. LoTech is built for solo mechanics — whether you work out of your home garage, a customer's driveway, or on the road. Create professional invoices, track customers, and manage work orders—all in one place. The current market for shop software has many options for the multi-bay garages and the big chains, but they are costly and bloated with features that you don't need. For the individual, these costs can really eat into profits. Lotech is a tool designed to give you the features you need at 1/10 of the price.Starting Price: $7.99 -
3
Retrievr
Retrievr
Retrievr automates accounts receivable follow-up, helping businesses reduce manual administration and improve cash flow. Key features: Automated invoice reminder workflows Email and SMS payment reminders AI-assisted customer responses Combined reminders for multiple invoices Customer communication history Promised payment date tracking Automated and manual invoice enrolment Recurring reminder schedules Dashboard for outstanding invoices Xero integration API and webhook support Retrievr is designed for small and medium-sized businesses that want to spend less time chasing payments and more time running their business. By automating invoice follow-up while keeping every customer interaction organised in one place, Retrievr helps improve collection rates, reduce overdue invoices, strengthen customer relationships, and maintain consistent, professional communication throughout the payment process.Starting Price: $39/month -
4
LYDRA Finance
LYDRA Inc.
LYDRA Finance is an AI-powered expense tracking application available on Web, iOS, and Android. Designed for freelancers, small business owners, and international professionals, LYDRA eliminates the friction of manual data entry through intelligent automation. Intelligent Data Capture: Stop filling out tedious forms. Whether you snap a photo of a receipt, upload a PDF invoice, record a voice note, or type naturally, the AI extracts and organizes the details instantly. To ensure total accuracy, LYDRA structures the data and presents it for your review; nothing is saved without your explicit approval. Privacy by Design: While most modern trackers demand access to your bank accounts, LYDRA operates independently. You get the speed of automation without ever sharing sensitive banking credentials. By replacing invasive bank syncs with secure AI-driven entry, LYDRA provides a truly privacy-first solution for managing your financial life.Starting Price: $11.99/month -
5
SPV Hub
SPV Hub
SPV Hub is a modern platform for angel groups, syndicates, venture funds, family offices, and emerging fund managers to create institutional-grade SPVs, manage investors and funds, and streamline portfolio reporting and performance tracking. Whether you're launching your first SPV or managing a portfolio of investment vehicles, SPV Hub provides the technology and operational support needed to run professional, scalable investment operations.Starting Price: $6,000 -
6
EdFactura
EdFactura
Online billing system for SMEs and entrepreneurs, with EdFactura you will optimize the sales and customer relationship processes of your business, from billing, inventory, quotes, purchase orders, inventories, credit notes, customers, suppliers, NCF sequences automatic in the case of the Dominican Republic and much more.. EdFactura is a cloud-based billing and invoicing solution that helps small to large businesses in technology, retail, entertainment and other industries, easily administer and manage their company from wherever they go. Thousands of users use EdFactura to make their work easier, more pleasant and more productive.Starting Price: $20/month -
7
T1U
T1U
T1U is an AI-powered all-in-one business automation platform designed to optimize Sales, CRM, Finance, HR, Inventory, Projects, and Customer Support in a single, intelligent ecosystem. By leveraging AI-driven automation, predictive insights, and real-time decision-making, T1U eliminates inefficiencies, enhances productivity, and helps businesses scale smarter. Key features include AI-driven lead scoring, automated invoicing, predictive demand forecasting, workforce optimization, smart ticketing, dynamic pricing, and real-time business intelligence. AI-powered automation simplifies complex workflows, reducing costs and manual efforts while improving efficiency. T1U seamlessly integrates with Salesforce, QuickBooks, Microsoft 365, Shopify, Zendesk, and more, offering fast implementation, cost-effective scaling, and enterprise-grade security. Whether you're a startup, SMB, or enterprise, T1U adapts to your needs, making AI-driven automation accessible to all.Starting Price: $100/month/user -
8
Iris Finance
Iris Finance
Your P&L is lying to you. Amazon takes its cut. Meta takes its cut. Your 3PL takes its cut. By the time your spreadsheet catches up, you've already made the wrong call. Iris Finance is the AI-native financial platform for consumer brands and operators. We pull Shopify, Amazon, Meta, Google, TikTok, QuickBooks, NetSuite, Xero, payroll, and banking into one live system, so you see exactly where your money is going, right now. What you get: True profitability by channel and SKU Daily P&L tracking AI cash flow forecasting Automated reporting Benchmarking against brands your size Built for the $1M–$500M brand that's moving fast. Think of getting your month-end close in minutes and knowing in real time if you're profitable. Focus on building your brand. We'll take care of the infrastructure.Starting Price: $2,000/month -
9
SwilERP
Softworld India Pvt. Ltd.
SwilERP is a comprehensive software solution for retail, distribution and chain store businesses, automating operations and improving productivity. With multi-store management capabilities, it streamlines inventory, pricing, and employee management. Built on Microsoft.NET, it ensures secure performance, and its popularity in India demonstrates its effectiveness. The user-friendly interface allows offline and online access, while reports provide actionable insights. It offers quick sales reports, barcode scanning, and finance tracking features. Inventory management is simplified with centralized data, unique lot numbers, and expiry tracking. Advanced online support and cloud backups ensure smooth operations and data security. Experience the power of SwilERP for efficient distribution and retail chain management.Starting Price: $50 -
10
Invven
Invven
Invven is AI-powered job management, invoicing, inventory and an AI receptionist built for trade businesses —Built by someone who ran trade business for 26 years. Every feature exists because a real trade business needed it. No fluff, no bloat. What Invven does: Quote and invoice in seconds Manage jobs from creation to completion Track stock and parts with barcode scanning AI Receptionist answers calls 24/7 when you're on the tools Photo to Quote — snap a photo, AI builds the quote Voice to Invoice — describe the job, get a Ai draft instantly Xero integration and Stripe payments built in Built for electricians, plumbers, builders, mechanics , warehouse, retail, and any trade or service business tired of software that doesn't get them. Start free. No credit card required.Starting Price: $29/month -
11
Agilico Verify
Agilico Workplace Technology
Agilico Verify is an automated accounts payable system that enables you to process all your supplier invoices with ease. Directly integrated with the most popular finance systems, Agilico Verify makes paperless invoice processing effortless. So much more than just a data capture and invoice posting tool, Verify enables you to route invoices for coding and approval. The process begins with intelligent data capture of header and line items off invoices using machine learning. The invoice lines are automatically three-way-matched against your purchase orders and receipts to enable straight-through processing. If a PO is unavailable or any information within an invoice is unidentified or inconsistent, it can be routed for manual approval. Once approval has taken place, an invoice is posted to your finance system for payment. With Verify looking after the basics, you can spend your time uncovering financial insights that help your business grow instead of on chasing up invoices. -
12
RentalOps
RentalOps Canada
RentalOps is bookkeeping software for Canadian landlords who need to organize rental income and expenses for tax reporting. It tracks income and costs by property, stores scanned receipts, and categorizes expenses against CRA T776 lines. Landlords can review property-level profit and loss, maintain records throughout the year, and prepare T776 summaries to share with an accountant. The software also includes guidance for tracking capital cost allowance (CCA). Its rental-specific categories are intended to reduce manual re-mapping from general accounting categories when preparing tax records. RentalOps is aimed at part-time landlords and owners of small rental portfolios, including those managing one to ten properties. Users can record rental income, assign expenses to the relevant property and tax category, keep receipt records, and organize information for Canadian rental-income reporting.Starting Price: CA$6.99/month -
13
Striven
Miles IT
Striven is the all-in-one business management software that lowers your costs, improves your operations, and makes work easier. Make your company’s data coherent, connected, and relevant. With over two decades of expertise in Software Services, we’ve collaborated to help over 8,600 organizations in dozens of industries make their operations more secure, efficient, and valuable to their customers. Helping people accomplish more has always been our mission. Now, it’s the heart of our software. We offer simple, straightforward pricing plans and an unbeatable guarantee. You can even get started right now at absolutely no cost. There’s no trial, expiration date, or contractual obligation on any of our plans.Starting Price: $35/month per user -
14
SoftCo AP Automation
SoftCo
AI-Native AP Automation Tailored to Perfection. SoftCo Accounts Payable Automation processes all PO and non-PO supplier invoices electronically from AI Capture and AI Match to invoice approval and query management. SoftCoAP embeds continuously learning AI through SoftCoAI+ and a built-in AI Assistant to minimize manual intervention and deliver up to 89% processing savings. AI Coding analyzes learned invoice patterns to automatically assign accurate general ledger codes in seconds, reducing reliance on AP teams. AI Routing progresses invoices to the correct approver based on confidence thresholds and controls, cutting routing time by up to 90% and accelerating approvals across the organization. SoftCo is a global SaaS provider with offices in the USA, Ireland, the UK and the Nordics. The company is SOC 1 and SOC 2 compliant, ISO 27001 and SÄHKE2 certified, integrates with over 200 ERP systems and supports complex finance environments with secure, scalable AI-native automation. -
15
Open House Wizard
Open House Wizard
Open House App for Real Estate Visitor Registration with AI assisted features. Looking for a smarter way to handle open house visitor registration? Our Open House Visitor Text Registration Chatbot makes sign-ins simple — no Wi-Fi or data connection required. Visitors can register directly through their text messaging app. Our focus is with the modern real estate professional in mind. From Text and QR Code visitor registration to instant real estate flyers, every tool is designed to help engage visitors and convert them into clients. Key Real Estate & Open House Features: * Easy text message visitor sign-in at open houses * Visitor management dashboard * Team support and Co-hosted open houses * Professional real estate email templates * Automated drip email campaigns for lead nurturing * Instant real estate flyers, brochures, and sign riders * Digital visitor disclosures and signatures Our Open House App gives you everything you need to stand out in today’s real estaStarting Price: Free, Individual Agent $120 yr -
16
SpendNote
Sildsys, LLC
SpendNote is a browser-based petty cash app for small teams that handle physical cash. Record each cash handoff in seconds: amount, purpose, who gave it, who received it and which cash box. SpendNote generates a numbered, printable receipt (two copies on one page, or a PDF). Each cash box keeps a live running balance, so you always know how much should be in the drawer and who handled the money last. The whole team works from the same data on phone, tablet or desktop. At the end of the day, print a daily cash report: opening balance, every cash in and out, the expected closing balance, and a cash count section to sign. At month-end, export transactions as CSV or PDF for your bookkeeper. Free cash receipt template, no sign-up: spendnote.app/cash-receipt-template SpendNote is for internal cash tracking and receipts. It is not accounting, tax or payroll software.Starting Price: $19 USD/month -
17
NEMS Environmental Management Suite revolutionizes ESG reporting, by providing a true collaborative reporting experience. KPI tracking, powerful visualisation, and cutting-edge Analytics ready out of the box. Our integration service can capture data from your existing systems, enhancing efficiency and reducing reliance on costly third parties. Anchored by NEMS Panorama, this suite seamlessly adapts to diverse industries, built for collaboration, and complex processes, built to grow with your needs, making it a game-changer in the realm of environmental management. Going beyond traditional reporting tools, NEMS Environmental Management Suite introduces state-of-the-art collaboration features, streamlined workflows, and global control. Customizable reporting formats provide flexibility tailored to your specific needs. Any industry can benefit from NEMS, but we also offer specialized compliance features and tracking for the Oil & Gas industry with over three decades of expertise.
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18
Uncode Invoice Archive
Uncode
Expert in the purchase to pay domain, we support companies in the Basware and Kofax support function to help you deal with your daily issues via our online support platform. Your BasWare enhancement or incident request is assigned to one of our consultants from the start. All our tickets are processed and tested by Basware expert consultants. Open a free support ticket to get a pre-analysis and an estimate of your needs. Access all the elements related to your invoices (Invoice image + attachments). Find the entire BasWare audit trail of your accounting document. Use the multi-criteria search to find and display the list of your invoices. View all your BasWare invoice data (header, account assignments and line item). View all the attachments linked to your BasWare IP invoices. Find all your invoices via the multi-criteria search.Starting Price: $25 per user per month -
19
Payapp2
Payapp2
Payapp2 is a global payment orchestration platform that helps businesses connect and manage multiple payment gateways from a single operating layer. The platform provides a unified dashboard for transactions, reporting, reconciliation, gateway performance, and payment activity across companies, regions, currencies, and providers. Its routing engine can direct payments based on factors such as country, currency, amount, payment method, priority, and failover rules. Payapp2 also includes hosted payment pages, payment links, embedded checkout widgets, multi-currency support, and unified management for fiat and cryptocurrency payments. AI-powered capabilities include routing optimization, predictive analytics, gateway recommendations, failure recovery, and natural-language insights into payment data. Payapp2 is designed for finance teams, ecommerce businesses, marketplaces, and global companies that need centralized control over complex payment operations.Starting Price: $49/month -
20
InStyle Apparel Software
InStyle
Designed for apparel manufacturers, importers and distributors. Includes Product Development Management, Costing, Purchasing, Order Entry, EDI, CRM, Alerts, Production Planning, Work in Progress, Imports, In-house manufacturing, Subcontractors, Raw Material Inventory, Finished Goods Inventory, Order Allocation, Barcoding, Warehouse Locator, Pick Tickets, Packing, Shipping, Invoicing, and Accounting integration with QuickBooks and fully integrated with ECommerce in real time. POS analysis module and sales analysis module using Business Intelligence. InStyle Cloud, is a Software as a Service (SaaS) product that provides access to our Apparel Business Software and its functions remotely as a Web-based service. Special access is provided for internal users, customers and vendors. Integration with services from Gildan, SanMar, S&S and Alphabroder make InStyle ideal for product embellishment. Integration with FedEx and UPS make shipping easy.Starting Price: $199/user/month -
21
Rebounce
Rebounce
Most failed subscription payments don't come back on a retry. Expired cards, 3D Secure requests and generic bank declines need the customer to act, and most customers never notice the payment failed. Rebounce connects to Stripe, Paddle or Square in a few minutes. When a payment fails, it reads the decline code, retries only when a retry can work, and sends the customer a short sequence by email, SMS or WhatsApp with a link to a page where they update the card or confirm 3D Secure. No login needed. The sequence stops the moment the invoice is paid. In our own data, 44% of customers who opened the payment link paid on that page, while automatic retries recovered 5.5%. Also included: card expiry warnings 30 days ahead, weekly recovery reports, and a free 90-day audit of your Stripe account (read-only, no signup). Pricing is flat: Starter $3.50/month, Growth $14/month, Scale $39/month. No percentage of recovered revenue.Starting Price: $3.50/month -
22
Native Teams
Native Teams
Native Teams is a global employment platform that helps businesses hire, onboard, pay, and manage employees and contractors across 95+ countries. Trusted by 3,000+ businesses worldwide, Native Teams brings employment, payroll, payments, and compliance into one platform, helping companies scale internationally without setting up local entities themselves. Our key services include: Employer of Record (EOR): Hire employees internationally through Native Teams, with contracts, payroll, taxes, benefits, and local compliance managed on your behalf. Global Payroll: Manage compliant payroll across multiple countries through one platform. Gig Pay: Pay gig workers quickly, securely, and across borders. Contractor Pay: Simplify multi-currency contractor payments, invoicing, and compliant administration. Contractor of Record: Manage contractor contracts and legal obligations while reducing misclassification and compliance risk. Entity Management: Support for legal entity setup and ongoing administration and compliance in international markets. Relocation Services: Support with work permits and visas, available alongside EOR services.Starting Price: $99/month -
23
WinMan ERP
WinMan ERP Software
WinMan ERP is an all-encompassing solution designed to manage the operational, quality, commercial, and financial processes of manufacturers and distributors. It is particularly well-suited for companies embracing Lean strategies. Supported by our UK-based in-house development and support team, WinMan ensures a consistent and seamless experience throughout your journey. Its flexibility and scalability make it an ideal choice for a wide range of industries, offering On-Premises, Cloud, and mobile solutions to suit businesses of all sizes. With over 30 years of experience, WinMan focuses on continuous improvement and innovation to help organisations streamline processes, enhance productivity, and maximise ROI. Trusted by hundreds of active users worldwide, and with offices in the UK and US, our approach prioritises understanding your unique business needs to deliver a tailored ERP solution. -
24
BizPlanBuilder
Business Power Tools
If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.Starting Price: $27/month -
25
Pedfs
Pedfs
Pedfs is an AI-powered workspace for extracting, creating, and organizing financial documents. It turns PDF invoices, receipts, bank statements, and expense records into usable, export-ready data. Upload individual invoices and receipts or process a full batch at once. Pedfs extracts key fields including vendor names, invoice numbers, dates, taxes, totals, payment details, and available line-item information. Track batch progress, view each file’s status, and retry a failed file without restarting the remaining documents. Keep prior results in PDF History, select the records you need, and export structured extraction data in CSV, Excel, or JSON for bookkeeping, analysis, reporting, and downstream workflows. Pedfs also includes an Invoice Creator for producing professional invoices in a guided workspace. Add business and customer details, line items, quantities, prices, taxes, totals, notes, and payment instructions to create consistent invoices faster.Starting Price: $29.90 -
26
PayVora
Dune Payments Limited
PayVora is a digital financial platform designed to help individuals and businesses manage payments through one secure, easy-to-use experience. The platform supports payment collection, transfers, payouts, virtual cards, account services and other financial tools through integrated banking and payment partners. PayVora is built for businesses, merchants, professionals and consumers seeking faster and more convenient ways to manage domestic and international payments. Features are provided subject to availability, eligibility and applicable partner and regulatory requirements. -
27
AI Valuation Insight (AIVI)
DragonVerse Media Inc
AI Valuation Insight (AIVI) is an AI-powered M&A exit readiness and business valuation platform built specifically for boutique advisors, investment banks, and M&A brokers. Our software streamlines client onboarding and advisory workflows: - Branded Diagnostic: Run custom-branded readiness assessments under your own firm's logo and disclaimer. - Auto-CIM Generator: Automatically turn diagnostic and financial data into structured, professional Confidential Information Memorandums (CIMs). - Synergy Radar: Perform AI-assisted analysis to identify strategic fit themes across potential buyers. - VDR Kanban: Help clients prepare for due diligence by managing Virtual Data Room (VDR) remediation tasks in a visual interface. - Persona Tuning: Customize AI analysis tone to match your firm's professional communication standards. Accelerate deal preparation and eliminate spreadsheet liabilities with AI-assisted M&A workflows.Starting Price: $79 -
28
TapBooks
TapBooks
TapBooks is modern bookkeeping software built for freelancers, consultants, agencies, and small businesses. Capture receipts with AI-powered data extraction, create and send professional invoices, track income, expenses, and VAT, and keep your books organized in one simple workspace. Generate accountant-ready reports and exports in minutes, making month-end closing faster and reducing manual bookkeeping. Unlike traditional accounting software, TapBooks focuses on speed, simplicity, and an intuitive user experience so business owners can spend less time on bookkeeping and more time growing their business.Starting Price: $19/month -
29
Roadbase
Roadbase
Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.Starting Price: $10/month -
30
Finicity
Mastercard
Finicity’s open banking platform makes connecting your customers’ financial data to your app or service simple. Finicity’s open banking platform is being used by some of the largest and most innovative organizations in the world to empower their customers with better financial experiences. Data quality is essential to your experience. Our data is battle tested in the most rigorous markets. Easily code to endpoints, test data and connect to Finicity’s open banking platform for leading API coverage of banks, credit unions, payroll providers and other financial services. Our suite of APIs makes it easy to access the data you need to power your products.
