Best Finance Software - Page 74
View:
-
1
Datafinia
Datafinia
Datafinia is an institutional-grade quantitative research platform that brings AI-driven market intelligence, quant scanners, portfolio optimizers, and real-time data into one financial analytics terminal. It is designed to help serious traders, analysts, and institutions stop guessing and put data on their side by unifying live market feeds, interactive candlestick charts, technical overlays, historical market data, regulatory filings, press releases, macroeconomic indicators, fixed income dashboards, fundamentals, analyst consensus, financial statements, and portfolio tools in one research environment. It covers global, multi-asset markets and supports workflows across equities, bonds, commodities, currencies, crypto, forex, and international market datasets. Datafinia’s quantitative scanners help users discover structurally mispriced assets at scale using Z-score filtering, identify deeply undervalued opportunities, and flag overextended risk based on long-term regressions.Starting Price: $29 per month -
2
Cheque
Cheque
Cheque is an invoicing and payment platform that helps businesses stop waiting to get paid by offering flexible payment terms and optional early payment discounts on invoices. Instead of relying on loans, factoring, or awkward payment chasing, Cheque lets suppliers decide when they want to get paid and gives clients the choice to pay early for a better price or pay later at full value. Users can create and send professional invoices in minutes, set flexible due dates, customize terms per client or project, and incentivize early payment without renegotiating contract terms. Cheque also helps teams manage cash flow with clearer visibility, notifying users when a client accepts an early payment offer and when money is received, so they can plan around payroll, bills, freelancers, and project costs with less uncertainty. It supports payment by credit card, ACH, or wire, along with invoice and receipt downloads for clients.Starting Price: $19.29 per month -
3
Nudge
JM Studio LLC
Most contractors lose hours every week chasing unpaid invoices manually. Nudge fixes that — add an invoice once and it automatically follows up until the customer pays. Users add invoices, and the system sends reminders on a customizable schedule, stopping once payments are marked as paid to streamline collections and minimize administrative tasks. Default reminders are sent three days before, on the due date, and at intervals of three, seven, and fourteen days after. Users can customize schedules up to thirty days overdue and choose email, SMS, or both. Messages can be personalized with templates and merge fields for customer names and invoice details. The platform integrates with QuickBooks for easy invoice imports, reducing manual entry. Additional features include customer management, invoice attachments, email notifications for sent reminders, and tracking unpaid, overdue, and paid invoices.Starting Price: $9.99/month -
4
Stack
Ramp
Ramp Stack is an AI platform built for accounting firms, designed to handle bookkeeping, reconciliations, month-end close, and recurring accounting workflows end-to-end. It lets firms assign real work to AI on day one, including reconciliations, schedules, monthly reporting, journal entries, schedule roll-forwards, variance analysis, accruals, and other close-related tasks, moving work from workbook to ledger with human sign-off built in. Stack comes with accounting expertise built in and follows each firm’s exact processes across every client, so teams can run work consistently while maintaining control, visibility, and auditability. It is built around codified SOPs called skills, which agents follow and reuse across clients for common workflows such as reconciliations, journal entries, variance analysis, schedules, and accruals. Firms can edit any skill or build new ones as their book evolves, tailoring Stack to each client’s needs.Starting Price: $15 per month -
5
BMPT Books
BMPT Books Inc.
BMPT Books is a cloud-based business management and accounting platform that helps businesses manage their finances, operations, and growth from a single integrated system. The software includes accounting, invoicing, inventory management, purchasing, expense tracking, payroll, human resources, customer relationship management (CRM), point of sale (POS), fixed assets, project management, budgeting, multi-currency accounting, and comprehensive business reporting. Businesses can create and manage quotations, invoices, bills, purchase orders, journal entries, payroll runs, and financial statements while maintaining real-time visibility into cash flow, profitability, inventory levels, and operational performance. The platform also supports rental and lease management, enabling organizations to manage rental contracts, lease schedules, recurring billing, asset rentals, tenant records, renewals, and payment tracking. BMPT Books includes an AI-powered assistant that helps users.Starting Price: $8/month -
6
E-File Magic
E-File Magic
E-File Magic is a premier online tool designed to make year-end reporting simple, secure, and fast. With a little magic, it helps users e-file, e-deliver, generate PDF forms, print and mail forms, and verify recipient TIN/name information with IRS records. Whether filing a single form or thousands, E-File Magic saves time by letting users import data from Microsoft Excel templates, QuickBooks Desktop or Online, or Xero, then prepare forms with minimal friction and maximum accuracy. It supports a broad range of forms, including major form series such as 1098, 1099, 1099-NEC, 1099-MISC, 3921, 3922, 1042-S, 1097, 5498, W-2G, and W-9, helping users avoid juggling multiple solutions for different reporting needs. E-filing includes participation in the combined federal/state filing program, which, for most states, satisfies both state and federal filing requirements.Starting Price: $6 per form -
7
RetryFi
RetryFi
Failed payments are the silent MRR killer for subscription SaaS, Stripe retries the card, but nobody tells the customer to fix it. RetryFi closes that gap. It connects to your Stripe account with OAuth in seconds, RetryFi only reads your billing data and retries failed invoices; it never creates charges or modifies your Stripe data. It then runs an opinionated, branded four-email dunning sequence that's aware of the decline code: soft declines get smart retries, hard declines skip straight to a "fix your card" email with a one-click update link. You get a recovery dashboard and a 90-day historical scan of what you've already lost. Built for indie and bootstrapped SaaS on Stripe, free up to 10 recoveries a month, no platform price tag.Starting Price: $29/month -
8
Harold
Harold
Harold is a flexible automation tool for new and legacy ERPs, built to stop bad data from entering a business. It extracts, checks, and fixes documents before they hit the systems that depend on them. Most document tools extract data, but Harold is designed to make that data right: missing fields, incorrect totals, wrong VAT, bad supplier IDs, and manual checking are caught before they break downstream workflows. AI pulls data from any document, including invoices, receipts, purchase orders, and statements, then rules validate the information automatically, and clean data is sent straight to an ERP, accounting tool, or Zapier flow. Users can upload documents or email them to a unique Harold inbox; Harold extracts headers, totals, line items, and references into structured data; checks run automatically; and issues are flagged or fixed before export. Data can land cleanly as CSV, Excel, ERP output, or an automated Zapier flow.Starting Price: $25.11 per month -
9
FlexiEPM
Flexi Solutions sp. z o.o. sp.k.
FlexiEPM is an EPM platform with advanced FP&A, financial reporting and consolidation capabilities for mid-size and large companies, capital groups and international organizations. Excel stays the working interface. Data, versions and rules move into one central database, so teams plan and report with permissions, business logic, change history and drill-down to source data. Capabilities: budgets, rolling forecasts and what-if scenarios; management and financial reporting; multi-company, multi-currency consolidation with eliminations and account mapping; group reporting; cost allocation and profitability management; demand planning; personnel cost planning; IFRS 16; faster financial close. FlexiStatements refreshes figures in statements prepared in Word. Microsoft SQL Server based, integrates with ERP, HR, accounting and BI systems. Cloud or on-premise. English and Polish interface, easily localized into other languages. By FlexiSolutions: 10+ years, 60+ implementations.Starting Price: From 750 euros per month -
10
Handl
Dazlab
Handl is an AI-native financial operations platform purpose-built for freelancers and small agencies (1-10 people). It consolidates quoting, invoicing, payment collection, and scope management into a single workspace, eliminating the need for multiple disconnected tools. Key capabilities include: Professional quotes and invoices with integrated one-click payment links Automated payment reminders sent before and after invoice due dates Real-time scope change tracking to prevent billing disputes AI-powered follow-up communications that maintain a professional, personal tone Dashboard visibility into outstanding invoices, payment status, and cash flow Designed by an agency founder with 20+ years of experience in client services, Handl addresses the operational pain points that consume disproportionate time in small service businesses — particularly the challenge of collecting payment without damaging client relationships.Starting Price: $29/month/user -
11
MDE Pro
OurNetHelps
MDE Pro is a white-label mortgage readiness assessment platform built for mortgage brokers, lenders, and loan officers. It helps convert anonymous website visitors into qualified borrowers through an interactive assessment that analyzes affordability, debt-to-income ratio, estimated payments, and mortgage readiness. Borrowers receive personalized recommendations while brokers convert more of their existing website traffic into loan applications without changing their current workflow. The platform installs with a single script, supports custom branding, works on any website, and is designed to complement existing LOS and CRM systems.Starting Price: $29/month -
12
Enlivy
Enlivy
Enlivy is a commercial operations platform for service businesses. It connects proposals, contracts, invoicing, payments, and bank reconciliation in one system with EU e-invoicing through PEPPOL and ANAF eFactura built in natively. A proposal converts into a contract with multi-party parallel e-signature. A signed contract generates an invoice with automatic tax and multi-currency support. Payments are matched against imported bank statements. Every record links back so audit trails and client history stay complete. Clients access a branded Customer Portal with passwordless login to view, accept, sign, and pay. The platform is API-first with a REST API, webhooks, Slack, Zapier, and MCP server integrations. Six languages, 41 countries, multi-organization support. Free plan with no card and no time limit. Paid packs from EUR 4.99/month.Starting Price: $4.99 -
13
FreeBillKit
FreeBillKit
FreeBillKit is a free online business document generator that helps freelancers, contractors, startups, landlords, nonprofits, and small businesses create professional invoices, quotations, purchase orders, contractor invoices, commercial invoices, proforma invoices, credit notes, delivery challans, rent receipts, cash receipts, and donation receipts within seconds. Everything runs directly in your browser, so your data stays private. There is no signup, no watermark, and no software installation required. Users can customize templates, upload their company logo, choose multiple currencies, preview documents in real time, and instantly download professional PDF files.Starting Price: $0 -
14
Tradeics
Tradeics Inc.
Global B2B trade powers economies, yet most businesses still run on outdated systems, fragmented tools, and processes that slow growth instead of enabling it. Procurement is treated as a cost center, supply chains remain siloed, and digital transformation often adds layers of complexity rather than clarity. Tradeics is changing this. We are building the B2B Trade OS, a next-generation operating system for global trade that unifies Source-to-Pay, B2B Sales, e-Procurement, Finance, and Supply Ecosystem Management in one seamless platform. But Tradeics is more than a product. It is a network where buyers, suppliers, and experts connect, collaborate, and grow together. Our mission is clear: simplify trade, accelerate growth, and bring trust and transparency into every transaction.Starting Price: $0 -
15
Slash
Slash
Slash is a financial platform that brings business banking, corporate cards, treasury, working capital, stablecoin payments, invoicing, bill pay, and global money movement into one place. Businesses can open checking accounts, send and receive ACH, wires, RTP, and FedNow transfers, create virtual accounts for separate money pools, and manage multiple entities in one workspace. Slash corporate cards include unlimited virtual and physical cards, spend insights, granular limits, merchant controls, user permissions, and multi-step approval workflows. Intelligent tools automate routine financial operations through balance-based transfers, vendor-specific ACH authorizations, scheduled payments, reimbursements, receipt collection, and accounting categorization. Teams can connect QuickBooks, Xero, and Plaid, sync transaction data, and use analytics to monitor spending and financial trends across accounts.Starting Price: $25 per month -
16
Dash.fi
Dash.fi
Dash.fi is the financial OS for scaling businesses, bringing corporate cards, spend management, approval workflows, expenses, accounting automation, bill pay, vendor management, financial accounts, rewards, and AI audit agents into one account. More than a card, it gives teams the right spending power while maintaining precise controls over every dollar. Businesses can issue cards, set rules, route approvals, capture receipts, code expenses as they happen, and synchronize transactions with QuickBooks Online, NetSuite, Xero, or Sage Intacct. Merchant mapping, chart-of-accounts synchronization, and bidirectional ERP integration help ensure every transaction is accurately coded and posted without manual intervention. Dash.fi also uses AI audit agents to find money businesses may be losing across advertising, shipping, and AI usage.Starting Price: Free -
17
Lejr
Lejr
Lejr is double-entry accounting software for small businesses. It runs as a web app with an AI assistant built in, and it optionally connects to outside assistants like Claude, so you can ask about your books and make changes in plain language instead of clicking through menus. The ledger is real accounting. Every entry balances before it saves, corrections point back to the original instead of overwriting it, and every change is logged. Bank and card feeds connect through Plaid. Transactions land in a review queue with suggested categories, and can be split, matched to open invoices and bills, or paired as transfers. Lejr also handles estimates, invoices, bills, customers, vendors, documents, fixed assets and depreciation, mileage, loans, and sales tax. Reports include the balance sheet, income statement, cash flow, trial balance, general ledger, and A/R and A/P aging.Starting Price: $15/month -
18
VRTrust
VRPlatform
VRTrust is an all-in-one vacation rental accounting software built for short-term rental property managers, accounting teams, and growing portfolios. Manage trust accounting, operations accounting, owner statements, bank reconciliation, financial reporting, and owner payouts in one connected platform. VRTrust helps teams automate complex accounting workflows, reconcile OTA payouts to bank activity, track revenue and expenses by property, manage owner funds, monitor guest balances, and maintain a clear general ledger. Built-in reporting includes profit and loss statements, balance sheets, trial balances, trust reconciliation, lodging tax reporting, owner statements, and property-level financial insights. With bank feeds, automated reconciliation tools, customizable fees and commissions, multi-property reporting, ACH owner payouts, API access, and AI-ready workflows through MCP, VRTrust reduces manual work and gives property managers greater confidence in their numbers at scale.Starting Price: $375/month -
19
ARPilot
DALE Labs LLC
ARPilot is an AI-driven accounts receivable automation platform for B2B finance teams that invoice on terms. It runs the entire invoice-to-cash follow-up cycle — AI-drafted multi-channel outreach, self-service payment plans with automatic ACH/card charging, payment links, bank-feed cash application, dispute intake, and AR analytics — while keeping a person in control: nothing sends to a customer, and nothing writes back to your ledger, until someone approves it. The AI drafts outreach and times it from your own response history. Follow-up runs on schedule, stops the moment an invoice is paid, and pauses automatically when a customer raises a dispute. ARPilot sits alongside your accounting system (bidirectional QuickBooks sync; REST API or CSV for others) rather than replacing it. Free tier available; self-serve signup, live in days.Starting Price: $99/month -
20
Restryde
Lacentra Labs
Restryde is automated payment recovery for subscription businesses using Stripe. When a customer’s payment fails, Restryde detects it immediately and recovers it through a graduated sequence of personalised emails, no manual chasing required. Built for businesses too small for enterprise tools like Churn Buster or Churnkey, but still losing real revenue to failed payments. Every recovery email is matched to the actual reason a payment failed, expired card, insufficient funds, or otherwise, so customers get the right message, not a generic template. AI-personalised and fully AI-generated email tiers are available, along with Bring Your Own Key (BYOK) support, connect your own OpenAI or Claude key instead of Restryde’s, and pay less. A built-in recovery guarantee means you’re not charged unless Restryde recovers more than your subscription costs in your first month. Pause, resume, or manually adjust any recovery in progress, automation doesn’t mean losing control.Starting Price: $10/month, Basic Tier. -
21
Invora
Ownware
Self-hosted invoicing you own outright - no monthly fee, no cut of what you bill, no invoice cap. Estimates convert to invoices in one click, every document renders to a branded PDF, and clients open a public link without an account. Record part-payments and see what you are owed by client and by age. Recurring invoices draft each cycle for you to review; a unique period stamp means the same month can never draft twice. Nothing is emailed automatically - every client email is a button you press, sent through your own SMTP, each attempt logged. Version 3.1 adds emailed invoices and reminders plus an .ics feed of due dates, all shipped switched off. Also included: REST API with revocable keys, webhooks, an MCP endpoint for AI assistants, 2FA, OIDC sign-in, scheduled backups, audit log, dark mode. Plain PHP 8 + MySQL or SQLite, no framework, no build step. It never phones home. A live demo runs on the product page - it opens signed in, with no signup and no password.Starting Price: $99 one-time -
22
SaturnShift
SaturnShift Inc
SaturnShift is a unified payments platform for small businesses. Merchants can send invoices and payment links and accept credit and debit cards, ACH bank payments, and stablecoins including USDC and USDT from one platform. SaturnShift includes automated invoice reminders, customer management, refunds and payment reporting, plus native QuickBooks Online integration that synchronizes customers and invoices and automatically records payments, fees and refunds. A native WooCommerce plugin lets online stores accept supported payment methods directly through their checkout. SaturnShift is designed to simplify payment acceptance and reconciliation without requiring businesses to manage separate systems for traditional and stablecoin payments.Starting Price: $49/month -
23
OneTouch Leasing
OneTouch Leasing UK Ltd
OneTouch Leasing is a specialist lease accounting platform. Everything we have built is designed to solve one problem: making lease accounting simple, accurate, and auditable. Built by a team with over two decades of combined experience in treasury and financial management software. We have brought this depth to the specific challenges of lease accounting under IFRS 16, and critically for the UK market the amended FRS 102 standard. These standards are our entire focus, and our software reflects that specialisation in every workflow and calculation engine. OneTouch Leasing is designed for finance teams who need flexibility, speed, and clarity. Whether managing property, equipment, or vehicle leases, our platform adapts to your needs and makes lease lifecycle management effortless. OneTouch Leasing delivers seamless connections across your financial ecosystem. From ERPs and GLs to file storage, APIs, and SFTP servers, we automate data flows for speed, accuracy, and compliance.Starting Price: £250 per month -
24
OpenBudget
OpenBudget
OpenBudget connects your bank and investment accounts to Claude, ChatGPT, and any other AI assistant through MCP, so you can ask real questions about your money and get real answers, not generic advice. Once connected, every transaction and every holding syncs automatically. Ask about your spending, your net worth, your dividend income, or what you'd owe in capital gains tax before you sell, and Claude answers from your actual accounts instead of guessing. The connection is read-only. OpenBudget can see your data but can never move money, place a trade, or change anything in your accounts. It works with whichever AI client you already use, so you're not locked into one app to get value from it. Plans start at $5/month with a 7-day free trial.Starting Price: $5/month -
25
CollectIQ
Vaidev Technologies
CollectIQ is a locally-run Accounts Receivable Intelligence Dashboard. It reads AR transaction data directly from Excel and generates a professional dashboard covering ageing analysis, per-customer DSO tracking, credit scoring, an interest engine, and payment reminder drafts. Runs 100% on your machine — no cloud, no login, no subscription. One-time payment. Free tier available for up to 50 customers.Starting Price: $0 (Free tier); Pro $39 -
26
Yodiwo
Yodiwo
Yodiwo is an AI-powered full ESG management platform that centralizes and automates sustainability processes across environmental, operational, and organizational domains. Its modular subsystems collect, validate, consolidate, analyze, and report sustainability data from corporate systems, IoT sensors, energy meters, HR platforms, ERP software, emails, and other sources. Yodiwo serves as the ESG data management and reporting layer, continuously calculating KPIs, validating data with AI, forecasting performance, and generating reports aligned with frameworks and standards such as GRI, ESRS, the GHG Protocol, and ISO. Organizations can manage Scope 1, 2, and 3 emissions, supplier sustainability, corrective actions, audits, and compliance while maintaining traceability across business units and subsidiaries. Additional modules extend the platform into energy and asset management, IoT monitoring, task management, employee scheduling, workspace management, and more.Starting Price: Free -
27
InboxDoc
Techarenabg LTD
InboxDoc is an AI-powered invoice processing tool that turns a cluttered email inbox into clean, structured financial data. It connects to Gmail, Outlook, or any IMAP account and automatically scans incoming mail for invoices and receipts, no manual forwarding needed. InboxDoc reads each invoice with AI and extracts vendor name, amount, tax, currency, and date. It flags duplicate invoices before they get paid twice, and flags zero-value invoices caused by scanning or formatting errors. All data exports directly to Excel, pre-sorted into Income and Expense categories, ready for a bookkeeper or existing accounting workflow, eliminating hours of manual data entry. Built for freelancers, bookkeepers, and small business owners handling a steady stream of vendor invoices. Free trial covers the first 5 invoices, no credit card required. Paid plans start at €19/month.Starting Price: 19€ -
28
CommodityPriceAPI
Jfreaks Software Solutions
CommodityPriceAPI is a developer-first REST API delivering real-time and historical price data for 170+ commodities, including gold, silver, WTI and Brent crude, natural gas, and agricultural assets. Prices are aggregated from exchange-grade sources and refreshed second-by-second, with rates available in 150+ quote currencies. Five predictable endpoints cover the full workflow: latest rates, historical rates back to January 1990, time-series data, fluctuation calculations, and a symbols reference, all authenticated with a single API key and returned as clean JSON. No SDK is required, integration typically takes under 5 minutes. The platform includes an official MCP server, letting AI assistants like Claude and Cursor query live and historical commodity data directly. Built for fintech dashboards, trading tools, agri-tech platforms, and energy monitoring, with 99.97% uptime and sub-80ms average response times.Starting Price: $15.99/month -
29
Sokin
Sokin
Sokin is a global business payments platform that helps companies manage accounts, move money, accept payments, and operate across international markets from one place. Businesses can hold and manage funds with local or international bank details in 26 currencies, reducing the need for multiple providers or regional entities. Global payments support 70+ payout currencies across 170+ countries through local payment routes, SWIFT, and instant transfers between Sokin accounts. Teams can save beneficiaries, convert currencies, assign user roles for payment authorization, and process up to 5,000 unique payments at once to reduce manual work. It also supports payment acceptance through cards and alternative payment methods, as well as embedded financial services through flexible APIs. Businesses can automate payouts, currency conversions, onboarding, KYC and KYB processes, and other payment workflows while integrating functionality into their own products.Starting Price: Free -
30
Greatwill
Greatwill Oy
Greatwill is Finnish consolidation software built for preparing consolidated financial statements under the Finnish Accounting Act (FAS, Finnish GAAP). It breaks the consolidation down into group events: each event is a short form, and the elimination entries, reconciliations and the consolidation worksheet are generated from the data entered in the forms. There is a form for every group event: founding and acquiring a subsidiary, intra-group income, expenses, receivables and payables, unrealised margins in inventory and fixed assets, intra-group dividends, translation differences of foreign subsidiaries, minority interests, the transfer of depreciation differences and tax-based reserves to equity and deferred tax, equity-method accounting for associates, and the sale or merger of a subsidiary. Each form asks only for what matters; exchange rates, tax effects and minority shares are handled automatically.Starting Price: $3,500/year
