Best Finance Software for CSG Forte

AdaptiveERP provides an all-in-one, user-friendly, cloud-based, customizable ERP with cyber & fraud risk controls. * Enhanced Security for all clients: Your own database & encryption key; in-built access controls & permissions & close to hack-free 2-FA login * Streamline your business. * We handle all setup. * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP *Client Relations & Customer Support * Ticketing * CRM * Issue Tracking * Efficient Document Management: Unlimited Folders/Tags; Assign files/folders to teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio Project Management with Kanban-C & Gantt Charts * Time & Billing * Scheduling * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed Reporting

Zoho Expense is a simple and affordable software that makes expense reporting and monitoring seamless. Created by Zoho, a multinational business software company, Zoho Expense enables users to automate expense recording, streamline the approval process, control expenditures, and gain spend visibility and control. Key features include expense analytics, credit and debit card transaction imports, auto scan receipts, custom report fields, multi-currency support, among others.

ChargeOn is a 100% Salesforce-native application designed to simplify, automate, and optimize how businesses handle payments — all within Salesforce. It bridges the gap between your Salesforce CRM and 14+ leading payment gateways, giving your team a unified platform to streamline your overall payment management. Why Businesses Need ChargeOn Businesses often faced challenges in receiving Salesforce payments due to manual processes. these processes slowed revenue recognition, resulted in duplication of records and imped customer experiences. ChargeOn eliminates these challenges by providing a seamless payment ecosystem inside Salesforce — ensuring faster collections, improved cash flow, and improved visibility in customer's payment journey. No more switching between systems or chasing failed payments — everything happens in one place, securely and automatically.

Automate Your Recurring Billing Business with Subscription DNA® Subscription Billing, Membership & Paywall Software. Subscription DNA's powerful SaaS platform creatively integrates subscription billing, robust subscription management, paywalls and authentication. With our customized front-end options, customers can login and manage their own accounts right from your site. With our branded administrative console you can quickly manage accounts, automate recurring invoicing, analyze reports, communicate with targeted user groups, process transactions, generate payment requests, track member login statistics and much much more. With our hands-on team approach and flexibility, you can leverage ongoing support and custom development services on your terms.

Accept credit card and ACH payments anywhere in Salesforce. Send payment requests to your customers so they can pay from their email. Drag and drop payment component or terminal, no coding necessary. Authorize, capture, void, or refund credit cards right from Salesforce. Tokenize credit card information so you don't store sensitive data. Record other types of payments such as checks, cash, wire, etc. Integrated with leading payment processors (use your existing processor or sign up for a new one directly with the processor). Fully customizable invoice templates. Options for discounts, shipping fees, taxes, credit card surcharge, or any other additional charges. Allow for down payments or multiple installments. Print or email multiple invoices at once. Automatic reminders for outstanding invoices. Works natively with Salesforce accounts, contacts, opportunities, quotes, and products. Accept payments using credit card, eCheck/ACH, check, wire transfer, cash, etc.