Best Finance Software for Typeform

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

The new standard in online payments. Stripe is the best software platform for running an internet business. We handle billions of dollars every year for forward-thinking businesses around the world. Stripe builds the most powerful and flexible tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Millions of the world’s most innovative technology companies are scaling faster and more efficiently by building their businesses on Stripe. We believe that payments is a problem rooted in code, not finance. We obsessively seek out elegant, composable abstractions that enable robust, scalable, flexible integrations. Because we eliminate needless complexity and extraneous details, you can get up and running with Stripe in just a couple of minutes.

Publish online, build a business, work from home. Ghost makes it simple to publish content online, grow an audience with email newsletters, and make money from premium memberships. Publish on your terms. You control the design, the content, the experience, and everything in between. No broken algorithms or social network rules. You're in charge. Create a membership business to develop a direct relationship with your audience and generate sustainable, recurring revenue from your creative work; on your terms. Ghost is the world’s most popular open source headless Node.js CMS — it ships with a default admin client and front-end, but you can also swap them out with your own JAMstack. Explore hundreds of integrations for Ghost to speed up your workflow, or build your own custom integrations with our open source developer SDKs.

Paymo is a work management software that helps small/medium businesses and teams manage their projects, track time, and create invoices. With all these features in one app, there's no need to use and pay for other software. This way you can manage all your work in one place, from start to finish.

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

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.

Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.

Streamline Business Processes with Approveit Approveit revolutionizes workflow automation within Slack and Microsoft Teams. Simplify task assignments, invoice approvals, and contract management with easy-to-set-up templates, automating processes across finance, HR, IT, procurement, legal, marketing, and sales departments. Approveit offers robust task management, enabling you to create, track, and manage tasks directly in your preferred communication platform. Gain transparency with dedicated boards and real-time updates. Why Approveit? Automate repetitive tasks Integrate with over 100 apps Cut spend approval time by 70% Reduce errors and boost efficiency Plus, with every 100 approvals, we plant a tree, contributing 1% of revenue to carbon removal. Try Approveit today and transform your business operations with ease!

Autymate is an AI-powered business intelligence, financial reporting, and automation platform built for franchises, multi-location businesses, and accounting teams. It connects data from QuickBooks, POS, payroll, banking, CRM, and other business systems into one real-time dashboard. Users can automate financial reports, consolidate P&L, balance sheet, AR/AP, GL, and KPI data across locations, track performance by store or franchisee, and drill down to transaction-level details. Autymate also helps identify profit leaks, benchmark locations, set goals, automate royalty reporting, and generate actionable recommendations through its AI Growth Advisor. With role-based access and no-code integrations, teams can reduce manual exports, improve reporting accuracy, and make faster business decisions.

Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.

WhenThen makes building and launching marketplace and platform payment orchestration fast and simple through its powerful and easy-to-implement no-code editor. Allow interoperability between your payment and business apps without development effort. Simulate and test your automation to see exactly how it will perform in the wild before it goes live. Troubleshoot and event retry automation runs by seeing exactly what happened and what data moved where. Improve the performance of your automation through AB testing, scenario simulation and machine learning. Designed from the ground up to protect the collection, storage, and exchange of sensitive customer payments and personal data while maximizing the data’s utility.