Best Finance Apps for iPhone - Page 2

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.

Grow revenue and streamline operations with our easy-to-use reservations software and online booking engine. With our cloud-based solutions, you have the flexibility to maximize the guest experience during, before, and after the stay. Train staff and implement automated processes that improve operations, enhance guest management efforts, and secure payments with our integrated payment processing. - Improve Operational Efficiency - OTA/Google Hotels Connections - Real-Time Rates/Availability - Multiple Calendar Options - Upsell Add-Ons and Packages - ADA Search Filters - 24/7/365 Support (Phone, Email, and Knowledge Base Articles)

Fraxion is an all-in-one procure-to-pay solution built for mid-market companies. It enables complete spend management by automating procurement, accounts payable, expense management, and spend analysis on a single connected platform. Key capabilities include requisition to PO automation, real-time budget and policy controls, multi-level approvals, PunchOut, catalog purchasing, AI-driven AP automation and spend analysis, payments, and a mobile app for on-the-go spend control. Every transaction produces a full audit trail from requisition to payment. Fraxion is designed for the Office of the CFO. Finance teams start with the solution they need most, procurement or AP automation and expand to full procure-to-pay without reimplementation. SOC 2-compliant. Integrates with major ERP and accounting systems: Sage, Microsoft Dynamics, NetSuite, QuickBooks, and Xero. Trusted by mid-market organizations across healthcare, life sciences, agriculture, education, natural resources for over 20 years.

ARGOS is an AI-powered identity verification and workflow automation platform that helps businesses securely verify individuals and organizations worldwide. Our mission is to create a safer digital ecosystem by enabling companies to identify anyone, anywhere, at any time. ARGOS ID Check provides fast, seamless remote identity verification for fintech, gaming, virtual assets, e-commerce, telecommunications, and other regulated or high-risk industries. Supporting identity documents from more than 200 countries, it combines document verification, facial recognition, selfie verification, liveness detection, AML screening, age verification, and fraud prevention in one platform. Its modular design allows businesses to customize each verification workflow based on their risk, compliance, and customer experience requirements. ARGOS helps detect forged documents, deepfakes, duplicate accounts, bots, VPNs, and other suspicious activity while reducing friction during onboarding. ARGOS Omni extends these capabilities to KYB and general workflow automation. It helps businesses streamline document collection and data extraction, business registry searches, ownership and UBO identification, AML screening, and case review. Customizable workflows, decision rules, and detailed audit trails reduce manual work and create a more consistent, scalable compliance process. Together, ARGOS ID Check and Omni help organizations onboard customers and businesses faster, reduce operational costs, prevent fraud, and manage compliance more effectively.

Sumsub is the world's first AI-powered trust infrastructure platform for compliance operations at scale. By bringing together identity and business verification, fraud prevention, ongoing monitoring, and risk management in a single platform, Sumsub helps businesses simplify compliance, adapt to evolving regulations, expand into new markets, and grow with confidence. As trust becomes a continuous process, organizations need every verification, risk signal, workflow, and decision to work together. Sumsub replaces fragmented compliance tools with unified monitoring and decisioning, helping businesses strengthen security, improve efficiency, and scale operations without increasing complexity or headcount. Powered by Summy AI, AI-driven decisioning, and MCP connectivity, the platform enables teams to automate compliance workflows, accelerate investigations, reduce manual work, and respond faster to regulatory and business changes. Built for digital businesses and highly regulated industries, Sumsub serves organizations across financial services, banking, fintech, crypto, mobility, trading, marketplaces, education, and iGaming. Operating in more than 220 countries and territories, the platform helps companies localize onboarding, meet regional compliance requirements, and adapt workflows for different customer segments, jurisdictions, and risk profiles without extensive redevelopment. Trusted by more than 4,000 organizations worldwide, Sumsub's customers include Bybit, Bitpanda, Wirex, Avis, Vodafone, Duolingo, Kaizen Gaming, and Bancaribe. The company has been recognized as a Leader by Gartner, Forrester, IDC, Liminal, and KuppingerCole for its innovation in digital trust and compliance. Sumsub also contributes to the global fight against fraud and financial crime by collaborating with organizations including the UN, Statista, and INTERPOL. Its original research, including the Global Fraud Index and Fraud Report, provides insights into emerging fraud and AML trends for businesses, regulators, and financial institutions. Since 2026, Sumsub has been a member of the World Economic Forum's Unicorn Community and its Centre for Financial and Monetary Systems.

Melio is an accounts payable tool built to simplify bill payments, boost workflow efficiency, and optimize cash flow for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Pay vendors online through bank transfers or credit/debit cards, even if they typically accept checks—Melio manages the manual work for you. Effortlessly integrate with QuickBooks and Xero to ensure your financial records stay current. With Melio, pay by bank transfer or card to extend cash flow and earn rewards. Adding vendor or bill details is a breeze—input them manually, upload files, or take a photo of invoices. Schedule payments to align with your cash flow, and let Melio handle the rest. International vendor payments are made easy by paying in their local currency for products and services your business needs. The Melio mobile app, available for iOS and Android, lets you monitor and manage payments anytime, giving you full control over your finances on the go.

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

Choose from hundreds of beautiful invoice templates to create and send custom invoices. Add a professional touch to your invoices by uploading your business logo. Add a personal touch with your own signature. Keep track of invoices on both desktop and mobile devices. Get paid instantly when using one of the supported payment gateways. Go green and avoid printing invoices on paper by emailing them directly to your customers. Creating an account is free and there is no cost for invoicing a combined total of $1000 worth of invoices every 30 days. Sign up today and start invoicing easier with Invoice Home.

EBizCharge is the leading embedded payments application for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP. Companies use EBizCharge to: ◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart ◉ Automate billing and reconciliation to save time and reduce errors ◉ Speed up collections with easy billing tools: payment links, online customer portal, recurring billing, saved cards, and more ◉ Reduce risk with enterprise-grade security certified by the PCI-Security Council: PCI-compliance, encryption, and tokenization

When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. The platform helps organizations share confidential files, manage buyer and investor review, support M&A, raise capital, handle asset sales, complete audits, and coordinate licensing workflows without relying on scattered email threads or basic file storage. Teams can organize documents in guided workspaces, invite internal and external users, set permission based access, apply watermarking and digital rights management, search with OCR, manage Q&A, track activity, and monitor critical file activity. CapLinked also offers Team and Enterprise plans, integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive, API options, concierge support, and training resources. For companies that need a faster, safer, and more professional way to run confidential transactions, CapLinked delivers on its promise as The Deal Room That Works. Visit caplinked.com.

Since 2012, AuctionMethod has provided white-label auction software and custom auction software development for the auction industry. Based in Massachusetts, serving the U.S., Canada, Australia, and New Zealand. AuctionMethod serves auctioneers, estate liquidators, farm and heavy equipment, industrial, salvage and recycling, non-profit, corporations, retail liquidators, auto/car dealers, real estate, arts and collectibles, and single-use auction businesses. AuctionMethod is the winner of the SourceForge Spring 2026 Top Performer Award in Auction Software, and is rated 4.9/5 on Capterra and SourceForge. AuctionMethod's model includes no commissions, no per-lot fees, no platform skim, and no contract, so clients keep the revenue from every sale instead of splitting it with the platform. Clients also keep 100% ownership of their bidder lists, seller lists, item data, images, and transaction history on a fully white-label auction website rather than a shared marketplace listing. The platform covers catalog and lot management, consignor setup, bidder registration, invoicing, payment processing, tax handling, and reporting in one system. Auction event types include timed online auctions, simulcast auctions, blind timed auctions, catalog-only, fixed-price, and perpetual events. AuctionMethod includes a mobile app for iOS and Android and integrates with Fiserv, Stripe, Authorize.net, and more. Hosted on AWS with separate client databases, AuctionMethod specializes in real-time speed for live, rapid-fire simulcast auctions, where latency is critical and must stay under one second so online bidders do not miss the auctioneer's hammer, and the platform is fully hosted with daily backups, auto-scaling for high traffic, and security updates included, with 100% uptime tracked on a public status page. For operations whose workflows fall outside the standard product, AuctionMethod also builds custom auction software development solutions, a dedicated codebase built around a client's specific processes, quoted at a fixed rate. AuctionMethod's pricing starts at $100/mo with a $250 one-time setup charge, and is published publicly. AuctionMethod offers a 30-day free trial, no credit card required.

DATABASICS is driven to meet the most demanding Time and Expense management challenges for mid- to large-size enterprises with distributed workforces around the world. By combining two world-class tracking systems in one, we address two critical business processes with absolute ease in one solution. Our system provides the utmost flexibility in configuration and reporting by seamlessly integrating with almost any program or software you’re already using, so a perfect fit comes standard for every customer. Plus, you can be up and running in about a month with a solution that is fully customized to your organization’s needs.

Established in 1992 in NYC, Runit is THE cloud-based Retail Management and Point of Sale (POS) system for high-end apparel, footwear, sporting goods and gift retail chains. Combining a flexible platform with highly personalized 24x7 service, we will enable you to integrate processes across your stores, warehouses, websites and third party online channels. Whether your chain is comprised of three stores, fifty stores or more, Runit RealTime Cloud will adapt with you as it helps you streamline ordering, distribution, customer experience, payments and e-commerce integration. Runit RealTime Cloud is available for PC, Mac and iPad, giving you plenty of options to leverage hardware you already have. Available on an affordable month-to-month subscription basis (which includes all support), our depth of experience and flexible platform is well within reach, even when budgets are tight. We do not require long-term commitments or hefty upfronts. Request a customized demo today!

30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX!

10Duke Enterprise is a cloud-based, scalable and flexible software licensing solution enabling software vendors to easily configure, manage and monetize the licenses they provide to their customers in real-time. 10Duke enables you to gain a single point of license control for desktop, SaaS, and mobile apps, APIs, VMs and devices. It’s cloud-native, supports all license models, integrates with CRM & Ecommerce, has a built-in Customer Identity Management solution, and supports offline scenarios. 10Duke Enterprise is used by SMBs and Fortune 500 customers alike, and is SOC2 audited. 10Duke Enterprise is used across a wide range of industries by the fastest-growing software vendors that offer desktop, SaaS and mobile apps, devices, APIs and VMs. It's specifically designed for fast-growing software businesses looking to scale up licensing & minimize friction. 10Duke Enterprise is used around the world by leading brands including Trimble, Causeway, Seequent, Maxon and Steinberg.

SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence.

SAP Cloud ERP is the premier ERP solution for growth-focused organizations. Seamlessly integrating AI, and predictive analytics, it empowers businesses to digitally transform and streamline processes end to end. Leveraging built-in industry best practices, SAP Cloud ERP accelerates implementation while ensuring precision and flexibility across all functions. Its intuitive interface simplifies complexity, delivering real-time insights that drive strategic, data-driven decisions. Unlock new growth potential, streamline operations, and future-proof your organization in today’s fast-evolving digital landscape. SAP S/4HANA Public Edition isn’t just an ERP system it’s the cornerstone of sustained success. SOX & GAAP compliance Financial controls, forecasting & Reports, Treasury & tax Process Automation (AI, Machine Learning, Robotic Process Automation) Supply Chain & Inventory Templated Integrations Manufacturing and the ability to scale...

Powerful, all-in-one identity verification, fraud prevention, and compliance platform. iDenfy protects startups, financial institutions, gambling, streaming, ridesharing, and other digital services from identity fraud using a three-layer identity verification process. The process protects businesses from the most threatening forms of identity fraud. iDenfy also provides services for business verification, proxy detection, fraud scoring, AML screening and monitoring, NFC verification, and other fraud prevention services. Founded before AML, fraud, and GDPR regulations were put into place, iDenfy pioneered identity verification. The company covers users' ID verification process in full, combining AI-based biometric recognition and manual human checks to ensure they are real users. Save up to 40% of identity verification costs using our ID verification software. Pay per successful ID verification and save up to 40% of identity verification services expenses.

InterProse ACE is a modern, web-based debt recovery software solution built for collection agencies who specialize in consumer or commercial debt, including property management, healthcare, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Developed to be flexible and configurable with no one business case in mind, our feature-rich debt collection application helps users easily manage their accounts, set up custom payment plans, process billing, issue client invoicing and reports, manage legal judgments, report/analyze their data in custom templates, automate just about any manual process and do it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations.

Deel is the global HR platform for onboarding, hiring, and paying your international workforce. Manage global hires, contracts, payroll, compliance, and team engagement from one central dashboard. • Hire contractors and employees in over 150 countries • Generate and sign e-contracts tailored to local labor laws and reviewed by Deel's network of legal partners • Automatically collect documents, permits, and ID verification • Offer full payment flexibility for your team across 120+ currencies and 10+ payment methods • Track and approve time off and expense requests • Simplify accounting with automatic invoicing and API integrations with top accounting software • Access 24/7 support for your team in 10 different languages

Tradogram is cloud-based procurement software built for growing organizations that need more control over purchasing without adding unnecessary complexity. The platform brings the procurement process into a single connected system, from the first purchase request through approval, ordering, receiving, invoice processing, and payment. Procurement and finance teams can see what is being requested, approved, ordered, received, and spent without chasing spreadsheets, emails or disconnected records. Tradogram includes tools for: Purchase requisitions and configurable approval workflows Purchase order management RFQs, RFPs and strategic sourcing Supplier onboarding and performance management Receiving and delivery tracking Invoice processing and three-way matching Budget and spend tracking Contract management Expense management Inventory management Multi-location and multi-entity procurement Procurement reporting and analytics

Grow your app business with confidence. Revenue-based funding and analytics for growing mobile apps and games. Our funding solutions are fast and convenient. No due diligence required. View aggregated revenue and ad spend for all your apps across iOS, Android, Stripe, and more. Get early access to your earnings in the app store so you can execute on growth plans now. Scale user acquisition or optimize product performance to drive revenue without using equity. Hundreds of millions funded to high-potential apps from startup to massive scale. We’ve built a robust platform providing the best customized funding solutions that scale with you. Braavo clients are partners. You’ll always get the support you need, every step of the way. Growing an app business is hard. With over 5 years in the market, we get it, and we will help you succeed. Sustainable funding means all stakeholders are winners, capital providers, founders and their teams using that capital.

Navan (formerly TripActions) is a leading corporate travel management & payments platform. Trusted by nearly 4,000 companies globally, Navan empowers organizations with real-time data and insights to make business decisions, paired with flexible travel management tools that enable quick and decisive action to keep traveling employees safe, control costs and save money. Navan rewards your employees for reducing your company’s travel costs. It’s a win-win. Save time and money with discounted rates, policy controls, and productivity features. Eliminate out-of-policy spend with controls built right into corporate cards. Innovative technology and world-class customer support for travelers and administrators. Empower your employees to book and manage travel with ease and give your company unprecedented control over their travel program. Our platform provides employees with a simple and convenient way to pay for business-related costs and gives your company real-time visibility into spend.

Paycor modernizes every aspect of people management, from recruiting, onboarding and payroll to career development and retention. For more than 30 years, Paycor has been listening to and partnering with leaders to learn what they need: a comprehensive, unified HR platform, easy integration with third party apps, powerful analytics, and custom technology and support for specific industry needs. That’s why more than 29,000 customers trust Paycor to help them solve problems and achieve their goals.

Thanks to the implementation of the CRM Firmao software, you will create a customer database that allows you to shorten the time of customer acquisition, increase conversion at every stage of the sales process, as well as efficiently and comprehensively serve regular customers. Firmao helps to manage the work of the sales department, both in terms of the sales funnel, and acts as a contact center for regular customers of the company. Simple management of the customer base: - Multiple Sources of Opportunities - Automation of the sales process - Increasing the sales volume - Efficient contact with the customer - Comprehensive customer service - Execution of orders for customers It is implemented in companies where contact with leads or regular contractors is required. Firmao's CRM software is the best system for companies planning dynamic development. The implementation of Firmao's CRM is easy and quick. It takes about 1-2 weeks.

Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Through leading-edge technology, best-in-class business functionality, and customer-friendly business practices, Acumatica delivers unparalleled value to small and midmarket organizations. Integrated workflows span the full suite of business management applications, from Financials, Project Accounting, and Inventory Management to CRM. Specialized industry solutions include Construction Edition, Manufacturing Edition, Retail Edition, and Distribution Edition. Acumatica is built on a future-proof platform with open architecture for scalability, ease of use, and rapid integrations. Connected business. Delivered. Rapid integrations. Delivered. Remote collaboration. Delivered. Business resilience. Delivered. Future-proof platform. Delivered.

Take advantage of Overnight Check Mailing with Tracking for secure payments: simply create your checks, click send, and OnlineCheckWriter.com – Powered by Zil Money will print and mail your checks via FedEx overnight. Users can design, customize, and print checks using a regular printer on blank stock paper, saving up to 80% on costs. Checks can be printed at home and mailed to payees with mailing services starting at $1.25. The platform also enables payments via ACH, checks, and wire transfers. In addition, OnlineCheckWriter.com supports secure international payments and offers easy expense control with virtual cards. OnlineCheckWriter.com – Powered by Zil Money integrates with leading accounting platforms to automate bookkeeping and streamline financial operations. Supported integrations include QuickBooks (QuickBooks Silver Tier Partner), Xero, Zoho Books, Sage Intacct, NetSuite, and FreshBooks, allowing businesses to manage payments and reconcile accounts efficiently.

Unlock effortless payment processing solutions with The Card Association. Our comprehensive array of setup options ensures seamless transactions for your business needs. Whether you require traditional card reader payments, convenient mobile payment capabilities, robust e-commerce solutions, or fully integrated POS (point of sale) applications, we have you covered. With our user-friendly interface and versatile platform, you can easily navigate through various payment methods to cater to your diverse clientele. Our team is dedicated to providing you with top-notch support and guidance every step of the way, ensuring a smooth transition and optimal performance. Experience the convenience and efficiency of modern payment processing with The Card Association. Join countless satisfied merchants who have streamlined their transactions and elevated their business operations. Discover why businesses trust us for secure, reliable, and customizable payment solutions.

CrossConcept Continuum goes beyond traditional PSA solutions available today by incorporating cutting-edge UI technology making the solution more user-friendly, resulting in fewer clicks within the solution and time spent logging data. CrossConcept Continuum has been built from the ground up to integrate with all major accounting systems to seamlessly synchronize projects and accounting within one unified system. Our innovative PSA solution allows organizations to maximize profitability by integrating connecting projects and financial accounting, enabling you to manage all stages of your project from conception to completion and deliver on your promises. CrossConcept has decades of experience helping service organizations automate their processes. Clients have ranged in size from a handful of people to over thirty thousand. The founder's and team’s real-world experience is what drove and shaped the creation of CrossConcept Continuum. Our solution is a simple, yet powerful PSA!

More deals, diligence, and compliance get done in Firmex Virtual Data Rooms. With 20,000+ new rooms opened annually, thousands of businesses manage highly sensitive projects and processes with Firmex. Our robust data rooms are designed to give you full control over your documents while being intuitive and easy to use. Firmex is SOC 2, GDPR, and HIPAA-compliant and supports SSO, API, and redaction. You can rest assured that your sensitive information will be safe with our banking-level security and encryption. Our award-winning customer service team is dedicated to helping all Firmex Virtual Data Room users, 24/7/365. Whether you're the data room's admin or a guest, reliable support is a quick phone call, email, or online chat away. Firmex's flexible pricing is unique, offering an unlimited data room subscription or per-use transaction pricing. With a subscription, you can leverage your virtual data room for all of your organization's needs, from investor reporting to audits.