Best Finance Software in the USA - Page 44
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Compare the Top Finance Software in the USA as of April 2026 - Page 44
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1
Aidium
Aidium
Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.Starting Price: $79 per user per month -
2
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
3
SuperPay
Rosenbridge
An effortless way to collect payments for your business. We make it easy to receive one-time and recurring payments with zero effort or technical knowledge. Set up recurring payments, and then forget about them. Quickly setup payment plans and invite your customers. We'll take care of the rest. Send one-time pay requests with ease. Enter your customer’s name and email. We'll send them a secure link within seconds. Send a single link to any number of people via email and messaging, or embed on your website.Starting Price: $49 per month -
4
Order MS
OrderMS
OrderMS is your all-in-one solution for efficient inventory and order management. With robust features and seamless Shopify integration, OrderMS empowers businesses to streamline their operations and enhance productivity. Manage your product catalog, track orders, and optimize inventory levels with ease. The intuitive interface and powerful tools allow you to stay organized and responsive to customer demands. Take your e-commerce business to the next level with OrderMS. Beyond Shopify, OrderMS supports integration with various e-commerce platforms, including WooCommerce, Shopify, and Amazon, among others. This versatility allows businesses to consolidate operations, gain deeper insights, and enhance productivity across different sales channels. With OrderMS, you can leverage advanced features like multi-channel inventory management, order fulfillment automation, and detailed reporting to make informed business decisions.Starting Price: $0.01 per month -
5
Do you know how much money you’ll have in 2 weeks? 2 months? Business owners who use Pulse have better cash flow habits and a firm grasp on the pulse of their business. In support of businesses navigating the current economic crisis, we’ve extended our free trial to 90 days. You can quickly toggle income and expenses off and on to see what happens based on different scenarios to see how they impact your bottom line. When you can forecast your cash flow this quickly and easily, you’re empowered to make smarter business decisions. Stop stumbling your way through spreadsheets not knowing what you don’t know. Pulse shows you a simple, easy to understand chart that answers the questions you have about your cash flow. Our user friendly design makes Pulse a breeze to set up and manage your cash flow. It’s so easy that over half of our customers are able to use Pulse every day without it taking up too much of their time.Starting Price: $59 per month
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6
Trovata
Trovata
Modern treasury software. Onboard in minutes, No implementation or IT required. Trovata uses open banking and ERP integrations to automate data aggregation, normalization, and analysis so you can report on cash positions and trends. Instantly and constantly. Trovata is pre-integrated with most banks. Connect in minutes and stay connected. No more downloading .CSV files from banking websites to update your cash positions. Trovata is an open banking platform that lets companies instantly know how much cash they have, forecast more quickly, and manage cash flow with precision. 75% of the work that goes into analyzing cash is manually compiling the source data and rolling over Excel models for most companies. Put an end to manual workflows with Trovata.io.Starting Price: $500 per month -
7
Skyclerk
Skyclerk
Accounting & Bookkeeping for freelancers. Skyclerk has made bookkeeping a breeze for over 10 years and counting. Sign up to make accounting easy again. Skyclerk is one price with unlimited access. No need to worry your self trying to pick the right plan. Upon login, all you need is one quick glance to know how well your business is doing. With Snap!Clerk we turn your receipts into data. Get paper off your desk and onto your ledger.Starting Price: $6 per month -
8
ExpenseTron
Harmonize
Simple expense reporting on Slack. Slack app to track and reimburse your team's expenses. Start 14 day free trial. No credit card required. Cancel anytime. ExpenseTron works on Slack and takes over all mundane tasks related to filing expenses. Say goodbye to manual data entry and keep your books updated with realtime expense filings, approvals, and reimbursements. Never worry about missing receipts. Simply snap a picture of your receipt and send it over Slack. Or just forward the email receipt. Simply specify the distance traveled and we would convert it to a $ amount for expenses. No more need to keep a manual mileage log. File expenses in the currency of your invoice. ExpenseTron automatically converts it in the currency of your accounting software with realtime currency conversion rates.Starting Price: $2 per user per month -
9
Reviso
Reviso Cloud Accounting
Online accounting software for bookkeepers and small businesses. Efficient. Secure. Extensible. Reviso is fully compliant with Making Tax Digital with direct VAT Return filing to HMRC and an HMRC recognized software supplier. We believe in collaboration and that the better we become at working together, the better we become at doing business. Reviso is a document centric application that allows for attachments, scanned vouchers, mobile capture, PDF invoices etc. Documents can easily be retrieved at audit time or if a copy is needed to be found later on. Reviso provides effortless expense management in tight collaboration with company advisors so they can ensure that financial data captured gets booked correctly. Reviso supports full quote, order, Invoice and reminder flows with a flexible layout/template designer that can make the small business appear professional when doing business with customers.Starting Price: £20 per month -
10
Nomisma
Nomisma Solution
The ultimate cloud based accounting software for accountants, bookkeepers and small to medium sized business owners. We've simplified bookkeeping and payroll, making it a breeze for any business owner. We also provide completely inter-connected, cloud based year end accounts, self assessment and CRM modules for accountants. Free Mobile App - Including Receipt Capture VAT MTD Ready Bank Feeds Sign up for a free trial today! Cloud-based bookkeeping software that helps business owners grow, get on top of their finances, make better financial decisions, collaborate with their accountant or bookkeeper and build more profitable businesses. The monthly fee includes linked final accounts, corporation tax and self-assessment submissions.Starting Price: $6.15 per month -
11
BluMortgage
BluRoot
Top-rated CRM for mortgage brokers. BluMortgage is a CRM for mortgage brokers that provides pre-templated email campaigns to streamline communications with clients. BluMortgage’s application pipeline simplifies the complex operations of a mortgage broker. As a mortgage broker, your most valuable asset is the relationship that you have with your clients. BluMortgage provides tools to establish these relationships during the application process as well as strengthen them even after closing. Pre-built drip campaigns make it automatic to reach out for birthdays, anniversaries and renewals. Use advanced reporting to identify refinance or upsell opportunities. With activities in the CRM, run reports to gain key productivity insights. Keep everyone on your team moving in the same direction with centralized tracking. Track notes, tasks, outstanding conditions and emails in the CRM.Starting Price: $50 per user per month -
12
Cyanic Job Book
Cyanic Automation
Project management software to run your survey company. Have the ability to store all your customers and job locations in an easy to use intuitive software system built specifically for surveyors. With the ability to search previous jobs, input work hours and keep track of billing. With Job Book you can store your: customers, jobs, track costing, and so much more. Automatically organizes all labor equipment and material cost for each job and allows you to create invoices with one click. Professional Invoices can be exported to PDF or imported to your accounting system of choice. Ensures that all work gets invoiced and nothing falls through the cracks. Find any job using any job details, legal addresses, or area on a map. Find pertinent information on past jobs to quickly complete existing jobs. Organize all your clients in a system made for surveyors. Create rate sheet templates for different kinds of jobs and different clients.Starting Price: $40 per user per month -
13
EXEMPTAX
DACENSO
EXEMPTAX helps businesses simplify the process of collecting, validating, renewing and auditing tax exemption certificates in one secure and easy to use platform. We offer flexible and transparent plans, various add-on services, integration options, as well as end-to-end managed services solutions. Test drive a FREE PLAN with no credit card required. Become Audit Ready Today!Starting Price: $250/month -
14
Nimbo
Ecaresoft
Grow and manage your primary care practice. Nimbo delivers the satisfaction and value that help ensure optimal allocation of healthcare resources, keep physicians focused on patient care, and lower your total cost of ownership. The patient journey differs for every practice. Our products are flexible enough to fit the specific needs of your business. A full-fledged cloud based EHR to help you manage your patient records from any device, for any speciality. Configurable medical history and encounter notes. Machine Learning recommendations and note templates for faster documentation. Electronic prescriptions. Email, SMS and WhatsApp patient reminders to reduce no-shows. Google Calendar integration. Self service patient web portal. Schedule in person or teleconsultations. Control your billing and inventory management. Manage your practice like a professional business.Starting Price: $19.99 USD / per user -
15
WP Simple Pay
Sandhills Development
The #1 Stripe Payments Plugin for WordPress. Start accepting one-time and recurring payments on your WordPress site without setting up a shopping cart. No code required. Easily collect payments for services, single products or donations online without coding it yourself or hiring a developer. Skip setting up a complex shopping cart system. All payment processing and data storage uses Stripe's ultra-secure servers keeping your WordPress database size small and website loading fast. Secure Customer Authentication (SCA) is also supported. Mobile and tablet visitors to your site will get a checkout experience optimized specifically for smaller screens. Apple Pay and Google Pay options offer mobile visitors an even easier way submit payments on your site. Allow your customers to sign up for recurring payments. Subscription plans are easily created within your Stripe account and linked to WP Simple Pay Pro. Create installment plans, initial setup fees and trial periods.Starting Price: $99 per year -
16
Finexio
Finexio
Finexio is the leading AP Payments as a Service company focused on enabling end-to-end business payment capabilities in mid-market and enterprise organizations. This fully managed AP Payments as a Service solution represents a powerful disruption to traditional, disjointed manual-based AP processes. Finexio’s modern, efficient service model, robust API, SSO capabilities, and differentiated service capabilities allows companies to eliminate manual processes, lower payment costs, and prevent payments fraud. Founded in 2015 by Payments Industry veterans, Finexio has grown rapidly by working with hundreds of CFO’s across the country, moving billions of dollars securely and efficiently. Finexio alleviates manual work for financial teams AND drives more value from accounts payable.Starting Price: 1000.00 -
17
ePayPolicy
ePayPolicy
The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.Starting Price: $20 per month -
18
MileIQ
MileIQ
MileIQ is the #1 app for automatic mileage tracking, designed to effortlessly log and manage your drives. The app tracks miles automatically in the background, saving users time and eliminating the need for manual logging. Users can classify trips as business or personal with a simple swipe and add notes or custom labels for organization. MileIQ generates tax-compliant mileage reports that make reimbursement and tax deduction easy and accurate. It supports multiple vehicles, custom mileage rates, named locations, and detailed route maps. Available for iOS and Android, MileIQ is trusted by over 1 million active users with more than 80,000 five-star reviews.Starting Price: $7.50/month -
19
NSrv
Nandvarik Systems
NSrv 9.0 Service is Thin-n-Robust Software for Billing of Small Service area like Clinic, Job, Watch, Tailor, Repair, Salon, Parlor, Spa, Beauty. - Features: • FOR Small Workshop, Parlor, Salon, Lab, Design. • TOTAL 72 Features (Modules, 25 Reports) • Laptop/PC/Desktop/Windows Software • Secure, Offline, Fast Transactions • Queue Management, Service, Staff • Add Orders & Generate Bills • Setup Appointments for Customers • Billing-Board for Orders & Quotes • Admin-Board for Details & Reports • Customer, Supplier, Service, Staff • Pay, Bill, Purchase, Accounting • Sale & Purchase Trends of Service/Group • Coupons, Tax Report, Balance-Sheet • Save or Print or Email; Bills & Reports • Service Software, Billing System, Provider AppStarting Price: $100 One-time Payment -
20
Agiled
ZTABS LLC
Manage All Of Your Business In One Place. Stop wasting time switching between different apps to manage your business. Start using Agiled to manage your business in one place. CRM, Invoicing, Contracts, Finances, and Employee management in one place. With Agiled you have an all in one business management platform designed to help you manage employees, projects, tasks, track your time, create professional contracts, track expenses and send professional invoices that get you paid faster. Get updates on slack whenever an action happens on your account. Easily configure slack settings as per your needs. Get real-time updates via push notifications about activities in your account. This way, you get updates even when your tab is closed. Don't like our theme? Customize Agiled's look according to your preferences from the theme options. Yes, you can assign tickets that come from your customer or created by you to any of your teammates or employees from your ticket settings.Starting Price: $15 per month -
21
Paycepaid
Payce Paid
Automate & collect payments simpler, easier, faster. Paycepaid is a smarter way to manage your invoices and collect payments from your customers, keeping your cash flowing. It’s automation with a human touch, because relationships come first. Save time manually managing invoices & spreadsheets. Bring funds into your business faster & improve cashflow. Minimize the risk of aging invoices or complete write-offs. Avoid uncomfortable conversations chasing payment. Paycepaid takes care of your entire manual invoice-to-cash collection process, tracking and following-up invoices ‘til they’re paid in full. Replace those manual paper invoices, spreadsheets, and email chains with a smarter system. Paycepaid’s intelligent dashboard gives you full visibility on where payments are at in real-time. Paycepaid automatically sends emails, SMS, or calls based on the schedule you set. You can also mark customers VIP if you’d prefer to manage their communications 1-on-1.Starting Price: $39 per month -
22
Rossum
Rossum
Rossum is an AI-based cloud document gateway for automated business communication. Rossum solves four key steps in document-based processes at once: receiving documents across multiple channels, automated understanding, two-way communication to resolve exceptions, and acting on the data using in-depth integrations. In typical real-world scenarios, Rossum’s proprietary AI engine outranks narrow data extraction solutions in accuracy. Meanwhile, Rossum’s platform automates the document-based communication process end-to-end. Rossum’s goal for every use case is at minimum a 90% document processing speed increase. Trusted by: Pepsico, Veolia, Siemens, Cushman & Wakefield, and other companies that prefer to build rather than type. -
23
MYOB AccountRight
MYOB
Powerful accounting and business management software. Handle invoices, expenses and payroll – plus inventory, multi-currency and detailed job tracking. AccountRight software for PCs keeps you on track and in control. Notify the ATO and help prepare monthly ATO declarations. Be in the know with automatic exchange rates, manual rate comparisons, and easily linked foreign bank accounts. Keep an eye on how much time and money you're spending and how it stacks up against your plans and profits. Spot best sellers and poor performers ahead of time with advanced and intuitive inventory management features. Customize and send professional-looking invoices and quotes. Send invoices and quotes from any device. Set automated invoice reminders. Track invoices to know when they've been seen, opened and paid. Let your customers see all unpaid invoices at once. Get paid through invoices with AMEX, Visa, Mastercard and BPAY. Cashflow updates as soon as you've been paid.Starting Price: $35 per month -
24
Approvol
Approvol
Everything you need from budgeting and purchasing management in one place - budgeting, requests, approvals, procurements, receiving, invoicing, payments, and analytics - accessible at any time from anywhere. Stay on top with real-time budget reports, purchasing dashboards, and system notifications every step along the way. Decisions making supported by understandings and insights gained from analytical data. Flexible customisation of budget control rules and purchasing approval rules to cover every scenario. Scalable pricing plans suit businesses of all sizes. Flexible multi-dimensional budget control, monitoring, dashboards, and reports. Simple purchase request process with assistants & helpers along the way to support decision making. Receiving & returning driven directly from POs, with dedicated report to keep track of order line status. Auto generate invoices from POs with intelligent checks & reminders to avoid over & under invoicing.Starting Price: $60 per month -
25
Uptrader
Uptrader
Uptrader is a process improvement app for your firm’s hiring, investing, demand management, and supply chain management decisions. After your business weeds out job candidates based on initial screenings, your recruiters may still face a tough & complex decision about who to hire, with nothing to guide their decision making accept their intuition about a candidate. Uptrader resolves this problem by guiding recruiters through a proven process to hire the right person. Select a supply chain partner based on objectives that resonate with your SCM strategy. There's a proven approach for choosing manufacturers, suppliers, and carriers. Uptrader helps firms stop second-guessing these decisions with its supply chain management module. Uptrader generates reports, which give managers insight into how and why a key business decision was made. This feature can also help your team members corroborate their business decisions as being free of bias and psychological traps.Starting Price: $7 per month per user -
26
Priority Rerun
Rerun LLC
Rerun is for any business, organization or association that wants to automate their recurring, subscription or membership billing and accept recurring payments via credit card and ACH. Rerun gives you total control over how you collect payments from your customers, clients, donors or parents. You decide how to configure your payment streams. You decide how and when you want to get paid. Create custom payment streams to match the subscriptions or plans you offer. Choose automated or invoicing billing, start date, frequency, number of payments, payment amount and more. Add your customers to your streams and let Rerun handle the rest – it’s that simple. Don’t have the financial flexibility to absorb credit card fees? By adding a surcharge (where allowable by law) - you can pass on those fees to your clients. When you create a payment stream you can elect to include the surcharge percentage, which will appear as a separate line item on the sale. -
27
easybill
easybill
Write invoices, offers and delivery notes with our cloud-based invoice software. This saves time and nerves. It only takes a few seconds to create an invoice. We make it easy for you to write invoices that are technically correct for tax purposes. And with our interface for tax consultants, your bookkeeping will be completed faster. We care about you and want you to be satisfied. We are therefore always there for you. Of course, at no extra cost. Create professional invoices, quotes or orders in less than a minute. Use invoice templates with all mandatory information or upload your individual invoice layout. Send your documents conveniently by post, fax or email with one click. Your data will be saved and continuously saved on German servers in accordance with current security standards. This makes your data safer than in the office or at home.Starting Price: $10 per month -
28
PORTAX After-Tax Portfolio Analysis
PortaxSoftware
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.Starting Price: $49 per user per month -
29
Donarius for Business
Nuverb Systems
Donarius® will make it easy for you to keep track of customers, sales, leads and accounts receivable. Track sales, track customers, print invoices, email invoices as PDFs, lead follow-up to get new customers, customize your customer types and customer characteristics, avoid duplicates by checking for duplicate customers, and more.Starting Price: $47.98 as a one-time payment -
30
Namu
Namu
Instead of subscribing to multiple platforms, we've built one solution - an integrated and automated financial platform designed and built specifically for you, the self-employed professional. Our robust invoicing module is built to make your life easier. The data from your invoices seamlessly connects to your bank and credit card transactions and ultimately flow into your tax planner so you always know where you stand when it comes to taxes. We also calculate sales tax for you natively in the system so if you’re selling products or merchandise and need to be sales tax compliant, we have you covered there too. We have made accounting much simpler for you. No more Accounts Payable or Receivable, no journal entries, and no accruing income or expenses. We have built a custom accounting system specifically for the self-employed. The difference? Unlike other products that market to self-employed workers, our solution does not work for small to medium sized businesses.Starting Price: $5 per user, per month
