Best Finance Software in the USA - Page 86

Compare the Top Finance Software in the USA as of May 2026 - Page 86

  • 1
    OIC Tax Planner
    The OIC Tax Planner application is interactive desktop software downloaded and installed directly on your computer. Your client data never leaves your premises. The OIC Tax Planner bundles required tax representation forms and current IRS Offer in Compromise regulations in a single product. It is tax resolution software for handling Offer in Compromise, Installment Agreement, Currently Non-Collectible, Spousal Defense, CDP and other IRS collection cases. The OIC Tax Planner is for the tax pro having an intermediate level of understanding of the intricacies of tax representation. Our software has helped thousands of our clients just like you to secure that elusive IRS acceptance of an OIC, Installment agreement, or Uncollectable status for their clients. Automatic updates for forms and data tables are released whenever IRS revises them Automatic form calculations and computation wizards based on the IRS Financial standards are provided.
    Starting Price: $45 per month
  • 2
    RevControl

    RevControl

    CARE Internet Services

    The easiest-to-use, all-in-one cloud Revenue Management System for hotels, hostels and holiday parcs. RevControl offers all the features you need to reach your business’ full revenue potential! Say goodbye to your boring old spreadsheets, and say hello to your stunning new dashboard. RevControl, the Dutch cloud-based revenue management system, has been specially developed by hospitality experts to make your revenue management easy. It calculates recommended room rates based on the history, forecast, competitors and chosen pricing strategy. In addition, its clear reports and graphs give you quick insights in how your business is evolving. RevControl is designed to assist you as a hotelier in your daily tasks. We have many great features and we regularly update the system with new and improved features based on user feedback.
    Starting Price: €5.25 per month
  • 3
    Purchase Orders Online

    Purchase Orders Online

    Cloud B2B Business Systems

    A starter PO system (Simple PO software suitable for small business). A full Purchase Order system with customized, workflows, reports and budget control and goods receipting. A Purchase to Pay system with customized approved supplier invoice export to a target accounts system. Purchase to Pay version with Stock Control. All are based on a concurrent user license model (not a cost per user). Online purchase order software helps organisations of all types get better control of expenditure, not only saving money, but improving supplier relationships. We even have a simple PO system that will cater for small or start up companies, that's upgradable. For the Purchase To Pay version approved supplier invoices and credits can be exported. Therefore the whole procurement can be run in one system, with custom data being easily imported as a CSV file to a target accounts system, such as SAGE or Xero.
    Starting Price: $20 per month
  • 4
    ExxpertApps

    ExxpertApps

    Calvi Systems

    With a single integrated application you can manage contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, online procurement, and much more. Your team will achieve higher levels of productivity by centralizing the information and files (but with selective access rights per user), by using specialized applications to do certain tasks (like mass mailings), and by easily coordinating projects with internal and external persons. Your company will be able to maintain the knowledge and experience inside by storing the key business processes in templates and by re-using this know-how in such a way that is continuously improved and updated. All your business data can be stored on our system adapting to your data model (number, type, and name of fields) without programming, just customizing the application with forms that you can create.
    Starting Price: $50 per month
  • 5
    DocProcess

    DocProcess

    DocProcess

    DocProcess offers Business Ecosystem Automation solutions that help companies streamline and automate processes. DocProcess shapes the future of how companies of all sizes run their business by enabling them to take control of processes through their whole business ecosystem and connecting them digitally with their clients, suppliers, or financial and logistics partners. Thanks to the platform’s flexibility, companies can mix solutions to fit their changing business needs and connect all aspects of their business workflows: Purchase-2-Pay, Order-2-Cash, E-invoicing, Logistics, Contract Management, reconciliation processes and more. All cross-referenced against record management and archiving. Established in 2005 by Liviu Apolozan, DocProcess has a robust global footprint with offices in France (Paris and Grenoble), Romania (Bucharest and Brasov) and the USA (Austin).
  • 6
    Work 365

    Work 365

    Work 365 Apps

    Work 365 is a CSP management platform designed specifically for Microsoft partners to automate billing, subscriptions, and customer management. It helps streamline complex processes such as invoicing, pricing, and renewals within the Microsoft Cloud Solution Provider ecosystem. Built natively on Microsoft Dynamics and the Power Platform, it integrates seamlessly with existing Microsoft tools. The platform enables automated billing workflows, reducing manual effort and minimizing errors. It also provides real-time insights to help partners make informed business decisions. Features like self-service portals improve customer experience and reduce operational workload. Overall, Work 365 simplifies CSP operations, improves efficiency, and supports scalable growth.
  • 7
    Rapidstart

    Rapidstart

    Maxiplan

    Move beyond the chaos and complexity of spreadsheet-based processes to more effectively plan and track financial performance. Maybe you are frustrated with your existing complex spreadsheets, maybe your company has grown and spreadsheets can no longer handle the collaboration and accuracy required, or maybe you have looked at other solutions and found them too expensive. With Maxiplan Rapidstart, discover how fast and easy it is to automatically create a complete budgeting and forecasting solution to suit your specific business needs. Instantly replace your existing spreadsheet nightmare with a centralized, access anywhere, collaborative multidimensional planning solution with fast consolidation and flexible reporting.
  • 8
    bookkeepy

    bookkeepy

    bookkeepy

    Send your invoices by email directly from bookkeepy and allow your clients to view invoices online. Track when clients view the invoices and optimize your payments. bookkeepy is a multiple currency system. That means you can save your expenses in the original currency and keep track of your exact expenses. This also means you can invoice your clients in right currency and keep track of that in reports. Purchase ledger, sales ledger and other useful reports will make it easy for you to track your expenses and sales. You can analyze your data using bookkeepy and make the best decisions for your business. Minimize the time you spend on your bookkeeping and accounting. Keep all your data in an organized system, save time using auto-generated reports and categorize data management. No more saving, editing and searching through multiple files and folders to keep track of your invoices, expenses and finances. bookkeepy brings analysis of all your data together in one convenient place.
    Starting Price: $8.38 per month
  • 9
    IDeaS G3 RMS

    IDeaS G3 RMS

    Integrated Decisions and Systems

    IDeaS’ all-in-one, easy-to-use revenue management solution will empower you to quickly reach new levels of profitability. IDeaS G3 RMS delivers the most powerful, analytically driven decisions through an automated, machine-learning revenue engine. Artificial intelligence, powered with forward market data and a hotel's own data, takes pressure off users by reducing manual pricing changes, rules and tasks, and allows them to be more strategic in their day-to-day activity. G3 RMS delivers scientific pricing decisions at the room type and rate code level to drive optimal revenue performance. Discover greater profitability at ideas.com.
  • 10
    MySchoolFees

    MySchoolFees

    TES Software

    Collect fees and sell items online. Collect registration fees based on student schedule. Collect outstanding fines and fees. Tie payments to Activity accounts for fund accounting. ANY item sold at school can be sold online. Tightly integrates with MySchoolAccounting / MySchoolReceipts. Fast and easy payment processing. Student Control Center®: See all payments, refunds, and transfers for a student on a single screen. Fee Sheet Processing: Select payments, charges, and waivers from school-defined fee sheets. Schedule-based fee sheet processing. Integrate credit card processing with automatic deposits to checking accounts. Import all payments create receipts, and deposit funds quickly and easily. All web transactions are created automatically upon import. Free up hours of your financial secretary’s time – schools report up to a 50% reduction in registration lines. Easily recover your investment costs. Optionally collect transaction fees for the school.
    Starting Price: $395 per year
  • 11
    SS&C EVOLV

    SS&C EVOLV

    SS&C Technologies

    SS&C EVOLV is a comprehensive, cloud-based, end-to-end accounting solution for financial institutions that integrates and automates all risk and finance processes relating to a loan portfolio, from data capture to back-end reporting and analytics. It streamlines loan accounting, increases efficiency, assures data integrity, strengthens compliance and frees managers to focus on making better informed decisions. And it’s the only integrated risk and finance solution with the flexibility to adapt to new and ever changing accounting standards. Integrate and automate risk and finance processes and eliminate the need for offline manual and spreadsheet-based processes that are too often performed outside the loan servicing system. Solve reserving challenges by being prepared for evolving loan loss methodologies, including CECL and IFRS9. Improve compliance readiness and reporting with greater automation and data integrity.
  • 12
    Stessa

    Stessa

    Stessa

    Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate portfolio, for free. Over 10,000 investors use Stessa to save time and optimize their single-family rentals and multifamily buildings with Visual performance dashboards, Automated income and expense tracking, and Tax-ready financial reports Get started in minutes: add your properties, link your financial accounts, and everything updates in real-time.
  • 13
    Tap2pay

    Tap2pay

    Tap2pay

    Provide your customers with secure and seamless 2 clicks buying experience. Boost your conversion rate and sales volume. No redirection or registration. Tap2Pay activates payments using plugins, selling links, express checkout widget and integration with a website, social networks, ads, and messengers.No coding skills are required. Improve the service, and respond to your customers on messengers in real-time. Increase sales through personalized offers and push notification. Sell products and subscriptions seamlessly without adding any code. Tap2Pay generates security tokens instead of your banking card credentials. Send shipment notifications to your customers with one click. Accept payments on all digital channels: websites, messengers, social media. Send invoices directly to clients. You’ll be able to manage all transactions and customers from within Tap2Pay. Create subscriptions and charge your members on a recurring basis (fabulous for SaaS).
  • 14
    FOOi

    FOOi

    FOOi

    FOOi Inc is a Canadian financial technology company based in Toronto, Ontario. FOOi is a mobile application that facilitates peer-to-peer and peer-to-business financial transactions. Whether you want to pay your babysitter, tip your caddy, split a bill with friends, donate to your favourite charity, or anything in between, FOOi is there to be your personal digital wallet. FOOi offers all its users the ability to be completely anonymous for their safety and security. FOOi was built to facilitate all digital payments, and at the outset is focusing its efforts on hospitals, charities and gratuitous payments such as tips. Why we exist is simple, sharing facilitates a strong community. We believe everyone is a philanthropist and should have a way to show it. Actions speak louder than words; big or small, anyone can make an impact. Connecting all community members is how FOOi makes a big impact.
  • 15
    Workful

    Workful

    Workful

    Access HR and payroll from one, easy-to-use online dashboard. Stop spending countless hours on administrative tasks and start spending time growing your business. Workful streamlines your processes, so you can get back to business. Pay your employees on time, every time. Run payroll and file tax forms in minutes so you can get back to owning your business. Spend less time filing paperwork and managing HR and more time growing your business. Easily access your employees’ information, communicate with your team, and manage your employees’ time off. Onboarding employees, running payroll, handling time clocks - if you're like most small business owners, you're managing all these things (and much, much more) by hand or with separate programs that don't talk to each other. You're spending too much time managing your business and not enough time growing it. Workful gives you everything you need and nothing you don't. It's your simple, all-in-one small business management solution.
  • 16
    Everlance

    Everlance

    Everlance

    Everlance is the modern mileage and expense management platform. We help businesses and independent workers save time and money with easy-to-use financial tools. Launched in 2015, our mileage and expense tracker has over 1 million users, a #1 rating in the app store and a feature by Apple as one of the "Best New Apps." Our community of users has collectively logged over 20 million miles. Built on user feedback, Everlance Business takes the tedious work out of reimbursements and corporate compliance. It connects the app to our central dashboard for administrators that enables seamless reporting, payments and cost management.
    Starting Price: $120/user/year
  • 17
    ADvendio

    ADvendio

    ADvendio

    Effectively buy & manage cross-media campaigns with a media buying solution built for advertisers and agencies. Maximize direct & programmatic revenue with a fully integrated ad sales solution for publishers and agencies. Allow stakeholders to conveniently plan, execute, and manage campaigns from your own branded self-serve ad portal. For direct and programmatic advertising with integrations to leading ad servers, ad exchanges, SSPs, and DSP’s. End-to-end features for print ad management with a comprehensive real-time booking calendar to easily manage campaigns. All core out-of-home advertising processes are covered including inventory and price management. ADvendio is built and operated on the Force.com® platform and therefore backed by the security and scalability of a trusted name in cloud computing. This platform helps us support business needs with powerful APIs and mobile-ready tools.
  • 18
    HiddenLevers

    HiddenLevers

    HiddenLevers

    Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.
    Starting Price: $300 per user per month
  • 19
    B2BPay

    B2BPay

    B2B Trade Payment Services

    B2B Pay has been helping 3000 companies collect payments from all over the world, pay suppliers abroad and convert currency at lower costs than a traditional bank. Getting a new business off the ground is not easy; we have been there and know your pain. With over 50% of B2B pay customers being recently registered businesses, we have plenty of experience setting up accounts for startups. We provide local bank accounts in your company’s name in the USA, Europe, Germany, and Great Britain to collect payments directly from customers, payment processors, marketplaces. We are real people trying to solve real problems. To date, we have helped thousands of companies worldwide open up virtual bank accounts. The founding team has broad and in-depth experience in both finance and technology across government and global corporations. B2B is partnered with prestigious financial institutions.
    Starting Price: €29 per month
  • 20
    Enghouse Billing SaaS

    Enghouse Billing SaaS

    Enghouse Networks

    Enghouse Billing SaaS platform provides integrated order entry, order management, workflow, billing and provisioning capabilities via a Software as a Service (SaaS) business model. SaaS is enabling Service Providers to reduce time to revenue while delivering the ability to rapidly launch next-generation converged telecommunications services. Define and automate complex workflows through an integrated Business Process Management (BPM) system. An automated order process and provisioning platform with out-of-the-box integration to 3rd party systems. Out-of-the-box support for Salesforce, in addition to entitlement management, trouble ticketing and customer self-serve. Full support for e-Bill presentment, payment processing, AR management and GL integration.
  • 21
    SAMIN PMS

    SAMIN PMS

    CREATIVA PIXEL

    Manage, control and measure the performance of your hotel, very easily and in a short time! Request a free demo for 15 days and try all the features offered by SAMIN PMS hotel software. Our hotel software allows you to control all processes from wherever you are. Control and manage from a single PMS the processes of check in check out , reservation engine without commissions , sales, purchases, warehouse, etc. We have additional SUNAT electronic invoicing modules for the issuance of tickets and invoices , restaurant , auditorium and housekeeping that will be aligned with your strategic objectives. Manage all operational and administrative processes. Receive reservations from your website, without commission, integrated to SAMIN PMS. Manage your dining room and kitchen using a tablet. Manage your meeting room through a dynamic calendar. Operations from a tablet without interrupting reception.
    Starting Price: $300 per year
  • 22
    Obsidian SmartDocs

    Obsidian SmartDocs

    Obsidian Suite

    Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster.
  • 23
    Verdafero

    Verdafero

    Verdafero

    Report GHG emissions. Receive automatic alerts and daily/monthly /annual reports by meter, facility or property portfolio. Verdafero InSights™ is a patented Software-as-a-Service (SaaS) platform designed to securely monitor, analyze and report across utilities for any size property portfolio. Verdafero InSights™ can also be used to detect utility leaks, theft and efficiencies as well as forecast trends. InSights™ can also identify upgrade projects head off future issues, save money and increase operating profits. Automatically calculate GHG emissions for ESG and sustainability reporting. As recognized industry experts, Verdafero consults with large and small businesses to help reduce their energy usage and costs through energy efficiency. Verdafero’s experienced engineers carry out investigations into a building’s use of energy to produce detailed reports that highlight areas of concern.
  • 24
    Metric.ai

    Metric.ai

    Measured Analytics

    Ditch the spreadsheets and make finance a team habit. Metric.ai provides a single source of truth for all your financial data. Set project budgets, calculate costs, and recognize revenue with complete confidence. Get an up-to-date view of profit, utilization, effective bill rates, capacity, and more. Uncover over 100 service-specific KPIs and create custom metrics for enhanced decisions. Categorize projects and employees into departments, roles, offices, and more to reflect organization structure with unique metrics for each tag. Create more accurate forecasts with key metrics like revenue recognition, multi-currency, financial closures, and historical changes all in one place. Bring more predictability into your planning process. Get notified of potential risks and uncover actionable insights as to why actuals deviate from forecasts. Plan revenue, costs and profit based on project and resource plans. Account for changes in realtime.
  • 25
    CabinetM

    CabinetM

    CabinetM

    CabinetM is a Marketing Technology Management Platform that makes it easy for enterprise marketing teams to manage the technology they have and find the technology they need. Using CabinetM, marketing teams can: Create marketing technology stacks to visualize, track, and manage technology being used across the company; annotate each stack with function, performance, spend, and integration information; track all the details of vendor contracts; access a database of more than 10,000 products to find new products to acquire, engage, and retain customers; generate reports to keep everyone informed; and collaborate around technology strategy. The benefits of using CabinetM include: An increase in customer life time value due to improved stack performance and better management of technology expenditures; productivity improvements derived from centralized oversight of technology; mitigation of security and compliance exposure.
  • 26
    EAZEMO

    EAZEMO

    EZ NEXT TECHNOLOGIES

    EAZEMO is a complete Hospitality software solution. All-in-one Cloud Property Management Business Software for your Motel, Hotel, Resort, Guest House, Lodge, Inn, B&B & similar businesses. EAZEMO is intuitive, inexpensive, and easy to use. Integrated Front desk, Accounting, Analytics, Guest Management & Accommodation platform. Grow & manage your Hospitality Business in an easy and better way.
    Starting Price: $279/year
  • 27
    Qoorp

    Qoorp

    Qoorp AB

    Qoorp is an online platform for managing a company's equity, share issue, employee stock options as well as automated workflows around board and shareholder meetings. It comprises end-to-end full automation including registration of share issues, etc with regulatory authorities. Currently, it serves the Swedish market.
    Starting Price: Free
  • 28
    Gappify Accrual Cloud
    Gappify Accrual Cloud is the only solution on the market that automates the comprehensive Month-End Accruals process. Gappify's smart automation tool improves the efficiency, accuracy, and compliance of your accruals process - cutting 2-5 days off your month-end close, improving completeness + accuracy of AP, and elevating your team into more strategic tasks. Gappify automates the process of vendor confirmations and PO/Budget owner confirmations for unbilled expenses and consolidates the responses into a centralized platform that also includes historical and month-to-date actuals. Instead of spending days manually reaching out to vendors and budget owners and creating complex Excel spreadsheets for historical trend analysis, Gappify streamlines the process, shortening it from several days to a couple hours. Eliminate hundreds of hours of manual work, drive tighter compliance, and improve the accuracy of your accounting with Gappify.
  • 29
    Sentieo

    Sentieo

    Sentieo

    Fight information overload with our AI-powered research platform. Spend less time searching, and more time analyzing, with natural language processing and automation that turbocharges your research process. Our integrated research Notebook enables your team to seamlessly collaborate with each other. Generate alpha from linguistic and alternative data by finding information that others miss. Fight information overload. We process millions of data points and surface the information that you need to stay ahead of the markets. Sentieo helps you capture alpha-driving insights from news, filings, market trends, historical analyses, documents, notes, fundamentals, estimates, and more from external sources and across your team. With all of your information centralized to a single workspace, Sentieo can uncover insights that give teams an edge.
  • 30
    DOKKA

    DOKKA

    DOKKA

    DOKKA is an accounting Add-On that will give you Accounting Automation Superpowers. Everything You Need to Collect, Process and Archive Invoices and Bills Efficiently
    Starting Price: $150 per month
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