Alternatives to Accounto

Compare Accounto alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Accounto in 2026. Compare features, ratings, user reviews, pricing, and more from Accounto competitors and alternatives in order to make an informed decision for your business.

  • 1
    CompareCoOps

    CompareCoOps

    VendorPanel

    CompareCoOps is the smart way for public agencies to access cooperative contracts, identify suppliers, get competitive quotes, and report on contract usage. It's transparent, easy, and free for agencies. Source cooperatives for suppliers of products and services across a wide range of popular categories. Save money and reduce risk while taking advantage of the benefits of cooperative purchasing. Simple tools guide you through creating a secure request. Easily compare responses from invited suppliers. Choose the winning quote and automatically let suppliers know of the outcome.
    Starting Price: Free to public agencies
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    Zoe Financial

    Zoe Financial

    Zoe Financial

    Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.
    Starting Price: Free
  • 3
    Continia Expense Management
    Continia Expense Management is a fully embedded Microsoft Business Central solution that automates the entire employee expense process by eliminating manual data entry, spreadsheets, and paper receipts. With AI-powered receipt scanning and autofill, employees can capture and submit expenses, per diems, and mileage in under 30 seconds via a mobile app or browser-based expense portal, while managers and controllers approve reports anywhere through a dedicated web approval portal. Corporate credit card transactions are imported automatically and matched to receipts, with missing receipts flagged and reminders sent. Secure digital archiving preserves original documents in an audit-proof repository, and Google Maps integration calculates mileage with customizable “via” points and route templates. Per diem rates for accommodation and meals are applied automatically, and approval workflows route reports through predefined chains to speed reimbursements.
    Starting Price: Free
  • 4
    ProfitCents

    ProfitCents

    ProfitCents

    Help clients generate more cash. Financial analysis reports for better client relationships. This suite of reports allows you to choose the automated financial analysis report that's most effective for your current or prospective client and best for your consulting engagements. Use industry data reports to build value with prospective clients. Identify industries to target. Use easy-to-generate reports to grow consulting revenue. Visualize a business' financial performance over time, showing strengths and weaknesses. Benchmark businesses with the largest database of real-time, private-company financial data. ProfitCents aggregates financial statements from accounting firms, banks, and credit unions through a cooperative data model. Advisors use the narrative report with clients to provide them with a deeper understanding of their financial health. The narrative report turns financial statements into a plain language narrative text that accountants use to help their clients.
  • 5
    d.velop sign

    d.velop sign

    d.velop AG

    The d.velop Group is convinced that the future success of companies and organizations of all kinds crucially depends on their entire technical and organizational knowledge being made accessible and shared internally and externally at any time and anywhere in the simplest possible way and in a diverse and secure manner can be. That is why we help customers with our software for document management and digital business processes to develop their full potential by providing digital services that connect people and comprehensively simplify and redesign processes and procedures. International subsidiaries and holdings as well as around 680 employees together with d.velop AG form the d.velop Group. Solid, commercial action as well as cooperative partnership with all parties involved are the basis for the work of d.velop. With a regional or thematic focus, the members of the d.velop Group are competent on-site contacts for specific topics relating to document management/digitization.
    Starting Price: $12.50 per user, per month
  • 6
    Wealth.com

    Wealth.com

    Wealth.com

    Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion.
  • 7
    Teamogy

    Teamogy

    AD-IN-ONE

    Teamogy is a system that covers all of your company needs. More time for core business. Improved cooperation. Increased profit. Profesionally managed projects. All in one system! Dedicate most of your time and energy to your core business – creativity, projects, and clients. Cooperate smoothly, even if part of your team works remotely. All you need is a web browser and internet connection. Get a great overview of your entire company operations on-demand and up-to-date, including job management, important documents, time tracking and management, and financial results. With Teamogy, you can schedule the tasks and time of your workforce on individual clients. At the same time, you can keep track of the time actually worked. Without asking, you know what your people are currently working on and how effective they are. It is used by hundreds of satisfied agencies around the world.
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    Orion

    Orion

    Orion Advisor Technology

    Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. We think beyond technology to deliver an experience that pushes the limits of your success, driving you to innovate, disrupt, and win for years to come. Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. Build an unrivaled tech stack with 100+ integrations. Trust your data with daily, domestic reconciliation. Collaborate through a multi-channel client experience. Trade efficiently with a tax-intelligent rebalancer. Create personalized SMA investment portfolios. Get paid faster with custom fee and payout schedules.
  • 9
    ProperSoft

    ProperSoft

    ProperSoft Inc.

    Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable. Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers. Received from your clients (downloaded from their online banking or printed and scanned). Use advance renaming rules to adjust payee names, categories or assign categories based on payee names. Automatically determine your document setting for number and date formats.
    Starting Price: $19.99/month
  • 10
    eDOC Aviation

    eDOC Aviation

    eDOC Aviation

    eDOC Aviation specializes in software solutions and services for complex technical documentation. Our strength lies in the close interaction of technical software know-how and our comprehensive experience in the processing of various documents. With our focus on the highly regulated aviation industry, we are familiar with the continuous adoption of special technical features and challenges. Our software solutions are the foundation for the secure and quick handling of complex technical documentation. For the reliable processing, quick availability and seamless tracking of large amounts of sensitive data and documents, the success of close cooperation with OC Aviation Service has been proven worldwide. High-quality documentation processing or creation is often only achievable by an optimal combination of automation and specialized personnel. For aircraft maintenance on the apron iPhones with an IOS-based eDoc document viewer are used instead of printed jobcard instructions.
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    Haufe Talent Management
    The Haufe Talent Management Solution allows you and your organization to concentrate on the most important goals. You will enable smooth cooperation between HR, management and employees and sharpen the focus on effective collaboration. Our philosophy: The greatest facilitators of long-term success are people who do the right thing. Join forces with us to make your organization more successful by empowering everyone to work more productively on the right projects. You decide in which area you would like to design the processes digitally. We support you with the appropriate module. So that you can optimally develop your talents and have a long-term effect in your company. Establish good personnel development as part of everyday life at work. Watch the success of your company grow in the long term.
    Starting Price: $5 per user per month
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    Seeds

    Seeds

    Seeds

    Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience.
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    DPO Advisor

    DPO Advisor

    LegalTech Denmark

    GDPR compliant - easy, fast and cheap DPO Advisor. Become GDPR compliant today - DPO Advisor is a user-friendly solution that in less than 4 hours collects all your GDPR documentation including data processor agreements and helps you comply with all relevant GDPR rules in the organization. DPO Advisor is more than a GDPR template, it is a system that automatically makes your documentation and helps you to always comply with the rules - with DPO Advisor you become GDPR compliant in a few hours, so why not become GPDR compliant today? DPO Advisor helps you become GDPR compliant - today. Good visual overview with the GDPR wheel. DPO Advisor asks all relevant GDPR questions - answers are pre-filled. Automatic legal update. Assistance in deleting registered personal data. Unlimited number of data processor agreements. Annual wheels and notification - then you can easily control all recurring activities. Unlimited number of users and activities - then the whole company is covered.
    Starting Price: $289 per year
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    Zeitgold

    Zeitgold

    Zeitgold

    Automated Bookkeeping. Digital Collaboration. With Zeitgold, business owners and tax advisors can now work together digitally. The intuitive software provides highly precise booking suggestions and automated accounting processes for smooth workflows and more efficient communication. Both parties benefit with added capacity to maximize business potential. Receipts, contracts, invoices – a lot of paperwork accumulates each month. With Zeitgold, all documents are available at any time and can be pulled up on the go. Using the scan function of the mobile Zeitgold App, all business documents are digitized in no time and securely archived in the system. For added convenience, Zeitgold also offers a digitization service for those who want to skip the self-scan. The intelligent Zeitgold software links a large part of the digitized receipts with their corresponding account movements. The rest of the tasks are done comfortably on the computer by business owners.
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    Windham Portfolio Advisor

    Windham Portfolio Advisor

    Windham Capital Management

    Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness.
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    Asseco QASIDA

    Asseco QASIDA

    Asseco Solutions, a.s.

    QASIDA is a cloud-based ecosystem of over 170 modern applications designed to streamline business processes across multiple industries. Its suite includes ERP, CRM, AI-powered stock forecasting, service order management, rental tracking, and a comprehensive eCommerce solution to support online sales. The platform allows users to access company data anytime, anywhere, from any device, enhancing mobility and flexibility. QASIDA reduces IT infrastructure costs by eliminating maintenance and update expenses and enables businesses to scale services according to current needs. Integrations through QASIDA’s innovative API ensure seamless data exchange across different systems and applications. Overall, QASIDA helps companies increase efficiency, improve data visibility, automate workflows, and enhance cooperation.
    Starting Price: €35/month/user
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    Symbio

    Symbio

    Symbio

    As the most innovative software in the BPM market, Symbio supports all employees in the organization as a digital partner. We are developing the most user-friendly business navigation platform on the market for you, which designs, analyzes and optimizes the entire enterprise.In a joint cooperation with the BPM community, we are therefore completely redesigning our Business Manager. With automated process modeling, Symbio digitally maps your entire company: from strategy and goals to documents. Supplemented with operative real-time data, your company map comes to life. Modeling processes, linking procedures and risks with customer journeys or document control. Create the basis of your business map and control your everyday business. Connect operational data with the business map, the target processes and realize optimization potentials. Improve the workflow of your organization permanently.
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    Finmatics

    Finmatics

    Finmatics

    Finmatics supports companies and tax offices in experiencing the future of accounting today. Our digital assistants combine smart software that learns with extensive know-how that grows with you. Our software offers comprehensive functions for future-proof and efficient accounting. Digital automation of the receipt of documents, document capture, pre-accounting, document sorting and transparent and multi-level document release workflows via mobile app relieve you of the bookkeeping process. The modular structure of Finmatics and open interfaces allow maximum flexibility and perfect interaction with your ERP or accounting software. Our solutions can be tailored precisely to your individual situation. With flexible systems and highly customizable features, Finmatics digital assistants can bring huge improvements.
    Starting Price: 290 €
  • 19
    COYN

    COYN

    First Coin GmbH

    COYN is a tool that works in the background and transforms complex crypto transactions into audit-proof accounting records. COYN has been developed and tested for 6 years in several algorithmic crypto trading strategies, therefore it has handled thousands of transactions per day. It’s fully automated and once set up – even your accountant or tax advisor will have direct access to your crypto accounting record. You can fully map your trading on the spot and derivatives market via COYN. Airdrops, funding payments and perpetual futures are also no problem. It enables you to look after mandates that trade in cryptocurrencies and to book them in accordance with the HGB.
    Starting Price: $195 per month
  • 20
    Octopus Accountancy
    Complete online accounting package. Work securely in the cloud, no investment in expensive servers. Octopus Accountancy Software is an established name in the world of online accounting software with 20 years of experience. We have designed an extremely user-friendly and affordable accounting package with a view to optimal cooperation between entrepreneur and accountant. We listen to our customers and perform regular updates to keep our software evolving with changing needs. Go for a full accounting package to manage all your customer files. Does your customer already have a subscription with Octopus? Then you work for free! Stay informed of your figures and calculate your VAT return on time! Take care of a large part of your accounting yourself and be assisted by one of the many accountants who work with Octopus. Opt for an ideal collaboration with your accountant. Request your free coda mandates and auto-complete your financial journal.
    Starting Price: €10 per month
  • 21
    Fabasoft Business Process Cloud
    The Fabasoft Business Process Cloud offers a strong set of features for document management and digital, cross-organizational business processes. Functionalities such as automated workflows, automatic synchronization, semantic full-text search, seamless versioning or digital signing of documents facilitate cross-organizational collaboration and significantly increase productivity. Thanks to the highly customizable and scalable platform innovative solutions tailored to customer requirements can be implemented in a remarkably short time. A cloud-based platform developed and operated in Europe. Your data will be stored in encrypted form in Germany, Austria, or Switzerland – according to your preference. The intuitive user interface enables efficient cooperation across departments and companies. Ease of use for the user is the top priority. Countless practical functionalities make the Fabasoft Business Process Cloud an essential component for cross-company collaboration.
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    TraxView

    TraxView

    AgTrax

    Agribusiness continues to evolve both in the field and in the office. Your software applications should be able to change as well, helping your staff stay in tune with trends in the market, information necessary to make profitable decisions and timely delivery of actionable reports for you to manage from. AgTrax® can help. AgTrax® offers an array of comprehensive, reliable software programs and complete systems designed specifically for grain elevators, fertilizer companies, full service cooperatives, ethanol production plants, feed stores, agronomy product and service providers, petroleum outlets, c-stores and other types of businesses in agriculture. With valuable input from our customers, AgTrax® applications are designed and engineered to provide the most feature-rich agribusiness software system available today. Developed solely with the end user in mind, we will continue to listen to our customers and prospects, keeping their needs in mind throughout the development process.
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    Fin Superb

    Fin Superb

    Cooperative Society Software

    is exclusively designed and developed for credit co-operative societies or agro producer company. Its fully web-based – real time application for multi state credit cooperative society, multi branch credit co-operative society, thrift and credit society, micro-finance society. It can be customized according to client's requirement. This software can be called as a mini banking software. As its working for RD, FD, MIS, loan schedules , and Saving account software. This software will cater all the needs and fulfill all the dreams which a society need to buildup. The credit co-operative society software offered by cyrus technoedge Pvt. Ltd. Under the brand name of Fin Superb provides a world in class features and cared with all the small needs in the software ever for future requirements as well.
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    Abacus Financial Accounting
    Abacus Financial Accounting is proven in practice and has been in use in thousands of companies and fiduciaries of various sizes for around 35 years. In companies spanning a wide range of industries, Abacus Financial Accounting has established itself as a central component of a modern comprehensive ERP solution. As an integral part of financial accounting, cost accounting offers you industry-specific solutions for internal control of cost centers and cost units. Abacus Cost Accounting is an important analytical management tool for every company. A company must maintain a constant overview of its outstanding items. Abacus Accounts Receivable is an important component of sales management. The creditworthiness of a customer can even be verified during the offer or order entry phase. Abacus Accounts Payable significantly streamlines your work processes thanks to the digital processing of supplier documents.
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    Bookkeeper360

    Bookkeeper360

    Bookkeeper360

    Accounting, technology and advisory solutions tailored just for you. Eliminate the headaches and cash surprises caused by having messy books and inaccurate financials. We will provide you with accurate and timely financial insights on your business. You didn’t start your business to run an accounting department. Our team of CPAs, advisors, and technology experts have all the tools to help you succeed. Our 100% US-based team utilizes technology to manage your accounting with a personalized touch. Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.
    Starting Price: $19 per month
  • 26
    Centus

    Centus

    Centus

    Centus is a cloud-based localization management platform. With intuitive UI, seamless integration and automation, Centus simplifies the localization of websites, apps, software, games, documents, and much more. Use Centus to: - reduce translation costs - cut time to market - streamline cooperation - automate manual tasks ensure localization quality You put your product first, and so does Centus. Localize it with Centus to turn your global customers into loyal advocates for your brand!
    Starting Price: $145 per month
  • 27
    PatPat360

    PatPat360

    PatPat360

    A social network that makes employees feel part of a supportive community and meets Millennials’ expectations. An OKR-based goal-setting approach to align individual, team, and company goals and move from individual success to collective growth. Different types of praise and rewards to establish a culture of feedback and recognition that makes talent shine and evolve. A set of modular features that empowers leaders to define challenging objectives, manage evaluations, and allocate rewards. Organizational Network Analysis to detect informal leaders, strengthen successful informal networks, and leverage on cooperation. Continuous data gathering and powerful algorithms on metadata to inform and support the decision-making process with meaningful insights. Alignment on shared priorities and transparency increase employee engagement, cooperation, and trust. Connection creates a sense of belonging and purpose. Social recognition connects employees and boost their performance.
    Starting Price: $1.5 per user per month
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    ELLA

    ELLA

    ELLA

    ELLA is a digital workbench built for trusted advisors who help small business owners navigate exit planning, guiding them from intake to insight in a fraction of the time. Designed specifically for advisor-led transitions, ELLA brings structure, clarity, and collaboration to what is often a chaotic advisory process. It centralizes Fact Finding in a collaborative discovery space where advisors can invite the entire team to capture notes, documents, and structured questions using customizable templates tailored to industry or client needs. Its Sensemaking engine transforms collected data into secure, private, context-aware insights, shortening the path from raw information to actionable strategy. Advisors can then create connected Deliverables that seamlessly incorporate discovery and insights, making it easy to present valuation narratives, growth opportunities, and strategic plans.
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    Strad Pro

    Strad Pro

    Strad Pro

    Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.
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    a3innuva

    a3innuva

    Wolters Kluwer

    The online generation of SME software that will simplify your life. a3innuva is Wolters Kluwer's suite of online solutions for companies and professional offices that offers the possibility of working collaboratively. The suite of a3innuva offers you accounting, payroll, and business management solutions that will simplify your day-to-day thanks to its intuitive use, the advantages of having your information in the cloud always at your disposal, and the security of working in an encrypted environment. Your data is always at hand, wherever you are, and with a guarantee of inviolability. With an intuitive interface and the possibility that your advisor can access all your accounting information in real-time. No initial investment or infrastructure costs, adjusting to what your company needs at all times. It is the solution that integrates accounting and specialized billing for freelancers and SMEs that manage their own businesses. Reduce management times with automated billing.
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    ThreatAdvisor

    ThreatAdvisor

    DirectDefense

    ThreatAdvisor is our single-platform solution for continuous security monitoring and management. Gain complete visibility into your network through centralized asset and vulnerability management, and be prepared to respond effectively to even the smallest abnormality. ThreatAdvisor is offered as part of our managed detection & response programs, MDR Core and MDR Max. Now, you can enjoy network visibility on an easy-to-use, centralized tool as part of our managed services partnership. Built on the knowledge of security consultants and penetration testers with more than 50 years of experience in information security, ThreatAdvisor gives you the knowledge to keep your organization protected. From the CISO and CIO to the local administrator maintaining your organization’s systems, ThreatAdvisor provides actionable information 24/7. Organize and maintain a comprehensive asset management program.
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    Loomio

    Loomio

    Loomio

    Loomio is an open source collaborative decision making tool. A secure workspace to share info, progress discussions, make decisions and achieve outcomes. Loomio is a discussion forum with tools for decision making, bringing together conversations, information, opinions, proposals and outcomes in one place. Loomio is the heartbeat and living record of your organization. Self-managed organizations, nonprofits, cooperatives, unions and community groups use Loomio for board governance, member's general assembly and self-organizing working groups. Loomio Cooperative is a worker-owned cooperative with a social mission to make it easy for anyone, anywhere, to participate in decisions that affect their lives.
    Starting Price: $10.00/month
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    SoSci Survey

    SoSci Survey

    SoSci Survey

    SoSci Survey provides a white-label solution that adheres to the strict requirements of German data privacy laws, and features an accessible survey interface design. And if you have a more complex questionnaire in mind, SoSci Survey really gets to display its strengths: Integration of audio, video, and images; freely programmable survey paths; fully customizable layouts; controlled randomization for scientific experiments; and much more. In order to use the SoSci service free of charge, the survey project must have no commercial background. A survey project is classified as non-commercial if it is not being carried out on behalf of or in cooperation with a commercial enterprise. Cooperation exists if the business enterprise influences the study in any way (for example by including questions formulated according to company bias), receives exclusive data, results or a presentation related to the results, or pays a fee for the study’s execution.
    Starting Price: €49 per month
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    AdvisoryAI

    AdvisoryAI

    AdvisoryAI

    Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.
    Starting Price: £49/user/mo
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    Whistle Advisor

    Whistle Advisor

    LegalTech Denmark

    Of course, we want all our customers to get off to a good start with all our products. That is why we have introduced a new initiative “Get started” with DPO Advisor. We therefore invite all our customers to a "Get started" meeting with a focus on the use of DPO Advisor and how best to get started using the system. The meeting will be online and will be held on the last Thursday of each month at 10-11. The meetings are primarily aimed at new users of DPO Advisor or users who have not come this far in their work with DPO Advisor, but everyone is of course welcome to participate. We want to eliminate bureaucracy and free up human resources so that time and energy can be used where it can create momentum and results. We do this through the development of user-friendly software solutions that make spreadsheets and long forms superfluous, and law a language that is understandable. We develop the DPO Advisor, and similar products, where you can easily and clearly achieve security.
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    Promitea

    Promitea

    APITEA Technologies

    Promitea Platform Supports Digital Transformation of Purchasing. Supplier Relationship Management (SRM). Improves the sustainable cooperation between company and suppliers by multi-criteria supplier evaluation and development. Sourcing Optimizes direct spend of leverage goods by electronic tenders and English, Dutch and Japan electronic auctions. Catalog based procurement. Catalog and rule-based automatic workflow cuts the material and process cost by structured approvals and budget control. With Promitea Cloud platform, both large and SME companies achieve full digital transformation across entire company procurement. Procurement controls at least 50% of total company cost. Promitea cuts this cost by more than 10% and project ROI > 500%. Without investment in hardware or software, with your current staff and without expensive consulting.
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    Collective

    Collective

    Collective

    Here at Collective, we’re kind of obsessed with S Corps. Why? Because the way you organize your business makes a big difference in how much you pay in taxes. And for most self-employed businesses, forming an S Corp could lead to big tax savings. When you become a member, you get your own accounting team and software to track and manage your finances. Answer a couple of questions about yourself and your business to calculate your potential tax savings by becoming an S Corp and running your business with Collective. Talk to a new business advisor to understand where you can save money and make sure a Collective membership is right for you. We only accept members that we’re confident we can partner with to save them time and money. Easily organize your S Corp with our online wizard. We'll also help you get an EIN, business license and open a business bank account. If you have questions, your trusted advisors will be there every step of the way.
    Starting Price: $199 per month
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    Prisidio

    Prisidio

    Prisidio

    Prisidio keeps your life organized and keeps you free from chaos. Vital documents, like insurance policies and wills are kept orderly and accessible. The important people in your life are listed with selected access to your digital files and information. And it’s not just about digital, keep track of your physical assets and their physical locations* too. Prisidio provides you with one secure location to keep all your important personal documents and information organized and up to date. Identify and list your inner circle of trusted family, friends, and advisors—your spouse or partner, children, parents, doctors, lawyers, REALTOR®, and financial advisors. You can also set access privileges and automatic triggers to provide the right access to the right people at the right time. Prisidio helps you identify all the locations or places* where you keep important documents and information—like digital storage accounts, devices, and physical locations.
    Starting Price: $9.99 per month
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    FACETTE

    FACETTE

    IDENTI.NET

    FACETTE is the result of successful teamwork of experienced identikit experts. First introduced in 1986 and since then continuously improved, the system has become a standard for identikit designs within a few years. FACETTE is deployed by most investigating authorities in German-speaking countries as well as in more than hundred police departments worldwide. Focussed on the witness. FACETTE is provided as a powerful but easy-to-use tool. According to the description of the witness the program automatically offers a choice of suitable facial combinations while it permanently shows complete portraits on screen. Thanks to the relaxed operation, you can concentrate fully on what is essential: the communication with the witness. The FACETTE formula which ensures investigational success. Optimum cooperation with the witness, plus accurate facial composites, plus a high clear-up rate. Comfortable user interface allows fast, intuitive operation.
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    Scopito

    Scopito

    Scopito

    Scopito is a predictive maintenance software that analyzes geospatial inspection data for assets, including power lines, wind turbines, buildings, and solar panels. The software platform digitizes assets to derive insights, detect faults, assess risks, identify trends, and enable predictive maintenance through historical data analysis. It aims to introduce intelligent automation into inspection workflows to optimize operations and reduce service interruptions for energy infrastructure and other industrial clients. The data visualization and management software provides secure storage, smart filtering, data sharing capabilities, and integration with other critical systems. With sorting, smart-filtering, and safe storage, Scopito helps you manage and share your large amounts of data securely. Enabling cooperation within international teams. Data is easily and securely sent for review with other team members, without ever leaving the platform.
    Starting Price: €50 one-time payment
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    Legito

    Legito

    Legito

    Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 140,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group.
    Starting Price: $55 per user per month
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    GetMyInvoices

    GetMyInvoices

    GetMyInvoices

    Don't waste your valuable time on bills. Digitize your invoice management now with our all-in-one invoice solution. A signature folder is a thing of the past. GetMyInvoices maps your payment runs as well as your company-specific approval and verification processes. All receipts must be available at the latest at the end of the year. Our intelligent assignment of bank transactions with receipts makes working with the tax advisor child's play.
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    Complii

    Complii

    Complii

    Web-based compliance solution, designed to automate, check and process compliance obligations and protect AFSL's, Stockbrokers, Advisors and clients. Complii compliance software. What does Complii do? Complii is a secure digital platform that removes the need for paper based compliance. This customizable software has been designed to automate, record and report on an AFS Licensee's and Brokers compliance obligations. Complii automates functions such as sending ROA's/SOA's emails based off client profiles, 708 8 expiry register, FOFA FDS letter auto-generation and electronic opt-in, online client profiles updates, disclosures, breach register, Chinese walls, internal compliance and much more. Outstanding Advice. Complii can be on an advisors desktop, and/or provide a holistic organisations view to compliance of all outstanding orders requiring advice and action to be taken. Digital Document Storage. Complii provides a digital document storage solution. All documentation
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    Optum360
    Optum360 offers physician advisor expertise, evidence-based medical research and sophisticated artificial intelligence (AI) technology to support appropriate reimbursement and accurate documentation. We team up with your physicians to pinpoint improvement opportunities. Choose from services, technology or a combination of both to fit your needs. Our on-site and remote services can apply AI to drive timely patient-status determinations. We deliver greater efficiency, accuracy and integrity to your utilization review process and outcomes. Our Physician Advisor Services and our Case Advisor™ technology can help you reduce denial rates, improve appropriate reimbursement and minimize audit risk. Our technology can help your internally sourced physician advisors become more effective and efficient.
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    Nauma

    Nauma

    Smartine Inc.

    Nauma is a financial planning platform built for tech professionals and their families—helping them navigate equity compensation, concentrated stock positions, high taxes, and complex portfolios spread across multiple accounts. Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms. With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.
    Starting Price: $200/year
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    Savings Plus

    Savings Plus

    Future Link Technologies

    Savings Plus© is a Banking software that handles banking transactions (deposits, withdrawals), loans, and many other records for Microfinance (MFIs), Village Banks, Wholesale Microfinance Institutions (MFIs), Savings and Credit Co-Operatives (SACCOS) of any size. It comprises of eleven key modules (Savings, Shares, Loans, Chart of accounts, Expenses, Fixed Assets Registry, SMS Banking, Receivables, Investments, Payables and Income) which make the management and tracking of savings and loans easy plus other complementary modules that make Savings Plus even more useful and easy to use. Future Link Technologies (FLT) is an Information and Computer Technology company based in Uganda - East Africa, with Research and Development at the core of our business strategy. Since 2005, FLT has been involved in provision and support of a trendy Banking Software for Microfinance Institutions, Savings and Credit Cooperative Societies (SACCOs), etc.
    Starting Price: $2000 one-time payment
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    Stobox

    Stobox

    Stobox

    Stobox cooperates with governments and industry-leading organizations worldwide to create a clear regulatory framework for security tokens and other cryptographic virtual assets. Unlike with banks and VCs, you don’t lose control over your business. Loyal customers can become investors and actively participate in your business growth. Manage documents, pay dividends, and conduct voting through a convenient, streamlined platform. Your company can benefit from access to the secondary market without going public. Tokenization allows you to raise capital from thousands of investors around the world. The digital assets industry is exploding and provides excellent business opportunities. However, to seize them and avoid legal risks, you need to consult with experts.
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    AdvisorEngine

    AdvisorEngine

    AdvisorEngine

    AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding.
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    AGRIS

    AGRIS

    Solentra

    AGRIS is an enterprise grain accounting, inventory, and financial management solution designed for agribusinesses with multiple divisions and profit centers. Trusted by top global agribusinesses for over 40 years, AGRIS delivers real-time transaction processing and accurate financial data across your entire operation. AGRIS helps your team work from anywhere with mobile capabilities, speeds up contract execution with digital signatures and quick entry tools, improves agronomic decision-making with crop planning and GIS analysis, simplifies audits with organized document management, and strengthens customer relationships with integrated CRM and marketing automation. The platform integrates on-premise, cloud, and mobile solutions, helping standardize business processes and create transparent, resilient supply chains. Ideal for enterprise agribusinesses, grain elevators, commodity traders, and agricultural cooperatives.
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    Slatewell

    Slatewell

    Slatewell

    Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows.