Alternatives to BrightAccountsProduction
Compare BrightAccountsProduction alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to BrightAccountsProduction in 2026. Compare features, ratings, user reviews, pricing, and more from BrightAccountsProduction competitors and alternatives in order to make an informed decision for your business.
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Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
2
FISPAN
FISPAN
FISPAN partners with your bank to deliver embedded, automated ERP banking solutions for accounts payable, accounts receivable, bank feeds, and cash management. Eliminate error-prone manual processes and embrace secure, seamless ERP-to-bank connectivity. Integrate your banking directly into leading ERP and accounting platforms, including NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero. Streamline AP workflows, initiate vendor payments, manage expense reimbursements, automate cash application, and send detailed remittance advice emails, all without leaving your system of record. Access near real-time account balances and transactions across entities, initiate book transfers, and automate reconciliation with secure API connections. No file uploads. No bank statement formatting. Just reliable, scalable embedded ERP banking powered by FISPAN. -
3
Quick Consols
Quick Consols
Quick Consols is a financial reporting tool for companies and groups that need monthly or annual consolidated accounts. Handles consolidation complexities for groups with multiple year ends, multiple currencies, different charts of accounts and ERP systems with a slice and dice approach to reporting. The app supports partial consolidations. Use our business unit function to create different views of your group, right down to cost centre or profit centre level. Our Analytics module creates visually rich graphs and charts with a slice and dice approach to seeing your consolidated numbers the way you want with a wide range of custom options. Use the financial statements module to prepare your statutory accounts, whether they're annual, half yearly or quarterly using our custom built templates no matter the underlying Accounting Standards you use. Quick Consols is high tech and high touch which means consultants available to assist with your implementation and support. -
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FloQast
FloQast
FloQast is an AI-powered accounting platform designed to optimize and automate the financial close process for businesses. It helps accounting teams reduce the time spent on reconciliations, audits, and financial reporting by providing real-time tracking, collaboration tools, and AI-driven transaction matching. The platform is built to integrate seamlessly with existing systems, enabling accounting professionals to focus on higher-level strategic tasks rather than routine data preparation. FloQast's AI agents elevate accountants from preparers to reviewers, streamlining the workflow and ensuring more accurate, timely financial results. -
5
BrightTax
Bright
BrightTax is a cloud-based tax and accounts-production platform built for UK-based accounting practices that combines Self-Assessment, Corporation Tax, Annual Accounts, and VAT into one integrated solution. It enables you to file individual tax returns (SA100, SA800, SA900) with built-in calculators, real-time error checks, and HMRC validation alerts, and to prepare corporation-tax returns (CT600, supplementary forms) with automatic data population, capital-allowances calculations, and one-click iXBRL tagging. The accounts-production module supports sole traders, partnerships, and limited companies with compliant templates including FRS 102 1A and FRS 105, full integration with Companies House and HMRC, and data imports from major bookkeeping systems. A live dashboard gives you client-task status and deadlines, plus client-filtering and search tools. The system is fully cloud-native, supports integrations with HMRC, Companies House, and bookkeeping software.Starting Price: $12.75 per year -
6
BTCSoftware
Bright
Tax, Accounts Production and Practice Management Software plus much more. Unite our software with tools you use most. Accountancy practice software for a more efficient and profitable practice, helping you streamline your client work. Effortless tax and accounts production that’s affordable and simple to use for businesses. Simple and intuitive to use, it enables accountancy and legal practices to support their clients efficiently and profitably and represents excellent value for money. It is also used by accounting and finance professionals in businesses to ensure tax compliance and accounts production runs smoothly and effortlessly in their business. Our accountancy software combines a suite of products for accounting professionals in practice and business, including Practice Management, Accounts Production, Self-Assessment, and Corporation Tax. Powerful integrations make life easy for our customers, and features like automatic iXBRL tagging and direct submission to HMRC.Starting Price: $425 per year -
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Accurri
Accurri
Accurri is a cloud-based statutory financial reporting solution designed to automate and simplify the production of annual and interim statutory accounts for private and public companies, helping teams complete even the most challenging reporting scenarios with greater ease and accuracy. It replaces manual templates with structured workflows and features such as audit trails, balance checks, and automated XBRL tagging for online filing, reducing risk and boosting confidence in outputs. Users can access ready-to-use content that remains easily editable or replaceable, drag and drop to reorder notes and sections, and import or export data seamlessly via Word and Excel, making customization and collaboration straightforward. It supports the full suite of financial statements, including cash flows, changes in equity, comprehensive income, and financial position, as well as detailed report components like directors’ reports, corporate directories, sustainability/ESG reports, etc.Starting Price: $7,000 per year -
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aSISt
FINGO
Since 2007 banks are required to submit financial reporting compliant with COREP and FINREP taxonomies in the XBRL standard. Under the new regulations many Polish banks faced a massive challenge. The reports were not only difficult to prepare, but also the market lacked relevant tools for managing and preparing XBRL reports. To address this, we partnered with GPM Systems Sp. z o.o. and created an application that allows to prepare and manage these mandatory filings in line with the XBRL format. aSISt hides the technical complexity of XBRL behind an interface and vastly simplifies the filing process. The user is given forms similar to Excel sheets, which makes the application uniquely intuitive. The process of preparing filings was simplified to four basic steps. aSISt supports reporting periods, taxonomies (dictionaries) versioning management and ensures compliance with the selected taxonomy version for each report. -
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CFOUR
CFOUR
CFOUR is a financial software for consolidation that assists inter-company accounting by centralizing data from various sources. It allows for flexible collaboration to process consolidation faster and get accurate consolidated reports instantly. CFOUR instills simplicity by replicating the familiar consolidation process in accounting into the four distinct stages of the consolidation. Our system takes off by collating data from different sources such as Excel or ERP into one data stream. A stabilized compilation of the subsidiary accounts to produce management accounts. Inter-company reconciliation involves journal entries where inter-company elimination is logged and validated through a simple user-friendly interface. Consolidate the subsidiary accounts with a clear vision into the holding company and produce consolidated statements. Generate XBRL or iXBRL files instantly to report to ESMA or GAAP with the corresponding taxonomy. -
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Gen XBRL Software
SAG Infotech
Gen XBRL Software for Validation and Preparation Sheets offers a powerful solution for professionals, such as Company Secretaries and Chartered Accountants, who often face the challenge of spending significant time on preparing and e-filing balance sheets and profit & loss accounts in the latest XBRL format. With our user-friendly XBRL return software, these tasks can now be accomplished with ease, saving valuable time and effort. Our software provides the flexibility to prepare XML for accounting standards and Indian accounting standards (IND AS) for both standalone and consolidated financial statements. Keeping up with the latest requirements, our Gen XBRL filing software is regularly updated, ensuring compliance with MCA Business Rules and Taxonomy. It simplifies the import and export of XML data for the current and previous years, streamlining the process of managing financial information.Starting Price: ₹10000 -
11
XLReporting
XLReporting
XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.Starting Price: €500/month -
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Bench Accounting
Bench
Bench Accounting is a bookkeeping and accounting platform designed to help small business owners save time and focus on growing their business by offering expert bookkeeping services combined with powerful financial software. It provides users with dedicated bookkeeping teams, who handle monthly transaction reviews, prepare financial statements, and offer tax preparation and filing services. Bench simplifies financial management by automating tasks such as categorizing transactions and generating real-time reports, giving businesses quick insights into their finances. The platform integrates with tools like QuickBooks, Stripe, Square, and Shopify to streamline operations and ensure efficient bookkeeping. Bench offers seamless communication between clients and their bookkeeping team, and users can access financial data and reports anytime, providing them with accurate, actionable insights to make informed business decisions.Starting Price: $299 per month -
13
VentureLine
VentureLine
Year-to-year comparisons can highlight trends and point up the need for action. Trend ratio analysis works best with VentureLine's five-year accounting ratios married with a common size analysis. With time period to time period in financial analysis, good or poor performance becomes obvious. VentureLine provides cross-sectional financial analysis tools, comparing industry financial ratios to any company or comparing two companies in similar lines of business. Highly recommended by expert analysts is the most effective form of cross-sectional financial analysis: comparing a company's financial ratios and common size percentages to industry ratios and percentages in which the company competes. One way to visually zero in on potential problems and missteps taking place within a business is to prepare and study common size financial statements. Common size financial statements get rid of the dollars and cents, reflecting account balances as percentages only. -
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IRIS CARBON
IRIS CARBON
IRIS CARBON is a cloud-based disclosure management and regulatory reporting platform that streamlines the authoring, review, validation, tagging, and filing of complex financial and non-financial reports such as Annual Financial Reports, ESG disclosures, SEC/EDGAR submissions, ESEF/XBRL/iXBRL filings, FERC reports, ACFR filings, and other mandated digital disclosures across global taxonomies and jurisdictions in one collaborative environment. It automates data collection, structured tagging, and quality checks to improve data accuracy and transparency, supports role-based collaboration and version control, and integrates with familiar tools such as Word, Excel, and PowerPoint, helping teams eliminate manual spreadsheets, reduce errors, and manage iterative review cycles more efficiently. IRIS CARBON also includes specialized modules for ESG reporting aligned with major frameworks like GRI, SASB, TCFD, CSRD/ESRS, and supports centralized compliance workflows. -
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Amelkis Opera
Amelkis
Take control of your development by building your financial forecast with a flexible and fully customizable solution. Quickly realize a budget, monthly reporting and as much forecast as you want during the year thanks to Opera. Every year over 2,000 groups are consolidated on Opera. Whether you are a consolidator or an accountant, discover its innovative interface and its many features. Amelkis grants you pre-configured access to Opera with your own settings: Consolidation, Reporting, Budget, Forecast, RSE, Leasing & IFRS 16, Intercompany etc. Amelkis InterCompany is a Web platform of the reconciliation of the intercos accounts. It contributes to improving the quality of the accounting information at the level of the entities and reduces the time of closure. Amelkis XBRL allows you to import your PDF registration document, convert it to HTML without losing graphic quality and perform tagging in a few minutes. Amelkis XBRL is the most innovative and efficient solution on the market. -
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KashFlow
IRIS Software Group
Keep your accounts under control with KashFlow, an award-winning, cloud-based accounting software. Designed specifically for sole traders and growing businesses, KashFlow makes accounting painless and hassle-free by offering a jargon-free and feature-rich platform that is loved and used even by non-accountants. From quoting and invoicing, to payroll and reporting, KashFlow’s accounting software keeps it simple.Starting Price: $7.00/month/user -
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BrightBooks
Bright
BrightBooks is a cloud-based invoicing and accounting platform built for small and medium-sized businesses to simplify payments, VAT returns, and financial management. It allows users to create and send professional invoices, reconcile bank transactions, and manage inventory from anywhere through its intuitive web and mobile interfaces. Integrated CRM tools help businesses track leads, manage client communications, and build lasting customer relationships. With built-in compatibility for Making Tax Digital (MTD), BrightBooks streamlines VAT submissions directly to HMRC, ensuring full compliance and accuracy. The platform also includes insightful dashboards and reporting features to help users make data-driven decisions. Hosted securely on Microsoft Azure Cloud, BrightBooks combines accessibility, automation, and enterprise-grade protection in one powerful solution.Starting Price: $14.95 per month -
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ProfitSee
ProfitSee
Create efficiency in your practice and grow your advisory services with automated and white-labeled financial reporting, cash flow forecasting, analytics, KPIs, budgeting, consolidations and more. Whether your clients’ data is on Xero, QuickBooks Online, or other cloud accounting platforms, ProfitSee can help you gain real-time insights that make a difference. Our tools have an automated nightly sync, which means the data you’re using will be real-time, all the time. Whenever you schedule reports, set KPI alerts, or provide access to the online client dashboard, the most recent and relevant data will be included, helping you manage clients’ cash flow, beat your clients to the phone, and proactively create future opportunities. Go beyond simple “percentage increase or decrease forecasts” that miss the mark. ProfitSee automatically generates forecasts based on historical performance and upcoming business strategies in the same ways as global accounting firms and Fortune 100s. -
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Qvinci
Qvinci
Qvinci is a global leader in financial reporting technology. Our patented software works with QuickBooks®, Xero®, MYOB® and Excel® to provide you with insightful reporting and game-changing analysis. Set-up is quick and easy. Impact is immediate. Qvinci was founded on a simple idea: Provide the accounting, franchising and multi-unit markets with cost-effective, ERP-like solutions that deliver financial data consolidation, automated reporting, workflow management and advanced business intelligence through the cloud. Today, Qvinci’s industry-leading solutions empower users with actionable data that leads to increased operational efficiencies, deeper financial insights and greater profits. The capabilities found in Qvinci integrate with QuickBooks, Xero, MYOB and Excel to ensure users have access to the most up-to-date and accurate financial data possible. -
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Hubdoc
Hubdoc
With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.Starting Price: $12 per month -
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Joiin
Joiin
Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button.Starting Price: $16 per month -
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GATHER.nexus
GATHER.nexus
GATHER.nexus is a financial reporting and consolidation accounting software platform. The platform is for Finance teams in multi-entity businesses, which use Xero and Quickbooks as their core accounting software. The GATHER.nexus platform solves several pain points faced by these teams. Using the GATHER.nexus platform, teams can effortlessly consolidate multiple entities with speed, flexibility, and accuracy across various currencies. The GATHER.nexus platform incorporates an intercompany management tool that allows teams to post and manage intercompany transactions, recharges, transfer pricing, and loan arrangements centrally. The tool also enables the smooth matching of intercompany transactions between entities to ensure intercompany balances are reconciled.Starting Price: £150 -
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Swift Finance
Swift Finance
Swift Finance is a business solution designed for accountants and financial analysts working in the finance department of medium-sized businesses. We make it possible to optimize key financial and accounting processes, such as month-end, year-end, planning, and forecasting activities. Swift Finance is made possible by the technological framework of Virtual Cube Solutions. We have been helping Finance departments in mid-sized and large businesses for more than 20 years, increasing the efficiency of their month-end, year-end, planning, and forecasting processes. Work in a standard Excel sheet, not a pivot table. Drag and drop data elements directly in the Excel sheet. Display your numbers where you want them in just one click. Apply to format, add Excel formulas, and hide rows/columns, it’s easy! Use a standard Excel worksheet for data entry and validation. Create and manage your budget scenarios directly in Microsoft Excel. Quickly produce iterative versions of your budgets. -
24
CoreFiling
CoreFiling
Regulatory compliance is the greatest challenge facing organisations and public services today and XBRL is required for the financial reporting frameworks: COREP, FINREP and Solvency II. CoreFiling is the leading developer of international best practice in regulatory reporting and taxonomy development. CoreFiling is a trusted advisor to regulators, governments, financial institutions and filers worldwide.Build faster applications and get smarter answers using True North’s® financial data aggregation application, the leading repository of public company data including SEC and Companies House filings. The True North® data platform facilitates search, display and analysis of individual company financial accounts, or large complex datasets. Apply structure and meaning to complex, disparate and siloed data by defining, normalizing and categorizing it at source. -
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BrightCIS
Bright
BrightCIS is a cloud-based software solution designed to handle every element of the Construction Industry Scheme (CIS) process for contractors and subcontractors, offering secure tools to manage subcontractor details, verify registrations with HMRC, calculate CIS deductions automatically, pay subcontractors (including fast 90-second payment processing via Modulr) and generate official “Payment and Deduction Statements” as well as year-end statements with minimal effort. The system supports CSV import of subcontractor lists, batch processing of multiple contractor returns, submission of monthly CIS300 returns in a few clicks, full audit-trail visibility with timestamped activities, and unlimited user access from any device so teams can collaborate in real time. Because it’s fully cloud-native, BrightCIS receives automatic updates to stay aligned with the latest HMRC regulations, reduces manual error-prone calculations, and centralizes subcontractor onboarding and verification. -
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eMerge
Soft Corner
eMerge is being used by several large groups. It is so easy to use that most of them have also started doing monthly consolidation. The implementation consists of proving to you that eMerge™ does the job accurately. The data of any past quarter or year-end is imported into eMerge™ and entirely processed through eMerge™ to show you that the reports generated tally with your published results – to the last penny. Financial reporting standards are under constant modification. eMerge™ produces a full range of financial statements, ad hoc reports, and dashboards using an intuitive Report Creator interface. Its Notes to Accounts feature takes the hassle out of publishing the final Financial disclosures with automation that combines multiple source documents into a single polished report. The biggest benefit eMerge™ can claim is that your consolidation team does not need any help from your IT department or our eMerge™ team – to run it successfully quarter after quarter. -
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Inscope
Inscope
Inscope is an AI-native financial reporting platform designed to automate the preparation, review, and issuance of GAAP-compliant financial statements for accounting teams and finance organizations. It replaces manual, error-prone workflows by automatically generating financials, disclosures, and supporting schedules, allowing teams to move from closed books to issued reports in a streamlined, structured process. At its core, Inscope applies AI assistants to handle time-consuming tasks such as formatting, cross-footing, internal consistency checks, and roll-forwards, significantly reducing the manual effort traditionally required in financial reporting. It maintains a live, linked source of truth so updates flow automatically across statements and footnotes, eliminating version-control chaos and improving traceability. -
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Helix Reports
Helix Reports
Whether you need to evaluate liquidity, simplify collections or consolidate balance sheets across diverse holdings, Helix combs through multiple financial data sources, QuickBooks files, and custom records to give you instant, up-to-date reports. Do you still spend weeks configuring data for intricate financial reports, only to do it all again the next time you need it? Instantly produce centralized financial reports from diverse investments, partnerships, and accounting platforms. Set rules to map or fix inconsistencies in names, accounts, or transactions, cross-checked for data integrity. Configure your rules for any data only once. Helix remembers them so you can produce accurate, up-to-date reports with a click. A helix links seamlessly with your existing accounting systems, no platform change is required. Easily consolidate and run your toughest financial reports.Starting Price: $240 per month -
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CtrlPrint
CtrlPrint
CtrlPrint is a cloud-based, collaborative corporate reporting platform that streamlines the end-to-end creation, review, version control, tagging, and publication of financial, sustainability, and regulatory reports, helping teams eliminate manual work, ensure accuracy, and meet compliance requirements. It centralizes work across drafting, editing, review, approval, and final publication while supporting major reporting formats such as ESEF, UKSEF, CSRD, DK-GAAP, Inline XBRL (XHTML), and print PDFs from a single source of truth, reducing duplication and errors. It offers secure, role-based access with audit-proof version control, supports integration of live data from Excel and Word into designed layouts with automated updates, and enhances collaboration with clear workflows, permissions, and real-time visibility across contributors. Built-in XBRL tagging, validation tools, and compliance features ensure regulatory standards are met. -
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Sage 200
Sage
Manage your business and propel your growth to the next level with Sage 200 - now connected to Microsoft 365. Part of Sage Business Cloud. Ditch the downtime with a solution available 24/7, 365 days a year. Manage your accounts and customers, as well as manufacturing, supply chain, business intelligence, and more, on the go. Sage 200 uses the power and productivity of the desktop, with the freedom and control of smart, secure software. You can also collaborate with your teams in real-time. Our solution supports manufacturers, distributors and business services. Control your business and gain complete visibility over your operations. You can also manage multiple companies and access key insights and reports on the go through Excel. Get business-wide, market-leading software full of the features and functionality you need when you need them, and with scalable solutions that grow with your business. -
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Sage Accounting
Sage
Sage Accounting is a cloud-based accounting solution designed to simplify financial management for small businesses, with AI-powered features that automate key tasks like invoicing, VAT returns, and receipt capture. It offers Making Tax Digital (MTD) compatibility and is recognized by HMRC, ensuring seamless tax submissions. Sage Copilot, the built-in AI assistant, helps users stay organized by automating reminders, generating professional communications, and providing real-time financial insights. The platform supports bank connections, cash flow control, detailed reporting, and optional payroll management. Available in three plans—Start, Standard, and Plus—Sage Accounting caters to different business needs, from sole traders to companies managing inventory and multiple currencies. Users benefit from a free 3-month trial, no long-term contracts, and award-winning support that helps maximize productivity.Starting Price: £18 per month -
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LivePlan
Palo Alto Software
LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data.Starting Price: $20/month -
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VT Final Accounts
VT Software
If you have not already done so, download the installation file from here. This installs the following programs on your PC: VT Filer; VT Fact Viewer; VT Transaction+ and VT Cash Book. VT Final Accounts is not a standalone program itself but gets installed as a set of VT Add-ins to Excel. If you experience any issue when installing see Installation. After installation the Add-ins tab appears in the main Excel menu, containing VT menu commands. If this is not visible, follow the steps at Add-ins missing. VT Final Accounts enables you to create a set of accounts in Excel (known as the 'accounts workbook'), from which you can generate an iXBRL file which can be submitted to Companies House. Stored directly in the workbook in Excel ('manual entry') if you want to enter a trial balance directly in the workbook or import a trial balance from another source. In the Workbook Properties dialog, enter the company details and financial period, select any of the options that are relevant to you.Starting Price: $196.32 per year -
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BrightManager
Bright
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.Starting Price: $27.23 per month -
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ByAllAccounts
Morningstar
ByAllAccounts transforms financial data into insight through account aggregation. We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. We standardize aggregated data into a single, consistent model based on industry standards and Morningstar’s proprietary identifiers, transforming disparate data into its most usable form. ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs. We use our patented process to make sense of insufficient data sources and to bridge gaps with Morningstar data, delivering enriched firm-level feeds to a network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. -
36
DocuClipper
DocuClipper
Extract important data from any scanned or digital PDF document. Send it to Excel, QuickBooks, and other apps. DocuClipper uses OCR technology and can pull data from any digital or scanned document. DocuClipper works with both bank and credit card statements. DocuClipper has passed an independent security review by Intuit and follows security best practices. DocuClipper automatically pulls the transactions, dates, and other relevant data from any scanned or digital PDF bank statement. Hundreds of banks are supported, from big national banks to small credit unions. Automatically import the transactions into an Excel spreadsheet or download a file that can be imported into your accounting software. DocuClipper supports QuickBooks, Xero, Sage, and other popular accounting software. Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement.Starting Price: $29 per month -
37
Sheshi FR
Sheshi AI
Sheshi FR is a revolutionary SaaS application designed to streamline and optimize financial reporting processes. Powered by artificial intelligence, Sheshi FR aims to empower finance professionals by delivering 'Print-Ready Financials' at lightning speed. The platform is built to ensure accuracy and compliance, thereby significantly reducing the time and effort spent on manual report preparation. Sheshi FR embodies the future of financial reporting, prioritizing efficiency and precision, and enabling professionals to focus on strategic decision-making. Its ultimate mission is to redefine the role of finance professionals like Chartered Accountants, CFO, Tax Professionals, etc. by equipping them with cutting-edge technological capabilities.Starting Price: Rs. 10,000 -
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Accountfy
Accountfy
Economic groups, of all sizes, innovate in their financial management with Accountfy. Have the flexibility to upload the accounting files manually or integrate with your ERP and have data always updated in real time. Have the flexibility to upload the accounting files manually or integrate with your ERP and have data always updated in real time. Consolidation resources for companies in the same economic group, or between different groups, without errors and manual work, with simple parameterization. Compare account and cost centers participation in financial statements and how they evolve over time to set goals and cost reductions. Compare account and cost centers participation in financial statements and how they evolve over time to set goals and cost reductions. You can set the number of columns and where each piece of information best fits – starting with a broad view. Consolidate different economic groups, with multi-currency resources, and have traceability. -
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CData Excel Add-Ins
CData Software
CData Excel Add-Ins install right into Excel and empower anyone to instantly connect to live data from 200+ data sources — inside Excel. Quickly and conveniently get access to data from your accounting, CRM, ERP, sales, marketing, social media, SaaS, cloud, and database tools in Excel; even push changes from Excel right to your data — wherever it resides. Connect to live data from: - Quickbooks - Sage - Salesforce - HubSpot - Microsoft Dynamics 365 - MySQL - SQL Server - eTrade - And hundreds more The CData Excel Add-Ins simplify the way you read, write, and update live data from web and desktop applications. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more! The Add-Ins are powerful tools that provide: - Bi-directional access to live data - Easy-to-use, straightforward configuration - Quick data imports, exports, backups, and integrations. -
40
Fraction ERP
Fraction ERP
Fraction ERP is a cloud hosted ERP software designed for small to medium size manufacturing companies. Modules include quotations, sales orders, parts, bill of materials with drawings, works orders, purchasing and inventory management, shopfloor data capture, production scheduling and capacity planning, shipping and invoicing. Fraction ERP integrates with Xero, QuickBooks and Sage accounting packages.Starting Price: £35 per user per month -
41
LedgerDocs
LedgersOnline
With multiple ways to upload your financial documents in to LedgerDocs, completing accounting tasks on a timely basis has never been easier. Use LedgerDocs with any accounting software such as QuickBooks, Sage 50, Xero and Kashoo. LedgerDocs is a powerful document management system designed to enhance your bookkeeping and accounting process. Reduce emailing back and forth for your accounting by collaborating more efficiently within LedgerDocs at the source document. Invite members to your company and use notes, tags and sharing features for each uploaded file. Features to help business owners, bookkeepers, and accountants work together on financial documents at any time, from anywhere, to make the accounting process as simple as possible. Upload from within the app or use your smartphone, scanner, email, or Dropbox. Set a schedule to pull statements from banks & credit unions you already use.Starting Price: $14 per month -
42
Ledgre
Ledgre
Designed specifically for rental properties, Ledgre is software simple enough for non-accountants to navigate but robust enough to handle all the complexity of financial reporting and tax prep. If you're a landlord or rental property investor who wants to manage your books without the expensive fees of a bookkeeper, consider using Ledgre to manage and grow your business. Ledgre offers a dynamic suite of tools and features, including the following: - Import Transactions - Properties - Income and Expense Tracking - Financial Reporting - Tax Preparation Eliminate the guesswork in accounting with simple solutions, real-time insights, and a stress-free tax season. Sign up today and see how automated financial reporting can transform your rental business!Starting Price: $20/month for 1-25 units -
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Bright
Bright
We bring you together with the world's creators, experts and icons to learn and interact in live sessions. Bright sessions cover topics from mind, body, home, money & more. Bright helps you take your life to the next level. Bright is a free, stand-alone companion app that gives users access to account settings and stored, cloud-based, video call Sessions. Level up your skills through live video chats with influential people. Learn what it takes to be the best at what you do by connecting with well-known experts to help elevate your life. Sign up now for a free Bright account for access to our Session of the Week. If you’re already a Bright user, sign in to access your existing cloud-based video call Sessions. For more information about Bright, visit our website. You can become a creator and help people learn. You can also book a private session to know more about Bright! -
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Emburse Tallie
Emburse
Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse Tallie carries a promise to humanize work while delivering expense management solutions for small organizations and their accountants. The people at Tallie believe small businesses deserve expense software that is ridiculously easy to use, takes limited time out of the workday to manage, eliminates accounting mistakes and can be implemented rapidly. Tallie is designed to integrate seamlessly with your core accounting system, whether it's Xero, QuickBooks, Sage Intacct or NetSuite. Plus, Tallie's unique partnership with Bill.com ensures your financial software systems are always working together to ensure your payments are made on time. As part of the Emburse company, we deliver our customers the same underlying data automation that powers the world's largest businesses at a fraction of the price.Starting Price: $50/month -
45
Accountail
Nunuworks
Accountail is the smartest AI-powered software designed for accountants and auditors, to help create detailed accounting reports and analyses from in-house or client business data. By leveraging the capabilities of Accountail, users can craft an array of specialized reports such as financial analysis, performance analysis, and analytical reviews, to name a few. How it works: upload the necessary documents in any of the supported file formats, and Accountail uses its AI to craft thorough accounting and audit narratives. The platform's advanced AI analyzes the data and compiles it into an assortment of insightful reports that help with decision-making and compliance. Enhanced Features of Accountail Intuitive file upload process with a wide range of accepted formats for ease of use. Automated generation of complex reports that would otherwise be time-consuming to produce manually. Ability to handle a multitude of report types, including but not limited to cash flow analyses, etc.Starting Price: $100 -
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CostTracker
T&T Innovationsv
Easy to use, 100% cloud based, all-in-one purchasing and cost control software. Create, approve and track purchase requisition, purchase orders and invoices. Automate your supplier invoice process and get a waterproof system for cost control. Works perfect as stand-alone or integrated with your accounting system. Get started in less than five minutes! CostTracker is a cloud-based purchase order system for small and medium sized companies that want full control! How much cost is committed? How much remains on your budget? Tired of spending time searching Excel or accounting reports for answers? Or experiencing yet another budget overspend caused by an unexpected invoice? Let CostTracker give you real-time control so you can spend your time on more value adding activities. By using CostTracker you will get full control of your cost and budgets… and it’s easy! No more time consuming, outdated reporting. CostTracker will put you in position to make better decisions for you and the team.Starting Price: $139 per month -
47
Double
Double
Double is an AI-powered accounting workflow and month-end close platform designed to help accounting firms, bookkeepers, and internal finance teams automate repetitive financial tasks, streamline close processes, and manage accounting operations from a centralized workspace. The platform integrates directly with accounting systems such as QuickBooks Online, Xero, Sage, and NetSuite, allowing teams to automate transaction categorization, reconciliations, journal entries, accruals, receipts management, 1099 processing, and AI-assisted bank feeds while maintaining financial context from the ledger. Double combines month-end close automation with integrated client communication, task management, reporting, review tools, and practice management capabilities to reduce manual workloads and improve accounting efficiency.Starting Price: $10/month/client -
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Rounded
Rounded
Rounded is invoicing and accounting software designed specifically for freelancers and sole traders. Send quotes and invoices Get paid online Track time and expenses Track GST for BAS Be prepared for tax timeStarting Price: $19.95/month -
49
Quantilia
Quantilia
Connect directly with your custodian banks, asset managers, private equity funds, benchmarks, ESG, or credit rating providers. Get security level reports, enriched issuers data, and gather your liquid and illiquid assets in the same place. No data source will be left aside, as you can incorporate easily into your account all your partners' data, irrespective of the format they use or their level of IT maturity. Enrich your portfolio data thanks to tens of thousands of funds, ETFs, indices, securities, derivatives, and market signals. Link your account with your internal or external research partners to take well-informed and fact-based investment decisions. Benefit from a fully tailored service, by a team of seasoned professionals coming from the financial industry and able to turn your objectives into actionable dashboards and tools. Asset consolidation & data aggregation. Data collection, preparation, and integration. -
50
FAST Finance Reporting
Millennium
Provides financial analysis with Operating Statement, Balance Sheet, Trial Balance reports in numerous formats such as Current Year, Comparative, Monthly and Annual Trend using various hierarchies. Offers access to specific financial information for departmental account holders to answer their questions such as “How much money have I spent?”, “How much budget do I have left?” and allow drill down to details for each transaction. Offers detailed information by Fund for each specific grant, including multi-year funding, actual money spent, and commitments made against the grant. Improve business processes to streamline departments and the flow of information while accelerating decisions via electronic approvals. Rely on an outstanding customer support team that actually listens to ensure you are maximizing your investment in FAST. Millennium will install, maintain and upgrade FAST reducing the time your IT has to spend on maintenance.
