Alternatives to PayinGlobal

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

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    Monarch Money

    Monarch Money

    Monarch Money

    Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions.
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    Monavio

    Monavio

    Monavio

    Monavio is a browser-based personal finance app for individuals who want to organize spending and monitor their financial picture without linking bank accounts. Users upload bank, credit-card, or investment statements in PDF, CSV, or Excel formats, or forward them by email; Monavio extracts and categorizes transactions. Features include spending analytics, category budgets, recurring-charge detection, investment tracking, net-worth monitoring, and financial-independence planning with adjustable assumptions and Monte Carlo projections. Users can manage multiple accounts and currencies and review their finances together in one place. The web app serves individuals who budget, track investments, or plan long-term financial goals.
    Starting Price: $3/month billed annually
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    RunwayCal

    RunwayCal

    RunwayCal

    RunwayCal is a connected financial planning operating system for growing businesses. It brings cash, commitments, revenue, teams, budgets, deals and scenarios into one financial picture, helping business owners and finance teams understand what’s happening, what’s coming and how decisions could change the business. RunwayCal supports cash and runway visibility, revenue modeling, commitment and expense planning, team and payroll planning, budgeting, scenario planning, deals and expected revenue tracking, multi-location financial planning, financial statements and exports. It is built for business owners and founders, finance teams and CFOs, fractional CFOs, bookkeepers and operators across SaaS, agencies and consulting, healthcare, retail, manufacturing, food & beverage and logistics. Turn your financial reality into better business decisions.
    Starting Price: $89/month
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    Invoala

    Invoala

    Invoala

    Invoala is a web-based invoice and quote generator for freelancers, contractors, consultants, agencies, and small businesses. Users can create branded invoices, estimates, quotes, and receipts; add line items, taxes, discounts, shipping, custom fields, logos, payment details, and multiple currencies; preview documents and export print-ready PDFs. Account features include saved clients and services, invoice history, email delivery, share links with view notifications, payment-status tracking, recurring invoice terms, client statements, and team workspaces. An AI composer can turn plain-language job details into invoice line items. A free generator is available without sign-up, while paid plans expand storage, workflow, and collaboration features.
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    Bottomline Global Cash Management Hub
    Gain a consolidated view of cash in a single platform that syncs with all your banks and bank accounts automatically. Give every stakeholder the same holistic view. Optimize working capital through a single view of cash, credit facilities, loans, and other financial instruments. Automatically generate statements and bank account reports, reducing errors and time-consuming tasks. At a glance, view opening, projected, and intra-day balances and updates. No logging into multiple bank portals. Simply configure dashboards and screens to your preferences. View your projected revenues, accounts payable and receivable, as well as payroll. Plus, compare forecasts to budgets. Your financial data syncs automatically with the platform. Use tools and views to manage liquidity and make informed decisions. Filter, drill down, and export data. Also, view cash positions in the original and reporting currencies.
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    Visual Cash Focus
    ​Visual Cash Focus is a comprehensive budgeting and forecasting software developed by Cash Focus, designed to simulate business trading activities for accurate financial planning. Users input their starting balance sheet along with estimates for revenue, cost of sales, expenses, taxes, and dividends. The software then calculates expected cash flow, net income, bank balances, accounts receivable and payable, inventory levels, balance sheets, income statements, and financial ratios for each period. It supports detailed inputs such as fixed asset schedules, overdraft arrangements, lease and hire purchase payments, long-term loans, and inventory requirements. Budgets can be managed by profit centers, allowing for granular reporting. Visual Cash Focus employs double-entry accounting methods to prepare budgets and management reports, ensuring accuracy and accountability.
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    Nectabl

    Nectabl

    Nectabl

    Nectabl is a browser-based document processing tool for bookkeepers, accountants, BAS agents, virtual assistants and small businesses. It converts receipts, invoices and bank statements—including PDFs, scans and phone photos—into structured spreadsheet data. Users can review extracted information alongside the source document, correct flagged entries and export results to spreadsheet or data formats for bookkeeping workflows. Batch processing supports work across multiple clients, while saved categories and column layouts help keep recurring exports consistent. The service is aimed at users who prepare financial records and want to move document details into organized, reviewable spreadsheet files.
    Starting Price: $39/month
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    BillForge

    BillForge

    BillForge

    BillForge is a browser-based invoicing and accounting application for Indian freelancers, agencies, digital sellers, service exporters, e-commerce sellers and other small businesses. It creates GST tax invoices, pro formas, credit and debit notes; calculates CGST, SGST and IGST; and supports export invoices with LUT and foreign-currency handling. Businesses can record expenses and vendor bills, scan bills to extract details, track input tax credit and TDS, and monitor MSME payment deadlines. BillForge prepares GSTR-1 and GSTR-3B data for export, alongside general, client and vendor ledgers, profit-and-loss reports, trial balances and a compliance calendar. It also imports bank statements and payment-settlement files for AI-assisted reconciliation, supports accountant access through a read-only portal, and connects to Claude using Model Context Protocol (MCP).
    Starting Price: ₹149/month
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    NeatInvoice

    NeatInvoice

    NeatInvoice

    NeatInvoice is an invoicing workspace for freelancers and independent consultants. Every invoice gets a live client link — a URL clients open in their browser, no PDF attachment needed. You see exactly when they viewed it, with timestamp and device. When payment is late, automated reminders email your client after the due date automatically. Email dispatch lets you send invoices directly from the app. Recurring schedules handle retainer clients with optional auto-send. The finance overview shows paid, still owed, overdue, revenue trends, top clients, and highest-earning services — calculated automatically from your invoices. Additional features include 40+ currencies, invoice labels in 12 languages, multiple business workspaces, saved client and item library, and PDF export on all plans. Free plan: 25 invoices/month, live link tracking, finance overview, PDF export. No credit card, no trial, no expiry. Pro adds email dispatch, automated reminders, and recurring billing.
    Starting Price: $5/month
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    Pedfs

    Pedfs

    Pedfs

    Pedfs is an AI-powered workspace for extracting, creating, and organizing financial documents. It turns PDF invoices, receipts, bank statements, and expense records into usable, export-ready data. Upload individual invoices and receipts or process a full batch at once. Pedfs extracts key fields including vendor names, invoice numbers, dates, taxes, totals, payment details, and available line-item information. Track batch progress, view each file’s status, and retry a failed file without restarting the remaining documents. Keep prior results in PDF History, select the records you need, and export structured extraction data in CSV, Excel, or JSON for bookkeeping, analysis, reporting, and downstream workflows. Pedfs also includes an Invoice Creator for producing professional invoices in a guided workspace. Add business and customer details, line items, quantities, prices, taxes, totals, notes, and payment instructions to create consistent invoices faster.
    Starting Price: $29.90
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    BMPT Books

    BMPT Books

    BMPT Books Inc.

    BMPT Books is a cloud-based business management and accounting platform that helps businesses manage their finances, operations, and growth from a single integrated system. The software includes accounting, invoicing, inventory management, purchasing, expense tracking, payroll, human resources, customer relationship management (CRM), point of sale (POS), fixed assets, project management, budgeting, multi-currency accounting, and comprehensive business reporting. Businesses can create and manage quotations, invoices, bills, purchase orders, journal entries, payroll runs, and financial statements while maintaining real-time visibility into cash flow, profitability, inventory levels, and operational performance. The platform also supports rental and lease management, enabling organizations to manage rental contracts, lease schedules, recurring billing, asset rentals, tenant records, renewals, and payment tracking. BMPT Books includes an AI-powered assistant that helps users.
    Starting Price: $8/month
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    Neat

    Neat

    The Neat Company

    Neat is an all-in-one expense management, tax preparation, and receipt tracking app built for freelancers and small businesses. It helps users organize receipts, track spending, categorize expenses, and prepare financial records for tax season. The platform brings together business expenses from areas such as subscriptions, travel, supplies, meals, invoices, and documents in one organized workspace. Neat includes automatic expense categorization, real-time spending visibility, searchable records, shareable expense reports, and secure cloud storage. Users can scan, upload, store, and retrieve receipts, invoices, contracts, bank statements, and other important financial documents. With a simple interface, mobile access, and tools designed for non-accountants, Neat helps small business owners stay organized and tax-ready without complicated accounting workflows.
    Starting Price: $200/year
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    Papertools

    Papertools

    Papertools

    Papertools is cloud accounting for sole traders, freelancers and small businesses, including incorporated companies. Plain-language workflows connect to real double-entry books. Manage quotes, invoices, payment receipts, customer credits, bills, expenses, purchase orders, inventory, payroll, mileage, projects and contracts. Quick Journal guides complex transactions such as asset purchases, financing and depreciation. Paper-Ai turns voice or text requests into drafts and answers questions about your books; its reader extracts PDF and image data for review. Import CSV/PDF bank statements, match transactions or connect supported bank feeds. Work across currencies, automate recurring tasks and accept payments through your own Stripe or PayPal account with no added Papertools transaction fee; provider fees apply. Access journals, the general ledger and financial reports, with team permissions and data exports. Start with Essential, free forever. No credit card required.
    Starting Price: Business from $25/month
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    PaperWork

    PaperWork

    PaperWork

    PaperWork is a document AI platform for financial services and operations teams that need to process documents faster without losing control. It extracts structured data from bank statements, invoices, receipts, IDs, and other business documents, then helps teams review, validate, and export the results for downstream workflows. PaperWork supports OCR, document parsing, bank statement analysis, identity verification, invoice processing, fraud review, webhooks, human-in-the-loop workflows, cloud API usage, managed workflows, mobile SDK use cases, and licensed private deployments. It is headquartered in Dubai and built for UAE financial workflows while expanding to international markets.
    Starting Price: Custom pricing
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    StatementSheet

    StatementSheet

    StatementSheet

    StatementSheet is a web-based tool that converts PDF bank statements into clean, structured Excel or CSV files in seconds. Designed for accountants, freelancers, and small businesses, it eliminates manual data entry and simplifies financial reporting. Users simply upload their PDF statements, and StatementSheet automatically extracts and formats the data into ready-to-use spreadsheets. It supports multiple bank layouts, applies consistent formatting, and ensures accuracy, with no software to install or configure. All files are processed securely, and outputs are compatible with popular accounting tools. Whether you're reconciling accounts, preparing tax reports, or managing cash flow, StatementSheet helps save time and reduce errors.
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    Sumlino

    Sumlino

    WebInferio

    Sumlino is web-based invoicing and customer management software for freelancers, small businesses, studios, schools and clubs. Users can create branded invoices, quotes and credit notes, manage customer groups, track hours and business trips, and turn recorded work into draft invoices. Quotes can be accepted online using an email code. Other features include receipt uploads, recurring invoices, stock tracking, bank statement imports, bookkeeper access and data exports. Mollie supports payment links and direct debit, with approval required for each collection period. The website is available in Dutch and English. New users receive five free documents, then pay per document or choose an Unlimited subscription. Optional AI extraction helps process purchase invoices, with user review before import. Dutch calculators and practical guides are available without an account. Direct tax filing and automatic bank feeds are not included.
    Starting Price: EUR 0.75/quote excl. VAT
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    Jeramyl

    Jeramyl

    Jeramyl

    Jeramyl is a cloud-based bookkeeping and business finance application designed for freelancers, consultants, self-employed professionals, and small business owners. The platform helps users record and organize income, expenses, and business transactions, categorize financial activity, and upload receipts with OCR-assisted data extraction for review. Users can create and manage invoices and estimates, track unpaid customer invoices, maintain customer statements, and organize bills and vendor records. Jeramyl provides business finance visibility through dashboards, profit and loss reporting, cash flow tracking and forecasting, cash runway estimates, accounts receivable and accounts payable aging, tax summaries for accountant review, and month-end bookkeeping cleanup workflows.
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    Castvana

    Castvana

    Wicked System Studio

    Castvana is a free, offline Windows application for accountants and auditors preparing financial statements. It checks totals, cross-casts, and tie-outs to help users review statement calculations. Users can format account presentation with page breaks, margins, fonts, and a firm logo, then export print-ready PDFs. By combining calculation checks and document layout in an offline tool, Castvana supports preparing and reviewing financial statements before distribution without requiring a cloud connection for its core workflow.
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    InvoiceSent

    InvoiceSent

    InvoiceSent

    InvoiceSent is an innovative cloud-based invoicing platform for freelancers, consultants and small businesses. Create professional invoices, manage clients, accept payments and track your finances in one place. Features: · Branded invoices with logo · Live invoice preview · VAT, GST and sales tax calculation · Duplicate and recurring invoices · Stripe and PayPal payment links · Automatic and manual payment tracking · Sent, paid, unpaid and overdue statuses · Payment history and balance tracking · Revenue and overdue balance overview · Client profiles, search and statements · Quick-add clients · Multi-business support · Shareable invoice links · No client login required · Payment reminders · Product catalogue and reusable items · Prices and tax rates · Quote support · Tax summaries and filing periods Designed to be simple by default, InvoiceSent keeps invoices, clients, payments, tax information and overdue balances organised without unnecessary complexity
    Starting Price: $10/month/user
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    Gen BAL

    Gen BAL

    SAG Infotech Pvt Ltd

    SAGInfotech's Gen Balance Sheet Software is the premier choice for any tax professionals and chartered accountants (CA) who need to maintain their P&L and balance sheet account statements. The software also makes cash flow statements in Excel format. It is a comprehensive financial document that prepares and simplifies the task for tax accounting professionals. It offers different kinds of features, including the calculation of accounts, and various user-friendly financial statements in a very easy-to-understandable format. Additionally, the software offers Import and export options, which makes it integrate with third-party popular applications such as Tally and Busy. This permits users to perfectly manage their financial data in a single place.
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    Starting Price: ₹6000 per year
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    Leftagraph

    Leftagraph

    Keraunos Enterprises LLC

    Leftagraph is a web app that charts a company's financial statements from its SEC filings. Search any US-listed company by name or ticker and plot lines from the income statement, balance sheet and cash flow statement on one chart, including revenue, net income, free cash flow, debt and net cash. The free version needs no account and covers annual figures for the last 10 years. A paid Pro plan adds quarterly figures, full history, key ratios, valuation measures, CSV export and a stock screener. The site has no ads and no third-party trackers. It covers companies that file US-GAAP financial statements with the SEC.
    Starting Price: $9.99/month/user
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    AgilLink

    AgilLink

    AgilLink

    Enable end-user approvals on any device and deliver customized financial statements with detailed drill-down and full audit capabilities. Reduce accounting errors with bill pay and recurring invoice generation. You can also import City National Bank credit card statements directly into AgilLink. Manage multi-entity general ledgers with a comprehensive workflow dashboard, consolidated financial period management, and single sign-on across accounting, bill pay, accounts receivable, document management and online banking systems. Leverage a high level of security and business controls with user-level, role-based permissions and audit trails backed by information security risk assessments and protocols.
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    Hiveage

    Hiveage

    Vesess

    Join over 65,000 business owners getting paid faster and loving invoicing with #1 rated Hiveage. Invoicing software that understands the importance of cash flow for small businesses. Hiveage makes financial management hassle-free for entrepreneurs. Serve your customers better by keeping them informed with timely quotations, invoices, payment receipts, account statements, time and expense reports, and more. Let your employees track and bill for their work, selectively grant access to clients and projects, and share financial information securely within your team. Hiveage is designed from the ground up to help the busy freelancer, small business owner or agency manage their finances with ease. There are no cumbersome accounting features here: just the right set of tools clearly laid out to make it easy to bill clients and keep track of your current and future revenue.
    Starting Price: $15 per month
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    Indraaj

    Indraaj

    Indraaj Pvt LTD

    Indraaj is a comprehensive cloud-based accounting and ERP software built to meet the financial and operational needs of businesses across the UAE. It enables organizations to manage invoicing, expenses, accounts payable and receivable, bank reconciliation, VAT and corporate tax compliance, payroll, inventory, and asset management from a single secure platform. Indraaj also supports budgeting, project costing, multi-currency transactions, and real-time financial reporting, including balance sheets, profit and loss statements, and consolidated reports. With role-based user access, automated workflows, audit trails, and anytime online access, the software helps startups, SMEs, and growing enterprises reduce manual effort, maintain compliance, and gain clear financial visibility to make confident, data-driven business decisions.
    Starting Price: $25/month
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    Hypha

    Hypha

    Hypha

    Hypha is an AI-native asset intelligence platform built for commercial real estate professionals, lenders, and asset managers to turn fragmented documents into structured, decision-ready intelligence. It extracts fields, tables, and entities from PDFs, spreadsheets, images, loan agreements, operating statements, appraisals, and other files, connecting every data point back to its source with citations and confidence scores. Financial Spreading automatically converts tax returns, financial statements, and operating reports into standardized, analysis-ready spreads. Covenant Monitoring tests loan covenants against the latest financials and flags at-risk loans early, while Portfolio Dashboards surface metrics such as DSCR, LTV, maturity dates, and other portfolio-level signals. Pre-built AI Skills execute multi-step workflows for covenant analysis, credit memos, rent roll analysis, budget comparisons, and other recurring tasks.
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    BizSight 365

    BizSight 365

    BizTechnologies

    Small business accounting software on Microsoft Azure to run your business! Create sales orders, invoice, create purchase orders, track expenses, manage your accounting, importing bank transactions, let customers pay with a credit card, job time tracking, and manage your accounting, even track prospects and sales follow ups, all within BizSight 365! Invoicing is a snap. Add detailed notes, price by customer and currency, customize & email invoices, track your tax, and generate customer statements. Create and copy quotes with detail notes. Convert quotes to sales orders to Invoice, track backorders and drop-ship purchase orders for sales orders. Record vendor bills, credit and cash expenses at financial or item level. Create and email Purchase Orders. Receive and update inventory. If maintaining and managing your inventory is important to your business, BizSight provides you with the tools for inventory control, physical count, and costing.
    Starting Price: $15 per month
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    CashWhiz

    CashWhiz

    CashWhiz Australia

    CashWhiz is a Windows‑based budgeting software developed in Australia that empowers organizations with robust financial planning and analysis tools. It features “What If” scenarios to model cash flow, asset and capital asset planning, balance sheet and income statement generation, forecasting, cash management, consolidation and roll‑up across multiple entities, general ledger integration, profit‑and‑loss reporting, project budgeting, run‑rate tracking, and version control functionalities. Designed to support multi‑company, multi‑department, and multi‑project environments, CashWhiz streamlines budgeting processes and enhances financial visibility for mid‑size businesses, enterprises, nonprofits, and government organizations.
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    Energy E3

    Energy E3

    ADD Systems

    ADD Energy E3®, our enterprise solution, and ADD Energy E360™, our new browser-based, customizable user interface, empower energy distributors with a comprehensive management system that integrates accounts receivable, credit, delivery, service and inventory into a customer relationship management tool. Get paid faster with up-to-the-minute billing options, including invoicing, statements and payment plans, (pre-buy, capped, budget and on-installment). Increase your efficiency even more by automatically processing credit card payments or by processing electronic funds transfers (EFT) directly from your customers’ financial institutions. Maintain a flawless database with detailed transaction histories for comprehensive reporting, including tax reports, transaction search reports, audit trail reports and more.
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    Intrinsic Alpha

    Intrinsic Alpha

    Intrinsic Alpha

    Intrinsic Alpha is web-based stock research and valuation software for independent investors and analysts. It brings company fundamentals, financial statements, historical growth trends, peer comparisons, stock reports and screening tools into one research workspace. Users can estimate intrinsic value with discounted cash flow models, adjust valuation assumptions and compare scenarios, then organize ideas with watchlists, price alerts and investment-journal notes. The platform also provides company analysis and financial-health information to help users examine a business alongside its market price. A free plan includes limited research and watchlist access; Premium and Unlimited subscriptions add higher or unlimited usage, additional valuation features and expanded watchlists.
    Starting Price: $10/month
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    SERIES 3 Accounts Receivable
    MBA’s SERIES 3 Accounts Receivable is a powerful cash and credit management system. It is designed to provide you with up-to-date information about one of your most important assets – your customers’ accounts receivable balances. You can easily produce invoices, credit memos, and debit or credit adjustments. Cash receipts and prepayments can be applied to specific invoices or to the oldest invoices first. Finance charges can be automatically calculated. User-defined aging periods can be set up for aging your customers’ balances. You can print Statements by billing cycle to ensure that your customers receive up-to-date information about their balances. Preliminary statements can also be printed or previewed prior to the actual production of statements. Collection letters that automatically list the amount past due can be printed for each customer.
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    ReceiptsAI

    ReceiptsAI

    PMC Technologies OÜ

    ReceiptsAI is AI-powered bookkeeping software for small businesses, freelancers, and accountants. It turns receipts, invoices, and bank statements into organized, export-ready financial records without manual data entry. Upload documents from any device or forward emails from your Gmail or Outlook inbox, and ReceiptsAI captures receipts automatically. Its AI extracts 50+ fields, including merchant, date, amount, tax, and line items, with 99%+ accuracy, then categorizes every transaction using your custom rules or one of 30+ industry-specific category templates. Built-in reports break down spending by month, merchant, category, and tax. Export clean CSV, Excel, or PDF files ready for your accountant at tax time. Multi-currency support, bulk uploads, duplicate detection, and full-text search are included, and privacy controls redact sensitive data before AI processing.
    Starting Price: $12/month
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    FinForecast

    FinForecast

    FinForecast

    FinForecast is financial forecasting software designed for CFOs, finance teams and accountants who need accurate, reliable financial projections. The platform helps businesses build fully linked Profit & Loss, Balance Sheet and Cash Flow forecasts without relying on complex spreadsheet models. Traditional Excel forecasting models often break as they grow, requiring manual adjustments to keep statements aligned. FinForecast replaces fragile spreadsheets with a structured forecasting engine that automatically updates financial statements when assumptions change. Users can quickly create forecasts by entering revenue, cost, headcount and funding assumptions, with the platform automatically generating integrated financial statements. Scenario planning allows finance teams to test different growth, funding and cost scenarios, while forecasts can be updated with actual results to maintain rolling forecasts. FinForecast is ideal for businesses planning growth and managing cash flow.
    Starting Price: $19.99/month
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    Collatio

    Collatio

    Scry AI

    Automated ingestion, extraction, harmonization and reconciliation of data and its lineage coming from various financial, legal and operating documents. Collatio® Financial Spreading is an automated financial spreading application which enables high accuracy data extraction, reconciliation and analysis of financial statements including Balance Sheets, P&L Statements, Cashflow Statements, etc. Collatio® Invoice reconciliation enables users with automated data extraction from invoices and its reconciliation with SoWs, Purchase Orders, MSAs, etc. Collatio® Enhanced Due Diligence is an AI-based data processing application that enables entity verification and real-time validation against global checklists using internal as well as external data sources.
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    ABSS Accounting
    Previously known as MYOB South Asia, ABSS Accounting avoids accounting jargon and is easy to use. Its award winning design guides you through the automation of your accounts, making it easy to track all your accounting data. Allows managing books easily by including contact log, reminders and 'To Do' lists, functional command centres (eg. Sales, Banking.), company file auditor, tracks and reports on jobs, flexible recurring transactions, and enhanced emailing options. Generates reports and exports reports to Excel, sends reports by email or fax, exports reports in PDF, HTML, CSV or text, statement of cash flow, or an itemised remittance devices & customer Invoice statements. Allows inventory management and lets you view inventory real time reporting, manage stock levels, track sales orders and back orders, and autobuilds inventory from other items in stock. Lastly, the software automates sales processing by customizing invoice & credit notes, creating quotes, and purchase orders.
    Starting Price: $469 per license
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    biosuite

    biosuite

    biosuite ApS

    biosuite is procurement and spend management software built for small and growing biotech companies. biosuite ApS offers the platform to teams whose external spend often starts with CRO agreements, CDMO contracts or consulting SOWs. It connects contract values, purchase orders, approvals and invoices into one view. Budget owners, R&D leads and finance teams see committed spend, invoiced spend and remaining value before the full picture appears in the accounting system. AI-assisted contract reading extracts vendor details, dates, currency and payment milestones, then deletes the uploaded file. Structured PO approvals, suggested invoice-to-PO matching and receipt confirmation add financial control. The Advanced plan includes 3-way matching and ERP-mapped export. Workspace data is EU-hosted and encrypted, with external pen testing by Aikido Security. A free Starter plan is available with no time limit.
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    Infor d/EPM
    Gain a complete, real-time view of your business performance with Infor Dynamic Enterprise Performance Management® (Infor d/EPM®). Combining intelligent business tools and financial planning capabilities in an EPM software solution, d/EPM enables you to report with confidence, measure past and current performance, and forecast future activities. Simplify the budgeting process with a planning solution that brings budgets and actuals together. Designed according to financial best practices, d/EPM provides a great user experience and is tightly integrated with ERP applications. Consolidate multiple sets of books quickly and seamlessly from each of your legal entities, process elimination entries, and generate a single set of financial statements. Utilize an integrated sales forecasting and planning tool that brings together finance and operational teams to create accurate sales forecasts that are tied to your budgets and plans.
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    Solvas Accounting

    Solvas Accounting

    Alter Domus Data Solutions Inc.

    Solvas Accounting is a specialized accounting platform built to manage the complexities of syndicated bank debt, direct lending, and other loan-based investments. It eliminates the inefficiencies and risks of manual Excel workflows by automating key accounting processes and ensuring data remains accurate, consistent, and easy to update when variables change. The platform generates a full suite of financial statements — including balance sheets, income statements, cash flow statements, and net asset statements — giving teams deeper insight into portfolio performance. Users can drill down from high-level summaries to individual journal entries for complete transparency. Solvas Accounting is highly flexible, allowing investment managers and fund administrators to customize transaction activity and align outputs with their preferred methodologies. With expert support available from implementation onward, organizations gain a reliable system designed to streamline loan accounting at scale.
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    Forevana

    Forevana

    Wicked System Studio

    Forevana is a free, offline Windows application for cash flow forecasting, financial planning, and valuation. It combines a 13-week cash forecast with what-if analysis, a five-year, three-statement plan with scenario modeling, and a live discounted cash flow (DCF) valuation. Finance teams, CFOs, and accountants can use the short-term forecast to review projected cash positions and compare assumptions, then develop longer-range projections across the three financial statements. The DCF feature supports valuation work alongside those forecasts and plans. By bringing these functions together in one Windows application, Forevana helps finance professionals prepare cash forecasts, explore planning scenarios, and assess business value offline.
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    Kiwili

    Kiwili

    Kiwili

    Use Kiwili to ensure the financial health of your small business. Manage your expenses and revenues, generate accounting reports, analyze your cash flow, your budget and much more! In a single piece of software, get all the accounting tools you need to stay on top of your finances, at any time. Getting paid for your services should be easy and user-friendly. With Kiwili, create professional invoices and estimates, collect online payments securely and manage your statements effortlessly. Designed specifically for the self-employed and small business, Kiwili’s 100% online billing and invoicing tool saves you time and money. Switch from prospect to satisfied customer with Kiwili CRM. Whether it’s to manage your customer database, carry out prospecting follow-ups or collaborate with your team, our CRM offers you all the tools to manage all your commercial activity. Managing your customer relationship has never been so efficient and simple.
    Starting Price: $9.95 per user per month
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    Continia Banking
    Continia Banking streamlines and secures payment and reconciliation processes directly within Microsoft Dynamics 365 Business Central by automating your entire payment workflow. It provides direct, secure communication with banks, sending payment and direct-debit files, importing statements, and receiving real-time status updates and exchange-rate adjustments, while built-in validation checks and enhanced CSV import templates prevent errors at every step. Reliable reconciliations leverage advanced search rules in the payment reconciliation journal or bank account reconciliation to achieve up to 95 % match rates. Flexible payment exports offer both quick flows for summarizing multiple lines and advanced flows for per-line control, with transaction ID-based reconciliation, payment suggestion templates, and IBAN-driven bank details autofill. Secure approval flows support single-line or batch approvals, amount-threshold rules, field restrictions, and mandatory bank account verification.
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    SuiteReport

    SuiteReport

    SuiteReport

    SuiteReport is an AI-powered financial reporting and FP&A platform built for NetSuite. It helps finance teams create management reports, financial statements, budgets, forecasts and board packs using live NetSuite data, without repeatedly exporting and rebuilding reports. Teams can work across SuiteReport's web platform and Excel add-in, with drill-down reporting, budget vs actual analysis, multi-entity reporting, dashboards and AI-assisted variance commentary. SuiteReport is designed for CFOs, finance directors, controllers and FP&A teams that want faster, more flexible reporting from NetSuite.
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    Smart Clerk

    Smart Clerk

    Smart Clerk

    Smart Clerk is an AI-powered tool designed to transform financial documents into bookkeeper-ready reports, streamlining financial management for small and medium-sized businesses. By processing bank and credit card statements, Smart Clerk automates data extraction, categorizes transactions, and generates comprehensive financial reports, eliminating the need for manual data entry. Users can upload statements directly to the platform, where the AI swiftly handles various formats from any financial institution. The tool offers customizable transaction categorization tailored to specific business needs, and for those uncertain about category selection, the AI provides recommendations based on business descriptions. Additionally, Smart Clerk enhances vendor management by automatically matching vendor names, even when abbreviated, allowing users to view balances, invoices, and transactions in a centralized location.
    Starting Price: $29 per month
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    Moneydance

    Moneydance

    Moneydance

    Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking. Moneydance handles multiple currencies and virtually any financial task with ease. Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions. This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.
    Starting Price: $53 one-time payment
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    Finrely

    Finrely

    Finrely

    Finrely is a SaaS financial reporting and FP&A platform for founders, finance teams, fractional CFOs, and accounting firms. It connects read-only to QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe to produce P&L, balance sheet, cash flow, dashboards, and board packs. Users can drill into source accounts and analytic dimensions, review data-quality scores, build budgets and driver-based forecasts, compare actuals with plans, and assess prior forecast accuracy. Pro and Advisor plans support multi-entity management consolidation, eliminations, multi-currency translation, scenarios, and co-branded exports. AI features summarize changes, risks, and opportunities and answer questions using connected financial data. Reports can be exported to PDF, XLSX, and CSV.
    Starting Price: $79/month
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    Kaaj

    Kaaj

    Kaaj

    Kaaj is an underwriting OS for SMB lending, built with AI agents that turn messy borrower packages into decision-ready credit analysis in minutes. It is designed for small business lenders that need to process applications, broker emails, documents, bank statements, invoices, financials, and business verification signals without forcing a rip-and-replace of their existing CRM or loan origination system. Teams can forward emails, accept applications through a Kaaj form, or pipe structured data through the API, and Kaaj reads the package, parses documents, verifies the business, analyzes financials, drafts credit memos, and sends results into the Kaaj portal or the lender’s system of record. Its Document Intelligence reads handwritten, typed, scanned, photographed, PDF, Word, image, spreadsheet, and statement files, returning clean, auditable structured data that underwriters can actually use.
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    Account-Ability

    Account-Ability

    Account-Ability

    Integrated Financial Planning Ensuring company liquidity is vital. Whether you are a small-medium or large organization your business can no longer operate without cash. Why Invest In A Dedicated Budgeting and Reporting Solution? Whatever your business size or nature you will need to produce financial planning and analysis for. Preparing accurate consolidated financial statements across a group of companies can be difficult. For many groups the financial consolidation process is traditionally done at year. Every company's financial plan, budget or forecast usually starts with the key question. Predicting the pipeline of sales is vital for producing any business plan and financial forecast. Even in the not for profit sector understanding and managing the key sources of revenue is vital to forming the financial plan.
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    FloorManager

    FloorManager

    Pacific Solutions

    FloorManager is engineered to integrate the sales, operations and accounting departments of a residential flooring dealer into a single solution. ​All aspects of the job cycle are integrated into FloorManager. Beginning with the bar-coded sample checkout, request measure module and integration with popular estimation software. When its time to build a proposal, FloorManager moves swiftly into job activities such as purchase orders, work orders, invoices and job component management. JobRunner holds a full general ledger offering progress billing, accounts payable, and enterprise-level financial reporting. Enterprise Financials offers you drill-down capability and the ability to format your financial statements. Comparative statements for multiple periods and export options make enterprise financials a must-have for any residential flooring dealer.
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    Crunch Accounting
    Take the pain out of accounting with Crunch, an online accounting software for freelancers, contractors, and small business owners. Crunch makes it easy for users to send invoices, record business expenses, and keep on top of finances anytime, anywhere. The software also integrates with leading banks for free and secure statement feeds. Crunch takes care of the figures so users can do what they do best: grow their business.
    Starting Price: $29.50
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    Outmin

    Outmin

    Outmin

    Outmin is an AI-powered bookkeeping platform designed to fully automate financial management by acting as a “zero-touch” digital bookkeeper that processes transactions, reconciles accounts, and delivers real-time financial insights without manual effort. It connects directly to bank accounts, suppliers, and business systems to automatically retrieve financial data, process invoices, categorize transactions, and maintain continuously reconciled books as activity happens. Its AI engine handles core accounting tasks such as data entry, invoice processing, and reconciliation, while also detecting anomalies like missing invoices or unexpected payments and flagging them for review. Outmin generates up-to-date financial reports, including cash flow, profit and loss statements, balance sheets, and trial balances, allowing users to access accurate, audit-ready data at any time without waiting for month-end closes.
    Starting Price: €49 per month
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    Suparse

    Suparse

    Suparse

    Extract data from any PDF document or image to Excel instantly and accurately. Suparse automates document data extraction for finance, logistics, operations teams and more. Start fast with pre-trained models for invoices, receipts, bank statements, bills of lading, and more, or create custom parsers in seconds with an AI-assisted schema generator. Verify results with a human-in-the-loop review, enforce validation rules, and export unified results to Excel, CSV, JSON, or via API. Collaborate in a secure, GDPR-compliant workspace with multilingual OCR and handwriting support. Our competitive pricing scales with you—from hundreds to millions of documents.
    Starting Price: $19/month/250 pages