Alternatives to Process Server's Toolbox
Compare Process Server's Toolbox alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Process Server's Toolbox in 2026. Compare features, ratings, user reviews, pricing, and more from Process Server's Toolbox competitors and alternatives in order to make an informed decision for your business.
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8am
8am
8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth. -
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InterProse ACE
InterProse
InterProse ACE is a modern, web-based debt recovery software solution built for collection agencies who specialize in consumer or commercial debt, including property management, healthcare, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Developed to be flexible and configurable with no one business case in mind, our feature-rich debt collection application helps users easily manage their accounts, set up custom payment plans, process billing, issue client invoicing and reports, manage legal judgments, report/analyze their data in custom templates, automate just about any manual process and do it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations. -
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8am MyCase
8am
8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.Starting Price: $39.00/month/user -
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Fulcrum
Spatial Networks
Fulcrum is a field inspection management platform that ensures safer workplaces, higher-quality results, and full compliance. With Fulcrum, organizations can streamline inspections in minutes, manage issues and tasks in one place, effortlessly document and meet regulations, and get consistent actionable insights and reports from teams in the field. Fulcrum - what can it do for you? - Create digital checklists and advanced inspection processes - Built-in, automated workflows - Receive real-time reports, performance dashboards, location-aware analytics - Distribute forms to mobile devices for data collection - Assign tasks and work orders to field staff - Fill out forms online or offline And much more! 30,000+ users across 100+ countries use Fulcrum to boost their operations, optimize how they leverage their data, and get the most out of inspections. Empower your team. Start your free trial now!Starting Price: $15 per month -
5
Process Organizer
Process Organizer
Streamline your work flow, manage your servers and improve customer relationships all within one concise system. Eliminate countless hours of paperwork and reduce mistakes to help you to run a more efficient process serving business. Ready to go on Day 1 with built in affidavits and reports. Process Organizer allows law firm clients to send process servers additional jobs, with service documents attached. Through the client portal, multiple processes can be viewed at once, including status reports and scanned-in documents. Process Organizer can also send automatic email notifications to notify clients that a process has been served and include attached signed affidavits. Process servers can complete all the details of their work orders right from their device using an entry screen that is designed for ease of use for someone on the go. Dropdown selection where appropriate makes for fast and consistent entry.Starting Price: $90 per month -
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ServeNow
ServeNow
ServeNow is a comprehensive directory of pre-screened local process-serving. ServeNow's platform allows users to search for process servers by county, city, or zip code, ensuring access to professionals in the required jurisdiction. professionals, dedicated to connecting individuals, law firms, and businesses with qualified process servers across the United States and internationally. All listed process servers undergo a screening process to verify their experience and qualifications, providing users with confidence in the services they hire. Beyond process serving, many professionals in the ServeNow network offer services such as court filing, document retrieval, skip tracing, notary public services, and legal courier services. ServeNow provides articles, newsletters, and a help center to educate and support both process servers and clients in the legal support industry.Starting Price: $20 per month -
7
Paper Tracker
Caffeine Code Inc.
Paper Tracker is one of the most advanced software for process servers to hit the market. Work Anywhere: Work from anywhere you have an internet connection, requires no special hardware to maintain or purchase, works with Windows, Mac, Linux with Chrome, IE and FireFox, great for companies with branch offices or remote workers. Track and generate invoices, returns or proofs of service/affidavits, field sheets and request for service, billing statements of all outstanding balances or create statements by case #, accounts receivable, accounts payable, and check register. Client Web Portal reduces phone calls to the office, checks real time status on jobs, print off returns, invoices and statements, and gives them access to any document you have marked visible to the client. Mobile - smart phone application provides server with routing directions for jobs assigned to them, record attempts and service information, and GPS Timestamps photos uploaded to associated job.Starting Price: $50 per month -
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ServeManager
ServeManager
Manage serves, notify clients, generate proofs, get paid online, plus lots more. Start a new job and enter the details. This data will populate throughout various stages of the job. Save attempts and service details, and choose which events to share with the client. The job and service details will appear on the template you select. Review or edit, then print and sign. Track your serves from start to finish. Enter data once, then save time as info populates throughout the life cycle of each serve. Send email notifications, or invite clients to a free account where they can enter serves, upload docs, and view status without calling you. Reduce the amount of time and effort it takes to get paid by allowing customers to pay you online right from the invoice. Add a layer of transparency by saving GPS to your serves. More clients are requesting GPS data, and it’s required by some courts.Starting Price: $29 per month -
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Court Runner
Court Runner
An easy-to-use, streamlined app for everyone. From professional legal firms with decades of collective experience to anyone looking to serve legal documents for the first time, we’re Court Runner. Court Runner is a user-friendly application designed to streamline legal document services across Canada, offering process serving, court filing, and skip tracing. Court Runner facilitates the delivery of legal documents to involved parties, ensuring timely and legally recognized service. Users receive notifications upon successful delivery, including time and date stamps, providing transparency throughout the process. The app manages the submission of necessary documents to courts, ensuring they are filed by a clerk and entered into the official record. Users are notified upon successful filing, with access to proof of submission stored within their accounts for future reference. -
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ABC Legal
ABC Legal Services
Regional fulfillment offices with local process servers and regulatory experts know due process policies for court-ready proof of service. With our mobile app, your process server provides photos and GPS-tracked evidence for every serve. Combined with industry-leading investigations, our ability to deliver is unmatched. Under an exclusive contract with the United States Department of Justice since 2003, ABC Legal performs service-related activities on behalf of the U.S. Central Authority for serving private individuals and companies within the United States. ABC Legal is your local and national ally for comprehensive service of process solutions tailored to your entire firm. Upgrade your Upload-and-Go account to Professional for enhanced efficiency, cost savings, and superior outcomes with a single trusted solution.Starting Price: $65 per party -
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Process Server Software
ServeManager
There are many aspects of process serving that a software must take into account. GPS Tracking, collaboration, custom affidavits, and just some of the features that modern process service software needs. Think about your work flow and what you need to get the job done. However, keep in mind that updating your workflow (and therefore cutting out a few steps) may be the sign of a modern software that will save you time. Process servers deal with sensitive legal information as well as payment methods. It is crucial that the software remains secure to keep this information out of dangerous hands. Be sure that your process server software has bank-level security. Server-side encryption and private URLs are a necessity for any process service software. Additionally, make sure that not only is your software secure, but provides regular backups of your data so nothing will be lost. "Availability" has many meanings when it comes to process server software. -
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Proof
Proof
Enjoy a hands-off experience with a service operations manager who will keep track of all attempts made, solve any issues, and keep you updated every step of the way. Experience faster serve management, reliable servers, and a transparent, trackable process. We know how tedious and time-sensitive process serving can be. Proof opens you up to a national network of vetted servers and tracks everything online to make your life easier. With Proof, the heavy lifting is all automated—you give us the information you have, and we fill in the rest. Gather data on your serves in easy-to-read formats ready to be filed, exported, and shared on the go.Starting Price: $50 one-time payment -
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Rapid Legal
Rapid Legal
Electronically file, serve, and deliver court documents with Rapid Legal. We’re an approved electronic filing service provider with superior courts in multiple state jurisdictions. Our people and platform work together to maximize eFiling court acceptance and deliver court-stamped documents and proofs of service fast, and reliably. Manage orders, cases, statuses, and invoices for your litigation support services in a single, secure online account with Rapid Legal. Rapid Legal Concierge Service is the solution for you. Simply submit your documents to us and our eFiling experts will place your order. Submit your eFiling and eService anytime, anywhere, using our secure, simple web-based portal. Plus, manage orders, cases, statuses, and invoices all in one place.Starting Price: $13 -
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VCM (Virtual Case Management)
Virtual Case Management
Allow staff, vendors and clients to collaborate over cases securely. Communicate by log, email and instant messaging and control what can be viewed and accessed. VCM brings your business tasks into one central location. We automate your processes saving you time, and we focus on “billing as you work” to generate larger profits. Virtual Case Management® is a complete online case management solution; with contact, case and document management, to include accounting, template reports and email/IM integration built throughout the case. VCM works on the concept of a user’s processes which need to be conducted throughout a day, and we integrate those processes and automate them into a one-step solutions. We stop the multi-clicks and multi pages often associated with online systems . . . case data is stored within ONE PAGE. VCM saves you approximately 30 minutes per day (10 hours per month). We accomplish this through automation with a focus on “billing as you work”.Starting Price: $24.99 per month -
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LegalConnect
LegalConnect
Legal support service providers need to maintain and grow their business in the face of challenges from increasing court filing regulations, stiff competition, technological advances, and more. LegalConnect gives you the software and services you need to succeed now and in the future. LegalConnect offers all you need to run your company from sign-up to invoice, with powerful features to manage customers, orders, documents, vendors, accounting, and reporting. Plus, get access to filing services and a nationwide network of fulfillment partners to better compete, stay relevant,t and extend your business reach. Designed for maximum ease of use and speed, LegalConnect helps your employees get their work done quickly and efficiently. Better service means happier customers and more business for you. -
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One Legal
One Legal
File documents in any California Superior Court or select Nevada courts without leaving your desk. Easily create orders by uploading your documents. Receive status updates and court-returned documents online. We handle all the logistics of getting your documents filed. Arrange the service of summons, subpoenas, and other documents in minutes. Order online and we’ll get the right professional, as required by law, right on it. Receive status notifications and proof of service online. Available across the entire United States. Add to your eFiling order or request separately by uploading your documents and we’ll print and deliver your filing within a day.Starting Price: $16.95 per e-Filing -
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IRBsearch
IRBsearch
IRBsearch gives you access to more than forty individual searches and reports to find the information you need. All search and report results are saved for seven days and are exportable as a PDF, Word Document, or Excel Spreadsheet. IRBsearch gives you access to more than forty individual searches to find the information you need. Coverage for our information stretches across fifty states and all US territories. Get all your information in an easy-to-read report. With our data collection tools, three comprehensive reports make up a 360-degree background profile. The Watchdog Service monitors searches for you 24/7, detects any updates, and alerts you via email if your subject is arrested, incarcerated, or has a new phone number or address. Locate vehicles nationwide using license plate recognition data! Vehicle Sightings gives you instant access to current and historical locations of vehicles across the United States. -
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Collaborati
Mitratech
Collaborati is a global legal e-billing software solution used by over 14,000 law firms and vendors in 160 countries. It enables the submission of electronic invoices, communication of timekeeper information and rates, capture of negotiations, and collaboration on budgets with more than 750 corporate legal departments utilizing Mitratech’s legal management solutions. By streamlining invoice processing and payment, Collaborati enhances client relationships by reducing invoice disputes and overall write-offs. Automated status update notifications eliminate unnecessary inquiries to corporate clients, and users can electronically supply the basic profile and rates for the firm's timekeepers. The platform facilitates collaboration on budgets for complex matters, allowing agreements with corporate clients prior to deploying valuable timekeepers. It accelerates the payment process over emailed or paper invoices by automatically submitting any invoice format and attaching documentation. -
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Apxium Collect
Apxium
Fully automated debtor management and client engagements Apxium Collect saves your firm valuable admin hours by managing the entire debtor process including all client communications, electronic payments, reconciliation, reporting and more. Apxium Collect allows your practice to significantly reduce administrative costs by completely automating the debtor management process. Fully automated debtor management and client engagements. Apxium Collect saves your firm valuable admin hours by managing the entire debtor process including all client communications, electronic payments, reconciliation, reporting and more. Simple Integration. Apxium Collect fully integrates with multiple cloud & server based accounting systems. Packed with features to significantly reduce admin time. Apxium Collect will save your firm countless hours spent chasing unpaid invoices, taking manual payments, reconciling the accounts, and generating reports. From the point where an invoice is approved -
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WakiliCMS
Enfinite Solutions
WakiliCMS is an all-in-one law firm management software designed for mid and large law firms. It offers all you need to run a law firm from client registration to billing and payments, with powerful tools to manage clients, files, requisitions, documents, invoices, calendars, financial management and reporting, and Human Resource management. No QuickBooks required. WakiliCMS is an all-in-one, comprehensive, easy-to-use legal management software for the modern law firm. WakiliCMS offers all you need to run a law firm from client registration to billing and payments, with powerful tools to manage clients, files, requisitions, documents, invoices, calendars, time sheets, reporting, accounting, and Human Resource management. -
21
GScan
GRADIENT ECM
A simple, yet powerful and feature-rich scanning application that scales up from just a few documents to high-volume document batches. It allows you to scan and process both physical paper and digital electronic documents. GScan supports your document input lifecycle through scanning, 1D & 2D barcode recognition, automatic document separation and classification, full-text OCR, form recognition, indexing, verification of recognized data, and much more. Process print and digital documents from scanners, MFDs, network and cloud storages, SharePoint, DMS, email and even smartphones and store full-text searchable PDFs in your electronic archive. GScan automatically recognizes invoices imported from the file system, email or scanner and verifies data against ERP sources such as a list of vendors or purchase orders and exports PDFs to your DMS system. -
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LegalXGen
LegalXgen Software Solutions
Are you’re struggling with the issues like Collaboration, Processes, Productivity and Growth at your Law Firm? You’re at the right place! LegalXGen is #1 in Legal Technology Solutions. Multiple apps to ‘Streamline & Automate’ your Law Firm are brought in single sign-on. Apps like Client, Matter, Timesheet & Billing, Invoicing, Document Management, Task Management, Vendor Invoices, HRM and many more are readily available to make your life easy. Clients are key to any business. Capture their information nicely and ensure you're serving them best with variety of billing options. Time entry is made so easy that it does not take any time to record your efforts. You always know what's billed and what's not. Create invoices in the clicks and become a People Dependent to Process Dependent firm. Ensure invoices are paid on time and everything unbilled. Organize your documents in the matter centric way and available anytime anywhere. Use Office Add-Ins and Sync to remain updated always. -
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InLattice
Apara
InLattice is a web-based service for companies to exchange and manage documents like invoices, purchase orders and payment information with customers and vendors. InLattice helps to eliminate paper, fax, email based documents and streamline the business processes. InLattice was developed and hosted by Infonics, Inc., a Chicago based information technology company. Since 2006, we have been helping all types of businesses including professional firms, distributors, service firms, restaurants, property managers and book keepers to send and receive documents communicate with their customers and vendors.Check out the various Client Scenarios supported by InLattice. Setup automatic late payment email notification and optionally, generate late payment invoice. Supports Authorize.net, BluePay, PayPal Pro, PayPal Express Checkout, Braintree, Stripe Payment Gateway, to get paid with any credit cards.Starting Price: $25 per month -
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Spindle Document Distribution
Draycir
Send batch invoices or other documents by email, print, fax or to archive depending on customer preference. Automatically apply a branded template to enhance your corporate identity and add promotional messages. Advertising messages can be tailored specifically to customer groups within your accounting system. Attach and send any document type, such as invoices, statements, or remittance advices to any contact type, internally or externally. Password protect sensitive information and digitally sign PDF documents using digital certificates (using advanced Adobe CDS Digital ID). Include additional documents with your electronic correspondence such as related invoices with statements, delivery instructions, terms and conditions of purchase, promotional offers, newsletters etc. -
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GoGSTBill
GoGSTBill
Our all documents are beautifully designed & compliant with GST rules and regulations. With GoGSTBill you can easily create unlimited products & manage all stock with one click. Create GST compliant Quotation & Proforma Invoice with our extremely easy interface. Create credit & debit notes against any invoice With accurate templates and professional design. Record & track payments for invoices created in the system & take print out with one click.Easily create an account for your staff with limited permission you want to offer. Print your invoice on different paper size as per your need full page or half page. Ready to use invoice template just select invoice design that you like & it's ready to print. Send you invoice, quotation or any other document on email with just few clicks. You can easily export your data like customer, product & invoice to excel sheet with one click. Multi-currency option allows you to create an invoice in any currency to serve overseas clients. -
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Link4
Link4
Every business receives invoices. Link4 automates the process and makes it simple for small businesses. Use your current cloud accounting system to send and receive invoices in real time - without the need for email, scanning, or PDFs. This makes the process more efficient, less errors, no need for physical document storage and can increase cash flow. Try it for free. Nothing to download or install, this is a simple cloud service. Link4 also service Enterprise and Government clients in several countries - with more being added regularly. Today, invoices attached to emails are being intercepted and changed by malicious players. These e-invoicing scams are rapidly increasing. We must recognise that emails are not secure. e-invoicing protects users from Payment Redirection Scams.Starting Price: $0 -
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Picture Perfect Pricing
HVAC Business Solutions
Customers are the lifeblood of your business. You need to know everything about them – what you have done in the past, what they need, what they want and what you have promised to do. It’s so important that you have an HVAC customer management software to make it easier to serve your customers. Doing so not only helps you provide better customer service but it helps you manage your technicians, invoicing, and customer payments. An HVAC CRM Software from P3 ensures you know everything that happens in your business. It makes you look more professional and it helps your field service technicians provide the highest level of customer service possible. Easily send text and email updates to customers to remind them of overdue invoices, upcoming appointments, changes in scheduling, and more. This allows your technicians and staff to easily see where each customer is in the overall process of scheduling a call to receiving payment. -
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PicSpotr
PicSpotr
It's hard to manage all your clients and their needs, especially if you're a professional photographer. You need a CRM that is simple enough for you to use on the go but powerful enough to keep track of everything going on with your business. Our platform is not only designed with photographers in mind, it's designed by photographers who want you to focus on being creative and growing the business. PicSpotr provides all of the tools necessary for you to successfully manage the backend of your photography business. Protect your business with contracts, bill your clients with invoices, gather information with questionnaires and more. Save time by automating the routine tasks required to run your business. Automatically create and send e-mails, contracts, invoices, questionnaires, etc.Starting Price: $4.99 per month -
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SimpleInvoice
Individual Software
Simple Invoice provides everything you need to prepare professional invoices & estimates. Customize invoices, estimates & statements with important details. Generate reports to track customer payments and sales revenue. Easily create recurring invoices to streamline your business and save time. Export invoices and reports to PDF to e-mail your clients. It’s that easy! The flexible design allows you to create other documents to support your business needs. You’ll have support for products, tax rates, database backups, and payment tracking. Easily create custom invoices, quotes, estimates, receipts, statements and reports. You can track payments of individual invoices and monitor how much each customer owes you to manage your business for success. Track payments of individual invoices and monitor how much each customer owes you. Support for products, tax rates, database backups, integrated database upgrades for smooth transition of versions.Starting Price: $9.99 one-time payment -
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Rokdi
Dunes Factory
Inventory tracking tools include low stock reminder, item classification, and stock adjustment. Manage your business with 10+ reports such as GST reports, stock reports, and party ledger reports. Keep track of all company transactions, such as sales, purchases, quotes, and returns. Wow, your clients with professional-looking invoices that take only seconds to create. The best part is that you’ll get paid faster, too. You’ll always invoice for exactly what you’re worth when you track time using Rokdi. You and your team can log your hours and then automatically put them onto an invoice. Reports in Rokdi are simple enough for you to understand but powerful enough for your accountant to love. It’s a win-win. Know the exact state of your products in real-time. Eliminates the need for stock control. With our billing software, you can not only issue GST-compliant invoices or produce financial reports, but also do all types of tax calculations to easily file GST returns.Starting Price: $153.62 per month -
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FinKoper
Alfa Solution spol. s.r.o.
FinKoper is a CRM for Accounting firms. Features: Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers. Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge. Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window. Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees. Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.Starting Price: €5/month -
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Redi2 Revenue Manager
Redi2 Technologies
A powerful rules engine that supports the most custom billing scenarios your firm negotiates with your demanding clients – all at the fingertips of billing operators and finance professionals, with secure access and controls. Let us help you unlock your potential for negotiating competitive and unique investment management agreements. An integrated invoicing solution for producing one of your firm’s most important client-facing documents. Clear and accurate invoices drive cash collection efficiencies and customer satisfaction. Give your marketing team unlimited possibilities for professionally designing your invoices – you’ll never have to fret about another lackluster fee statement going out the door. Upgrade your revenue management and collection operations to a global platform that calculates fees and journal entries in any foreign currency. -
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PowerPRA
Powerwolf Software Solutions
PowerPRA is a Windows software application for managing clients, cases, administrative procedures and related documents. It supports customer and contact records, case creation and classification, document attachments, protocols, deadlines, appointments, payments, costs, notes and activity history. Users can search and filter records, generate reports, import or export data and manage recurring administrative tasks. PowerPRA also includes user roles, access permissions, activity logs, encrypted passwords and backup tools. Multiple computers can share the same database over a local network, with an optional remote MySQL database. The software is suitable for professional offices, service organizations, associations, legal practices, CAF and patronage offices. A free demo is available, with annual or perpetual licensing options.Starting Price: €50 / year -
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FM3
Sigma Freight Systems
We can tailor FM3 to your specific requirements. It's this flexibility that allows us to deliver the software you need to help your business grow. FM3 comes ready to go with fully integrated, multi-currency, system-wide invoicing, job costing and accruals. FM3 comes complete with dozens of standard reports and documents, with the power to change or create your own, right from within the software. Intuitive on-screen data entry forms allow you to easily create your jobs for Air, Sea, Road or Courier whether import, export, or cross trade. A comprehensive suite of reports and industry documents can be generated from FM3 and external files/documents such as associated emails and spreadsheets can be attached. This means you can manage all your shipments, standalone or consolidated, from collection to delivery, entirely within FM3. Naturally FM3 has full invoicing capabilities from within the system and can generate printed or electronic invoices to your clients. -
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Prima.Law
Brevort River Studios
Start taking electronic payments now and simplify your recordkeeping. Automate payment plans, and instantly send invoices for clients to pay online! Signing up is easy, and there is no monthly fee. Send Text Messages with Images directly to your client from Prima.Law. Never give out your personal number again! Get Paid with PrimaPay! Send invoices for clients to pay online, take payments in the office or set up autopay on a payment plan. No monthly fee! Prima.Law now includes a calendar for tracking deadlines, reminders and appointments. Role-based permissions. You can now limit who has access to the billing information in your cases. Chrome Extension, immigration attorneys can interact with government agency websites to retrieve useful client data. Sharpen your firm’s operations with the ability to invoice, collect, and manage payments all from within the Prima.Law platform. -
36
Financial Cents
Financial Cents
An easy-to-use accounting practice management solution that has everything you need to manage your team, scale your firm and hit your deadlines. Delegate tasks & see your teams’ work at a birds eye view. Budget hours, run reports & invoice clients. Store all your client information in one place for your team. Automate client data collection with auto follow-ups. Securely store your passwords in one place for your team. Integrate with QuickBooks to easily sync your data and clients. Attach and exchange documents with your team & clients. Increase firm profitability by identifying unprofitable clients. Use our best practice workflow templates (or create your own) to streamline your process and maintain work quality as your team grows. -
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LexLogik
LexLogik
LexLogik converts unstructured client materials into searchable, court-ready PDFs. It processes smartphone photos, scans, and email attachments through dual OCR engines that flag low-confidence text for validation via The Lens feature. Email automation forwards client attachments to a dedicated LexLogik address for automatic processing. The software compiles case files from multiple sources, compresses document bundles to meet court filing size limits, and maintains full text searchability throughout. Image optimization corrects skewed photos and poor scans automatically. LexLogik runs on German servers in ISO 27001-certified data centers, supports GDPR compliance, and applies a zero-retention policy - all attachments are deleted immediately after processing.Starting Price: 59€/month -
38
SQL Account
SQL Account
Our system's wide range of functions includes data collection and analysis, accurate reporting formats, inventory maintenance, and SST processing. When you choose SQL Accounting software, you will also receive an abundance of online resources to support your journey in using this system. Regardless if it’s an on-premise or cloud accounting software, SQL Account is the best. If that's not enough, we conduct unlimited hands-on free accounting software training in our HQ. Step it up by using Whatsapp to send your business documents! SQL Account is the first accounting software integrated with Whatsapp feature, now you can send quotation, invoice, statement of account and many more documents to your clients via Whatsapp with a few simple clicks. SQL Account is the best accounting software can cater from small business to large organisation. SQL Account has user defined fields that can be easily altered and customized. -
39
FIN Global Portfolio System
Financial Information Network
Over the years, Financial Information Network has worked with investment firms of all sizes. Through collaboration with the investment community, the company has built a wide range of features to provide clients with the necessary tools to streamline their business. Furthermore, the Global Portfolio System is a customizable and flexible solution that meets the needs of every investment manager. Financial Information Network take pride in creating a functional environment around your firm, not the other way around. The Global Portfolio System is a feature-rich total technology solution for investment firms providing real-time automated trading, straight-through processing, GIPS-compliant performance, and much more. Customizable tools harness the infinite possibilities of the Internet for reporting to clients. Flexible enough to meet the needs of every investment manager, the Global Portfolio Management System employs cutting-edge technology. -
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myGSTcafe
myGSTcafe
The design is easy to understand regardless of user experience on GST. Save time by uploading Clients data via excel templates. Error-free automation to facilitate GST return filing. Only software in Market that focus 100% on CA’s, Advocates and Tax Professionals view points. One-click reconciliation of Client’s Purchase invoice with Dealer’s Sales Invoice and facilitates generation of meaningful reports. Built-in capabilities for end-to-end data validations. Generate bulk and authentic E-Invoices. Most importantly, its fast! Be any document - Invoices, Debit/Credit notes, our powerful auto-validation engines will ensure its accuracy! A time saver software designed to print e-invoice along with QR Code and IRN. Flexible enough to generate, cancel, print and extend accurate bills at the push of a single button.Starting Price: $101.15 per year -
41
OCR Solutions
OCR Solutions
OCR Solutions is a document automation and identity verification platform founded in 2004. The software captures and processes data from government-issued IDs, passports, driver's licenses, medical claim forms, invoices, insurance cards, and barcodes with 99% accuracy in under two seconds. Core products include CaptureMax for ID scanning and document capture, idMax for reading 2,400+ ID types from 200+ countries, FaceMax for facial recognition and identity matching, and InvoiceMax for AP automation. The platform serves healthcare, banking, hospitality, retail, automotive, airport security, and government industries. It integrates with existing systems via REST API and deploys on Windows, Linux, iOS, Android, and cloud environments including Citrix and Azure. HIPAA certified, SOC certified, and AAMVA compliant. Trusted by 500+ clients processing 5 million documents per month. -
42
ChronoScan
Digital File
Virtually improve every data capture need you have with the multitude of features that comprise ChronoScan. Built on a server-client infrastructure ChronoScan Enterprise can be used to process a very wide range of different documents and partially or fully automate your workflow. The windows service architecture gives the flexibility and the power to the system administrator. The thin client interface can be accessed from any web browser and from anywhere, anytime. It gives the user all the power of ChronoScan without the need for extra software installation. Select the desired notifications and email lists for each Job and keep everyone notified. ChronoScan Enterprise includes a scanner plugin that will allow any client machine to scan directly into the program using a local scanner. Helps you with data Entry with OCR & Assisted auto fields. Extract text from PDF Files and convert to indexed data. Upload documents to the Cloud.Starting Price: €245 one-time payment -
43
Legal Sale Pro
Legal Soft
Law practice management software and the only one that allows you to sell your services online. LegalSale Pro offers everything you need to run your practice. From intake to invoicing, we have built industry-leading tools to manage your cases, accounting, documents, tasks, compliance, and more. We help you organize your entire firm. With your client's matters, scheduling, tasks, and accounting in one place you will work more efficiently. Securely share with your client documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders. Securely share with your client documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders. Work from your computer, laptop, tablet or smartphone - even the public library if you need to, securely.Starting Price: $25 per month -
44
Copilot Gestoria
Copilot Gestoria
Copilot Gestoria is an AI-powered SaaS platform designed specifically for Spanish accounting and tax advisory firms (gestorías). It automates 85% of repetitive tasks using a multi-agent system powered by Claude and Gemini AI models. Key features: - Document Agent: OCR processing of invoices with Azure Document Intelligence + VeriFactu compliance (Orden HAC/1177/2024) - Tax Agent: Automatic generation of tax models 100, 111, 130, 190, 303 and 390 for AEAT submission - Compliance Agent: Real-time validation of fiscal documents before AEAT submission, GDPR compliance checks - Reconciliation Agent: Bank statement matching, overdue tracking, 90-day cash flow prediction - Client Agent: 24/7 AI chat for end clients with hybrid semantic search over 100+ FAQs - Labor Agent: Payroll and employment contract managementStarting Price: €9/month -
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SBMsys
SBMsys
SBMsys is an all-in-one cloud business management platform designed for small and medium-sized businesses. It combines CRM, accounting, invoicing, quotations, payments, expenses, inventory and warehouse management, purchasing, supplier management, projects, service requests, customer management, document management, and business reporting in one secure system. Businesses can manage leads and customers, create quotations and invoices, record payments and expenses, track stock across warehouses, manage purchase orders and suppliers, assign service requests and tasks, and monitor performance through real-time dashboards and financial reports. SBMsys supports Arabic and English, multiple currencies, role-based permissions, customizable workflows, secure cloud access, and AI-powered business tools. It is suitable for service companies, contractors, retailers, trading businesses, accounting firms, professional services, and other growing organizations.Starting Price: $12/month -
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Online invoices
Online invoices
OnlineInvoices Software makes it easy to manage sales, create invoices, receive and keep track of payments, do your business accounting and calculate taxes, use comprehensive real-time reporting feature to accurately measure business progress. With the Online Invoices simple (and advanced) tools you can view business activity to any level, for easy follow up at any stage of any client, invoice, payment or staff. The Online Invoices innovative system enables you to invoice clients fast - receive and track payments online. Use built-in powerful features to manage recurring invoices and payments. Combine this with easy transitions from estimates and quotes to active invoices and you will discover how it will help you to develop your business. Create a profile for Each Client and add related notes or attach files to it (with the ability to share with the client).Starting Price: $9.95/month -
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Rock Paper Coin
Rock Paper Coin
Rock Paper Coin is a client management platform built to streamline proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business entrepreneurs. It lets users create professional, branded proposals quickly using templates or custom designs, send them with real-time engagement notifications, and integrate inquiry forms on their websites for easy lead capture and management. It supports digital contracts with e-signatures, flexible digital invoicing with installment options and automatic reminders, and secure payment processing powered by Stripe with bank-level security, fast deposits, and flexible fee handling. Users can embed branded lead forms, view and organize submissions, and convert leads to clients within the system. Rock Paper Coin offers custom branding on proposals, contracts, invoices, and emails, Google Drive integration for document access, and full desktop and mobile functionality.Starting Price: Free -
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BTCPay
BTCPay Server
BTCPay Server is a self-hosted, open-source cryptocurrency payment processor. It's secure, private, censorship-resistant and free. Launch a server in a cloud, your own hardware device or use an existing host. Connect your e-commerce store or use one of many apps to get paid. Funds arrive directly to your connected wallet. Features you use the most are baked right into every instance so you can hit the ground running. Create a Point-of-Sale app for your store, easily embed a tipping button on your website, send a payment link to a client across the globe, or launch a crowdfunding campaign to raise funds for your cause. Generate and manage invoices with ease. Get notified when they get paid. Export your invoices in different format for smoother bookkeeping. Manage your incoming and outgoing funds with a built-in wallet that has hardware wallet support. Use a shared server if you're not tech savvy, or deploy your own instance on cloud servers or hardware devices. -
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Invoice Maker
Invoice Maker
Invoice Maker allows you to simplify the process of sending invoices and receiving payments. It can also help you keep track of any outstanding payments and look professional in the eyes of your clients. Give it a try and see how much easier your financial management can be. Create and send invoices in a wink. Choose the most convenient way to send your invoices and estimates (email, messengers, etc.) Keep track of the received payments. Save all your clients in one place. Download reports on the paid invoices. The app reminds clients of their outstanding invoices by email automatically. Get paid with no processing fees by passing it on to your clients. You can add your logo, name, and contact details to be saved as default and included on each invoice. We support over 150 currencies, and you can change it with just one tap. Currently, our app is designed primarily for individual use.Starting Price: $9.99 per month -
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Finosoft
Finosoft
Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most. We provides a multi-layer lead management system, including high performance segmentation and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Finosoft puts the power of technology to work for our clients. With the best in business intelligence for brokers, we offer increased efficiency and streamlined processes that really matter.
