Alternatives to Series
Compare Series alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Series in 2024. Compare features, ratings, user reviews, pricing, and more from Series competitors and alternatives in order to make an informed decision for your business.
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Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
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Multiview ERP
Multiview ERP
Discover Multiview ERP: The Financial Management Revolution Welcome to the future of financial management with Multiview ERP. For over 30 years, we've been redefining ERP solutions for organizations from startups to Fortune 500 companies across 40+ industries. Our goal? To transform your financial processes with unparalleled ease and efficiency. Why Choose Multiview ERP? Elevate your financial management with Multiview ERP, the definitive solution for ending month-end woes and enhancing operational efficiency. Our platform transforms the financial close process with automation, saving you time and reducing complexities. Plus, with Multiview, you receive premium, personalized support directly from industry experts, ensuring you have the tools and guidance for success at every step. Choose Multiview ERP - where innovation meets unparalleled support, propelling your organization towards strategic success. -
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LionO360 ERP
LionO360
LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands. -
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Square 9
Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing. -
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Allvue
Allvue Systems
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes. -
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AccountsIQ
AccountsIQ
AccountsIQ cloud accounting software simplifies the capture, process and reporting of financial data across multiple locations. Put simply we transform finance functions by enabling CFOs, Finance Directors and Financial Controllers to: - Get a holistic view of their organisation and subsidiaries - Access real-time, powerful reports and KPIs - Get superb analytics through our multi-level coding capability - Automate consolidation - Work more effectively and flexibly with our collaboration tools and apps - Gain efficiencies through integration of key business systems. Our financial management software was awarded Mid-Market and Enterprise Accounting Software of the Year 2019 and 2018 and we were a finalist in 2020.Starting Price: £199 -
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Tradogram
Tradogram
Tradogram is an all-in-one procurement management software. Used worldwide by businesses to track their spending and manage their entire purchasing process. Trusted by procurement and finance teams for real-time visibility into data and streamlining workflows to provide insight into spending, users have reported 3X better efficiency and an average of 20% cost savings! What are you waiting for? Get your free account today and access tools like Supplier Management, Items Catalog, Approvals Workflow, Requisitions, RFQs, Purchase Orders, Delivery Tracking, Invoices Matching, Expense Reimbursement, Contract Repository, and many more... Seamlessly integrate Tradogram with your favorite accounting and ERP systems like Quickbooks, Xero, Netsuite, SAP, Microsoft Dynamics, Oracle, etc.Starting Price: $168/month -
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ZenTreasury Lease Accounting
ZenTreasury
ZenTreasury is a treasury management system (TMS) platform with finance and treasury related modules that allows businesses to manage their treasury operations. Sign up for a 14-day free trial. No credit card required, no software to install. Modules Workflows, Cash Forecasting, Cash Management,Foreign Exchange, Trade Finance, Loans & Money Mark,Property and Equities. CHOOSE A PLAN THAT'S RIGHT FOR YOUR BUSINESS: Private Cloud - All data stored on your own private cloud. Small SaaS - €399/month Medium SaaS - €799/month Large SaaS - €2900/monthStarting Price: €399/month -
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Zigaflow
Zigaflow
Zigaflow is an advanced business management platform engineered for SMBs and enterprises, aiming to revolutionize operations across sales, operations, finance, and customer service with its comprehensive suite. It enhances operational efficiency through deeply customizable workflows, real-time inventory , CRM systems, and vendor management. Notably, Zigaflow excels in its seamless integrations with essential tools like Xero, QuickBooks & email facilitating a cohesive workflow and data synchronization across platforms. This software simplifies complex processes, provides actionable insights via real-time data analytics, and aids in strategic decision-making. Designed for businesses in search of a powerful, yet easy to use and set up solution to streamline their operations, Zigaflow minimizes manual errors, optimizes task management, and empowers teams to concentrate on driving growth. -
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QBILLY
QBILLY
Our cloud-based AP software automates invoice processing and enhances your existing accounts payable financial software to create a seamless platform that allows your accounts payable department personnel to work from anywhere, remotely or in the office, without purchasing expensive accounting software. QBILLY provides a secure, simple, and cloud-based AP add-on solution for receiving, tracking, routing, approving, archiving, and paying vendor invoices while integrating with most accounting software systems. Our software provides you with wizards to easily configure the system to work the way you want it to work. Also, our software allows you to connect your financial stakeholders to AP information with a cost effective and flexible solution that is accessible from anywhere and from any device. This software will eliminate manual processes to reduce the number of accounting errors and allowing you to become more productive, reduce costs, and go paperless.Starting Price: $14.99 per month -
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Coupa
Coupa Software
Coupa’s cloud-native suite of Business Spend Management applications lets customers gain visibility and control over their spend and supply chains. Customers get an end-to-end process that helps drive collaboration across procurement, finance, treasury, compliance, and supply chain leaders to help their companies spend smarter, mitigate risk, deliver on ESG commitments, and improve resilience. A unified platform approach provides usability and flexibility, freeing up IT from customizations and complex integrations to help leaders deliver on these goals. -
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Jack Henry Business Banking
Jack Henry & Associates
Scale and customize comprehensive business banking tools to fit the unique needs of your business accountholders. Solutions and services specifically designed to help you attract, service, and retain diverse commercial accounts as they grow their business. As businesses grow, their financial needs change. Give accountholders what they need to effectively manage their finances by offering the right solutions at the right time. With modern commercial services, your bank or credit union can compete against financial institutions of all sizes – and win! Deliver a consistent experience and personal service through a unified digital platform. With functionality that scales as the business grows, businesses can enjoy embedded digital invoicing, payment acceptance, payroll integration, and more. -
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MX.3
Murex
Financial services firms continuously accelerate to achieve technology and financial product innovation. As they do so, the challenges of an evolving regulatory agenda, cyber threats, computation quantity and complexity, financial transaction volumes and digitalization also accelerate and change. Keeping pace with this change is essential. Murex’s award-winning cross-asset integrating platform, MX.3, delivers market standards out-of-the-box. It also offers customization and applications development. The platform is the most cost-efficient way to continuously transform IT landscapes in financial services with accuracy. It breaks silos between front, finance, risk and operations, and facilitates collaboration. It brings clients closer to their own customers, leveraging a solid data and analytics back end to support their digital journey. The Murex continuous delivery approach is the safest and quickest way to channel innovation at scale and maximize business outcomes. -
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FINSYNC
FINSYNC
FINSYNC’s mission is to help small to midsize businesses grow and succeed with innovative software and unmatched service. Our payments platform helps businesses centralize control of payments, and our complete solution for payments, invoicing, bill pay, payroll, accounting, financing, cash flow management and services helps businesses grow in new and empowering ways. We deliver unmatched service through a virtual community of specialists who share our commitment to helping entrepreneurs succeed. Get matched with a financial professional that’s best positioned to help you grow for unrivaled support with bookkeeping, accounting, human capital management, financial analysis and corporate strategy. Businesses that use FINSYNC benefit from improved operational efficiency, lower operating costs, better analytics, better service and quicker access to lower-cost capital delivered through the FINSYNC Lending Network.Starting Price: $10.00/month -
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Treasury Intelligence Solutions
Treasury Intelligence Solutions
Most companies have invested heavily in streamlining inbound payments in an effort to accelerate cash inflows. But, most corporations have done little to optimize outbound payments. Leaving each function, system and geography siloed, with no clear insight into cash flows or a holistic view of liquidity – putting the business at risk. TIS helps organizations automate five key outbound payments capabilities and enables a continuous improvement life cycle. Companies often struggle with disparate systems, multiple data sources and lack of visibility across their global payment network. TIS has developed a best practices maturity model that aligns with our outbound payments technology platform to help clients achieve Enterprise Payment Optimization. Inbound and outbound payments represent a significant percentage of overall cash flows for global corporations. As a result, organizations worldwide are increasing their focus on optimizing payment processes and payment transactions. -
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Payference
Payference
Improve cash flow with speedier collections and better forecasting in one easy-to-use solution. View your ERP/accounting and banking data in one simple dashboard for real-time actionable insights. Save time by automating tedious data assembly tasks and free your finance team to focus on higher-value items. Payference IQ Technology™ optimizes working capital to unlock hidden cash and help you control DSO and DPO. Trust an intuitive solution that gives you all the tools and support you need for uncomplicated cash control. Automate cash collections for improved efficiency. Speed up collections to increase cash flow. Identify high-risk accounts to minimize their impact. Leverage machine learning to predict payments. Connect your ERP/accounting system, banks, and payment channels. Automatically reconcile payments with bank transactions. View all cash positions in real time from one source. Override and adjust items in cash forecasts. -
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ISPnext
ISPnext
ISPnext directly increases the financial impact of more than 400 organizations by providing our Business Spend Management solutions. Realize cost savings, automate invoice processing, improve supplier relations and reduce risks for the entire organization with one platform: Business Spend Management (BSM). With our solutions you secure the entire Source-to-Pay process and achieve sustainable operations in no time. In need of more insights and control on your spend? And looking for a seamless integration with your ERP system? Start to optimize your spend, adopt more efficient processes and reduce risk. The end-to-end portfolio from - Source-to-Pay - for your business. Start managing all your organization’s expenses and processes. A single platform for: Vendor Management, Sourcing, Contract Management, Procurement, AP Automation, Spend Analytics and more. -
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Adenza
Adenza
We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth. Our end-to-end trading, treasury, risk management and regulatory compliance solutions enable financial institutions to consolidate and streamline their operations. We serve global, central and regional banks, broker-dealers, insurers, asset managers, pension funds, hedge funds, stock exchanges and clearinghouses, securities services providers and corporates. Our targeted solutions and services are powered by exceptional people driving innovation at scale. Risk and regulatory reporting solutions. Meet your immediate regulatory reporting requirements while creating long-term value. Front-to-back solutions for capital markets and treasury. Single source of truth, enabling quicker decision-making and efficient operational processes. You're fighting an uphill battle to manage huge volumes of trades through the transaction life cycle. -
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Agicap
Agicap
By centralizing your cash flows and automating tasks, Agicap allows you to focus on the essentials, analysis, and decision-making. Build your cash flow forecast and monitor the achievement of your targets. Visualize your cash position by synchronizing your bank accounts and business tools. Improve overall productivity with automated, centralized, and harmonized cash management. Use a comprehensive collaborative tool and consolidate all your data. Anticipate your cash flow at the consolidated level or entity level. Consolidate and monitor your cash flow from multiple banks, entities, and business tools with ease. Set up automated cash forecasts and explore scenarios. Create custom dashboards to improve your analysis and reporting. Let Agicap automatically categorize all your banking transactions. Monitor the differences between the actuals and the forecast in real-time. Build a reliable forecast and make fully informed decisions at the right time. -
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Nomentia
Nomentia
One of the widest ranges of cash & treasury management portfolios on the market, Nomentia offers a hyper modular approach to technology solution management – simply select the solutions that fully support your business goals and we’ll do the rest. Nomentia provides all the flexibility you need to take your processes to the next level: our hyper modular approach allows you to choose the solutions that you need and we’ll integrate them into your existing technology stack. Connect and synchronize ERP software and source systems to seamlessly manage your company’s outgoing payments processes for accounts payable, treasury, payroll and manual payments. Automate and simplify local, cross-border, global payments with Nomentia Payments – connect all your systems into one secure gateway for improved payments visibility and control. -
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Najar
Najar
Najar empowers businesses with modular, AI-driven procurement solutions, giving you full visibility and control over every purchase decision and outflow. We are your strategic partner in revolutionizing procurement and finance operations. Najar unifies expense optimization and streamlined procurement, helping you reduce costs while transforming complex financial processes into a seamless, consumer-grade experience. With our buying expertise and advanced tech, we integrate effortlessly with your tools, providing unmatched visibility, compliance, and operational efficiency. Keep your team in sync and your processes compliant without breaking a sweat. Our workflow and compliance management tool streamlines your daily grind, making sure everything ticks along smoothly and sticks to the rules, so you don’t have to worry about the details. Gain total control over your spending, streamline processes, and unlock powerful insights. -
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Deel
Deel
Deel is the global HR platform for onboarding, hiring, and paying your international workforce. Manage global hires, contracts, payroll, compliance, and team engagement from one central dashboard. • Hire contractors and employees in over 150 countries • Generate and sign e-contracts tailored to local labor laws and reviewed by Deel's network of legal partners • Automatically collect documents, permits, and ID verification • Offer full payment flexibility for your team across 120+ currencies and 10+ payment methods • Track and approve time off and expense requests • Simplify accounting with automatic invoicing and API integrations with top accounting software • Access 24/7 support for your team in 10 different languagesStarting Price: $49 per contractor/month -
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Omi
Omi
Omi offers a centralized platform for complete oversight and management of your finances, contracts, and vendors with simple onboarding and powerful controls. Level up your contract and vendor management workflow. Omi makes it easy to keep track of our vendors and gives us actionable insights into our finances where we don’t have to open excel. Contracts consolidated in one place and always up to date. Automatically see new renewals & notifications on one page. Powerful financial controls to help you budget and plan. Easily search and collaborate on contracts. Cut down on waste and increase your savings. Incorporate your financial policies into every purchase and request, achieving precise cash flow control through invoice reconciliation, accounting integration, and payment orchestration. A single source of truth for all of your finance and operations. Integrate your procurement tech stack with Omi for greater visibility and control, without disrupting your stakeholders.Starting Price: $99 per month -
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Treasury Line
Datalog Finance
Market volatility and economic uncertainty must more than ever be tackled with reliable forecasts, accurate measurement of fi nancial risks and clear and relevant KPIs to put the treasurer in a position to take the best decisions and to optimize treasury management. Ever-changing business processes, regulatory switches and growing risk potential call for reinforced internal controls and sharper governance. With Treasury Line, DataLog Finance now releases a unique, reliable and innovative solution to meet these new requirements. DataLog Finance provides an unparalleled tool specifi cally designed to migrate the master data and transactions of your current TMS to Treasury Line. This not only dramatically reduces implementation time, it also guarantees a perfect continuity in your everyday management. Treasury Line is based on a new, straight-through Front to Payment approach. While providing in a single system full functionality for decision (Front Offi ce), control. -
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IBSFINtech
IBSFINtech India Private Ltd.
IBSFINtech is a global enterprise TreasuryTech company providing end-to-end digitization & automation solutions for corporates' Cash & Liquidity, Treasury, Risk, Trade Finance (TRTFM®) & Supply Chain Finance functions. Our product portfolio includes On-prem solutions, SaaS TMS - InTReaX™ & Supply Chain solution VNDZY®. Our prestigious list of clientele is spread across verticals and geographies, including, Vedanta Group, Mahindra, Sai Life Sciences Ltd, Bluestar Ltd, Polycab Ltd, and Future Group,. We have also been awarded a very prestigious award of the treasury ecosystem, “The Corporate Treasurer – House Awards”, recognizing IBSFINtech as the Software Provider for the APAC region in this niche space. The “Made-In-India” Comprehensive Risk Management solution offering enables a holistic approach toward Compliance, Financial, and Operational Risk management. -
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Dynamic Netsoft Contract Management
Dynamic Netsoft Technologies
Discover Dynamic Netsoft’s Contract Management Software on Dynamics 365: Integrated Features: A comprehensive portal for 360-degree project visibility. Enhances communication and collaboration. Contract Order: Efficient execution tracking. Integrated features for letters of award. Flexible payment terms and milestone options. Budget Control: Prudent budget management. Seamless integration with project management and accounting. Work Completion Tracking: Effective documentation and progress updates. Meticulous management of materials and invoices. Benefits: Simplifies contract management processes. Advanced project management features. Multilevel work breakdown structures. Robust resource scheduling. 360-degree project visibility. Experience streamlined approaches and manifold benefits with our trusted solution for contract management on Microsoft Dynamics 365 Finance and Operations.Starting Price: $100 -
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Springbrook
Springbrook
SB Express is the all-in-one financial platform choice for small local governments that want an easy-to-use out-of-box accounting system. The SB Express is a fully integrated fund accounting, payroll, and billing platform built on over 30 years of successful government installations. SB Express manages a finance, payroll, and utility billing system that delivers the most modern technology available to your Agency. Payroll Control screen illustrating new look and feel. The layout is instantly familiar to current Springbrook Express users with the ability to drill-down into employee details where applicable. Chart of Accounts screen demonstrating the ease of seeing real-time financial numbers. This functionality, along with the ability to customize the columns that display, and other advanced search & filtering options, provides powerful enhanced search and download capabilities. -
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Embat
Embat
Automate and optimize your company’s treasury management. Take control of your treasury and optimize your liquidity management processes. Visualize and automate cash flows, reports, and cash and debt position forecasts. Short, medium, and long-term liquidity forecasts, connected with your ERP, accounting systems and FP&A platforms. Monitor your budget and plan scenarios efficiently. Automate more than 90% of your treasury’s accounting entries with generative artificial intelligence, ensuring accuracy and continuous updating of your accounts. Systematize your reporting and treasury indicators to speed up decision-making and reduce preparation time. Manage your payment processes on one platform. Automated accounting and reconciliation in your ERP, error-free and with no human intervention. -
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TreasuryView
emformX GmbH
TreasuryView is the #1 treasurer-first Treasury Risk Management Software. Treasury managers can easily manage and oversee bank loans and future debt issuances, forecast interest rate and currency risk exposure, and evaluate foreign currency and interest rate hedging programs. All in one cloud platform, and in self-service. TreasuryView’s Risk Management features are designed for treasury managers and specialists in medium-sized businesses, commercial real-estate/social housing companies, and public sector finance teams. We offer our users easy self-onboarding with an initial 30-day free trial with no payment method required, to discover and explore the functionality of our platform. Our monthly SaaS plans start from just EUR 250 per month, with anytime cancellation. Whether you are a small business or a large multinational corporation, our cloud platform can be modularly adjusted to meet your team or enterprise-level-specific needs.Starting Price: €250 per month -
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DocFinance
DocFinance
DocFinance, now, is a Fintech HUB able to providers its customers with all benefits of full integration between particular technological services and our company treasury management and commercial credit management software. It’s a software application for commercial credit risk management and for the automation of the collection process. Integrated with the main Business Information providers, it contains a company rating calculation engine that allows you to know your customer. It’s a software application project for the advanced management of the company treasury that contains Corporate Banking services. The integration of Remote Banking services with the company information system characterizes its completeness. The AFEXDirect platform is a consolidated and user-friendly tool (easy, intuitive and understandable), it is safe and flexible. The customer has direct access to the platform 24 hours a day, 7 days a week with changes always in real time. -
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Fusion KTP
Finastra
Cloud-based treasury management, offering an integrated, modular platform that ensures centralization across your business. Fusion KTP provides corporate and bank treasurers with a complete, fully integrated treasury management system – now available in the cloud. Fusion KTP presents a consolidated view of liquidity and financial positions. Fusion KTP centralizes your financial exposures, optimizing hedging cost, reducing risk and ensuring compliance. Fusion KTP’s modular design enables your organization to define the functionality it needs. Hosted in Azure, Finastra partnered with Microsoft to offer this solution in the cloud, which provides the highest standards of security, resiliency, performance and operating excellence. -
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Kolleno
Kolleno
Spend less time managing your receivables. Enrol your clients and replace outdated manual processes with automated digital collection strategies and communications. Provide your clients with multiple digital payment options (ACH, Credit Card, Open Banking) making it easier to complete payments and reconcile your books. Receive regular automated reports and analytics to fit your business needs and stay on top of your cash position. Obtain proprietary customer ratings based on credit checks and engagement data to facilitate informed decision-making and optimize payment plans. Predict your future cash position based on current and historic payment data. Streamline your workflows and prioritize easily. Leverage customizable communication templates, strategies, and a white-labeled approach. -
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Bankmanager
Finnet
Decomplicated and efficient financial management. The Bankmanager optimizes the routine of your finance department with agility and quality, functioning as internet banking ATM and multi-company. Headaches for who does not have a management system: Time. Time spent on payments and collections is too high. Management. Entering numerous portals is a dull task. Operational. Operational jobs are susceptible to errors. Why use a financial management system? Facilitate processes accounts payable. Authorize your payments with a single token, Without having to go from bank to bank, Streamlining your accounts payable process. Streamline your collections by accelerating your accounts receivable process, Automatically, it is possible to perform the registration and maintenance. Collection documents, printing slips and creating reports. Management to monitor the portfolio. Internet banking. multibanking and multi-business. -
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Teczen
Teczen
At Teczen, we believe in transforming businesses through the power of seamless integration. Our Enterprise Resource Planning (ERP) system is designed to unify and streamline various business processes, from finance and sales to inventory and HR. With a comprehensive suite of modules, we offer a robust solution to help you make informed decisions, boost productivity, and drive growth. We offer a comprehensive ERP software solution designed to streamline and optimize your business processes. Our ERP system provides a centralized platform that integrates various departments, allowing you to manage your operations efficiently. With real-time data, automation, and powerful analytics, our ERP solution empowers your organization to make informed decisions and achieve greater productivity.Starting Price: $399/month/user -
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Oracle Treasury
Oracle
Oracle Banking Treasury Management helps banks centralize and optimize investment management and capital markets post-trade operations. The treasury management system offers improved visibility, better controls, and streamlined and automated processes. Streamline deal review, validation, and confirmation, and ensure well-formed orders through the entire transaction lifecycle. Support instruments including foreign exchange, money markets, securities, swaps and forward rate agreements, exchange-traded derivatives, over-the-counter options and swaps, credit default swaps and swap index, and Islamic money market and derivatives. Leverage purpose-built queues for auto-enrichment, repair, amendments, credit checks, confirmation, and special exceptions to optimize rule-based exception handling of settlement instructions. -
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Contractpedia
Contractpedia
Contractpedia - Better contract management from Denmark Contractpedia is a contract management solution that helps you to fix the contract mess and get a financial overview of your contracts. Contractpedia will remind you before it’s too late and the contract is renewed automatically. You will always know exactly when you should take action about each contract. Eliminate missed termination notices and never again be too late just because you didn’t know when you should send a termination notice or because you forgot. You don't have to remember dates anymore or go through your contract list, looking for the expiry date. Contractpedia helps you to be smart about your contracts and stay in control of your obligations.Starting Price: €0 -
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MHC Software
MHC Software
Automate Processes. Empower People. Streamline and automate your workflow and customer communication processes. With MHC, turn document, content, and communication complexity into simple tasks that keep your company constantly moving forward. MHC enables organizations to tackle digital transformation with speed and confidence using our solutions to automate the creation, capture, and distribution of documents and communications across core business processes. With the world’s most flexible end-to-end automation platform, we empower our customers’ business users to eliminate tedious procure-to-pay (P2P) and order-to-cash (O2C) tasks, increase efficiency and agility, achieve operational excellence goals, and strengthen their ever-important relationships with customers and vendors. -
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HighRadius
HighRadius
HighRadius offers cloud-based Autonomous Software for the Office of the CFO. More than 800 of the world’s leading companies have transformed their order to cash, treasury, and record to report processes with HighRadius. Our customers include 3M, Unilever, Anheuser-Busch InBev, Sanofi, Engie GBS Solutions, Kellogg Company, Danone, Hershey’s, and many more. Autonomous Software is data-driven software that continuously morphs its behavior to the ever-changing underlying domain transactional data. It brings modern digital transformation capabilities like Artificial Intelligence, Robotic Process Automation, Natural Language Processing, Connected Workspaces and LiveCube, a No-code Platform, as out-of-the-box capabilities, features for the finance & accounting domain. Our solutions: Autonomous Receivables for Order to Cash 1. Credit Risk Management Software 2. Global E-Invoicing and Payment Software 3, AI based Cash Application Software 4. AI based Deduction Management Software -
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LIST’s treasury platform offers a holistic approach to liquidity management, integrating ALM, FTP, payments and regulatory risk management measures in a single, modular and flexible solution. LIST’s ALM solution is a flexible tool to compute cash flows associated to the banking or trading book and generate customizable managerial ratios and liquidity risk indicators. LIST is one of the many silent tales in Italian history, which has led a micro-company to become an international success. Today we offer facility management and application management services through hosting infrastructure in Europe and North America. In the globalized Financial Market, quickly evolving under the pressure of competitiveness, regulations and technology, LIST designs state-of-the-art technological solutions and services to manage the increasing operational complexity of electronic trading, compliance and risk management, helping Financial Institutions and Exchanges.
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OpenGamma
OpenGamma
Discover the new standard in cash and collateral management. Reduce performance drag, work smarter, and stop bleeding money from your business. Reduce credit and liquidity risks by making sure you post the right amount of margin. Unlock returns by predicting margin costs and identifying reduction opportunities. Increase returns by identifying margin and financing cost reduction opportunities. Execute our reinvestment suggestions with automated workflows. OpenGamma empowers you to manage the risks inherent to your existing processes and systems, adapt to new regulations, and increase control — without increasing costs. Leverage OpenGamma’s seamless workflows to improve operational efficiencies, seize opportunities for return, and drive continued growth. -
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Unified transactions, analytics, and planning to enhance the entire lifecycle. Streamlined, intelligent automated processes for greater throughput. Subscription- and usage-based billing models to fit your business’ individual needs. Actionable insights and recommendations at the point of decision for real-time evaluation. Improve profitably and cost with comprehensive analytics. Assess profit and margin contribution with real-time reporting, predictive analytics, and integrated business planning. Manage profitability and analyze customer experience strategies. Enable subscription-based revenue models. Identify the product and service mix that best satisfies your customers. Deliver consolidated invoices, manage credit scoring, and resolve disputes with a complete view of the customer. Simplify accounting and financial close processes. Combine financial and management accounting and profitability data into a single universal journal.
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Meniga
Meniga
Our solutions make digital banking personal. Our award-winning digital banking platform helps to lead financial institutions to utilize data to meaningfully engage with their customers and develop new revenue streams. Through our market-leading consolidation, merchant mapping, and categorization technology, your bank gains valuable insights into the financial health and habits of your customers, while they too benefit from the automatic sorting of their transactions. Consolidate, enrich and optimize personal finance data for digital channel innovation. Discover new patterns and high-potential customer segments with audiences. Provide customers with access to their bank accounts and credit cards from other banks. Our digital banking APIs enable your bank to deliver innovative, engaging, and gamified banking solutions to your customers. Build long-term customer loyalty by providing a proactive and personalized financial coach.Starting Price: Free -
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symplr Payer
symplr
Save on costs, eliminate data silos, and deliver better outcomes for your members with a unified, automated provider data solution. symplr Payer provides a single source of truth for provider data that is consistently reconciled and validated against primary sources. It improves data quality, access, and transparency. Further, it eliminates duplicate requests for information, reducing provider frustration. Using symplr Payer as the enterprise-wide hub for provider data, payers can feed timely, accurate information to other downstream systems. Our highly configurable, end-to-end provider data management solution manages all pre-contract and renewal contract negotiations. Standardize and streamline your contracting processes, while capturing contract details such as sentinel events, trigger dates, configuration efforts, process steps, fee schedule info, and more. symplr Payer’s unique design allows your organization to consolidate contracting and credentialing. -
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Anthology Finance & HCM
Anthology
Stay in control of the processes critical to sound fiscal management. Whether your institution has one campus or 100, this feature-rich program brings together finance and human capital management in one solution to help you focus on your learners. Never again wonder if you need an upgrade, as our solution is built on a state-of-the-art finance system by Microsoft and optimized for higher education by Anthology. The more you know, the better you can help. Gather full institutional knowledge about a constituent so you can inform action plans and respond to their needs. Keep your team streamlined and on track with tight campus system integrations to ensure smooth operations and allow a real-time analysis of data. With stronger data visibility, you can make sure you provide your greatest assets, the faculty, staff and administrators, with the resources they need to improve workforce functions in HR, payroll, talent acquisition and more. -
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TreasuryXpress
Bottomline Technologies
As a leading digital, on-demand treasury management solution, TreasuryXpress makes it possible for companies of all sizes to access powerful, cost-effective, and easy-to-implement treasury management capabilities. The result? A frictionless experience that economizes and declutters resource-intensive operations. This allows treasury to perform at higher, more scalable levels. TreasuryXpress offers the most scalable, easy-to-implement, and easy-to-use cloud-based treasury management solution (TMS) for companies of all sizes, anywhere in the world. Configurable dashboards and smart visualizations make it easy to communicate key financial data to your business stakeholders. Our on-demand TMS solution offers the most user-friendly and comprehensive reporting module in the industry. TreasuryXpress simplifies daily treasury workflows delivering real-time visibility and multi-bank connectivity. -
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FIS® Treasury and Risk Manager - Integrity Edition (formerly Integrity SaaS) is an award winning solution offering a simple and seamless path to a best-in-class digital treasury for better visibility into cash and risk. A powerful yet easy-to-use treasury management platform, Treasury and Risk Manager - Integrity Edition has the flexibility and functionality to manage both simple and complex treasury management requirements – including cash positioning and forecasting, bank account administration, payments processing, foreign exchange, debt and investment management, accounting, compliance and reporting. FIS® Treasury and Risk Manager - Quantum Edition (formerly Quantum) is a treasury management system that gives you greater visibility and control around cash and liquidity management, risk management, hedge accounting, FX, interest rate and commodity derivatives management, in-house banking and netting, payments, regulatory reporting, cash forecasting and more.
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ION Treasury
ION Treasury
In the world of treasury, organizations vary in size and complexity. That’s why ION offers seven unique treasury and risk management solutions, from core to enterprise, on-premises or in the cloud. One size TMS does not fit all, but one (and only one) provider does. The ION Treasury portfolio is an award-winning set of products that helps you manage liquidity of any scale, in any country, while mitigating operational, financial, and reputational risk. When deciding which delivery method is right for your organization, ION Treasury will help you navigate the differences between multi-tenant SaaS, cloud, and on-premise hosting. ION Treasury hosts your treasury management system, manages support and provides upgrades, automatically. ION Treasury hosts a single-tenant software environment for each customer. We also manage support and scheduled upgrades. -
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Regate
Regate
Regate automates your financial and accounting management and saves you time on a daily basis. 100% integrated with your accounting software, you benefit from real-time accounting that is always up to date. Regate has been designed to reduce the number of tools and save time for accountants and finance managers. Regate provides an intelligent, collaborative platform that makes your day-to-day accounting easier, understands, automates, and gives you greater control over your business. Save 90% of your invoice and payment processing time. Generate the right accounting entries and automate the retrieval of your receipts. Pay by SEPA transfer or directly by card, without ever connecting to your bank. Reconcile cost management and accounting monitoring on the same platform. Benefit from a unified and real-time view of all your accounting. Equip your teams with virtual and physical cards adapted to each need and follow all their operations in Regate.Starting Price: Free -
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SUMMA
PREFIS
SUMMA is a modern and customized treasury & risk system to support your financial management. SUMMA is a state-of-the-art tool for your financial management. It helps you to manage cash, liquidity, treasury, and financial risks. Developed on 20 years of experience from software implementations for multinational corporations, central and commercial banks, and ministries of finance, SUMMA brings you the best technological solutions in treasury, cash & liquidity and risk management. SUMMA offers tailor-made solutions for both corporate and financial worlds. It can be customized and perfected for your needs. -
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Reval
Reval.com
Reval is the leading, global provider of cloud treasury software. Our scalable Software-as-a-Service (SaaS) solution helps more than 650 companies around the world to better manage cash, liquidity, financial risk and hedge accounting. Together, our team of finance and technology experts services our global client community, including companies of all sizes and industries from over 30 countries around the world. Reval is part of ION, a provider of mission-critical trading and workflow automation software solutions to financial institutions, central banks, governments and corporates. Reval makes it possible for corporates and banks to select and configure Treasury and Risk Management (TRM) technology in the cloud. Based on this rich foundation, Reval offers solutions for treasury organizations of various sizes and complexities. Companies can configure their specific solution from the industry’s broadest and deepest set of treasury and risk management capabilities.