Best Finance Software for Mid Size Business - Page 8

FinAlyzer®, an integrated digital platform for financial consolidation and financial close, analytics, as well as management reporting, acts to facilitate CFO reporting in multientity organizations. It covers integrated group reporting, legal reports, management consolidation, segment-wise profitability reporting, and segment-wise reporting. FinAlyzer converts financial data into actionable insights using decision analytics, KPIs, insights, predictive weathering, benchmarks and more. It is not a code that can be fully configured with the standard accounting taxonomy for IFRS and Ind AS, US GAAPs, IRDAI & MIS. FinAlyzer, a corporate performance management platform, brings together all your financial and operational data seamlessly. This frees up time for report preparation and allows teams to focus on analysis and better decision-making. FinAlyzer is a high-performance BI/CPM solution.

Convene is a board management software that has won numerous awards. It improves the efficiency and effectiveness of meetings by organizing and distributing documents, conducting, documenting and generating actions. Convene's intuitive, secure, and simple-to-use features make Convene a top choice for listed companies, SMEs and banks as well as non-profits and governments in more than 100 countries. Convene was developed by Azeus, a Capability Maturity Model Integration Level 5 company with over 30 years of IT development experience. It is highly customizable and can be tailored to meet each client's specific needs. Convene has SSAE 18-certified and ISO 27001-certified data centres around the globe, which ensures clients' data are secure. Convene is available for Windows OS X, Mac OS X and iOS.

Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.

Meter Management Microsoft Dynamics Foundation ❖ Manage metering devices (locations, serial numbers, status, etc.) ❖ Automatically collect meter readings via M-Bus gateways ❖ Alternatively, import meter readings from MDM systems or Excel spreadsheets ❖ Built on Microsoft Dynamics 365 Business Central ❖ Easy-to-use and intuitive user interface ❖ Fully integrate your ERP, customer management and billing using the included Business Central subscription Tariffs & Rating Cloud Service ❖ Powerful tariff configuration makes set-up of even complex tariffs easy ❖ Bill any utility service (electricity, gas, water, sewerage / waste water, heating) ❖ Supports postpaid and prepaid plans ❖ Apply consumption-based rating, fixed / step rates, TOU, periodic charges (e.g. standing/daily rates), discounts ❖ Bill by customer, customer group, or property, on any periodic basis (e.g. monthly / yearly) ❖ Software-As-A-Service (SAAS) model – we take care of all the infrastructure, software & maintenance ❖ Hosted on our secure data centes in Latvia, or alternatively in public cloud (AWS, Microsoft Azure) or private cloud ❖ Access SkyBill from anywhere via your desktop, tablet or mobile phone

Never respond to another chargeback! Stop wasting your time responding to chargebacks or losing money. ChargeSentry wins back your revenue automatically! No other service compares to ChargeSentry – we’re less expensive, easier, and faster than the other guys. Responding to your chargebacks is clumsy and time-consuming. Ineffective responses and lack of proper evidence cause poor results. Other chargeback response services don’t help much. They’re expensive, require long contracts, lengthy integration, and usually still require you to do something. We started ChargeSentry to help small and medium-sized e-commerce merchants, just like you, eliminate the friction of responding to your chargebacks and ending revenue loss. Started by e-commerce and merchant processing industry veterans, we bring over 15 years of experience responding to countless chargebacks.

ExpenseHub offers a smart, AI-driven solution for small and mid-sized businesses looking to streamline their expense management processes from start to finish. It automates everything from receipt capture and policy enforcement to approvals, mileage tracking, and financial reporting, making reimbursements faster and more accurate. Employees can conveniently submit expenses via multiple platforms including desktop, mobile apps, and WhatsApp, while managers benefit from AI-generated summaries that speed up approval times. With built-in compliance tools like HMRC-compliant mileage tracking, project budgeting, and customizable approval workflows, ExpenseHub helps finance teams avoid overspending and fraud. Seamless integrations with popular business software like Xero and Microsoft 365 ensure smooth data flow and increased efficiency across teams.

As the leader in telecommunications billing software and tax compliance, we serve Telcos, MSPs, VoIP providers, WISPs, & CLECs. SBS has helped competitive telecom companies grow & maintain profitability since 1989. IntegriBill lets telecommunications companies with multiple carriers, products, and switch types produce one convergent invoice. We'll make sure your invoices are always in compliance with taxing authorities, including the assurance that your clients aren’t overpaying for telecom taxes. We handle: * Regulatory and Tax Calculation * Tax Exemption Tracking * Tax Mapping Assistance * 499 Reporting Assistance * Traffic Studies * Commission module (Flat rate, % Gross, or % Net) * Hosted Agent Portal * Collections Module * Integrated ACH/Credit Card processing * Hosted End User Portal * Quickbooks Online Integration * RESTful API * Call Detail Jurisdictionalization & Rating Most of our clients have been with us for 10+ yrs. It's thanks to our first-class team that we have high retention rate. Our development team spends at least a year in the operations department before settling into their coding duties. We ensure that our ops team has current knowledge of tax and compliance regulations.

As easy as spreadsheets, yet the most comprehensive Audit, Risk and Compliance SaaS solution in the market. Best-in-class SOX, ERM, Issues, Documents, Certifications and Resource & Project Management. Goodbye to spreadsheets / emails / file folders and endless status update meetings. Welcome to easy, real-time results.

Gain immediate access to an extensive database of over 1 billion components, including information on lifecycle status, forecasts, regulatory compliance, and market availability, among other details. You can conveniently upload your Bills of Materials and Approved Vendor Lists to generate comprehensive reports and conduct thorough risk assessments. The process of exporting data into various formats is straightforward, and there is also the option for seamless integration with top-tier PLM tools. By mapping your components to manufacturers' sites such as FABs, factories, and assembly lines, you can monitor your supply chain in real time. Z2Data's Risk Scores facilitate easy comparison of site risks and assist in disaster mitigation planning. Additionally, conducting what-if analyses for supplier locations helps you proactively prepare for disaster recovery while meeting business continuity objectives. With access to data on more than 20,000 suppliers, you can effectively manage risks associated with supplier selection and optimize your procurement strategy. This comprehensive approach ensures that you stay informed and prepared in an ever-changing market landscape.

Your prospects and sales team will benefit from a guided selling journey. Each module of the Zebra platform is part of a larger strategy that guides your team to the prospects or customers where your solution offers the greatest value. Zebra Scoring is a unique method to identify potential opportunities early and throughout the sales process. Do you have a measurable prioritization process that determines which resources are needed, such as solution and demonstration specialists, access to R&D, and executive management? Are your VoC's able to quantify and organize all the ways your solution creates value. Guided selling allows reps to understand and talk about strategic deals like they have closed them. How often do you use a business case? Is it inclusive of total cost of ownership and ROI calculated based on your VOC? Create a business case together with prospects in Zebra. Buyers and sellers are guided through the creation of a mutually agreed upon business plan.

Claims and Litigation Management Software for Captive or Risk Retention Group property or casualty claims. Direct Claim Solution provides a complete system that manages vendor, claims, and policy management for Self-Insured programs, Captive programs, or Risk Pool programs. This tool provides industry-specific tools for analyzing and investigating law. Modules for litigation management, subrogation, loss recovery and document management are included. The Merge feature allows for easy email or letter creation. The robust report screen allows management to query multiple conditions of claims by date ranges, state of loss and exposure type. External service providers can access the system and populate the fields as required to speed up reporting and collaborative analysis. See our website at www.directclaimsolution.com

Let's get it done! BizPlanBuilder®, creates a detailed business plan for "lean" development and, if necessary, a convincing investor pitch to raise capital at the best terms. BizPlanBuilder allows you to quickly and efficiently create a professional business plan. The online access to the pre-scripted templates for business plans in Microsoft®, Excel financial models and a PowerPoint presentation ("pitch deck") can be used to collaborate with your advisors and team. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It's the fastest way to turn your ideas into a business plan that is investment-grade and a company that is profitable.

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

Web Office Suite will help you to run a business efficiently. This premium product is designed to meet all the back-end requirements of websites, corporations, enterprises, and businesses. This product is designed for people who need an administrative support in their industry. It mainly deals with invoices and client details. The dashboard functionality allows you to analyze the reports of your business. It is essential for any business that relies on a website. Once the product integration is complete, you can start to take advantage of all the product's features. The Web Office Suite allows greater flexibility in business, so that your clients will be happy with your service. You will also get great feedback from them. This office suite will make a significant difference in your business's progress.

Plus & Minus, an integrated enterprise resource planning (ERP), financial platform, is built around a single file system. Plus & Minus offers collaborative tools for accounting and purchasing, managing sales, reporting operations, and other functions. Plus & Minus allows users to track sales, manage core finance operations, create custom business reports, and monitor documents. Plus & Minus allows users to deploy on-premises or in the cloud.

Agilico Verify is a cloud-based automated invoice processing solution designed to make accounts payable easy. Verify involves the use of intelligent software to automatically capture, extract, route and post invoices into a finance system. It helps organisations set up approval chains and shift from data entry tasks to automated data capture and posting processes, delivering visibility and control over the entirety of an organisation’s invoice processing activities.

NEMS Environmental Management Suite transforms ESG reporting through a genuine collaborative experience. KPI tracking, robust visualization, and advanced Analytics are readily available. Our integration service efficiently captures data from your current systems, enhancing productivity and minimizing reliance on expensive third parties. Anchored by NEMS Panorama, this suite seamlessly adapts to diverse industries, designed for collaboration and intricate processes, poised to evolve with your requirements, making it a revolutionary force in environmental management. Surpassing traditional reporting tools, NEMS Environmental Management Suite introduces cutting-edge collaboration features, efficient workflows, and global control. Tailor your reporting formats with customizable options, ensuring flexibility aligned with your specific needs. While NEMS benefits any industry, we also offer specialized compliance features and tracking tailored for the Oil & Gas sector, drawing from over three decades of expertise. Explore the transformative capabilities of NEMS – schedule a demo today to witness how it can elevate your sustainability efforts.

Weltraum PMS, a lightweight and comprehensive application, is designed to make it easy to manage and organize hotel reservations, customers, and rooms. It features an intuitive interface that allows you to generate reports on the availability of rooms as well as payments. You can also make online reservations and track your clients.

SwilERP is a comprehensive software for retail and distribution businesses. Its advanced features automate operations, enhance productivity, and streamline inventory and pricing management. The software offers multi-store management, centralized monitoring, and actionable business insights through reports. Built on Microsoft.NET, it ensures secure data storage and accessibility. SwilERP is popular in India and works offline and online with a user-friendly interface. It excels in store management, point-of-sale functions, finance tracking, and inventory management. Online support, backups, and cloud storage are also provided. SwilERP aims to revolutionize distribution and retail chain management for efficient operations and growth.

Online billing system for entrepreneurs and SMEs. With EdFactura, you can optimize sales and customer relationships. This includes billing, inventory, quotes and purchase orders. Credit notes and customers. NCF sequences are automatically generated in the Dominican Republic case. EdFactura, a cloud-based invoicing and billing solution, allows small to medium businesses in technology, entertainment, and other industries to easily manage and administer their company from anywhere they are. EdFactura is used by thousands of people to make their work more enjoyable, productive, and easier.

Perfect Billing System is a billing and customer management system for businesses. It simplifies the creation of invoices and the dispatch of them, and facilitates tracking payments efficiently. It also provides comprehensive financial reports. The system is also flexible, supporting multiple payment methods and currency adjustment. The system's features are designed to reduce errors and improve financial accountability. It also enhances business operations by providing detailed expense tracking and real time financial oversight.

Hello Invoice is a digital invoicing system tailored for independent professionals and small service providers, including freelancers, contractors, and sole traders. It enables users to create and deliver invoices and quotes efficiently, manage recurring payments, track client interactions, and accept both online and manual payments. Built with the needs of solo workers in mind, Hello Invoice avoids the complexity of large-scale accounting platforms. It supports essential invoicing tasks without unnecessary features that often get in the way. Users can calculate taxes per item or on the invoice total, customise invoice layouts with branded templates, and preview documents in real time before sending. The platform includes tools for managing client communication, such as automatic reminders, status updates when an invoice is viewed or paid, and built-in approval flows for quotes. Each client has a dedicated section showing invoice history, recorded notes, and payment performance. Hello Invoice is structured to simplify financial management for individuals running their own businesses, helping them keep track of income, reduce manual admin, and maintain a clear overview of their financial activity. Feature list: - Invoices and estimates - Tax calculations per line item or total - Branded templates - Real-time previews - Smart reminders - Estimate/quote approvals - Live notifications when invoices are viewed or paid

Genesis Risk Monitor is a sophisticated software designed for managing portfolio risks, offering users access to real-time market information, advanced analytical tools, and the ability to create personalized dashboards. It provides precise tick-level market data through real-time IEX integration and connects with FRED for essential economic indicators. The platform encompasses DCF Valuation to facilitate value modeling and includes portfolio analytics such as Value-at-Risk (VaR) and Conditional Value-at-Risk (CVaR) for thorough investment risk evaluation. Users can enjoy customizable workspaces tailored to their specific workflows while receiving volatility alerts that keep them informed of significant risk events, such as spikes in the VIX or changes in correlations. Moreover, Genesis Risk Monitor features integration with SEC EDGAR, enabling users to directly access crucial documents like financial statements, insider transactions, and institutional holdings. Enhancing its capabilities, the software incorporates Jupyter Notebook for bespoke analysis and provides a user-friendly drag-and-drop widget builder that allows for the creation of limitless dashboards, making it a versatile tool for financial professionals. This comprehensive suite of features ensures that users have a powerful resource at their fingertips for effective risk management and analysis.

Bankingly offers a Software-as-a-Service (SaaS) platform hosted on the cloud, catering to the needs of financial institutions by providing a range of digital banking solutions. Its comprehensive suite encompasses web and mobile banking, conversational banking, digital onboarding, loan origination, and fraud prevention. The platform is designed to help financial institutions automate online banking processes via iOS and Android mobile applications. With a flexible pricing model based on active users, Bankingly empowers institutions to enhance their revenue, streamline operations, and deliver exceptional customer experiences in a matter of weeks. Bankingly has gained the trust of over 120 institutions worldwide. The solution is particularly well-suited for financial institutions, banks, credit unions, and Coops operating in Latin America, Africa, and Asia that are seeking to provide their customers with digital banking solutions.

DebtView stands out as the most adaptable cloud collection software currently available, catering to a wide range of industries while allowing for personalized customizations without the need for coding. Featuring a sleek and user-friendly interface, along with regular software updates, your team can accomplish their tasks swiftly and effectively, requiring little to no training. Do you have confidence that your current provider can offer you additional capacity when necessary? With DebtView, you can effortlessly scale your resources up or down based on demand, ensuring that you will never face shortages on the platform. Furthermore, DebtView is recognized as the most economical and versatile cloud collection software in the market today. Supported by over 160 data centers across more than 60 global locations and designed to be culturally and multi-currency aware, DebtView is equipped to assist you no matter where you do business. Our flagship offering, DebtView, redefines debt collection software, as it has been meticulously crafted from the ground up utilizing the latest technology and tools, ensuring that you have the best solutions at your fingertips. This commitment to innovation means that as your business evolves, DebtView will adapt alongside it, providing ongoing support for your changing needs.