Best Finance Software for Small Business - Page 43

SalesStreamliner simplifies the business process for channel sales operations and partners by automating tedious sales tasks while seamlessly connecting cross-channel partners through a comprehensive system. Elevate your sales team with assurance and efficiency, managing both direct sales representatives and channel sales within a single, conflict-free platform. This all-in-one approach allows for effortless expansion of your business, enabling you to handle various product lines and sales channels without any hassle. Think of it as a complete package for franchise business operations, providing your franchisees with the tools they need for sales automation and growth. Successful entrepreneurs excel at juggling multiple responsibilities, and SalesStreamliner enhances this ability, allowing you to concentrate on selling and providing excellent service to your customers. Begin your journey with the SalesStreamliner turn-key solution in just five straightforward steps, and witness the transformation in your sales operations. With this innovative tool, you'll be empowered to streamline your efforts and achieve remarkable results.

Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! 🆕 The Evolution of Dext - Capture receipts and invoices via our mobile app, browser, email, direct integrations, and more. - Track expenses on the go with the Dext mobile app. - Handle expense claims, including mileage and approvals, with greater efficiency. - Manage business expenses and approvals with greater efficiency. - Integrate seamlessly with over 11,500 applications, banks, and institutions, including PayPal, Shopify, and Stripe. Key Benefits Effortless data extraction: Our optical character recognition (OCR), with 99% accuracy and AI integration, digitises receipts, bills, and invoices, even decoding handwritten documents. Automated integration: Cost data from over 1,400 suppliers flows directly to your accounting software, simplifying reconciliation, categorisation, and tax compliance. **2024 Awards 🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards, UK) 🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards United States).

Omnibanca is a transformative solution designed to expedite the process of digital evolution within financial institutions. Beyond offering conventional digital platforms such as web and mobile banking, it encompasses a wide range of digital channels including wearables, IoT, onboarding processes, credit origination, and product sales. This omnichannel approach focuses on a centralized client experience. It seamlessly integrates with existing legacy systems and features a robust API manager that supports multiple languages, currencies, and companies. By adopting Omnibanca, your financial institution can streamline the integration of advanced technologies, consolidating essential core system functionalities with innovative fintech capabilities. This unified product ensures that all channels are interconnected with backend applications, thereby enhancing accessibility to services and creating a cohesive data environment for your customers. Ultimately, Omnibanca empowers institutions to thrive in the digital landscape while delivering a superior customer experience.

Syscon Cronus is a #1 Plug and Play Manufacturing ERP software. It has grown over the past two decades in technology and functionality. Multiple implementations make the product extremely robust. It is so complete that customization is not required. It makes roll-out easy and successful. Modules: 1. Sales and Distribution 2. Purchase & Inventory 3. Accounting & Costing 4. Planning & Production 5. Plant Maintenance 6. Quality Control 7. Payroll We made ERP easy, affordable, and easy to use.

Holistiplan brings automation, intelligence, and scalability to financial and tax planning for advisors, CPAs, and wealth managers. Its powerful Optical Character Recognition (OCR) engine analyzes client tax returns within 45 seconds, identifying liabilities, opportunities, and projections with pinpoint precision. Users can run side-by-side scenario comparisons for strategies like Roth conversions, charitable deductions, and capital gains optimization. The platform extends beyond tax insights, offering modules for insurance planning and soon estate planning, ensuring advisors can address clients’ holistic financial needs. Built by experienced CFP® professionals, Holistiplan combines deep domain knowledge with cutting-edge technology to streamline workflows and enhance client trust. Advisors benefit from customizable tax reports, audit-ready documentation, and simplified client communication. As the industry’s #1-ranked tax planning software for multiple consecutive years, Holistiplan is recognized for its innovation and ease of use. By integrating advanced analytics with human expertise, it enables financial professionals to plan smarter, faster, and more effectively.

Treflo is an accounting web app that can help you with all your needs. It has many features, including the ability to generate GST invoices, manage purchase and sales orders, GST filing and inventory control.

Technology solutions for investor portals are designed to facilitate file sharing, enhance collaboration, and improve investor relations for a wide array of financial entities, including investment firms, general partners, fund managers, administrators, registered investment advisors, limited partners, banks, and others. These investor portal software solutions not only allow for secure sharing and collaboration but also help in producing and safeguarding critical information. The journey to an exceptional investor experience begins with these tools. With InvestorPortaLPro (IPP), you gain access to a polished, secure, and advanced investor portal software solution alongside a comprehensive reporting portal for investor relations. This platform is aimed at attracting additional capital while ensuring the satisfaction of existing investors—all at a competitive cost. IPP specializes in providing secure private equity and venture capital investor portal software, along with tailored websites and solutions. It offers a range of reporting solutions that aid in fund marketing and serve as a conduit for fundraising, enabling quicker capital raises, secure online document distribution, and effective collaboration with investors. By utilizing IPP, you can expedite your fundraising efforts and provide your investors with transparent access to real-time information, while also showcasing property and investment details through dedicated investor relations portals. Furthermore, the user-friendly interface ensures that both new and seasoned investors can navigate the platform with ease, fostering a positive experience for all parties involved.

Cloudmore offers a variety of solutions for businesses looking to solve recurring services procurement challenges, vendors transitioning to recurring revenues, and service providers moving to the cloud. Cloudmore is a single place to manage, bill and sell your subscription channel partners and customers. Eliminate the challenges of procuring recurring and metered services. Reduce billing processing time and eliminate costly billing errors Users can search for and purchase the services they require by themselves. Your services can be showcased and sold in an external or internal marketplace. Cloudmore's service catalogue is available for you to choose from and then sell them to your customers in their curated online store. You can manage pricing globally or per customer. You can create offers and quotes using your service catalog. Your admin users can view and manage your monthly billing details and discover services.

FX Derivatives Calculator (Pricer) - Product #1# This calculator was created for importer/exporters Treasury department and CFOs. These are the pricer uses: 1. Pre-execution: Plan hedging operations and explore other hedging strategies 2. Post-execution stage - determining the derivatives' "fair worth" for financial reporting. The greatest benefit of the calculator is its inclusion of up-to-date market data, which is high-quality. Market data refers mainly only to standard deviations (volatility), and interest. What can it do? • Deal Type: Forward/Call / Put • Option Class: Vanilla / Knock in / Knock out • Barrier Type: American/European • Barrier Direction: Up&In / Up&Out / Down&In / Down&Out • Payout Chart • Simultaneous pricing up to 17 "legs". Google Sheets is used to implementing the calculator. Web-based - No installation required. It's available on all Google applets. Policy & Portfolio Manager - Product #2# This product allows the CFO or treasurer to set currency risk management policies, and the system monitors the ongoing execution. This system "knows" to manage hedging transactions inventory, send scheduled reports to the email, create custom reports, and more.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Plika is a solution for the Finance Sector, specifically for those professionals in process of Budget, Planning, Controlling, Forecasting and Financial Reporting. Plika is a Cloud Financial Planning & Analysis solution created by and for Corporate Finance professionals from LATAM.

Start using Dinero for free today and you can create your first invoice in under two minutes. Dinero is designed for those who prefer focusing on their primary business rather than on the complexities of bookkeeping. Our goal is to simplify your financial management. All aspects of your finances—income, expenses, profits, upcoming payments, VAT obligations, and more—are organized and clearly displayed within Dinero. You can manage your accounts and monitor your company's financial health while on the move. Simply snap a photo of your receipt and upload it to the secure Dinero cloud, eliminating the hassle of physical documents that can easily get lost or misplaced. Enjoy a seamless checkout experience as customers can pay using cards like Visa, Mastercard, Maestro, and Visa Electron, or opt for MobilePay. With Dinero, managing your finances has never been more straightforward or efficient.

YNOS Venture Engine is an entrepreneur-first platform that uses smart digital technology to transform and create efficiencies in India's start-up and innovation sector. The platform offers a wide range of solutions that address the most pressing issues faced by innovators and entrepreneurs at early stages. The IIT Madras Incubation Cell incubates YNOS.

Levenue is the fintech company that's shaking things up in Europe! They're the only ones who let subscription-based businesses trade their recurring revenue for upfront capital. And that's not all - investors can buy recurring revenue from these businesses at a discount, making it a sweet deal for everyone involved. The best part? The financing process is lightning-fast thanks to integrations and automated underwriting. You could get an offer in just 48 hours! Plus, there's no dilution, no equity deals, and no collateral or personal guarantees needed. It's like getting a loan without all the hassle. Here's how it works: 1. Your subscription-based business signs up and connects its financial data. 2. Levenue takes a look at the data and gets to work. 3. They set a trading limit for your account. 4. You can request several trades. 5. Investors see and bid for the trades. 6. The most affordable offer wins! 7. Both parties sign a contract, and the wire is sent. So what are you waiting for? Get in on the action with Levenue!

Easily initiate processes from any location. Optimize your workflow by issuing immediate pre-approvals, storing documents, executing one-click AUS, distributing disclosures, and much more. Offer your clients a personalized, user-friendly, and secure portal that facilitates the collection of loan applications and necessary documentation in accordance with specified guidelines. Provide precise quotes to your borrowers with accurate rates, create fee worksheets that reflect true costs, conduct instant total cost analyses, establish rate notifications, manage profit margins, and more. Gain access to an industry-leading lender marketplace that not only ensures accurate pricing but also allows for digital loan submissions to lenders while receiving timely status updates. Connect with a vibrant community, exchange best practices, share innovative ideas, request features, and actively contribute to the evolution of the platform. ARIVE was created to merge essential software tools for brokers, addressing the common challenge faced by the average broker, who typically relies on over five different applications to manage a loan. By integrating these solutions into one cohesive platform, ARIVE aims to enhance efficiency and streamline the loan process.

Optimizing your workflow is far superior to simply putting in more hours, and successfully closing deals brings a level of satisfaction that losing them cannot match. Ensure your clients receive the outstanding service they deserve while gaining a competitive edge in the market. Elevate your mortgage brokerage operations with BrokrBindr, which serves as an excellent alternative front-end to Filogix. Enjoy a user-friendly experience without interruptions, all while keeping your data securely stored in an account that you manage, in line with the permissions from your clients. You will still rely on Filogix for tasks such as credit pulls and submitting completed applications to lenders, but BrokrBindr streamlines each process, enhancing ease, speed, and reliability. The time spent drafting emails to request necessary condition documents could be reduced from twenty minutes to just twenty seconds by utilizing a personalized, branded email template that automatically generates the required document list for you. By adding this personal touch, you will not only impress your clients but also showcase your professionalism in every interaction. This innovative approach not only saves time but also enhances your overall client experience, setting you apart in a competitive industry.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

Lano is a global software solution enabling businesses to hire and pay full-time employees and contractors in over 170 countries worldwide, in full compliance and record-time. No legal entities needed. Backed up by a global network of employment, tax and compliance experts, we’ve created a cloud-based compliance and payments platform designed to streamline global hiring, payments and payroll operations. We serve over 2,000 companies worldwide, from high-growth startups to SMBs and enterprises. Our solutions allow businesses to save valuable time when entering new markets, reducing the time needed for building local teams to days instead of months.

Eliminate the hassle of manual and error-ridden template modifications. In Crove, you can effortlessly turn your repetitive word documents into smart templates and streamline your documentation processes without any coding required. Create flawless contracts and agreements swiftly with the power of automation. Simply fill out a form or connect Crove to generate employee documents seamlessly. Generate purchase and sales orders by completing a Crove form with minimal effort. Easily share links with buyers and sellers to create property documents. Integrate with your existing system to produce invoices and receipts. Distribute personalized marketing materials to potential clients effortlessly. Define your template in Crove to create customized documents for various needs. You can also send out certificates and fee receipts by integrating Crove with your existing infrastructure, ensuring a smooth operational flow. Embrace the efficiency of automation and enhance your documentation experience with Crove.

Remofirst is an international payroll provider on a mission to free companies from geographical boundaries so they can access global talent easily. The global payroll platform simplifies the payroll process, paying your distributed remote employees in their local currencies, while giving clients the option to summarize and aggregate all payroll invoices into one payment, instead of multiple individual payments. Remofirst’s software can calculate your team’s hours, time off, holidays, bonuses, and commissions so you only need to review their monthly invoice and approve it for payment. Their team of legal experts and HR professionals will also ensure your international payroll operations are always compliant with changing global regulations in all 150+ countries they operate in. In addition to global payroll services, Remofirst also provides global benefits management (including insurance, equity, and time-off management), and employer of record (EOR) services, including support for obtaining visas and other documentation. Remofirst can even help with provisioning equipment to your distributed global employees.

ChargeOn is a 100% Salesforce-native application designed to simplify, automate, and optimize how businesses handle payments — all within Salesforce. It bridges the gap between your Salesforce CRM and 14+ leading payment gateways, giving your team a unified platform to streamline your overall payment management. Why Businesses Need ChargeOn Businesses often faced challenges in receiving Salesforce payments due to manual processes. these processes slowed revenue recognition, resulted in duplication of records and imped customer experiences. ChargeOn eliminates these challenges by providing a seamless payment ecosystem inside Salesforce — ensuring faster collections, improved cash flow, and improved visibility in customer's payment journey. No more switching between systems or chasing failed payments — everything happens in one place, securely and automatically. Key Highlights Instant and Scheduled Payments – collect payments at the right time through multiple payment methods. Automated Recurring Payments & Failed Payment Recovery – don't compromise on your revenue due to missed or failed payments. PCI and DSS Compliant-- ensure security with global payment standards. Secure Tokenization – encrypt customer data during transaction and at rest. Real-Time Reports & Dashboards – get complete visibility into payment information. Multi-Currency and Multi-Gateway Support – scale globally without technical barriers. For a complete list of powerful features, check out our AppExchange listing and see how ChargeOn can transform your payment operations. Empower your Salesforce with ChargeOn — where payments become effortless, automated, and built for growth.

Instant Accept's powerful payment processor saves time and money. It simplifies merchant data entry and credit card processing while maintaining merchants QuickBooks data current. Instant Accept accepts any type of payment and processes transactions quickly and easily without having to launch your accounting software. Instant Accept works with many international and U.S. processors. You can also process card-not present and mobile payments. Do not let the interface's simplicity fool you. Instant Accept updates your books instantly and seamlessly integrates all aspects of your accounting, including billing and reporting. Your customers will be able to expand your product range while you solve their biggest problems: seamlessly and dynamically integrating POS, online payments and multiple accounting programs.

Cybrid delivers cutting-edge payment integration services, making financial connections smoother through advanced APIs and SDKs. Our platform is designed to streamline intricate payment operations such as effortless KYC processes, funds transfers, and settlements. We enable connections to bank accounts via Plaid, provide a range of money transfer options like ACH, Wire, and RTP, and offer Virtual FBO Accounts in USD and CAD. A distinctive feature of Cybrid is our capability to integrate cryptocurrency on and offramps, thanks to our Smart Order Router. This includes seamless connections to Bitcoin (with support for the Lightning Network) and Circle's USDC, covering multiple blockchains like Ethereum, Polygon, Solana, and Stellar, setting us apart in the realm of digital currency innovation. Cybrid is the premier choice for businesses looking to incorporate payment solutions directly into their software, offering a secure, efficient, and flexible approach to financial integrations.

Affinda’s Invoice Extractor lets you easily extract data from even the most complex invoices. Quickly and successfully process batch of invoices in PDFs, DOC, PNG, and JPG. Affinda Invoice Extractor recognises 50+ fields on the first go – and it only gets better from there.

ModoPayments develops payment orchestration software for large enterprises, enabling AI-based transaction routing and provider flexibility without disrupting existing payment systems. The ModoPOP platform integrates into current payment flows, allowing companies to retain existing processors while reducing failures, lowering fees, and improving transaction success through intelligent routing and centralized control.