Best Finance Software with a Free Trial of 2025 - Page 60

Resolvr automates manual tasks and manages spend. Resolvr can replace paper, spreadsheets, and PDF processes. Our clients profit margins will be increased by digital data streams and artificial Intelligence. On-platform communication tools for vendors and team members ensures efficient workflows. The manual, slow, labor-intensive and error-prone processes of the past are gone. Resolvr ensures client funds' expense allocations and apportionment are fully compliant with The Dodd-Frank Act. Resolvr can seamlessly integrate with any platform, software or software that client funds use via APIs. Resolvr makes it possible to reduce the amount of manual tasks required by banks, which could result in millions of dollars in savings every year.

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

Receipt Stash efficiently manages the collection, data input, categorization, and safekeeping of your expense documents in real-time, thereby facilitating a more efficient accounts payable workflow. With a variety of document capture techniques, you can guarantee that all your expense documents are processed automatically upon receipt, regardless of how they arrive. This offers you the autonomy and adaptability to monitor your spending, integrate with accounting software, and effortlessly share information with stakeholders. Experience automatic data entry and categorization of your receipts and invoices in under five seconds. You can easily transfer your expense data to accounting software, or export it as a PDF or CSV file. Gain comprehensive insights into your expenditures in real-time through user-friendly dashboards and reports. Eliminate the risk of lost or misplaced documents with a single, secure cloud storage solution that keeps everything organized. Furthermore, this service enhances your financial oversight, allowing for more informed decision-making and improved budget management.

The creation of OutPerform RMS was driven by the realization that effective revenue management is a time-consuming and predominantly manual task, characterized by fragmented information from various sources like property management systems, rate shoppers, channel managers, and revenue optimizers, which can include both historical and real-time data but often lacks a forward-looking perspective; this disjointed and incomplete view is precisely why we developed OutPerform RMS. This innovative solution provides hotels and resorts with an optimal way to enhance their revenue strategies, while also empowering outsourced revenue management firms to scale their operations and boost overall performance. Additionally, OutPerform RMS can be integrated or resold, generating additional revenue streams and fostering greater customer loyalty. As the landscape of revenue management evolves, it is essential to shift our focus from administrative tasks to mastering the art of revenue optimization, making this the perfect moment for such a transition. Embracing these advancements will not only streamline processes but also position businesses for future success.

CXR serves as a specialized Point of Sale software designed for handling transactions in multiple currencies. With CXR, every transaction is recorded, and receipts can be easily printed. The software efficiently monitors buy and sell rates, profit margins, inventory levels, and updates on exchange rates, among other functionalities. For money exchange dealers, sourcing effective multi-currency accounting software can be quite challenging. Leading packages like XERO and QuickBooks often fall short in supporting the complexities of foreign currency trading. However, CXR adeptly manages over 200 global currencies without any issues. Additionally, it adheres to the regulations set forth by the PCMLTFA, Customer Identification Program (CIP) under the Bank Secrecy Act (BSA), and the USA Patriot Act. Furthermore, CXR meets compliance requirements established by Sweden's Tax Authority (Skatteverket) control box. The software centralizes customer information and documentation within its own database, eliminating the need for integration with external CRM systems. Consequently, all customer transactions, profile details, and KYC information are conveniently accessible under a single platform, enhancing operational efficiency. This comprehensive approach not only streamlines processes but also ensures that compliance and customer management are seamlessly integrated.

Automatedly retrieve sales data for your clients from multiple ecommerce and point-of sale platforms. Split transactions, fees and reimbursements line by line. All in one subscription. Dext Commerce gives clients a standard view of sales data from multiple platforms. This is ideal for clients who sell on Amazon, eBay Etsy, Etsy, Shopify, and Amazon. You can assign tax to an order at the appropriate domestic or international rate. Additionally, you have a clear view of individual transactions across platforms and regions. Your Dext Commerce subscription includes all digital sales integrations, so you can easily meet the needs of each client, from side hustles to multiplatform e-commerce sellers.

Visible Alpha provides a single experience for consumption and collaboration across research reports, analyst model and corporate access events. It enables clients to track, budget, value, and pay for research content. Visible Alpha is changing the way Wall Street firms collaborate in research, financial models, corporate access events and research by providing innovative tools for analysis, valuation, and discovery. Visible Alpha boasts a growing client base, $17 trillion in AUM and more than 600 research providers who contribute content. It also has over 500 employees worldwide. The company is backed worldwide by some of the most prominent banks, including Banco Santander and Bank of America Merrill Lynch. Citi, Exane BNP Parabas and Citi.

All your business needs can be met with custom-designed accounting software. FinalBooks Accounting mobile app lets you manage your accounts from anywhere. You can access your account and manage your business from any device, whether it's a mobile phone, tablet, or computer. You can create professional invoices, sales receipts, and estimates that you can easily send in a matter of minutes. Inventory tracking allows you to instantly see the stock available and create accurate invoices quicker. You can send GST-compliant invoices, generate financial reports and tax calculations, and file your GST returns with no hassle. You can collaborate with your team on multiple devices and keep track your business from anywhere. With powerful accounting reports, you can stay on top of your finances. No matter what computer problems you may have, your financial documents are safe in cloud. Support is available to answer your questions and provide information about running your business.

Collections CRM offers a complete debt recovery solution that includes debtor analysis and court management, facilitating a faster resolution for all debtor-related matters. It allows for effective oversight of debtor hearings, covering everything from pre-trial stages to settlement specifics through its robust court management features. The system supports tailored contract management for both B2B and B2C clients, aiding in financial and resource planning. You can securely organize all communications from debtors, clients, or courts in protected, interconnected data folders. With intelligent workflows and task management capabilities, the platform enables you to track and advance each debtor's case according to your existing business practices. Customers can easily engage with the integrated prospecting, marketing, sales, and support functions. Additionally, the flexible payment structure allows you to pay only for the features you require on a monthly basis, with the option to scale up as your business expands. This adaptability ensures that your debt recovery processes remain efficient and effective, regardless of growth.

Exact SRXP provides you with immediate visibility into employee submissions, automatically aligning credit card transactions with their respective receipts, allowing for effortless one-click exports of declarations to your accounting software. This streamlined process enables you to efficiently declare expenses, cutting processing time by over 75%. The system’s credit card integration ensures that all transactions are accurately matched, removing the need for manual reconciliation of credit card statements. With Exact SRXP, you can conveniently manage homework allowances, mileage, credit card expenses, and other claims from a single platform. Its seamless compatibility with any finance, HR, or ERP systems further enhances the user experience, allowing for quick exports to your financial administration. Additionally, Exact SRXP employs advanced OCR technology to automatically capture and interpret key details from receipts, such as amounts, dates, and currencies, significantly reducing administrative errors and improving overall accuracy. By utilizing Exact SRXP, businesses can streamline their expense management processes and enhance operational efficiency.

Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.

MILKBOOK® simplifies the management of addresses, offers, projects, and invoicing for self-employed individuals and small to medium enterprises. With just a single click, users can handle value-added tax, and the service includes data backups for added security. Being entirely cloud-based, MILKBOOK® requires no installations or user manuals for setup, making it accessible for both individuals and teams. For a monthly fee of CHF 29.00, users gain access to this professional software, with the added perk of a 30-day free trial to explore all the features without any commitment. Regardless of the number of registered users, all functionalities of MILKBOOK® remain at your disposal, including the cockpit, contact management, offer creation, order confirmations, project oversight, invoicing, reminders, master data handling, export capabilities, and VAT management. MILKBOOK® comes highly recommended by the Business Application Marketplace of Swisscom AG. Discover how MILKBOOK® can streamline your business operations and enhance productivity today.

Effortlessly create and dispatch tailored invoices in mere seconds, streamline your cash flow, and secure your payments with ease. Solna’s top-tier features simplify the invoicing process and enhance your chances of getting paid, as we take care of the follow-ups on your behalf. This allows you to dedicate more energy to your passions instead of tedious tasks. With Solna, receiving payments through online platforms is seamless, thanks to our collaboration with Stripe, which enables you to accept payments and receive funds three times quicker. Stay informed about your business’s financial health and track your funds with Solna’s user-friendly dashboard and detailed reports. Gain quick and clear insights to help you focus on expanding your enterprise. Solna serves as the essential financial partner that freelancers and small businesses have been searching for, automating the administrative tasks associated with invoice collection while providing valuable insights to safeguard your cash flow. Countless freelancers and small enterprises rely on Solna to expedite their invoicing processes and enhance their payment speed, making it an invaluable tool in today's fast-paced business environment. By minimizing the time spent on financial tasks, Solna empowers you to invest more in your growth and creativity.

Brainloop stands out as a premier provider of board portal services and secure collaboration solutions. It addresses the complex issue of safeguarding an organization’s most critical information through a unified platform that offers customized business solutions for Board and Committee Communications, M&A and Due Diligence, Secure Collaboration, Real Estate Portfolio Management, among others. Accessible from any device and location, both online and offline, Brainloop ensures top-tier security while allowing customers the option to host their data in Germany, Austria, Switzerland, and Luxembourg. The Brainloop BoardRoom serves as a comprehensive tool designed for the secure and efficient communication needs of corporate boards. Featuring an extensive array of functions, it aids board offices and corporate secretaries in organizing meeting materials, ensuring they remain current even with last-minute updates. Executives and board members benefit from the ability to review highly confidential documents seamlessly on their desktop or mobile devices, enhancing productivity and communication efficiency. Overall, Brainloop helps streamline board operations while maintaining the highest standards of data security.

Our collections software stands out in the marketplace as the most advanced, leveraging genuine machine learning to help our clients enhance their collections, reduce expenses, and improve customer relations. As the only fully digital, omni-channel solution available, it has been relied upon by top lenders and agencies for over 14 years. This secure and compliant cloud-based platform ensures that the right message reaches the appropriate borrower through the most effective medium, all while keeping costs low and enhancing the customer experience. With a sophisticated strategy engine that merges robust decision tree and workflow functionalities, our software empowers you to create distinctive and engaging customer interactions that drive better collection outcomes. Furthermore, our award-winning technology continuously evolves through experience, ensuring a streamlined and effective end-to-end process for both customers and agents, ultimately maximizing the amount collected while fostering stronger relationships. This commitment to innovation and efficiency guarantees that our clients stay ahead in the competitive collections landscape.

Over the past ten years, the solution has developed a robust array of business line offerings and possesses a comprehensive set of features. It encompasses Front Office functionalities such as pre-deal assessments, real-time portfolio positions, cash flow management, and profitability tracking, alongside Back Office tasks including deal settlements, corporate action postings, MTM valuations, accounting, and NAV generation, thereby addressing the full spectrum of investment management needs. Additionally, FundSense, the business intelligence tool, streamlines the decision-making process, making it quicker, simpler, and more collaborative. Its user-friendly drag-and-drop capability facilitates the integration of data from various sources seamlessly. Users can design and access customized, interactive data visualizations and dashboards to enhance their decision-making experience. Furthermore, FundSense delivers rapid analytics and an engaging user experience directly on the user's desktop, significantly improving efficiency in operations.

Stay updated on your business's financial performance in real time to enhance decision-making. At the end of each day, log your completed tasks or utilize a timer to ensure you never miss documenting billable hours. Maintain visibility on your invoices and remind clients of outstanding payments at optimal times. Concentrate on your earnings during productive hours, as this approach is far more enjoyable than merely tracking time. Automatically monitor project budgets by incorporating your time entries and expenses seamlessly. Establish weekly or monthly budgets specifically for retainer clients to keep finances in check. Accelerate the invoicing process by importing your time entries and expenses, and take advantage of customizable templates for all your needs. Access all functionalities of ValueTime conveniently on your mobile device, and don't forget to snap photos of receipts to easily add them to your expenses. This comprehensive approach ensures you remain organized and efficient in managing your financial obligations.

Billeasy is a SaaS-based paperless billing software that aims to revolutionize commerce. Our goal is to help businesses scale sustainably by upgrading to digital receipts while reducing paper waste one paper receipt at time! We have helped many businesses grow across multiple industries. We have helped many businesses and retail outlets grow, whether it be F&B, clothing or laundry. Our Integrations: Micro Ecommerce All major POS providers All major ERP softwares Social media platforms like Facebook, Google, and WhatsApp Business

AutoAps, Inc. offers an affordable accounting software solution tailored for automotive dealerships, featuring modules that cover Accounting, Payroll, Repair Order and Service Management, Parts Inventory, Finance & Insurance, Vehicle Inventory, Buy Here Pay Here, Credit Bureau, Sales Management, Prospecting, Follow-up, and Tracking for both new and used car dealerships. This versatile software can accommodate various types of dealerships, including those dealing with automobiles, RVs, ATVs, marine vehicles, motorcycles, heavy equipment trucks, mobile homes, and agricultural machinery. AutoAps, Inc. provides options for either standalone software or comprehensive turnkey systems that include both hardware and software components. The modular design allows dealerships to select specific functionalities such as Accounting and Payroll, Parts Inventory, Service Writing, Finance and Insurance, or Buy Here Pay Here, tailoring the solution to their unique needs. Additionally, the software is compatible with AFS F&I software, enhancing its usability. Established in 1998, AutoAps introduced its first accounting software version in 2001, marking a significant milestone in its commitment to the automotive industry. Over the years, AutoAps has continued to evolve, ensuring that its offerings remain relevant and beneficial for dealerships.

Overseeing multiple independent systems can be quite challenging. Traditional paper-based systems tend to be unwieldy, labor-intensive, frequently disorganized, and not very effective. GeoViewer Online integrates various aspects of your operations, facilitating the management of work orders, asset maintenance, cost reduction, inventory tracking, and customer billing. This comprehensive solution empowers managers to supervise every facet of their organization using a single application. By utilizing GeoViewer Online, streamlining the daily responsibilities of the organization becomes straightforward. You have the capability to create, modify, assign, and evaluate work orders, inspections, and service orders both before and during fieldwork, ensuring tasks are completed efficiently. The map-centric interface of GeoViewer highlights GIS data, enabling you to leverage existing information while also allowing for edits, additions, and detailed analysis. Furthermore, you can access historical data alongside As Built and CAD drawings that are linked to specific locations, assets, or work orders, enhancing your operational insights. Overall, this technology significantly enhances productivity and organization within your operations.

In the current landscape of business, maintaining data integrity, adhering to internal policies and procedures, minimizing errors, and managing risk are crucial components for driving top-line growth. GLAnalytics offers a cloud-based analytics platform that facilitates financial reporting, actively monitoring financial data for discrepancies and potential fraudulent activities. This comprehensive risk management solution instills confidence by leveraging sophisticated algorithms designed to scan financial information in a proactive and secure manner, all through an intuitive interface not commonly found in other financial reporting tools. These algorithms not only identify anomalies but also conduct cross-reviews between various data components. Additionally, the analytics software incorporates robust encryption and secure access controls to ensure that sensitive information remains confidential. The application provides both logical and physical separation of client data, utilizing tiered certified storage for enhanced security. Furthermore, this cloud-based solution ensures scalability, with all data securely stored and access continuously monitored to maintain high standards of protection. The combination of these features makes GLAnalytics a reliable choice for businesses seeking to fortify their financial reporting processes.

VESTBERRY is portfolio management and reporting software for venture capital and private equity. The solution brings high level of automation to VC workflow, reporting, communication with limited partners and provide advanced analytics to make better investment decisions. We are on track to become the industry standard for portfolio management thanks to clients like Atomico – the 2nd largest venture capital company in Europe and an investor in companies like Wolt, Skype, and Stripe.

Forecasting can be difficult and it can be difficult to keep track of. We've made it easy, live, fast, and accurate. Log in, review your cash flow and get on with your life. We have a team full-qualified business advisors who can assist you with your growth planning, operations, fundraising, or investors. Ask us anything. We have cash flow, forecasting, and reporting software that is easy to use, fast to learn, and quick to implement. Predict uses all your accounting data to create a cash flow forecast. It doesn't end there. It's possible to predict the P&L, Balance Sheet, and Cash Flow for three years in just minutes.

A singular "source of truth" for the accounting interpretation of customer contract information. Monitoring Deferred Revenue at the most granular level with both roll-forward and forecasted perspectives. A user-friendly and regulated repository for Revenue Recognition guidelines articulated at the necessary detail. The standalone selling price library (SSP) acts as a dynamic and accessible resource that encompasses all SSP details at the product level, fully integrated with your pricing catalog. The automated tracking and amortization of deferred commission expenses throughout the anticipated duration of contracts is also included. It entails the identification of all performance obligations while considering variable factors as outlined by ASC 606. Accounting systems must uphold a higher standard of controls, encompassing rigorous security measures, user access permissions, built-in balance reconciliations, and preventative measures to ensure completeness and accuracy. Furthermore, it provides real-time revenue reporting across various levels, dimensions, and time frames. This allows for precise trend analysis and facilitates clear explanations of any changes that occur. Additionally, the system fosters a robust framework for compliance and audit readiness.

Flintfox is the world's leader in Trade Revenue Management software solutions. This includes complex pricing, promotion pricing and rebate management. Our experience spans over 30 years in delivering solutions across supply chain chains with a focus manufacturing, wholesale distribution, and retail industries. Flintfox solutions give our clients a competitive edge, enabling them be more flexible, competitive, and profitable.