Best Finance Software with a Free Trial of 2025 - Page 79

Neon offers a variety of distinct features such as Billing, Rate Management, CRM, Reporting & Monitoring, various integrations, and Account Management to enhance the efficiency of your management tasks. It encompasses all aspects of financial operations, including Billing, Invoicing, Settlement, and Netting, ensuring that every financial need of a business is adequately addressed. You can streamline the entire billing process for a growing number of interconnect partners while simultaneously cutting costs and minimizing errors in a process often fraught with inaccuracies. Rate Management capabilities include organized Customer and Vendor Rates, Least Cost Routing (LCR), A-Z generation, unlimited rate tables, centralized rate management, and the ability to export rates in various switch formats, along with scheduling and importing vendor rate sheets. By consolidating all sales communications into a single platform, productivity is significantly enhanced. The CRM functionality features Opportunity and Task Management, monitoring of Account Activities, effective Lead and Account Management, workflow optimization, and robust Online Contact Management, making it easier to track and manage customer interactions. Overall, Neon is designed to facilitate a seamless operational flow across multiple business functions.

Chargent Payment Processing for Salesforce stands out as the premier payments application available on the Salesforce AppExchange. This solution is entirely native to Salesforce and is designed to accommodate both credit card and ACH payments for one-time or recurring billing, all while being lightning-ready. With Chargent, you gain total control over your payment processing activities, seamlessly managing everything within Salesforce, where your customer information resides. Easy to install as an add-on, this highly adaptable platform has been implemented by numerous organizations since its inception in 2008. Chargent offers out-of-the-box integrations with over 30 direct payment gateways, along with developer tools that facilitate customization to align with any business workflow. Users can securely process phone payments through an intuitive interface, and Chargent allows for simultaneous use of multiple gateways to cater to different business units. Its extensive features make it an invaluable asset for businesses looking to streamline their payment processes.

Connect all your employees, suppliers, and partners through a seamless global network that enhances collaboration across every process. By centralizing all purchasing applications on one platform, you can foster an environment where both your workforce and essential applications can transparently access and share data. Empower your employees by providing them with limitless access to a variety of applications, ensuring that wescale is suitable for organizations of any size, whether they have fewer than 100 or more than 100,000 users. With wescale's advanced search capabilities, managing 100 million items for your employees is effortlessly achievable. Additionally, leverage wescale as a centralized platform for both internal and external communication, facilitating smooth exchanges and messaging. As an open integration platform, wescale transcends the limitations of single-manufacturer products or technical constraints, offering unparalleled versatility and support for diverse operational needs. This adaptability allows businesses to evolve and grow without being hindered by their technology choices.

Our digital lending solution offers a robust fintech decisioning engine designed to empower your online lending enterprise, featuring an intuitive website interface, loan origination capabilities, account servicing, and essential tools for effective portfolio management. This top-tier online lending platform is driven by our exclusive fintech decision engine, providing a comprehensive, customizable end-to-end solution that integrates website functionality with a sophisticated decision engine and a loan management system to facilitate online loan originations. Cortex excels in merging our platform with professional services, delivering exceptional consumer marketing, loan servicing, compliance, and investor support specifically tailored for the subprime market, ensuring that you have all the necessary resources to thrive in this competitive landscape. Additionally, our commitment to innovation and customer satisfaction sets us apart in the fintech industry.

In the current landscape of global and competitive commerce, the demand for prompt and precise financial data is significant; however, numerous companies continue to rely on various financial information sources, multiple software platforms, and even outdated departmental spreadsheets, leading to inconsistencies and avoidable delays in accessing vital information. This reliance on disparate systems is unexpected, given that a clear view of a company’s financial health and performance is essential for making informed and strategic business decisions. Enhanced integration of financial data sources could greatly improve this situation.

With the increase in payment channels, the avenues available for fraudsters have also expanded, raising the potential liabilities for banks significantly. The rise of real-time payments, Open Banking, and digital interactions only serves to escalate these issues further. Conventional anti-fraud measures struggle to effectively thwart payment fraud, as they typically depend on numerous static and reactive rules that are inadequate for identifying emerging fraud patterns and often generate excessive false alarms. By utilizing cutting-edge 3D artificial intelligence (3D AI) technology, the NetGuardians platform, known as NG|Screener, provides real-time surveillance of all bank payment transactions, enhancing fraud detection while minimizing false positives. This advanced system pinpoints suspicious payments linked to social engineering tactics or scams, such as invoice redirection, romance fraud, and CEO impersonation, while also correlating these incidents with indicators of digital banking fraud, including eBanking and mBanking sessions compromised by malware or takeover fraud stemming from identity theft. As the financial landscape continues to evolve, innovative solutions like NG|Screener are essential for safeguarding banks and their customers against increasingly sophisticated fraud threats.

You can increase recurring revenue and keep your subscribers happy. MarketONE is a subscription platform that provides subscription intelligence to customers for retention, growth, and acquisition. Vindicia Retain is powered by subscription intelligence and turns failed transactions into customer relations. We have a deep understanding of subscription billing and how it works to keep customers happy throughout the entire subscription lifecycle. Retention is the new growth for businesses that offer subscription-based services. Is your team giving their all to retention? These proven strategies will help you overcome the top contributors to involuntary and active cancellations. Subscription-based businesses are booming. As consumers make fundamental changes in the way they buy goods and services, subscription services are booming for entertainment, home goods and connected fitness.

Global Wealth Enterprise Solution, known as Global WealthES™ (previously referred to as TrustPortal), offers a robust and all-encompassing Wealth Management platform designed for both large and medium-sized financial institutions, allowing them to operate with maximum efficiency. This solution provides a complete suite of features that are intricately linked to facilitate seamless processing, resulting in significant scalability and operational effectiveness. The application encompasses a wide array of functionalities, including Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and advanced data analytics for enhanced business intelligence. Additionally, it supports trading through an integrated FIX engine, connecting to over 400 brokers for immediate trade execution and confirmations. With comprehensive reporting capabilities, both internal and client-facing reports and statements, as well as integrated data mining tools, the platform also ensures mobile accessibility across all devices, making it a versatile solution for modern wealth management needs. Overall, Global WealthES™ stands out as a vital asset for financial institutions looking to elevate their wealth management services.

The Business Office manages a variety of financial responsibilities, including handling tuition and incidental invoices, processing various payment methods, and reconciling these transactions with the general ledger. With TADS Tuition & Billing Management, your workflow can be automated, accuracy enhanced, and follow-up communications with families conducted seamlessly on your behalf. This translates to reclaiming precious time in your busy schedule! By providing families with options that align with both your requirements and theirs, you can enhance the affordability of private schooling and foster a more diverse student population. TADS Tuition Management empowers you to tailor tuition agreements to meet your school's specific needs and the unique circumstances of each family. Each agreement can be customized for individual children, offering optimal flexibility. Streamlining your billing system not only boosts accuracy and efficiency but also allows your administrative team to focus more on building relationships with families, even regarding billing matters. In doing so, you create a more supportive environment that benefits everyone involved.

FTNI's ETran Online Payment solutions provide various secure methods for processing both one-time and recurring payments through ACH and credit/debit cards, while also ensuring that transaction details are automatically recorded in your back-office accounting, ERP, or CRM systems. Offering three distinct online solutions—Fully-Hosted, DirectForm, and DirectPost—users can choose the integration that best aligns with their specific business processes and workflows, creating a tailored user experience. By adopting this scalable SaaS platform, organizations can grant their customers greater control and visibility over transactions, all while benefiting from top-notch security and compliance measures. With the flexibility to work with your existing banking, merchant processing, and back-office relationships, FTNI's ETran platform streamlines the entire payment acceptance, management, and cash application process within a single, efficient system, providing a convenient and contactless solution for all parties involved. This comprehensive approach not only simplifies payment handling but also enhances operational efficiency across the organization.

An all-encompassing web-based solution designed to oversee every facet of an investment management company, this state-of-the-art portfolio management system operates entirely in the cloud and boasts a multitude of features. Within a single platform, you will find tools for front, middle, and back office functions, as well as investor relations, operations, and treasury management. While we handle Perfona for you, you can maintain a streamlined operation and reduce your exposure to operational risks. Are you currently at a point where enhancing your IT infrastructure is essential for establishing greater resilience and confidence in your operations? Whether it’s creating tailored applications, formulating and executing disaster recovery testing plans, or establishing cyber security protocols, the OpEff IT team is ready to collaborate with you to achieve your objectives efficiently. Additionally, our expertise ensures that we can adapt to your unique business needs, allowing for a more personalized approach to your IT challenges.

Ensure accurate allocations consistently. Automatically compute and apply sharing percentages exclusively to funds authorized to incur expenses. Streamline accounts payable across the entire firm, granting seamless access to exact expense reporting. By using EAS, you can prevent penalties for misallocations and automate allocation policies, guaranteeing that expenses align with fund agreements and disclosures. The conventional method of distributing expenses among funds is often complex and unclear. Additionally, intricate Excel-based allocations frequently harbor concealed errors because of insufficient controls. Such allocation errors can jeopardize asset managers, leading to potential reimbursement delays or misallocations, which can ultimately affect their financial integrity. Embracing automated solutions can significantly enhance accuracy and transparency in expense management.

Effortlessly achieve compliance with IFRS 16 and ASC 842 standards using IRIS Lease Accounting. This innovative solution enables organizations to automate their compliance processes with the latest lease accounting regulations, streamline leasing operations, unify strategies across departments, and enhance leasing results. IRIS Lease Accounting is a reliable tool that simplifies adherence to both IFRS 16 and ASC 842. Finance professionals from various sectors, including publicly traded companies and governmental organizations, trust IRIS Innervision to revolutionize their leasing workflows, consolidate their data, and automate compliance with lease accounting standards. By eliminating inefficient spreadsheets, businesses can easily meet the latest lease accounting requirements, ensuring ongoing compliance year after year while also gaining valuable insights into their leasing activities.

Innovative Wealth Management solutions are available for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We transform various input formats and protocols from multiple sources into a single, standardized output format. This standardized approach allows our data formats to be 'reused' for creating new interfaces as needed, which greatly cuts down on the time required to implement new functionalities. Financial institutions can offer their clients a secure and standardized data service through m2Data with minimal impact on daily operations. Moreover, m2Wealth stands out as one of the few providers equipped with fully functional EBICS capabilities. M2 has established 'connectors' with numerous European Custodians and Banks that have chosen EBICS as their preferred connection protocol, ensuring global daily distribution. As the number of Banks and Custodians opting for EBICS continues to rise, M2 is actively collaborating with these financial institutions to enhance their services. By streamlining data management and fostering connections, M2 empowers financial entities to operate more efficiently in a rapidly evolving market.

Effective spend intelligence begins with high-quality spend data. However, many organizations face challenges due to their procurement data being scattered across various systems, each with its own inconsistent taxonomies and errors, leading to poor data quality. SpendHQ addresses these issues by optimizing all your spend data, regardless of its origin, and providing insights informed by procurement practices that enhance category management, ensure contract compliance, promote supplier diversity, and more. The process is remarkably straightforward: SpendHQ transforms your disorganized raw spend data through a premier spend optimization methodology, achieving a minimum of 97% spend categorization accuracy. Our cutting-edge data strategy utilizes AI and algorithm-driven analytics, leveraging insights from over $5 trillion in spend and 100 million distinct vendor records that we have meticulously categorized over the years. Developed and supported by procurement specialists, SpendHQ stands out as the sole spend intelligence platform equipped to deliver profound expertise, empowering you to uncover, maintain, validate, and harness your spend insights effectively. By prioritizing clarity and accuracy, SpendHQ enables organizations to make informed procurement decisions that drive significant value and efficiency.

Remittance is an integrated solution made up of various interconnected modules that facilitate the operation of all parties involved in the process. It distinguishes between the roles of the remitter operator and the remitter agent. The management of essential reference tables, tariffs, and limits is the responsibility of the system owner. Additionally, agents can manage their own reference tables for customer service points and handle funds transfers, as well as generate reports related to remittances. The modular design of Canopus products enables businesses to select only the specific modules that meet their needs, ensuring a tailored approach to their operations. This flexibility allows for greater efficiency and adaptability in financial transactions.

Our innovative tools for financial planning and analysis cater to individuals who prefer simplicity while navigating complexity. We empower your teams to not only grasp the metrics but also to disseminate and leverage that knowledge for improved outcomes. With Unit4 Financial Planning & Analysis, your organization can swiftly and easily identify what truly matters and utilize that understanding to transform plans and concepts into actionable steps. Our cloud-based FP&A software offers efficient methods for your team to effectively harness financial data through enhanced performance management, comprehensive planning, budgeting, forecasting, financial consolidation, as well as advanced reporting, visualization, and analytics. By adopting a flexible and integrated methodology, we address all aspects of your organization's financial planning requirements, whether it's managing cash flow, overseeing operational budgets, or predicting sales, expenditures, and revenues. This holistic approach ensures that your organization remains agile and responsive in a rapidly changing financial landscape.

SAP S/4HANA is an advanced ERP solution tailored for modern enterprises, integrating artificial intelligence and machine learning for enhanced functionality. This cutting-edge system can be deployed on-premises, in public or private cloud settings, or through a hybrid model. With its future-oriented approach, SAP S/4HANA incorporates intelligent technologies such as AI, machine learning, and sophisticated analytics, enabling the transformation of business operations via intelligent automation. Powered by SAP HANA, a leading in-memory database, it delivers remarkable real-time processing capabilities alongside a streamlined data architecture. Users can select from a diverse array of capabilities within SAP S/4HANA, utilizing the latest technologies and automation to revolutionize their operational processes. These capabilities encompass various business functions, including finance, supply chain, manufacturing, sales, and distribution, ensuring comprehensive support for organizations. By leveraging SAP S/4HANA, businesses can enhance their agility and responsiveness in an ever-evolving market landscape.

Synertrade stands out as a premier global provider of digital procurement solutions, delivering an all-encompassing platform designed to aid businesses in refining their sourcing and procurement strategies. Its flagship offering, Synertrade Accelerate, presents a versatile and customizable array of tools that cover strategic sourcing, supplier management, contract lifecycle management, and procurement analytics, among others. By harnessing cutting-edge technologies like AI, machine learning, and data analytics, Synertrade enables organizations to boost efficiency, cut costs, and strengthen supplier relationships. The company places a significant emphasis on innovation and user-friendly design, catering to a diverse range of industries to help them optimize their procurement processes. Ultimately, Synertrade not only facilitates streamlined operations but also fosters enhanced transparency and control over spending management for its clients. Their commitment to empowering businesses with effective digital solutions sets them apart in the procurement landscape.

Offeris is an online platform designed to facilitate the easy creation and management of various business documents such as business proposals, sales orders, purchase orders, invoices, and warehousing records. The system allows for profit calculations based on multiple parameters, ensuring accurate financial assessments. Generating orders or invoices is straightforward, with the option to select from various template designs for PDF outputs. Additionally, users can monitor issued items and their order statuses effectively. The platform streamlines the process of creating purchase orders for suppliers, particularly for items that are currently out of stock, and allows tracking of required delivery dates and confirmation of deliveries. Users can also manage received and issued invoices, as well as create proforma invoices with the capability to generate tax receipts for payments received. Furthermore, the system enables the collection of invoices based on delivery notes, ensuring comprehensive tracking of all business transactions. Overall, Offeris provides a robust solution for managing vital business operations efficiently.

Offering top-tier, customizable Financial and Spend Management solutions designed to accommodate diverse budgets, our No Cost turnkey marketplace provides an Amazon-like shopping experience. Alongside our comprehensive procurement-to-payment solutions, SpendManagerPro™ is engineered to evolve alongside your growing needs while ensuring cost savings at every phase. Tailored specifically for the Educational Sector, SpendManagerPro™ benefits from over ten years of collaboration with key stakeholders to create innovative solutions aimed at enhancing efficiency, reducing expenses, improving compliance, and streamlining the user experience. With a wealth of over 35 years in the industry, our teams have crafted a diverse range of solutions focused on efficiency, adaptability, transparency, accountability, and regulatory compliance. Furthermore, CapitalSMP™ enhances the management of budgets, contracts, and projects, effectively minimizing the risks related to budgetary discrepancies and potential cost overruns. By implementing these advanced solutions, organizations can achieve a more strategic approach to financial management.

The portal has been crafted to assist you in staying informed about the newest regulatory changes while enhancing your comprehension of Global Fund Regulations. As the complexities of regulatory compliance intensify and present greater challenges, we find ourselves at the intersection of regulation and opportunity. This is the domain of Funds-Axis, a cohesive and straightforward integrated solution that serves as the focal point for the evolution of all your risk management, investment compliance, and regulatory reporting needs. Our approach is unified, offering a genuinely global solution that acts as a central hub to fulfill all your reporting responsibilities, all while being backed by a consolidated and skilled team. We operate across various jurisdictions and adapt to multiple facets of regulation. Our expertise lies in navigating regulatory intricacies and adapting to the ever-evolving landscape of regulatory requirements, ensuring that you remain well-prepared to tackle any challenges that arise. Your success in compliance is our priority, and we are here to guide you through the complexities with confidence.

An architecture compliant with PCI PA-DSS enables your business to significantly reduce both the scope and expenses associated with credit card transactions. With SmarterCommerce's seamless integration of Payflow™ and Computop's Paygate, support is provided for nearly all prominent payment methods. The PayCloud framework eliminates the need for hardware installation and streamlines the PCI compliance process. Over 120 customers utilizing JD Edwards have chosen SmarterCommerce as their preferred solution. Designed specifically for JD Edwards, SmarterCommerce Payment Processing offers extensive integration capabilities. The implementation strategy is focused, resulting in a swift and low-risk process that ensures quick returns on investment. By utilizing JD Edwards' integrated payments, businesses can enhance their existing e-commerce platforms through web service applications. Customers can enjoy the convenience of accessing and settling invoices online at any time through an integrated online portal. As organizations increasingly shift towards a holistic approach to payment processing, the demand for such solutions continues to grow. This trend indicates a significant transformation in how businesses manage their payment systems.

Our mission is to enhance your cash flow effectively. We offer a comprehensive solution that prioritizes cash generation, swift query resolution, and smart workflows. Your company stands to gain from heightened customer satisfaction, a reduction in Days Sales Outstanding (DSO) by 30% or more, and productivity improvements exceeding 50%. We recognize that time equates to money. CreditForce delivers unmatched match rates through an advanced automated cash allocation system that continuously evolves, resulting in substantial efficiency improvements. It automatically matches as much as 96% of customer receipts to invoices while cutting the time required for this process by 75%. With real-time account monitoring, you can establish precise credit limits and receive alerts about any modifications. Minimize bad debt risks by ensuring compliance with terms and credit limits through automation. Prepare your business for potential challenges by looking ahead. Simplify complexity with our state-of-the-art dashboard suite, which allows you to measure every Accounts Receivable KPI for optimal performance. Additionally, our system empowers you to make informed decisions that can lead to sustained growth and success.

KloudGin stands out as the sole integrated solution for field service and asset management, designed to operate seamlessly on a single, user-friendly cloud platform. It connects customers, employees, and assets while offering AI-driven access to information across any device. By merging Field Service Management (FSM) and Enterprise Asset Management (EAM), KloudGin eliminates operational silos, establishing a unified system tailored for specific industry needs. Its Artificial Intelligence continuously adapts based on daily activities and user behavior, allowing it to foresee future requirements and boost overall productivity. As a result, you not only work more efficiently but also streamline your processes and enhance revenue generation, creating a scenario where everyone benefits. This holistic approach ensures that all stakeholders experience significant advantages.