Best Finance Software with a Free Trial of 2025 - Page 81

PULPS is a sophisticated tool to price commercial loans and understand the profitability of loans. This is technology that banks and credit unions all can use. The Hurdle Group offers PULPS as software as a Service (SaaS), or on-site software to help you understand the pricing of commercial loans. Through better pricing for their commercial loans, we give banks a competitive edge. Optimizing your loan terms and rates can increase your commercial loan portfolio's profitability. You can make $10,000 per year by adding 1 basis point to a 100-million dollar loan portfolio. Banks must also demonstrate profit in loan pricing and consistent, reproducible methodology to regulators. Request a free trial account to try the PULPS online loan pricing model. Or, start with an online demo.

The Blueprint Loan Origination Software platform boasts a vast array of built-in features and integrations, making it an ideal choice for your loan origination system. You can quickly customize your workflow and lending products using preconfigured modules in just a matter of minutes. Rather than being a hindrance to your implementation process, your loan origination platform should serve as a swift facilitator for your intelligent strategies. You have the option to automate decisions for even quicker processing times or improve your manual processes with a comprehensive toolkit for administrators. Thanks to the capabilities of FNI DecisionCore™, the lending process becomes both flexible and automated. This robust engine for efficient loan origination enables rapid adjustments to scorecards and testing of decision strategies, all happening as quickly as your morning coffee brews, ensuring you stay ahead in the competitive lending landscape. By utilizing these advanced features, lenders can enhance their operational efficiency and ultimately provide a better experience for borrowers.

Metada empowers you to take control of your business operations, eliminating the need for constant back-and-forth communication among product, marketing, and IT teams. With a framework that executes your business model as applications precisely as you design them, you and your business teams can directly and instantly adjust products, pricing, and offerings to observe their immediate impact on profitability. Flexibility is at the core of the Metada philosophy, enabling straightforward configurations for nearly every aspect of your business. You can easily modify product catalogs, pricing models, and offer packages, ensuring that these adjustments are consistently applied across various sales channels and customer segments, allowing for a detailed analysis of the effects of your business choices. Remarkably, all of this can be accomplished within Metada without the need for any programming skills, streamlining your operations and enhancing decision-making capabilities.

Are you in search of a supplier management solution? Look no further than NextBuy, the ideal SRM tailored to meet your needs! With NextBuy, you will benefit from a variety of essential features designed to enhance your operations. It ensures timely management of deadlines while consolidating all necessary documents in a single location. Additionally, NextBuy provides organized eCatalogues for easy access to product information. Make informed decisions with the help of thorough data analysis, as NextBuy generates detailed statements, reports, and comparisons for your convenience. Serving as a purchasing and tendering platform, NextBuy bridges the gap between Buyers and Suppliers, fostering efficient B2B transactions. For years, we have been dedicated to empowering Purchasing Departments, helping companies gain a competitive edge and improved efficiency. Our goal is to fully digitize purchasing processes, unlocking new possibilities in the realm of procurement. Experience the future of purchasing with NextBuy as your partner!

Union | platform offers a comprehensive digital backbone that fosters innovation, smart automation, and transformation across various domains. Its modules encompass essential functions such as client records, messaging, deal management, payments, accounting, and reporting, enabling efficient management of vital business processes. With an agile architecture that is both customizable and Cloud-hosted, this platform ensures seamless operations and adaptability. Supporting a wide array of financial services, including Banking, Credit Unions, and Lending, the digital core presents a fully integrated infrastructure from front to back for delivering financial services. Utilizing advanced technology, your business gains the flexibility, scalability, and efficiency needed to thrive while maintaining reliability. The landscape of Financial Services is evolving rapidly; shifts in client demands, market dynamics, and technological advancements are transforming the industry at an unprecedented pace. Organizations that rely on outdated legacy systems find themselves at a disadvantage, while those embracing digital advancements are able to secure a competitive edge by realizing both immediate and sustainable benefits, positioning themselves for future success.

Originally, Efficient App was solely focused on debt collection, requiring considerable manual effort for many processes. However, following a significant upgrade, it now boasts comprehensive Customer Relationship Management (CRM) capabilities. Just like in the past, Efficient App enables InterStation agents and back-office personnel to track accounts from the initiation of a claim all the way through to its resolution. Both customers and agents can easily monitor each stage of the process. With the new enhancements, a majority of tasks are now automated, minimizing the potential for oversights or mistakes. For example, all incoming and outgoing emails—whether from the debtor, agent, customer, or a third party—are automatically organized and stored in the relevant account along with appropriate notes. Additionally, when an action is initiated that demands attention from one or more individuals, it automatically updates their personal calendars with the necessary task and its deadline, ensuring everyone stays informed and accountable. This transformation not only streamlines operations but also significantly improves communication and efficiency within the team.

FINTRX delivers precise and thorough intelligence on private wealth, enabling you to secure additional meetings, enhance operational efficiency, and broaden your professional network. Our platform provides insight into global family office entities and the key decision-makers within them. Leading financial institutions utilize our advanced algorithms and extensive research capabilities to navigate the intricate and swiftly evolving private wealth landscape more effectively. With FINTRX, you gain access to detailed private wealth data on Family Offices and Registered Investment Advisors (RIAs). This ensures that you receive up-to-date and reliable information, which propels your ability to arrange more meetings, improve efficiency, and foster business growth. Instantly identify relevant decision-makers utilizing potent search filters and queries tailored to your needs. Moreover, you can sift through various investment interests, assets under management (AUM), asset flows, intent signals, potential collaborators, and much more, enabling you to uncover critical data precisely when you require it. Our platform is designed to support your strategic initiatives and drive your success in the competitive financial landscape.

VORTAL is a global leader in eSourcing solutions and eProcurement. Everyday thousands of buyers, both public and private, can do business with international suppliers through our platform. We are more than an eMarketplace that uses cloud technology. We are procurement specialists who make business easier through innovation and cutting-edge technology. Our technology and our team of experts provide the right solution for customers, no matter what the problem.

Protect your international operations with an all-encompassing, cloud-based compliance management system specifically crafted to ensure that your various legal entities adhere to regulations. ComplyGlobalTM serves as an innovative cloud platform that enables you to monitor and manage both domestic and international regulatory obligations in real time, effectively mitigating compliance risk. Our sophisticated algorithm automatically generates a real-time compliance library and a personalized calendar, streamlining compliance tasks for each legal entity, while also adjusting to regulatory changes seamlessly. Developed by experts in finance and compliance, ComplyGlobal empowers you to take charge of your compliance management with ease. By implementing an efficient, holistic compliance management strategy, you can enter your essential data, allow our algorithm to operate, and utilize our platform to proactively oversee your global compliance requirements through our advanced compliance software. This approach not only enhances efficiency but also strengthens your organization's commitment to regulatory adherence.

We assist B2B companies like yours in refining pricing strategies and enhancing sales to attain reliable and lucrative results while unlocking your limitless commercial capabilities. Our approach utilizes a combination of our exceptional talent, effective processes, and advanced technology. Discover our top-tier solutions designed to unleash the full commercial potential of your offerings, validated by leading companies around the globe. Vendavo Pricepoint stands out as a cloud-based dynamic price management software that consolidates all essential pricing information into a single, secure location. With this tool, pricing teams can establish and oversee their pricing strategies through customizable rules and calculations. This adaptable pricing framework can seamlessly extend across various products, regions, countries, channels, and customers, ensuring that pricing remains accurate and appropriate in every situation. Additionally, by leveraging our innovative solutions, organizations can gain a competitive edge in their respective markets.

TrueAccord stands out as a premier platform for recovery and collections, utilizing advanced machine learning along with a user-friendly digital interface. With our innovative HeartBeat technology, you can enhance recovery speed as it continuously adapts and optimizes engagement strategies. Our scalable delinquency infrastructure is designed to handle any volume of collections or recoveries effortlessly. Empower individuals with the option to manage their debts through a dynamic, self-service digital platform. Connect with consumers effectively by delivering the appropriate message through the ideal channel at the most opportune moment. This platform is tailored for managing early-stage delinquency in first-party collections. Additionally, the Retain feature not only improves recovery rates but also helps maintain consumer relationships while fundamentally altering the financial dynamics of your organization. By leveraging these advanced tools, businesses can achieve greater efficiency and profitability in their recovery processes.

Quickly gather and merge datasets from various origins, such as flat files, internal databases, and publicly accessible information. Develop repeatable processes that facilitate both simple and intricate data quality enhancements, along with insight extraction, all without the need for coding. The platform's ability to operate in parallel allows it to efficiently handle any data volume. Collaborate with international teams in a secure and organized environment that promotes swift development and knowledge exchange. Access data produced by teams while retaining ownership without the necessity of transferring it. Monitor the progress of tasks and the execution of both automated and manual processes. Implement Activity-Based Costing techniques to distribute fixed and variable costs, ultimately creating a detailed and comprehensive profit and loss statement. Gain insights into and anticipate cost fluctuations at both component and assembly levels for all products, suppliers, and locations. The combination of flexible workflows, standard transformations, and the option to create custom functions results in a highly versatile and effective platform for addressing challenges, enabling teams to respond swiftly to changing needs. This adaptability ensures that organizations can continuously improve their operations and decision-making processes.

We provide comprehensive CIS and billing solutions tailored for the contemporary utility sector. Envision offering innovative products that empower your customers to determine their payment timing and methods. By utilizing smart meter data, we enable advanced rating, billing, and customer service interactions. Our adaptable architecture simplifies implementation, including transitions for existing clients if necessary. Enhance customer attraction and retention, maintain a competitive edge, and oversee your operations in real time. Transform your smart meter infrastructure into a revenue-generating asset by presenting your customers with diverse rate and product choices without the hassle of integrating with existing billing systems. Maximize the benefits of your AMI investment by providing customers with the option of a smart meter equipped for Prepaid functionality. In a landscape where companies need to distinguish themselves, having a strategic plan that resonates with consumers is essential. Ultimately, addressing the needs of the digital consumer, who is placing increasing demands on your business, is paramount for sustained success. By doing so, you can ensure your organization remains relevant and responsive in a fast-evolving market.

Rerun is designed for any enterprise, organization, or association that seeks to streamline their recurring billing processes for subscriptions or memberships while facilitating recurring payments through credit card transactions. Tailored specifically for Australian businesses that need to comply with tax and GST regulations, it offers a secure payment solution through MYOB PayBy and integrates smoothly with MYOB AccountRight Live for easy reconciliation. Users can automatically dispatch personalized emails triggered by certain events, such as payment completions or credit card declines. It enables businesses to process customer payments through credit cards or ACH in a manner that suits their distinct requirements. Offering adaptable subscription plans, Rerun allows users to create as many payment streams as necessary. Additionally, it reduces the occurrence of expired and declined transactions by simplifying customer access to their payment details, making the overall experience more efficient for both businesses and their clients. This comprehensive solution ensures that organizations can focus on growth, while Rerun manages the intricacies of payment processing.

Ixaris Payments offers a virtual card platform that transforms payment expenditures into revenue, enhances working capital, facilitates automation, and reduces both overhead costs and fraud risks. Turn your payment costs into profit by taking advantage of virtual card rewards. Utilize scheduled card loads alongside automated cash flow notifications to optimize your working capital. Streamline your reconciliation process by linking booking references to transactions. Generate virtual cards in 24 different currencies and make payments in over 200 currencies supported by Visa and Mastercard. Our team diligently analyzes millions of transactions to provide clients with the most current data on card acceptance and merchant fees. By integrating these valuable insights with comprehensive card testing information, we collaborate with our clients to ensure that every payment generates maximum value. Additionally, our commitment to innovation means we are continuously improving our services to better meet the needs of our clients.

We possess a deep understanding of small and medium-sized businesses, but your insights into your company are unparalleled. Join us as we offer a tailored solution for expense reporting that simplifies tasks through user-friendly web and mobile applications, complete with integrated tools designed to enhance your company's expensing workflow and maximize efficiency. ExpensePath revolutionizes the expense reporting experience for everyone involved, from employees to finance teams. We transform tedious and time-consuming tasks into efficient processes through an intuitive interface that seamlessly integrates with your credit cards and accounting systems, allowing everyone to focus on more critical responsibilities. Our platform is adaptable to any accounting structure, fully aligning with your accounting codes to enable the effortless export of multiple approved expense reports with just a click. Establish travel and entertainment policies that align with employee expectations, featuring straightforward guidelines and automatic alerts or rejections for non-compliant submissions. Additionally, credit card data is automatically routed to cardholders within ExpensePath, alleviating their workload while facilitating effective management of the overall process, ultimately leading to a smoother financial operation. With ExpensePath, you not only simplify expense reporting but also empower your team to work more efficiently.

The GMS Revolving Loan Servicing Software stands out as a powerful and all-encompassing solution, offering one of the leading tools for portfolio management in the industry. This software is crafted to accommodate nearly any loan program, efficiently managing the daily operations essential for effective portfolio oversight while also providing comprehensive reporting functions. Organizations involved in micro-loan initiatives, as well as those focused on economic and community development, find GMS Revolving Loan Servicing Software to be a dependable, efficient, and cost-effective means of organizing their loan portfolios. It adeptly manages loan profile information, tracks transactions, and fulfills the reporting obligations set by both state and federal entities. Specifically tailored for organizations that need to monitor diverse funding sources, including those with multiple funding streams, GMS-RLSS simplifies the processes of recording repayments and disbursements while allowing users to instantly access loan histories. This level of efficiency and organization makes it an invaluable asset for any financial institution.

The absence of a comprehensive technology platform hampers your mortgage team's ability to efficiently and consistently transform leads into sales, leading to missed opportunities from both leads and pre-approvals due to inadequate follow-up with customers. Furthermore, there is currently no technology available to manage the entire deal flow process—from initial lead to pre-approval, through to approval, ongoing mortgage workflow, document management, and ultimately, funding and sales reporting—integrated within a single platform. Additionally, existing enterprise-level technology solutions lack the scalability and affordability needed to grow alongside your business. Revo aims to boost your revenue by effectively converting more leads into sales through its sophisticated management of leads and pre-approval processes. Moreover, Revo is designed to improve the customer experience by facilitating customized communications and delivering relevant information that aids potential buyers in their decision-making process. By integrating all these features, Revo ultimately allows your mortgage team to operate more efficiently and effectively, significantly enhancing overall productivity.

Suppliers can effortlessly register within the system through a user-friendly step-by-step wizard. After completing their registration, they have the ability to manage their profiles, explore upcoming events, and review their previous activities with ease. Our solutions are designed to foster closer connections between buyers and suppliers. Suppliers receive automatic notifications based on commodity codes regarding pertinent bidding opportunities. Meanwhile, contract administrators and essential stakeholders are alerted at user-defined intervals about impending contract and insurance certificate expirations. The eProcurement Suite is equipped with built-in error-checking mechanisms to guarantee that all bids and RFPs are submitted accurately. Furthermore, customizable fields enable users to clearly define response expectations, such as text, drop-down options, and percentages, which standardizes information for straightforward comparisons. This streamlined process ultimately enhances efficiency and collaboration within the procurement ecosystem.

A powerful, integrated platform for managing receivables that optimizes your workflows. You can create effective workflows, collaborate with colleagues, follow up better, get paid quicker, and increase cash flow. Your team can come together on one platform around a workflow that suits your business. You can assign accounts to different roles, streamline follow up campaigns, and view and track the performance of all levels of your staff. Innovative tools within FG Receiveables Manager can help you accelerate your order-to cash cycle by as much as 5x. Don't let past due accounts slow down your team's productivity. You are entitled to be paid. Powerful Reporting and Analytics -- Analyze your accounts, generate smarter interactive reporting, and use Funding Gates for easy customer account prioritization. Funding Gates monitors your receivables to recommend who you should contact. Eliminate Spreadsheets and Notepads

The loan modification and short sale software platform comes with a comprehensive library of industry-specific forms for loss mitigation that seamlessly auto-populate within the system, including documents such as the HAMP RMA, 710 Form, lender loan modification packages, 4506-T, hardship affidavits, third-party authorizations, and tailored loan modification proposals, among others. Law firms focused on foreclosure defense often require a robust software solution to manage ongoing case updates effectively among their teams. Our dedicated foreclosure defense software efficiently generates legal documents, including retainer agreements and motions, as well as all essential industry forms. Additionally, the integrated calendar feature organizes crucial court dates, filing deadlines, sale dates, and other important events that need to be monitored by the entire staff. Recognizing the significance of bankruptcy in loss mitigation tactics, we have incorporated fields specifically designed to facilitate the processing and tracking of bankruptcy cases, encompassing income, expense, and liability worksheets. This comprehensive approach not only streamlines the workflow but also enhances collaboration within the firm.

While numerous systems may only automate certain aspects of your business, the comprehensive integration offered by the Decision Builder significantly enhances operational efficiency by removing manual and repetitive tasks. This system eradicates the necessity to re-enter data across various platforms and mitigates the data silos that often arise from using multiple software solutions. As a result, both front-line employees and management can easily access crucial, accurate, and current information, empowering them to provide superior customer service and make well-informed decisions. The user interface of the system is designed to be straightforward, intuitive, and user-friendly, facilitating quick implementation, easy training, and seamless daily use. By incorporating role-based logins and tailored menu systems, users are granted access exclusively to the tools and functionalities pertinent to their roles, thereby eliminating operational confusion and enhancing overall productivity in the workplace. This streamlined approach not only simplifies tasks but also fosters a more cohesive work environment where collaboration thrives.

Manage your business's financial aspects effortlessly with our comprehensive solution that covers sales invoicing, purchases, business expenses, cash flows, financial reports, and tax compliance—all essential elements for effective accounting! Our user-friendly entry screens can cut down the time you spend on paperwork and bookkeeping by an impressive 80%. Your data is securely stored on our Windows Azure servers, featuring 256-bit SSL encryption, unlimited storage, and automated backups for peace of mind. Stay informed with real-time financial reports that empower you to monitor the health of your business effectively. We assist you in managing the inflow and outflow of cash to sustain a robust cash flow. No prior accounting knowledge or software training is necessary; the intuitive interface allows you to start within seconds. If you have any inquiries, feel free to reach out to us via phone or email. Experience the freedom of online accounting, allowing you to access your data anytime, anywhere, and from any device. With our cloud-based accounting software, convenience is just a click away, ensuring you stay on top of your financial game!

Managing invoices and chasing payments can be incredibly tedious. By choosing to invest in SimpleBooks, you can eliminate these challenges for good — our platform effortlessly creates and dispatches invoice templates, along with sending timely reminders to clients for overdue payments. Additionally, our user-friendly quoting feature simplifies the process of bidding for new business opportunities. Whether you’re a freelancer, contractor, or a director of a limited company, keeping track of your financial details is essential. Say farewell to cumbersome paperwork, as our system consolidates reports and reconciled bank statements into an integrated platform. With just a quick glance, you’ll gain insights into how these elements impact your profits and the overall trajectory of your business, allowing for more informed decision-making. Embrace the ease of financial management with SimpleBooks, and take your business to new heights.

In the contemporary business landscape, it is crucial for wholesalers and distributors to align their departments, enhance employee productivity, and maintain the precision and availability of their business information. Distribution One offers a comprehensive ERP solution specifically designed for wholesale distributors, featuring tailored options for the industry. This solution is accessible both in the cloud and on-premise, providing an intuitive distribution management system that is both budget-friendly and straightforward to implement, equipped with exceptional functionality to optimize value and profitability. With its order management capabilities, Distribution One enables seamless processing of orders and fulfillment across various warehouses and sales channels. The integrated order management system relies on immediate access to essential data, such as customer information, stock levels, and pricing, to refine and automate the ordering process, thereby minimizing expensive manual mistakes. Additionally, the ability to easily adapt to changing market demands makes Distribution One an invaluable asset for distributors aiming to thrive in a competitive environment.