Best Finance Software with a Free Trial of 2025 - Page 86

Monitor your financial priorities effortlessly with CountAbout's easy-to-use budgeting tool and personalized categories. You can conveniently transfer your data from Quicken and Mint, manage unlimited accounts, and design tailored categories within a clean, ad-free environment. We prioritize your privacy and will never disclose your information. Our platform is reliable, secure, and entirely confidential. As there is no software installation required, you can access CountAbout from any location with an Internet connection. With CountAbout’s robust budgeting features, you can discover how a minor adjustment today, such as skipping a daily coffee, can accelerate your debt repayment or expedite your journey towards savings objectives. CountAbout also streamlines your financial management by automatically retrieving transactions from all your banking, credit card, and investment accounts, enabling you to easily identify unused subscriptions or other inadvertent expenses. This comprehensive approach ensures that you stay on top of your finances without the hassle.

Updapt is a technology company focused on environmental, social, and governance (ESG) that offers software as a service (SaaS) solutions tailored for enterprises and investment funds across various industries, scales, and regions. Their platform allows organizations to digitally monitor and manage the entire lifecycle of ESG data while calculating the carbon footprint for multiple locations, businesses, and portfolios, complemented by advanced analytics and reporting that adhere to global sustainability benchmarks. By leveraging these digital tools, companies can significantly improve their ESG performance through valuable data insights and competitive benchmarking. Additionally, Updapt has successfully engaged with a diverse range of key stakeholders, including investors, rating agencies, lenders, regulators, board members, customers, and supply chain partners, to drive meaningful change in sustainability practices.

The solution fully automates both EDI order processing and manual purchase orders processing and takes care of EDI 850 to 855 to 856. The solution meets all compliance requirements for the pharmaceutical industry. The solution can interact with third-party logistics firms and is fully configured for almost all pharmacies wholesalers and direct buyers. Other companies can also use the solution.

DMS - Decision Making Software - This PaaS environment implements end-to-end decision automation processes. Segmentation, scoring, value setting and instant API publishing are some of the key features. It is low-code, highly dynamic and can be used without any technical knowledge. To strengthen your business expertise, an account manager will get in touch with you. The platform is available in both Cloud and On-Premise versions. Benefits -Fast to market: The platform is ready for use in less than one week. -Ease in use: implementing changes to the logic takes only minutes. This means that you can save time when adding or changing products. -Instant API generator: generate instant, active, ready-to-be-integrated API with a single click, when the strategy is ready. -Version control: You can seamlessly switch between versions of your strategy. Dedicated account manager: will assist you in running DMS.

Financial institutions need efficient, reliable and customized IT banking software. We provide both technical and functional banking software consulting and support services to financial institutions that use the Temenos Transact (T24) core banking system and TAAT's WESE core banking system. We are also an official partner in the Mifos initiative. Client Management - Branch Management Multilingual - Document Attachment Unlimited Accounts - Customer Approval Process - Customer Closure and Blacklists - New Customer Verification & Approval Business Management - Social Performance - Measurement Accounting Reporting - Workflow Management - User Roles & Permissions Cash Management - Full Customization Financial Products: - Savings (Shared) Accounts - Current/Checking accounts Term Deposits Collateral Loans - Agriculture Loans - Open End/Top up Loans Line of Credit Loans - Incremental disbursement

UltimaBanq is a comprehensive banking software that delivers a white-label solution tailored for FinTech entities, such as Banks and Electronic Money Institutions. It facilitates IBAN accounts, SEPA and SWIFT transactions, and card processing services, welcoming clients from around the world, including those in high-risk sectors like eCasinos and unregulated financial entities. Crafted with robust security features, the platform adheres to EU PSD2 regulations and offers multi-level access, accommodating different roles and permissions for both clients and employees. Additionally, the user-friendly back-office can seamlessly integrate with extra features and add-ons. UltimaBanq also includes modules for Forex and CFD trading, functioning effectively as a Crypto Wallet or payment platform. To assist potential users, a demo is available for testing and exploration of its features. This allows prospective clients to assess the software's capabilities before making a commitment.

Orchestra offers equity management software that enables companies to establish connections with their investors and employees. Our services are particularly beneficial for businesses that have numerous stakeholders, as we assist them in fostering improved relationships with these parties. Additionally, we are convinced that investing in private enterprises can strengthen local economies while instilling trust among investors, ultimately contributing to a more vibrant financial landscape.

Metfin-MS is a versatile ERP solution tailored for the Metal and Surface Finishing industry. Leveraging our Integrated Business Management System, Metfin-MS equips your metal finishing operation with the essential tools to collect, organize, and swiftly retrieve crucial production and financial data. While it maintains an integrated framework, the software’s modular architecture encourages collaboration among all staff members, enabling seamless information sharing without redundancy or delays in data entry. Thanks to its adaptable structure, Metfin-MS can be set up to function on nearly any platform. The system also features daily tracking of precious metal prices, which automatically influences invoicing, as well as a method for distributing job revenue that is directly connected to general ledger accounts. Additionally, this software is designed to evolve alongside your business needs, ensuring that it remains relevant and effective as you grow.

Metfab-2000 is a versatile ERP solution crafted for metal fabrication shops. Utilizing our Integrated Business Management System, it equips your shop with essential tools to collect, organize, and swiftly retrieve crucial production and financial data. Its design is inherently integrated yet modular, enabling all team members to engage, share information, and avoid bottlenecks or redundant data entry. Thanks to its adaptable configuration, Metfab-2000 can operate on nearly any platform. This comprehensive ERP package encompasses a variety of features, including a customer relationship management (CRM) module, tools for quotes and job estimates, production scheduling and tracking for job orders, shipping orders, accounts receivable and payable, inventory management, purchase orders, time and attendance tracking, and a general ledger, among other functionalities tailored specifically for metal fabricators. With such a wide range of features, Metfab-2000 stands out as an essential tool for enhancing efficiency and productivity in metal fabrication operations.

Streamline data accessibility across various platforms and applications, enabling exploration, preparation, blending, analysis, and the provision of bot-generated insights whenever required. Design workflows in mere minutes to automate every phase of analytics, from initial data acquisition to the final presentation of insights, effectively eliminating shadow analytics. Foster collaboration among all stakeholders on a unified platform while ensuring auditability and governance of workflows. This comprehensive platform caters to supply chain, HR, sales, and marketing analytics, seamlessly integrating tools like Fivetran, Snowflake, DBT, Workday, Pendo, Marketo, and PowerBI. With a no-code approach, Savant empowers users to connect, transform, and analyze data using familiar functions found in Excel and SQL, all while making every step automatable. By minimizing the burden of manually handling data, you can redirect your focus toward insightful analysis and strategic decision-making, enhancing overall productivity.

Wealth Elite is a cutting-edge, white-labeled SaaS platform powered by Artificial Intelligence, designed specifically for India's leading financial advisors. This comprehensive solution includes features such as digital client lifecycle management, robust portfolio reporting and rebalancing tools, business intelligence capabilities, online transaction processing, goal tracking, video KYC, financial planning assistance, and in-depth research resources, all aimed at enhancing the advisory experience. Additionally, it streamlines operations and improves client interactions, making it an invaluable asset for financial professionals.

Incomplete oversight of controls creates opportunities for mistakes. With Cable, you can swiftly detect any compliance violations or control deficiencies across all your accounts. Whether you implement one control or manage a thousand accounts, Cable serves as your comprehensive hub for fully automated control monitoring as your business expands, all without the need to increase your workforce. Transition away from tedious manual sampling and embrace growth, confident in your compliance efforts. Accelerate your expansion knowing that new controls are rigorously tested from the very beginning. Achieve thorough controls testing coverage without needing extra personnel as you scale. By promptly identifying regulatory violations or control issues, you can avoid expensive remediation processes and lessen scrutiny. Furthermore, effectively showcase the success of your compliance program to important stakeholders, while significantly reducing the setup time typically required for quality assurance reviews. This means more time for strategic initiatives and innovation, ultimately driving your business forward.

Beacon-Core Banking Solutions delivers exceptional capabilities by merging cutting-edge technology with a user-friendly interface. Its web-based framework guarantees effortless connectivity from any device, enabling both bankers and clients to engage in banking activities with ease. Discover the transformative potential of Beacon-Core Banking Solutions as it enables financial organizations to optimize their processes, improve customer experience, and foster expansion. With its comprehensive array of features, banks can easily launch new financial products and services, broaden their portfolio, and enhance risk management and compliance controls, ensuring they stay competitive in a rapidly evolving market. Furthermore, this solution is designed to adapt to the changing needs of the industry, making it a valuable asset for any financial institution.

PaymentPlan makes it simple and easy to offer flexible payment plans to customers or "pay in installments". Automated nudges, messages and reminders eliminate admin and reduce customer support workloads. The seamless integration eliminates the need for technical knowledge or coding. Stripe is easy to integrate and takes only minutes to get started. There are no subscription fees, set-up costs or fees to the client. PaymentPlan gives you control over your business. You can choose the payment holiday options, the minimum amount, and the term length. QR codes allow you to instantly create a link which works across all social media platforms, emails or physical letters. You can use the system not only to offer payment plans to new customers but also to encourage overdue invoices into payment. Allowing smaller invoices to collected in an efficient manner will lead to a 38% rise in repayments. This will eliminate the need to send customers to outdated debt collection methods.

Striga serves as an all-in-one infrastructure for digital assets and financial services, providing a comprehensive suite of APIs that manage the intricate tasks of security and compliance with regulations. Among Striga's clientele are burgeoning FinTech firms, Web3 trailblazers, traditional banking institutions, and cryptocurrency exchanges, all of whom leverage its offerings that encompass services such as crypto custody, trading, card issuance, crypto/fiat onramping and offramping, as well as issuing virtual IBANs. With the robust APIs from Striga, businesses are empowered to: - Provide crypto accounts tailored for both individual and corporate clients - Generate virtual IBANs suited for retail and corporate needs - Create both physical and virtual cards for their customers' convenience, enhancing the overall user experience.

The VerifyOn platform is designed to assist banks, financial institutions, non-banking financial companies, and field verification agencies in carrying out physical verification tasks that are integral to the loan approval process, ensuring a comprehensive assessment of applicants. This solution streamlines the verification process, enhancing efficiency and accuracy in evaluating potential borrowers.

Our AI-driven software and robotic solutions are fully prepared to assist your business by providing exceptionally efficient bookkeeping and accounting services. These operations are managed by skilled accountants, allowing you to concentrate on enhancing customer satisfaction and driving growth. With our technology, you can streamline financial tasks and dedicate more time to strategic initiatives.

Kalansh is a complete finance and bank management system designed to improve the smoothness in financial operations. Pigmy agents can collect cash from customers using their smartphones and tablets through its Agent Mobile App. This is a convenient, error-free activity. This solution simplifies the gathering of information by allowing agents the option to select the client account number within the app and perform transfers in real-time. The funds are credited into the customer's CBS account immediately. Customers receive electronic receipts via SMS or print. This reduces the risk of fraud, and avoids delays in crediting pigmy amounts. Kalansh's simple user interface, portable devices and ability to accept payments online in real time, are all features that make it a great option for financial inclusion and doorstep banking.

Our comprehensive digital engagement platform aims to empower banks of all sizes around the world to create enjoyable mobile and web experiences for their clients, laying the groundwork for long-term success that transcends merely a quick time-to-market. By focusing on user satisfaction and innovative solutions, we ensure that financial institutions can thrive in a competitive landscape.

Basil is a user-friendly and feature-rich application designed for tracking portfolios and conducting investment research, catering to both beginners and experienced finance professionals alike. This app is equipped with powerful tools that enable users to effectively monitor and manage their investment portfolios, ensuring a smooth and engaging experience that simplifies the intricacies of financial markets. With its portfolio tracking capabilities, Basil offers real-time insights and analytics related to users' investments. The platform features a comprehensive dashboard that showcases asset allocation, investment performance, and historical growth metrics. Users can effortlessly track various securities, including stocks, bonds, mutual funds, and ETFs, with updates reflecting the latest market data. Customizable alerts notify users of significant changes and potential opportunities within their portfolios, keeping them well-informed. Furthermore, Basil functions as a robust research tool that goes beyond mere tracking. It collects a wide range of financial news and market data, providing users with in-depth analysis and access to advanced statistics that can enhance their investment decision-making process. This combination of tracking and research capabilities makes Basil an indispensable resource for anyone looking to navigate the financial landscape more effectively.

Incentrium, your cloud-based solution to share-based compensation. Managing programs, tracking forfeited grant, and initiating exercise. Valuation simplified for SOP, VSOP and other types of contracts, including RSU, PSU and RSU/VSOP. Innovative modular pricing, three speed modes, and innovative modular pricing make it easy. Reporting excellence through reliable, compliant reporting, flexible data slicing and multi-GAAP support.

FinWise, a modern tool for managing personal finances, allows you to manage your finances easily. FinWise offers budgeting, tracking your net worth, financial planning, forecasting and insights.

Taxon™, a solution for entrepreneurs looking to create a bill quickly and easily, is the perfect choice. Taxon™, an app for modern entrepreneurs, is dedicated to those who value their time and do not want to waste it with paperwork. Especially since it can now be done online. How much time will you save? It's better to put it in numbers: it only takes 4 clicks to create an invoice! All types of invoices - Generating invoices in PDF Send invoices via email - Send invoices via email Taxon supports 9 languages for invoicing in countries: Germany Poland Ukraine Netherlands Norway USA

Our credit card payment solution makes it easy for both buyers and sellers to buy. It's so easy! We partner with 10k NFT collection, website launches, and marketplaces to offer credit card options. This will increase NFT sales.

Kosh AI, an innovative software for reconciliation automation, is designed to simplify and optimize complicated financial tasks. Kosh AI's AI-driven automation is a powerful tool for bank reconciliation, Treasury management, and streamlining the reconciliation process. The software integrates seamlessly into your existing systems. It automates routine tasks, reduces manual errors, and provides real-time insights for better decision-making. Kosh AI offers a customizable and user-friendly platform that helps businesses of any size improve accuracy, save money, and reduce costs. Kosh AI is the perfect solution for managing multiple bank accounts, or overseeing treasury. It ensures efficiency, reliability and scalability. Get started today with Kosh AI and experience a more automated, efficient way to manage your finances.