Best Finance Apps for iPad of 2026 - Page 44

Ottimate (formerly Plate IQ), the leading AI for AP automation, is a product of Ottimate. Ottimate, an AI-powered AP automation, provides a smarter, more efficient way for AP managers to manage the invoice lifecycle. This includes controllers, CFOs, and approvers. Ottimate's deep learning capabilities allow it to understand your business and AP processes down to the line item, supporting a customized approval and payment workflow. Ottimate eliminates over 90% manual accounting processes and provides insights into invoices, spending and expenditures. This helps finance professionals discover growth opportunities. This allows CFOs to make better strategic decisions and improve the day-to-day of their entire team.

Zego (Powered By PayLease) is a property tech company that allows community associations and management companies to provide resident experience management solutions. Zego allows residential real estate operators to modernize the resident experience, increasing retention and operational efficiency. Everything seamlessly integrates into the property management system, from payments and utilities to communications. Gozego.com provides more information about how Zego fosters community engagement and efficiency.

Unified, automated ERP solution. The system will take care of everything else once you start a process. Automation is a great way to save time, money, increase efficiency, and reduce errors. Xledger allows you to use predefined queries, reports, and configurable reports. To access the underlying data, drill down to the lowest detail. Your ERP system and data can be expanded without the need for significant staff. Xledger provides financial management tools for all levels of education, from pre-primary to post-secondary. We combine multi-dimensional reporting and devolved budgeting into one integrated solution.

Pricefx provides an extensive array of price management and CPQ solutions. As a cloud-based platform, it allows for rapid insight into your data, facilitates adaptability to market fluctuations, and empowers your organization to pursue profitable growth opportunities. With a commitment to maintaining a competitive edge, these products are meticulously crafted to address both your current requirements and future aspirations. Equip your sales force to react more swiftly to inquiries, deliver quotes with enhanced accuracy and assurance, and secure a greater number of deals. Featuring a flawless Configure-Price-Quote function, alongside pricing simulations and calculations, you can give your sales team unparalleled response times for pricing questions and quote generation. Additionally, enhance your sales process with a versatile quote configurator and precise price calculations, ensuring error-free answers to all pricing inquiries. This level of efficiency not only boosts productivity but also strengthens customer trust in your pricing practices.

Inecta offers mission-critical ERP software to the food industry. Inecta Food is the core software that is powered Microsoft Dynamics 365 Business Central. It has many modules tailored for food & drink businesses. Inecta serves many verticals and sub-verticals in the food industry, including manufacturers, distributors and agribusinesses. Inecta Food offers many features that are tailored to food companies, including financial management, Purchasing, Sales and Inventory Management. Reports, Forecasting, Food Safety/HACCP Compliance, Catchweight, Recall Management and many more.

OnBase, Hyland’s flagship product is a single enterprise platform that manages your content, processes, and cases. OnBase centralizes all your business content and delivers the relevant information to you whenever you need it, no matter where you are. Your enterprise can increase productivity, provide excellent customer service, and reduce risk. OnBase is a single platform that allows you to build content-enabled apps. It can also be used to complement your core business systems. This will bring value to both your business units as well as your IT department. Rapidly create content-enabled solutions using a low-code platform for application development. This will reduce development time, cost, and silos within your department. OnBase can be deployed in the cloud, extended to mobile devices, and integrated with existing applications. All of this while leveraging the core strengths and security inherent to the OnBase platform.

Produce Magic Software has offices in Arizona and California. They strive to assist and service all fresh produce and perishables. These tools include EDI, GTIN barcoding including Walmart's new standard and automatic pricing, COOL, inspections, One-Button Forward & Backward recalls, shared costs of commodities/lots or costing down for a specific line item, detailed Profit and Loss reporting, and many more. Produce Magic is flexible and customizable. Our software, Produce Magic, is flexible and customizable. We have found that no two businesses are alike over the past 33 years. Request a live demo to see all our capabilities and get complete traceability of your produce.

We handle all your accounting and administrative tasks, allowing you to concentrate on the crucial aspect of expanding your business. Utilizing Xero and various cloud-based solutions, we provide our clients with an up-to-date, transparent view of their operations. You can access your financial records at any time and from any location, eliminating the burden of software expenses. Our system also includes automatic daily bank feeds and ensures you're ready for IRS inquiries with secure and easily accessible receipt storage. In the event of an audit, you'll be well-equipped to substantiate your expenses. Are you frustrated with complicated financial statements that are hard to comprehend? We offer both conventional reports and user-friendly visual representations, making it easier for you to grasp your financial situation. With our services, you not only save time but also gain valuable insights into your business's financial health.

Since 2010, our primary goal has been to make it easier for people to grow businesses. We have one of the most innovative payment platforms on the market to help us achieve that goal. PayHQ makes it easy to accept any type of payment, in any way you choose, and provides a single view of all of your payment information to help you make better decisions. Today, thousands of business owners in North America trust us to process their payments.

VisiumKMS is a QHSE software solution that facilitates the continuous exchange of information, scheduling tasks, and verifying actions between frontline personnel and management. Our company prioritizes environmental, social, and governance (ESG) practices in every aspect of our development process, ensuring our solutions align with these core principles at every turn. The challenge of achieving comprehensive visibility is heightened by outdated systems and entrenched traditional methods, as various departments gather, store, and utilize information in inconsistent manners. By seamlessly linking information in a dynamic, accurate, dependable, and instant manner, VisiumKMS eradicates weak points in the communication chain, bridging the gap between back-office operations and on-site activities, whether in the field, manufacturing plant, or any other location. Positioned at the core of effective, transparent, and easily communicated corrective and preventive actions (CAPA), VisiumKMS enhances organizational efficiency and clarity. Ultimately, our software not only streamlines processes but also fosters a culture of continuous improvement across all levels of the organization.

Revenova TMS, a cloud-based transport management system for shippers and brokers, is available to third-party logistics (3PL), companies. Plan, price, optimize and book freight. You can also track, schedule, track, and manage invoices. Revenova TMS is a Salesforce.com Lightning platform that leverages the #1 cloud-CRM platform in the world to provide a seamless quote-to cash workflow solution on a reliable, secure, and scalable cloud infrastructure. To accelerate revenue-generating activities that involve shipping, quickly calculate customer freight costs. To improve service levels and provide customers with real-time visibility to shipment locations, track the performance of carriers. Quickly identify, evaluate, onboard, book, and pay carriers. Monitor compliance with Federal motor carrier regulations, as well as internal performance standards, automatically. For real-time interaction with carriers, deploy branded web communities.

Bento provides two excellent card solutions that empower you with complete control and flexibility to generate and utilize virtual cards tailored to your specific business requirements. The Spend Limit virtual cards are ideal for routine transactions, making them a suitable choice as the primary card for managing daily business expenditures, particularly for those that necessitate receipt submissions from cardholders. These cards can be created effortlessly and are activated immediately, allowing users to enable or disable them in real-time. With a range of customized controls at your disposal, you can dictate how and where your business funds are allocated. On the other hand, Fixed Value virtual cards are advantageous for one-off payment needs or designated purposes, such as vendor payments or employee benefits like per diems, making them perfect for expenses that do not require receipt submissions. This dual offering ensures that businesses can effectively manage their spending while maintaining oversight and security.

Alveo stands at the forefront of market data integration and analytics solutions tailored specifically for the financial services sector. Our emphasis is on enhancing data flow for business users to promote self-service capabilities, offering cloud-native solutions for data aggregation and quality management that empower clients to access reliable data and optimize their return on investment in data. With our managed services, we facilitate seamless onboarding, preparation, and validation of data for both buy-side and sell-side clients, enabling them to effectively utilize data in operations, trading, investment management, pricing, risk assessment, reporting, and machine learning. Serving a diverse global clientele, our award-winning technology seamlessly integrates into business workflows while providing a robust cloud-based platform for sophisticated analytics. By merging extensive domain knowledge with cutting-edge open-source technologies, we assist financial institutions in ensuring data integrity, streamlining market data expenses, and enhancing overall productivity. Our commitment to innovation and excellence positions us as a trusted partner in navigating the complexities of financial data management.

Ideal for educational institutions adopting a "modern business office" approach, where streamlined processes and a positive culture take precedence over delays and bureaucratic obstacles. Skyward's Business Suite equips you with essential tools to cultivate a high-performing environment that your entire team can support. Key features encompass comprehensive position management, payroll solutions, and integrated ACA compliance tools. By utilizing Skyward's Business Suite, you can eliminate uncertainties in budgeting while establishing more robust financial controls to reduce the risk of fraud. Additional offerings include efficient accounts payable and receivable, predictive budget forecasting, and an up-to-date general ledger, ensuring your financial operations are both precise and transparent. This suite ultimately empowers your district to thrive in a competitive educational landscape.

Pay attention to your small and medium-sized enterprise (SME) clients and assist them in their growth journey. Provide solutions that address the three primary challenges faced by all businesses: managing finances, securing loans, and successfully scaling operations—whether through purchasing, operating, or selling businesses. Empower SME clients to take control of their financial health with effective income and expense tracking. If they lack a credit history, there's no need for concern; facilitate lending to SMEs by leveraging insights and a comprehensive understanding of their needs, thus helping them tackle their most significant hurdle: financial management. Enable SMEs to handle their daily operations confidently, bolstered by proactive planning and foresight. Offer a unified platform that allows for seamless integration of all accounting and invoicing processes, the establishment of tax provisions, preparation for variable cash flows, and the overall smooth operation of their business without undue stress. Develop real-time interactions to predict and satisfy customer demands and enhance the overall customer experience through AI-driven personalization, ultimately fostering long-term relationships and loyalty. By prioritizing the needs of SMEs, you can contribute to their sustainable growth and success.

Highline is an innovative payment solution designed to streamline bill payments straight from payroll. By utilizing this platform, lenders can significantly reduce missed payments by as much as two-thirds, which in turn lowers credit losses, broadens the range of credit options available to customers, and enhances overall financial health. Highline accommodates a variety of recurring bill payments, including personal loans, credit cards, rent, and utility bills. With a seamless integration of the Highline API into your customer interface, eligible customers gain immediate access to an improved payment method. This platform effectively manages risk in the background; as soon as a customer's employer processes their paycheck, Highline allocates the necessary funds accordingly. The loan payment is channeled through the customer's virtual Highline account directly to the lender, while the remaining funds are deposited into their checking account as usual. Additionally, this system promotes a more responsible financial behavior by ensuring timely payments are made, thereby fostering a healthier financial future for customers.

This Warehouse Management System (WMS) aims to enhance the supply chain by reducing errors and boosting warehouse productivity. LaceUp’s Direct Store Delivery (DSD) route accounting software targets the elimination of inefficiencies and bottlenecks associated with the invoicing process. Consequently, distributors can anticipate an uptick in sales, lowered expenses, and an overall increase in gross profit by utilizing such a system. Additionally, LaceUp’s Route Management software is specifically crafted to reduce inefficiencies that can drastically impact delivery expenses and diminish profits. The LaceUp Sales Representative App enables sales reps to easily create sales orders for future deliveries while visiting customers. By providing a user-friendly catalog, real-time pricing, and live inventory updates, the sales rep app can lead to a noticeable increase in sales for every distributor. Moreover, LaceUp DSD Software features plug-and-play order entry solutions that seamlessly integrate with nearly any ERP system available in the market today. This level of integration ensures that businesses can adapt quickly and efficiently to changing market demands.

Accounting Power stands out as a distinctive accounting solution that is exclusively available to professional accountants, enabling you to oversee every facet of your accounting practice while effectively addressing the limitations of systems designed for direct client use. Moreover, it is the only all-encompassing accounting platform that integrates everything your firm and its clients may require into a single cohesive system. Its features encompass write-up and trial balance functionalities, as well as the creation of fully customizable financial statements, alongside accounts payable, accounts receivable, job costing, inventory management, and much more. You can effortlessly manage all your clients and monitor their financial well-being through an intuitive dashboard. This innovative approach empowers you with exceptional tools to significantly elevate your accounting practice, unlocking potential that was previously unattainable and transforming the way you operate.

SkyStem is a New York City-based company that provides a powerful month end close solution for companies looking to streamline their financial processes. ART, the company's flagship product, is an enterprise technology that allows Controllers and CFOs to reduce the month-end close time and the time it takes to issue financials. It automates balance sheet reconciliations, manages month-end tasks and performs flux analysis. It also provides insightful reporting. The web-based solution reduces manual tasks by up to 90% and strengthens internal controls and corporate governance.

At last, there's a Procure-to-Pay platform that users genuinely enjoy utilizing. Varis can be customized to align with your organization's existing procurement capabilities, ensuring that it meets your specific needs. Below, you'll find three options to consider, and we encourage you to select the one that best fits your organization’s context. The Varis Team is also available to assist you in determining the most appropriate solution for your requirements. The Private Marketplace option is designed for enterprise companies that have established P2P or Purchasing software, enabling the seamless integration of vendor catalogs into our intuitive shopping interface. Varis serves as a comprehensive P2P solution for large organizations aiming to modernize their procurement processes. Not only is it user-friendly for both buyers and administrators, but it also incorporates all essential features while emphasizing cost reduction. With Varis, you can elevate your procurement strategy and achieve greater efficiency.

MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.

BANKTRON Open Banking offers a comprehensive array of APIs and management tools designed not only to meet PSD2 compliance standards but also to exceed the basic compliance expectations. Our solution is specifically tailored to address the requirements of PSD2, adhering closely to the Regulatory Technical Standards and the unique regulatory needs of each market. Initially, we prioritize APIs that facilitate Access to Accounts and Payment Initiation for PSD2 compliance. Additionally, we are dedicated to maintaining compliance throughout the entire lifespan of the system, promising to implement any necessary modifications and improvements to ensure ongoing adherence to regulations. This commitment underscores our proactive approach to evolving regulatory landscapes.

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.

Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.

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.