Page 15 - Top Finance Apps - Philippines
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TraderMade
tradermade.com
Quality Financial Markets Provider of Data and Analytics since 1984. TraderMade is a market-leading vendor of FX data and services within the Institutional & Fintech marketplace. For more than 35 years we have enabled our customers to create & execute accurate decisions using innovative software that we have specifically designed and developed for financial market participants.
Givefront
givefront.com
At Givefront, we simplify financial management for nonprofits, making it easier than ever to stay organized and compliant. Our platform streamlines everything from bookkeeping to tax filings, removing the complexities of nonprofit accounting. With modern software and a team of experienced nonprofit financial experts, we offer the tools and support organizations need to maintain control over their finances with confidence. By taking care of financial operations, we allow nonprofits to focus on what truly matters their mission. Givefront helps nonprofit leaders save time and money doing your bookkeeping and 990s by providing dedicated experts and easy-to-use financial software so you can focus on growing your mission.
Swift
joinswift.app
Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Their first product is an instant deposit API for brokerages and digital banks, eliminating the legacy 2-3 day ACH process and associated fraud risk.
Forecastr
forecastr.co
Forecastr is an out-of-the-box finance function for your business. We provide the tools and support you need to create an investor-grade financial model. Our expert analysts work with you every step of the way to build a model that's customized to fit your business, keep it up to date, and generate insightful reports to share with your investors and other stakeholders. Make smarter decisions, hit your growth targets, and raise capital when you need it. Key features: - Dedicated analyst assigned to your account - Automated accounting integrations - Scenario analysis for strategic planning and decision-making - Strategic hiring plan with the ability to schedule hires based on projected growth - Detailed customer acquisition planning with unique unit economics for every revenue stream - Cash runway management to monitor your burn rate and avoid running out of cash Forecast with confidence.
Optio
optioincentives.com
Established in 2018, Optio Incentives combines software and deep expertise to manage equity compensation plans for companies of all sizes. Today, the company manages over 1,000 equity programs worldwide for private and publicly listed clients. Optio’s unique capability to support businesses at every stage, from initial development to the public market, sets the business apart from other providers. Optio simplifies complexities associated with employee incentive programs, enabling companies to stay compliant, manage equity, report costs effectively, and maximize the programs benefits. Optio is a SaaS company that provides software and support for optimization of all processes related to your equity compensation. We believe in fusing technology with the power of equity compensation to enhance our clients' business model. Through our experiences with assisting companies structure the optimal incentive scheme, maximizing the perceived value amongst employees and participants, we see that equity compensation drives entrepreneurship and increase focus on value creation.
TokenOwl
tokenowl.ai
TokenOwl aggregates crypto and other financial accounts in one place with trustless AI. It lets highly active traders calculate taxes with greater accuracy and generate AI powered insights about their portfolio. Users can execute trades with prompts, build custom dashboards, and query their logs in natural language. Low fee networks like Solana have brought a new generation of traders with thousands of transactions, and TokenOwl saves them hours of time and unlocks analytics that lead to higher profitability.
Dryrun
dryrun.com
Instant intelligence with epic control. Let Dryrun forecast your cash flow & sales so you can model 'what ifs' in your business & make the right moves. Dryrun transforms your business direction with up-to-the-minute dynamic forecasts, automating cash flow and sales projections while giving you complete control over your data. Powerful, unlimited scenario modeling allows you to explore different strategies before acting. From cash flow management to multi-entity consolidation and currency conversion, Dryrun's clear, engaging visuals turn complicated financial data into easy-to-understand insights, fostering team collaboration and direction. Every minute in Dryrun saves you an hour in a spreadsheet and delivers real-time forecasting, complete control, and crystal-clear visuals to guide your business into the future.
Leap Wallet
leapwallet.io
Leap is the only wallet you'll ever need for any cosmos chains. Make the most of the interchain - Native support for 70+ chains, we keep up with the interchain.
Basis
basis.so
Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards.
토스증권
tossinvest.com
토스증권 (Toss Securities) is a user-friendly platform designed to simplify stock investment in South Korea. It offers a range of features for both domestic and international investors.
Coba
coba.ai
Coba offers access to a US deposit account while providing convenient, real-time access to those funds in Mexico with integrated Mexico Features like SPEI and a local Card. Coba is perfect for individuals in Mexico employed by international companies to earn USD and spend seamlessly in pesos. Coba is a financial technology company, not an FDIC insured depository institution. Banking services provided by Bangor Savings Bank, Member FDIC. FDIC insurance coverage protects against the failure of an FDIC insured depository institution. Pass-through FDIC insurance coverage is subject to certain conditions. The Coba Mastercard® Debit Card is issued by Bangor Savings Bank, Member FDIC, pursuant to license by Mastercard International Incorporated. Mastercard is a registered trademark, and the circle design is a trademark of Mastercard International Incorporated. Spend anywhere Mastercard is accepted.
Syft Analytics
syftanalytics.com
Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.
Stilt
stilt.com
The number one place for financial resources and immigration guidance for students and immigrants in the U.S.
AI Bookkeeping
bookeeping.ai
Bookeeping.ai is the first AI Accountant that automates 95% of accounting tasks for small businesses, freelancers, and accountants. You can CHAT to complete financial duties like creating statements, ledgers, invoicing, form filling, tax inquiries, and creating sheets. Replace multiple tools and expert skills with this AI Accountant. Try this tool to save 50 hours a week.
Zamp
zamp.com
Zamp completely takes sales tax off your plate from start to finish so you never have to touch it again. Our white-glove approach takes the time, frustration, and risk out of managing sales tax by combining technology & automation with the tailored guidance & support customers are looking for. We set up, configure and monitor your account, which gives you the confidence you are always sales tax compliant. With our developer-friendly API and pre-built integrations, we enable all online sellers to calculate and aggregate their sales tax across multiple sales channels. Zamp offers a simple pricing model that includes one all-inclusive price for onboarding, support, calculations, registrations and filing. Everything is included. And there are no overage fees! We are redefining what a partnership means in the sales tax compliance space. We’d love to learn more about your business. Call us!
CNBC Select
cnbc.com
CNBC Select takes a closer look at the top credit cards on the market and best savings and checking accounts offers to help you decide which ones could be a fit for you.
Calypso
calypsocopilot.com
Combine all public data with the best of AI and training from buy-side professionals to track all of your coverage, all in one place. Calypso is an AI-powered platform designed as a copilot for public equity investment, aimed at enhancing the analysis and decision-making process for investors. Key Features: * AI-Driven Insights: Calypso combines advanced AI with financial data, transcripts, and news to provide comprehensive insights into stocks and market narratives. * Personalized Tracking: Users can monitor their investment theses, ensuring they stay aligned with their initial strategies and decisions. * Earnings Updates: The platform keeps users informed about earnings events and provides AI-generated previews and updates, streamlining the information flow. * Chat Functionality: Investors can engage with a GPT-4 powered AI to ask questions and receive tailored feedback on their stock evaluations. * Integration with Financial Data: Calypso offers access to key financials, analyst debates, and market trends, making it easier to stay updated and informed.
WeFIRE
wefire.io
AI Assistant Enhanced: The AI model has been upgraded to deliver faster performance, enhancing responsiveness and efficiency. Transaction Interface Enhancements: Optimized the display of transaction tags for better visibility and navigation, along with enhanced scrolling in the transaction records list for a smoother user experience. Explore a new, intuitive interface. We've resolved bugs and optimized performance to deliver a smoother, faster, and more reliable experience.
Streetbeat
streetbeat.com
Streetbeat is an innovative investment platform designed to help individuals manage their investments like the wealthy, leveraging AI technology for enhanced decision-making. Key Features: * Auto-Investment: Users can invest in a variety of assets, including Real Estate Investment Trusts (REITs), bonds, and stocks, with guidance from AI-powered insights. * Tuition Rewards Program: Streetbeat offers a unique program that allows users to earn tuition credits for college, potentially reducing tuition costs by up to 25%. * Customized Portfolios: The platform allows users to create personalized investment portfolios based on specific interests and financial goals, with automatic rebalancing based on market conditions. * Diverse Investment Strategies: Users can choose from various portfolios, including those focused on generative AI, government contracts, and even cultural phenomena like the Taylor Swift strategy.
Ensuro
ensuro.co
Ensuro is a Blockchain-based (re)insurance company, licensed by the Bermuda Monetary Authority. We curate real-world risk and provide stablecoin-denominated capacity managed by smart contracts. This allows anyone to invest in insurance risk and reap its benefits. By opening up the insurance market to new players, we fuel innovation for established and upcoming insurance partners.
LedgerBox
ledgerbox.io
LedgerBox converts your PDF bank statements, invoices, and receipts to Excel and CSV using cutting edge AI and OCR. LedgerBox streamlines your financial record-keeping, saving time and reducing errors. Embrace a user-friendly solution that transforms complex financial data into manageable insights.
Stockity
stockity.ai
Stockity is an online trading platform that allows users to invest regardless of their previous trading experience. See firsthand what opportunities the application provides. Stockity has an efficient and intuitive interface convenient for all traders because our goal is to make complicated things simple and clear. Analyze and explore the platform features and choose among the wide range of trading assets, easy-to-use tools and illustrative dashboards.
Nana Fund
nana.fund
Nana Fund connects veteran-owned businesses with tailored funding opportunities. From grants and support programs to loans and venture capital, we provide the financial resources you need. Unlock your business's growth potential with Nana Fund—your partner in securing the right funding for veteran entrepreneurs.
Quoroom
quoroom.com
Quoroom is an investment management platform for angel syndicates, VC funds and founders. Investment managers and founders use Quoroom to manage investor relations, investor onboarding, legal singing, compliance and exit distributions while saving thousands in software and legal fees annually. For Syndicates / Funds: Investor CRM, Data room, LPs onboarding, KYC/AML, Regulatory Framework, SPVs, Legal document and E-Signing, LPs registers, Capital Statements, Secondary transfers, Distributions (Private equity and debt)
LiveFlow
liveflow.io
LiveFlow is a flexible and powerful FP&A platform that syncs your QuickBooks Online data in a Google Sheets or Microsoft Excel dashboard and allows you to create live, impactful reports in minutes. We provide serious value for your business. • Import QuickBooks data into Google Sheets or Excel in seconds to create shareable dashboards that automatically update. • Harness all of the flexibility of Google Sheets or Excel with your QuickBooks Online data for drilling down, visualization, and impactful reporting. • Consolidate financials from multi-entity businesses in seconds • Choose from 100+ report templates to completely customize for your business or clients. • Our Customer Success Team of financial professionals handle onboarding to make sure your every step with LiveFlow is smooth. • SOC-2 compliant, so all your data is safe.
PrimeRevenue
primerevenue.com
PrimeRevenue, the leading provider of working capital financial technology solutions, helps more than 30,000 clients in 80+ countries optimize their working capital to efficiency fund strategic initiatives, gain a competitive advantage and strengthen their supply chains. Offering cloud-enabled working capital solutions and expertise and best practices in both accounts payable and accounts receivable, PrimeRevenue processes nearly $250 billion in payment transactions each year and has been recognized with more than 50 awards from leading industry publications and associations across the world. PrimeRevenue’s experienced team delivers ongoing training and coaching along with global 24/7 customer support to ensure our customers and their suppliers have the best possible supply chain finance experience. PrimeRevenue also partners with 100+ banks to create the largest and most diverse global funding pool, enabling customers to manage their payments in 30+ currencies on a single cloud-based, multi-lingual, cross-border network. With PrimeRevenue’s solutions, suppliers have increased visibility and control over their cash flow. At the same time, buyers have more time to pay invoices and unlock material cash to invest back into the business.
Swypex
swypex.com
Our platform empowers businesses to make payments with ease, streamline invoice management and access working capital — gaining insight and control of your business’s financial health. Swypex simplifies business finances, freeing you to focus on growth.
Numra
numrahq.com
Put your finance operations on autopilot. Numra streamlines your operations with intelligent automation, eliminating tedious tasks and freeing up your team to focus on strategic work that move your business forward.
Blynex
blynex.com
Blynex Exchange: Your secure hub for buying, selling, and trading Bitcoin, Ethereum and altcoins. Experience top-notch performance, security, and reliability as we lead the way in Web 3.0 adoption.
Quiltt
quiltt.dev
Quiltt enable financial innovators to access the best account aggregation and transaction enrichment providers through one lightweight integration and one simple contract. Our mission is to unlock the next wave of fintech innovation by removing technical and commercial barriers to build with financial data. Quiltt is backed by investors including Greycroft, Newark Venture Partners, Motivate Ventures and Abstraction Capital.
Paytient
paytient.com
Paytient is an employee health payment platform that employers, health plans, or TPA’s embed in their benefit offering. Paytient enables employees to pay medical, dental, pharmacy, vision, or veterinary bills overtime via post-tax payroll-deducted, interest-free payments with the ability to link HSA’s/FSA’s, bank accounts. Providers are paid today, employees can better access and afford care, and employers/health plans can increase participation in lower-cost health plan designs (higher deductibles). Our mission is to help people live healthier lives by improving their ability to better access and afford care.
Spliit
spliit.app
Spliit is a minimalist web application to share expenses with friends and family. No ads, no account, no problem.
Tradervue
tradervue.com
Tradervue is a powerful trading journal and analytics platform that helps traders improve their performance.
Peek
peek.money
Peek is an intelligent net worth tracker designed to help you track, manage, and grow your net worth.
ViCA
vica.chat
ViCA stands at the forefront of revolutionising compliance support and understanding within the financial sector and beyond. Designed to demystify the complexities of compliance, ViCA offers real-time assistance and tailored support across an extensive range of UK and EU regulatory frameworks. This makes ViCA an invaluable asset for professionals across all levels in the broader UK financial services sector. ViCA understands that each level of experience brings its own set of challenges and questions and adapts her assistance to fit each user’s needs, from junior to seasoned senior staff. ViCA simplifies and interconnects intricate regulations to make understanding compliance manageable and efficient, allowing teams to better allocate their time and resources.
DocuClipper
docuclipper.com
DocuClipper is a modern, fully automatic bank statement converter that assists accountants, bookkeepers, fraud investigators, family law practitioners, and others. It automates data entry from bank statements to Excel, CSV, or QBO formats in seconds, eliminating the need for manual work.
Nook
nook.io
Nook is a payments and accounts payable platform that helps businesses streamline their B2B payment workflows.
Paidnice
paidnice.com
Paidnice is comprehensive accounts receivable automation for small and medium businesses using QuickBooks and Xero. Since 2022 Paidnice has facilitated on-time payments for over $4 billion in transactions across 3 million invoices. Our unique solution gives you the power to automate late fees, interest, reminders, and reporting on autopilot - saving credit controllers hours typically spent manually chasing late payments. Customizable rules and workflows allow tailoring Paidnice's functionality to match your payment terms and customer relationships - whether that's automated late penalties, SMS invoice reminders, expedited dispute resolution, or bulk customer statements. Core features and differentiators include: - Auto-apply late fees, interest charges, and prompt payment discounts. - Custom email & SMS invoice reminders and past-due notices. - Send quote reminders before they expire. - Escalation workflows e.g. automated dispute letters, credit reporting. - Automate & send bulk customer statements. - BYO email domain and branding. - Per-customer customization settings. By leveraging Paidnice's set-it-and-forget-it accounts receivable automation, small businesses can significantly accelerate payment cycles, improve customer communication, and strengthen financial resilience without adding more hours to their team's workloads. The bottom line? Getting paid on time, every time, without the typical frustration.
DepositFix
depositfix.com
DepositFix is a robust invoicing and payment automation platform designed for service-based businesses and agencies seeking to streamline their billing processes. By integrating directly with popular CRMs like HubSpot, Monday.com, etc DepositFix empowers users to manage one-time and recurring payments within their existing workflows, creating a smoother, more efficient deal-to-cash experience. For agencies, consultancies, and other service providers, DepositFix automates essential invoicing tasks, minimizes manual entry, and improves cash flow by reducing the time to collect payments. How DepositFix Works: DepositFix connects seamlessly with CRM data to synchronize customer and deal information, allowing businesses to create and send invoices based on real-time data, without having to leave their CRM platform. It supports a range of payment options, including credit cards, ACH, and PayPal, giving clients a flexible, secure, and convenient way to pay. Key Benefits: • Automated Invoicing and Billing: DepositFix eliminates repetitive billing tasks by automating invoice creation, scheduling, and payment reminders, allowing businesses to focus on higher-value activities. Users can set up recurring invoices and update payment statuses automatically, reducing manual work and errors. • Seamless CRM Integration: Built specifically to integrate with HubSpot, Monday.com, DepositFix connects billing with customer management. This integration means users can handle their invoicing and payment processes within the same CRM environment, resulting in more accurate, up-to-date billing information and a unified client view. • Enhanced Revenue Insights: The platform provides real-time analytics and reporting, giving users a clear picture of revenue trends, outstanding payments, and cash flow. This enables smarter, data-driven decisions and better financial oversight. • Flexible Payment Options: DepositFix supports various payment methods, allowing businesses to offer clients a choice in how they pay. This flexibility improves the client experience, helping reduce payment friction and improve timely payments. Why Choose DepositFix? DepositFix is designed for companies that rely on efficient payment processes to maintain healthy cash flow. Unlike generic invoicing tools, DepositFix combines CRM integration, automated billing, and a focus on service-oriented businesses to deliver a solution that simplifies AR management and helps users get paid faster. With DepositFix, agencies can handle all billing functions within a single, familiar platform, helping them operate more effectively and grow their business. DepositFix lets you sell event tickets, courses, digital products, memberships, subscriptions and accept donations. Have full control over your payment process: - Accept payments on your landing pages and keep your clients on your website during the entire checkout process. - Add custom fields to your payment forms. - Send receipts using email workflows. - Catch and recover failed subscription charges. - Manage billing information without leaving your CRM. - Combine multiple products into a single form. - Create charges or subscriptions using marketing automation workflows.
Tellimer
tellimer.com
Tellimer is a leading provider of specialized knowledge and execution capabilities in equity and fixed-income markets and investment banking across developing economies, offering international investors access to some of the most complex financial markets and economies in the world. The company is committed to providing high-quality services to its investors. To further enhance this commitment, Tellimer (formerly Exotix Capital) has launched a new standalone research, analytics, and data division (RAD). This division will enable clients to benefit from the firm’s specialist industry and market knowledge.
Bermuda Unicorn
bermudaunicorn.com
Bermuda Unicorn is a best NFT Marketplace for digital items for discover, sell, buy or hold in the form of digital currencies or NFTs.
Resolve
resolvepay.com
Resolve allows b2b manufacturers & wholesalers to get paid upfront - while their business customers can pay in 30, 60, or 90 days. We're a complete net terms and credit management solution. Resolve at its core improves traditional and cumbersome b2b payments. We facilitate deferred payments between businesses, but in a way that benefits both businesses. This deferred payment is commonly referred to as ‘net terms’ in many industries, and it describes a payment delay of 30, 60, or 90 days that has come to be expected by business customers. The issue for the business seller is that they are required to act like a bank. They need to give short-term credit to their customers and ‘float’ these net terms invoice payments. Resolve takes care of every aspect of a business being able to offer net terms as a payment option. We solve for the credit checking process, provide invoice financing, automate accounts receivable processes, and speed up payments processing. Resolve enables b2b deferred payments through our end-to-end and embedded ‘credit billing’ solution. This refers to Resolve’s integration with an existing financial tech stack to automate and streamline all of the tasks associated with offering net terms. The results are simpler net terms that increase our customer’s cash flow and b2b sales, while reducing their financial risk and accounts receivable resourcing needs.
Strike
strike.money
Strike, the ultimate stock market analytical tool created by Indiacharts! Their platform provides investors and traders with a comprehensive range of resources to excel in the stock market. ** Discover: Stay up-to-date with the latest stock market trends and events through their Discover section. Their scanners allow you to filter through thousands of stocks based on volume, price, and technical indicators. The news section keeps you informed, and their IPO calendar tracks upcoming IPOs, earnings calls, and company announcements. ** Analyse: In their Analyse section, you'll find all the tools necessary to analyze the stock market. Their heatmap provides a visual representation of market performance, enabling quick identification of strong-performing stocks and sectors. Gain insights from futures and option trades, stocks and indices, sentiment and diffusion indicators, as well as FII and DII participation. Their powerful Rohit Momentum Indicator, developed by their CEO Rohit Srivastava, helps identify stocks with strong momentum. ** Learn: Enhance your stock market knowledge and trading skills in their Learn section. Access webinars, mentorship programs, and informational videos. Their Insider Club offers exclusive insights from industry experts, while their mentorship program provides personalized coaching and support. Webinars cover various topics, from basic trading strategies to advanced technical analysis. ** Charts: Visualize and analyze stock performance using their user-friendly interface. Explore charts of your favorite stocks and utilize their comprehensive toolset for valuable insights. Strike brings together everything investors and traders need under one roof. Whether you're a beginner or experienced trader, their powerful tools, extensive resources, and user-friendly interface enable better investment decisions and help you achieve financial goals. Join Strike today and elevate your trading to new heights!
Tipsme
tipsme.online
Tipsme is a digital tipping platform that facilitates cashless tips for service providers, freelancers, and content creators, allowing users to seamlessly receive gratuities via NFC cards, QR codes, and online profiles. This solution is designed to cater to a wide range of professionals in the service industry, including bartenders, baristas, musicians, and other individuals or businesses that rely on tips as a part of their income. Tipsme ensures that tipping is convenient for customers who no longer carry cash, while also providing service providers with a modern, efficient way to manage their earnings. Key Features and Benefits: Digital Tipping Options: Tipsme provides various methods for receiving tips, including NFC cards, QR codes, and shareable online profiles. This flexibility allows service providers to receive tips both in-person and online, accommodating a variety of customer preferences. Seamless Payment Integration: The platform integrates with popular payment systems such as PayPal, Venmo, Stripe, Apple Pay, and Google Pay, making it easy for customers to tip using their preferred payment method. Comprehensive Dashboard: Tipsme offers a user-friendly dashboard where service providers can track their tips, view transaction history, and manage their accounts efficiently. This feature helps users stay organized and monitor their earnings in real-time. Customizable Profile: Users can create a personalized profile that includes their photo, bio, and social media links. This not only enhances their visibility but also helps build trust with customers, leading to more tips and better customer engagement. Global Accessibility: Tipsme is available worldwide, allowing users from different regions to access the platform and receive tips, regardless of geographical limitations. Use Cases: Service Industry Professionals: Bartenders, baristas, waitstaff, and other service providers who traditionally rely on cash tips can use Tipsme to offer digital tipping options to their customers. Freelancers and Content Creators: Individuals working online or in creative fields can use Tipsme to receive tips from clients or followers, either through direct online interactions or via their social media platforms. Musicians and Performers: Street performers, musicians, and entertainers can set up a Tipsme profile to receive tips from their audience, even if they don’t have cash on hand. Tipsme is a versatile solution designed to meet the needs of modern service providers, enabling them to adapt to the digital age and maximize their tipping potential. With its easy-to-use interface and flexible tipping options, Tipsme helps users enhance their earnings while offering customers a convenient way to show their appreciation.
TradingKey
tradingkey.com
TradingKey is a dynamic platform that provides real-time market quotes, financial news, and in-depth analysis tailored for traders and investors. It covers a wide array of financial instruments, including cryptocurrencies, commodities, and forex, making it a comprehensive resource for market insights.
Alkymi
alkymi.io
Alkymi is the AI-powered end-to-end solution for managing your investment document processing. As the first technology service to offer both machine learning and safe and secure large language models inside financial document workflows, Alkymi is changing how the financial services industry accesses their data, empowering firms to service more clients, quickly pivot investment strategies, and review deals faster.
Kolleno
kolleno.com
Kolleno is an accounts receivable management software that brings receivables, payables, reconciliation and payments all in one place.
Auditoria
auditoria.ai
Auditoria is an AI-driven SaaS automation provider for corporate finance that automates finance processes in vendor management, accounts payable and receivable, and accruals to accelerate cash performance. By leveraging natural language processing, generative artificial intelligence, and machine learning, Auditoria supercharges ERP systems, adding value to corporate investments. Auditoria removes friction and repetition from mundane tasks by automating complex functions, and providing real-time visibility into cash performance. Corporate finance and accounting teams at leading companies including use Auditoria to accelerate business value while minimizing IT involvement, improving business resilience, lowering attrition, and accelerating business insights. Purpose-built for finance, with next-gen advanced Auditoria integrates with systems of record and shared inboxes to engage key stakeholders to streamline and automate collections and payment processing, add controls to procurement spend, optimize spend and vendor management, and handle finance inquiries using automation that generates data to provide key insights into cash performance. Auditoria’s SmartFlow Skills and SmartBots allow organizations to regain thousands of hours the finance team would otherwise spend on administrative, transaction-based non-value-added tasks to help alleviate pressures and elevate the state of the finance back office. Auditoria's SmartCustomer improves cash flow, reduces DSO, and increases efficiency for accounts receivable teams. Auditoria's SmartVendor reduces manual work, reduces risk, and improves accuracy for vendor management. Auditoria's SmartGL reduces risk, improves accuracy, and simplifies close in the finance office. AP and AR Helpdesk automation works 24/7 to process email content and understand finance-specific intent, continuously checking inboxes and responding conversationally to items such as approval status, invoice payments, short pay issues, and missed invoices.
Klippa
klippa.com
Klippa is an innovative platform designed to streamline financial processes through powerful document and expense management solutions. It leverages advanced technology, including OCR (Optical Character Recognition) and AI, to automate the extraction and processing of data from receipts, invoices, and other financial documents.
TRES Finance
tres.finance
Get the full and accurate picture across all of your Web3 financial activity. Web3 finance teams, asset managers and crypto service providers can now make Web3 accounting, audit and reporting the easiest part of their financial workflow. Its enterprise-grade Financial Data Lake manages thousands of financial data points across wallets, exchanges, custodians and DeFi protocols to bring you the complete picture of all of your Web3 financial activity.
ClearDil
cleardil.com
Cleardil is a cloud-based end-to-end Know Your Customer (KYC) compliance solution that streamlines the process of identity verification and customer due diligence. Our KYC API enables organizations to automate the KYC process, from customer onboarding to ongoing monitoring, to help ensure compliance with regulatory requirements and minimize the risk of financial crime. With features like real-time identity verification, document verification, and risk assessments, Cleardil helps organizations quickly and accurately assess their clients' identities and backgrounds. It helps organizations to reduce their risk of exposure to money laundering, terrorism financing, and other financial crimes.
Alto
altoira.com
Alto's holistic alternatives investment platform empowers individual investors to diversify their portfolios by investing in alternative assets that have long been enjoyed by professional investors. Offering Traditional, Roth and SEP IRAs, Alto is unlocking the power of trillions in investable retirement savings, giving investors more access to participate in alternative assets like private equity, venture capital, cryptocurrency, real assets including farmland, real estate, fine wine and art, and more. Alto Solutions is a self-directed IRA administrator builds and operates easy-to-use technology that enables individual investors to access alternatives. Alto’s self-directed IRA products, the Alto IRA and Alto CryptoIRA® offer the same tax advantages as more conventional IRAs, while providing access to investment opportunities not offered by most custodians, without complicated or hidden fees. Alto Securities is a wholly-owned registered broker-dealer and member of FINRA/SIPC that allows Alto to market, sell and transact private placement securities opportunities to platform users, both investors and issuers alike. Alto Capital is an exempt reporting advisor used to provide unique alternative investment opportunities to individual accredited investors by lowering historically institutional barriers like minimum investment amounts.
Verify 365
verify365.app
Verify 365 is a client onboarding platform that helps identify fraud and money laundering risks faster, smoother, and more accurately than traditional manual verifications. Within one verification workflow, our system conducts the following five verifications: 1. ID Biometric and NFC-based Check of over 10,000 government-issued documents from 195 countries. 2. AML PEPs and Sanctions Check all global lists to ensure your client is not sanctioned 3. FCA Open Banking digital statements – automatically get your client’s verified bank statements in digital form 4. Address verification against the electoral register and other UK address sources 5. Enhanced source of funds verification for high risk areas such as conveyancing.
Sanction Scanner
sanctionscanner.com
Sanction Scanner is an anti-money laundering, fraud and risk solutions provider established in 2019. We aimed to provide cost-efficient AML solutions that all-size businesses can use. The principal goal of Sanction Scanner is, fighting financial crimes. With our solutions, companies screen their clients, monitor transactions and detect suspicious behavior. As of today, 300+ institutions from more than 50 countries use Sanction Scanner to minimize their financial risks in accordance with the changing regulations of each country. It serves customers from various industries, such as banking, investment, finance, insurance, payment and fintech, crypto, money transfer, leasing, and factoring.
Nepse Alpha
nepsealpha.com
Nepal leading online financial newsportal with up-to-date news, updates and information about NEPSE (Nepal Stock Exchange), NEPSE listed companies, share market, stock market with free technical and fundamental analysis chart, nepse real time chart, and genuine trading research tools. Newsportal covering complete news about NEPSE live market trading, floorsheet, Indices, Share, AGM, Bookclose, Dividend, Bonus, Cash, update, mutual fund, IPO, Company, Banks , Insurance, Finance, Hydro, portfolio in Nepal,Technical , Fundamental and Quantitative Analysis Research tools of Stock Market
Bllink
bllink.co
Bllink provides a financial solution for buildings, allowing building management teams to collect money, track and monitor the financial activity of each building while never having to be physically on-site! Our unique and fast onboarding process allows management teams to start accepting payments in minutes while benefiting from all the advantages that digital payments have to offer. We provide our end-customers with a digital wallet that helps them make all payments in a fast and easy way. Bllink's software changes the daily routine for property managers. Our end-to-end solution simplifies the most resource-consuming aspect of managing a building - the financial aspect. Property managers don't need to waste precious time running around and manually collect cheques and cash, they simply let Bllink handle all that automatically and effortlessly.
Cledara
cledara.com
Cledara is a platform for finance teams that gives visibility of your organization's software stack, provides data and insights to cut excess spend, and streamlines software-related admin. Now you have a detailed view of your software spending, you can see which tools are being used and where you could cut spend, painlessly. We don’t stop at savings, managing purchases and renewals is easy with simple workflows for requesting and approving new tools. Finally, with payments for software built-in, you have controls to ensure application owners can manage payments while you keep control with spend limits and budgets. We’ll even capture the invoices automatically, match them to payments, and sync with Xero and Quickbooks. Software is one of your biggest expenses, now you have the tools to reduce that expense by 30% and save 20 hours a month on admin.
Ark7
ark7.com
Ark7 is the hassle-free, one-stop fractional real estate platform that provides self-motivated investors full control to diversify their portfolios and earn passive income. Ark7 empowers its users to build personalized real estate portfolios with curated properties located in fast-growing markets across the U.S. Ark7 provides users with full transparency to control their own investments that fit their budget, and the peace of mind knowing all property management is handled by Ark7. For more information, visit www.ark7.com.
Toros Finance
toros.finance
Toros Finance is a cutting-edge platform that specializes in automated trading strategies designed to maximize earnings through yield generation and leveraged trading. With a user-friendly interface, Toros allows users to connect their wallets and access a variety of investment strategies tailored to amplify returns.