Page 7 - Top Accounting & Finance Software - United States
Accounting & Finance Software encompasses a broad range of digital tools designed to streamline and automate financial management tasks for individuals, businesses, and organizations. These software solutions are used to track and manage financial transactions, generate reports, ensure regulatory compliance, and simplify budgeting, payroll, invoicing, and tax preparation. Key features often include general ledger management, accounts payable and receivable, bank reconciliation, financial forecasting, and real-time reporting. With the ability to integrate with other business systems, such as customer relationship management (CRM) and enterprise resource planning (ERP), these tools offer a comprehensive view of an organization's financial health. Whether you're a small business owner or a large enterprise, Accounting & Finance Software can improve efficiency, reduce human error, enhance decision-making, and provide greater control over your financial processes. From basic bookkeeping tools to sophisticated financial analysis platforms, these software solutions cater to a wide array of industries and financial needs.
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DATABASICS
data-basics.com
At DATABASICS, we offer a truly efficient, effective time management solution that’s flexible enough for all types of employees, yet simple enough for anyone to use.
Zaggle
zagglesave.com
Zaggle Save is an all-in-one, Expense Management and Employee Benefits Software that helps track business spends, submit expenses easily, manage compliance, and find opportunities to save money. Zaggle gives you an easy and smart solution to manage all your business expenses through VISA-powered multi-wallet Zaggle Cards.
ExpensePath
expensepath.com
Web & mobile solution for small- to mid-size companies to easily & affordably process expense reports. Easy for finance, easy for employees, reduce T&E costs.
WegoPro
wegopro.com
WegoPro is a revolutionary platform aimed at modernising and simplifying business travel and expenses. Trusted by leading businesses across the globe, WegoPro offers a one-stop solution for corporate travel and expense management. Corporate Travel: WegoPro lets you book, manage and control your business travel with ease — massive inventory, modern interface, and all the checks and balances you need. With over 800 airlines and 600,000 hotels to choose from — WegoPro offers the best travel inventory. And with our modern user interface, you can onboard and start booking instantly. Expense Management: With WegoPro Expenses, you can submit expenses on-the-go, approve in a single click, and get all the data flowing into your accounting systems — making everyone far more efficient than before. WegoPro Expenses is designed to flexible. You can use it on its own or together with Business Travel. Available across Web, iOS and Android. Learn more at www.wegopro.com
Fraxion
fraxion.biz
Trusted by mid-sized companies worldwide, Fraxion's user-friendly solution drives procurement efficiency and proactive spend management. Automate purchasing, expense and AP processes, ensuring accountability and adherence to approved budgets and policies throughout your procurement process to reduce operational costs. Effortlessly track, manage, and analyze spending for informed decision-making, complete spend visibility, and auditability. Fraxion's comprehensive procure-to-pay suite features: -Purchase requisitions & custom approvals -Budget & policy control -Purchase order automation -Receiving, invoice matching & invoice approvals -AI-powered AP automation -Spend analytics, community insights & reporting -PunchOut & PunchIn -Internal Catalogs -Expense management -Mobile app -ERP / Accounting system integrations Empower your team to spend responsibly, wherever they are with Fraxion.
Precoro
precoro.com
Precoro is a cloud-based solution for procurement process optimization. No more time-consuming manual procedures and human factor errors. Automated operations and centralized purchasing processes only. - Approve documents 2,5x faster from any device using email or Slack notifications. Streamline approval workflow by adding as many steps as you need and assigning specific roles for colleagues. - Save up to 19% of your purchasing budget. Track discounts and never spend more than planned. Increase cash flow transparency by monitoring corporate expenses (including reimbursements). Get clear analytics and insightful reports to plan your procurement strategy more thoughtfully. - Reduce manual data entry. Create, approve and track POs just in a few clicks or transfer your orders from Amazon Business via Punch-in. Manage suppliers, item catalogs, inventory, and more within one platform. - Connect Precoro with your ERP and other business tools using ready-made integrations (NetSuite, QuickBooks Online, Xero) or a free API. Forget about duplicated payments and manual document matching. - Keep all your data secure with SSO and reliable 2-factor authentication. Precoro's user-friendly interface lets you forget about complex onboarding and long-lasting training. You'll get advisory and support from your CSM anytime you need it. Precoro grants you access to all features and updates regularly. Sincerely yours, Precoro team
Compt
compt.io
Compt is the #1 perk stipend software that's fully customizable to your company's needs, 100% IRS-compliant, and able to support global teams. With Compt, you can easily offer ready-made and custom perk stipends that delight your employees without the administrative burden it typically takes to manage an employee perk or stipend program. Pick from 25 major categories of spending (e.g. health & wellness, learning & development, meal, cell phone) and invite your people to use their funds, while our software manages the rest. Compt keeps your employees regularly updated on their balance and usage information, maintains full tax compliance, and ensures your HR team has a central and easy-to-use platform to manage perks that’s inclusive and flexible to your business’ unique needs. In addition to perk stipends and spot bonus capabilities, Compt offers an expense management tool. Employees can submit expenses and attach any necessary documentation in the same platform, making it a truly comprehensive employee reimbursement solution. Compt was founded in January 2018 and is headquartered in Boston, MA. Learn more at www.compt.io.
TrackEx
trackex.com
TrackEx is an integrated travel booking and expense management software developed by industry experts that caters to the need of businesses of all sizes. At TrackEx we save you time by automating your travel and expense processes and offer the flexibility of access from anywhere, anytime. The solution’s comprehensive features ensure enhanced travel booking experiences for all ranks with optimum control over travel spend/budgets. Better yet, you get shorter expense approval cycles, faster expense reporting, seamless travel booking option, mobile receipt capture, visibility into spends with regulatory compliance. Its ability to easily integrate with a wide range of existing applications eliminates tedious tasks and makes work easier. Check out the comprehensive feature list to know more about TrackEx: https://trackex.com/ and get started with a free trial https://trackex.com/register/.
Capture Expense
captureexpense.com
Based in London, UK. Capture Expense is a modern and comprehensive Expense Management Solution. HMRC approved and VAT compliant, it has everything you need to automate, streamline and control the process from receipt capture to staff reimbursement. Your finance team will find expense processing effortless with integration into Accounts, Payroll and Open Banking. Flexible enough to meet the most demanding business, saving time, enforcing business policy and compliance.
TimeSite Pro
timesitepro.com
TimeSite Pro is a fully configurable, cloud-based, time tracking, expense & invoicing solution designed to be simple to set up and use but comprehensive in functionality. Specify Cost and Bill rates to apply to the hours your staff record for clients, projects and activities allowing you to track the profitability of the work you perform. Time and expense data approved by management can be invoiced to your client. Timesite Pro interfaces with a variety of payroll and accounting packages. TimeSite’s mobile app for iPhone and Android smartphones enable your team to quickly record their timesheet activity wherever they are. Locations are recorded when a job or activity is logged in the app. Timesheet details are automatically uploaded to our cloud servers. At the end of the week, staff can submit their timesheets from their mobile app for management approval. TimeSite Pro will enable your clients to authorise the work performed by project prior to the final approval of a submitted timesheet by managers. Managers can review timesheet details, return timesheets for correction and resubmission, or change timesheet details themselves. By accurately tracking billable and non-billable time, TimeSite Pro enables you to easily see whether you are deploying your resources effectively. You can set budget thresholds and receive alerts when you exceed your estimate for a project. This enables your management to keep a close eye on the progress of your project and quickly take action when needed. You can flexibly allocate both Cost and Bill rates to the hours your staff record for your clients, projects and activities allowing you to track the profitability of the work you perform. TimeSite Pro provides you with integrated invoicing functionality based on timesheets submitted and approved by your management. These invoices can then be exported to your accounting package. TimeSite can easily handle complex billing scenarios. Easily get your data into and out of TimeSite. TimeSite Pro interfaces with MYOB, Xero, Quicken and others. Timesheets and other information can be easily exported in a variety of file formats. TimeSite has a host of configuration options that enable our users to set up their system in many different ways. From changing the way timesheets are displayed to set up clients, projects and task hierarchies, TimeSite can accommodate a wide variety of requirements. TimeSite offers a Free Trial with no credit card needed, no contracts to sign, and you can start and stop your use of TimeSite Pro at any time. We only charge for users who actually record time. Inactive users and administrators are free. You can change your subscription count at any time. TimeSite provides unlimited technical support and product upgrades while your subscription is active. Our development staff are constantly producing new features that add further benefits to TimeSite Pro. By subscribing to TimeSite, you are investing in a time tracking solution that keeps pace with our customer’s requirements and industry innovation. We are happy to support you over the phone or via remote access.
Expeni
expeni.com
Automate and track your company purchases in a simple way. Setup budgets/projects, approve purchase orders & mark as paid, Receive deliveries and stay up to date, No surprise invoices from suppliers, Automated email notifications, PDF / CSV etc.
ExpenseMonkey
expensemonkey.io
ExpenseMonkey.io is an expense management solution specifically designed to meet the needs of freelancers and small businesses. The platform simplifies expense tracking process, allowing businesses to focus on growth without the burden of complex financial management. With a straightforward setup that takes less than 30 seconds, ExpenseMonkey.io offers a hassle-free start. It allows small businesses to optimize their expense management with minimal setup.
Billeasy
billeasy.in
Billeasy is a FinTech company that is leading the charge in helping organizations to scale their consumer-facing businesses and delivering the comprehensive experience to customers from Offline to Online & vice versa. Our products are geared towards generating digital footprints to enhance customer engagement, customer loyalty and convenience. We help brands to drive business growth by simply digitizing transactions, built on their first party transactions, making business tracking and analysis for them. Billeasy has partnered with leading retail companies and government run mass public transport organizations in India.
TravelPlus
travelplusapp.com
TravelPlus is a business travel and expense management platform that works for everyone. With TravelPlus, you get: - Right hotels at best prices - 24x7 concierge support - Easiest-to-use tech for everyone - Real-time visibility and control To book your demo, visit www.travelplusapp.com
Yordex
yordex.com
Yordex Smart PO’s help businesses reduce invoice processing costs by up to 75%, improve visibility, optimise cash flow and deliver winning buyer / supplier relationships. Smart PO’s actively take charge of the situation. Once sent, they will make sure they are completed until final payment with as little involvement from you as possible. They will auto-reconcile, auto-receive and auto-pay thereby saving you lots of time. Get up and running with Yordex with virtually no interruption to your current processes. Unlike other AP solutions Yordex has no expensive, time-consuming process re-design enabling you to maximise your return on investment from day 1.
AmTrav
amtrav.com
AmTrav makes business travel more productive. We help companies of all sizes achieve a seamless travel experience when booking trips, finding savings, setting travel policies, managing payments and expenses, and keeping their travelers safe. Business travelers, travel arrangers and travel managers all love AmTrav because our one connected platform combines thoughtful technology and personal service, with travel experts and relationship managers always ready to help. More than 1,000 businesses use AmTrav to go places, meet people, build meaningful connections, and get the most out of every trip.
B4B Payments
b4bpayments.com
Take control of company spending and save time with Mastercard® and Visa ® prepaid cards. What could your business accomplish with more time?
Capital on Tap
capitalontap.com
At Capital on Tap, our mission is to make running a small business as easy as possible. We understand that the day-to-day operations of a business can be challenging, which is why we've developed tools and resources that empower business owners to streamline their operations, access fast funding, and earn rewards. So, if you're looking for a better way to run or grow your business – whether you’re an electrician wanting to buy supplies for your next job or a consulting company wanting to consolidate your team's spend – join the 200,000 businesses across the UK and the US that have placed their trust in Capital on Tap. https://www.capitalontap.com/
Expenseout
expenseout.com
Expenseout is a web-based self-service tool for employees, which automates the process of requesting, approving and processing employee requests, thus reducing the time it takes to clear employee claims. It contains analytics which shows where the organisation is actually spending.
Tribal Credit
tribal.credit
Tribal Credit is a corporate card specially designed for startups. Our AI-driven approval process saves you from the hassle it normally takes to get a corporate card, and our advanced card technology makes it easy to pay and track business expenses.
Archa
archa.com.au
Archa is a smart business credit card and expense management solution. Built-in expense reports, instant cards issuance and higher limits with no personal guarantee. Give your business the credit it deserves.
Budgetly
budgetly.com.au
Employee cards with spending rules. A new, easier way to manage your entire expenses process. Better than a credit card, Budgetly offers more.
Fyorin
fyorin.com
Fyorin is a comprehensive financial operations platform that brings together a network of global financial institutions with access to over 220+ currencies to streamline cross-border payments and deliver unified treasury solutions. We provide global businesses with a single platform for global financial operations, accessing multiple financial institutions and expediting cross-border payments instantly to increase efficiency, reduce costs, and grow into new markets, without hassle. Key capabilities: Access to 220+ currencies, 30+ payment rails and 200 countries Cross-Border Payments Virtual Multi-Currency Cards Virtual Accounts (local IBANs) Treasury Management Multi-banking Expense Management Accounts Payable Accounts Receivable Integrations with ERPs and accounting tools Multi-tier team access management
Mindee
mindee.com
Mindee is an AI document process automation platform transforming document-based processes for businesses of all sizes. With customizable workflows and advanced data models, Mindee turns documents into actionable data. Trusted by SaaS leaders like Spendesk and Qonto, as well as SMEs across finance, healthcare, and other various industries, Mindee is leading the charge in document process automation. Mindee offers a suite of document automation tools. Its core product revolves around API-based solutions that allow businesses to extract and process data from a variety of documents, including invoices, receipts, and any type of documents. The platform provides both Off-the-Shelf APIs for quick deployment and Custom-built APIs tailored to specific workflows, making it highly flexible. Mindee enables companies to automate manual data entry, enhance accuracy, and integrate seamlessly with existing applications for scalable document processing.
Reimbi
reimbi.com
Easy to submit, easy to approve, quick to reimburse. Reimbi has reimagined how expense reports should be handled. Need to easily reimburse employees for home office expenses? Reimbi does that. Need to quickly reimburse job candidates for interview expenses? Reimbi does that. Need to ensure that your reimbursement policies are followed with a full audit trail? Reimbi does that. SSO, GDPR and API support? Yep that too. Learn more today.
Roomex
roomex.com
Roomex is the travel and expenses platform built for businesses with a mobile workforce. Our platform offers the widest network of hotels, B&Bs, apartments and more, with exclusive Roomex rates and accommodation options tailored to crews, project work and long stays. With an industry-leading Net Promoter Score of 52, our dedicated customer care team ensures that every trip booked through Roomex perfectly matches our clients' needs. What's more, RoomexPay enables businesses to manage expenses with ease. With consolidated invoicing, charge-after-checkout and free cancellation, Roomex takes the work out of workforce travel.
Swipey
swipey.co
Swipey | Smart Financial Tools for the Modern SME Swipey bridges the gap between the payment services that traditional financial institutions deliver, and the features that modern SMEs want. At Swipey we practice another way of working – we do not settle for bad processes or non-value-added output. We are on a mission to transform SMEs in Southeast Asia.
BlueSnap
bluesnap.com
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.
ConvergeHub
convergehub.com
ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses. You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents, manage products or services, send quotations, create invoices, and more. ConvergeHub’s powerful customization and automation features let you configure and automate your own business processes and skyrocket productivity. ConvergeHub’s 360-degree prospect and customer view gives you in-depth actionable insights, allows you to keep track of all touchpoints through activity history, and lets you plan upcoming conversations with prospects and customers through any channel – email, phone, text, fax or social. Comments, notes, tags, tasks, appointments, calendars, reminders, notifications come together to keep you connected and up-to-date. You can segment your lists, create templates and run marketing campaigns through email and text. Keep in close touch with your customers by tracking customer service cases and responding to them quickly. Get paid quickly by creating quotations and sending invoices for your products and services right from the CRM and track payments as you receive them. Report Builder and customizable Dashboards lets you create your own reports and visually track progress of every area of the business. ConvergeHub integrates with other software through many native integrations such as QuickBooks, DocuSign, PandaDoc, Ringcentral, Twilio, Office365, Box, Dropbox, Wordpress, etc. and also through Zapier, Piesync, APIs and Webhooks.
Corcentric
corcentric.com
Corcentric offers full Source-to-Pay and Order-to-Cash solutions focused on reducing costs, optimizing working capital, and unlocking revenue. Corcentric's modular SaaS Source-to-Pay offering includes Analytics, Sourcing, Supplier Management, Contract Lifecycle Management, Procurement, Invoice Management, Financial Management and Payment solutions. Corcentric's Order-to-Cash solutions can significantly reduce your DSO by guaranteeing payments and eliminating credit risk.
Cratoflow
cratoflow.com
Cratoflow is the world's first end-to-end automated bookkeeping platform to help businesses manage their finances in an automated way with a virtual live assistant built through conversational AI & ML. Products include CratoBot® for AP Automation; CratoRev® for AR Automation, CratoMatch ® for Bank Reconciliation. Our platform integrates your payables and receivables in real-time, we make sure your bank transactions are properly applied against payables & receivables.
Elopage
elopage.com
elopage stands for Product, Payment & Automation and is an all-in-one online sales platform. With elopage, entrepreneurs can create and sell digital products. The focus is on building and scaling an online business. The company offers integrated online shops as well as accounting simplification and tax automation. In addition, the most common payment options and payment methods, including various currencies, are available. Thanks to integrated interfaces, elopage can also be used in a compatible manner. The German headquarters and location of the company are in Berlin.
FINSYNC
finsync.com
FINSYNC is the only all-in-one payments platform that helps businesses get all their finances in sync, centralize control of cash flow, and get in sync with the right financial professional at the right time. Grow in new and empowering ways when you combine innovative software with unmatched services.
Hiveage
hiveage.com
Fast, simple and free online invoicing and billing software in the cloud. Hiveage is trusted by more than 50,000 freelancers and small businesses from 140 countries. Whether it’s sending invoices, accepting payments or automatically charging clients, Hiveage helps you get your finances out of the way, so you can focus on the important stuff.
Nutcache
nutcache.com
Manage and track your projects & tasks, from start to finish. Plan, track and organize your projects and tasks better with an all-in-one software that works for you.
PHC GO
phcgo.net
Fast Software for fast companies. Control the business and accelerate your results with online management software tailored to your company.
Quipu
getquipu.com
Discover a new way to manage your business. Billing software for freelancers and SMEs.
Sellsy
sellsy.com
Sellsy is a comprehensive CRM solution; there is no need to hassle with multiple software. Sellsy manages every point of the sales process from prospecting to payment. Companies using Sellsy increase sales, make more informed decisions, and master efficiency. Sellsy can be adapted to fit the needs of your business. Available online, web & mobile devices, at an affordable price. The Sellsy Solution includes: • Lead Generation, Tracking & Scoring • Invoicing • Customer Service Management • Automated Marketing Campaigns and Emails • 360 Customer View • Pipeline View • Collaborative Tools • Project Management • Purchases, Expenses & Margins • E-commerce • POS • Time Tracking & much more!
Zoura
zuora.com
Zuora Billing is enabling companies to monetize new innovations fast, while scaling and automating billing processes. Companies leveraging Zuora Billing are able to unlock new growth strategies with 50+ out of the box pricing models, configurable discounting, and billing triggers. Pricing is sychronized with Zuora CPQ to support direct sales, APIs to support consumer channels, and the abiltiy to enable self serve and partner portals to nurture customers across any sales channel. Last, Zuora Billing allows companies to automate their billing operations at scale by automating prorations, orchestrating provisioning, general ledger interation, connecters to tax engines, and support for 40+ payment gateways.
EasyBill
easybill.de
Since 2007, easybill GmbH has been offering software for creating documents such as offers, delivery notes, invoices and much more. In addition to automatic invoice and delivery note creation for marketplaces such as Amazon, eBay, idealo and much more. or shop systems such as Shopware, Shopify, Magento and many more. easybill also offers the option of creating invoices, delivery notes, offers and orders digitally, even manually, in an uncomplicated, quick way. All documents can be automatically sent to the customer via email immediately after they have been created. The design, from the logo to the stationery and the content can be adapted and automated depending on individual factors. For online retailers, it is also important to create packing lists and export customer data to shipping service providers such as: DHL, DPD, GLS, Hermes, Deutsche Post are also possible, as is feedback on the different marketplaces and shop systems. All data can be exported perfectly for the tax office or accounting department or transferred using direct interfaces.
SubscriptionFlow
subscriptionflow.com
SubscriptionFlow is a subscription and revenue management platform that helps businesses to optimize subscription revenue. The software enables subscription businesses to manage subscriptions, recurring billing, payment processing, and subscription lifecycles, and offers other multiple CRM solutions, effortlessly! It is an all-inclusive automated and integrated subscription management and recurring billing platform that allows users to: - Offer online subscription plans - Manage user-based, usage-based, set up fee, etc. and other billing models - Automate monthly payments, embed checkouts, & process payments in multicurrency - Have full control over the Subscription Life Cycle of the customers - Provide customer portal for subscribers - Auto manage the prorated payments of the subscriptions - Store additional data in addition to subscriptions plan and subscribers information - Integrate with multiple third-party applications
Faturify
faturify.com
Instant Invoicing and Estimates, Discover the incredible speed of Faturify's invoicing and estimates solution. With our intuitive platform, clients can create invoices and estimates in just 60 seconds, saving valuable time and ensuring prompt business transactions. Inventory Control at Your Fingertips Take charge of your stock management with ease using Faturify. Our user-friendly platform enables you to effortlessly maintain control over your inventory, allowing you to track, manage, and optimize stock levels in a matter of seconds. Streamline your inventory processes and focus on maximizing your business's efficiency and profitability. Seamless Payment Integration: Stripe, PayPal and More Whether you prefer Stripe or PayPal, our platform effortlessly integrates with these leading payment gateways, enabling smooth and secure transactions. Accept payments with confidence and provide your customers with a convenient and trusted payment experience. More integrations are coming soon! HR Management Made Simple Simplify your HR processes with our easy-to-use HRM solution. Our intuitive platform streamlines essential human resource tasks, allowing you to effortlessly manage employee data, track attendance, and handle leave requests.
Clientary
clientary.com
Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects.
Rev.io
rev.io
Rev.io provides configurable software for billing, customer management, business management, payments, analytics, provisioning, and automation to service providers in telecommunications, Wireless & IoT, managed IT services, A/V, security integration, and other related industries. Our modern, cloud-based software delivers the industry’s most complete quote-to-cash experience, enabling our clients to grow their revenue efficiently. By utilizing Rev.io's software platform, API, and partner ecosystem, its clients can efficiently bill their customers, manage products and subscriptions, rate usage at scale, ensure compliant taxation, process payments, run detailed reports, and analyze dynamic data.
Zenskar
zenskar.com
Zenskar is a New York based Quote-to-cash platform that can automate complex subscription & usage-based billing, manage receivables, provide analytics, set up flexible revenue recognition workflows, and automate usage data metering. Zenskar helps creative sales teams stay creative with pricing/contracts while not making it difficult for finance teams! Visit us at www.zenskar.com
Rebillia Platform
rebillia.com
A fully customizable, flexible, and scalable enterprise-level recurring orders & subscription billing engine suited for any business. Rebillia provides the tools necessary to generate a unique subscription model, and a seamless sign up process for customers including: - Completely embedded checkout - Fully customizable subscription models through our billing builder - Powerful notification system - Global payment configurations - Multiple sales channels all managed from a single platform.
Aria Systems
ariasystems.com
In today’s on-demand world, the needs of the market can turn on a dime. Aria Systems gives enterprise companies speed and agility to change with it. Aria’s cloud-based monetization platform removes billing bottlenecks to allow companies to quickly launch and evolve their offerings. Only Aria provides speed and agility at scale, delivers actionable customer insights, and empowers business users with direct control to better monetize their offerings. Innovative companies like Adobe, Philips, and Pitney Bowes depend on Aria to accelerate their time to revenue, maximize customer value, and grow their business. Aria is the award-winning and consensus analyst choice, top-ranked by leading research firms.
Truss
trusspayments.com
Truss is a no-fee banking solution tailored to the construction sector, offering secure financial management and innovative payment services. Our suite includes business checking, distinct payables and receivables management, and an extensive cards program, all without transfer fees, monthly costs, or account minimums. Backed by $2.5M FDIC insurance through Thread Bank, Truss is trusted by industry leaders for its efficiency and security. This platform is an invaluable tool for contractors and builders, streamlining financial processes and integrating seamlessly with essential business workflows, simplifying financial management in the construction industry.
PayJunction
payjunction.com
PayJunction is where people and technology converge to transact. Founded in 2000, the company has frequently disrupted the payment processing industry with an approach that combines continual innovation, customer advocacy, and transparent and ethical pricing. PayJunction processes over $9 billion annually with solutions that make it easy for businesses to accept payments made in-store, online and on-the-go. Our focus on computer science as an art—combined with our ethical, customer-centric attitude—drives us to develop disruptive technology that helps businesses increase productivity, reduce costs and elevate the customer payment experience. Our cloud-based payment solution easily and securely integrates with industry-leading business software and management platforms, or operates as a turnkey stand-alone solution. Our revolutionary No-code Payments Integration™ allows Independent Software Vendors (ISV) and developers to integrate payments within their software in minutes via PayJunction’s browser extension. PayJunction’s people-first culture values long-term relationships over short-term profits, which has helped us earn widespread recognition and awards from Stevie®, Glassdoor®, Titan® and others. Honesty and integrity are part of every interaction with partners, customers and employees. We foster a collaborative work environment, where creative ideas are welcomed, teams are inspired and success is celebrated. PayJunction is a place where you can find experienced mentors and supportive team members who are committed to your growth.
Paystand
paystand.com
Paystand is a leading digital payment solution for B2B companies, with over 170,000 businesses transacting on its payment network. Paystand makes it easy to accept payments, streamline collections, and automate hours of manual AR tasks. Using Paystand, you can enable no-fee payments and simplify complex accounting processes and operations like collections, payment reconciliation, and the communication workflow with customers. You won't find any additional fees or markups associated with Paystand's network. Instead, you can access wholesale processing rates and collect payments electronically without paying any transaction fees. With robust support for many ERPs like NetSuite, Xero, and other eCommerce systems like Magento and Epicor, Paystand integrations upgrade the entire customer payment experience. Paystand helps you reduces costs and frees up AR resources across your business to improve cost savings, team productivity, and cash flow.
Checkbook
checkbook.io
At Checkbook, we have built a way for businesses and individuals to send and receive Digital Checks, with a few simple clicks. Checkbook.io is solving push payments by providing a seamless experience for both sender and recipient. It requires no recipient onboarding and gives them the power of choice in selecting a payment method for receiving funds, whether it be Instant Pay, Direct Deposit, or a Printable Check. The simple flow has helped our companies reach 99% in digital conversion, which has drastically cut the cost and support of antiquated paper checks.
Metaprise
metaprisebanking.com
Metaprise’s mission is to empower businesses to transcend horizons, restrictions, and norms and enable fast, worldwide B2B payments at scale. Metaprise makes it possible for businesses of all sizes to transact worldwide, as effortlessly as they do locally, allowing them to take advantage of new economic opportunities. Metaprise delivers a suite of services that includes cross-border payments, local receiving accounts, automated AP/AR tools, debit card solutions, and risk management. We’re powering growth for customers ranging from freelancers, SMBs, and enterprise-level businesses around the globe. Metaprise makes global commerce easy and secure.
Bilflo
bilflo.com
Bilflo understands the need for integrated solutions rather than end-to-end solutions. Bilflo was designed with open APIs to integrate within your current business ecosystem interfacing your front office (ATS, CRM) with back-office processes (Time Management, Payroll, Accounting), eliminating the need to manually enter data in multiple places. Your best tools and processes work together seamlessly. Bilflo consolidates and tracks sales and recruiting activity consolidates time and rates from various systems and unifies sales and gross profit data. With all of this data in one place, you get an accurate overview of your contractors, sales team members, and organizational health. Bilflo enhances your ATS system - Real-time, Customized Reporting & Analytics - Limited Back Office Management integration partners - Import Bulk Timekeeping - Adding Custom Pay Bill Items Bilflo helps with the following: - Weekly grind of processing payroll (comparing multiple timecards, tracking expenses) - Ensuring payroll accuracy for contingent workforce - Timely and proper client invoicing with detailed timecards - Useful business intelligence with real-time data points, integrated across all system tools. - Scaling back-office resources for higher productivity
SherpaDesk
sherpadesk.com
SherpaDesk focuses on what matters most to professional services - Time. SherpaDesk is a cloud-hosted professional service automation (PSA) solution that integrates core business processes into one solution. Organizations are able to track customer service issues, capture billable & nonbillable time and monitor all of their project's profitability. SherpaDesk's mobile application is the perfect solution for any organizations who have techs in the field and need log their time and expenses.
Fortifi
fortifi.com
Fortifi is the all-in-one business software for sales, marketing, customer support and billing teams. Helping you to acquire new customers, nurture existing ones and make getting paid a breeze, Fortifi has all the tools you need to run your business, from one intelligent and user friendly platform.
Received
received.ai
The first B2B Billing & Revenue management platform. Made for B2B finance teams managing custom contracts and complex pricing models, looking to streamline their processes and gear up for growth.
SalesBinder
salesbinder.com
World leaders in inventory management software. SalesBinder is the easiest-to-use, most customizable, modern web-based inventory system that you'll actually enjoy using. As one complete integrated system you can keep everything organized in real-time, ranging from customer accounts, prospects, purchase orders, estimates, invoices and much more. Integrate with 3rd party systems such as QuickBooks, Xero, WooCommerce, Zapier, and many more. Build your own integrations using our full featured API. There's nothing to install and getting your account setup only takes 30 seconds.
EyeOnTask
eyeontask.com
EyeOnTask enables you to manage everything in a modern and intuitive way, making it the best field service management software on the market. It offers a system that solves the current issues faced by corporate field service management. It is a customer-focused organization with the mission of lowering costs, increasing efficiency, and optimizing operations for its clients. It has helped several field service businesses manage and optimize their field activities, which in turn boosted their return on investment. EyeOnTask is a name you can trust among the available field service software in the market. Features: * Billing & Invoicing * Quotations/Estimations * Job Scheduling * Assets/Inventory Management * Job Time Tracker * Job Dispatching * Contract Management * Audit/Inspection * Appointments/Leaves * Client Call History and Service Tracking * Payment Collection On The Field * Electronic Signature * Customer Portal * Equipment Management * Lead Management Industries It Serves: * HVAC * Plumbing * Computer Installation & Repair * Transportation and Logistics * Construction * CCTV Surveillance * Internet and Cable Service Provider * Pest Control * Cleaning Software * Lawncare and Landscape * Pool and Spa * Solar Installation System * Fire Safety and Alarm Systems * Home Automation EyeOnTask is a cloud-based field service management software that automates, organizes, and streamlines your company's operations.
Fidesic
fidesic.com
Need help with invoice processing for Microsoft Dynamics GP or D365 Business Central? Fidesic is your go-to solution for AI powered payables. www.fidesic.com Still processing invoices manually? Fidesic makes invoicing and vendor payments pain free! We help business that are... *Growing Businesses *Multi-location / Multi-entity / Franchises *Needing to scale invoice processing *Needing to modernize AP processes *Using Microsoft Dynamics GP or Business Central Features: *Invoice Data Capture - 99% accurate (No more manual entry) *Easy to Build Approval Workflows for Invoice and Payment Approval *Easy Pay - (ACH, Secure Check Fulfillment, Mobile) *Vendor Portal with Your Branding (Vendors Submit Invoices Directly) *Direct Integration with Business Central and Dynamics GP (Great Plains) Fidesic continuously strives to provide users with the most reliable, efficient and easy-to-use accounts payable (AP) automation solution for Dynamics GP and Business Central. We believe that by simplifying your invoice processing with a modernized, high-visibility and secure platform, you can focus on big-picture organizational goals and build a job you love. Fidesic is designed to work with both single and multi-location businesses using Dynamics GP. We work with accounting professionals to help reduce manual processes, increase productivity, and increase visibility in organizations that have decentralized responsibility. The Fidesic team understands each business, regardless of size, on a personalized basis - ensuring your accounts payable (AP) needs are being heard and taken care of. The customer service team is available via live chat, phone or email to provide you with the necessary information and assistance you need to succeed and overcome any challenges you may face. • Self-Guided Onboarding - Make the transition to automation flawlessly simple. Our support team is there to guide your throughout the entire process whenever you need assistance. • Invoice OCR (Optical Character Recognition) - Fidesic's OCR combines software and human-entry to ensure that important invoice data is as accurate as possible - with the capability to capture invoices up to 96% accurately. That means no more data entry! • Multi-Location Support - Fidesic has native multi-location support built into it's capture and workflow. Invoices will be automatically routed to the designated location approvers and GL coding. • Customer Service - Fidesic takes pride in outstanding customer service. The team is available via live chat, phone or email to answer any of your accounts payable questions, comments or concerns and address them in an efficient manner. • Complete MEM (multi-location) Integration - Fidesic AP has workflows, invoice management, and an import into GP that was designed specifically to work with Multi-Entity Management. Approved invoices will be split into their single, or multiple entities, and imported into GP with zero data entry required. • No More Manual Data Entry - Fidesic helps users out with approval and takes care of fulfillment. No more stuffing and sending out physical paper checks. Send ACH and paper checks by picking which invoices to pay. • Vendor Payment Automation - Fidesic is the best way to manage your entire vendor payment process with our web-based approval workflow system. The solution will match how you have your banking system set up in your Dynamics GP ERP system. You’ll be able to pay vendors from multiple bank accounts by ACH and paper check without adding extra steps to your approval and payment process. • Mobile Invoice Approval - Fidesic's accounts payable solution offers a powerful mobile invoice approval platform that you can access from anywhere with an internet connection. No longer hold up invoice approvals simply because you are out of the office - approve invoices right from your email with our solution. • Robust Workflow - Fidesic's offers a flexible and reliable workflow that routes invoice approvals automatically so you no longer have to micro-manage your accounts payable (AP) invoice processing. As a Fidesic user, you will have complete visibility into your workflow and the capability to generate reports that are are audit-ready. • Industry-Specific Capabilities - Fidesic's offers features designed with specific industries in mind. The solution assists multiple Healthcare, Non Profit, Food & Beverage, Hospitality, Finance and Franchise organizations with their invoice and payment processing. • Reliable Reporting - Fidesic's solution can meet your unique reporting requirements. You will be able to provide reports specially designed to provide your donors insight into how funds are being spent and customize reports based on their needs, all with minimal effort. Users will also be able to create a report with backups of all PDFs and their associated expenses. We know the importance of having access to your full audit trail of all approvals (invoices and payments). ****Fidesic for Free**** Fidesic's offers users an unlimited, no cost trial of Fidesic to explore what AP automation means for their organization with no time limit.