Xero
xero.com
Xero is a New Zealand domiciled public technology company, listed on the Australian Stock Exchange. Xero is a cloud-based accounting software platform for small and medium-sized businesses. The company has three offices in New Zealand (Wellington, Auckland and Napier), six offices in Australia (Melbourne, Sydney, Canberra, Adelaide, Brisbane and Perth), three offices in the United Kingdom (London, Manchester and Milton Keynes), three offices in the United States (Denver, San Francisco and New York), as well as offices in Canada, Singapore, Hong Kong and South Africa.Xero's products are based on the software as a service (SaaS) model and sold by subscription, based on the type and number of company entities managed by the subscriber. Its products are used in over 180 countries.
Karbon
karbonhq.com
Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.
Copilot
copilot.com
Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot. Copilot was founded in 2020, raised a $10M Series A in 2022, and is headquartered in New York City.
Dext
dext.com
Dext makes accountants and the businesses you look after more productive and profitable through better data and insights. Combine real time accurate data with practice productivity tools. Free up your team to spend more time adding value. Prepare finances You can Prepare, sort and automatically publish paperwork using Prepare with Receipt Bank. Pull cost data from over 1,400 suppliers and automatically sort and categorise with smart supplier rules. Match paperwork with cost data through bank connections for reconciliation. Use our smart tools to analyse tax, payment timing and talk to your clients about cashflow, all in real time.
Financial Cents
financial-cents.com
Scale your accounting firm with one easy-to-use solution. Collaborate with your staff, track the status of client work, automate client-data collection, track time, invoice your clients, and store all your client information in one secure place!
Canopy
canopytax.com
Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.
TaxDome
taxdome.com
Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.
Jetpack Workflow
jetpackworkflow.com
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.
Suralink
suralink.com
Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 400 of the leading firms in North America and the UK ensure a simpler, more secure audit process.
MYOB Australia
myob.com
Whether you're just starting out, or running an established enterprise, you can manage your entire business with MYOB. One business management platform, with all your key workflows – from finance and supply chain to employee and project management – MYOB saves you time and money. Wherever your business is headed, MYOB adapts to meet your changing needs. Whilst providing the visibility and confidence you need to make better, more informed decisions. Unleash your business’s potential, with MYOB.
Capium
capium.com
Capium is a fully integrated accounting suite based in the Cloud, which means there is no need to have any hosted desktop or internal/external servers. It's everything you would expect from your basic desktop accounts software, but continually accessible virtually. Capium suite can be accessed from laptops, mobiles and tablets from anywhere, granted there is an internet connection available. About Capium: The company was established in 2015 when it launched the first 6 modules to facilitate professional accountants and Small to medium size enterprises (SMEs). By 2018, Capium had acquired 750+ firms using their modules and 6 award nominations, and in 2019, Capium won 2 national accounting awards. Capium is a firm focused on the accountant as the valued client. The accounting tech software market is worth more than 1 billion pounds in the UK, with a compound annual rate of 8.5% forecasted for the period of 2021-2026. With the arrival of the enforcement established by the HMRC of making tax digital (MTD) by the year 2023, it created a need for accountants to seek the appropriate tool/software to help ease their transition into submitting taxes via the cloud to the local government. This has provided Capium (and competing firm) a visible and exponential opportunity for growth in 2022.
Planful
planful.com
Planful is the Cloud FP&A Platform for Continuous Planning. You, the FP&A team, are on the frontline rapidly planning and analyzing how to navigate your organization through frequent and complex business changes. Your expertise and skill-set are made for moments like this and we are here for you.
Fluence
fluencetech.com
Fluence is the only purpose-built financial consolidation, close and reporting software for midmarket businesses. Our customers go live in weeks, close their books in days and report intelligence in real time. We deliver game-changing efficiency gains and trusted, timely numbers to over 800 customers so they get the time, control and confidence they deserve. Fluence is out-of-the-box, no-coding software with a full Excel interface and enterprise-grade capabilities for immediate adoption and quick time to value, all in a truly finance-owned solution. Welcome to Fluence...we close early.
SuiteFiles
suitefiles.com
Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!
Keeper
keeper.app
Keeper gives accountants and bookkeepers one platform to communicate with clients, catch coding errors, manage receipts, streamline their workflows, and so much more. Powered by a 2-way sync with QuickBooks Online and Xero, Keeper connects to clients' ledger files and cuts down time spent completing the month-end close by 50%.
Docyt
docyt.com
Experience AI bookkeeping with Docyt, saving 500 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.
Modern Treasury
moderntreasury.com
Modern Treasury builds payment operations software. Use our tools through web application or API to manage the full cycle of money movement—from payment initiation, through approvals, to reconciliation.
ProCharted
procharted.com
Grow your firm without adding stress. Keep your workflow organized, efficient, and deadline-driven with all-in-one practice management software.
Numeric
numeric.io
With Numeric, leading teams organize their close, streamline reconciliations, and leverage AI for auto-drafted flux analysis and lightning-fast reporting.
Datarails
datarails.com
Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data consolidation, advanced visualization, reporting and AI capabilities to uncover strategic business insights.
Uncat
uncat.com
Uncat helps accounting professionals fix uncategorized expenses, income, and assets with their clients. It automatically notifies clients, and syncs with QuickBooks Online, Xero, and QuickBooks Desktop. Just $5/month. Stop herding cats! Start a 14-day free trial.
Leapfin
leapfin.com
Every company makes decisions based on revenue data and financial performance; however, many Accounting and Finance departments need help with manual, time-consuming processes to close and report on these numbers accurately and in a timely manner. Leapfin’s continuous revenue accounting automation platform helps companies like Canva, SeatGeek, Reddit, Sports Illustrated, and Flexport close month-end faster, report accurate financials, and gain unprecedented visibility into their business. It’s the only platform that provides Accounting teams with a single source of truth for all transaction data in their business, automates revenue recognition, and reports an accurate, auditable, timely revenue summary. For more information, visit www.leapfin.com.
AuditorsDesk
auditorsdesk.in
Auditors Desk is a cloud-based end-to-end audit platform which is fully customizable based on your firm methodology to assist audit teams deliver high quality audits with the use of smart audit tools and online document management. Auditors Desk replicate your day-to-day audit work to a digital platform, which results in improved quality and efficient audit process by better collaboration between teams and clients.
Workiva
workiva.com
Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva
Juni
juni.co
The financial platform built for ecommerce. Juni makes every day easier for ecommerce businesses, helping you manage your finances and maximise cash flow — all from your smart dashboard.
MYOB New Zealand
myob.com
Whether you're just starting out, or running an established enterprise, you can manage your entire business with MYOB. One business management platform, with all your key workflows – from finance and supply chain to employee and project management – MYOB saves you time and money. Wherever your business is headed, MYOB adapts to meet your changing needs. Whilst providing the visibility and confidence you need to make better, more informed decisions. Unleash your business’s potential, with MYOB.
Silverfin
silverfin.com
The Silverfin cloud platform enhances the delivery of accounting and tax services by creating a live client file, connected workpapers, and supported by inbuilt intelligence. With standardised and automated workflows for working papers, accounts production, corporation tax and management accounts, the platform improves compliance consistency, capacity and control. Silverfin takes financial data directly from client bookkeeping systems like Xero and Quickbooks and hosts it securely in the cloud. Then best-practice templates standardise, and automate tax and accounting workflows to make compliance easy, fast, and accurate. But that’s only half the story. Leading firms use Silverfin to power their advisory services too. Looking at data and trends, right across the client portfolio is easy and automatic alerts warn of risks or identify opportunities to give advice or sell additional services. 30% of the top 100 accounting firms use Silverfin today, managing over 50,000 client files in the cloud.
Aleph
getaleph.com
Aleph is a spreadsheet-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in full control over how they consolidate, transform, and work with cross-system data using Excel, Google Sheets, and web-based dashboards. From annual budgeting to monthly reporting, Aleph’s no-code tools eliminate 90% of the time-consuming, error-prone busywork, allowing finance teams to focus their time and energy on more strategic work. Hundreds of businesses rely on Aleph for faster reporting, deeper insights, and better decision-making.
Elephant CPA
getelephantcpa.com
ElephantCPA is is a cloud-based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while also increasing client satisfaction.
Entera
entera.global
Entera is a cloud-based software that automates the input of accounting documents. Combining AI and OCR technologies service can enter documents 10 times faster than human performance. Key Features: — Upload documents from different sources: scans, photos, email, PDFs, Xls, doc, and another digital formats — 98% recognition accuracy — Recognize up to 100 documents simultaneously — Integration with QuickBooks, odoo, Tally, Zoho, and other systems — Store and find your documents in seconds with our digital archive
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