Approveit
approveit.today
Automate your business operations with Approveit. Integrate with Slack, Microsoft Teams, and more to streamline finance, HR, procurement, and IT processes
Inmatic
inmatic.ai
Overwhelmed by the avalanche of bills that arrive? Inmatic is a software that automatically accounts for invoices, with an unprecedented success rate, thanks to its powerful technology based on Artificial Intelligence. With it, you can reduce the cost and accounting time by half. With Inmatic you will be able to account for all types of invoices automatically, connecting with your usual accounting program. In addition, Inmatic is a powerful document manager, which allows you to create lists very quickly. No installation or maintenance cost. Based on Artificial Intelligence. Does not work with templates.
Uplinq
uplinq.com
SMBs start a business because they have an interest, expertise, or opportunity in a certain area or industry – not bookkeeping. They are often forced to choose from poor options such as outsourcing to firms with inconsistent service, hiring an internal finance manager, or doing it themselves. That's where Uplinq comes in. We offer businesses a better way to get professional help through our proprietary technology, that not only makes bookkeeping worry-free for the business owner, but also provides them with powerful data automation and machine learning to better understand their finances and how their business can improve. Uplinq is focused on providing a better solution: global connectivity, simple onboarding, weekly financial updates, and a constant focus on providing businesses with value - not additional friction. Welcome to bookkeeping made simple.
TagniFi
tagnifi.com
Large firms have long held an information advantage over emerging firms. TagniFi is a modern financial data platform for emerging firms that levels the playing field with budget-friendly access to timely and accurate information on the web and in Excel. With TagniFi, emerging firms can win more deals and outsmart the competition through better data.
Singularly
singularly.com
Singularly is a collaborative planning platform that enables finance and operations teams to build powerful models that perfectly match their FP&A, S&OP and business reporting needs. The platform connects data to ensure everything is in sync, presents interactive visuals to accelerate decision making, and promotes unlimited sharing and collaboration across the organization. Singularly’s pre-made templates and low-code design help teams start creating models on day one, and tackle even the most complex needs.
Predict Growth
predictgrowth.ai
Predict Growth helps startup founders create business plans, financial models, pitch decks, and virtual data rooms—saving time and keeping everything organized as they scale.
Pluvo
pluvo.io
Pluvo lets you forecast your finances effortlessly. Easily create unlimited scenarios to compare outcomes and initiatives, then build sharable reports and dashboards that everyone can understand. Perfect for business owners, financial professionals, or fractional CFOs, Pluvo makes it so simple to create financial models and drive analysis through your main business drivers. How many times have you looked at financials and had to refer to a business plan, or a board meeting, to understand why a company is spending on certain activities. Pluvo connects the dots and aligns the entire organization. Made with love in Ottawa, Canada.
Viably
runviably.com
Essential financial tools and continuous working capital for Amazon, Shopify, and Walmart sellers to thrive worldwide. Get funded today!
Octopus AI
myoctopus.ai
Easy and instant financial planning for your early-stage startup. No CFO yet? No problem! Octopus's intuitive platform allows founders without a finance background to effortlessly monitor their startup's financial performance and forecast future scenarios.
Nominal
nominal.so
Say goodbye to spreadsheet chaos and hello to streamlined efficiency. Nominal is the cloud-based, AI-powered financial operations platform built for mid-market companies and their accounting and finance teams. Nominal bridges the ERP gap with AI automation, turning business logic into AI-powered workflows so you can focus on strategy over spreadsheets. Our platform addresses critical challenges faced by mid-market companies: - Multi-entity Consolidation: Consolidate multiple entities and perform intercompany and elimination entries in minutes. - Close Management: Accelerate your month-end close with data-driven collaboration. - AI Generative Subledgers: Harness the power of AI to automate and streamline your subledgers, including prepaid expenses, leases, and fixed assets - Financial Data Lake: Access on-demand data that works for you. We're here to transform your financial operations, from multi-entity consolidation to month-end close - all without the headache of complex ERP customizations or endless Excel sprawl. Ready to excel without Excel? Discover how Nominal can be your new secret weapon in financial automation. Book a demo today and see how we're helping the smartest in finance move beyond spreadsheets.
Joiin
joiin.co
Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button. Endless financial reporting happiness Save time with Joiin: Spend less time finding data and churning through spreadsheets every month. A super-easy app: Connect within minutes and see data whether at your desk or on the go. Highly flexible features: Create an accurate picture of inter-company finances with powerful features. Safe and secure: Keep your data protected with our robust end-to-end security & multi-factor authentication. Competitive & simple: Achieve automated consolidation and customisation without breaking the bank. Makes life easier: Create beautiful reports and presentations & collaborate more effectively along the way. With our dedicated support team on hand to ensure an easy transition, you'll be up and running in no time. Our comprehensive support package includes on-boarding, one-to-one technical support and a dedicated help centre. Simple, affordable pricing means that all features are included in all plans, while built-in end-to-end security gives you peace of mind to work safely and securely. Start your 14 day free trial. All of our features. No credit card required. Who Uses Joiin? Joiin is used by businesses, finance teams, accountants and advisors. Joiin is a B Corp Certified company.
Rephop
rephop.com
Rephop is simple to use, web-based group consolidation, reporting and planning software. An entirely new way to see and use your financial information.
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.
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.
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.
Mosaic Tech
mosaic.tech
Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.mosaic.tech or send a note to [email protected].
Synced
syncedhq.com
Synced is an AI-driven expense automation platform designed to decrease your business's expense management time by up to 10x. Leveraging Synced, accountants and entrepreneurs can formulate custom workflows for automating frequent tasks such as Accounts Payable, Business Receipts, and Employee Expense Claims, enhancing both time-efficiency and financial precision. Featuring innovative tools like the Gmail Extension, Synced integrates seamlessly where you need it most. Our Concierge service provides you with a financial partner adept at handling prevalent expense management functions seamlessly. Discover why numerous businesses are choosing Synced to revolutionize their expense management operations. Visit syncedhq.com to get started today!
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.
MakersHub
makershub.ai
MakersHub is an Accounts Payable solution designed for industrial businesses. We bring the right data into your system, helping you eliminate manual data entry and improve accuracy. Our Smart Data Reader and data-syncing capabilities are best in class. Unlike clunky AP Automation, which gets it right only half the time, MakersHub brings in every relevant piece of data on your bill, every time. We connect seamlessly with QuickBooks (for real) - with an integration that delights our customers.
Pivot
pivotapp.ai
Pivot is a consumer-grade procurement software that helps companies keep their spend under control while enhancing their teams. Native integrations with ERPs and company tools allow implementation in just a few days, without the need for an integrator. Intuitive interfaces foster employee adoption, avoiding the need for training. For finance, legal, compliance and security teams, Pivot offers automations that dramatically reduce manual work and endless email threads.
Glean.ai
glean.ai
Unlock the power of intelligent financial control with Glean.ai, the cutting-edge AP software that offers unparalleled strategic insights. Harness the advanced capabilities of artificial intelligence to gain a deep understanding of your vendor spend. Identify areas of overspending and optimize your purchasing decisions to maximize your ROI. Leverage Glean.ai's unique line-item analysis to automate prepaid amortizations, accruals, and GL coding, streamlining your accounts payable processes. Collaborate effortlessly with your team, negotiate better pricing with vendors, and drive cost efficiencies across your organization. Experience the future of AP software with Glean.ai and take your financial management to new heights. Key benefits: • Unmatched Intelligence & Visibility: See hard-to-detect trends, get deep insights into core drivers, and uncover areas of overspending to increase your ROI with vendors. • Time-Saving Automation: Eliminate manual tasks with automated data extraction, GL coding, bill approvals & payments, prepaid amortizations, automated accruals, and more. • Robust Data Benchmarking: Leverage Glean.ai's proprietary benchmarking data to negotiate better deals with your vendors and drive increased spend efficiency for your company.
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.
SequenceHQ
sequencehq.com
Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and save time. Turn contracts into billing schedules in a few clicks and automate finance workflows effortlessly. Sequence automates your revenue collection process, allowing scaling companies to easily grow their topline, adjust pricing models on the fly, and create a source of truth for products & pricing. Sequence has built-in integrations to CRMs, ERP systems, and data warehouses, allowing for quick and easy implementation with your existing stack. The Sequence no-code dashboard is intuitive and loved by finance teams, and is the easy way to manage your billing.
TurboDocx
turbodocx.com
TurboDocx is a comprehensive platform that automates the generation of business documents and slide decks, helping organizations streamline content creation and maintain consistency across all deliverables. Whether it’s creating proposals, reports, statements of work, or presentations, TurboDocx allows users to efficiently generate materials from customizable templates, integrating seamlessly into existing workflows through robust API and SDK support. On the AI side, TurboDocx takes automation to the next level by using AI to intelligently extract relevant content from various data sources and apply brand-specific styles. The platform ensures that documents not only convey the right information but also stay aligned with your brand’s visual guidelines. TurboDocx AI analyzes your content, organizes it within pre-defined templates, and formats it according to your specific brand rules, from fonts and colors to overall design structure. This reduces manual input, eliminates errors, and ensures that all generated documents maintain a consistent, professional look while keeping your brand identity intact.
PairSoft
pairsoft.com
Free your team from manual processes. PairSoft’s AP automation, procurement, and document management solutions elevate teams above routine, transactional work so they can drive strategy and make an impact. PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft Dynamics, Blackbaud, Oracle NetSuite, Oracle Financials, and Sage Intacct ERPs, among others. From procure-to-pay to fundraising and document management, their automation solutions have been tailored over two decades to boost financial teams to the top of your industries.
Esker
esker.com
Esker is the global authority in AI-powered business solutions for the Office of the CFO. Leveraging the latest in automation technologies, Esker's Source-to-Pay and Order-to-Cash solutions optimize working capital and cashflow, enhance decision-making, and drive better collaboration and human-to-human relationships with customers, suppliers and employees. Esker is a global cloud platform built to unlock strategic value for Finance, Procurement and Customer Service professionals, and strengthen collaboration between companies by automating the cash conversion cycle. Founded in 1985, Esker operates in North America, Latin America, Europe and Asia Pacific with global headquarters in Lyon, France, and U.S. headquarters in Madison, Wisconsin.
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.
Prokraya
prokraya.com
Prokraya is a complete end-to-end lifecycle of procurement and supplier management providing a scalable spend management software that automates the current procurement process to improve efficiency and minimize cost. Our procure-to-pay solution removes the time-consuming manual procedures and human errors and sets up an automated process thereby making the procurement process 5X faster. Our Solution includes Budget Management, Purchase requisition, eSourcing, Catalogue Management, eInvoicing, Contract lifecycle management, and Spend analytics. Prokraya can be integrated with any ERP to enable seamless data flow and creates an audit trail for review.
Compleat Software
compleatsoftware.com
Founded in 2008 by Neil Robertson & Phillip Douglas, Compleat Software has rapidly grown to become one of the leading providers of Accounts Payable (AP) automation & Purchase to Pay software across the globe. We have one goal, to help businesses of all shapes & sizes, globally, achieve the extraordinary through automation. To do this, we have developed simple & affordable solutions that allow our customers to automate each part of the purchase to pay process. Our tools are easy to use, require minimal set up & can be taken on step by step. Meaning you & your team don't have to take on more than you can handle. Starting with low-cost digital invoice automation, your business can remove one of the biggest burdens on your AP team in just a few days. Follow this with cutting-edge approval automation, simple online buying & integration with most leading Accounting Software / ERPs, you can fully automate the AP & Finance process. The ultimate result is allowing our customers to make significant savings (with Savings as a Service) on what they buy, simply by making use of the data & information that is being captured & automatically processed. Serving more than 500 customers & numerous partners, our system processes thousands of e-invoices a day & billions of $’s in spend data. Combined, this provides our customers with real returns. Not just in time, but also in money. Compleat Software has offices in the United Kingdom, United States & Australia, with our HQ in London. Follow us on: LinkedIn & YouTube #TheFutureIsNow
Order.co
order.co
Order.co is the first and only Spend Efficiency Platform that helps businesses save time, save money, and gain clarity into their spend. Order.co eliminates manual purchasing and payment tasks and gives your team one place to purchase, approve, track and pay for all the physical goods your business needs. With customizable budgets and reporting, operations and finance teams can take back control over the buying process and start spending efficiently. Founded in 2016 and headquartered in New York City, Order.co oversees over half a billion in annualized spend across hundreds of customers like WeWork, SoulCycle, Hugo Boss, and Canna Provisions. Order.co has raised $50M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more. Order.co has been proudly named as a 50 to Watch by Spend Matters and a Best Place to Work by BuiltIn. Simplify buying for your business with Order.co. To get started, visit www.order.co.
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