Page 15 - Top Finance Apps - Switzerland

Trovata

trovata.io

Trovata makes it easy for businesses to automate cash reporting, forecasting, analysis, streamline investment opportunities, and money movement. By bridging the gap between banks and accounting systems, Trovata helps companies gain powerful insights into their cash flows and facilitate better and quicker business decisions. With over $100 billion of cash managed for nearly 200 enterprise customers, like Block, Eventbrite, and Krispy Kreme, Trovata makes it easy for companies to take control of their cash flow. As a next-gen technology platform, Trovata is helping many of the world’s largest financial institutions digitally transform commercial and corporate banking with its growing network of direct API integrations. We’re committed to making better cash management accessible for all businesses. Book a demo today to get started. Trovata is based in San Diego, CA.

Plika

getplika.com

A cloud Financial Planning & Analysis solution so that you and your company can know your results and cash flows instantly. Change the way you plan, consolidate and do financial analysis. Avoid inaccurate information to make decisions, simulate your future scenarios in a simple way, and, above all, avoid large corporate IT projects with results that do not satisfy your role as CFO.

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.

Francis

francis.app

Francis is a financial planning platform that combines the flexibility from spreadsheets with dedicated FP&A features. With features for consolidation, budgeting, forecasting and reporting, Francis is purpose-built for finance teams in SMBs looking to automate manual processes and future-proof their financial planning. Learn more at www.francis.app

Feexle

feexle.com

Feexle made finance management for Digital Companies easy. Everything you need to start finance tracking: plan income, forecast expenses, and track your budget-all in one simple tool. Feexle makes it easy to create, update and share your financial plans, manage your runway, cash balance, burn rate, expenses and revenues.

Cashphlow

cashphlow.com

Cash forecasting at a weekly level is a best practice. But it is time consuming. It can take hours to create an error free forecast. Our software makes the process easy. And it can be used with ANY accounting system or without one. Ditch the spreadsheets and start today.

Trezy

trezy.io

Simplify Your Cash Management with Trezy: The Ultimate Business Insight Tool Discover Trezy, the revolutionary cash management software designed for businesses seeking to streamline their financial operations without the hassle of tedious administration. Our intuitive platform offers real-time monitoring of your cash position, consolidates bank balances from multiple accounts in a single view, and provides smart forecasting to plan your financial future with ease. Key Features: Real-Time Financial Dashboards: Gain immediate insights into your revenues, costs, cash flows, and margins with Trezy's auto-populated dashboards. Make informed decisions based on comprehensive financial overviews over any period. One-Stop Bank Balance Management: Say goodbye to switching between apps. Trezy consolidates your bank balances from multiple accounts, offering a unified view of your financial status. Future-Proof Your Finances: With Trezy, planning ahead is simpler than ever. Utilize our automated smart forecasts to build scenarios and anticipate your financial needs with precision. Automated Administration: Connect your bank account and let Trezy automate the rest. From categorizing transactions to identifying supplier/customer names and calculating performance ratios like gross margins, Trezy handles it all. Robust Data Security: Your financial data's security is our top priority. Trezy adheres to the highest data security protocols, including PSD2 compliance, ensuring your information is protected through advanced encryption and continuous monitoring.

Roseon

roseon.world

RoseonApp is a one-stop crypto trading & earning app, now enhanced with the DePIN Light Node feature, allowing you to earn passive income in the form of XP! Trusted by over 350K+ users, RoseonApp combines crypto management with Trading, Launchpad, DeFi, Game Center and NFTs all in one place. MAIN FEATURES: * DePIN Light Node: Earn passive XP by supporting decentralized networks. Simply run a light node, contribute to the network, and earn rewards effortlessly. * Trade: Trade like a pro at your fingertips anytime, anywhere. * Smart Wallet: Securely deposit and withdraw tokens or NFTs, supporting 7 chains (Ethereum, BNB Chain, Polygon, Solana, OKTC, Arbitrum and Polygon zkEVM). * Staking & Lending: Earn rewards through staking or lend your crypto with competitive rates. * Farming: Access safe, high-quality farms. * Launchpad: Participate in Token or NFT sales. * Swap & Bridge: Easily swap & bridge tokens. * Game Center: Play & earn reward with multiple Play-to-Earn games and iGames. * NFT Gallery: Manage, store, and trade rare collectibles and in-game assets. * Portfolio Manager: Track all your crypto assets in one place. * On-Ramp Fiat: Quickly convert fiat to crypto with services like Banxa.

Brixx

brixx.com

Brixx financial planning software is designed for every stage of business. We develop unique financial planning and modelling applications that help our customers create comprehensive financial models and long-term forecasts that go beyond the scope of traditional spreadsheets. Our aim is to make your business forecasting and planning as simple as it can be. Many people worry about the finance side of their startup, business or even household budgets. With Brixx we attempt to break down some of the barriers between the lofty heights of the finance world and the new business owner. Our weekly blog posts cover a range of topics from cash flow forecasting, business and startup tips as well as recent updates to the software. These can help you with using Brixx as well as learning more about the entrepreneurial side of starting a business.

Futrli

futrli.com

The most intelligent forecasting and reporting technology in the market. Visualise predicted cash flow, balance sheet, expenses, and P&L forecasts within minutes through our direct integration with Xero. Futrli's intuitively designed drag-and-drop functionality will revolutionise your management reporting, enabling you to make better decisions through clear and insightful data. Get started quickly and easily with guided flows on your home screen, designed to streamline budgeting, forecasting, and report creation. The financial world is changing rapidly and we're here to help you navigate it. Futrli’s intelligent financial predictions and reporting deliver impactful insights for a business’s current, past and future performance. More than just monthly profit & loss figures, a Futrli budget creates smart predictions by reading your business data patterns. Board pack? Funding application? Power your business strategy and model scenarios with the most comprehensive 3-way forecasting platform in the app-ecosystem. Performance insights - Futrli’s performance area is entirely customisable, allowing you to tailor your dashboard to easily surface historical business insights that meet your unique needs. Reporting – Leverage automated scheduling, 60+ templates, and customisable branding to effortlessly deliver reports that resonate with you and your business. Daily cashflow forecasting - Let algorithms analyse all your ledger transactions to anticipate upcoming income and expenses. Achieve pinpoint accuracy in short-term cash flow and make quicker, more confident decisions based on our auto-predictions, now with traffic light confidence scores. 3-way forecasts – Futrli forecasts every area of your business as seen in your Profit & Loss, Balance Sheet and Cash Flow, grounded in real-time data. View account categories, accounts, predictions, and non-financial data as data sets, enabling you to delve deep into the heart of business performance.

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.

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.

RoseonX

roseon.world

ROSX is a decentralized exchange (DEX) platform that operates within the Roseon ecosystem, designed to facilitate seamless trading of cryptocurrencies. It provides users with a secure and efficient environment to swap, stake, and manage their digital assets.

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.

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.

HedgeFlows

hedgeflows.com

HedgeFlows is a cloud-based treasury and risk management system for smaller corporates and scaleups that trade internationally. Integrate HedgeFlows with your accounting or ERP system and save up to 80% on managing global payments, liquidity and risks in 30 currencies with integrated analytics and seamless workflows. The company was founded in 2020 by industry experts, each experienced in running the global financial markets divisions of international banks. This experience has informed HedgeFlows’ design so that its users do not need to take long training courses nor rely on currency & treasury specialists to trade overseas. The platform leverages APIs and cloud-based data to help clients embed prudent principles into their existing processes and to capture timely insights that can assist “safer international growth without unnecessary costs”. HedgeFlows offers three modular solutions: 1) Multi-currency payments automation - Accurate & effortless payment automation for domestic and international invoices, reconciled in your ledger automatically in real-time. It saves time and effort, completely revolutionising how finance team can process vendor invoices and payments globally. 2) Cash visibility and management - for busy finance directors and managers who want full visibility as their business operates and grows internationally. Upgrade to the next-gen real-time reconciliations that keep your ledgers always in sync. As soon as your payments and transactions settle, HedgeFlows automatically applies them to invoices so that you can always be confident about your cash balances and focus on more valuable tasks instead of doing down the reconciliation spreadsheets. 3) FX Risk management - our award-winning FX Risk Management Platform ensures your finance team manages currencies and never gambles on them. Get full visibility from the moment FX risks arise and make informed and timely decisions without time-consuming processes or guesswork

Pazy

pazy.io

At Pazy, we're driven by a vision: to equip every finance leader with the power to understand every rupee spent, in real-time. We believe that seamless automation and insightful data should be the norm, not the exception, for finance leaders. Pazy is business spend management software that automates accounts payable workflows in real-time. The cloud platform streamlines invoice processing, approvals, accounting, and reporting.

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.

Trolley

trolley.com

Trolley is the end-to-end payouts platform built for the internet economy, helping businesses make and manage payouts to contractors around the globe. Finance and product teams across hundreds of organizations—including Envato, Downtown Music, Bugcrowd, GoTo, & Viral Nation—use Trolley to automate processes and enable payouts at scale. Annually, Trolley sends billions of dollars in 210+ countries and territories, with over 2.5 million total recipients on the platform. Trolley is on a mission to unlock the collective economic opportunity of the internet.

Kema

kema.co

Invoice payments platform that aims to accelerate cashflow for SMEs in MENA. We bring together everything you need to transform your invoices to cash: - Automate payment links for every invoices - pre-built payment gateways such as Telr, Checkout, Amazon Payments, Stripe, etc. - a suite of automation features for reminders, payment updates and reconciliation - Real time invoice management, A/R dashboards and analytics - All done through a simple one click plug-in for your favourite accounting systems such as quickbooks, xero, zoho, odoo, etc..

Banxa

banxa.com

Banxa (TSX-V:”BNXA”) is a Payments Service Provider (PSP) for the digital asset space. The company has a mission - to build the bridge between traditional financial systems and regulation and the digital asset space. Their goal is to onboard the general public to digital currency by building fully compliant payment infrastructure that enables simple and secure conversion of fiat currency to digital currency (e.g. USD/CAD to BTC/ETH). Banxa's flagship product is a “Plug-and-Play” Fiat Onramp which allows seamless access to digital currencies via multiple payment methods. The company’s product line is diversified by a B2B offering, or wholly owned, B2C (direct-to-consumer) websites. Upcoming products will focus around further development of digital payments, transfers and storage.

Moolahmore

moolamore.com

Moolamore is a sophisticated accounting application that analyzes, manages, and projects real-time transaction data. Using our cash flow forecasting software and app, you can forecast and estimate your company's future financial position. By estimating how much money will come in and out of your business over a specific time period, you can take control of your cash flow and make informed financial decisions

Dunforce

dunforce.com

Dunforce transforms the way companies manage their payments. It is the first Intelligent Collection Agent, using AI and machine learning to solve this growing problem of late payments.

Debtist

debtist.de

More growth, less cash flow stress – focus on what matters with Debtist as your receivables management and debt collection partner. As a global digital debt management and collection Partner we are not just a software tool, we actively increase your Cashflow and order to cash cycle through debt management, dunning & collection for both B2B and B2C debts and open invoices. Reduce risk through Credt checks, send automated payment reminders and let Debtist take over your dunning and legal claims. With letters, emails, phone calls, and SMS, Debtist actively handles all steps to recover the Cash. This relieves the financial team while simultaneously increasing cash flow and revenue. We integrate into your accounting stack, for seamless case collection, bringing you the real-time insights to increase your cash collection cycle from Credit checks, payment reminders up to debt dunning steps and legal case handlings.

collect.AI

collect.ai

collect.AI is the next generation Order2Cash platform for the AI era. Our SaaS platform is changing the way leading European companies realise their receivables. Our innovative, AI-driven technology enables end-to-end cash flow optimisation and ensures that receivables become cash flow reliably and in time. With collect.AI, European companies realise receivables smarter, faster and better. collect.AI was founded in 2016 and was one of the first AI fintechs made in Germany. Today, we are an Aareal Bank Group company and a leading FinTech innovator in the field of artificial intelligence and SaaS cloud technology,

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.

Sparrow

sparrowexchange.com

Sparrow offers innovative digital asset products and solutions. Headquartered in Singapore, Sparrow has established an options trading platform that aims to be secure, compliant, and intuitive for individual subscribers. In addition, we work with financial institutions and family offices in designing bespoke digital asset solutions to achieve customer-centric growth objectives, while not compromising on financial reporting and compliance requirements. Established in 2018, Sparrow (through its entity Sparrow Tech Private Limited) has obtained the Major Payment Institution (MPI) licence from the Monetary Authority of Singapore (MAS) to provide Digital Payment Token (DPT) services in Singapore under the Payment Services Act (PSA). We have a team of deeply experienced individuals who focus on Fintech, digital asset products, infrastructure building, compliance, and the user experience.

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.

SimpliCapital

simplicapital.ai

SimpliCapital is a subscription SaaS product with an intuitive user interface and an embedded AI engine that accelerates invoice collections & recommends optimal supplier payments with an underlying digital payment platform to maximize cash flow efficiency.

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.

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.

Kolleno

kolleno.com

Kolleno is an accounts receivable management software that brings receivables, payables, reconciliation and payments all in one place.

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.

Helu.io

helu.io

Modern financial management without the busy work. Streamline your data and focus on your company’s growth - this is Helu! Devoting countless hours every month compiling data just to report basic findings have been the status quo for every financial team. Helu breaks this cycle by integrating multiple data streams, automating and customized reports, and aligning teams - all within a few simple clicks. Modern Analysis without meaningless Tasks Streamline your workflow and focus on your growth. Utilize customizable dashboards and widgets to deliver insights about performance. Maintain a unified reporting process across departments - always up-to-date and down to a single booking level. Plan together, Scale together Understand how your business changes — compare budget vs. actuals and create customized scenarios to establish a solid basis for your business decisions. Build a stronger future for your company together Embrace collaborative reporting and establish a consensus around your financial data. Share date in real time, give user access rights and keep everybody up to date with push notifications. Connect your Most Important Data Sources Integrate existing software systems for more streamlined and painless data processing - such as DATEVconnect! This allows you to customize any report within minutes and to share everything immediately with the right stakeholders and team members.

Corvee

corvee.com

Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.

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

Picnic Tax

picnictax.com

They are a provider of an online tax marketplace connecting consumers/SMBs with pre-vetted accountants nationwide. Their streamlined web app facilitates both the initial accountant/CPA search and vetting process (they match you to the perfect accountant for your needs) as well as the subsequent tax filing process (client-accountant communication, doc transfer, payment, etc. all happen directly on Picnic's intuitive platform)

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.

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.

Docupace

docupace.com

Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.

ViaBTC

viabtc.com

Founded in May 2016, ViaBTC is an innovation-driven blockchain service provider that boasts abundant experience, extensive investments, secure and reliable products, and a global user base. Relying on the advanced Fintech, they aim to catalyze progress in the blockchain industry, build a better future for the blockchain, and fulfil their mission - “Via Blockchain, Making The World A Better Place”. ViaBTC has a top-notch multinational team with members all over the world. They used to work for world-leading Internet and financial companies, and many of them stepped into the cryptocurrency market in the earliest days as practitioners, pioneers, and investors. At present, the product team and the R&D team account for more than 60% of ViaBTC's workforce, supporting the company with rich development experience and strong technical capacity. ViaBTC aspires to gather more highly educated, high-calibre talents as its brainpower to provide secure and stable one-stop mining services for over 1 million users across 150+ countries/regions and to drive the technological innovation and development in the blockchain industry.

Peek

peek.money

Peek is an intelligent net worth tracker designed to help you track, manage, and grow your net worth.

TweetScout

tweetscout.io

Find new crypto projects early on X, analyze Twitter accounts, avoid scams, and make more profit than ever

TaxStatus

taxstatus.com

We make tax records more accessible— empowering businesses and individuals everywhere. We’re here to show you what the IRS sees. We set out to streamline contact with the IRS, allowing businesses and individuals to see official records in hours instead of weeks. The result is financial empowerment, better decision-making, and complete transparency.

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.

Taxfyle

taxfyle.com

Get a licensed CPA or EA to solve your accounting needs. Taxfyle connects you to an accountant that can e-file your tax return for yourself or your business and manage bookkeeping monthly. All done on a user-friendly platform. Join the thousands of satisfied customers that use Taxfyle for their accounting and tax preparation service 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!

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.

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.

Sardine

sardine.ai

Sardine is a leader in financial crime prevention. Using proprietary device intelligence and behavior biometrics, Sardine applies machine learning to detect and stop fraud before it happens. The platform includes tools for identity verification, fraud prevention and investigation, AML monitoring, and case management. Over 250 companies use Sardine to prevent fake account creation, social engineering scams, account takeovers, bot attacks, payment fraud, and money laundering.