Page 31 - Top Finance Apps

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

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.

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,

Paidnice

paidnice.com

Paidnice is comprehensive accounts receivable automation for small and medium businesses using QuickBooks and Xero. Since 2022 Paidnice has facilitated on-time payments for over $4 billion in transactions across 3 million invoices. Our unique solution gives you the power to automate late fees, interest, reminders, and reporting on autopilot - saving credit controllers hours typically spent manually chasing late payments. Customizable rules and workflows allow tailoring Paidnice's functionality to match your payment terms and customer relationships - whether that's automated late penalties, SMS invoice reminders, expedited dispute resolution, or bulk customer statements. Core features and differentiators include: - Auto-apply late fees, interest charges, and prompt payment discounts. - Custom email & SMS invoice reminders and past-due notices. - Send quote reminders before they expire. - Escalation workflows e.g. automated dispute letters, credit reporting. - Automate & send bulk customer statements. - BYO email domain and branding. - Per-customer customization settings. By leveraging Paidnice's set-it-and-forget-it accounts receivable automation, small businesses can significantly accelerate payment cycles, improve customer communication, and strengthen financial resilience without adding more hours to their team's workloads. The bottom line? Getting paid on time, every time, without the typical frustration.

DepositFix

depositfix.com

DepositFix is a robust invoicing and payment automation platform designed for service-based businesses and agencies seeking to streamline their billing processes. By integrating directly with popular CRMs like HubSpot, Monday.com, etc DepositFix empowers users to manage one-time and recurring payments within their existing workflows, creating a smoother, more efficient deal-to-cash experience. For agencies, consultancies, and other service providers, DepositFix automates essential invoicing tasks, minimizes manual entry, and improves cash flow by reducing the time to collect payments. How DepositFix Works: DepositFix connects seamlessly with CRM data to synchronize customer and deal information, allowing businesses to create and send invoices based on real-time data, without having to leave their CRM platform. It supports a range of payment options, including credit cards, ACH, and PayPal, giving clients a flexible, secure, and convenient way to pay. Key Benefits: • Automated Invoicing and Billing: DepositFix eliminates repetitive billing tasks by automating invoice creation, scheduling, and payment reminders, allowing businesses to focus on higher-value activities. Users can set up recurring invoices and update payment statuses automatically, reducing manual work and errors. • Seamless CRM Integration: Built specifically to integrate with HubSpot, Monday.com, DepositFix connects billing with customer management. This integration means users can handle their invoicing and payment processes within the same CRM environment, resulting in more accurate, up-to-date billing information and a unified client view. • Enhanced Revenue Insights: The platform provides real-time analytics and reporting, giving users a clear picture of revenue trends, outstanding payments, and cash flow. This enables smarter, data-driven decisions and better financial oversight. • Flexible Payment Options: DepositFix supports various payment methods, allowing businesses to offer clients a choice in how they pay. This flexibility improves the client experience, helping reduce payment friction and improve timely payments. Why Choose DepositFix? DepositFix is designed for companies that rely on efficient payment processes to maintain healthy cash flow. Unlike generic invoicing tools, DepositFix combines CRM integration, automated billing, and a focus on service-oriented businesses to deliver a solution that simplifies AR management and helps users get paid faster. With DepositFix, agencies can handle all billing functions within a single, familiar platform, helping them operate more effectively and grow their business. DepositFix lets you sell event tickets, courses, digital products, memberships, subscriptions and accept donations. Have full control over your payment process: - Accept payments on your landing pages and keep your clients on your website during the entire checkout process. - Add custom fields to your payment forms. - Send receipts using email workflows. - Catch and recover failed subscription charges. - Manage billing information without leaving your CRM. - Combine multiple products into a single form. - Create charges or subscriptions using marketing automation workflows.

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.

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.

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)

Polynomial

polynomial.fi

Polynomial Chain is an L2 designed to hyperscale on-chain derivatives trading, tackling the scalability and liquidity challenges present in the current DeFi ecosystem. It offers ultra-fast settlements and unified liquidity, setting a new standard and emerging as the premier derivatives super chain for DeFi.

Synthetix

synthetix.io

Synthetix is a decentralized liquidity provisioning protocol built on Ethereum and Optimistic Ethereum (a layer two scaling solution built on Ethereum). Synthetic assets, and associated products, are collateralized by stakers via Synthetix Network Token (SNX), which when locked in a staking contract enables the issuance of synthetic assets (synths). This pooled collateral model allows users to perform conversions between synths directly with the smart contract, avoiding the need for counterparties. This mechanism solves the liquidity and slippage issues experienced by DEXs. Synthetix liquidity powers a range of derivatives and on-chain financial instruments. You can learn more about the two types of synthetic assets that protocols will integrate to create on-chain derivatives. The Synthetix Protocol does not operate any user-facing front-ends, which allow users to trade. Instead, it serves as a backend liquidity provisioning tool to support user-facing DeFi applications. There is a growing number of protocols that utilize this capital and generate trading fees for stakers.

Overflow

overflow.co

Overflow makes generosity frictionless by unlocking more ways to give. Nonprofits, churches, and corporations can easily accept stock, crypto, and cash donations in minutes on our secure platform. Experience the Overflow advantage: An easy to use platform that allows donors to initiate gifts in minutes online (instead of taking weeks offline!). An expert support team that consists of real people dedicated to supporting nonprofits and donors to facilitate giving. A secure platform that is SOC-2 Type 2 compliant with ongoing penetration testing to keep donors and nonprofits safe. Transparency through a dashboard that gives you the ability to track donor details and gift status in order to steward and cultivate your supporters.

Donatestock

donatestock.com

At the intersection of Fintech and Philanthropy, DonateStock is democratizing charitable stock gifting by making it accessible and easy for millions of nonprofits and donors. Our Easy Button for stock gifting makes it fast, safe and free for donors while removing barriers and friction for nonprofits.

Billgist

billgist.com

BillGist is an innovative SaaS solution designed to simplify and optimize AWS cost management. Tailored for businesses and cloud professionals, it provides real-time insights into AWS billing, usage patterns, and cost allocation to help users make data-driven decisions that optimize spending. What sets BillGist apart from other AWS cost management tools is its AI-driven forecasting and alert system. The software goes beyond simple budget tracking by predicting future costs based on historical trends and notifying users of potential overages or savings opportunities before they impact the budget. Additionally, BillGist is equipped with customizable reporting and export options that integrate seamlessly into existing finance workflows, providing financial teams with actionable data in

FreeWill

freewill.com

FreeWill works with nonprofit development teams to ensure they're able to accept impactful gifts, whether given through tax-smart vehicles like donor-advised funds, stocks, or IRAs, or through a legacy commitment in a will or trust. Never miss a gift with FreeWill’s suite of products: Planned Giving Suite includes: - Legacy Gifts - Estate Planning Tools - Featureships Smart Giving Suite includes: - Donor-Advised Funds - Stocks & Securities - Qualified Charitable Distributions - Crypto

Lazy Exchange

lazy.exchange

Lazy Exchange is an innovative platform designed to simplify the process of bridging and swapping cryptocurrencies across more than 70 different blockchain networks. With a user-friendly interface, Lazy Exchange allows users to execute transactions seamlessly in one tab, reducing the complexity often associated with decentralized exchanges.

Law Cyborg

lawcyborg.com

A suite of ai-powered tax tools for NZ tax professionals, accessible via the LawCyborg platform, for just $39 + GST per month. LawCyborg's flagship tool is a New Zealand tax research AI that figures out tough tax questions for the user and returns a technical answer with hyperlinked citations.

Kudzu

kudzumoney.com

Kudzu is a customer-first online financial solution focused on helping you build strong roots by guiding and growing with you through your entire financial journey. Kudzu was sown from a simple idea—financial freedom should be accessible to everyone. Kudzu's mission is to enhance the financial awareness and independence of our customers and provide tailored financial products to set them on the path to growth and success.

PatentRenewal

patentrenewal.com

Experience PatentRenewal.com, a fintech-powered solution that offers the most efficient IP renewal process, all at a fraction of the usual market price. Seamlessly automate your patent, utility model, and design renewals worldwide through our user-friendly digital platform, where you can track your payments, forecast your costs, and store all your documents in one place. Enjoy reduced expenses while benefitting from an upgraded experience. Join our community of over 1300 satisfied IP owners from 40+ countries today! Take the first step towards smarter IP management by visiting PatentRenewal.com and accessing our free price comparison tool!

Tidal Commerce

tidalcommerce.com

Payment processing and merchant services that work for businesses and organizations of all sizes. Whether you're just starting out, or process millions of dollars a year, we have the solutions you need to power your business and save you money.

Bilr

getbilr.com

Bilr is an all-in -one solution for time recording and legal billing. Bilr lets you create clean, beautiful invoices for all matter types and in multi-currency within seconds.

Blynex

blynex.com

Blynex Exchange: Your secure hub for buying, selling, and trading Bitcoin, Ethereum and altcoins. Experience top-notch performance, security, and reliability as we lead the way in Web 3.0 adoption.

TRES Finance

tres.finance

Get the full and accurate picture across all of your Web3 financial activity. Web3 finance teams, asset managers and crypto service providers can now make Web3 accounting, audit and reporting the easiest part of their financial workflow. Its enterprise-grade Financial Data Lake manages thousands of financial data points across wallets, exchanges, custodians and DeFi protocols to bring you the complete picture of all of your Web3 financial activity.

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.

Alkymi

alkymi.io

Alkymi is the AI-powered end-to-end solution for managing your investment document processing. As the first technology service to offer both machine learning and safe and secure large language models inside financial document workflows, Alkymi is changing how the financial services industry accesses their data, empowering firms to service more clients, quickly pivot investment strategies, and review deals faster.

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.

ViCA

vica.chat

ViCA stands at the forefront of revolutionising compliance support and understanding within the financial sector and beyond. Designed to demystify the complexities of compliance, ViCA offers real-time assistance and tailored support across an extensive range of UK and EU regulatory frameworks. This makes ViCA an invaluable asset for professionals across all levels in the broader UK financial services sector. ViCA understands that each level of experience brings its own set of challenges and questions and adapts her assistance to fit each user’s needs, from junior to seasoned senior staff. ViCA simplifies and interconnects intricate regulations to make understanding compliance manageable and efficient, allowing teams to better allocate their time and resources.

Spliit

spliit.app

Spliit is a minimalist web application to share expenses with friends and family. No ads, no account, no problem.

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.

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.

Identifee

identifee.com

The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.

Finpace

finpace.com

Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.

LeadCenter.AI

leadcenter.ai

The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business.

Zapflow

zapflow.com

Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.

Magnifi

magnifi.com

Magnifi is a platform that is changing how you shop for investments. The world of investments has tens of thousands of choices; and the language used to interact with this crowded world is tickers, screens, and filters. All this makes discovering investments or expressing what matters to you when you shop for investments rather complicated, if not impossible. Magnifi was built so users – whether they are consumers, financial advisors, or portfolio managers – can easily discover investments using natural language. Our proprietary technology was built on the foundation of semantics (interpreting meaning, not just matching), making it easy to for both the amateur and seasoned investor to search for themes and express what matters to them. Users no longer have to learn a new language to interact with the world of investments. For some users, such as self-directed consumers, Magnifi will demystify the world of investments. For others, such as wealth and portfolio managers, it will save them copious amounts of precious time with faster discovery. For all users, Magnifi will help with smarter decisions.

Magnifi Financial

mymagnifi.org

Magnifi Financial is a member-owned financial services cooperative headquartered in Melrose, Minnesota. Magnifi offers a full array of financial products and services including consumer checking, savings, loans, mortgages, credit cards, internet and mobile banking, retirement and financial planning services as well as business accounts and loans. Magnifi is a top agricultural lending credit union in Minnesota and is an SBA preferred lender. Whether someone is purchasing their first car or first home, we are centered on making dreams come true for our members.

Jacobi

jacobistrategies.com

Jacobi streamlines multi-asset investment processes with a customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi is a pioneer of “front office-to-client” integration and digitization which sits above and across traditional bottom-up portfolio management applications. With Jacobi asset managers can scale, bespoke, forward looking and historical analysis and therefore better managing portfolio risk to objectives. Jacobi is built for client engagement allowing users to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in Australia, and London, UK.

Databento

databento.com

Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocation facilities of various trading venues for low-latency and high-fidelity data capture, direct from the source.

BeyondIRR

beyondirr.com

At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) so that they can deliver a better experience to their clients. We intend to assist them with technology-enabled and insights-driven capabilities on markets, investment products as well as client portfolios. We also aim to provide them access to products that are currently accessible to only a select few, so that they can offer such niche products to their clients.

PrivCo

privco.com

Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S. businesses, and are often overlooked by other deal-focused resources. Whether you're looking for new targets or need to augment your due diligence, PrivCo offers the data and analysis you need to make informed decisions.

Finbox

finbox.com

finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

Kwanti

kwanti.com

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!

Vergo

getvergo.com

Vergo is a credit card expense tracking software for the construction industry allowing accounting teams to automate the tracking and coding of transactions to different jobs.

Holder.io

holder.io

A cryptocurrency asset management platform that offers users tools for storing, exchanging and investing in various cryptocurrencies.

ComplyFirst

complyfirst.co

ComplyFirst is a RegTech platform for financial services companies. We simplify regulatory compliance with our innovative Regulation-as-a-Service software, cutting compliance costs and saving time. Complyfirst is the must-have regulatory reporting tool for global payment and e-money companies. Submit reports 8x faster, slash the risk of fines (we're talking millions) and effortlessly scale into new jurisdictions - no extra hires necessary.

Bond Smartly

bondsmartly.com

Bond Smartly is a comprehensive platform designed for investors seeking detailed information on corporate bonds and their yields. Key Features: * Extensive Data: Access yield curves for over 500,000 bonds, simplifying the process of bond research and investment. * Advanced Screening Tools: Utilize various filters to quickly find specific bonds that meet your investment criteria. * YTM Calculator: Calculate the yield to maturity (YTM) for different bonds to aid in investment decisions.

PrimeRevenue

primerevenue.com

PrimeRevenue, the leading provider of working capital financial technology solutions, helps more than 30,000 clients in 80+ countries optimize their working capital to efficiency fund strategic initiatives, gain a competitive advantage and strengthen their supply chains. Offering cloud-enabled working capital solutions and expertise and best practices in both accounts payable and accounts receivable, PrimeRevenue processes nearly $250 billion in payment transactions each year and has been recognized with more than 50 awards from leading industry publications and associations across the world. PrimeRevenue’s experienced team delivers ongoing training and coaching along with global 24/7 customer support to ensure our customers and their suppliers have the best possible supply chain finance experience. PrimeRevenue also partners with 100+ banks to create the largest and most diverse global funding pool, enabling customers to manage their payments in 30+ currencies on a single cloud-based, multi-lingual, cross-border network. With PrimeRevenue’s solutions, suppliers have increased visibility and control over their cash flow. At the same time, buyers have more time to pay invoices and unlock material cash to invest back into the business.

Ensuro

ensuro.co

Ensuro is a Blockchain-based (re)insurance company, licensed by the Bermuda Monetary Authority. We curate real-world risk and provide stablecoin-denominated capacity managed by smart contracts. This allows anyone to invest in insurance risk and reap its benefits. By opening up the insurance market to new players, we fuel innovation for established and upcoming insurance partners.

Streetbeat

streetbeat.com

Streetbeat is an innovative investment platform designed to help individuals manage their investments like the wealthy, leveraging AI technology for enhanced decision-making. Key Features: * Auto-Investment: Users can invest in a variety of assets, including Real Estate Investment Trusts (REITs), bonds, and stocks, with guidance from AI-powered insights. * Tuition Rewards Program: Streetbeat offers a unique program that allows users to earn tuition credits for college, potentially reducing tuition costs by up to 25%. * Customized Portfolios: The platform allows users to create personalized investment portfolios based on specific interests and financial goals, with automatic rebalancing based on market conditions. * Diverse Investment Strategies: Users can choose from various portfolios, including those focused on generative AI, government contracts, and even cultural phenomena like the Taylor Swift strategy.

WeFIRE

wefire.io

AI Assistant Enhanced: The AI model has been upgraded to deliver faster performance, enhancing responsiveness and efficiency. Transaction Interface Enhancements: Optimized the display of transaction tags for better visibility and navigation, along with enhanced scrolling in the transaction records list for a smoother user experience. Explore a new, intuitive interface. We've resolved bugs and optimized performance to deliver a smoother, faster, and more reliable experience.

Zamp

zamp.com

Zamp completely takes sales tax off your plate from start to finish so you never have to touch it again. Our white-glove approach takes the time, frustration, and risk out of managing sales tax by combining technology & automation with the tailored guidance & support customers are looking for. We set up, configure and monitor your account, which gives you the confidence you are always sales tax compliant. With our developer-friendly API and pre-built integrations, we enable all online sellers to calculate and aggregate their sales tax across multiple sales channels. Zamp offers a simple pricing model that includes one all-inclusive price for onboarding, support, calculations, registrations and filing. Everything is included. And there are no overage fees! We are redefining what a partnership means in the sales tax compliance space. We’d love to learn more about your business. Call us!