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
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.
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].
Sturppy
sturppy.com
Designed for early stage startups, Sturppy Planning is your new go to tool for building investor-ready financial models fast, without any prior experience or expertise in finance or Excel.
Drivetrain
drivetrain.ai
Drivetrain is a next-generation financial planning, monitoring and decision-making platform. Our cross-departmental software helps teams build integrated plans, budgets and forecasts, track their progress against targets in real-time, and identify bottlenecks to growth. Drivetrain consolidates data from over 200 business systems such as Salesforce, NetSuite, Quickbooks, Workday, and Looker to create a single source of truth and simplify business performance measurement. Drivetrain powers several category leaders giving them a forward-looking view of their business to make faster, confident decisions. To learn more and to see it in action, visit www.drivetrain.ai or send a note to [email protected].
Abacum
abacum.io
Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact. Seamlessly integrating with your ERP, CRM, HRIS, and data warehouse, Abacum provides real-time updates to all your reports and forecasts. From management reports and scenario analyses to vendor-level budgeting and headcount planning, Abacum empowers finance teams to drive accountability and achieve results across their business. There’s a reason the fastest-growing companies can report and plan 75% faster with Abacum. To see how Abacum can automate FP&A for your company, visit abacum.io.
COMMITLY
commitly.com
Liquidity planning software - developed for entrepreneurs With COMMITLY you plan and monitor the cash flows and liquidity of your company easily and effortlessly. Put an end to tedious Excel files, don't wait for the bookkeeping! Liquidity and financial planning helps you to make decisions at any time. Simply better liquidity planning!
FINSYNC
finsync.com
FINSYNC is the only all-in-one payments platform that helps businesses get all their finances in sync, centralize control of cash flow, and get in sync with the right financial professional at the right time. Grow in new and empowering ways when you combine innovative software with unmatched services.
iplicit
iplicit.com
iplicit is the cloud-based Accounting software tailored for the frustrated on-premise legacy software user. Providing greater flexibility and enhanced levels of reporting, iplicit integrates with other cloud applications and offers a seamless migration path from your existing system. It is the natural choice for organisations seeking to 'step up' to next-generation finance software. iplicit is also built for organisations that are outgrowing entry-level solutions.
Cratoflow
cratoflow.com
Cratoflow is the world's first end-to-end automated bookkeeping platform to help businesses manage their finances in an automated way with a virtual live assistant built through conversational AI & ML. Products include CratoBot® for AP Automation; CratoRev® for AR Automation, CratoMatch ® for Bank Reconciliation. Our platform integrates your payables and receivables in real-time, we make sure your bank transactions are properly applied against payables & receivables.
MODLR
modlr.co
Traditional financial and operational planning is too disconnected, overly complicated and far too manual for growing businesses. For efficient and effective planning, you need a solution that's easy, powerful, and fast.
Spotlight Reporting
spotlightreporting.com
Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.
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.
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.
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.
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
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.
Tidely
tidely.com
Tidely is a software for professional cash flow management that helps companies to actively manage their financial success in real time. The tool is aimed at start-ups, SMEs and entrepreneurs. The software uses AI-based cash flow forecasting to forecast available cash for the coming days, weeks or years. The effects of specific business decisions on liquidity can be run through with the help of scenario analyses. Tidely gives users control over their liquidity. Through seamless integration with over 5,000 banks and all common ERP systems, Tidely enables easy synchronisation of all financial data and thus becomes a reliable control instrument for all financial business decisions. All this without complex Excel forms, a setup effort of only 60 minutes and first-class customer support in German and English! A free software demo version can be requested via the website. There are four bundles available starting from €45 per month for users to choose from.
Shootih
shootih.com
Shootih is a way to help small and medium-cap companies (like Systango) manage their cash flow, forecasts, investments, goals and become more tax efficient effortlessly on a single platform with the help of technology. Vinita and Nilesh’s aim is to enable small business owners and established entrepreneurs to focus on what matters (taking the business to the desired heights) and avoid distractions (caused by finance mismanagement). With Shootih, you are able to: 1. Monitor cash flow across multiple bank accounts and portfolios. 2. Forecast your expenses. 3. Access various investment instruments suitable for a business. 4. Be more tax efficient. 5. Last but not least, able to track your corporate goals
FlexPoint
getflexpoint.com
FlexPoint is an accounts receivable and payments automation platform purpose-built for MSPs. Through integrated workflows, FlexPoint eliminates manual and offline processes by automating the full billing cycle – from invoicing, billing, and payment, to collection and reconciliation.
Embat
embat.io
Embat is the next-generation treasury management platform, providing a centralised tool for banking connectivity, treasury processes, payment automation and automated accounting and reconciliation. This allows finance teams to save up to 75% of the time usually dedicated to treasury tasks, while providing real-time and global insights on cash and debt positions. Features include: Real-time bank connectivity Banking pool management Cash flow forecasting Payments centralisation Automated accounting and reconciliation
Myabakus
myabakus.com
A bookkeeping and financial management software that small and medium business owners use to manage their cash flow and keep their businesses accounts in order, clear, and up to date. Manage invoicing, accounts receivable and payable, cash and banks, inventory, and cash flow. Easily export income and expenses reports for your accountant.
Crescent
getcrescent.com
Crescent is a Fintech company founded in Lincoln Nebraska by Grant Roscoe. We help put your companies idle cash to work using our proprietary technology that aggregates the best yields across asset classes in a unified dashboard. Our smart automations allow your company to set up rules across your financial suite based on your needs to streamline your money movement with personalized insights on how you can improve cash management. While we don’t charge a management fee, Crescent earns money by taking a small interest rate from interest opportunities presented to clients.
Wakingo
wakingo.com
Wakingo is billing software and business management 100% Moroccan. It is adapted and meets the needs of small Moroccan businesses. Everything you need to boost your business. From sales to purchases through cash management, inventory management and payment monitoring, Wakingo supports you in all stages of your activity. Manage your business from anywhere. At work, at home, on the go. from your computer, tablet and smartphone phone - whenever you need it.
Profit Isle
profitisle.com
Profit Isle, an MIT STEX25 startup, is a leading SaaS platform designed to empower businesses in their AI journey and to transform their approach to profitability. Deployed on the Google Cloud Platform, our analytic engine integrates and transforms data from siloed systems and spreadsheets, dynamically assigning general ledger costs to each transaction, and generating a full P&L for every invoice line. While traditional systems may create a handful of P&Ls to manage a business, which can be limiting, we can generate a P&L for every invoice line. We have processed over $600B in revenue through our platform and uncovered hundreds of millions of dollars of profit opportunities for our customers. Leveraging retrieval-augmented generation (RAG), our platform helps companies address key industry challenges with actionable insights and recommendations. We provide transparency down to the transaction level, so you know exactly where profit recommendations are grounded in your own data. Our algorithms also detect data errors and outliers, ensuring “bad data” doesn’t affect the quality of your results. Empower your teams to: - Unlock hidden profit patterns previously hidden by averages - Drive value to the bottom line in weeks - Fuel next-gen BI and AI projects with coherent datasets Visit www.profitisle.com to learn more!
FuelGauge
fuelgauge.biz
FuelGauge is an agile, easy-to-use, cloud-based cash forecasting software created BY a small business owner, FOR owners of small, project-based businesses. It’s an affordable business planning tool with nimble drag-and-drop functionality that helps small business owners get a handle on their businesses’ finances, project management and cash flow planning.
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