Vyzer
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Chaser
Chaser automates invoice reminders and payment tracking, streamlining accounts receivable processes for faster payments and improved cash flow management.
Treasure
Treasure is a cash management app that helps organizations invest idle cash for better returns, managed by a professional investment team.
Asora
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Tidely
Tidely is a cash flow management software that offers AI-based forecasting and scenario analysis for businesses to monitor and manage their financial liquidity in real time.
SigFig
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Moolahmore
Moolahmore is an accounting app that manages and forecasts transaction data, helping users track finances, set budgets, and optimize cash flow.
SimpliCapital
SimpliCapital is a SaaS app that streamlines invoice collections and suggests optimal payment schedules using AI for improved cash flow management.
Invoiced
Invoiced is an accounts receivable app that automates billing processes, facilitates payment collection, and offers customizable invoice management for businesses.
Finmark
Finmark is financial planning software for startups, allowing users to create financial plans, manage expenses, and forecast revenue without using spreadsheets.
Vumi
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
Fluidly
Fluidly is a financial management app that helps businesses forecast cash flow, integrate with accounting systems, and optimize financial decision-making.
Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
SoftLedger
SoftLedger is a cloud-native accounting software that provides real-time financial visibility, multi-entity support, and integration with existing ERP systems.
Masttro
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
Swypex
Swypex is a financial platform that helps businesses manage payments, invoices, and working capital for better financial control and decision-making.
FinFloh
FinFloh simplifies accounts receivable for CFOs and finance teams by automating workflows, enhancing credit decisions, and improving cash flow management.
True Wealth
True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.
Tesorio
Tesorio is a financial management platform that automates cash flow processes, providing visibility and insights for better financial forecasting and decision-making.
Primetric
Primetric helps plan and track resource availability and project profitability in professional service companies, optimizing resource management and scheduling.
Trezy
Trezy is a cash management app that offers real-time financial insights, automated forecasting, and bank balance consolidation for improved business financial planning.
MODLR
MODLR is a collaborative planning software that streamlines financial modeling and budgeting processes for growing businesses, integrating with ERP systems and Excel.
Apruve
Apruve automates B2B trade credit and accounts receivable, simplifying financial processes and improving cash flow management for global enterprises.
FINSYNC
FINSYNC is an all-in-one payments platform that helps businesses manage finances, track expenses, and streamline accounting tasks from anywhere.
Fuelfinance
Fuelfinance is a cloud-based app for financial management and planning, helping startups automate bookkeeping, generate reports, and streamline decision-making.
COMMITLY
COMMITLY is a liquidity planning app that helps businesses manage cash flows through forecasting, budgeting, and data visualization.
PlanGuru
PlanGuru is a budgeting and forecasting tool for small to mid-sized companies, aiding in financial projections and strategic planning with integrations for accurate data.
illio
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
Peakflo
Peakflo automates accounts payable to simplify bill payments and invoice collections, allowing businesses to manage financial processes efficiently.
Standard Metrics
Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.
Solutions
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