PayPal

paypal.com

PayPal Holdings, Inc. is an American company operating a worldwide online payments system that supports online money transfers and serves as an electronic alternative to traditional paper methods like checks and money orders. The company operates as a payment processor for online vendors, auction sites, and many other commercial users, for which it charges a fee in exchange for benefits such as one-click transactions and password memory. Established in 1998 as Confinity, PayPal had its initial public offering in 2002. It became a wholly owned subsidiary of eBay later that year, valued at $1.5 billion. eBay spun off PayPal in 2015 to eBay's shareholders. The company ranked 204th on the 2019 Fortune 500 of the largest United States corporations by revenue.

QuickBooks Online

intuit.com

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.

Fiverr

fiverr.com

Fiverr is an online marketplace for freelance services. The company provides a platform for freelancers to offer services to customers worldwide. Fiverr is here to help. With the leading online marketplace for digital freelance services, Fiverr provides instant access to a global network of remote freelancers. Fiverr connects entrepreneurs to experts to help them get every great idea done. Whether you need a variety of services to build your business from the ground up or one expert to complete one perfect job, Fiverr offers a world of creative freelancers. It's on-demand quality work, right at your fingertips. Welcome to the world’s most affordable and efficient digital freelancer community. Search, filter, and choose from thousands of freelancers across 400+ different service categories: * Programming & Tech: programming services, website creator, mobile app developers * Graphics & Design: app designer, graphic designer, logo creator, illustrator, flyers & banners design * Digital Marketing: social media marketing, SEO, virtual assistants that speed up your business * Writing & Translation: translations, blog and article writing, proofreading & editing * Video & Animation: animation design videos, 3D animation, video editor, voice over * Music & Audio songwriting, music videos, production * Business Operations: business promotion & planning, financial strategies, user data, branding Whatever you need – find the right freelance service on Fiverr! For entrepreneurs and businesses: * Get your projects delivered on your time & within your budget * Find a freelancer instantly, and hire when ready * Read Fiverr seller ratings and customer reviews to pick the perfect match for your project * Enjoy open communication on all fronts, at all times For freelancers: * Get access to an ever-growing pool of entrepreneurs and global businesses hungry for fresh talent * Get noticed by increasing your exposure in the digital marketplace * Get more orders with mobile availability while improving your quality of service, ratings & response rate Features: Finding a freelancer has never been more simple. * Choose from 400+ service categories * Find thousands of forward-thinking freelancers worldwide * Get push and inbox notifications to stay on the ball while you're on-the-go * Tap into communication between buyers & sellers 24/7/365 * Make easy payments through our safe, efficient system * Available in multiple languages: Italian, Dutch, French, German, Spanish

Workday

workday.com

Workday Enterprise Management Cloud currently includes solutions for finance, HR, planning, and spend management. Enterprise Management Cloud overcomes the constraints of ERP and transforms companies into Outperforming Organizations. Learn more.

Asana

asana.com

Asana is a web and mobile application designed to help teams organize, track, and manage their work. Forrester, Inc. reports that “Asana simplifies team-based work management.” It is produced by the company of the same name. (Asana, Inc.) It was founded in 2008 by Facebook co-founder Dustin Moskovitz and ex-Google, ex-Facebook engineer Justin Rosenstein, who both worked on improving the productivity of employees at Facebook. The product launched commercially in April 2012. In December 2018 the company was valued at $1.5 billion.

Wave

waveapps.com

Wave is a company that provides financial services and software for small businesses. Wave is headquartered in the Leslieville neighborhood in Toronto, Canada. The company's first product was a free online accounting software designed for businesses with 1-9 employees, followed by invoicing, personal finance and receipt-scanning software (OCR). In 2012, Wave began branching into financial services, initially with Payments by Wave (credit card processing) and Payroll by Wave, followed by Lending by Wave in February 2017 which has since been discontinued.

Stripe

stripe.com

Stripe is an American financial services and software as a service (SaaS) company headquartered in San Francisco, California, United States. The company primarily offers payment processing software and application programming interfaces (APIs) for e-commerce websites and mobile applications.

Paylocity

paylocity.com

Our all-in-one software platform gives HR pros a way to easily manage daily tasks in payroll, benefits, talent, and workforce management. But what makes us different is that our technology is backed by a culture that truly cares about our clients’ success. Providers will merely sell you a product. But a partner actually cares about you and your business. A partner takes the time to get to know you and understand your needs. We work with you to identify the best solutions that will benefit your business today, while paving the way to a better tomorrow. And tomorrow is all about your team. Everything we do is designed to support you in reaching your goals. Together, we tackle your day-to-day work so you can spend more time building the culture you and your employees crave. For professionals who crave true partnership, Paylocity is the HR & Payroll company that frees you from the tasks of today, so together, we can spend more time focused on the promise of tomorrow. Let's go forward together.

Paycom

paycom.com

For 25 years, Paycom Software, Inc. (NYSE:PAYC) has simplified businesses and the lives of their employees through easy-to-use HR and payroll technology to empower transparency through direct access to their data. And thanks to its industry-first solution, Beti®, employees now do their own payroll and are guided to find and fix costly errors before payroll submission. From onboarding and benefits enrollment to talent management and more, Paycom’s software streamlines processes, drives efficiencies and gives employees power over their own HR information, all in a single app. Recognized nationally for its technology and workplace culture, Paycom can now serve businesses of all sizes in the U.S. and internationally. Paycom is leading the digital transformation in the American workplace. Our commitment to our culture and values led us to being named one of the World’s Most Innovative Companies by Fast Company, one of Newsweek’s America’s Greatest Workplaces and best employers in the U.S. by Top Workplaces. Paycom has approximately 36,820 clients across the United States (as of Dec. 31, 2023), up 1% from the prior year. On April 15, 2014, Paycom became a public company with its shares opening for trade on the New York Stock Exchange under the ticker symbol PAYC. In early 2020, the company joined the S&P 500.

Wise

wise.com

Banks charge a lot for overseas transfers. We don't. Transfer money abroad easily and quickly with our low cost money transfers. Wise PLC, previously known as TransferWise, is a financial technology company focused on global money transfers. Headquartered in London, it was founded by Kristo Käärmann and Taavet Hinrikus in January 2011. As of 2023, it offers three main products: Wise Account, Wise Business, and Wise Platform.

Quicken

quicken.com

Set, track & reach your financial goals with Quicken money management software. Manage spending, budgets, investments, retirement & more. Get Quicken and take control of your finances today.

Zoho Books

zoho.com

Zoho Books is a robust accounting platform designed for growing businesses, offering a comprehensive suite of features to streamline your financial management. With Zoho Books, you can efficiently track payables and receivables, customise invoices, and set up automated payment reminders for your clients. The platform allows you to connect and reconcile bank accounts, fetching and matching transactions seamlessly. Zoho Books also includes customer and vendor portals, making it easy for all parties to keep track of their transactions with you. Payment gateways integrated within the platform provide your customers with multiple reliable payment methods, ensuring hassle-free payments. The user-friendly interface simplifies navigation for you and your team, enhancing productivity. With over 70 detailed reports, Zoho Books offers valuable insights into your financial health. Security is a top priority, and Zoho Books safeguards your data and privacy with stringent access controls, ensuring only authorized users can access your information. The free mobile app keeps you updated with your financial transactions on the go, providing flexibility and convenience. Zoho Books is an all-in-one platform equipped with every feature a business needs to manage its accounting tasks and organise transactions effectively.

Zoho Invoice

zoho.com

Online invoicing software for small businesses. Zoho Invoice is online invoicing software that helps you craft professional invoices, automatically send payment reminders, and get paid faster online.

Odoo

odoo.com

Odoo is business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management. The Community version is libre software, licensed under the GNU LGPLv3. There is also a proprietary "Enterprise" version, which has extra features and services. The source code for the framework and core ERP modules is curated by the Belgium-based Odoo S.A.

Mercury

mercury.com

Mercury is banking* for startups. Start with banking basics like free FDIC-insured checking & savings accounts, then scale with credit cards, venture debt, treasury management accounts, and more — all with confidence. Built with clever shortcuts and extra levels of organization, Mercury makes banking tasks simpler, more intuitive, and even a little enjoyable. Over 100K startups of all sizes rely on Mercury as they create the next great companies — you can join them by applying today in 10 minutes or less. *Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. This communication does not constitute an offer to sell or the solicitation of any offer to purchase an interest in any of the securities or funds described herein.

Expensify

expensify.com

Expensify is a financial management superapp that helps individuals and businesses around the world simplify the way they manage money. More than 12 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, travel booking, and chat in one app. All free. Whether you own a small business, manage a team, or close the books for your clients, Expensify makes it easy so you have more time to focus on what really matters.

Xero

xero.com

Xero is a New Zealand domiciled public technology company, listed on the Australian Stock Exchange. Xero is a cloud-based accounting software platform for small and medium-sized businesses. The company has three offices in New Zealand (Wellington, Auckland and Napier), six offices in Australia (Melbourne, Sydney, Canberra, Adelaide, Brisbane and Perth), three offices in the United Kingdom (London, Manchester and Milton Keynes), three offices in the United States (Denver, San Francisco and New York), as well as offices in Canada, Singapore, Hong Kong and South Africa.Xero's products are based on the software as a service (SaaS) model and sold by subscription, based on the type and number of company entities managed by the subscriber. Its products are used in over 180 countries.

Paychex

paychex.com

Paychex Flex® is an all-in-one HR solution designed with simplicity in mind. With technology that grows and changes with your business, Paychex has the right combination of innovative business solutions and dedicated support to help you reach your goals, wherever your business is going.​•Hire, pay, manage, and retain employees with confidence​•Get experienced, award-winning support where and when you need it with our 24/7/365 U.S.-based, live support team​•Stay ahead of changing laws and regulations with our compliance experts​•Access your information on the go with the Paychex Flex Mobile App Talent Management: Recruit, retain, and develop top talent from a single HR platform and streamline your hiring and onboarding process. ​Workforce Management: Improve employee efficiency and productivity with our vital workforce management resources. ​Payroll and Financial Support: Easily pay employees and manage taxes, expenses, and more, so you can continue to focus on your business. ​Employee Benefits: Attract and retain top talent by offering valued employee benefits while simplifying your plan administration. ​PEO and HR Outsourcing: Support your business throughout the entire employee lifecycle with our comprehensive HR outsourcing solutions. ​Employee Experience: Save time and improve accuracy by giving employees access to self-service HR, training, and financial tools. ​Integrations: Automatically and accurately connect and share data between your software and Paychex Flex.​Choose the right level of technology and support for your business now — while keeping the ability to grow as your needs change. See why Paychex is the largest HR company for small to medium-sized businesses and let us simplify your payroll experience.

HoneyBook

honeybook.com

HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. Core Features: - Invoices - Proposals - Online payments - Scheduling - Contact form and lead management - Branded brochures - Bookkeeping - Quickbooks integration - Automatic payment reminder - Client portal + login

Ramp

ramp.com

Ramp is the ultimate platform for modern finance teams. From corporate cards and expense management software, to bill payments and vendor management, Ramp is the all-in-one solution designed to automate finance operations and build healthier businesses. Over 25,000 businesses—including Shopify, Zola, Opendoor, and Glossier—have switched to Ramp to save an average 5% more and close their books 8x faster.

Novo

novo.co

Novo is a powerfully simple business banking platform built for the modern entrepreneur and powered by Middlesex Federal Savings. With dozens of native business software integrations available, Novo provides superior visibility into business finances while reducing cash flow friction for faster money movement and accelerated business growth. Features: Free business checking No hidden fees or minimums Unlimited transfers Mailed checks Novo connects with thousands of business tools, many of which are available as native integrations in the Novo app (available on desktop, iOS, and Android). Novo is a fintech, not a bank. Banking services provided by Middlesex Federal Savings, F.A.; Member FDIC.

Zoho Inventory

zoho.com

Inventory management software for growing businesses. Increase your sales and keep track of every unit with our powerful stock management, order fulfillment, and inventory control software.

Rippling

rippling.com

Rippling gives businesses one place to run HR, IT, and Finance—globally. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365—all within 90 seconds.

Karbon

karbonhq.com

Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.

NetSuite

netsuite.com

NetSuite Inc. was an American cloud computing company founded in 1998 with headquarters in San Mateo, California that provided software and services to manage business finances, operations, and customer relations. Its software and services were tailored for small, medium-sized and large businesses with modules for ERP, CRM, PSA and e-commerce. Oracle Corporation acquired NetSuite for approximately US$9.3 billion in November 2016. The newly formed Oracle Netsuite business unit is managed by Executive Vice President Evan Goldberg as Oracle’s Cloud ERP for small and mid-sized enterprises.

Bill.com

bill.com

Bill.com is a provider of cloud-based software that automates back-office financial operations for small and midsize businesses. The Bill.com platform connects businesses with their suppliers and clients to help them manage their cash inflows and outflows. Top competitors include Tipalti and YayPay. Bill.com partners with the largest U.S. financial institutions, over 70% of the top 100 U.S. accounting firms, leading accounting software packages including Oracle NetSuite, Sage Intacct., QuickBooks and Xero, and is the preferred provider of digital payments solutions for CPA.com, the technology subsidiary of the American Institute of CPAs (AICPA).A white-labeled, end-to-end payments automation platform, Bill.com Connect is offered to financial institutions as part of their single sign-on online business banking ecosystem. Current customers include JPMorgan Chase Commercial Bank, Wells Fargo ,Commerce Bank, and First National Bank of Omaha. Bank of America and PNC also use Bill.com as part of their payments technology offerings. As of 2019, the company has offices in San Jose, California and Houston, Texas.

FreshBooks

freshbooks.com

FreshBooks is an online accounting and invoicing platform that saves you time, automates your admin, and keeps your books organized and your business looking professional. FreshBooks believes financial recordkeeping should be easy and fast, but still detailed enough to satisfy your accountant. Try FreshBooks free for 30 days.

Remitly

remitly.com

Remitly is trusted by millions for sending money to family and friends overseas. Send cash to 3,000+ banks and 350,000+ cash pickup locations worldwide! Recipients pick up cash without paying a fee. Get a special offer on your first transfer! Remitly is secure and fast, with great rates for currency exchange worldwide. No fees for recipients, low fees for sending. You’ll get the exact date + time your money will arrive with your recipient. Send money safely to 100+ countries worldwide! Feel safe in sending money to the Philippines, India, Vietnam, Mexico, Dominican Republic, Nigeria, Pakistan, China, Ghana, Kenya, Colombia, Brazil, and more. Remitly helps you send money worldwide using your bank account, credit card, or debit card. More money makes it home to friends and family thanks to Remitly’s great rates, special offers, and no hidden fees. Remitly provides multiple levels of security for all transfers to protect your money against fraud. Senders and recipients can talk to a real person on our Customer Care Team any hour, any day in Spanish or English. Send money from 17 countries, including the USA, Canada, United Kingdom, Singapore, and Australia. Transfer or wire funds to 50+ mobile money providers including M-Pesa, MTN, Vodafone, eSewa, GCash, Paymaya, bKash, EasyPaisa, and GoPay.

Payoneer

payoneer.com

Payoneer is the financial technology company empowering the world’s small and medium-sized businesses to transact, do business, and grow globally. Payoneer was founded in 2005 with the belief that talent is equally distributed, but opportunity is not. It is our mission to enable any entrepreneur and business anywhere to participate and succeed in an increasingly digital global economy. Since our founding, we have built a global financial stack that removes barriers and simplifies cross-border commerce. We make it easier for millions of SMBs, particularly in emerging markets, to connect to the global economy, pay and get paid, manage their funds across multiple currencies, and grow their businesses.

Deskera

deskera.com

Deskera is an award-winning integrated platform that enables SMBs to scale faster with fewer tools. From convenience stores to manufacturing plants, hundreds of thousands of small and medium enterprises use Deskera to manage accounting, inventory, payroll, sales, and marketing automation.

Flowlu

flowlu.com

Flowlu is an all-in-one business operating platform that contains all essential tools for project, task, finance and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. You can track every part of your business, from time spent by your team and their workload to overall costs, and customer invoices.

TaxAct

taxact.com

E-file your federal and state tax returns with TaxAct. Our tax preparation software offers easy guidance and ensures your maximum tax refund.

Melio

meliopayments.com

Melio is a free vendor/bill payment tool that maximizes cash flow and minimizes busywork. Pay vendor bills using bank transfer or debit card for free even if they only accept checks! You can also use your credit card where cards are not accepted to hold onto your cash longer and earn card rewards! Accounts Payable re-invented. Melio automatically syncs with your QuickBooks and even mails checks on your behalf to vendors so you don't need to cut checks anymore.

Bookipi

bookipi.com

Bookipi is the preferred invoice generator and business tool for freelancers and small businesses. Create and send invoices to your customers on web and mobile app, wherever you are.

Wealthfront

wealthfront.com

Do less and earn more with Wealthfront. Our technology helps make it easy to max your returns, lower your taxes, and build wealth effortlessly.

Zoho Expense

zoho.com

Zoho Expense is a leading travel and expense management solution that has helped businesses streamline corporate travel, automate expense reporting, and gain complete control over spend. We’ve primarily built the software to cut overspending at its source, minimize manual intervention, prevent policy breaches and fraudulent claims, and provide insights into discretionary spending to improve your business’s productivity, cash flow, and overall financial health. Zoho Expense has helped businesses in over 150 countries automate every aspect of T&E management, from expense report submission and approval to compliance, fraud detection, card reconciliation, and expense accounting. Available as both a web-based and mobile application, Zoho Expense fits your existing workflow by seamlessly integrating with other applications in your current software ecosystem. Additionally, a high degree of customization ensures organizations can implement Zoho Expense quickly, effectively, and without changing existing processes. Organizations including startups, unicorns, and enterprises, including Zoho itself, use Zoho Expense for their T&E management. The best way to find out why is by signing up for a free trial now!

Navan

navan.com

Navan is the all-in-one solution that makes travel easy so you can focus on being there, not getting there. Say goodbye to spending hours on the phone trying to change your flight or saving stacks of receipts to manually input expenses. From EAs and finance teams to travel managers and employees, Navan empowers people to focus on the things that matter most to them — all while providing companies with real-time visibility, savings, and control. Learn more at navan.com

Bloom

bloom.io

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal. Bloom is the complete suite of business tools for modern creatives, freelancers, and small businesses.

SuiteDash

suitedash.com

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

Veeqo

veeqo.com

Free shipping software that does more than print labels. Cut the cost and speed of fulfilling orders with low shipping rates, automation and powerful fulfillment tools with Veeqo’s completely FREE shipping management software. Immediate rate discounts from USPS, UPS, DHL and FedEx: Immediately access discounted USPS, UPS, DHL and FedEx rates. There’s ZERO need to negotiate and no set shipping volume needed. You can always connect your own carrier account if you have one. Automatic rate selection: Save time with rate shopping that automatically chooses the best value label for each order you receive on any channel. Fast bulk shipping: Veeqo can select the best rates and ship up to 100 orders at once. So you save time, clicks, and cash. Automated shipping rules: Set up weight, value, delivery options, and other specs in advance. Veeqo follows your pre-set guidelines to offer up the best labels. Veeqo is also packed FULL with power features that will let you wave goodbye to spreadsheets with multiple tools wrapped into one. Inventory Control: Your stock automatically updates across all your stores. Goodbye, spreadsheet! Hello, peace of mind. Pick with your mobile device : Use our scanner or your mobile device to help you pick, pack, and ship the right items quicker—with a lot less risk of sending the wrong stuff. Reports and Forecasting: Veeqo tracks and organizes all your sales data to make planning, purchasing, and growing your business a breeze. Veeqo simplicity. Amazon trust. As part of the Amazon family, Veeqo provides trusted data security and Amazon account protection from late deliveries and negative feedback, if you ship on time. Veeqo is a Shopify Plus Certified App The Shopify Plus Certified App Program supports the largest Shopify merchants by helping them find the apps and solutions they need to build and scale their business. The program is available specifically for Shopify Partners (https://help.shopify.com/en/partners/about) who provide a level of product quality, service, performance, privacy, and support that meets the advanced requirements of Shopify Plus merchants.

Stockpile

stockpile.com

Stockpile is the easiest way to start investing. Invest in over 4,000 stocks and ETFs with zero commissions and zero trading fees (only Stockpile eliminates all trading fees).

Financial Cents

financial-cents.com

Scale your accounting firm with one easy-to-use solution. Collaborate with your staff, track the status of client work, automate client-data collection, track time, invoice your clients, and store all your client information in one secure place!

Pabbly

pabbly.com

Pabbly Subscriptions is cloud-based software, specializing in subscription billing and management process, with the leading payment gateway integration to facilitate payment collection. It offers features that ease your work such as managing tax on your billing, applying reverse charges on the tax calculations, handle customer portal with single sign-on, customers subscriptions management. Further, you can even promote your products with integrated affiliate management system, set commission rules and handle payouts, etc.

LivePlan

liveplan.com

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Become a more confident business owner and strategically manage your business from day one and onward with LivePlan. LivePlan works for any business, at any stage. Whether you're looking to get your business plan or pitch together for funding, or you're currently a business owner looking to build a forecast as a roadmap for your future - LivePlan can help you plan, fund, and grow your business with ease. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data. Use this data as the foundation for your projections, budgets, and see how your current performance compares to your forecasted plan.

Canopy

canopytax.com

Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.

Invoice Simple

invoicesimple.com

Invoice Simple saves small business's time by enabling them to invoice on the go and run their business from their phone. Invoice Simple is the leading invoice app, and still growing rapidly. Over the years we’ve supported hundreds of thousands of delighted customers using our highly rated iOS and Android apps and our website.

Jetpack Workflow

jetpackworkflow.com

Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.

FastSpring

fastspring.com

FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.

Bonsai

hellobonsai.com

Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Paywint

paywint.com

Paywint is an app that allows users to send and receive money instantly, offering seamless integration with multiple bank accounts and cards. Designed for both individuals and businesses, Paywint ensures secure, protected transactions with real-time alerts for every activity. Their platform is particularly suited for small and medium businesses, providing an efficient solution to manage daily financial transactions. Whether you're transferring money to friends, paying vendors, or managing business payments, Paywint offers an all-in-one experience. Features include: - Fast, secure money transfers - Multiple bank accounts and card linking - Real-time transaction alerts - Designed for personal and business use - Easy mobile app interface They are committed to providing a trusted and secure environment for your financial transactions, utilizing top-tier encryption and fraud prevention technologies.

Hubdoc

hubdoc.com

Hubdoc is a cloud accounting application that automatically fetches financial documents from hundreds of banks, utilities, telecom providers, and online vendors; extracts the key data; and seamlessly syncs transactions to cloud accounting platforms with source documents attached. With Hubdoc, reconciliation, payment processing, and audit-proofing are just a few clicks away.

Rho

rho.co

Rho is the all-in-one financial platform organizations can bank on. We combine AP automation and banking products with world-class software that traditional financial institutions don’t offer to help companies manage expenses, AP, banking, treasury, and month-end close with greater speed and efficiency. Designed to sync with your accounting software, Rho’s full-stack finance platform empowers corporate finance teams and leaders with the technology they need to drive greater workflow efficiency, control, and visibility over how money moves in and out of their organizations.

TaxDome

taxdome.com

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

Paymo

paymoapp.com

Paymo is a work management software for small teams of up to 20 people. It is ideal for digital, creative, and marketing agencies, consulting businesses, software & engineering firms, and architecture firms. It allows you to manage client projects and business tasks, track work time, and invoice clients from one place, wherever you are. The main focus of the software is helping teams manage projects from start to finish: - split projects into task lists and tasks and assign them to your employees or co-workers - automatically track work time at the office via web timer or on the go via mobile apps - keep everyone involved in a project up to date with what's happening through discussions - create customizable static and live reports and track business performance - store all the files related to the project - so everyone can access them, anytime - visualize your team's work, eliminate bottlenecks, and reduce the idle time in your projects - keep track of time spent on all computer activities and allocate that time to projects - track expenses, generate estimates and invoices for the client, and get paid online - with milestones, the team knows when major project stages are due to be completed - save projects as templates and use them when you need to create a similar project - track project and client profitability

Bullhorn

bullhorn.com

Bullhorn is the global leader in software for the staffing industry. More than 10,000 companies rely on Bullhorn’s cloud-based platform to power their staffing processes from start to finish. Headquartered in Boston, with offices around the world, Bullhorn is founder-led and employs more than 1,000 people globally.

MileIQ

mileiq.com

MileIQ For Teams is the leading automatic mileage tracking app used to submit reimbursement from an employer. Managing mileage reimbursements for multiple drivers is easy and efficient with MileIQ for Teams. Set custom reimbursement rates, view all your drivers' mileage in one consolidated report, reimburse drivers accurately and quickly.

Keap

keap.com

Keap is an all-in-one CRM and sales & marketing automation platform designed to grow your business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. To ensure your success, Keap also offers expert coaching, in-depth training, outstanding support, and a dedicated community of entrepreneurs.

FreeAgent

freeagent.com

FreeAgent is a multi-award winning online accounting software designed specifically to meet the needs of small businesses, freelancers and their accountants. FreeAgent helps businesses take care of their day-to-day admin, from managing expenses and running fully RTI-compliant payroll to creating and sending professional-looking estimates and invoices. It also allows businesses to keep track of their cash flow and profitability, showing who owes them money - and how much!. FreeAgent also has a personalised ‘Tax Timeline’ of upcoming deadlines and amounts due, as well as the functionality to easily file VAT, RTI payroll and - for sole traders and limited company directors - Self Assessment tax returns directly to HMRC. Around 100,000 customers currently use FreeAgent to manage their business accounts simply, with no confusing accounting jargon and with a team of friendly support accountants on hand to help them stay on track.

Qonto

qonto.com

With an innovative product, highly responsive 7/7 customer service and clear pricing, Qonto has become the European leader in its category. Get started with a powerful Business Account for all your everyday banking needs. - Local IBANs (🇫🇷 French IBAN / 🇩🇪 German IBAN/ 🇮🇹 Italian IBAN / 🇪🇸 Spanish IBAN) - Payment cards: spend up to €200,000/month. No hidden costs. Pay online, in-store, and abroad, whatever the situation, our range of free and premium corporate cards included in your subscription has got you covered. - Transfers: flexible payment methods - from Instant SEPA to SWIFT - so you can pay, and get paid, faster. - Transactions: unlimited history and real-time notifications. - Financing: easy access to integrated financing options. Then, leverage our Financial tools to keep track of your money and help you grow your business. - Invoice management: centralize invoices & receipts in one place, get paid faster & automate your outgoing payments. - Spend management: control team spending with budgets, automatic receipt collection & tailored access. - Bookkeeping: collaborate seamlessly with your accountant, connecting to our suite of tools, and get a full, real-time cash flow overview.