Page 4 - Top Accounting & Finance Software - United States

Yes Invoice

yesinvoice.com

Save time by managing your invoices online. Create and send professional invoices, get paid online and track your invoice history.

Invoice Crowd

invoicecrowd.com

Invoice Crowd is an online proposal and invoicing solution for small business owners, start up founders, digital agencies and freelancers. A simple yet powerful, feature-rich platform that allows you to focus on business transactions. Generate beautiful and convincing proposals, create, send, and track invoices to your clients and customers, resulting in faster payments.

Alternative Payments

alternativepayments.io

Alternative Payments is a full-service B2B payments platform that simplifies and automates payments for you and your customers. Offer your customers a white-labeled and secure platform to pay invoices with numerous payment methods (ACH, credit cards, and Pay in Installments). Integrate with leading accounting and PSA software solutions to sync invoices and make auto-reconciliation a breeze. Enable automations like auto-pay and automated email reminders to save you time and collect invoices faster, and unlock data insights to give you complete visibility on payments and better predict cash flow. All in one platform.

Peakflo

peakflo.co

Streamline bill payments & invoice collections. It’s time to put your accounts payable, receivable, payments, travel & expense management on auto-pilot, spend more time on growing your business, and less on managing your payments.

Vartana

vartana.com

Vartana is an all-in-one B2B enterprise sales closing and financing platform that simplifies how sales reps close deals and buyers pay by streamlining the closing process and eliminating payment term pushback.

Refrens

refrens.com

Refrens ABC is the simplest way to capture, manage, track, and convert leads in one place. 1. Capture leads automatically with lead capture & website contact forms 2. Manage leads across multiples sales pipelines 3. Assign right leads to right sales executives & track their activity 4. Communicate with leads over email & WhatsApp 5. Get sales person-wise detailed reporting & future revenue potential 6. Send Quotations, Invoices, Sales Orders in a few clicks 7. And more things to simplify your sales workflow...

MoonClerk

moonclerk.com

You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required.

Invoice Temple

invoicetemple.com

Invoice Temple is an ultimate invoicing solution designed exclusively for small business owners. Our app offers a user-friendly and efficient platform, enabling entrepreneurs to generate professional invoices effortlessly. With an array of outstanding features, Invoice Temple ensures that invoicing becomes a simple and streamlined process for even the least tech-savvy individuals. By choosing Invoice Temple, you gain access to a wide variety of customizable invoice templates, allowing you to personalize your invoices with your logo, business details, and unique scheme. This level of personalization not only enhances your professionalism but also strengthens your brand identity, instilling confidence in your clients and customers. Furthermore, Invoice Temple seamlessly integrates your purchase orders and purchase records, eliminating the need for manual data entry and ensuring accuracy in your financial records. You can also take advantage of our inventory management capabilities, enabling you to maintain a real-time view of your stock levels and avoid errors. With our comprehensive dashboard, all your invoices, estimates, and bills are conveniently centralized, eliminating the need for manual record-keeping. Our app also provides notification systems and reminders to help you keep track of payments and send friendly reminders to your clients.

Happay

happay.com

Happay is a first-of-its-kind all-in-one Integrated Solution for Corporate Travel, Expense, and Payments Management. With over 7000+ customers globally, and across industries, Happay solves complex finance use cases with precision. We make the entire journey of Travel, Expense, and Payment a bliss with our out-of-the-box features. Travel 1. Seamless integration with leading TMCs, including MakeMyTrip, Thomas Cook, etc. 2. In-app booking experience, choose seats, and food options, and confirm ticket, all inside Happay. 3. AI helps showcase & choose the lowest fare option, saving thousands of dollars. 4. “Fare Freeze” helps lock the ticket and avoid surge pricing due to approval delays. 5. Easy to set up policies and automated 100% policy compliance during booking. 6. Transparent One-click Approval Process Expense 1. Auto-capture of Expenses right from the Source of Spend (Emails, Travel Cabs, SMS, Credit Card Statements) 2. Unique OCR Smart Scan that scans and inputs expense reports automatically, with no manual intervention 3. Automated Policy Checks and Violation call-outs 4. Easy to set up approval workflows and deviations for complex business use cases 5. End-to-end GST data collection, reporting, and reconciliation Payments Our Corporate Cards are the answer to all Corporate Payment woes. Loved by customers of all sizes, we bring, One Unified Card for all Employee Expenses Digital Spending with real-time reconciliation and transparent expense management Digital Petty Cash Distribution and Management And we marry all these amazing features with our robustly built Analytics. Get real-time in-depth data on your travel bookings, planned and unplanned trips, policy violations, top spenders, and more at a single click. Trusted by over 7000+ customers, including premium brands and market leaders, Happay is the right choice for Integrated Travel, Expense, and Payment Solution. To book a demo, visit https://www.happay.com/schedule-product-demo.html

Shoeboxed

shoeboxed.com

Shoeboxed is a document management service and software that scans, organizes and categorizes receipts, business cards and other paperwork into a searchable cloud database. We help small businesses and entrepreneurs get organized and maximize tax deductions by turning physical paper into digital data. Our mission is to streamline tedious accounting and administrative tasks so that business owners can spend less time on paperwork and more time doing what they love. Shoeboxed can be accessed through our web app and mobile app, and product features include: Precise scanning, OCR and human data verification | On-the-go receipt and mileage tracking with mobile apps | Prepaid receipt and document mail-in service | Automatic Gmail receipt syncing | Business card organization and management | Customized expense reporting | Integration with major accounting programs such as: Wave Accounting, Evernote, Xero, FreshBooks, Outright, Bill.com, Intuit, Fujitsu, and HP.

Rydoo

rydoo.com

Rydoo is a real-time expense management solution that brings greater convenience, control and compliance to the expense reporting process. Rydoo offers an intuitive mobile & web app where employees are able to create, submit and approve expenses on the go, while providing finance teams with a flexible solution to better control spending, customise policies and integrate with their HR and Finance, and ERP tools. Rydoo enables 1 million users across 12,000+ organisations globally, and is highest-rated solution in its category (4.9/5 on the App Store).

Zybra

zybra.in

Fast & Easy, GST Accounting Software for your business. India’s fastest growing Accounting Software & App for MSME Businesses.

Sage Accounting

sage.com

Sage Intacct is the flexible and scalable financial platform that delivers deep accounting capabilities to thousands of businesses across the world. Sage Intacct delivers an array of core accounting applications such as a general ledger, accounts payable, accounts receivable, cash management, and order management to any accounting department or finance team. It also supports functionality for built-in dashboards, real time reporting, time and expense management, project accounting, revenue management, and global consolidations for multiple entities. The software can be used in a wide variety of industries as a horizontal accounting system, but also delivers specialized features for the following industries: Nonprofit, Software and SaaS, Professional Services, Financial Services, Healthcare, Hospitality, Wholesale Distribution, Construction and Real Estate.

Momenteo

momenteo.com

Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting.

Aliaddo

aliaddo.com

Our offering of cloud software services has given many companies from different sectors and sizes a differential competitive advantage. Aliaddo has been concerned with maintaining the best quality levels in all the design and construction processes of our software in order to offer a world-class service. It has also established quality policies in support and accompaniment in all implementation and post-service processes. sale so that our clients have the necessary support of a technology company supporting them in their growth day by day.

Patriot

patriotsoftware.com

Patriot's accounting software lets American businesses and their accountants manage their books online. Patriot has two accounting options to choose from: 1. Accounting Basic: $20/month 2. Accounting Premium: $30/month With both options, you can invoice unlimited customers, pay 1099 vendors and contractors, accept credit card payments, automatically import your bank transactions, and more! And, access easy-to-use financial reports with the click of a button, including your company's profit and loss statements and balance sheets.

TripLog

triplogmileage.com

TripLog is a comprehensive mileage and expense reimbursement platform designed to reduce labor costs, increase productivity, and remove manual, laborious processes from leadership and users. Our stand-out features include automatic mileage tracking, OCR receipt capture, custom frequent trip rules, commute mileage exemption, automatic shortest distance calculations, and over-reported expense flagging.

Kloo

getkloo.com

Kloo is the definitive solution for modernising accounts payable operations, including expense management and invoice payments. Powered by cutting-edge AI technology, Kloo enables businesses to reduce manual processes by up to 80%, creating a more streamlined and efficient workflow. Automate Accounts Payable with Kloo: Kloo's AI-driven platform simplifies the entire accounts payable process, from invoice approval to payment execution. Its intelligent design can effortlessly adapt to your unique business needs. Unparalleled Expense Management: Efficiently manage employee expenses with Kloo's user-friendly interface. Track, report, and reconcile expenses quickly and with complete transparency, offering better control over your financial operations. Revolutionise Invoice Payments: Kloo’s approach to invoice payments is designed to seamlessly integrate with any ERP system. The platform's flexibility and AI capabilities ensure that it fits within your existing infrastructure, regardless of the specific ERP you utilise. Key Benefits Reduce Manual Efforts: Trim manual tasks by 80%, allowing your team to focus on growth and strategic initiatives rather than time-consuming financial operations. Scalable Solutions Without Adding Staff: Kloo's end-to-end automation in accounts payable offers a robust foundation for growth without the constant need for additional resources. Enhance Compliance and Reduce Risks: With features like audit trails and role-based views, Kloo helps minimise financial risk and ensures that your operations remain compliant with relevant regulations. Improve Vendor Relationships: Kloo delivers a seamless payment experience for your vendors, emphasising transparent processing and multiple payment methods. Modernise your accounts payable, expense management, and invoice payment processes with Kloo. Its ability to integrate effortlessly with any ERP system, powered by advanced AI, means you can implement Kloo within your existing framework. This allows your business to evolve at the pace of today's dynamic market. By adopting Kloo, you invest in technology that automates crucial financial functions, empowering your company to be more agile and responsive.

WellyBox

wellybox.com

WellyBox is an AI-powered receipt management tool designed for businesses. It simplifies the process of organizing, tracking, and managing receipts by allowing users to scan paper receipts, auto-download receipts and invoices from their email inbox, and sync these documents with accounting apps. WellyBox also offers a receipt scanner app, receipt organizer software, expense tracker software, expense report software, and expense management software, as well as a receipt app, receipt keeper, and receipt tracker app. The tool integrates with top cloud storage solutions such as Dropbox and Google Drive to allow users to easily store and sync their receipts. WellyBox has a QuickBooks integration, making it easier for users to be ready for tax audits. Additionally, all receipts can be downloaded to a zip file within seconds, which ensures that all documents are in one place, reducing the risk of losing them. WellyBox utilizes the power of GPT and OCR to automate manual admin tasks. The deep learning-based engine capabilities play a crucial role in processing the over 25 million documents that the system has processed so far, with 1.8 million being processed monthly. The tool is designed to make tracking and keeping receipts stress-free, giving users the peace of mind they need to focus on other aspects of their business.

Hurdlr

hurdlr.com

Hurdlr is a smart mobile app for independent workers, freelancers and solopreneurs to seamlessly manage their "business" finances in seconds. Not days, hours, or even minutes.

iPaidThat

ipaidthat.io

IPaidThat is a software using artificial intelligence and machine learning to collect all invoices automatically in the mail boxes. If some of them are not sent to a mail box, the software go find them on the providers websites. It also imports banking operations, so as to compare datas and see if everything is matching well. If a substantiating document is missing, a notification is sent. A mobile app is also available to scan and import expense accounts by taking a photo.

SimplyDepo

simplydepo.com

SimplyDepo is a cloud-based web and mobile solution that helps small and medium wholesalers and retailers drive revenue and save time. Its features include order management, product catalog, customer management, and analytics. Its mobile app enables sales representatives to write orders and manage inventory on the go, while delivery managers can efficiently organize fulfillment and delivery. SimplyDepo is a fully SaaS-based solution.

Ikigai

ikigailabs.io

Ikigai's operational BI platform transforms the way businesses make tactical decisions. Business-user-friendly UI/UX enables anyone to infuse and prepare data and run robust AI-powered analyses to achieve their business goals. DeepMatch stitches together even the most disparate datasets in minutes without any data pre-processing. This patented technology improves over time and learns from humans. The proprietary DeepCasting technology generates forecasts on as little as a few weeks of data, also with higher accuracy than any other method. Instead of comparing a handful of what-if scenarios, Ikigai's proprietary DeepPlan analysis evaluates up to 10^19 options and identifies the most optimal ones for any given parameters. Built upon cutting-edge MIT research on AI and machine learning, Ikigai is uniquely positioned to help operational teams improve the speed and accuracy of their decisions under uncertainty and constant change, ultimately increasing the ROI for their business, while making the latest data science techniques accessible to any data professional. Learn more https://www.ikigailabs.io

KolayBi

kolaybi.com

There is an easy way to grow your business with a pre-accounting program! Pre-accounting processes of your startup, SME or sole proprietorship are easier than ever. Many features that will speed up your financial operations are in the web-based accounting program KolayBi! Just make your job easier and your time will be spent growing your business. Grow your business with KolayBi' accounting software! Accounting is easier than ever for your startup, SME or private company. KolayBi', a next-gen SaaS technology, offers many features to speed up your financial operations! Save yourself some precious time and use it to grow your business.

Subscript

subscript.com

It's time to wave goodbye to old school billing and analytics software! Meet Subscript: the modern, flexible way for B2B SaaS companies to automate their invoicing, revenue recognition, and analytics. Finance leaders love Subscript because it saves their teams 20+ hours per month, helps them collect more revenue, and has a terrific ROI. When using Subscript you'll have complete confidence that: - Every invoice is being correctly sent out on time - Every unpaid invoice is being followed up with - Your B2B SaaS metrics are 100% accurate (including ARR, CARR, NRR and others!) Subscript is your partner for navigating the complexities of invoicing and anlaytics in the world of B2B SaaS!

Cashboard

auth.cashboard.finance

Great CFOs run data-driven businesses on Cashboard. Meet the analytics platform built for finance teams. Accelerate your daily and monthly internal reporting, securely share data with leaders across your company, and tighten feedback loops like never before.

Anchor

sayanchor.com

Anchor gets businesses paid on time, effortlessly. Anchor’s autonomous billing solution is a cloud-based platform that redefines B2B billing, collections, and payments. By providing an end-to-end billing and collections solution, and removing all manual labor from these processes, Anchor eliminates the risks of fraud and human error in B2B payments. Founded in 2020, Anchor brings the SaaS billing experience to the B2B service industry and is the first to support dynamic billing needs that change constantly. Anchor’s purpose is to make business owners thrive, by allowing them to focus their time and resources on doing business, not billing. Visit www.sayanchor.com to learn more and get started.

SoftLedger

softledger.com

SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting software and APIs help organizations manage their distributed operations and assets. This includes a full-featured general ledger, accounts receivable, accounts payable, inventory management, crypto asset management, and more.

Runway Financial

runway.com

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence.

Fuelfinance

fuelfinance.me

Fuelfinance makes software for financial management and planning in startups. FF replaces the most mundane work of startup founders and financial teams, with its suite of tools that streamline financial management from bookkeeping to producing reliable P&L statements, and then - financial planning scenarios, economics, and dashboards. This allows management teams to make decisions based on reliable data and stop wasting days on manual spreadsheet fighting. Fuel’s services start with as little as $1199/month and only take 1-2 months to be up and running.

Fathom

fathomhq.com

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop and MYOB; or import financials & non-financials via Excel. Create beautiful reports and dashboards: Whether presenting to a client, reporting to the bank, or updating your management team, you'll always be prepared with Fathom. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. So, in addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. Alert monitoring: Using Fathom you can easily setup alerts for your companies or clients, then monitor when key financial metrics miss targets or exceed critical alert levels... plus much more!

Datarails

datarails.com

Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data consolidation, advanced visualization, reporting and AI capabilities to uncover strategic business insights.

CloudBooks

cloudbooksapp.com

CloudBooks is focused on solving a very particular problem. Freelancers and small, service-based businesses have a hard time getting paid. A study found that 60 percent of invoices are paid late, with a third of those late payments coming two weeks after the deadline. CloudBooks tries to solve that problem by making invoicing and getting paid as simple as possible. You can send unlimited invoices to your clients, track the status of those invoices, and even accept payments online.

Synergy

totalsynergy.com

Synergy offers powerful business and project management software designed to cater to architecture, engineering, and construction design companies, allowing them to efficiently handle every project, ensuring timeliness and profitability. At the core of Synergy's capabilities are three pillars: Project Management, Project Accounting, and Project Collaboration. These pillars work together to streamline operations, boost efficiency, and enhance profitability for businesses. Project Management: Synergy centralises all project information in one place, transforming chaos into order. It provides a clear overview of project progress at every stage, allowing teams to monitor time spent on-site, compare man-hours with availability, and track expenditures against estimates. This keeps everyone aligned and focused, ensuring smooth project execution. Project Accounting: Synergy equips businesses with a single, reliable source of accurate data that spans the entire organisation. This valuable resource enables companies to identify profitable sources, understand costs, and maintain budgetary control. Additionally, businesses can generate and manage invoices at any project stage, facilitate transactions in various currencies, enhance cash flow, and monitor the success of individual projects in real-time. Project Collaboration: With Synergy, project teams gain access to a secure online space that facilitates seamless communication among staff, contractors, suppliers, and other stakeholders. This digital platform makes it effortless to connect, share insights, and discuss critical project matters. No matter their location, individuals can collaborate efficiently without the need for excessive meetings or emails. Synergy empowers architecture, engineering, and construction design businesses to optimise their operations, boost productivity, and achieve greater profitability by effectively managing projects.

InvoiceQuick

invoicequick.com

Invoice generator for small business, freelancers and startups. Look professional, invoice on-the-go & get paid faster.

Proinvoice

proinvoice.co

ProInvoice is a user-friendly digital platform that simplifies small business invoicing with effortless creation of invoices, estimates, receipts, and seamless payment integration with automatic reminders for prompt payment.

Wefunder

wefunder.com

Get equity and front row seats to the startups and small businesses you love—for as little as $100.

PlanGuru

planguru.com

PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes.

Holded

holded.com

Holded is a business management software for modern companies. Increase your sales, reduce your expenses, and save time when you manage every element of your business from a single platform. Holded gives you all the tools you need to make better business decisions. Invoicing, Accounting, CRM, Team, Projects and Inventory, everything you need in one place. Take control and synchronise all your business functions seamlessly with Holded. Start using this world-class cloud ERP today!

Open Collective

opencollective.com

Open Collective is a legal and financial toolbox for groups. It's a fundraising + legal status + money management platform for your community.

Egencia

egencia.com

Egencia – an American Express Global Business Travel Company – is the only proven, global B2B travel tech platform. Originating from the labs of global tech giants, we deliver the best user experiences, unmatched content, and unbeatable service to more than two million travelers worldwide. As part of the most valuable marketplace in business travel, Egencia is in a league of its own with industry-leading data insights and AI-driven innovation that powers the travel programs of 9000+ companies in more than 60 countries.

MyWorks

myworks.software

MyWorks is the most powerful integration to automate your eCommerce and accounting platforms. Extensive settings, customization options, and advanced accounting compatibility features allow you to fully configure the sync to meet your business' accounting needs. MyWorks syncs orders, customers, payments, products, inventory, and more between your online store and accounting software!

Envoice

envoice.eu

Extracting data from your purchase invoices and receipts is finally automated. We provide a complete expense reporting and purchase management solution for small/medium sized businesses and practices. Items are accurately recorded and smoothly published to your accounting software.

ShipMonk

shipmonk.com

ShipMonk operates with a singular guiding principle: help ecommerce brands scale through technology-driven fulfillment solutions that enable entrepreneurs to stress less and grow more. We have 2,000+ team members across 12 state-of-the-art facilities in the US, Canada, Mexico, and Europe. We’re America’s fastest-growing third-party logistics provider (3PL) for DTC, B2B, and retail fulfillment, specializing in the facilitation of sustained growth for ecommerce brands of all sizes and verticals. For more information, visit https://www.shipmonk.com

Finmark

finmark.com

Finmark is financial planning software for startups. Create and share financial plans, manage burn rate, and forecast revenue and expenses—without spreadsheets.

SAP

sap.com

SAP is the leading enterprise application and business AI company. They stand at the intersection of business and technology, where their innovations are designed to directly address real business challenges and produce real-world impacts. Their solutions are the backbone for the world’s most complex and demanding processes. SAP’s integrated portfolio unites the elements of modern organizations — from workforce and financials to customers and supply chains — into a unified ecosystem that drives progress.

ITILITE

itilite.com

ITILITE is the world's fastest growing corporate travel, expense management and payments platform. This all-in-one solution helps employees book flights, hotels and car rentals from a single platform and file expenses on-the-go. With ITILITE card, you have a 360 degree spend management mechanism with a cashback of 1.5% on all travel spends. ITILITE takes care of all the backend paperwork- so that you can focus on closing deals and nurture relationships. Head over to www.itilite.com today and find out how you can simplify travel & expense at your company!

Ordoro

ordoro.com

Ordoro: hard to say, very easy to use. Streamline your inventory, shipping, and/or dropshipping. Whether you're just getting started or already in full swing, we've got you covered with three powerful apps—shipping, inventory, and dropshipping—designed to streamline and automate your daily order management tasks. Select any combination of our apps to help you re-focus on growth! Finally, feel confident in your decision-making with unrivaled visibility, control, and support. Conquer more complexity in less time with Ordoro. Start your 15-Day FREE TRIAL today at Ordoro.com! SHIPPING Access actually useful shipping features, integrations with top shipping carriers, and cost-effective rates to efficiently get your products to your customers. - Connect all your sales channels, marketplaces, and shipping carriers - Access the lowest shipping rates from top carriers — save up to 88% - Easily bulk print shipping labels and packing lists - Accelerate your workflow with our Automation Rules and Shipping Presets - Organize your online orders with Order Splitting, Merging, and Cloning - Utilize order verification with barcode scanning for fast and accurate order fulfillment INVENTORY Connect your sales channels and warehouses to Ordoro and arm yourself with powerful inventory tools to keep your stock aligned and organized. - Keep your inventory up to date across all of your sales channels, warehouses, and suppliers, and write back stock levels automatically - Use our kitting feature to bundle multiple SKUs into a single unit for sale - Avoid stockouts with our low inventory reports and inventory allocation - Ordoro’s Manufacturing workflow helps manage your inventory by creating Bill of Materials (BOMs) and issuing Manufacturing Orders (MOs) to produce sellable items - Issue purchase orders (POs) to your suppliers through the app when it’s time to restock DROPSHIPPING Create and manage an Ordoro ecosystem as a merchant, supplier, or 3PL. Sit back, dropship, and relax with hands-off, automated dropshipping capabilities at your fingertips. - Easily receive orders, pass inventory, and automatically update order statuses with your fulfillment partners - Automatically split orders and route them to your designated suppliers - Reduce the amount of time you spend communicating with your fulfillment partners - Monitor inventory stored with a 3PL by integrating it with Ordoro SUPPORT To be frank (and maybe a little biased) our support team, they're awesome! Our support team is here to assist you with top-notch members who truly care about you and your business. Unlike AI-written responses, our in-house team, located in Austin, Texas, provides empathetic, knowledgeable, and timely phone and email support. Each team member has over 5+ years of experience with the Ordoro platform. And the best part? They're not just experts; they're also really cool people. OTHER FEATURES Streamline your ecommerce tasks with Ordoro’s help managing suppliers, shipping insurance, return management, advanced analytics, QuickBooks Online, open API, and so much more. Learn more at Ordoro.com!

Zip

ziphq.com

Zip is the world’s leading intake and procurement orchestration platform. Providing an intuitive starting point for any employee to initiate a purchase or vendor request, Zip helps businesses gain clear and timely visibility across all business spend and consolidates all the steps and tools used across finance and procurement processes in one platform.

VersaPay

versapay.com

For growing businesses that need to accomplish more with less, Versapay’s Accounts Receivable Efficiency Suite simplifies the invoice-to-cash process by automating invoicing, facilitating B2B payments, and streamlining cash application with AI. Owned by Great Hill Partners, Versapay’s employee base spans the U.S. and Canada with offices in Atlanta and Miami. With 10,000 customers and 5M+ companies transacting, Versapay facilitates 110M+ transactions and processes $170B+ annually. Versapay’s Features: Accounts Receivable Automation Cloud-based accounts receivable automation software drives efficiency in the invoice-to-cash process by automating everything from invoicing to collections, streamlines payment acceptance, and empowers AR teams to collaborate with their customers to resolve issues that slow down payments. Versapay’s AR automation software includes a secure self-service online portal that gives customers access to shared invoice and account information and provides AR teams with real-time analytics for all billing and accounts receivable collections information. Cash Application Automation Versapay’s automated cash application uses AI and machine learning to match traditional payments with open receivables, eliminate inefficient manual processes, and accelerate cash posting. Versapay’s cash application automation software works alongside your existing banking services—including lockboxes—to improve efficiency and reduce per-payment processing costs and errors. Automated Payment Processing Payment processing solutions reduce manual processes and accelerate cash flow. Versapay’s payment processing software streamlines omni-channel payment acceptance, offers multiple payment options, and provides automated bank reconciliation, reporting, shopping cart integration, secure tokenized payments, and more. ERP Payment Integration ERP payment integration software that enables AR teams to accept payments directly into their enterprise resource planning system from all sales channels. Versapay’s ERP payments solution offers native integration with numerous ERP systems including Microsoft Dynamics 365 Business Central, Sage Intacct, and Oracle NetSuite. Electronic Invoicing Click-to-pay electronic invoicing streamlines invoice delivery and makes it easy for customers to pay a single invoice or multiple invoices. Versapay’s online invoicing features include real-time payment visibility, invoice customization, and automated cash application.

DocuWare

start.docuware.com

Work smarter: anywhere, anytime by simplifying work in a world of complex information through digitizing, automating and transforming your key business processes. DocuWare’s document management software delivers smart digital workflow and document control for substantial productivity gains without the need for IT resources. Its cloud and on-premises products are a recognized best-fit solution for companies seeking to digitize, automate and transform key processes.

Upflow

upflow.io

Upflow provides cutting-edge software and payment technology to B2B companies to bring their cash collection processes to the next level, and improve their cash flows. Upflow software manages your Accounts Receivables for you with automated yet personalized workflows and integrates in one click (literally) with your existing accounting software. Get paid quicker and easier! Reduce your late payments by 50%. Upflow's features include: * Real-time metrics on your A/R collection * Automated and personalized workflows * Payment portals adapted to each customer Upflow integrates directly with different accounting solutions like Quickbooks, Netsuite, or Xero and can also develop specific APIs. Upflow's partnerships with Stripe and Go Cardless streamline payments for your customers. Upflow has hundreds of users around the world, including Front, Lattice, and Productboard and are backed by key investors (YCombinator, eFounders) and leading fintech business angels.

Balance

getbalance.com

Powering the entire B2B transaction lifecycle. Market-leading merchants and marketplaces use Balance’s B2B software and APIs to accept business payments, extend trade credit, and manage their full business transaction lifecycle.

Paymerang

paymerang.com

Paymerang provides a streamlined invoice and payment automation platform that brings Accounts Payable (AP) departments into the modern age. Paymerang's platform saves AP departments thousands of hours annually, enhances visibility, increases accuracy, improves efficiency, and earns rebates while reducing paper, fraud risks, and operating costs.

Recurly

recurly.com

Thousands of innovative companies across digital media, streaming, publishing, SaaS, education, consumer goods, and professional services industries rely on Recurly to unlock transformational growth using subscriptions. Recurly’s all-in-one, integrated platform removes the complexities of automating subscription billing at scale by enabling teams to manage and optimize their subscriber lifecycles with ease. Category-defining companies including Sling, Twitch, BarkBox, FabFitFun, Paramount, Lucid, and Sprout Social have chosen Recurly to manage billions of dollars in recurring revenues, future-proof their recurring billing and revenue management, and recover billions of dollars in lost revenue due to churn. Founded in 2009, Recurly is based in San Francisco, with offices in Boulder and London. Recurly | Keep a good thing growing™️

Winvesta

winvesta.in

Winvesta is a global fintech start-up simplifying cross-border collections for businesses, freelancers and individuals. Our vision is to provide seamless cross-border payment services. With the lowest fees across the street, we help you maximize your foreign earnings. Receive money in 37+ currencies with our flagship product, the Multicurrency Account. Get local account details for your business to receive money in USD, GBP, EUR, and CAD. Convert to INR at transparent FX rates, and receive your money in India in as little as an hour.

re:cap

re-cap.com

With re:cap, you get financing and insights through one platform. re:cap Insights allows you to manage your liquidity, analyze revenues and customers, create forecasts, and track key financial metrics—all on one platform and in real-time. Use cases of re:cap Insights include: - Liquidity Management: Access all financial metrics, bank accounts, and balances in one dashboard. Track your inflows and outflows to always stay in control of your finances. - Reporting: Pull all key financial metrics for your reports, be always prepared to speak, and provide insights for your management, team, and investors. - Liquidity Planning: Create liquidity plans based on historical and real-time data. Adjust parameters to better understand the financial impact of important decisions. re:cap Insights starts with a free 14-day trial. After that, you can choose between an annual plan (€39 per month) and a monthly plan (€49 per month). Background: Founded in Berlin in 2021, tech company re:cap operates a financing and data insights platform and was founded by fintech experts Paul Becker (CEO) and Jonas Tebbe (CPO), who previously co-founded wealth tech pioneer LIQID. Leading tech investors Entrée Capital, Felix Capital, Project A, and Mubadala Capital have invested in re:cap.

Dokka

dokka.com

DOKKA is the leading accounting automation platform that transforms traditional finance teams into streamlined, AI-powered powerhouses. By significantly reducing time spent on repetitive tasks, DOKKA empowers over 3,500 companies—including NASDAQ-listed enterprises—to achieve unmatched precision and efficiency in their accounting operations. Its cutting-edge platform features two core modules: Accounts Payable (AP) Automation and Financial Close Automation. With AP Automation, DOKKA reduces accounts payable processing time by up to 80%, allowing you to handle vendor invoices in as little as 10 seconds through automated processing, PO-matching and approval workflows, setting a new standard for speed and accuracy. DOKKA’s Financial Close Automation module shortens your financial close cycle by days, centralizing data, automating reconciliation, and streamlining journal entries, consolidation, and reporting. This accelerates closings while ensuring enhanced quality, transparency, and compliance at every step. DOKKA’s proprietary AI-driven technology is reshaping the landscape of modern finance, enabling CFOs and financial controllers to seamlessly transition from manual to automated processes with confidence.

Spendesk

spendesk.com

Spendesk is the complete spend management platform that gives 100% visibility into company spend. With Spendesk, you get a 7-in-1 solution with corporate cards, invoice payments, expense reimbursements, budgets, approval, reporting, compliance, and pre-accounting in one simple, scalable solution. Trusted by thousands of businesses from start-ups to established brands, Spendesk is designed to save time and money across the entire spending process with 100% visibility, built-in automation, and an easily adopted approval process. Ultimately businesses that use Spendesk empower every employee to be accountable for the financial fitness of the company.