Page 10 - Top Accounting & Finance Software - Estonia

Accounting & Finance Software encompasses a broad range of digital tools designed to streamline and automate financial management tasks for individuals, businesses, and organizations. These software solutions are used to track and manage financial transactions, generate reports, ensure regulatory compliance, and simplify budgeting, payroll, invoicing, and tax preparation. Key features often include general ledger management, accounts payable and receivable, bank reconciliation, financial forecasting, and real-time reporting. With the ability to integrate with other business systems, such as customer relationship management (CRM) and enterprise resource planning (ERP), these tools offer a comprehensive view of an organization's financial health. Whether you're a small business owner or a large enterprise, Accounting & Finance Software can improve efficiency, reduce human error, enhance decision-making, and provide greater control over your financial processes. From basic bookkeeping tools to sophisticated financial analysis platforms, these software solutions cater to a wide array of industries and financial needs.

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Eway

Eway

eway.com.au

Eway's secure and reliable online payment gateway makes it easy for you to accept online payments including credit cards and digital wallets.

Paywint

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.

Paysend

Paysend

paysend.com

At Paysend, we're on a mission to deliver the World's Simplest Money Transfer. Paysend is a next-generation integrated global payment ecosystem, enabling consumers and businesses to pay and send money online anywhere, anyhow and in any currency. Paysend is UK-based and has global reach having been created in April 2017 with the clear mission to change how money is moved around the world. Paysend currently supports cross-network operability globally across Mastercard, Visa, China UnionPay and local ACH and payment schemes, providing over 40 payment methods for online SMEs. Paysend can send money to over 170 countries worldwide and has attracted more than six million consumers to its platform. As a global end-to-end payment platform, Paysend has a global network of banks and international and local payment systems and has partnerships with the major international card networks Visa, Mastercard and China Union Pay as a principal members and certified processors.

eDesk

eDesk

edesk.com

eDesk helps online retailers and brands deliver seriously extraordinary customer service, everywhere they sell. eDesk offers a whole suite of award-winning eCommerce tools to streamline customer support processes and reporting for faster response times to dramatically improve productivity and profitability. Its customer support software has been designed specifically to give eCommerce businesses a unified view of all customers’ queries, centralizing all their support channels, social media, webstore and marketplace messages, with its Smart Inbox. It automatically prioritizes messages based on your business needs and assigns them using role based rules, so your team can reply to customers 5x faster, build loyalty and drive repurchase. When dealing with customer queries, its AI automation suggests the best answers and translations so your agents can respond easily, and in any local language. Businesses serious about selling online can scale customer service as they expand into new markets with confidence. eDesk natively integrates with and consolidates data from over 200 marketplace, webstore, social networks, communications, and logistics channels – more than any other customer support software provider – so you can access end-to-end order information at the click of a button. eDesk is also the only customer support solution on the Amazon and Walmart developer councils, helping online retailers and brands grow their businesses through new sales channels, well-connected to their customer support tools and processes.

Genius Sheets

Genius Sheets

geniussheets.com

Genius Sheets is a data integration solution that helps organizations connect their various financial resources through an off the shelf application. Genius Sheets lets you save time and focus on make critical decisions that improve your organizations bottom line

Pega

Pega

pega.com

Pega is a powerful low-code platform that builds agility into the world’s leading organizations so they can adapt to change. Clients use our AI-powered decisioning and workflow automation to solve their most pressing business challenges – from personalizing engagement to automating service to streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help people focus on what matters most, so they can meet today’s customer demands while continuously transforming for tomorrow.

Amio

Amio

amio.io

Amio is an AI conversational platform leading the industry of customer service automation. An easy-to-use and extremely efficient solution helps your customer support team by responding to over 80 % of questions. The customer experience team benefits from 24/7 real-time support across multiple channels. And finally, the sales and marketing departments see an increase in pre-sales engagement with proactive outreach. Amio redesigns the way you interact with your customers by using cost-efficient means of communication. That simultaneously increases the loyalty as your customers can reach you on their preferred channel.

Verint

Verint

verint.com

Verint helps the world’s most iconic brands build enduring customer relationships by connecting work, data, and experiences across the enterprise. With this approach, brands can navigate and thrive as they adapt to the future of work, eliminate the inefficiencies created by organizational and data silos, and consistently deliver differentiated experiences at scale across every interaction. Verint's solutions help brands close the gap created when they lack the resources required to deliver experiences that fulfill customer expectations. Closing this Engagement Capacity Gap™ helps them build lasting relationships with customers and drive real business results. The Verint Customer Engagement Platform draws on the latest advancements in artificial intelligence and analytics, open integration, and the science of customer engagement to meet ever-increasing, ever-shifting consumer interactions and demands. They help their customers to drive even greater value from their technology investments by working closely with a broad ecosystem of solutions and partners. With Verint, brands can finally unlock the potential of customer engagement across every area of the business to deliver consistently differentiated experiences to their customers and employees, and do so at scale to realize tangible business results. Global Presence • Headquartered in Melville, N.Y., with 40+ offices worldwide • Powered by 4,500 dedicated professionals and a global partner network Closing the Engagement Capacity Gap Brands today are challenged to deliver quality customer experiences across dozens of engagement channels, hundreds of customer journeys, and millions of interactions – all with the same team and resources. This results in an Engagement Capacity Gap. Verint solutions are uniquely geared toward closing this gap.

Promet AI

Promet AI

prometai.app

AI Business Plan Generator. Begin your business journey with PrometAI's AI business plan generator. It's designed to guide you through each step, ensuring clarity and ease in crafting your business blueprint. Start your success story today with a plan that sets the foundation for growth and achievement.

Octopus AI

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.

Viably

Viably

runviably.com

Essential financial tools and continuous working capital for Amazon, Shopify, and Walmart sellers to thrive worldwide. Get funded today!

Parallel

Parallel

getparallel.com

Parallel is an easy-to-use financial modeling platform built for early-stage companies helping them understand their runway, revenue, burn, and the impact of decisions without needing to build complex financial models.

Pluvo

Pluvo

pluvo.io

Pluvo lets you forecast your finances effortlessly. Easily create unlimited scenarios to compare outcomes and initiatives, then build sharable reports and dashboards that everyone can understand. Perfect for business owners, financial professionals, or fractional CFOs, Pluvo makes it so simple to create financial models and drive analysis through your main business drivers. How many times have you looked at financials and had to refer to a business plan, or a board meeting, to understand why a company is spending on certain activities. Pluvo connects the dots and aligns the entire organization. Made with love in Ottawa, Canada.

Banktrack

Banktrack

banktrack.com

Financial reports and alerts by WhatsApp or email, dashboards, automations and much more. For freelancers, companies or individuals.

Predict Growth

Predict Growth

predictgrowth.ai

Predict Growth helps startup founders create business plans, financial models, pitch decks, and virtual data rooms—saving time and keeping everything organized as they scale.

Singularly

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.

TagniFi

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.

Uplinq

Uplinq

uplinq.com

SMBs start a business because they have an interest, expertise, or opportunity in a certain area or industry – not bookkeeping. They are often forced to choose from poor options such as outsourcing to firms with inconsistent service, hiring an internal finance manager, or doing it themselves. That's where Uplinq comes in. We offer businesses a better way to get professional help through our proprietary technology, that not only makes bookkeeping worry-free for the business owner, but also provides them with powerful data automation and machine learning to better understand their finances and how their business can improve. Uplinq is focused on providing a better solution: global connectivity, simple onboarding, weekly financial updates, and a constant focus on providing businesses with value - not additional friction. Welcome to bookkeeping made simple.

Hubdoc

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.

Suralink

Suralink

suralink.com

Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 400 of the leading firms in North America and the UK ensure a simpler, more secure audit process.

Simetrik

Simetrik

simetrik.com

Empowering FinOps, Accounting, & FP&A teams with Robust No Code & AI technology. All your external financial data (banks, gateways, etc.) replicated to your data warehouse for conciliation, traceability and cash flow in Latam.

Trullion

Trullion

trullion.com

Trullion is an AI-driven accounting oversight platform designed to streamline and enhance accounting processes, with a focus on revenue recognition, lease accounting, and audit workflows. Catering to accounting teams and auditors, Trullion aims to reduce risk, simplify tasks, and ensure accurate financial reporting. The Trullion Platform leverages advanced data infrastructure and AI technology to automate and error-proof various accounting functions, from managing financial data to stakeholder reporting. Users can report revenue accurately, customize rules, and maintain compliance with standards such as ASC 606 and IFRS 15. With a user-friendly approach, Trullion accelerates day-to-day accounting tasks, offering a dashboard for quick insights, minimal configuration requirements, seamless integration with financial systems, and automated alerts for attention-worthy issues. The platform's AI-powered financial accuracy involves blending proprietary models, third-party data, and forward-looking accounting perspectives to verify numbers against reporting and compliance requirements. For auditors, Trullion provides an intuitive workflow tool to streamline and expedite audits. The platform encourages collaboration between auditors and accounting teams, facilitating efficient management of multiple clients. Trullion integrates with various data sources, including CRM, billing, and ERP systems, allowing users to sync unstructured data such as spreadsheets and PDF contracts within a unified platform. The platform has garnered positive feedback for its AI capabilities, reducing reporting time and costs for users. Trullion positions itself as a reliable solution for accounting teams, auditors, and financial professionals seeking efficiency, accuracy, and peace of mind in their accounting processes.

Eftsure

Eftsure

eftsure.com

Eftsure is Australia's market leader in payment fraud prevention. Specifically designed for businesses, our end-to-end solution safeguards more than $120b in B2B payments per year. Our mission is to build a safer business community. With a large and continuously growing database of verified supplier details (the only one of its kind), we use multi-factor verification to give businesses greater knowledge and control over onboarding suppliers, receiving invoices and making payments. In short, we ensure our customers never pay the wrong people.

Fluence

Fluence

fluencetech.com

Fluence is the only purpose-built financial consolidation, close and reporting software for midmarket businesses. Our customers go live in weeks, close their books in days and report intelligence in real time. We deliver game-changing efficiency gains and trusted, timely numbers to over 800 customers so they get the time, control and confidence they deserve. Fluence is out-of-the-box, no-coding software with a full Excel interface and enterprise-grade capabilities for immediate adoption and quick time to value, all in a truly finance-owned solution. Welcome to Fluence...we close early.

Keeper

Keeper

keeper.app

Keeper gives accountants and bookkeepers one platform to communicate with clients, catch coding errors, manage receipts, streamline their workflows, and so much more. Powered by a 2-way sync with QuickBooks Online and Xero, Keeper connects to clients' ledger files and cuts down time spent completing the month-end close by 50%.

Numeric

Numeric

numeric.io

With Numeric, leading teams organize their close, streamline reconciliations, and leverage AI for auto-drafted flux analysis and lightning-fast reporting.

Easy Month End

Easy Month End

easymonthend.com

Easy Month End is your ticket to a smoother month end close, faster balance sheet reconciliations, and a more efficient finance team

Consark

Consark

consark.ai

Consark offers a suite of market-leading products built for the office of the CFO. Consark is everything you need to deliver a clean, confident, and impeccable close every single time! - Reduces errors by up to 95% - Speeds up the close from weeks to days - Collaborate across teams seamlessly to expedite close tasks - Helps locate and eliminate bottlenecks You can bring your team together on one platform, gain end-to-end visibility of what’s happening in the process with powerful dashboards, enable easy, centralized and safe information flows, and accelerate accuracy and speed with automation. Consark was built by a team of finance innovators who have walked in the shoes of finance leaders. They possess an in-depth understanding of the daily challenges in finance operations. As a result, Consark adeptly simplifies your financial workflows, effortlessly alleviates routine burdens, and empowers you to focus on high-value actions that drive your business forward with confidence. To learn more, visit www.consark.ai

Xenett

Xenett

xenett.com

Xenett is a smart cleanup tool that automatically identifies errors and inconsistencies in seconds. It simplifies the close and review process by centrally managing closing tasks, checklists, and reconciliations. Additionally, it facilitates seamless collaboration with clients to address any open items or missing information.

CollBox

CollBox

collbox.co

Assist is designed for small businesses who don't have the time or desire to follow up on past-due invoices. With Assist you will have a dedicated A/R professional reach out to your customers on your behalf to remind them of their unpaid invoices. This is a customer-friendly option, where you want to maintain business relationships, while also getting paid quickly for your hard work. Starting at just $250 per month, you keep 100% of the paid invoice.

TrueAccord

TrueAccord

trueaccord.com

Collect faster from happier people. TrueAccord is the industry-leading recovery and collections platform powered by machine learning and a consumer-friendly digital experience.

Borrowell

Borrowell

borrowell.com

Start With Your Free Credit Report. Join two million members and access your free credit score. Get personalized tips, tools and offers that fit your profile and help you meet your financial goals.

Chargebacks911

Chargebacks911

chargebacks911.com

The beginnings of Chargebacks911 were not rooted in banking or payments. In fact, they weren’t in the financial sector at all. The company was founded by merchants who had poured years into building up an online business, only to see their success be eaten away by customer disputes. This experience inspired the launch of Chargebacks911 as the industry’s first — and only — end-to-end dispute management service. Today, they provide scalable enterprise solutions for decreasing payment disputes and recovering revenue lost to chargeback fraud. Offering the industry’s only performance-based ROI guarantee, the company uses a proprietary suite of software and service products to provide cost-effective, end-to-end chargeback management solutions. It’s no wonder why Chargebacks911 is trusted by more than 45,000 merchants to manage and protect over 2 billion transactions annually. The company is headquartered in the Tampa Bay area, with additional offices in Rayleigh, Essex. Recognized as a leading global service provider, Chargebacks911 has been honored with numerous accolades, including Best Chargeback Management Program, Best B2B Software, Best Industry Solution, and more.

Retrievables

Retrievables

retrievables.com

Retrievables connects businesses that are owed money to law firms that focus on collections. The company utilizes a technology marketplace where businesses can easily enter the information on their debt and receive offers from law firms to collect on their behalf.

Chargeflow

Chargeflow

chargeflow.io

Chargeflow is The Chargeback Platform that prevents and recovers chargebacks automatically, so you don’t have to. Trusted by top brands like Caraway, Huel, and Elementor, Chargeflow securely integrates with every major payment processor and platform. Start in under 90 seconds with success-based pricing—pay only when we win chargebacks for you. - Increase your chargeback win-rates by up to 4x with our fully hands-off Automation product. Automate chargeback recovery. - Prevent up to 90% of incoming chargebacks with Chargeflow Alerts and pay only for prevented chargebacks, powered by Visa and Mastercard. - Deep dive into your chargebacks root cause and uncover how chargebacks are affecting your business with Chargeflow Insights -- completely free, forever.

Jetpack Workflow

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.

ProCharted

ProCharted

procharted.com

Grow your firm without adding stress. Keep your workflow organized, efficient, and deadline-driven with all-in-one practice management software.

Panalitix

Panalitix

panalitix.com

Panalitix's technology solutions transform how client's business attracts and manages clients, improves the team, optimizes business processes, and introduces higher margin products.

Taxaroo

Taxaroo

taxaroo.com

Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools. Includes client portal and communications hub (video, SMS and chat), workflow, IRS-compliant electronic signatures and even invoicing putting everything on autopilot for your firm.

AuditorsDesk

AuditorsDesk

auditorsdesk.in

Auditors Desk is a cloud-based end-to-end audit platform which is fully customizable based on your firm methodology to assist audit teams deliver high quality audits with the use of smart audit tools and online document management. Auditors Desk replicate your day-to-day audit work to a digital platform, which results in improved quality and efficient audit process by better collaboration between teams and clients.

Elephant CPA

Elephant CPA

getelephantcpa.com

ElephantCPA is is a cloud-based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while also increasing client satisfaction.

Entera

Entera

entera.global

Entera is a cloud-based software that automates the input of accounting documents. Combining AI and OCR technologies service can enter documents 10 times faster than human performance. Key Features: — Upload documents from different sources: scans, photos, email, PDFs, Xls, doc, and another digital formats — 98% recognition accuracy — Recognize up to 100 documents simultaneously — Integration with QuickBooks, odoo, Tally, Zoho, and other systems — Store and find your documents in seconds with our digital archive

Bright Return

Bright Return

brightreturn.com

BrightReturn offers a comprehensive solution for automating accounting practices, elevating efficiency, security, and productivity. With a commitment to enhancing the accounting landscape, BrightReturn's software presents a range of features designed to streamline workflow, bolster security, and enable growth. The allure of BrightReturn lies in its multifaceted benefits. Accounting firms can embrace cutting-edge practice management software that automates mundane tasks, facilitating seamless communication and expanding service offerings. This transformation not only drives business growth but also enhances client return on investment, ensuring a strategic advantage in a competitive landscape. Employee retention also stands to benefit. By automating workflow processes and fostering collaboration, the software cultivates a more engaged and satisfied workforce. The accessible training resources contribute to skill enhancement, amplifying job satisfaction and overall employee investment. Productivity is another hallmark of BrightReturn. The software's time-saving features, coupled with efficient client management, financial oversight, and collaborative tools, empower firms to operate more effectively. With BrightReturn, tasks are automated, deadlines are met, and financial management is streamlined. BrightReturn Features:- * Client App & Portal: Empower client engagement. * AI Document Management: Secured Data Exchange, Data Extraction with AI * Automated Workflow: Liberate time, and reduce errors. * Agile Project Management: Stay on top effortlessly. * Task Management: Organize with ease. * HelpDesk Inbox: Unify client communication. * Client Management: Strengthen relationships. * Broadcast: Powerful team and client communication. * HelpDesk: Centralized client support. * Time Tracking: Efficient time management. * HRMS: Manage team attendance, leaves and holidays and work in one place.

Connect4

Connect4

connect4.app

The client meeting platform. Where client relationships flourish. Prepare, Meet, Act. Progress client relationships with Connect4's easy meeting preparation, delivery and accountability tools. Client centric firms know it's good to talk with clients - turn once throw-away meetings into actionable, connected experiences for clients while building trust in your team’s delivery and growing recurring revenue. Explore more about Connect4 at https://www.connect4.app/

Fieldguide

Fieldguide

fieldguide.io

Built by and for practitioners, Fieldguideʼs AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-based software helps firms take advantage of the increasing demand for audit and advisory services by addressing the challenges of scarce talent, remote collaboration, and modern client expectations. Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and unparalleled staff productivity for any framework, including SOC 1 & SOC 2, HITRUST, PCI DSS, HIPAA, and many more. Instead of juggling siloed legacy tools, practitioners can rely on Fieldguide as a single source of truth, with all the capabilities that they need to run engagements from kickoff to completion. Streamlined requests, AI-powered document management, intelligent framework mapping, and one-click reports are just some of the unique Fieldguide features that help firms drive greater visibility across all engagements, while delivering a first-class client experience. Top 500 firms like Wipfli, Mazars and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits. Fieldguide has received multiple awards from industry associations, and the company is backed by top venture capital firms, including 8VC, Y Combinator, and Floodgate.

SuiteFiles

SuiteFiles

suitefiles.com

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!

Capium

Capium

capium.com

Capium is a fully integrated accounting suite based in the Cloud, which means there is no need to have any hosted desktop or internal/external servers. It's everything you would expect from your basic desktop accounts software, but continually accessible virtually. Capium suite can be accessed from laptops, mobiles and tablets from anywhere, granted there is an internet connection available. About Capium: The company was established in 2015 when it launched the first 6 modules to facilitate professional accountants and Small to medium size enterprises (SMEs). By 2018, Capium had acquired 750+ firms using their modules and 6 award nominations, and in 2019, Capium won 2 national accounting awards. Capium is a firm focused on the accountant as the valued client. The accounting tech software market is worth more than 1 billion pounds in the UK, with a compound annual rate of 8.5% forecasted for the period of 2021-2026. With the arrival of the enforcement established by the HMRC of making tax digital (MTD) by the year 2023, it created a need for accountants to seek the appropriate tool/software to help ease their transition into submitting taxes via the cloud to the local government. This has provided Capium (and competing firm) a visible and exponential opportunity for growth in 2022.

TaxDome

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.

Uncat

Uncat

uncat.com

Uncat helps accounting professionals fix uncategorized expenses, income, and assets with their clients. It automatically notifies clients, and syncs with QuickBooks Online, Xero, and QuickBooks Desktop. Just $5/month. Stop herding cats! Start a 14-day free trial.

MYOB Australia

MYOB Australia

myob.com

Whether you're just starting out, or running an established enterprise, you can manage your entire business with MYOB. One business management platform, with all your key workflows – from finance and supply chain to employee and project management – MYOB saves you time and money. Wherever your business is headed, MYOB adapts to meet your changing needs. Whilst providing the visibility and confidence you need to make better, more informed decisions. Unleash your business’s potential, with MYOB.

Karbon

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.

Locomote

Locomote

locomote.com

Locomote empowers organisations to have complete control and visibility of their travel programme. A customer-focused and technology lead travel company, which reduces the reliance on traditional bookings enabling high-quality customer service. Locomote creates a completely new automated and innovative solution for travel management.

Financial Cents

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!

Canopy

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.

Nordkap

Nordkap

nordkap.com

Nordkap is a user-friendly and cloud-based treasury management system purposefully designed to make debt management for the real estate companies’ a whole lot easier.

Nilus

Nilus

nilus.com

Nilus gives finance teams a real-time view of their cash flow across all bank accounts and payment providers. By connecting accounts with just a few clicks, finance leaders can monitor, optimize, and forecast cash today instead of waiting for end-of-month reports. By automating reconciliation and cash application, Nilus equips finance leaders with the real-time reporting they need to make faster decisions when it matters.

Expend

Expend

expend.com

The award--winning expenses solution that's designed for businesses and accountants to make managing expenses and business spending simple. Expend is a flexible all-in-one expenses solution that gives businesses, accountants, finance teams and employees more flexibility and control over expenses and company spending, leading to improved financial management. Uniquely automating the inefficient expenses process and offering unsurpassed control on company spending.

allGeo

allGeo

allgeo.com

Abaqus provides businesses with solutions to automate their field service operations to dramatically improve their employee productivity, payroll savings, and profitability. In this age of digital transformation, Abaqus is leading the way by providing solutions to various industries from facilities management and construction to fleet management and healthcare. Abaqus simplifies the immense complexity of running field organizations with tens of thousands of mobile workers in the field by providing tools for scheduling, mileage tracking, time clocking, dispatch messaging, field data collection, mobile forms, exception monitoring, and analytics. Abaqus’s allGeo platform can be used to build custom workflow solutions for mid-size and enterprise customers. Solutions hosted on allGeo include resource tracking, time & attendance, electronic visit verification, lone worker safety, load tracking, inspection and audit logs, etc. The platform interfaces with a wide variety of devices such as Android devices, iOS devices, and telematics devices. The Abaqus team brings executives from Philips Electronics, Qualcomm, Cisco, Intel and Jitterbit with decades of experience in web, mobile, and cloud software industries.

TruTrip

TruTrip

trutrip.co

TruTrip is an all-in-one platform for business travel management with easy bookings, smart policy tools, traveller safety, tech integrations and high-touch service and support on-demand. Great business travel should not be reserved for “big accounts”. With TruTrip you can trust your investment in travel, no matter the size, will work for you and your team.

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