Page 8 - Top Accounting & Finance Software - United States

SherpaDesk

sherpadesk.com

SherpaDesk focuses on what matters most to professional services - Time. SherpaDesk is a cloud-hosted professional service automation (PSA) solution that integrates core business processes into one solution. Organizations are able to track customer service issues, capture billable & nonbillable time and monitor all of their project's profitability. SherpaDesk's mobile application is the perfect solution for any organizations who have techs in the field and need log their time and expenses.

Fortifi

fortifi.com

Fortifi is the all-in-one business software for sales, marketing, customer support and billing teams. Helping you to acquire new customers, nurture existing ones and make getting paid a breeze, Fortifi has all the tools you need to run your business, from one intelligent and user friendly platform.

Received

received.ai

The first B2B Billing & Revenue management platform. Made for B2B finance teams managing custom contracts and complex pricing models, looking to streamline their processes and gear up for growth.

EyeOnTask

eyeontask.com

EyeOnTask enables you to manage everything in a modern and intuitive way, making it the best field service management software on the market. It offers a system that solves the current issues faced by corporate field service management. It is a customer-focused organization with the mission of lowering costs, increasing efficiency, and optimizing operations for its clients. It has helped several field service businesses manage and optimize their field activities, which in turn boosted their return on investment. EyeOnTask is a name you can trust among the available field service software in the market. Features: * Billing & Invoicing * Quotations/Estimations * Job Scheduling * Assets/Inventory Management * Job Time Tracker * Job Dispatching * Contract Management * Audit/Inspection * Appointments/Leaves * Client Call History and Service Tracking * Payment Collection On The Field * Electronic Signature * Customer Portal * Equipment Management * Lead Management Industries It Serves: * HVAC * Plumbing * Computer Installation & Repair * Transportation and Logistics * Construction * CCTV Surveillance * Internet and Cable Service Provider * Pest Control * Cleaning Software * Lawncare and Landscape * Pool and Spa * Solar Installation System * Fire Safety and Alarm Systems * Home Automation EyeOnTask is a cloud-based field service management software that automates, organizes, and streamlines your company's operations.

Fidesic

fidesic.com

Need help with invoice processing for Microsoft Dynamics GP or D365 Business Central? Fidesic is your go-to solution for AI powered payables. www.fidesic.com Still processing invoices manually? Fidesic makes invoicing and vendor payments pain free! We help business that are... *Growing Businesses *Multi-location / Multi-entity / Franchises *Needing to scale invoice processing *Needing to modernize AP processes *Using Microsoft Dynamics GP or Business Central Features: *Invoice Data Capture - 99% accurate (No more manual entry) *Easy to Build Approval Workflows for Invoice and Payment Approval *Easy Pay - (ACH, Secure Check Fulfillment, Mobile) *Vendor Portal with Your Branding (Vendors Submit Invoices Directly) *Direct Integration with Business Central and Dynamics GP (Great Plains) Fidesic continuously strives to provide users with the most reliable, efficient and easy-to-use accounts payable (AP) automation solution for Dynamics GP and Business Central. We believe that by simplifying your invoice processing with a modernized, high-visibility and secure platform, you can focus on big-picture organizational goals and build a job you love. Fidesic is designed to work with both single and multi-location businesses using Dynamics GP. We work with accounting professionals to help reduce manual processes, increase productivity, and increase visibility in organizations that have decentralized responsibility. The Fidesic team understands each business, regardless of size, on a personalized basis - ensuring your accounts payable (AP) needs are being heard and taken care of. The customer service team is available via live chat, phone or email to provide you with the necessary information and assistance you need to succeed and overcome any challenges you may face. • Self-Guided Onboarding - Make the transition to automation flawlessly simple. Our support team is there to guide your throughout the entire process whenever you need assistance. • Invoice OCR (Optical Character Recognition) - Fidesic's OCR combines software and human-entry to ensure that important invoice data is as accurate as possible - with the capability to capture invoices up to 96% accurately. That means no more data entry! • Multi-Location Support - Fidesic has native multi-location support built into it's capture and workflow. Invoices will be automatically routed to the designated location approvers and GL coding. • Customer Service - Fidesic takes pride in outstanding customer service. The team is available via live chat, phone or email to answer any of your accounts payable questions, comments or concerns and address them in an efficient manner. • Complete MEM (multi-location) Integration - Fidesic AP has workflows, invoice management, and an import into GP that was designed specifically to work with Multi-Entity Management. Approved invoices will be split into their single, or multiple entities, and imported into GP with zero data entry required. • No More Manual Data Entry - Fidesic helps users out with approval and takes care of fulfillment. No more stuffing and sending out physical paper checks. Send ACH and paper checks by picking which invoices to pay. • Vendor Payment Automation - Fidesic is the best way to manage your entire vendor payment process with our web-based approval workflow system. The solution will match how you have your banking system set up in your Dynamics GP ERP system. You’ll be able to pay vendors from multiple bank accounts by ACH and paper check without adding extra steps to your approval and payment process. • Mobile Invoice Approval - Fidesic's accounts payable solution offers a powerful mobile invoice approval platform that you can access from anywhere with an internet connection. No longer hold up invoice approvals simply because you are out of the office - approve invoices right from your email with our solution. • Robust Workflow - Fidesic's offers a flexible and reliable workflow that routes invoice approvals automatically so you no longer have to micro-manage your accounts payable (AP) invoice processing. As a Fidesic user, you will have complete visibility into your workflow and the capability to generate reports that are are audit-ready. • Industry-Specific Capabilities - Fidesic's offers features designed with specific industries in mind. The solution assists multiple Healthcare, Non Profit, Food & Beverage, Hospitality, Finance and Franchise organizations with their invoice and payment processing. • Reliable Reporting - Fidesic's solution can meet your unique reporting requirements. You will be able to provide reports specially designed to provide your donors insight into how funds are being spent and customize reports based on their needs, all with minimal effort. Users will also be able to create a report with backups of all PDFs and their associated expenses. We know the importance of having access to your full audit trail of all approvals (invoices and payments). ****Fidesic for Free**** Fidesic's offers users an unlimited, no cost trial of Fidesic to explore what AP automation means for their organization with no time limit.

VatPay

vatpay.com

Recurring Payments, Online Billing and Invoicing for B2B Small Businesses Get Low Credit Card Processing Fees with Vatpay

Catsbill

catsbill.com

Easiest, Fastest, and Lifetime Free GST Billing Software. Create Professional GST Bills, Manage inventories, and Bill listings. Register now.

Erplain

erplain.com

B2B Sales and inventory simplified. Erplain is an inventory and order management software that automates the creation of estimates, sales orders, invoices and purchase orders while updating your stock in real time.

Store4

store4.com

Store4 is a cloud application where users can manage their entire order/billing/ shipping process smoothly.

Aliphia

aliphia.com

Aliphia is a billing and invoicing software help users to design the invoice by adding the company name and logo.

Billin

billin.net

Online billing for self-employed workers and SMEs. Create and send invoices with Billin, the easiest to use invoicing software. Try it for free!

Incomee

incomee.co

Incomee is the most intuitive, affordable, and smart way to automate your freelancer business and focus on what really matters. With Incomee, you can create beautiful proposals, track the progress of your projects, send invoices and get paid by clients.

Sellercloud

sellercloud.com

At Sellercloud, we are dedicated to helping online retailers sell wherever products are sold. Our platform is integrated with more than 200 sales channels and marketplaces, helping you reach more customers and generate more sales. Our inventory and order management software provides a powerful set of tools to meet the challenges of multi-channel sales through synchronization, simplification and automation. Manage Orders, POs, Inventory, Shipping, and every stage in between with Sellercloud's full solution for any brand and business that sells online.

Stord

stord.com

Stord is the leading Cloud Supply Chain provider enabling companies to compete and grow with world-class logistics—including warehousing, transportation, and fulfillment—in a single, integrated platform that's available exactly when and where they need it. Hundreds of B2B and B2C companies like Athletic Greens, Alex and Ani, Native, Tula, American Giant, Branded, and Thrasio use Stord to make their supply chains perform with the speed, flexibility, and ease of the cloud. Led by former operators from Amazon, XPO, and Manhattan Associates, Stord is headquartered in Atlanta and backed by leading investors, including Kleiner Perkins, BOND, Franklin Templeton, Founders Fund, Lux Capital, D1 Capital, Salesforce Ventures, Susa Ventures, and Lineage Logistics For brands shipping 1,000+ orders daily that can't afford to miss on customer experience, Stord provides logistics and technology that work in unison to drive business results. DTC/E-commerce, B2B, Omnichannel Fulfillment When you work with Stord, you get the best of enterprise logistics and on-demand warehousing. Stord’s owned and operated facilities reach 99% of the U.S. within two days, alongside a premium network of select, carefully-vetted, pre-integrated 3PLs for unmatched flexibility. Parcel and Last Mile Delivery Unlike simple, standard carrier ‘rate shopping,’ Stord Parcel evaluates each package’s individual characteristics in real-time, and selects the most efficient and cost-effective service level and delivery provider that will meet the expected delivery date. Transportation On-time pickups and deliveries you can count on with scalable, in-sync transportation that gets your products where they need to be, when they need to be there, at the right cost. Our team delivers personalized service, 100% coverage of primary shipments and 99% on-time delivery backed by a 20,000+ carrier network for Full Truckload (FTL), Less Than Truckload (LTL), Parcel, Drayage, and Inbound/Outbound Cold & Refrigerated Freight capabilities. Order Management Software (Stord One Commerce) Intelligently orchestrate and simplify your logistics with a complete e-commerce order and inventory platform. Track inventory, process orders, manage exceptions, and automate workflows, with full visibility into your entire supply chain, regardless of location. Warehouse Management Software (Stord One Warehouse) Simplify warehousing, inventory management and order fulfillment with the only WMS purpose-built by high volume operators for both brands and Third Party Logistics (3PL) providers. Make your labor more productive, decrease costs, and improve accuracy. The simple-to-use cloud-based software is a scalable, paperless solution that grows with you: from single-channel or low volume bulk operations, to high volume parcel and large-scale omnichannel operations. Stord's cloud software connects to your existing systems (E-commerce/marketplaces, retail partners, ERP and financial systems and WMS) with a standard integration, providing an unmatched ability to analyze and optimize your entire supply chain. Stord's platform is backed by a network of warehouse and transportation services that is is available when and where you need it, ensuring orders are delivered on time and in the right place. Contact us at www.stord.com [email protected]

GoBolt

gobolt.com

Founded in 2017, GoBolt is a technology company building the largest sustainable supply chain network that partners with merchants to deliver a complete end-to-end customer experience. By operating as an extension of each merchant’s team, GoBolt provides reliable warehousing, pick and pack, shipping, and last-mile delivery solutions. With a growing network of warehouses across North America and a suite of proprietary apps designed and supported by an in-house engineering team, GoBolt unlocks enhanced transparency and control for merchants. The company’s focus on customer-centricity is further driven by a deep commitment to sustainability. GoBolt is proud to offer carbon-neutral deliveries by prioritizing delivery in an electric vehicle and sequestering equivalent carbon emissions when that is not possible. For more information, visit GoBolt.com.

Webinterpret

webinterpret.com

Webinterpret enables online retailers and marketplace sellers on eBay and Amazon to instantly expand worldwide and boost their online sales.

Etail Solutions

etailsolutions.com

Etail Solutions is a leading commerce integration platform, solving some of e-commerce’s most complex integration and automation problems for brands, 3PLs and large resellers since 2010. Our mission is to make every digital commerce transaction ideal for both the consumer and the seller. Using the Ideal Order™ ratio as a gold-standard KPI, our objectives are to maximize efficiency, profitability and customer satisfaction for each and every order. To do that, Etail Solutions has created a substantial arsenal of tools, purpose-built to manage the many-to-many data relationships in the online world: • Our integration platform stands apart in its ability to handle multiple protocols (APIs/EDI/Flat-files, etc.), aggregate and normalize data across sources, and seamlessly integrate your e-commerce ecosystem into an integrated network that you control, monitor and manage from a single, centralized platform, all while providing you with the transactional integrity and integrations to your core systems of record to keep your financials, inventory and all other data up-to date. • Our catalog and inventory management capabilities provide you with unparalleled control for managing how you sell, allocate, publish and optimize inventory, across all sales channels and sales channel types, as well as efficiently managing and planning your inventory placement and fulfillment across a multi-location fulfillment network. This comes from the ability to link every listing across all online channels and every source of inventory availability to single master SKU in the base unit of measure for every item you sell. • Our Order Management System is a full-blown Distributed Order Management (DOM) platform and will optimize each order across: • Any method (Owned inventory or supplier-owned, your DC, a distributor, retail or drop-shipper or even cross-docking) • Any locations or location types – 3PLs, Distributors, Multiple DCs and even across multiple systems of record. • Any packaging (cartonization) – optimize box sizes, quantities or even banding to minimize freight costs. • Any carriers and service levels, saving you money on every order. The more expansive your fulfillment network, the more money we can save you. • Multi-location Inventory Planning – Minimize fulfillment and carrying costs by understanding Ideal Demand by SKU by fulfillment location. Easily aggregate demand across all channels and understand the true velocity by location for a SKU, based on the inventory that should have shipped from each location, not what did ship from each location. • Our Ideal Order Insights & Analytics can simulate the best-case scenario for all of your eCommerce operations and gives you the data of how to make it happen in real life for every order! Ideal order will help you make informed decisions on how to minimize lost net income and how to maximize profits from your business’s e-commerce – all the way from supply chain operations to inventory management, order fulfillment and delivery. • And so, so much more – Multi-channel PIM, global pricing controls with multi-currency, ERP & WMS integrations, listing lifecycle management, competitive and automated repricing, taxonomy controls, job automation and controls and more... Etail Solutions has grown over the years by solving one complex real-world commerce problem after another. We build each and every feature and function to optimize our client’s ability to grow and scale profitably, with a mission to create an ideal commerce environment for each and every one of our clients! Client Success: After being on our platform for just 1 year, clients' average rate of growth was 138%. After being on the platform for 2 years, clients' average rate of growth increased by another 70% when compared to their first year's end. When compared to the beginning of their first year, clients' average rate of growth was 282% in the first two years.

WizCommerce

wizcommerce.com

WizCommerce is an all-in-one AI-powered platform that helps B2B wholesalers, distributors and manufacturers digitize their end-to-end sales; right from recording new leads to taking orders, payments, and more! Users can take orders at tradeshows, online, or on the field; find hidden upsell opportunities, and make data-backed decisions with advanced reporting. WizCommerce integrates with all websites, ERPs, CRMs, and e-commerce platforms, helping users manage all their businesses inside one platform.

Unicommerce

unicommerce.com

Incorporated in 2012, Unicommerce is India’s largest e-commerce enablement SaaS platform in transaction processing in terms of revenue for the financial year ended March 31, 2022, that enables end-to-end management of e-commerce operations for brands, sellers and logistics service provider firms. Our comprehensive suite of SaaS products acts as the nerve center for e-commerce fulfillment operations for businesses and allows them to manage inventory across multiple locations, minimize fulfillment costs, process orders for multiple online and offline channels, manage returns, generate correct invoices, reconcile order payments, shipment tracking for customers, taxation and other regulatory compliances. Our product suite is sector and size-agnostic and designed to meet the business needs of various types and sizes of retail and e-commerce enterprises, both online and offline. Our products aid in streamlining e-commerce operations for our clients and enable us to become a critical part of the supply chain stack of our clients. We enable businesses to efficiently manage their entire journey of post-purchase e-commerce operations through a comprehensive product suite that includes the warehouse and inventory management system, the multi-channel order management system, the omni-channel retail management system, the seller management panel for marketplaces and the recently introduced UniShip and UniReco. We have a consistent client base, ARR and revenue growth with 750mn+ Annual Transaction run-rate, along with 350+ customers, 8000+ warehouses and 1900+ stores processing orders through the Unicommerce platform as of the quarter ended on September 30, 2023.

Blastramp

blastramp.com

Blastramp HQ is a simple business tool that cures a brand's inventory management headaches and connects all ecommerce and wholesale sales channels into one centralized hub. Integrate, optimize and seamlessly scale your brand at a cost that leaves budget in your bank for other needs. Come kick the tires on Blastramp HQ before you make any decisions on your omnichannel order and inventory management solution. We're committed to one giant leap for brandkind! KEY FEATURES - Built for the small-but-growing brand with multiple sales channels - Robust inventory & order management features - Centralized hub manages entire lifecycle from factory PO to returns management. - Order-centric CRM features consolidate communications between brand staff, vendors, sales reps, 3PL/warehouse and customers. - Simple pricing structure (no hidden fees) INTEGRATIONS: ERPs - Aptean Apparel ERP (Fullcircle) - AIMS Socrate ERP - ApparelMagic - Xorosoft ERP - Extensiv (3PL Central) INTEGRATIONS: ECOMMERCE & WHOLESALE - Shopify - WooCommerce - NuORDER - CommerceHub - Brandboom - Joor INTEGRATIONS: ACCOUNTING & POS - Xero - Quickbooks Online - Quickbooks Desktop INTEGRATIONS: SHIPPING & FULFILLMENT - ShipStation - 2Ship INTEGRATIONS: 3PL PARTNERS - Logiwa - AMS Fulfillment - NRI Fulfillment - Verde Fulfillment

Kladana

kladana.com

Provider of SaaS-based inventory management software solutions for e-commerce businesses. The solutions provided are order management, stock management, return management, optimization of order fulfillment, workflow automation, and creation of bills of materials, and account for raw materials & finished products.

ChannelApe

channelape.com

Strategic Inventory Management Software for Commerce Three core products: 1. Insights - Dashboard, Reports and Alerts built for Omnichannel Brands Know exactly what you have where and why. Business Intelligence built for commerce. Reports around orders, fulfillments, inventory, and product performance. 2. Workflows Workflows brings a drag-n-drop UI and message based integration workflows to your fingertips.

Zenventory

zenventory.com

Zenventory will give you more bang for your buck than any other solution on the market. This user-friendly platform seamlessly manages inventory, fulfills orders, and handles shipping. Every plan includes unlimited users - how cool is that? Bring your e-commerce, accounting, warehouse, and shipping under one roof with our versatile solution. Tailor Zenventory to fit your unique needs, backed by our responsive support team. Best part? Tech help is included in all subscriptions. Let's simplify your business together!

Shipkoo

shipkoo.com

Shipkoo is the logistics provider that serves DTC brands, Crowdfunding platforms and any form of online retailers. We handle your entire logistics operations, starting from the manufacturer all the way to the customer. Shipkoo specializes in express shipping and origin fulfillment— which lowers the costs of pick & pack while minimizing the costs of duties through parcel shipping.

Waakif

waakif.com

Waakif - Order management & Customer Marketing Platform. Waakif is an AI-powered business platform that boosts customer retention and provides actionable insights. Offering advanced customization and intelligent automation, it's tailored to elevate your business and triple your customer engagement, setting you apart from competitors.

Ordaana

ordaana.com

Boost client satisfaction and team efficiency with Ordaana. Automate your small business with features like online scheduling, custom forms, invoicing, and secure client portals. Free trial available!

OrderEZ

orderez.co

OrderEZ consolidates your suppliers into one platform, saving you time, increasing the accuracy of purchasing, and providing you with real-time visibility on your product cost and delivery. OrderEZ allows venue teams to shift their focus away from the mundane day-to-day and onto more strategic matters. Why spend two hours putting together purchase orders from the same 10 suppliers you do each week, instead spend that time coming up with creative menu additions, weekly specials, or training your staff. Distributors now have a solution that doesn’t require a fleet of people to implement and moves all communications onto a single platform. No more WhatsApp messages and text messages, get notified of all your orders in a centralized platform.

Tesorio

tesorio.com

Finance teams deserve a platform that connects cash data across business systems to make cash flow actionable and predictable. They didn’t have that until now. Meet the world’s first Cash Flow Performance Platform. More than just AR automation, it delivers unprecedented visibility into your cash flow, drastically improves your forecasting accuracy, provides instantly actionable insights and more—all in one platform.

Agicap

agicap.com

Agicap is the market leader in SaaS solutions for corporate cash flow management. Agicap is providing cutting-edge solutions to streamline Financial Management processes. Our Financial Management platform helps businesses gain comprehensive financial insights, manage cash and liabilities, and drive business growth. Agicap delivers value at every level of the company (CEOs, CFOs, their teams), turning cash into a lever for growth and profit. Our all-in-one modular platform meets most cash challenges. It relies on several complementary and interconnected solutions: - Banking & ERP connectivity - Daily Cash Management - Liquidity planning - Business Spend Management - Cash Collection - Reporting & analytics Since 2016, +7,000 customers in over 5 countries trust us.

ezyCollect

ezycollect.io

ezyCollect automates account receivables for B2B- our clients typically see a 40% reduction in overdue outstanding within the first 12 months. AR automation with 1. Credit insights based on live customer data and data from illion which helps you identify the best customers and eliminate bad debts with business credit scores 2. SimplyPaid payments integration which allows you to add a 'pay now' button on your invoices - so your customers can pay you directly from the invoice. 3. Online credit applications which integrates credit insights and business credit scores - so you can customise your credit terms to your customer risk Why AR teams love ezyCollect 1. Payment Write Back: Automatically record payments against customer invoices with Payment Write Back* 2. Payment portal where customers can 'Pay Now' or 'Pay Later' and view all their invoices in one place 3.Customer Risk Ratings: Customize credit terms based on Customer Risk Ratings 4. Automated SMS, Email reminders and 'Thank You for your payment' emails Send Consolidated Reminders with invoices attached and build stronger relationships 5. Centralised Communications: See an overall record of your customer communication in one place 6. Call Scheduling: Get control of the AR workday for overdue invoices AR Dashboard Get a bird’s eye view of your AR with the AR Dashboard

Billtrust

billtrust.com

Accelerate online revenue growth, scale seamlessly and optimize your customer experience with an intelligent B2B/B2C web store platform and mobile app. Billtrust eCommerce is purpose-built for wholesale distributors and manufacturing businesses to stay competitive and innovate with an integrated, holistic solution. Scale seamlessly: Manage complex product catalogs, data and assets at any size or stage of business with one turnkey platform. Gain efficiency and simplify with a solution that integrates with your ERP and includes everything from Product Information Management (PIM) and search, to content management, marketing and payments. Provide the best customer experience: Give your customers the flexibility and simplicity to find and order what they need, when they need it. With a robust product recommendation engine, intelligent search and a fully-integrated mobile app, your customers can order, repurchase and track easily, anytime, anywhere. Optimize cash flow: Minimize the friction between making a sale and posting payment while boosting your cash flow when you consolidate your sales, invoicing and payment processes across a single vendor.

Nuvei

nuvei.com

Nuvei (Nasdaq: NVEI) (TSX: NVEI) is the Canadian fintech company accelerating the business of clients around the world. Nuvei’s modular, flexible and scalable technology allows leading companies to accept next-gen payments, offer all payout options and benefit from card issuing, banking, risk and fraud management services. Connecting businesses to their customers in more than 200 markets, with local acquiring in 47 markets, 150 currencies and over 650 alternative payment methods, Nuvei provides the technology and insights for customers and partners to succeed locally and globally with one integration.

PayTrace

paytrace.net

We’re the B2B payment experts. Specializing in expense reduction, payment automation, and efficiency, PayTrace makes accepting payments easy. We provide solutions for payment processing, accounts receivable, interchange optimization, and payment automation, all built on the solid foundation of our payment gateway that’s trusted by 40,000 merchant businesses. Our platform automates complex B2B invoicing processes to reduce Days Sales Outstanding (DSO) from an average of 28 days to a single day, while removing manual steps that can lead to human error. Our built-in features help lower your processing costs: interchange optimization automatically qualifies B2B/B2G transactions for reduced Level II and III processing fees, and surcharging enables merchants to recover credit card interchange fees through an added industry-compliant surcharge. With PayTrace, you can accept payments online, within ERP systems and other integrated solutions, in-person or on the go. We are a trusted solution for merchants in a variety of industries, including healthcare, manufacturing, construction, e-commerce, professional services, and more. PayTrace provides free, US-based, 5-star support to ensure success.

Blue Onion

blueonionlabs.com

Single source of truth for a company's financial data. Modernizing Order-to-Cash Reconciliation. Make sure you get paid for every order and reduce time to close the books - we follow the money from order to cash, so no transaction is missed during the reconciliation process.

Routable

routablehq.com

Routable’s secure B2B payments platform helps finance teams automate and simplify the payables process from invoice receipt to settlement. With support for your existing workflows and the flexibility to scale transactions from 100 to 100,000+, the platform was purpose-built to handle mass payouts reducing time spent on tedious tasks.

PDCflow

pdcflow.com

PDCflow provides payment communication software so businesses can collect payments, get esignatures, and deliver documents securely through the channels their consumers prefer—online payment portals, sms/text, and email. Our patented Flow Technology allows organizations to create custom workflows, from simple to complex, so their staff can drive business forward in a couple of clicks and their consumers can easily review and complete the requested transactions. Get started today by using our online PDCflow Platform or integrate with our developer-friendly APIs to add payment and communication workflows directly into your existing system.

FinFloh

finfloh.com

FinFloh is an end-to-end platform built for Modern CFOs and B2B Finance teams to streamline accounts receivable operations, collect faster, automate cash application & take better credit decisions. FinFloh's goal is to transform receivables into a collective responsibility for all your business teams and position it as the biggest strategic lever for your firm’s cashflows. FinFloh's solution’s magic sauce recipe comprises of 5 major components: * Buyer Intelligence for Powerful Decisions * Receivables Workflow Automation * AI-driven Prediction of Receivables & Cashflows * Smart Contextual Collections * Collaborative Communication

Esker

esker.com

Esker is the global authority in AI-powered business solutions for the Office of the CFO. Leveraging the latest in automation technologies, Esker's Source-to-Pay and Order-to-Cash solutions optimize working capital and cashflow, enhance decision-making, and drive better collaboration and human-to-human relationships with customers, suppliers and employees. Esker is a global cloud platform built to unlock strategic value for Finance, Procurement and Customer Service professionals, and strengthen collaboration between companies by automating the cash conversion cycle. Founded in 1985, Esker operates in North America, Latin America, Europe and Asia Pacific with global headquarters in Lyon, France, and U.S. headquarters in Madison, Wisconsin.

Kolleno

kolleno.com

Kolleno is an accounts receivable management software that brings receivables, payables, reconciliation and payments all in one place.

Gaviti

gaviti.com

The next generation of accounts receivable software is here. Gaviti is a B2B Autonomous Invoice to Cash solution that uses AI to automate the repetitive and make everything else controllable and predictable. Gaviti provides A/R teams with solutions for credit management, collections management, dispute management, and cash application. Our clients have achieved remarkable results, slashing their late invoices by an impressive 50% within just six months of adopting Gaviti.

SequenceHQ

sequencehq.com

Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and save time. Turn contracts into billing schedules in a few clicks and automate finance workflows effortlessly. Sequence automates your revenue collection process, allowing scaling companies to easily grow their topline, adjust pricing models on the fly, and create a source of truth for products & pricing. Sequence has built-in integrations to CRMs, ERP systems, and data warehouses, allowing for quick and easy implementation with your existing stack. The Sequence no-code dashboard is intuitive and loved by finance teams, and is the easy way to manage your billing.

Resolve

resolvepay.com

Resolve allows b2b manufacturers & wholesalers to get paid upfront - while their business customers can pay in 30, 60, or 90 days. We're a complete net terms and credit management solution. Resolve at its core improves traditional and cumbersome b2b payments. We facilitate deferred payments between businesses, but in a way that benefits both businesses. This deferred payment is commonly referred to as ‘net terms’ in many industries, and it describes a payment delay of 30, 60, or 90 days that has come to be expected by business customers. The issue for the business seller is that they are required to act like a bank. They need to give short-term credit to their customers and ‘float’ these net terms invoice payments. Resolve takes care of every aspect of a business being able to offer net terms as a payment option. We solve for the credit checking process, provide invoice financing, automate accounts receivable processes, and speed up payments processing. Resolve enables b2b deferred payments through our end-to-end and embedded ‘credit billing’ solution. This refers to Resolve’s integration with an existing financial tech stack to automate and streamline all of the tasks associated with offering net terms. The results are simpler net terms that increase our customer’s cash flow and b2b sales, while reducing their financial risk and accounts receivable resourcing needs.

Bilendo

bilendo.de

Most companies waste resources to collect their receivables, manage them efficiently and make good decisions. Bilendo is a cloud based AR automation software that helps your company to save these resources. With Bilendo, you map all accounts receivable processes on a central platform and enable transparent and automated communication and internal collaboration. This enables you to accelerate incoming payments, control receivables risks and ensure scalable growth.

Dash Billing

dashbilling.com

Our all-in-one tool helps you collect without going to collections to increase efficiency within the company. Dash Billing works with companies to automate their invoicing, billing, and pre-collection strategies to increase payments by 66% with no human intervention. Our comprehensive dashboard allows you to monitor the performance of your billing efforts while evaluating trends and applying filters to gauge the amount of revenue you're accruing.

DepositFix

depositfix.com

DepositFix is a robust invoicing and payment automation platform designed for service-based businesses and agencies seeking to streamline their billing processes. By integrating directly with popular CRMs like HubSpot, Monday.com, etc DepositFix empowers users to manage one-time and recurring payments within their existing workflows, creating a smoother, more efficient deal-to-cash experience. For agencies, consultancies, and other service providers, DepositFix automates essential invoicing tasks, minimizes manual entry, and improves cash flow by reducing the time to collect payments. How DepositFix Works: DepositFix connects seamlessly with CRM data to synchronize customer and deal information, allowing businesses to create and send invoices based on real-time data, without having to leave their CRM platform. It supports a range of payment options, including credit cards, ACH, and PayPal, giving clients a flexible, secure, and convenient way to pay. Key Benefits: • Automated Invoicing and Billing: DepositFix eliminates repetitive billing tasks by automating invoice creation, scheduling, and payment reminders, allowing businesses to focus on higher-value activities. Users can set up recurring invoices and update payment statuses automatically, reducing manual work and errors. • Seamless CRM Integration: Built specifically to integrate with HubSpot, Monday.com, DepositFix connects billing with customer management. This integration means users can handle their invoicing and payment processes within the same CRM environment, resulting in more accurate, up-to-date billing information and a unified client view. • Enhanced Revenue Insights: The platform provides real-time analytics and reporting, giving users a clear picture of revenue trends, outstanding payments, and cash flow. This enables smarter, data-driven decisions and better financial oversight. • Flexible Payment Options: DepositFix supports various payment methods, allowing businesses to offer clients a choice in how they pay. This flexibility improves the client experience, helping reduce payment friction and improve timely payments. Why Choose DepositFix? DepositFix is designed for companies that rely on efficient payment processes to maintain healthy cash flow. Unlike generic invoicing tools, DepositFix combines CRM integration, automated billing, and a focus on service-oriented businesses to deliver a solution that simplifies AR management and helps users get paid faster. With DepositFix, agencies can handle all billing functions within a single, familiar platform, helping them operate more effectively and grow their business. DepositFix lets you sell event tickets, courses, digital products, memberships, subscriptions and accept donations. Have full control over your payment process: - Accept payments on your landing pages and keep your clients on your website during the entire checkout process. - Add custom fields to your payment forms. - Send receipts using email workflows. - Catch and recover failed subscription charges. - Manage billing information without leaving your CRM. - Combine multiple products into a single form. - Create charges or subscriptions using marketing automation workflows.

Paidnice

paidnice.com

Paidnice is comprehensive accounts receivable automation for small and medium businesses using QuickBooks and Xero. Since 2022 Paidnice has facilitated on-time payments for over $4 billion in transactions across 3 million invoices. Our unique solution gives you the power to automate late fees, interest, reminders, and reporting on autopilot - saving credit controllers hours typically spent manually chasing late payments. Customizable rules and workflows allow tailoring Paidnice's functionality to match your payment terms and customer relationships - whether that's automated late penalties, SMS invoice reminders, expedited dispute resolution, or bulk customer statements. Core features and differentiators include: - Auto-apply late fees, interest charges, and prompt payment discounts. - Custom email & SMS invoice reminders and past-due notices. - Send quote reminders before they expire. - Escalation workflows e.g. automated dispute letters, credit reporting. - Automate & send bulk customer statements. - BYO email domain and branding. - Per-customer customization settings. By leveraging Paidnice's set-it-and-forget-it accounts receivable automation, small businesses can significantly accelerate payment cycles, improve customer communication, and strengthen financial resilience without adding more hours to their team's workloads. The bottom line? Getting paid on time, every time, without the typical frustration.

Nuvo

nuvo.com

Nuvo provides a modern, branded onboarding experience and risk assessment platform that accelerates time to order, grows your customers’ purchasing power, and protects your margins. Get 100% complete and instantly verified new customer applications. Eliminate tedious data collection and leverage built-in insights to make fast, informed decisions. Make trade credit your competitive advantage with Nuvo. Branded & Configurable Credit Application Nuvo’s credit app is collaborative, customizable, and so flexible you can onboard both cash and credit customers. Nuvo verifies each customer’s identity and populates your ERP with clean data you can trust. Collaborative Approval Workflows Nuvo’s credit management dashboard supports seamless workflows for the finance team, and transparency across the company. Credit decisions made in Nuvo are synced directly to your ERP. Cross-functional workflows - Unlimited user seats - Automatic sales rep assignment to credit apps - Unique links for each customer record for easy sharing - Application status notifications for assigned sales reps and key decision makers Tracked changes for every customer - Intuitive customer organization by account status - Detailed user activity log for every customer record - Flags to target customers for review - Custom notes with attachments Insightful Risk Monitoring Dashboard Stay on top of your customers’ changing risk without getting deep into the paperwork of a traditional credit review. Respond to trends in your own receivables and a portfolio of additional risk sources. Insights at a glance - Credit utilization, invoice aging, spend per month, and days sales outstanding, calculated directly from your ERP - Single view of risk changes across multiple data sources - Weekly risk digest, direct to your inbox - Color-coded badging to identify risk changes Integrated Data Sources - Accounts receivable insights from your ERP - High-priority alerts for liens and bankruptcy filings - Refreshed trade references with changes to credit terms open balances, and past due balances - Cash and credit balance updates, direct from banks - Changes in CreditSafe scores and recommended limits Streamlined Customer Profile Management Nuvo’s Customer Portal enables your customers to manage their credit profiles, request credit limit increases, and instantly sync all their updates with your Nuvo account. Easy record management - 2-way sync of customer profiles to your ERP - Self-serve profile control for customers - Customer accounts organized by credit status - Store and track tax-exempt certificates, W-9s, and licenses Simplified communications - Shared view of credit limit and terms - On-platform credit review requests from customers - Templated emails from your integrated mailbox for convenience and deliverability

Nook

nook.io

Nook is a payments and accounts payable platform that helps businesses streamline their B2B payment workflows.

collect.AI

collect.ai

collect.AI is the next generation Order2Cash platform for the AI era. Our SaaS platform is changing the way leading European companies realise their receivables. Our innovative, AI-driven technology enables end-to-end cash flow optimisation and ensures that receivables become cash flow reliably and in time. With collect.AI, European companies realise receivables smarter, faster and better. collect.AI was founded in 2016 and was one of the first AI fintechs made in Germany. Today, we are an Aareal Bank Group company and a leading FinTech innovator in the field of artificial intelligence and SaaS cloud technology,

Debtist

debtist.de

More growth, less cash flow stress – focus on what matters with Debtist as your receivables management and debt collection partner. As a global digital debt management and collection Partner we are not just a software tool, we actively increase your Cashflow and order to cash cycle through debt management, dunning & collection for both B2B and B2C debts and open invoices. Reduce risk through Credt checks, send automated payment reminders and let Debtist take over your dunning and legal claims. With letters, emails, phone calls, and SMS, Debtist actively handles all steps to recover the Cash. This relieves the financial team while simultaneously increasing cash flow and revenue. We integrate into your accounting stack, for seamless case collection, bringing you the real-time insights to increase your cash collection cycle from Credit checks, payment reminders up to debt dunning steps and legal case handlings.

Dunforce

dunforce.com

Dunforce transforms the way companies manage their payments. It is the first Intelligent Collection Agent, using AI and machine learning to solve this growing problem of late payments.

Kema

kema.co

Invoice payments platform that aims to accelerate cashflow for SMEs in MENA. We bring together everything you need to transform your invoices to cash: - Automate payment links for every invoices - pre-built payment gateways such as Telr, Checkout, Amazon Payments, Stripe, etc. - a suite of automation features for reminders, payment updates and reconciliation - Real time invoice management, A/R dashboards and analytics - All done through a simple one click plug-in for your favourite accounting systems such as quickbooks, xero, zoho, odoo, etc..

C2FO

c2fo.com

C2FO is the world’s on-demand working capital platform, providing fast, flexible and equitable access to low-cost capital to nearly 2 million businesses worldwide. Using patented Name Your Rate® technology and a suite of working capital solutions, companies can get paid sooner by the world’s largest enterprises — unlocking billions in risk-free capital. With a mission of ensuring that every business has the capital needed to thrive, C2FO has delivered more than $275 billion in funding around the world. Founded in 2008 and headquartered in Kansas City, USA, with offices around the globe, C2FO is working to build a better, more inclusive financial system every day.

Entryless

entryless.com

Payment processing solution that helps businesses maintain general ledger to record expenses, track accounts payable, and record bills.

Finexio

finexio.com

Finexio simplifies accounts payable (AP) payments by eliminating manual processes in supplier payments, lowering payment costs, adopting electronic payments, and preventing payments fraud for their customers. Finexio provides an embedded AP Payments as a Service for partners such as financial institutions, AP, and Procurement Software suites seeking to offer complete payment operations solutions within their software platforms to their customers.

Libeo

libeo.io

Libeo enables SME business owners, financial directors and accountants across Europe to centralise and pay their supplier invoices in one click, without IBAN and without having to connect to their bank. The platform allows for end-to-end management of the purchasing cycle: - One single platform to manage and pay all your supplier invoices - Scans and sorts all of your invoices - Reduces manual processing errors and secures payments to prevent fraud - Digitization of your approval workflows - Simple and secure payments without using bank account details and without them having to go through their banking interface - Integration with several accounting tools Nearly 100,000 small businesses have joined Libeo to centralise and pay suppliers invoices like Eurosanté Private hospitals, Champagne Alain Edouard, Chateau Laguiole, Bodyguard app, Cali Sisters, Paname Collections or some franchises (Monoprix, Starbucks). Libeo has raised a total of £22M in funding since its creation in 2019. For more information [www.libeo.io](http://www.libeo.io) or contact us [[email protected]](mailto:[email protected]).

Tradeshift Platform

tradeshift.com

Digitally transform your entire transportation & logistics business—not just parts of it. Tradeshift helps the transportation and logistics industry digitize processes, automate invoicing, and scale without limits. See what we did for DHL in this case study.

SETTLE

settle.com

Settle gives you a better way to handle your cash flow—one designed for brands that are ready to grow. With an all-in-one platform designed for all things payments, you can easily pay vendors, and manage purchase orders and invoices. For businesses that qualify, you can Settle now, pay later with Settle Working Capital’s founder-friendly financing to help your brand take the next step. So instead of letting your cash flow hold you back, you can confidently scale for what’s next.

Juni

juni.co

The financial platform built for ecommerce. Juni makes every day easier for ecommerce businesses, helping you manage your finances and maximise cash flow — all from your smart dashboard.