Finance Software
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Compare the Top Finance Software of 2020
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Compare the best Finance software currently available using the table below.
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1
DocuVantage OnDemand - Accounts Payable
Document Advantage
DocuVantage OnDemand® offers an affordable, cloud-based solution for your critical Accounts Payable process, to automate routing, approval, collaboration, and even records retention, while seamlessly integrating related documents into an intuitive and fully auditable process customized for your needs. Securely access information from anywhere, anytime, and from any device that connects to the web. There is never any hardware to maintain, software to install, or upgrade fees to pay, and you can be up and running in hours or days instead of months. With DocuVantage OnDemand®, you can secure and track all incoming invoices and related documents, ensure early payment discounts, and eliminate late payments. Data entry errors are reduced with automated OCR, and you can compare approved purchase order amounts to invoices to eliminate overpayments. Contact us today to schedule a demo, and we'll show you how to streamline your AP process so you can focus more on growing your business!
Starting Price: $20.00/month/user -
2
CDG - MBS and BDS-I BSS/OSS
Communications Data Group
CDG's MBS and BDS-I solutions offer scalable, accurate billing and operational support solutions for voice, video and data for retail and wholesale telecommunications carriers and service providers. Options include: BDS, Interconnect, CABS, Mediation, Customer Care, Plant, Trouble, Service Provisioning, E-Care, Task Management, CRM Prospects, and third-party financial, mapping and facilities management products. Service bureau, online and licensed options are available.
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3
Vertex O Series
Vertex Inc.
Vertex Indirect Tax O Series is a robust indirect tax calculation engine that integrates with ERPs, billing systems, or e-commerce platforms to deliver accurate tax determination on every sales and purchase transaction. The solution maintains the latest rules and rates for sales & use tax, value added tax, as well as industry-specific tax content for retail, leasing, and communications taxes. Vertex O Series is available as an on-premise or on-demand (hosted) deployment.
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4
Vertex Cloud
Vertex Inc.
Vertex Cloud Indirect Tax is a SaaS solution that integrates with ERPs, billing systems, or e-commerce platforms to deliver accurate tax determination on every sales and purchase transaction. The solution also generates PDF returns and provides exemption certificate management tools. The system maintains the latest rules and rates for sales & use tax, value added tax, as well as industry-specific tax content for multi-channel retail taxation.
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5
CurrencyXchanger (CXR)
Clear View Systems Ltd.
CurrencyXchanger (CXR) is a professional money exchange software solution for automating a money service business (MSB). CXR is geared towards currency retailer and wholesalers. CXR is not a Forex Trading platform! CXR offers multi-currency point of sale (POS), an integrated Customer Relationship Management (CRM), a multi-currency Accounting module, AML compliant record-keeping (KYC, EDD), management reporting, cheque management module, eWire money remittance technology, and more. The solution is available in three standard editions: POS, Business, and Pro. One of the key differentiating factors between us and all other (web-based) solutions, is that we will never own your data. Your customer data and information will never be stored on our servers. We also never store transactional data. CXR 6 offers a multitude of government reporting options including LCT, LCTR, STR, EFTI, and EFTO batch reports.
Starting Price: $2490/one-time -
6
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports • Deliver greater client value by providing free benefit management software NextAgency is easy to use and simple to customize. Start a free trial today.
Starting Price: $90.00/month -
7
SimplicityCollect
SeikoSoft
Simplicity is the most affordable cloud-based debt collection software solution in the market. Perfect for small and large collection agencies, legal collections, medical collections, and judgment recovery professionals, Simplicity Collection Software allows users to import, export, and actively manage an unlimited number of cases and clients from any web browser. Intelligent and secure, Simplicity Collection Software boasts a variety of features that include business-debt management, loan management, credit card integration consumer-debt management, and reporting within a suite.
Starting Price: $79.00/month -
8
BQE CORE Architect - Project Accounting
BQE Software
Effortlessly provide principals, project managers, and entire staff with the information they need. Monitor KPIs like project performance, time and expense, and profitability on BQE Core Architect's powerful dashboard. Watch real-time status of tasks by phase, track progress, and compare budgeted hours and costs vs. actual so nothing falls through the cracks. Efficiently allocate resources with interactive Gantt charts and accurately forecast every time. Manage your new sales opportunities, activities, and performance through Core CRM, specifically built to address the needs of professional services. Discover how BQE Core Architect helps you focus on the essential parts of your practice while effectively managing client projects. Sign up for a free 15-day trial today.
Starting Price: $7.95/month/user -
9
Podium
Podium
Centralize all business reviews from across different platforms with Podium, an online review solution. Podium allows users to see their reviews and gain more customer feedback for quick and better-informed decisions. Podium can be accessed through its free iOS and Android app for sending review invitations, check analytics, and manage existing reviews.
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10
GEP SMART
GEP
GEP SMART is an AI-powered, unified source-to-pay (S2P) procurement software that brings end-to-end procurement functionality for both direct and indirect spend management into a single, cloud-native platform. It features a range of procurement tools built into one unified procurement system; eliminating the need for separate, stand-alone software, modules, or tools for managing specific functions. GEP SMART aims to help streamline the end-to-end procurement process, accelerate digital transformation, elevate a procurement team’s performance, and enhance its strategic reach and impact on the business.
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11
ZarMoney
ZarMoney
ZarMoney is a cloud-based accounting solution that helps businesses of all sizes who are looking for accounting software that provides all the features a business needs, without the costly monthly fees it includes features such as Advanced Inventory Management, Billing and Invoicing, Accounts Payable Automation, Accounts Receivable Automation, and more… Start your FREE trial today!
Starting Price: $1.99 per user monthly -
12
RewardPay
Payroc
Rates: 0% credit card processing | 1.25% + $0.25 debit card processing | No contracts or termination fees| A+ BBB Rating. Enjoy zero cost credit card processing with no contracts or termination fees. With RewardPay powered by Payroc, your business can add a credit card fee to the total price that customers pay for a product or service. From total compliance with all major card brands to promoting full price transparency with customers, RewardPay is your solution.
Starting Price: 0% credit card processing -
13
Certify
Certify
Certify Expense effortlessly streamlines your operations through automation and superior customer service. Automatically create reports for employees, streamline approvals, and make reimbursement and reporting effortless for accountants. Certify is rated as a Leader in expense management by analyst firm, IDC, and is trusted by more than 4,000 organizations including Boot Barn, H&R Block, and Virgin Galactic, to streamline expense processing, purchasing and travel booking.
Starting Price: $8/user/month -
14
4Degrees
4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence
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15
LOCATE Inventory
New Tack Inc.
LOCATE is a scalable, cloud-based inventory and order management solution designed to help product-based businesses succeed in the mid-market. From warehouse basics, such as kitting, barcoding, and tracking, to advanced workflows like drop shipping, outsource manufacturing, and wave picking, LOCATE brings the power of an ERP system to the mid-market. LOCATE is the ideal solution for inventory-based companies looking to grow. Designed with the end-user in mind, LOCATE offers powerful features within a flexible, intuitive software. Above all, our superior customer service is what sets LOCATE apart; our customers aren’t just purchasing software, they are partnering with a team who will help them succeed.
Starting Price: $100/month/user -
16
Moneylender Professional
Whitman Technological Corporation
Loan servicing software to track the balance and payments on virtually any type of loan or lease. Easily manage hundreds or thousands of loans generating customizable statements, reports. Borrower online access and electronic payment (US banks only) using our AutoPay system. Very affordable. Download Moneylender - it will run as a Demo until you purchase it, so you can test it out with your loans. Email and phone support, support forums, integrated User's Guide. We're here to help you make the most of what Moneylender can do.
Starting Price: $489 one-time/user -
17
Beanworks
Beanworks
Beanworks empowers accounting teams by automating the entire accounts payable workflow, from purchase to payments. We receive and code your invoices, route them for approval, and sync them into your accounting software. Once invoices have been approved, they automatically match to payments, helping eliminate the risk of duplicates and ensuring your vendors get paid on time. By combining AP data, invoice images and reporting, you gain better visibility into outstanding liabilities across all of your legal entities or locations. Beanworks helps accounting teams: -Increase control over AP -Improve visibility across payables -Eliminate paper & filing cabinets -Improve accountability & easily find invoices -Access and approve invoices from any device Beanworks integrates with industry-leading accounting software including QuickBooks, Intacct, Sage 100, Sage 300, Sage 50 Canada & US, NetSuite, Rent Manager, and more.
Starting Price: Contact Us -
18
FlexBooker
FlexBooker
FlexBooker helps you Easily Accept Online Bookings From Your Website. Your account can be set up in minutes, and right away you can start taking appointments from your clients online, without the back and forth of arranging times in the past. Not only will FlexBooker help you drive business, even while you sleep, but will increase your sales through automated confirmations, reminders and follow-ups via e-mail and text message! FlexBooker also includes powerful reporting and all data can be exported to Excel for analysis. It is highly customizable, including both design, colors, booking form fields. Other powerful features of FlexBooker include the ability to accept payments when your clients book online via credit card, and also membership management, allowing automatic subscription payments and package management.
Starting Price: $39.00/month -
19
Zangerine
Zangerine
Wholesalers in the United States! Automate & optimize your inventory, e-commerce, quotes & shipping from any computer or mobile device. WHAT CAN ZANGERINE DO FOR YOU? * Save money by eliminating errors * Reduce wasted time with automation * Grow sales with more efficient e-Commerce * Upgrade to real-time data that improves decision making * Increase security & accountability * Create competitive advantage with custom features ERP FEATURES * Purchasing * Inventory management * Barcode scanning * CRM * Sales quotes * Process payments * B2B e-Commerce platform * Customer portals * Order management * Multi-warehouse, 3PL & Dropship fulfillment * Pick, pack & shipping labels * RMA management * 58 Preset managerial accounting reports WHAT MAKES ZANGERINE DIFFERENT? * Our software is built specifically to fix the challenges of Wholesalers * Our team helps you go live in just 5 sessions * We are the only ones that GUARANTEE successful implementation
Starting Price: $199.00/month -
20
Mortgage Quest
Market Focus
Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter
Starting Price: $65 per month -
21
AccountSight
AccountSight
AccountSight is a cloud-based Professional Services Automation also known as a PSA solution that focuses on helping startups and growing companies. Some of the key features include applications for project management, time tracking, billing and invoicing, expense tracking and resource management. In addition, users can automatically attach timesheets and expense receipts to project invoices, project planning, forecasting, and scheduling. AccountSight tracks planned cost versus actual cost, as well as scheduled hours versus actual hours spent on a project. Admin users can create estimates and forecast budgets for projects and place bids for projects and convert estimates to invoices. AccountSight also goes mobile with apps that are available for Android and iOS.
Starting Price: $8.00/month/user -
22
Zahara
Zahara
Zahara's cloud based platform automates budget management, suppliers, purchase requisitions, multi-level purchase approvals, deliveries and invoice reconciliation and approvals. Zahara integrates with most leading accounting software such as QuickBooks Online and Xero to give expanding SME's real time visibility and centralized control of their purchasing. Zahara can be used to control spend in an organization. We take the initial request to buy something and automate the approval process and sending of the PO to the Vendor. Deliveries can be receipted, vendors invoices matched and processed and then exported to finance. Zahara adds control yet speeds up processing.
Starting Price: From $129.00/month -
23
Visual Lease
Visual Lease
Visual Lease is lease management software that allows organizations to manage the financial and legal aspects of their lease portfolio. By integrating both lease accounting and lease administration into one platform, you gain control of your portfolio in a way that makes lease management simple. Visual Lease gives you complete control over your leases and keeps you compliant with US GAAP (ASC 842) and international IFRS 16 standards.
Starting Price: Contact for a Custom Quote -
24
FMIS Asset Management
FMIS
Financial and Management Information Systems or FMIS is a company with extensive experience in providing industry standard Asset Management solutions for medium to large enterprises, trusted in public and private sectors. FMIS pushes your current production efficiency to levels not possible previously by partnering up with a network of software companies that allow seamless integration with leading ERPs, Finance, and CRM systems. It is all done by combining critical features into one solution, which facilitates: Asset Budgeting, Asset Lifecycle Management, Audit Trail, Barcoding / RFID, Depreciation Management, and Inventory Tracking. These are just a few of the software options that have proven in different case studies performed in over 40 different countries, to help standardize operation practices while providing a cost-effective solution with the capability of managing various requirements.
Starting Price: $3,500.00/one-time -
25
Shape Software
Shape Software
Shape CRM helps you manage your business on one easy to use platform. Shape's cloud-based software offers dozens of tools designed to manage and automate your online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks. Shape is the most flexible CRM ever!
Starting Price: $99.00/month/user