Finance Software

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Vyapar is an easy GST Billing Software for small businesses. With Vyapar App, you can make & share Invoices on WhatsApp, manage stocks/Inventory, make estimate bills, generate GSTR reports, track unpaid invoices, send payment reminders and collect payments directly online using UPI payments. Even a person with no educational background can easily use this App. Vyapar App has other features like business expense tracking, daily sale purchase record, shows profit and loss report. It’s the Perfect E-Billing Software for Retail shop & small businesses. Vyapar App has both a mobile/desktop version. Mobile App is FREE and Desktop App has a 30-day FREE trial period. With Vyapar App, you can manage your business with zero accounting knowledge.

Finicity’s open banking platform makes connecting your customers’ financial data to your app or service simple. Finicity’s open banking platform is being used by some of the largest and most innovative organizations in the world to empower their customers with better financial experiences. Data quality is essential to your experience. Our data is battle tested in the most rigorous markets. Easily code to endpoints, test data and connect to Finicity’s open banking platform for leading API coverage of banks, credit unions, payroll providers and other financial services. Our suite of APIs makes it easy to access the data you need to power your products.

Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, Freshbooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. Freshbooks also lets users work from anywhere with the Freshworks mobile app.

Business banking made for America. Business builders asked for better banking. So we built NorthOne. Open an account in minutes. Building your business, creating jobs and serving your community is what you do. It’s hard work. NorthOne makes the hardest parts of running your business easy. Focus on the road ahead, we’ve got your back. NorthOne is proudly built for small businesses, startups and freelancers across America. Make payments easily, keep tabs on your money and put your finances on autopilot through smart integrations with the tools you’re already using. NorthOne was built to make managing money easy so you can focus on running your business. No more branches. No more lines. No more paperwork. Get complete access to your NorthOne Account from your phone or computer, wherever your business takes you. Create Envelopes for taxes, payroll, rent, and anything else automatically.

Scoro is an award-winning end-to-end work management software loved by agencies and consultancies around the world. With Scoro, you can manage your entire workflow all in one place, from the first hello to the final invoice. By combining a robust suite of project management, CRM, billing and reporting tools all in one place, Scoro enables you to streamline work, automate routine tasks and ensure a business runs as smoothly and efficiently as possible. Powerful API integrations connect Scoro to dozens of tools you already know and love, from Zapier and Google Calendar to Mailchimp and Xero. With excellent reviews from clients around the world, Scoro has been listed in the Technology Fast 50 list by Deloitte, in the Inc. 5000 list, and has also been selected as one of the top software companies in EMEA by G2.

Pipefy is the workflow management software that makes business processes—such as purchasing, job opening, accounts payable and employee onboarding—hassle-free, so requesters, processors and managers are more efficient. Through fast-to-deploy, no-code, automated workflows, Pipefy enhances speed, increases visibility, and delivers higher quality outcomes without the need of IT implementation. Drive digital transformation, gain control of soaring service request volumes through easy to use, enterprise-class process automation and leave manual processes behind and refocus on strategic initiatives and activities. The platform has grown rapidly, fueled by an intense market desire for better solutions to manage business processes and automation. Pipefy is now used in over 215 countries by leading enterprises such as Visa, IBM, Volvo, Santander and Kraft Heinz.

One unified business management suite, encompassing ERP/Financials, CRM and ecommerce for more than 20,000 customers. Adaptability has never been more important. We give you the visibility and control to make the right decisions, now. Scale up, spin off, adopt new business models, NetSuite’s flexibility lets you do it all, quickly and easily. With every NetSuite upgrade, your configurations and customization migrate seamlessly. Your core business system now becomes your customer-facing commerce system with a customizable, customer-specific, pixel perfect experience. Real-time analytics is the NetSuite user interface. Users know what they should be doing and how they’re helping the business, with vital business data displayed from right within the system.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

CSS IMPACT is a leading provider of Next-Gen Financial Ecosystem cloud platforms featuring HD 2.0 | Ai - an Agent-less “Ai� (Artificial Intelligence) Digital Consumer or Debtor Engagement bot for credit, billing, collections & revenue cycle management. This “Digital & Voice First Ai" servicing technology can answer common questions, accept payments, & negotiate accounts with a frictionless positive experience without changing the consumer's behavior by using new IoT channels of communications, such as Google Assistant, Google Ai Voice (phone), Text, Chat, Email, Online smart portals, as well as traditional call center technologies - Dialers, Click-to-dial, IVR & Telephones.

FinAlyzer®, a unified digital platform for financial consolidation, financial close, analytics, and management reporting, acts as a catalyst for CFO reporting in multi-entity organizations, covering integrated group reporting, legal reporting, management consolidation & segment-wise profitability reporting. FinAlyzer effortlessly converts financial data to actionable insights with decision analytics, KPI’s, insights, predictive forecasting, and benchmarks. Its no code fully configurable with of the box accounting taxonomy for IFRS, Ind AS, US GAAP, IRDAI & MIS. FinAlyzer is all in one corporate performance management platform that brings together your financial and operational data seamlessly that frees time for report preparation and helps teams focus their time on analysis and better decision making. FinAlyzer is high-performance BI and CPM solution.

Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.

StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...

The most accurate crypto tax software solution for both investors and accountants. Direct support for over 400 exchanges, wallets, DEXs, and DeFi protocols. # Powerful & Accurate Tax Reports Our platform performs tax calculations with a high degree of accuracy. We carefully consider complex tax scenarios such as DeFi loans, DEX transactions, gas fees, leveraged trading, and staking rewards. # Easy to Understand Calculations We provide a full breakdown of each calculation so you can understand exactly how your taxes have been calculated and what rules have been applied. # Supports DeFi & DEX Trading Our software works with complex DeFi products. If you used a DEX such as Uniswap, Pancakeswap, or Quickswap, we have you covered. We also cover the most popular LP and staking protocols. Trusted By Accountants Our platform is trusted by industry-leading accountants who value detailed and accurate reports.

Expedite Commerce lets you configure, price, quote, fulfill, provision, and bill your products and services on a commerce platform built on 100% Salesforce.com and integrated to multitude of enterprise apps. Your customers can see an unmatched level of 24x7 responsiveness without sacrificing the personalized experience from your team through a sophistication eCommerce storefront.

The easiest way for users to connect their bank accounts to an app. Plaid provides developers with the tools they need to create easy and accessible experiences for their users. Today, tens of millions of people in North America (and counting) have successfully connected their accounts to apps they love using Plaid. With just a few lines of code, you can implement Plaid in an afternoon. Our front-end module is easy to drop into whatever you’re building and designed to optimize conversion. Plaid provides technology that enables you to connect your financial accounts to apps and services. That can help you do things like save for retirement, make a budget, and transfer money. You’ve probably already connected an account using Plaid. Over a quarter of people with US bank accounts have, and we’re growing internationally as well.

Fusion Risk Management's software, the Fusion Framework System, enables you to understand how your business works, how it breaks, and how to put it together again. Our platform provides easy, visual, and interactive ways to explore every aspect of your business so you can identify single points of failure and key risks. Achieve resilience with greater speed and efficiency with Fusion’s flexible and integrated suite of platform capabilities that can be tailored to best fit the needs of your organization. We meet you wherever you are on your journey for more resilient operations. - Map critical service and product delivery processes as they actually are - Leverage objective risk insights that help you audit, analyze, and improve your business operations - Plan, orchestrate, and measure risk management and resilience activities with confidence - Leverage automation to reduce the burden of manual, time-consuming, repetitive tasks, freeing teams for higher value activities

FileCenter is your fastest path to organized documents. It's easy to install, learn, and use. FileCenter DMS combines easy scanning and file organization with powerful PDF creation and editing. It also integrates with most Cloud services and the Windows programs you already use. FileCenter AUTOMATE converts documents into searchable PDFs with its powerful OCR and then automatically names and routes them. FileCenter RECEIPTS is the best way to manage your receipts, track your expenses, and create reports to ensure accurate reimbursements. FileCenter is perfect for offices of all sizes. It runs on your Windows PC and uses the Windows file system, NOT complex databases. Feature-for-feature, FileCenter delivers at a price the competition can't touch. Start your free trial today! Call 801-722-7098.

Koinly is a cryptocurrency tax software for hobbyists, investors and accountants. Anyone who owns multiple exchange accounts or wallets knows the pains when it comes to declaring taxes. Koinly was built to solve this very problem - by integrating with all major blockchains and exchanges such as Coinbase, Binance, Kraken etc, Koinly reduces crypto tax reporting to a few minutes of work. Simply connect your exchange accounts / public addresses and let Koinly figure out your capital gains. Your final tax report is presented in a format that is accepted by your tax agency, making it easy to print & file. Alternatively, import our report into a tax filing software like TurboTax, TaxACT or Xero. Koinly calculates your cryptocurrency taxes and helps you reduce them for next year. Simple & Reliable. Add your exchange accounts via API or CSV files and connect your blockchain wallets using public addresses.

ProHance is a cutting-edge, global operations management platform. Top Fortune companies are using ProHance in their global centers to unlock the true value of their human capital. ProHance is enabling organizations to drive efficiency while optimizing employee utilization with deep insights on employee and team performance. Our SaaS-based modular approach allows an enterprise to effectively measure time and effort contribution with over 100 + customizable reports. Our clients trust ProHance and have experienced productivity gains of 15% – 30% in less than 3 months of deploying our solution. With 170,000+ users across 21+ countries. ProHance is fast being accepted as a critical enabler for organizations to build a workforce that is connected, visible, engaged & optimized.

Promena is an integrated web-based auction management, sourcing, and procurement management platform. As a strategic e-auction, e-procurement, and e-sourcing solution, Promena provides users with a global, configurable, and integrated system that can promote transparency and enhance productivity within the organization ’s supply chain. Promena supports strategic solutions, such as request for proposal (RFP), request for information (RFI), request for quotation (RFQ), and e-auction services. Other key features include Rfx management, sourcing management, auction event management, expense management, supplier management, spend management, and more.

Sila is a fintech software platform that provides payment infrastructure as a service, a business-critical element for companies whose software has to integrate with the US banking system and blockchain quickly, securely, and in full compliance with US regulations.

Hyperproof makes building out and managing your information security frameworks easy by automating repetitive compliance operation tasks so your team can focus on the bigger things. The Hyperproof solution also offers powerful collaboration features that make it easy for your team to coordinate efforts, collect evidence, and work directly with auditors in a single interface. Gone are the days of uncertainty around audit preparation and compliance management process. With Hyperproof you get a holistic view of your compliance programs with progress tracking, program health monitoring, and risk management.

Balance is the first self-serve checkout that accepts 100% of the B2B payment complexities - from milestone payments to net terms, wires to checks, SaaS subscriptions to automatic vendor payouts - and more: 🗒 API-first! Get at them docs 💳 Go beyond cards: Accept ACH, wire, card, and even checks 💨 Instant, Risk-free Net Terms: Your customers pay Net 30/60. You get paid instantly. � Recurring payments, made easy: Make recurring invoice payments as easy as recurring CC payments � Built for all B2B payment needs. Perfected for Marketplaces, Wholesalers, Merchants, SaaS and Service Providers. ���♀� Self-serve invoicing: Your customers can pull & pay their own invoices with a click �� Automatic reconciliation & collection: Isn’t it funny you’re still doing this manually?

Ondato is a tech company that helps businesses stay compliant with Know Your Customer (KYC), Know Your Business (KYB) and anti-money laundering (AML) rules. Ondato provides regulatory compliance solutions, identity verification, case management and screening tools to validate identities and mitigate fraud and money-laundering in the digital space. All solutions in Ondato’s portfolio are built on Microsoft infrastructure, using only certified technologies meeting the highest standards. Facial recognition technology deployed by Ondato is operating a $100,000 Spoof Bounty Program and passing NIST Level 1 & 2 PAD testing with 0% FAR – which makes it technology based on reliable, unphishable biometrics. Ondato’s fraud detection system is trained on 13500 different document types across the globe, and its mechanisms are improving every day.