Compare Ledgex vs. Notified Unison IR Platform

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

B2i Technologies offers powerful and adaptable tools designed to effectively manage your corporate site, investor relations platform, and email communications. Our software solutions for Investor Relations leverage automation to seamlessly integrate with your existing systems in just a few simple steps. These solutions not only ensure compliance but also conserve precious time by efficiently reporting and disseminating crucial financial information and press releases to investors. B2i's Investor Relations platform delivers reliable and customizable data for corporate websites, encompassing elements like press releases, stock information, charting, and SEC filings that adhere to SOX compliance standards. Furthermore, our investor relations software presents real-time data on your website without necessitating extra effort on your part. Upon completion of your filings and press releases, they are automatically uploaded to your website, formatted for straightforward access, enhancing user experience for your stakeholders and investors alike. This streamlined process helps maintain transparency and keeps your audience informed with minimal manual intervention.

ZenTreasury is a modern cloud-based platform designed to simplify IFRS 16 lease accounting and streamline treasury operations in a single, easy-to-use system. It is ideal for companies managing anything from a few to several thousand leases, offering a scalable and secure environment to automate key processes and eliminate spreadsheet risk. The lease accounting module supports full IFRS 16 compliance, including automated lease classification, reassessments, modifications, termination handling, and journal entry creation. ZenTreasury generates accurate disclosure reports and supports multi-currency, multi-entity structures, cost center allocations, and role-based access control. Built-in audit trails ensure transparency and external audit readiness. In addition to lease accounting, ZenTreasury includes powerful treasury tools for managing financial instruments such as internal and external loans, FX contracts, guarantees, letters of credit, and interest rate derivatives. The platform also provides features for cash forecasting, liquidity planning, and automated treasury accounting. ZenTreasury integrates easily with core business systems, enabling seamless data flow and process automation. It is hosted on secure, enterprise-grade cloud infrastructure and supports fast onboarding, enabling teams to go live quickly without long implementation projects. Trusted by enterprises globally, ZenTreasury empowers finance teams with visibility, compliance, and control in both lease and debt management. Whether you are replacing spreadsheets or upgrading from a legacy system, ZenTreasury delivers the automation and structure needed to modernize your financial operations.

FreshBooks makes billing and invoicing for small businesses easy. FreshBooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using FreshBooks.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

OmegaCube has been revolutionizing the way businesses run their business since 1999 through technology adoption. OmegaCube ERP, its flagship product, is a unique enterprise resource management (ERP) solution that focuses exclusively on manufacturing and distribution. It serves the needs of aerospace, automotive, metal fabrication, electronics, and medical devices. The software was designed to automate workflows and help companies improve their operational efficiency. Our proprietary developer studio allows users to customize or extend the software, create their own applications, and incorporate unique business rules with minimal programming. It allows users to access ERP from any web browser and hand-held device from anywhere. The software can be hosted either on-premise or off premise. OmegaCube offers the necessary implementation expertise to ensure success. Our proven implementation method has helped companies of all sizes to realize their business vision.

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

To create and send your custom invoices, you can choose from hundreds of invoice templates. Upload your logo to give your invoices a professional look. You can keep track of your invoices on both mobile and desktop devices. Use one of the supported payment channels to get paid immediately Avoid printing invoices on paper and instead email them to your customers. Invoicing $1000 worth of invoices each 30 days is free when you create an account. Invoice Home makes it easy to invoice. Sign up today!