Best Finance Software for Small Business - Page 51

biosuite is procurement and spend management software for small and growing biotech companies. It connects contracts, purchase orders, approvals and invoices so R&D, finance and budget owners see committed spend, invoiced spend and remaining value in one view. Biotech external spend often starts with a CRO agreement, CDMO agreement or consulting SOW. biosuite uses AI-assisted reading to extract financial data, then links contract value, amendments and change orders with POs and invoices that follow. Structured PO approvals and invoice-to-PO matching with receipt confirmation add financial control. Budget owners access their own spend data without going through finance or an ERP. Spend can be viewed by contract, programme, department or vendor and exported to CSV or Excel. The Advanced plan adds 3-way matching and ERP-mapped export. A free Starter plan is available with no time limit.

PSVTracker serves as a comprehensive portfolio management tool designed for investors with diversified assets across both public markets and private investments. Unlike most personal finance applications that limit themselves to tracking brokerage and bank accounts, PSVTracker includes a broader range of assets, such as real estate syndications, private equity and venture funds, direct property holdings, cryptocurrency, precious metals, vehicles, and liabilities, all integrated seamlessly alongside linked brokerage accounts. The software automatically computes various financial metrics including XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for each investment as well as for the entire portfolio. Additionally, it enables users to assess their performance by comparing expected outcomes against actual results based on sponsor projections, meticulously tracks all capital events—including contributions, distributions, and returns of capital—manages complex ownership structures and nested entities, and efficiently marks the status of K-1 forms, whether received or pending. Connections to banks and brokerage accounts are securely facilitated through Plaid, while data is protected through encryption both in transit and at rest using AWS services. Furthermore, users can share read-only access with their CPA, spouse, or financial advisor for collaborative management. A free plan is available, allowing users to explore the tool without the need for a credit card.

InvoiceParser Pro captures invoices and bills for accounting firms, bookkeepers, AP teams and small businesses. Upload digital or scanned PDFs and photos, or use email intake. It extracts header fields and every line item and checks the arithmetic. Possible duplicates and arithmetic mismatches are flagged for a person's review. Excel exports contain line items; CSV exports contain one row per invoice. Paid plans push approved bills to QuickBooks Online, Xero or Zoho Books. Clients are folders in one workspace, with one accounting connection per provider. Free includes 25 invoices a month and one user. Starter is $79/month, Team $249/month and Scale $599/month with REST API access; Enterprise by enquiry. Annual billing saves 20%. The 14-day trial includes 50 invoices, no card required.

InvoPlanner is a web app for self-employed people and small teams who need to prepare quotes and invoices. Customer and product records can be reused across quotes, orders, delivery notes and invoices. Advance, partial and final invoices support work billed in stages. Incoming payments are entered manually; the app shows open balances and supports payment reminders. PDF, ZUGFeRD and XRechnung exports are included. Both the interface and invoice documents are available in English and German. Starter is free on an ongoing basis for one user, up to four customers and five invoices per month. Registration does not require a credit card. Paid plans begin at EUR 4 per month, with higher limits and plan-dependent options for recurring invoices, scheduled emails, reports and multiple users.

ChaseQueue helps service-based businesses stay consistent with customer follow-up after sending quotes, estimates, or invoices. Instead of relying on memory, spreadsheets, or repeated manual emails, teams can set a follow-up schedule and let ChaseQueue send the messages automatically. Users remain in control of the timing, email templates, and business identity, and any chase can be paused or stopped when circumstances change. When a customer replies or the item is resolved, the follow-up sequence can end. ChaseQueue also provides a central view of active chases, replies, and follow-up history so teams can see what still needs attention. New users can send their first 10 chases free without entering a credit card.

CollectX serves as a comprehensive CRM solution specifically designed for debt collection and call center operations, catering to the diverse needs of various team roles including administrators, managers, tele-callers, field team leaders, and back-office personnel. The platform features an array of tools tailored for call centers, such as manual, automated, power, and IVR calling options, alongside capabilities for call recording, data dashboards, management information system (MIS) reporting, feedback collection, and generating pickup requests. In terms of field operations, it assists users in navigating customer addresses, tracking visit and call histories, obtaining contact details, monitoring team activities, gathering visit feedback, and facilitating WhatsApp sharing for efficient communication. Back-office functionalities encompass semi-automated task distribution, reminder systems, employee lifecycle management, attendance tracking, incentive management, payroll administration, petty cash oversight, asset management, and the ability to export reports. Additionally, managers benefit from real-time monitoring through dashboards and live tracking of field activities; the system is equipped to create linear PDFs, client identification cards, and biodata documents. Pricing for CollectX is based on team size rather than individual users, offering tiered plans that accommodate teams with up to 20, 50, 100, or an unlimited number of users, ensuring flexibility and scalability for varying organizational needs. This versatility makes CollectX a valuable tool for organizations looking to streamline their debt collection and communication processes effectively.

Soluqube serves as a specialized revenue-recognition tool designed for finance teams and auditing experts tasked with analyzing revenue derived from contracts. The application allows users to validate performance obligations and standalone selling prices, facilitating the calculation of relative SSP allocations while generating comprehensive schedules compliant with ASC 606 and Ind AS 115. In the case of INR contracts, Soluqube distinctly separates 18% GST from the revenue prior to the amortization process. Its review workspace effectively correlates obligations with relevant excerpts from contract clauses, and the export options include detailed schedules, supporting workpapers, and SHA-256 integrity hashes for security. The sophisticated calculation engine operates on integer arithmetic with cent rounding, strategically assigning any residual cents to the final schedule period to ensure that deferred revenue equals zero by the end of the term. Additionally, the platform supports single-contract audits and provides a hosted subscription model that seamlessly integrates with ERP systems for schedule exports, alongside customizable on-premise deployments. However, features such as live ERP connectors and accounting for contract modifications are currently unavailable, representing potential areas for future development.

Fedix serves as a comprehensive cloud solution tailored for Australian accounting and tax firms, integrating practice management, accounting preparation, and a Windows desktop AI assistant. The Practice Manager component effectively oversees client records, job assignments, time tracking, billing processes, engagement letters, document collection, e-signatures, and communication efforts. MyLedger enhances functionality by importing bank statements and accounting data, employing AI to recommend coding for transactions and facilitating reconciliations, while also aiding in the preparation of GST and BAS submissions, and generating working papers and preliminary financial reports for accountants to review. It seamlessly connects with Xero and accommodates data imports from MYOB. FediPilot operates within recognized tax and accounting software, streamlining the organization of client files, and assisting in the preparation of workpapers and draft returns for further review. Although Fedix does not handle the submission of returns directly, it allows practitioners to examine their work before filing through designated lodgement software. Individual plans for Practice Manager and MyLedger can be purchased separately or as a bundle, and subscribers can gain beta access to FediPilot, expanding their operational capabilities. This innovative suite significantly enhances efficiency in managing accounting tasks and client interactions.

PaidInvoice is a comprehensive invoicing and business management solution designed for freelancers, independent contractors, agencies, and small enterprises. This software allows users to generate customized invoices, including those created with AI assistance, monitor payments that are paid, pending, or overdue, and send reminders for payment. Additionally, clients have the convenience of making payments via online invoice portals. PaidInvoice further offers features for tracking billable hours and managing recurring invoices, making it a versatile tool for financial organization. The platform caters to the diverse needs of its users, helping streamline their invoicing processes effectively.

CT600Filing is a web-based software solution designed for UK limited companies and accounting firms to facilitate the filing of Corporation Tax returns. It provides a step-by-step process for completing a CT600 return, automatically calculating the Corporation Tax as data is entered, and accommodating additional schedules such as capital allowances and R&D claims. The platform can create iXBRL accounts compliant with FRS 102 or FRS 105, or it can accept accounts prepared by other means, and it efficiently submits CT600 returns to HMRC along with annual accounts to Companies House through their respective filing gateways. Users have the flexibility to prepare their returns before making any payments, with straightforward pricing options for each accounting period and various plans tailored to company size; there are also credit bundles available for accountants. The software includes a multi-company workspace that tracks filing statuses, deadlines, and submission histories for various client or group entities. Functioning entirely online without the need for desktop installation, it caters not only to company directors but also to bookkeepers, accountants, and tax professionals engaged in UK Corporation Tax submissions. With its user-friendly interface and comprehensive features, CT600Filing simplifies the tax filing process for all involved parties.

AgentaOS is a platform that acts as a merchant of record, enabling AI agents and online vendors to effectively manage payments for digital products. Sellers can utilize tools like Claude, ChatGPT, Cursor, or access through CLI, SDK, API, and MCP server to create digital products and subscriptions, generate checkout links, accept card payments, provide discounts, and oversee invoices and payouts seamlessly. As the official seller for each transaction, AgentaOS takes care of necessary VAT and sales tax obligations, along with handling customer invoicing and chargebacks. The platform offers both hosted and embedded checkout solutions that cater to recurring and one-time sales transactions. Supporting eligible sellers across 86 countries and buyers in over 190 nations, it allows some individuals to receive payouts without the need for an international business setup, depending on the payout options available and an assessment process. Every user account is equipped with Pricing Intelligence, which evaluates the seller’s offerings, provides a pricing score out of 100, and suggests potential improvements to enhance sales. Additionally, there is a free-to-start plan with no monthly subscription fees, although transaction and payout fees will apply. This flexibility makes AgentaOS a valuable resource for online sellers seeking to streamline their digital payment processes.

BizKhata is an application designed for GST billing and managing inventory specifically for small-scale shops in India, such as kirana, medical, mobile, hardware, garment stores, and small wholesalers. The app facilitates the creation of GST tax invoices that automatically calculate CGST/SGST or IGST, while also incorporating HSN codes and GSTINs. Users can print receipts using 58 mm or 80 mm thermal printers, or conveniently share A4/A5 PDFs via WhatsApp, which include a UPI QR code that displays the exact amount owed. The application ensures stock levels are updated with each transaction, and features like barcode scanning and low-stock notifications aid in efficient inventory management. Additionally, it links customer and supplier dues (udhaar khata) directly to billing, enhancing transaction tracking. Monthly helper sheets for GSTR-1 and GSTR-3B assist users in collaboration with their chartered accountants. Moreover, AI capabilities allow the drafting of purchase entries from uploaded supplier invoices. The billing process functions offline on Android devices while maintaining synchronization with the web application. New users can begin with a 30-day trial period, after which they can choose from a limited Free plan or opt for paid monthly, annual, or lifetime subscriptions. It is important to note that BizKhata does not provide functionality for generating e-invoices (IRN) or e-way bills, nor does it offer a comprehensive double-entry accounting solution. This makes it a focused tool for those primarily needing GST billing and inventory management.

InvoiceKoi is a dedicated invoicing application designed specifically for self-employed tradespeople, freelancers, and small service-oriented businesses. This versatile tool enables users to generate invoices, estimates, and receipts while also allowing them to maintain client records and a pricing catalog, incorporate their business branding, and share documents in PDF format. Additional functionalities comprise tracking time, managing job specifics, setting up recurring invoices, and scanning receipts for easier documentation. The essential invoicing capabilities and PDF generation can be utilized without an internet connection, while advanced features like AI integration, cloud backups, and payment processing require online access. Users can benefit from unlimited invoicing through paid subscriptions, and there is also an app available for Android devices. This combination of features makes InvoiceKoi a comprehensive solution for managing financial transactions efficiently.

Ochre is a native invoicing application designed for iPhone, iPad, and Mac users. With a single plan, you can manage all your businesses across any device linked to your Apple Account, eliminating extra charges for each device, business, or seat. The app enables you to generate quotes, invoices, and credit notes effortlessly. You can also record purchase orders, bills, and expenses, including receipt images, while tracking your time effectively. It features tax packs for 20 different markets, accommodating GST, VAT, and sales tax regulations. Additionally, Ochre supports multiple currencies and can function offline, having been tested for compatibility with VoiceOver. No account setup is necessary, allowing your data to remain solely on your device, and optional syncing occurs through your own iCloud rather than Ochre's servers. It’s important to note that Ochre is not a comprehensive accounting software solution. You can begin with a 7-day free trial, after which you can select from Ochre Pro's monthly, yearly, or one-time Lifetime purchase options. The app’s focus on simplicity makes it an ideal choice for users looking for straightforward invoicing solutions.

PayinGlobal serves as a web-based financial productivity hub designed for individuals, freelancers, entrepreneurs, and small enterprises. It consolidates a variety of reusable templates for essential tasks such as budgeting, cash flow management, invoicing, strategic planning, and generating reports; additionally, it enables the creation of invoices and management of client records, along with expense monitoring and financial calculations related to business, taxes, loans, and personal finance. The platform's bank statement converter transforms compatible PDF statements into organized CSV or Excel formats for easier analysis or importation, while its currency tools facilitate real-time exchange rate conversions and alert notifications. Users benefit from the convenience of managing their ongoing financial activities within a single online workspace, allowing them to easily export financial data and utilize essential tools without the need for desktop software installation. Different subscription plans cater to varying user needs, offering differing limits on the number of users, access to features, and allowances for invoices, statement pages, alerts, and data exports, ensuring that each user can find a suitable option tailored to their requirements. Ultimately, PayinGlobal aims to simplify financial management for its diverse clientele, empowering them to make informed decisions with ease.

Bukuzi serves as a bookkeeping assistant tailored for small businesses and self-employed individuals, allowing them to manage their daily financial records through WhatsApp. Users can easily log sales and expenses by sending text messages, voice notes, or photos of receipts, while also keeping track of outstanding customer balances and bills, alongside monthly profit summaries. This service is specifically crafted for those who prefer utilizing messaging platforms instead of traditional bookkeeping applications for maintaining basic business records. Accountants and bookkeepers can access a dedicated dashboard to review their clients' financial records, pinpoint areas that require attention, and facilitate the export of data into spreadsheets or compatible accounting software. Clients are able to connect their financial records with their accountants through a simple linking code. Additionally, the platform is multilingual, supporting English, French, Swahili, Spanish, and Portuguese, and is compatible with various national currencies. Notably, its functionality in Mexico includes the ability to interpret CFDI invoices in both XML and PDF formats, enhancing its versatility for users in that region. This comprehensive approach makes Bukuzi an ideal solution for modern bookkeeping needs.

LuckPanda is a web-based application designed specifically for small enterprises and freelancers. The sales module allows users to generate quotes, invoices, pro forma invoices, receipts, credit notes, sales orders, recurring invoices, payment links, and reminders in various currencies while adhering to country-specific tax regulations. The CRM component facilitates the management of clients, contacts, leads, and sales pipelines. In terms of finance, the platform aids in handling payments, accounting, banking, and generating financial reports. Compliance features encompass GST management, e-invoicing, e-way bill generation, and verification processes. Currently, the purchasing and inventory functionalities are under development, with upcoming features that will include vendor management, purchase-order workflows, bills, item and warehouse tracking, and stock movement tracking. Users can draft, edit, and download branded PDFs at no cost; however, a paid subscription is necessary for issuing or sending documents, collecting payments, or accessing clean PDFs. The system also offers a REST API and MCP server for authorized searches and draft management, with external actions subject to approval by designated users. Additional free resources include tools for generating invoices, quotes, and receipts, as well as calculators for GST, VAT, and sales tax, alongside GSTIN and IBAN verification checkers. Overall, LuckPanda aims to streamline business operations for its users through a comprehensive suite of tools and features.

OrdoGrid serves as an online invoicing and business-document solution tailored for freelancers and small enterprises, primarily emphasizing Belgian invoicing practices and the Peppol network. The platform allows users to generate and oversee various documents such as quotes, invoices, payment requests, receipts, and credit notes, while also enabling the conversion of quotes into invoices, emailing documents, and monitoring Peppol delivery confirmations. Additionally, it includes features for maintaining customer information, creating payment links, importing bank statements, and matching payments seamlessly. For project management, users can utilize Kanban boards to arrange tasks, track time dedicated to each project, and sync these tasks with calendars from Google, Outlook, or Apple. Businesses subscribed to the Business plan can access a REST API for further integration capabilities. OrdoGrid also provides a permanently free plan that allows users to receive an unlimited number of Peppol invoices and send one invoice monthly, alongside various paid subscriptions that offer enhanced document management, project tracking, and payment functionalities, ensuring users have flexible options to meet their needs. This comprehensive approach makes OrdoGrid an appealing choice for those looking to streamline their invoicing process effectively.

NorthBooks is an online bookkeeping tool designed specifically for freelancers, consultants, side businesses, sole proprietors, and incorporated small enterprises in Canada. This software integrates various functions such as invoicing, maintaining client and product databases, tracking expenses and receipts, importing bank statements, and managing mileage, time, and project logs along with GST/HST/QST documentation. Users can easily check the status of their invoices, monitor tax amounts and remittances, and keep track of CRA filing deadlines. Additionally, it offers payroll features that include support for T4 and T4A forms, as well as summaries for T1 and T2 filings, read-only access for accountants, and export options in formats like CSV, PDF, GIFI, and T2 XML. A complimentary plan is available for fundamental bookkeeping needs, while premium plans provide enhanced features for invoicing, reporting, tax processes, and other functionalities. NorthBooks is designed to help users streamline their records for easy self-filing or to facilitate a handoff to an accountant, though it does not handle tax return submissions or substitute for professional tax advice. The various plans cater to the needs of small teams and owner-operated businesses throughout Canada, making it a versatile choice for many.

Switchbooks gives small businesses and accountants a conversational way to keep their books. From a browser, users can review and categorize transactions, post entries, create journal entries, reconcile bank and credit card statements, and ask questions about financial reports. Plaid connects supported US accounts, while QuickBooks, CSV, and Excel imports help bring existing records into the system. The product includes payee rules, profit and loss statements, balance sheets, cash flow reports, general ledgers, and combined reporting across multiple companies. It also connects to ChatGPT, Claude, Cursor, Grok Bot, and other compatible MCP clients for supported bookkeeping actions. Switchbooks is developed by Switch Holdings, LLC and costs $25 USD per company per month. All features are included, and a 10-day free trial is available without a credit card.

Swap out traditional lists and spreadsheets for Parsley, a specialized software designed for chefs in the restaurant industry. With Parsley, the uncertainties associated with managing a restaurant are significantly minimized thanks to its all-encompassing capabilities. Chefs can effortlessly determine food costs using Parsley’s cost control functionality. Additionally, Parsley enables culinary professionals to streamline their cooking schedules and convert them into purchase orders by utilizing the standard measurement units and packaging sizes provided by their suppliers. Furthermore, the software simplifies the process of generating inventory sheets by automatically aligning them with the chef's recipes and purchase orders, ensuring a seamless operation in the kitchen. This innovative tool not only enhances efficiency but also empowers chefs to focus more on their culinary creations.

Computer Market Research offers automated channel management solutions that automate channels, revitalize partner relationships, and drive mutual bottom. Computer Market Research's channel management services eliminate the need to manage high-volume data feeds from partners. This makes it easier and less costly. CMR provides a complete view of price adjustment programs, such as marketing and rebates. Our client/server and web-based solutions accelerate and automate distributor and reseller data collection, processing, analysis, and reporting. Computer Market Research provides a wide array of channel management applications which improve and solidify partner loyalty. Our Software-as-a-Service (SaaS) solutions will help cut the clutter and chaos of your sales channels. With automation, you can seamlessly capture unrealized revenue, standardize POS and inventory data, easily manage sales and marketing programs, increase partner enablement, collaborate on marketing initiatives, close more deals, and much more. All our solutions come with ongoing service and support, so you can leave the hard work to us!

Khaos Control Cloud is a cloud-based enterprise resource planning (ERP) system that streamlines your business' stock control, order processing and accounting. Our system gives businesses control by delivering laser-focused clarity. It can handle stock control, multichannel order process, integrated ICAEW accounting, and stock control. Khaos Control Cloud is ideal for SME's in all industries. It can be used on-the-go via both mobile and desktop devices. The system is simple and informative and allows users to track stock levels across multiple sites and manage promotions.

Accurants is an all-encompassing software solution designed for business management, tailored specifically for freelancers and small to medium enterprises to streamline their invoicing, budgeting, accounting, and expense tracking processes. This software suite, hosted in the cloud, also includes features for time tracking, project oversight, tax filing, and managing customer relationships. By offering a centralized platform, Accurants enhances user productivity through optimized workflows that enable easy access to invoices, estimates, and project statuses. Additionally, its user-friendly interface ensures that professionals can efficiently navigate their financial operations with ease.

Erplain is an online software solution for inventory and order management that streamlines the generation of sales orders, invoices, and purchase orders in real-time. Tailored for small enterprises, Erplain features a comprehensive array of applications that enable users to seamlessly transform sales orders into purchase orders, oversee inventory and deliveries, and monitor outstanding invoices, among other functions. This platform empowers small businesses to establish a centralized database of their customer information, encompassing pending invoices, past order histories, and payment information. Additionally, Erplain facilitates better decision-making and efficiency by providing insights into inventory levels and sales trends.