Best Finance Software in China - Page 77

Restryde offers an automated solution for payment recovery specifically designed for subscription-based businesses utilizing Stripe. It promptly identifies when a customer's payment fails and initiates a tailored recovery process through a series of personalized emails, eliminating the need for manual follow-ups. This service caters to smaller enterprises that cannot afford high-end tools like Churn Buster or Churnkey, yet still face significant revenue losses due to payment failures. Each recovery email corresponds directly to the specific reason for the payment issue, such as an expired card or insufficient funds, ensuring that customers receive relevant communication rather than a generic message. With options for AI-generated email sequences and the flexibility of Bring Your Own Key (BYOK) support, businesses can utilize their own OpenAI or Claude API key, potentially reducing costs. Additionally, a built-in recovery guarantee ensures that businesses only incur charges if Restryde successfully recovers more than the subscription fee during the first month. You can easily pause, resume, or manually modify any ongoing recovery efforts, allowing businesses to maintain control even with automated processes in place. Overall, Restryde streamlines payment recovery while prioritizing customer engagement and financial efficiency.

Invora is self-hosted invoicing and billing software bought once rather than rented. It covers estimates that convert to invoices in one click, branded PDF documents, a public link each client opens without an account, part-payments with outstanding balances by client and by age, recurring invoices that always land as drafts for review, a reusable item catalogue and configurable tax rates. Invoices and payment reminders can be emailed through your own SMTP server, with every attempt recorded in a send log, and due dates published as a calendar feed. Invora records payments but never processes cards: you paste your own payment link, which appears as a Pay button on unpaid documents only.

OneTouch Leasing is an expert platform for lease accounting designed specifically to address a singular goal: simplifying, ensuring accuracy, and providing audit capabilities in lease accounting processes. Our solution is the result of a dedicated team with more than twenty years of collective expertise in financial management and treasury software. This extensive experience has been channeled into tackling the unique demands of lease accounting, particularly in compliance with IFRS 16 and the updated FRS 102 standard relevant to the UK market. Such regulatory frameworks are the cornerstone of our focus, and this specialization permeates every aspect of our software's workflows and calculation mechanisms. OneTouch Leasing caters to finance professionals who require agility, efficiency, and transparency in their operations. Whether handling property, equipment, or vehicle leases, our platform is designed to adjust to your specific requirements, facilitating a seamless lease lifecycle management experience. Additionally, OneTouch Leasing ensures smooth integration within your financial environment, connecting effortlessly with ERPs, GLs, file storage solutions, APIs, and SFTP servers, thereby streamlining data flows for enhanced speed, precision, and compliance in reporting. Furthermore, our commitment to continuous improvement means we are always enhancing our platform to better serve the evolving needs of our clients.

LexaVero is a payout reconciliation software designed for marketplace sellers that prioritizes local data processing. It enables merchants to confirm whether the anticipated revenue from various marketplaces has successfully arrived in their bank accounts, all without needing to link their marketplace or bank accounts or upload sensitive financial information to the cloud. Users can export their marketplace sales or payout data and then open it alongside their bank statement within LexaVero. The software efficiently analyzes the expected payments against the actual deposits in the bank, identifying any issues such as missing, delayed, ambiguous, or mismatched payments. Tailored editions are available for platforms like Etsy, Shopify, eBay, Amazon, Walmart US, Kaufland, TikTok Shop, and AliExpress, ensuring broad compatibility. LexaVero supports a dozen interface languages and accommodates various bank statement formats across popular desktop operating systems. Remarkably, no prior accounting or reconciliation knowledge is necessary for users to effectively utilize the software.

CollectIQ is an Accounts Receivable Intelligence Dashboard that operates locally on your machine. It directly imports AR transaction data from Excel and produces a comprehensive dashboard that includes features such as ageing analysis, tracking Days Sales Outstanding (DSO) for each customer, credit scoring, an interest calculation tool, and drafts for payment reminders. This software runs entirely offline, eliminating the need for cloud access, logins, or ongoing subscription fees. You can secure it with a one-time payment, and there’s also a free version available for managing up to 50 customers. This makes it a convenient option for businesses looking to streamline their accounts receivable processes.

Yodiwo is an advanced platform driven by artificial intelligence that facilitates comprehensive management of environmental, social, and governance (ESG) factors by streamlining sustainability processes across multiple areas, including environmental, operational, and organizational sectors. The platform's various modular components efficiently gather, verify, integrate, analyze, and report sustainability metrics sourced from corporate systems, IoT devices, energy consumption meters, human resources platforms, ERP systems, emails, and various other data sources. Acting as a centralized layer for managing and reporting ESG data, Yodiwo continually calculates key performance indicators (KPIs), employs AI for data validation, predicts future performance trends, and produces reports that adhere to established frameworks and standards such as the Global Reporting Initiative (GRI), European Sustainability Reporting Standards (ESRS), the Greenhouse Gas (GHG) Protocol, and ISO standards. Through this platform, organizations are equipped to effectively oversee their Scope 1, 2, and 3 emissions, manage supplier sustainability efforts, implement corrective measures, conduct audits, and ensure compliance, all while ensuring traceability across different business units and subsidiaries. Moreover, the platform's additional modules enhance its functionality, expanding into energy management, asset oversight, IoT-based monitoring, task coordination, employee scheduling, and workspace management, thereby offering a holistic solution for sustainability management. This comprehensive approach not only improves operational efficiency but also supports organizations in their journey towards achieving sustainability goals.

InboxDoc is an intelligent invoice processing solution that transforms a chaotic email inbox into well-organized financial information. It seamlessly integrates with Gmail, Outlook, or any IMAP-enabled email account and autonomously reviews incoming messages to identify invoices and receipts without the need for manual forwarding. Utilizing advanced AI, InboxDoc analyzes each invoice to extract critical information such as vendor name, total amount, tax details, currency type, and invoice date. It also proactively identifies duplicate invoices to prevent double payments and catches zero-value invoices that may arise from errors in scanning or formatting. All extracted data can be exported directly to Excel, neatly categorized into Income and Expense sections, making it easy for bookkeepers or existing accounting systems to use, thus saving substantial time that would otherwise be spent on manual data entry. Designed specifically for freelancers, bookkeepers, and small business owners who regularly manage a flow of vendor invoices, the service offers a free trial for the initial five invoices without requiring any credit card information. Following the trial, subscription plans are available starting at €19 per month, allowing users to choose a pricing structure that fits their needs. With this tool, managing invoices becomes not only efficient but also hassle-free, enabling users to focus on their core business activities.

CommodityPriceAPI is a developer-centric REST API that provides both real-time and historical pricing information for over 170 commodities, which encompasses precious metals like gold and silver, energy resources such as WTI and Brent crude, natural gas, and various agricultural products. The price data is compiled from exchange-grade sources and updated every second, supporting more than 150 different currencies for quoting. The API features five straightforward endpoints that streamline the entire process: it offers the latest rates, historical data dating back to January 1990, time-series analytics, fluctuation calculations, and a reference for symbols, all secured with a single API key and delivered in a clean JSON format. Users can expect to integrate the API in under five minutes without requiring any SDK. Additionally, the platform includes a dedicated MCP server, which allows AI assistants like Claude and Cursor to access both live and historical commodity data seamlessly. Designed for use in fintech dashboards, trading applications, agri-tech solutions, and energy monitoring systems, it boasts an impressive uptime of 99.97% and an average response time of less than 80 milliseconds, ensuring reliability and efficiency for all users. The versatility of the API makes it an essential tool for developers looking to incorporate commodity pricing into their applications.

Sokin serves as a comprehensive global business payments platform that enables companies to efficiently manage their accounts, transfer funds, accept payments, and operate seamlessly in international markets from a single interface. With the capability to hold and oversee funds in 26 different currencies, businesses can streamline their operations by minimizing reliance on multiple providers or regional banks. The platform facilitates global payments in over 70 currencies, enabling transactions in more than 170 countries through local payment methods, SWIFT, and instant transfers between Sokin accounts. Teams can enhance efficiency by saving beneficiary details, converting currencies, assigning user roles for payment approvals, and processing as many as 5,000 unique payments simultaneously, thereby cutting down on manual tasks. Additionally, Sokin accepts payments via cards and various alternative payment avenues while offering embedded financial services through adaptable APIs. Businesses can also automate a range of processes, including payouts, currency conversions, onboarding, as well as KYC and KYB procedures, all while seamlessly integrating these functionalities into their own products, thus enhancing their operational efficiency. This integration not only simplifies financial transactions but also provides businesses with greater control and flexibility over their payment operations.

StitchInvoice is a comprehensive invoicing and client-document solution tailored for independent professionals and freelancers who directly invoice their clients, rather than for bookkeeping tasks. It manages the entire client interaction process, including quotes, estimates, proposals, contracts, invoices, receipts, and credit notes, all featuring a live preview and generating clean PDFs. Payments made through cards operate on your own linked Stripe account, ensuring that charges are processed directly by your account, meaning only Stripe's standard processing fees apply, without any intermediaries affecting your earnings. The Requirements Memory feature allows you to establish the billing preferences for each client—such as billing email, purchase order format, terms, and currency—ensuring that these settings are automatically applied to subsequent invoices. Additionally, the Payability Check function identifies common issues that might delay invoice processing before you send it out. For those on the Pro Autopilot plan, automated reminder sequences are triggered both prior to and following the due date, ceasing once payment is received, while recurring invoices facilitate the management of retainer agreements. It's important to note that StitchInvoice is not designed to function as accounting software, as it does not include features such as a chart of accounts, inventory management, or tax filing capabilities, making it a focused tool for invoicing rather than comprehensive financial management.

Sensus Tech offers a versatile, white-label payment orchestration solution designed for a diverse array of clients, including payment service providers, marketplaces, aggregators, e-commerce enterprises, fintech innovators, and digital ecosystems, enabling them to establish and enhance branded payment systems without the need to develop a processing core from the ground up. This platform seamlessly integrates over 100 payment providers and accommodates more than 150 payment methods across 200+ currencies, consolidating payment routing, PSP integration, and merchant management into a single user-friendly dashboard. Key features encompass intelligent routing and cascading via an intuitive no-code, drag-and-drop rule builder, along with transparent balance management options (including available, hold, and rolling reserve), multi-currency rate management, role-based access control, bulk group operations, and a fully customizable checkout experience and administration panel. With Sensus Tech, finance, operations, and technical personnel gain equal insight and authority, ensuring that all team members can effectively manage payment processes. This innovative platform is designed to be sophisticated on the inside while remaining straightforward and accessible on the outside, making it an ideal choice for businesses looking to streamline their payment solutions.

Mercury Books offers fully integrated double-entry accounting software within a Mercury account, seamlessly merging banking and bookkeeping to ensure that financial records remain thorough, up-to-date, and precise. The software automatically tracks activities across various Mercury services like banking, cards, invoicing, and bill payments, categorizing transactions and reconciling accounts in real time without the need for manual data imports or exports. Users have the option to select either cash or accrual accounting methods and can easily generate essential financial reports, including profit and loss statements, cash flow statements, and balance sheets with real-time data. Additionally, businesses can link external bank accounts, credit cards, and platforms like Stripe, PayPal, and Gusto for a more comprehensive financial overview. Enhanced by Command AI, Mercury Books provides an intelligent interface that allows users to inquire about expenditures, trends, and general ledger codes based on their account information. Furthermore, it simplifies various accounting tasks such as drafting journal entries, structuring the chart of accounts, and sorting transactions efficiently. This innovative approach not only streamlines financial management but also empowers businesses to make informed decisions quickly.

PaymentForm.io enables users to establish a checkout system based on forms for various purposes, including selling products or receiving payments online without the need for a website. It's an ideal solution for those looking to operate a small e-commerce venture, gather donations, offer digital goods, or facilitate ticket sales for events, all while enjoying a streamlined and efficient experience. The platform offers extensive customization options to align with your brand's identity, and once your form is operational, you can easily distribute it through a direct link, embed it on websites, share it on social media platforms, or generate a QR code for printed promotional materials. Additionally, this versatility makes it a valuable tool for anyone wanting to enhance their online financial transactions.

BillMyWeek is an online invoicing application designed specifically for UK contractors, freelancers, and tradespeople who charge on a weekly or monthly basis. Users can input their business and client information, define hourly or daily rates, and specify standard hours as well as multipliers for overtime and weekend work, enabling them to generate invoices that include work dates and calculated totals for each line item. The platform efficiently manages the status of invoices, including drafts, those that have been sent, paid, or are overdue, while also displaying outstanding amounts; users can also preview, download, or email a PDF invoice formatted for A4 paper. Additionally, BillMyWeek allows for customization of invoice aesthetics, such as colors and fonts, and provides options to incorporate a logo, alongside the ability to export essential data related to accounts, clients, and invoices. Currently, the service is offered for free during its beta phase, focusing on uncomplicated invoicing without features for VAT or CIS deductions, making it ideal for users seeking basic invoicing solutions rather than comprehensive accounting services. As such, it serves as a valuable tool for those looking to streamline their billing processes while maintaining a professional appearance.

Swipe Again stops failed subscription payments from turning into lost customers. When a charge fails, billing platforms retry briefly and then let the subscription lapse — Swipe Again continues from there, recovering the large share of declines that default retries abandon. Hook up your billing system in minutes and it immediately reviews 90 days of overdue invoices, then works failed payments automatically: intelligent retries tuned to each decline code, customer messages on a day 1/3/7 cadence by email, text and phone, special handling for expired cards, and cancel-page save offers (discounts, pauses, service recovery) that apply directly in Stripe, Recharge, Chargebee, Recurly, Paddle, Seal, Skio, Loop and Braintree. A live dashboard attributes every recovered dollar. Flat $179/month — no cut of recovered revenue, no tiers, no per-seat charges — with a 14-day free trial.

AccountGo is an accounting solution designed for individual entrepreneurs and small business proprietors. The accompanying mobile application allows users to handle various aspects of their operations, including managing clients, vendors, estimates, bills, credit memos, transactions, expenditures, stock, bank reconciliations, and financial statements. It securely saves business information directly on the device, ensuring functionality even without internet access. Additionally, users have the option to export their data and reports in Excel format for further analysis or sharing. This makes AccountGo a versatile tool for those seeking efficient offline accounting management.

SiftingIO serves as a comprehensive financial market data API designed for developers, fintech teams, analysts, and researchers who are creating applications that require market insights. It offers real-time quotes and continuous updates, alongside historical OHLCV data and reference datasets related to U.S. stocks, forex, cryptocurrencies, commodities, and on-chain markets via both REST and WebSocket interfaces. In addition, users can access a variety of datasets that include company fundamentals, financial statements, SEC filings, economic events, market operating hours, and technical indicators. To facilitate development and research, SiftingIO provides SDKs for Go, Python, and TypeScript, along with interactive API documentation, tools for Excel and Google Sheets, downloadable data exports, and an MCP server. A free tier is available for each market, featuring usage limits, while paid plans are structured based on market type and service tier. Users should note that the coverage and permissible usage may differ by market, plan, and data licensing agreements, ensuring a tailored experience for various projects. This flexibility makes SiftingIO an appealing choice for a wide range of financial data requirements.

Accounts Draft serves as a web-based AI toolkit tailored for accountants, bookkeepers, and firms specializing in accountancy. This innovative platform offers features that transform PDF bank statements into Excel formats, categorize transactions into appropriate accounting categories, and generate trial-balance data efficiently. Furthermore, users can pull details from invoices, perform comparisons between draft accounts and previous year’s financials, and compile audit working papers by selecting specific transactions and aligning them with relevant supporting invoices. The client-operations functionalities facilitate the creation of onboarding packages, which include KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, all with company information automatically populated from Companies House. In addition to these features, the toolkit provides functionalities for preparing fee quotations, generating company-secretarial documents, and completing HMRC 64-8 authorization forms. Users benefit from the ability to download outputs in spreadsheet, Word, and PDF formats, allowing for seamless integration into their existing accounting processes. Overall, Accounts Draft enhances productivity and accuracy for financial professionals in managing their tasks.

Wealth Management by Zahlenwerk is a cloud-based platform designed for family offices and investment managers to manage and monitor private-market investments across various legal entities. It enables the documentation of fund LP and SPV commitments, direct equity holdings, SAFEs, convertible instruments and options, while also tracking capital calls, distributions, cash flows, and valuations necessary for IRR, TVPI, and DPI metrics. Users have the ability to upload or forward capital account statements, call notices, and distribution notifications, ensuring that extracted data remains linked to its original source for easy verification. The system organizes financial records by legal entity and associates them with corresponding portfolio positions. Additionally, an integrated assistant and MCP server facilitate the connection of portfolio data with advanced AI systems like Claude and ChatGPT. While the assistant is restricted from deleting positions, entities, individuals, or bank accounts, all modifications within the app require explicit user authorization. The product is in beta, in use at a small number of family offices, and access is available on request.

UrBudget is a budgeting application that follows a zero-based envelope method, specifically tailored for both Windows and macOS users, including individuals and families. This app allows users to allocate their income into various categories, monitor their expenditures, adjust funds when financial plans shift, and roll over any unused amounts to future budgets. It features targets to assist with planning for sporadic expenses, while ensuring that credit card transactions are strictly for repayment purposes. Users have the option to manually input transactions or to upload data from CSV, OFX, QFX, or QIF files, with the capability to review incoming data and eliminate duplicates. Additionally, SimpleFIN Bridge enables synchronization with bank accounts in both the US and Canada. For those transitioning from YNAB, the app supports the importation of accounts, transactions, categories, and targets seamlessly. It also provides comprehensive reports, a loan planner, and an optional assistant to address budget inquiries, manage overspending, and recognize receipts, with any suggested adjustments requiring user consent. Users' budgets are kept locally, but there is an option for encrypted sync between devices for added security. The application offers a 30-day trial period before requiring a one-time license fee for continued use, with synchronization services billed independently. With its user-friendly interface and robust features, UrBudget aims to simplify the budgeting process for its users and promote financial awareness.

RetryFix is an online tool designed to assist businesses with recovering failed payments that occur during subscription billing via Stripe. It actively monitors instances of failed subscription transactions, takes into account the reasons for declines, and organizes follow-up attempts alongside customer communication, ensuring that each declined payment is handled with a tailored approach. The recovery notifications help customers either update their payment details or settle outstanding invoices securely. Merchants benefit from a comprehensive dashboard that provides insights into failed transactions and recovery efforts, allowing them to track performance effectively. Rather than replacing Stripe's existing billing tools, RetryFix complements them, making it particularly suitable for SaaS, subscription-based commerce, and membership organizations that want to streamline the dunning process and lessen the need for manual intervention. Business owners can easily link their Stripe accounts to analyze payment failures and set up automated recovery processes; the service charges fees based on the revenue recovered or offers a fixed monthly subscription. In doing so, RetryFix not only enhances the payment recovery process but also improves customer engagement during billing challenges.

Fronira is an online customer payment portal designed for businesses utilizing QuickBooks Online to streamline their invoicing processes. It provides clients with a personalized space to view outstanding invoices and account balances, access copies of invoices, and make payments conveniently over the internet. The portal seamlessly integrates QuickBooks Online with Stripe for efficient payment processing, ensuring that all payment activities are automatically updated in QuickBooks. Businesses have the flexibility to offer both card and ACH payment methods, set up surcharges for card transactions or discounts for ACH payments, and tailor the customer interface to enhance user experience. With paid subscriptions, users can eliminate Fronira branding and implement a custom domain; the Business plan even offers API access for customized integrations. This service primarily targets small businesses and service providers looking for a client-friendly solution to manage invoice payments within their established QuickBooks framework. Fronira offers both a free plan and various paid options, with Stripe processing fees incurred separately, making it adaptable to different business needs and budgets. Overall, Fronira aims to simplify payment collection while enhancing the financial transaction experience for both businesses and their customers.

Paranova is a mobile app designed for bookkeeping and personal finance, catering to independent professionals, small teams, and retail businesses. This application includes various business management tools that streamline the organization of customer and supplier accounts, invoices and quotes, cash register totals, inventory transactions, expenses, employee advances, and time tracking. It allows for the inclusion of VAT and withholding in invoices and quotes, ensuring that outstanding balances remain easily accessible for follow-up purposes. To enhance productivity, team permissions are enabled for staff to submit expenses, which then require managerial approval, and all business records can be exported in CSV format for easy access by accountants. Additionally, Paranova features a personal ledger that aids users in managing their budgets, setting savings goals, and tracking their expenses. Users have the option to operate without creating an account, but having one allows for cloud backup and synchronization across multiple devices. Currently, the business modules of Paranova are being offered in a beta phase, inviting feedback from early users to refine and enhance the service. This innovative app aims to simplify financial management for its users, making it a valuable tool in today's fast-paced business environment.

MoneyCoach is an innovative personal finance application designed for both individuals and households aiming to streamline their everyday financial management. It enables users to log and categorize their income and expenditure, develop budgets, track their spending habits, and analyze their financial activities through detailed summaries and reports. Additionally, users can oversee their accounts and manage recurring transactions while establishing savings goals to monitor their advancement toward designated spending objectives. The app offers features for handling bills and subscriptions, assessing balances and net worth, and evaluating financial patterns over time. Furthermore, it provides an AI-powered money coaching experience that allows users to delve into personal finance topics and gain contextual insights tailored to their needs. Users have the option to connect compatible banking and financial accounts or input transactions manually, based on their preferences. Ultimately, MoneyCoach serves as a comprehensive solution for individuals seeking to unify their financial affairs, covering everything from daily expense tracking and budget formulation to long-term savings strategies and overall financial organization. With its user-friendly interface and robust features, it encourages users to take control of their financial well-being more effectively.

Forevana is a complimentary Windows application that operates offline, designed for cash flow forecasting, financial planning, and valuation tasks. It integrates a 13-week cash forecast with what-if analysis, a five-year, three-statement plan that includes scenario modeling, and a real-time discounted cash flow (DCF) valuation tool. This software is particularly beneficial for finance teams, CFOs, and accountants, as it allows them to examine anticipated cash positions against various assumptions and create extended projections across all three financial statements. Additionally, the DCF functionality aids in conducting valuation tasks alongside these forecasts and plans. By consolidating these diverse features into a single Windows application, Forevana empowers finance professionals to generate cash forecasts, investigate planning scenarios, and evaluate business worth, all while working offline. The comprehensive nature of the platform enhances the efficiency of financial analysis and strategic decision-making processes.