Best Finance Software in the USA - Page 46

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

Sumtracker is an inventory management tool for e-commerce sellers. All stores receive real-time inventory updates. Inventory sync across multiple stores and channels - Multiple location support - Inventory sync per SKU (Duplicate SKU Sync for updating inventory of multiple products on Shopify using a single product) - Remove selected products from inventory sync - Prevent stock shortages and overselling Inventory for kits and bundles - Create product bundles using components - Calculate stock of bundles automatically based on components - When a bundle is purchased, the stock of components automatically decreases You can combine multiple products or make smaller packages with bulk quantities. You can make a bundle with 3 t-shirts. You can also make 100g and 10g jars from 5 kg of coffee beans. Orders - Create purchase orders, receive stock - Check physical, unfulfilled or booked stock and incoming stock

Decision Critical's zero-based budgeting software is designed for efficiency, surpassing cumbersome spreadsheets and inflexible budgeting tools. It's tailored for small businesses and SMEs. Get an in-depth look at your entire business. The software's reporting feature moves beyond rough estimates, delivering precise reports and rolling forecasts of vital operational events. This includes nuanced details often missing in typical budget reports, such as seasonal changes, temporary cash flow issues, and price shifts. Select from different demand calculators to quickly gauge your market. Alter demand rules with ease and make detailed exceptions without breaking any formulas. The software takes care of automatic calculations for monthly, quarterly, and yearly financial statements, including income statements, balance sheets, and cash flow statements. Explore your data in depth with full drill-down capabilities.

Tailor your billing processes for advertisers and affiliates to significantly reduce time spent on administration. Many leading companies in the sector rely on us as their trusted billing intelligence provider. Billoid streamlines your billing operations, allowing you to maintain complete oversight of your cash flow while ensuring adherence to all applicable tax regulations. You have the capability to generate personalized invoices and credit notes for both your advertisers and affiliates. Additionally, you can filter and disburse publisher earnings based on received payments from advertisers. We meticulously monitor all changes in conversions, whether they're shifting from pending to approved status or vice versa. With Billoid, you have access to an impressive selection of over 170 currencies, enhancing your billing and accounting flexibility. You can also generate tailored invoices for advertisers and credit notes for affiliates, utilizing the revenue and payout information gathered from your ad tracking system, ensuring everything is accurate and efficient. This comprehensive approach not only saves time but also enhances the overall financial management of your advertising operations.

ProcureDesk is a streamlined purchasing and invoicing solution designed specifically for small and medium-sized enterprises. The platform automates key procurement activities and offers a unified dashboard to oversee expenditures and procurement operations. It features easy-to-use tools for creating requisitions, real-time cash flow tracking, and automated invoice reconciliation, helping businesses reduce manual work and enhance efficiency. With ProcureDesk, smaller companies can adopt advanced cost-reduction tactics typically used by larger corporations, effectively optimizing their procurement processes. Explore how ProcureDesk can elevate your procurement strategy and simplify financial oversight.

Fluidly is revolutionizing how companies approach their financial planning and management, encompassing everything from cash flow to securing funding. Whether you're a business seeking a seamless way to monitor your cash situation or an accountant aiming to enhance your client services, Fluidly is here to assist. Traditionally, cash flow forecasting has relied heavily on manual methods, predominantly through spreadsheets, leading to forecasts that quickly become outdated. The challenge lies in keeping these forecasts relevant. With Fluidly’s innovative software, which integrates with your Xero or QuickBooks account, you can generate a real-time cash flow forecast presented in a user-friendly chart format. Say goodbye to complex modeling and stressful calculations; easily access your cash flow history, current cash position, and future predictions. Additionally, we offer a connection to a variety of lenders, allowing you to discover pre-qualified funding options in mere seconds, all without any obligation to proceed. Simply link your Xero or QuickBooks ledger to witness your forecast update in real-time, making financial management simpler and more efficient than ever before. By leveraging technology, Fluidly empowers businesses to make informed financial decisions confidently.

Computop provides its customers with local and innovative omnichannel payment processing and fraud protection solutions for ecommerce and POS. Computop Paygate allows retailers, service providers, and industrial enterprises to choose from more than 350 payment methods. Computop is a global player, with locations in Germany and the USA. It has been serving large international companies, such as C&A and Fossil for over 25 years. Computop processes transactions worth USD 33 billion, in 127 currencies.

Cloud solution for online event planning and automated quoting. For venues, hotels, and all other providers of events, seminars, and meetings. Providers of MICE events (hotels and venues, as well as other providers) 1. Save time 2. prevent errors 3. Maximize revenue All EVENTMACHINE plans come with a wide range of features, including automated function sheets & orders, MICE revenue management, and an eventmachine IQ instant quotation. All new clients are eligible for a free trial.

To extract data from bank statements, invoices, receipts and automate bookkeeping tasks, you can do it with the highest accuracy. Receipt Bot is used by accountants and businesses to automate data entry, reduce document sharing, and improve expense tracking. Our advanced text recognition, assisted by artificial intelligence, ensures highly accurate data extracts. This allows you to focus on your business and avoid the headaches of bookkeeping. Receipt Bot's online data analysis tools and highly accurate data extraction will help you avoid costly and frustrating errors in data entry. Our flexible pricing plans allow you to significantly reduce the cost of data entry by using automation and scaleability. All business expenses can be recorded in a timely fashion with the requisite digital records. This allows you to claim VAT and tax expenses. You can easily record business transactions in real time to gain real-time insight and make better decisions.

TPS Cloud Axis offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling. TPS offers an option for a multi-office database that allows the firm to operate one data file but report by the office and partner. TPS includes the latest in analytical tools including MS Power BI. It also offers a full MS Office 365 Outlook bi-directional synchronization. If needed it also offers a full QuickBooks Online bi-directional synch and portal. TPS also works closely with its clients to ensure the system provides the simplest, yet most flexible methods for all the elements of the program.

Tempo Financial Manager bridges time tracking and financial oversight within Jira. Leveraging data from Tempo Timesheets, it provides real-time views of project costs, budget burn rates, labor expenses, and profit margins, all without leaving Jira. Project managers can compare planned vs. actual financials, generate forecasts, set and monitor budgets, track budget milestones, classify work as CapEx or OpEx, and manage cost and billing rates by role with effective dates. The tool supports revenue tracking and profitability analysis to help organizations align project execution with business budgets. By turning the time teams already log into live financial data, Financial Manager removes manual exports and reconciliation. Projects can be grouped into strategic portfolios so leaders measure aggregated budget, scope, revenue, and cost across a program and share it through reports driven by custom JQL filters. It is Cloud Fortified on the Atlassian Marketplace and supports English, French, Spanish, German, Russian, and Portuguese. As part of Tempo's modular, Jira-native suite for Strategic Portfolio Management, Financial Manager connects with Timesheets, Capacity Planner, Structure PPM, and Custom Charts, giving project leaders and finance partners a shared, current view of where every project and portfolio stands against budget. Adopt one app or several – they work better together, with no separate platform to maintain.

Accept secure and compliant payments via telephone and receive immediate authorization. Paytia allows your customers to enter their card details safely using their phone keypad. This ensures their protection, boosts confidence in your business, and shields you from potential fines and penalties associated with payment security violations. Paytia's PCI-DSS certified solutions for phone payments provide the same level of security your customers experience when shopping in-store or online, eliminating the need for you to handle or retain their card information.

Zumzum Financials is an accounting application that's fully integrated and designed for small and medium-sized businesses. It offers all the functionality you need in one package for one price. It also has a fast and efficient implementation. Zumzum Financials is built entirely on Salesforce. It allows you to unify front and back offices, and improve customer service. All this without manual rekeying. All information is visible on the Account to all those who need it across all departments. This allows customers to quickly and efficiently answer any question. Foster collaboration, gain 360-degree views of your customer, and simplify finance processes. Install Zumzum Financials from Salesforce AppExchange to start your journey to a unified CRM/Finance system.

Smart, secure software is designed to assist purpose-driven organizations in measuring, improving, reporting and improving their social impact, ESG, sustainability performance, CSR, and ESG. A beautiful platform that inspires and measures positive change, Brightest combines corporate social responsibility (CSR), ESG and sustainability, donations & gifts, employee and stakeholder engagement, reporting, and social impact measurement. Brightest provides the most flexible and comprehensive governance platform for data-driven social impacts, value chain engagement, stakeholder engagement, reporting success and outcomes, regardless of whether you are a caring organization, government, non profit, NGO or school. You have full visibility and control over your supply chain, events, programs, volunteering, giving and data sources. This also allows you to monitor all other campaigns, initiatives and stakeholder activities that contribute to your ESG performance and impact.

Shufti is a Glocal Compliance Platform covering the full compliance lifecycle, from onboarding and authentication through monitoring and remediation, across any industry, market, and use case. Every model is built in-house, with no aggregators and no third-party engines. Run it as SaaS, in a private cloud, or on-premise, depending on your data residency rules. Shufti holds iBeta PAD Level 3 conformance, a European first, alongside SOC 2 Type II, ISO 27001, PCI DSS and GDPR. Over 2,000 organisations use it, and G2 named Shufti a Leader in its 2026 Identity Verification and AML Grid Reports.

ZEP — The new standard for projects. ZEP is the software for Management Consulting, IT Consulting and Engineering: book hours against clients and projects, steer utilization and margins, from the proposal to the invoice. Four product lines cover the path from the first booked project hour to organization-wide control — you start with the line your business needs today and move up as it grows, keeping your data. ZEP Track — Project Time Tracking: your team books hours against clients and projects, budgets and absences sit in one place, and the payroll export is included. ZEP Control — Project Management: plan tasks and capacity and see what a project earns. Revenue, costs and utilization come out of the hours your team has booked. ZEP Operations — Professional Services Automation: the entire project lifecycle in one system — proposal, booked hours, travel expenses, suppliers, invoicing and the export to project-specific financial accounting. ZEP Business — ERP for Professional Services: run the project business across several entities, with internal cost allocation, document management, HR and resource planning included. The AI chat (ZEP Assistant) is included in all four lines at no extra cost, as are all interfaces: ZEP's own REST and SOAP APIs, single sign-on and an unlimited number of third-party integrations. For teams without a project business, ZEP Clock covers working hours, overtime and absences including the payroll export, with travel expense management and HR available as optional add-ons. Get to know ZEP in an online presentation or test it free for 14 days. ZEP GmbH has been developing software for project-based companies for more than 25 years. Developed and hosted in Germany, ISO 27001 certified.

Socialsuite is a global leader in impact technology - backed by a world-class board and executive team, with customers across the globe. ‍ As legislators and key stakeholders increasingly demand sustainability and impact reporting, there is a rapidly growing need for purpose built technology to support organizations looking to create positive change in the world. Founded in 2014, Socialsuite set out to help all organizations to show the change they are making. In 2017, Socialsuite grew to a team of 6 - and in 2018, Brad Gurrie joined Socialsuite as CEO. Jump forward to 2021, and the company has since experienced exponential growth. Whether you’re looking to monitor your nonprofit's impact on people, or would like to demonstrate your organization's ESG commitments, Socialsuite’s powerful impact technology can help you to show the change you’re making. With offices in Australia, America and Canada, Socialsuite simplifies the complexity of social impact and sustainability reporting for corporates, nonprofits, charities, NGO’s, governments, foundations, management consultants and impact investors.

Flowpilot ensures complete transparency in all financial dealings, allowing you to seamlessly link your bank and accounting departments with just a few clicks to effectively plan your future cash flow. By leveraging insightful scenarios, you can enhance your business decisions with the aid of intelligent tools and AI. Flowpilot provides daily connections to your bank accounts while integrating them with your accounting processes. This approach guarantees that your data is consolidated, enabling you to operate with absolute accuracy. Unlike our competitors, you can try our software at no cost and explore all its features through a product demonstration. After the trial, you have the flexibility to cancel your subscription on a monthly basis. Developed in Berlin by experts in finance, Flowpilot caters specifically to the requirements of local medium-sized enterprises. All your data is securely stored in clouds "Hosted in Germany," ensuring maximum protection. Whenever you have a question or concern, our dedicated support team is readily available to assist you personally and efficiently. With Flowpilot, managing your finances becomes not only easier but also more reliable.

Forest is an operational backend for regulated companies that need to run human teams, AI agents, BPOs, LLMs, workflows, and suppliers in one governed environment. The platform connects databases, compliance providers, internal tools, specialized agents, and external systems while keeping data inside the customer’s infrastructure. Forest provides the shared control plane where business logic, workflows, permissions, RBAC, smart actions, and audit trails are managed. Teams can use Forest to run regulated workflows on top of existing KYC and KYB providers such as Sumsub, Onfido, Veriff, Persona, and Trulioo. It supports onboarding workflows that combine identity verification, business registry checks, beneficial-owner discovery, document checks, screening, risk-based routing, agent triage, and human review. Forest’s MCP support lets AI agents call the same workflows used by human operators while attaching audit records to each action. The platform is designed for agentic operations in regulated environments where every action by humans, agents, BPOs, LLMs, and workflows must remain traceable. Forest also provides an implementation method that maps the company’s ecosystem, connects data and suppliers, designs operator journeys, and brings workflows into production. By combining governed workflows, live data access, MCP-based agent execution, auditability, permissions, and compliance controls, Forest helps regulated companies scale operations safely.

Software for managing any type of fund administration, including mortgage pool/fund management. Supports equity shares and debt. Flexible and efficient reporting and distribution of payments. Perfect for mortgage pools, crowdfunding and partnerships. Pay shareholders by check or electronic payment via ACH/EFT. Reinvest, cash out. Complete solution for U.S. Reg. D 506 Private Offerings, (U.S. Investment Funds), and Canadian MICs. Our software will make your fund fly!

No matter the nature of your subscription business, Billsby offers a straightforward and precise solution for recurring billing. This robust and highly customizable subscription billing software is trusted by numerous companies across the globe, streamlining their revenue management processes. Each Billsby account allows for an unlimited number of products, plans, and billing cycles, enabling you to effortlessly accommodate even the most intricate subscription structures. As customers enroll and their subscriptions evolve, you can utilize Zapier to automate follow-up tasks across all your essential tools and services, enhancing operational efficiency. Additionally, our seamless checkout experience allows customers to register for your offerings swiftly and effortlessly, requiring minimal development effort on your part. Furthermore, customers can independently oversee their accounts using our integrated management features, leading to a significant reduction in service costs and improving overall customer satisfaction.

ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.

Tracxn, one of the most popular market research and data platforms, tracks companies around the world. We scan data for our customers to help them perform market research, find deals that match their mandate. Tracxn has a clientele that includes Venture Capitalists (VC), Private Equity Funds, Merger & Acquisitions (M&A), Innovation teams from Fortune 500 companies, and Investment Banks. Tracxn is used by Governments, Accelerators, Incubators and Universities to track innovative companies and sectors. Tracxn, a Software as a Service (Saas) platform, is a subscription service that covers 2.5M+ companies through 2.6K+ feeds categorized across industries, sectors, and sub-sectors with a presence in over 100+ countries.

Recharge stands out as the premier platform for launching and expanding your subscription-based business. You can conveniently sell subscriptions directly through your Shopify store, effortlessly converting existing one-time purchase items into subscription options. By providing your customers with the ability to receive their favorite products on an auto-delivery schedule, you enhance their shopping experience. Recharge simplifies the process of offering subscription boxes, allowing you to manage your subscription business effectively with features like setting delivery schedules, cut-off dates, inventory forecasting, and streamlined order management. The option to subscribe and save can be quickly integrated into your product pages, and you can encourage customer loyalty by offering discounts for recurring deliveries. With all these functionalities, you can manage repeat orders seamlessly within a single, user-friendly platform. Now, all your subscription orders can be organized in one place, making management easier than ever before. Getting started with Recharge is a breeze, requiring just minutes of your time and no hidden commitments. You can turn one-time products into subscription offerings with remarkable ease.

Streamline Your Business Operations: SPBAS offers a comprehensive solution that encompasses billing and invoicing, customer relationship management, helpdesk support, a knowledge repository, web hosting and domain services, software licensing, delivery of digital products, and e-mail marketing. This all-in-one platform ensures that every aspect of your business runs smoothly and efficiently.