Best Web-Based Finance Software of 2025 - Page 57

Praxi is a comprehensive Financial Advisory platform that manages all facets of your brokerage operations. It features an integrated Client Relations Management system, allowing you to efficiently monitor and engage with your growing client base. Additionally, Praxi offers workflow management for tasks and actions, along with tracking and evaluation tools. Compliance management is another key feature, ensuring that you stay aligned with regulations. You can always access your documents securely stored online, providing peace of mind. The needs analysis tool enables you to swiftly evaluate your clients' insurance and investment requirements and assess associated risks. If you find yourself in need of assistance, simply contact your agent or submit a support request, and we guarantee a response within 24 hours! While the Praxi Manage solution is exceptional and encompasses numerous features beyond what we've highlighted, we wanted to draw attention to a few key aspects. One impressive facet is that setting up your account is a breeze, facilitated by a wizard that gets you started in under four minutes. Moreover, we can seamlessly transfer your existing data from most systems, ensuring a smooth transition to our platform. You’ll find that Praxi not only streamlines your operations but also enhances your overall client service experience.

SmartRisk™ Software assists you in establishing accurate downside expectations for your clients. Many clients are often unaware of the risks present in the market, but SmartRisk can facilitate the transition of prospects into the planning phase and encourage clients to adjust their portfolios accordingly. This tool is essential for maintaining client relationships during market downturns, as it also helps mitigate the chances of clients making detrimental investment decisions. By utilizing SmartRisk, you can effectively demonstrate and promote your expertise in the financial realm. Key features of SmartRisk include Portfolio Comparison Alerts, Single Name Concentration, Alerts for Accounts, Household Views of Accounts, and a variety of Marketing Materials. You can download proven client-facing presentations, brochures, and examples of direct mailers to enhance your outreach. Additionally, enjoy unlimited access to our dedicated support team, ready to assist you with both software and subject matter inquiries. The software is designed for seamless integration with other Covisum tools, allowing you to transition effortlessly between applications within the new advisor portal. This holistic approach not only empowers you to serve your clients better but also strengthens your position in the competitive financial advisory landscape.

Social Security Timing® Software is designed to assist you in refining your clients' strategies for claiming Social Security, thereby enhancing their overall retirement wealth. Navigate the intricacies of Social Security with ease. By utilizing Social Security Timing, you can determine the precise month and year when your clients should make their claims, as well as the specific amount they will receive upon passing the earnings test, potentially boosting their retirement income by as much as $100,000. The software includes a pivotal feature, What’s at Stake, which highlights the critical differences between merely good and optimal decisions regarding Social Security access. Additionally, the Break-even Chart allows you to analyze which strategy yields the best results across various life expectancy scenarios. Furthermore, the software can automatically generate the four most frequently encountered alternatives tailored for married couples, making it easier for you to present comprehensive options to your clients. Overall, this tool empowers financial advisors to make informed decisions that significantly impact their clients' financial futures.

Daymi is designed for managing recurring tasks and processes. All your processes can be planned, executed, and followed-up on one platform. You can schedule your tasks and process them in any way you want, from daily tasks to annual tasks. You can get full support for holidays and business days. You can add work descriptions to the tasks. This makes it more accessible to your entire team and encourages knowledge transfer and onboarding. You can add notifications to your most important tasks in-app, email, or text messages. Each action and change is recorded so that you can quickly create reports or send them to your auditors.

ti3.co offers a modern, automated debt collection and accounts receivable management solution that connects debtors and creditors using mobile-first communication methods such as SMS and email. By continuously scanning for overdue invoices, the platform sends escalating reminders and enables the creation of personalized payment plans and settlement offers. This direct communication approach helps reduce the customer acquisition cost of debt collection by eliminating intermediaries and encouraging faster resolutions. Businesses can easily upload account data via QuickBooks or Excel and accept payments through Stripe and PayPal, ensuring seamless transactions. ti3.co’s system is designed for companies with as few as one or as many as thousands of accounts, adapting to various scales of operation. The platform supports transparent audit trails, secure payment processing, and compliance with industry regulations. It has earned positive feedback for improving cash flow and providing a better debtor experience. Overall, ti3.co helps businesses automate collections, reduce bad debt, and maintain positive customer relationships.

Affordable pricing with a straightforward structure allows for unlimited member additions alongside automated share distribution. The software facilitates compliance with all Nidhi regulations, enabling seamless preparation of returns and data reconciliation processes. It includes features such as all necessary Nidhi forms, interest rate tools, and calculators tailored for daily operational tasks. Users can easily manage the initiation of deposits and loans, along with member creation and modifications. Automated deposit and loan forms, as well as the generation of bank statements and passbooks, contribute to a comprehensive deposits module. The platform also offers auto-calculated interest rates, tax deduction at source (TDS) for clients, and online saving forms for fixed deposits (FD) and recurring deposits (RD). Additionally, an integrated internet banking feature streamlines transactions, while an automated employee module eliminates the need for manual paperwork, simplifying salary and incentive calculations. The software includes an auto Nidhi compliance module for efficient NDH-3 preparation, along with a reminder system for upcoming due dates and alerts regarding any compliance issues. Users can also benefit from a mobile application and robust reporting capabilities, alongside a complete loan module that encompasses everything from loan forms to procedures and calculators, ensuring an all-encompassing financial management solution. With these extensive features, the software significantly enhances operational efficiency for Nidhi institutions, making it an invaluable tool for managing finances effectively.

MoneyWorks® by Cognito Software offers a perfect blend of simplicity and essential features, coupled with the robust power and adaptability you require. This software provides you with the advantages typically found in large enterprises at an affordable cost suited for small businesses. With over 40,000 companies globally utilizing its services, you can experience a seamless, user-friendly interface along with the extensive capabilities usually reserved for larger corporations, all while being mindful of your budget. If your current software feels restrictive or cumbersome, you will appreciate the dynamic features MoneyWorks has to offer. Additionally, its affordability and straightforward implementation process may exceed your expectations. Many of our users consistently report that MoneyWorks stood out in their assessments of available options. Discover how our clientele transitioned from settling for less to enhancing their accounting practices. Furthermore, MoneyWorks boasts versatile and effective data importing options, allowing you to easily integrate information from various sources, whether through text files or simply copying and pasting from spreadsheets. Transitioning to a more efficient accounting solution has never been easier.

iExempt offers electronic resale certificate forms that feature real-time verification with state tax authorities, allowing you to save 90% of the time spent managing tax-exempt buyers. By ensuring that your buyers' tax-exempt status is valid, iExempt provides a seamless experience that minimizes the likelihood of errors during documentation submission. This cloud-based solution alerts you when resale certificates are nearing their expiration, making compliance easy and efficient. Additionally, it integrates effortlessly with all invoicing software and can be set up in just a few minutes. With iExempt's electronic resale certificates, you can significantly reduce both human error and the risk of fraud. This innovative service stands out as the only one that guarantees adherence to state tax exemption regulations. Key features include foolproof submissions and real-time verifications, both designed to eliminate costly mistakes during audits. Experience the difference by trying a demonstration today, and ensure your operations remain compliant and efficient. By utilizing iExempt, you can focus more on your business while confidently managing tax exemptions.

It's easy to comply with Anti-Money Laundering. NameScan is an integrated platform that offers Anti Money Laundering as well as Counter Terrorism Financing services. NameScan's Adverse Media and PEP/Sanction screening solution will streamline your AML compliance. Our platform allows you to conduct enhanced customer due diligence and onboard clients efficiently in real-time. We can help you comply with AML/CTF Regulations. Avoid the negative consequences of not complying with AML/CTF regulations by screening against our global sanctions data, which is delivered and monitored in real-time. This coverage includes all major global watchlists such as UN, EU and DFAT. It also includes thousands of other governmental or law enforcement lists. Our ongoing monitoring feature allows you to identify risks to your business in real time. It provides dynamic identification of new risk and real-time alerts.

Easy lab management. Streamline communication, consolidate orders, and track inventory. Quartzy is the leading platform for R&D lab productivity. We help you manage the unique workflows of a lab - order, order, inventory, and optimize your resources to ensure your next experiment doesn't get delayed. Quartzy is more than a cloud-native software solution. It's a fully-integrated distributor of lab products, giving scientists and lab managers the ability order more than 10,000,000 products (including consumables and chemicals, office supplies, and more) from over 1,800 top brands. It's as simple as 1-2-3 to simplify your ordering process. In just two clicks, lab members can browse our 10 million-strong catalog or create custom orders for their lab manager. You can manage incoming supply requests and approve them or make an immediate purchase.

With global customers serving multiple industries, including software, finance, media, transportation, and communications, BillingPlatform is the only revenue lifecycle management platform on the market that enables enterprises to effectively monetize any type of product offering, from simple subscriptions to sophisticated usage-based pricing models and everything in between. BillingPlatform provides full process support of the revenue lifecycle – from product setup, quoting, billing and invoicing, revenue recognition, through payment and collections – all on a secure, next-generation cloud platform. The unparalleled flexibility of the platform puts enterprises in control of how they differentiate in the market, maximize profitability, reduce operational costs and improve the customer experience.

Haslle is an innovative spending management solution designed for efficient team collaboration. It enables businesses to effectively oversee budgets, purchases, and subscriptions through the use of intelligent payment cards. With Haslle, users can acquire a virtual bank account for streamlined spending. The platform allows for the approval of budgets, purchases, invoices, and subscriptions, while also enabling the issuance of both virtual and physical cards to manage the buying process. Users can gather data, receipts, and invoices to enhance their analytical capabilities and decision-making. The system integrates seamlessly with existing accounting and ERP solutions, providing the convenience of approvals on the go. This feature allows users to quickly approve financial transactions using accessible data right at their fingertips. By empowering teams to make informed decisions, Haslle helps optimize purchasing strategies over time. Additionally, organizations can select vendors and consolidate invoices, leading to improved discounts across departments. With smart company cards that monitor expenses, the hassle of tracking down receipts becomes a thing of the past, ultimately simplifying financial management for businesses. As a result, teams can focus more on strategic initiatives while maintaining tight control over expenditures.

UniBit serves as your ultimate hub for all financial information. Utilizing cutting-edge technologies such as NLP, machine learning, and cloud computing, we provide you with the most sophisticated and extensive market data more swiftly, conveniently, and accessibly than ever before. Our platform creates and implements tailored data feeds to empower your team in making informed decisions. Discover our market search engine, which compiles all vital market insights for your convenience. We personalize market insights to cater specifically to each client’s needs. With UniBit Terminal, you can manage your data assets like no other platform available. There’s no requirement for coding or technical skills; you can effortlessly create and deploy your own information streams in just a few clicks. From spotting market opportunities to reducing risks, UniBit enables you to develop an analytics project in mere days that would typically take weeks to complete. You can design your personalized data feed and easily customize your API for seamless integration with any application. Gain full control over your data assets and download them instantly with just a click, ensuring that you have the resources you need right at your fingertips. This flexibility allows you to stay ahead in the fast-paced financial landscape.

Gravitee.io, the most cost-effective, performant, and cost-effective Open Source API Platform, allows your organization to securely publish, analyze, and secure your APIs. Gravitee.io's OAuth2 OpenID Connect (OIDC), and Financial-grade API(FAPI) certified servers allow you to manage your identities. Gravitee.io APIM allows you to control precisely who, when, and how your APIs are accessed by your organization. It is lightweight, flexible, and lightning-fast. Gravitee.io allows you to manage, monitor, deploy, and secure your APIs with strong governance features like API review and API quality. Your API consumers can fully engage with your business through a Gravitee.io portal. This will ensure high quality engagement in the digital age.

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

Checkout X presents a comprehensive e-commerce checkout solution that empowers online retailers to enhance their revenue by removing barriers and instilling confidence and security in shoppers, enabling them to swiftly finalize their purchases and enjoy a seamless transaction experience. This innovative platform significantly boosts retailers' profits by offering a more effective, mobile-optimized checkout process, smooth payment options, and the potential for post-purchase upsells, among other features. With Checkout X, customers can finalize their orders in just 25 seconds, compared to the industry standard of 66 seconds, demonstrating a remarkable efficiency. Furthermore, approximately 75% of retailers experience increased sales automatically by utilizing the benefits of post-purchase upsells. The system allows businesses to fully harness the capabilities of their payment service providers, providing customized integrations, a variety of payment choices, and essential tracking information. Additionally, Checkout X seamlessly integrates with vital services for conversion tracking, order fulfillment, cart recovery, and more, ensuring a streamlined operation for online merchants. By choosing Checkout X, businesses can revolutionize their checkout process and significantly improve overall customer satisfaction and retention.

Discover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease.

TransNational Payments stands as a frontrunner in the field of payment technology solutions, catering to businesses across the entire nation. Our extensive payment processing services empower merchants to accept various forms of payments, whether in-store, online, or via mobile devices. Among the array of merchant services we offer are credit card processing, mobile payment solutions, payment gateway services, as well as gift card and loyalty programs, alongside comprehensive POS solutions and Full Service Payroll. We pride ourselves on providing transparent pricing and exceptional customer service with every transaction. Operating on a foundation of full disclosure, TransNational Payments delivers straightforward and hassle-free payment solutions designed to foster business success. Our commitment to educating and servicing our clients is paramount, and we provide round-the-clock assistance tailored to each unique business requirement, consistently striving to surpass their expectations. We encourage businesses to enhance their profitability by leveraging our competitive rates for secure credit card processing, innovative mobile payment options, and state-of-the-art POS systems, thereby ensuring they remain at the forefront of payment technology advancements. By choosing TransNational Payments, businesses can look forward to a partnership that prioritizes their growth and operational efficiency.

Promomash stands out as the most comprehensive solution for managing retail sales and marketing in the industry. We empower emerging brands to streamline their retail channel marketing strategies, enabling them to boost sales through a robust collection of tools designed for effective planning, execution, and analysis of account management activities. Our approach combines innovative software with dedicated services that enhance your retail marketing efforts significantly. With our user-friendly software, you can effortlessly manage staffing, training, planning, scheduling, executing, reporting, and accounting tasks. Additionally, our exceptional client success team works diligently to transform your field events and activations from disarray to order. Establishing a thriving brand presence in retail stores starts with meticulously organizing all the essential components, including logistics, processes, and the personnel responsible for execution. A lack of control over any of these aspects can jeopardize your success right from the outset. While many claim to value your success, we genuinely embody this commitment. Ensuring our clients achieve their goals is the fundamental principle that drives every aspect of our operations. Ultimately, we believe that success is a journey best traveled together, with our expert guidance and support at every step.

Customized accounting, technology, and advisory solutions designed specifically for you can greatly reduce the frustrations and unexpected financial issues that arise from disorganized records and inaccurate bookkeeping. We are committed to delivering precise and timely financial insights that reflect the state of your business. Remember, your passion lies in building your business, not managing an accounting team. Our dedicated group of CPAs, advisors, and tech specialists are fully equipped to support your success with the right resources. Our entirely US-based workforce employs innovative technology to handle your accounting needs while maintaining a personal connection. Bookkeeper360 is a trusted partner for thousands of small businesses across the country and has earned accolades as a two-time recipient of Xero’s Top Partner of the Year award, in addition to being named one of Inc. 5000’s Fastest-Growing Companies for the last three consecutive years. Recognized as an industry leader, Bookkeeper360 has also been featured in prestigious publications such as Forbes, Accounting Today, Business Insider, and CPA Practice Advisor, showcasing our commitment to excellence and innovation. Our mission is to provide you with peace of mind, allowing you to focus on the growth of your business while we take care of the numbers.

Discover a powerful content monetization solution that moves beyond the outdated pennies-per-click approach. With Accesstype, an innovative subscription management platform, you can harness the untapped potential of subscription-based revenue, allowing you to generate consistent income from your readership. Take advantage of flexible monetization options such as pay-per-article, categorized subscription plans, and even recurring donations. The metered access feature is designed to attract new subscribers by making your content more appealing. Setting up access levels directly from the editor in Bold CMS simplifies the configuration of metered access for your audience. Additionally, you can easily view, filter, and export subscriber data, as well as debug transactions with comprehensive attempt logs. Accesstype seamlessly integrates with your existing technology stack using REST APIs and supports most popular CMS platforms available today, starting at a transparent fee of just $99. The platform allows for smooth integration with your own technology systems, ensuring seamless authentication. You’ll benefit from a straightforward flat fee structure based on volume, eliminating commission percentages on every subscription, which empowers you to maximize your earnings while providing value to your subscribers. This unique approach not only streamlines your monetization but also enhances the overall experience for your readers.

Xsolla serves as a dedicated ecommerce platform for the video game industry, integrating its Transaction Engine and Business Engine to assist developers and publishers in marketing, selling, connecting, and optimizing their games on a global scale. By focusing solely on gaming, Xsolla effectively addresses the challenges of distribution, marketing, and monetization, allowing creators, publishers, and platform partners to broaden their reach, boost sales, and enhance revenue. With a powerful combination of tools available on a single platform, Xsolla empowers you to market, sell, connect, and optimize your game effortlessly. Our comprehensive solutions leverage our products, industry relationships, and expertise to cater to the unique requirements of your business. Exceptional games can arise from anywhere, and at Xsolla, we are committed to ensuring that the most innovative ideas are developed, recognized, and enjoyed. To achieve this, we have created a range of products designed to eliminate obstacles between creators and the essential support they require, fostering a thriving ecosystem for game development. Together, we can transform great concepts into memorable gaming experiences.

Cenario empowers startup founders and business owners to effortlessly manage their finances and cash flow using machine learning technology. With the ability to analyze, simulate, and plan various scenarios based on real-time data, we aim to support your business growth effectively. Our dedicated team comprises seasoned entrepreneurs and innovators committed to creating a product that helps businesses understand their financial metrics, make informed decisions, and ultimately achieve success. When developing our product, we prioritize providing an exceptional customer experience above all else. We take pride in our capacity to build features and functionalities that resonate with our users. By emphasizing data-driven decision-making, we simplify your next eCommerce choice through the identification of trends in your financial data, enabling you to narrate your financial story for the future. In just a matter of seconds, you can connect all available marketing and outreach data points, allowing you to concentrate on what truly matters while integrating everything into a cohesive data source. Our mission is to transform the way businesses perceive and manage their financial landscape, ensuring they are equipped for sustainable growth.

By effectively managing your customers’ SaaS ecosystem, you can significantly reduce costs while enhancing visibility and control. Eliminate uncertainty by leveraging SaaS usage data to your advantage! Monitor unauthorized SaaS applications easily to uphold security protocols. Streamline the processes of SaaS provisioning, de-provisioning, and approvals with swift automation. Ensure comprehensive reporting of SaaS usage throughout the organization. Assess SaaS consumption against licensing to uncover potential savings. Augmentt provides insights into SaaS utilization, allowing you to optimize expenditures, enforce security measures, and boost productivity. Uncover the complete mix of SaaS applications deployed in your client's environment to help reduce risks, enhance efficiency, and minimize spending. Efficiently monitor user activity, usage, and expenses related to all your SaaS subscriptions, making subscription management straightforward and cost-effective. Take charge of your subscription management today to start realizing significant savings! Moreover, understanding these patterns can lead to more informed decisions and strategic planning for future SaaS investments.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.