Business Software for Microsoft Excel

Manage & grow your platform - through a single platform. From a client's first website visit to their final bill - we power your firm every step of the way. Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. To book a demo call (214) 987-9000.

Deriscope is a financial derivatives analytics suite that can be fully integrated with Excel. It is used in all asset classes by financial institutions traders, risk managers, consultants and academics to: 1) build yield curves and volatility surfaces out of market quotes 2) calculate fair prices, rates, spreads and risk metrics like DV01 of several diverse types of instruments such as interest rate swaps, cross currency swaps, swaptions, caps/floors, exotic options, bonds, inflation-linked products etc 3) displaying past and projected cash flow details 3) process quickly portfolios consisting consisting of several thousands of traders Due to the sensitive character of its application domain, Deriscope is fully installed on premises so that its analytics have no exposure to the cloud. It can be used in Excel without prior training thanks to its intuitive wizard that provides user guidance along each step of the process. It can be also used in an Excel-free environment with direct interfaces to the client's other IT systems.

Field Ascend offers a comprehensive field service management solution designed to streamline and automate essential operations for service-oriented businesses, including HVAC, plumbing, electrical services, lift/elevator maintenance, and facilities management, among others, by integrating features such as job scheduling, work order management, dispatch automation, customer relationship management (CRM), and both customer and self-service portals into a single cloud-based platform. This software enhances efficiency with intelligent job scheduling and auto-assignment that aligns tasks with the skills and locations of engineers, while also providing real-time tracking via GPS, managing timesheets with GPS auto-audit, and offering a robust mobile application that allows field engineers to access and update job information, capture images, obtain digital signatures, complete checklists, and record equipment status without the need for a signal. Furthermore, Field Ascend enables automated preventive maintenance scheduling, optimizes routes for better efficiency, and includes reporting and analytics dashboards, along with capabilities for managing purchase orders, inventory, CRM, and site data. By centralizing these various functionalities, the platform not only improves operational workflows but also enhances communication and service delivery for businesses in diverse sectors.

Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate their due diligence, compliance, risk management and audit activities and reporting into at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs. Kollate-it gets rid of user frustration. The software helps all regulated companies document their processes for review across the business. The software solves a number of problems including: (1) data input dramatically reduces (2) work tasks speed up (3) Activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) Information silos collapse (7) reporting is faster and 24/7 and (8) document retrieval is immediate. The software is agile, adaptable and allows a user to add their own compliance framework. The document management module helps the user to upload their documentation to match their obligations so they can stop switching between multiple applications or trying to locate documents to show how the business meets to its obligations. Customized automation can also be done.

The Alpha Transform no-code app builder enables business users or developers to turn any paper form or manual process into a mobile app in minutes. Business users can take full advantage of all the capabilities of the smartphone to easily build data collection apps. Power users & developers can add advanced app functionality for field service and dispatch apps with Alpha TransForm's built-in programming language. Robust integration and offline capabilities are built-in. A free trial is available. Alpha Software speeds app development with the only platform on the market with distinct no-code (Alpha TranForm) and low-code (Alpha Anywhere) development environments. The technology receives 5-star reviews from customers on third-party product review websites and has won the InfoWorld Technology of the Year award.

SmarterDeck AI is a robust, AI-driven presentation platform tailored for executives, finance professionals, consultants, and entrepreneurs alike. Utilizing the advanced capabilities of Gemini Vision AI along with structured DrawingML rendering, SmarterDeck efficiently analyzes intricate multi-page PDFs, spreadsheets, and whiteboard images to automatically generate fully editable presentations in Microsoft PowerPoint (.pptx) format, PDFs, and web-based dashboards. Highlighted Features & Functionalities: • Strict Zero Data Retention Policy: Ensures all processing occurs in-memory, meaning user files are never stored on disk or utilized for training purposes. • Versatile Export Options: Supports native output in .pptx, PDF, and engaging HTML dashboards. • Intelligent Visual Engine: Transforms raw financial data into polished charts and professional slide designs without user intervention. • Customized Enterprise Brand Kit: Provides instant access to tailored typography, HSL color schemes, and seamless corporate logo embedding. • Bilingual Capabilities: Enables native content generation in both English and Spanish, enhancing accessibility for diverse user bases. This platform revolutionizes the way professionals create and present their ideas, making it an essential tool for modern business communication.

SciCord Solution features are designed to help your company transition quickly into the digital age. SciCord ELN/LIMS can be used to ensure compliance in both manufacturing and laboratory settings. Validated formulas can improve compliance and eliminate errors in calculation. To ensure compliance with SOPs, create lists. Automatic entry verification to flag possible Out-Of-Specification scenarios. Restrictions to prevent the use of expired solutions and ensure that equipment is only used by trained personnel. Intelligent scans alert reviewers to potential issues such as unstable balance, precision, uncalibrated equipment, and unvalidated process. Fully compliant with CFR 21 Part11, including electronic signatures. Custom parsing of attached files extracts data and records it in SciCord experiments for additional calculations and statistical analysis.

We believe that communicating the right message at the right time can motivate, educate, and inspire your most valued audiences. Our digital signage platform helps companies achieve this goal by offering easy-to-use, app-packed software with unlimited support and expertise from our U.S.-based team. It's no surprise that companies of all sizes and industries choose us year after year. Schedule a free demo today!

Discover why MSPs, IT Professionals, and System Integrators trust our Network Monitoring and Management Solution to monitor thousands of networks worldwide. Try for free now!

A-Systems JobView's central focus is on job costing. This makes your profitability the main focus. The system will compare your budget to the actual costs after you have created a job. It even predicts how much it will cost to complete the job. You can keep track of all the information with Job Costing reports. You don't need to wait for a job to be done before you can see if you will make money. Instead, you can see the profitability of every job phase. A-Systems JobView can be learned quickly and is easy to use. We can help import customers, vendors, or employees from your existing software. We can help you set up your financial statements and show your employees how easy is it to convert an estimate into budget.

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

CampaignTrackly enables marketers to create a centralized, consistent, and standardized campaign URL tracking process putting an end to missing or inaccurate advertising data and ineffective marketing decisions. Its powerful automation and integration tools simplify the process of creating and managing campaign URLs, and empowers marketers to take control of their campaign data while saving a ton of time. The platform offers over 65 automation features that translate into a seamless, user-friendly and easy to adopt tool. It reduces tech overload, eliminates interruptions and allows campaign URL producers to create UTM links without leaving their favorite apps - Excel, Google sheets, an ESP (Mailchimp, HubSpot, Marketo, etc.) Integrating with key marketing platforms, including SalesForce and WorkFront, CampaignTrackly offers completely automated campaign URL workflows, eliminating manual work and errors. Customers use CampaignTrackly to automate, and standardize their campaign URLs, generating reliable insights that lead to effective marketing decisions and higher ROI.

You will get a steady stream of highly targeted B2B leads that you can warm up on autopilot to close more deals. You can get 10x more leads and increase your ROI. Start in 3 Steps - Setup your message sequence (connection requests + followups). InTouch Tool will collect your target audience by setting up LinkedIn search filters. Start your campaign InTouch Tool will send you connection requests, identify those who connected to you, and send followups based upon your schedule until they reply.

Turn assessments into a client-generation engine. Agolix® lets you build branded online quizzes, surveys, and individual assessments, then deliver instant on-screen, email, or PDF feedback based on automated or custom scoring. Choose from seven question formats — binary, drop-down, text entry, multiple choice, scale, ranking, and forced choice — with AI-assisted question creation available to speed up building. Personalize the experience with your own logo and colors. Every plan works on any device, so respondents can complete an assessment from a phone as easily as a desktop, with results delivered by email. On Advanced plans, conditional logic adapts each assessment in real time, showing or hiding questions based on how a respondent answers, and score-based redirects plus the option to sell paid assessments through digital access codes add another layer of monetization and lead qualification. Professional subscriptions add team access controls, so you can manage who on your team can edit what, along with 360-degree evaluations for multi-rater feedback. Agolix connects to more than 7,000 apps through Zapier on Advanced plans and above, so assessment results can flow directly into a CRM, email platform, or spreadsheet your team already uses. A free 14-day trial, no credit card required, makes it easy to test the full workflow before committing. Getting started is straightforward: onboarding and reference guides walk you through setup, and client success support is available at no extra cost. Coaches, consultants, and businesses use Agolix to spark client conversations, qualify leads, onboard new clients or employees, and build the credibility and trust that turn assessments into revenue.

You can quickly find the right caregiver for your client! Our database matches caregivers to clients based on skills, availability, and location. You can monitor your leads and refer sources with a full history of your activities. Your website can be linked to AdaCare's databases. Keep track of all your staff members, including their names, addresses, phone numbers and available hours, CEUs, expirations, and phone numbers. Our "instant timecard", which replaces paperwork and sends out alerts if caregivers get late, is called the "instant timecard". You get better documentation with less work. To view their calendars, maps, and schedules, caregivers can log in. Your caregivers and office staff can benefit from this service. For easier billing and payroll, you can print and export hours and miles. You can also access reports and charts to help you manage your business. You can work anywhere you like, whether it's at home, in the office, or out in the field. It's secure and reliable. Your caregivers can log into their computer from home to print their own schedules or maps.

Are you an organization looking for an affordable online fundraising platform with features such as donor-paid fees, text giving and recurring gifts? GivingTools is the answer! GivingTools is secure and simple to use. It allows you to raise funds online via a variety of appeals: from one-time and regular gifts to capital campaign pledges to capital campaign pledges, events and merchandise, and sign ups. You can either direct people to your giving page, or embed your giving pages or forms directly on your website. GivingTools has a beautiful interface and low rates (as low at 1.9 %...no kidding!) You have options such as PayPal integration or flat-rate ACH gifting. ACH giving does not take any percentage of the gift! GivingTools allows you to send text messages with every account...at no additional cost. There are no minimum usage fees or other funny business. Get started quickly with a free demo account Trusted by hundreds nonprofits. We make it easy to give online.

Creative Social Intranet offers powerful intranet solutions that ensure faster on boarding and deeper engagement of employees. Our social intranet platforms are not only easy to use and web based but secured upon quality servers. One can choose either local or cloud based server or get the best features of both through a hybrid solution. A one stop solution for all sized companies from 0-100 to 10000+ employees.

Venn is revolutionizing how businesses enable BYOD workforces, removing the burden of buying and securing laptops or dealing with virtual desktops. Our patented technology provides companies with a new approach to securing remote employees and contractors working on unmanaged computers. With Venn’s Blue Border™ software, work lives in a company-controlled Secure Enclave installed on the user’s computer, enabling IT teams to secure company data while ensuring end-user privacy. Over 700 organizations, including Fidelity, Guardian, and Voya, trust Venn to meet FINRA, SEC, NAIC, and SOC 2 standards. Learn more at venn.com.

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

Alpha Anywhere offers the industry's only low-code/no-code app development platform to help users across organizations craft secure, data-driven business apps with outstanding user experiences.  Alpha Anywhere low-code software saves developers time building cross-platform apps that can integrate with existing systems of record and workflows, and work offline. Apps can validate data entries against offline and online databases, trigger email reports and SMS texts, generate custom reports, and include additional security or authentication to protect corporate data.  Key features include robust offline capabilities, rich data integration (API) and full-stack development. The platform includes pre-built app templates, a rich knowledge base, free videos, and tutorials for implementing advanced features. To speed digital transformation, the no-code app builder (Alpha TransForm) allows non-developers to digitize paper forms. The software crafts mobile forms in minutes, and includes a powerful data analytics engine. Develop and design unlimited apps for free. Only pay when you deploy your app.

BrandWide is an AI-powered, enterprise-ready franchise management platform built to help franchisors grow faster, simplify operations, and support franchisees at scale. Manage the entire franchise lifecycle from one connected system—from franchise development and onboarding to training, royalty management, compliance, audits, and ongoing franchise operations. Accelerate franchise sales with AI-powered outreach and automation, streamline onboarding with structured checklists and project tracking, and keep every location trained and aligned through a built-in LMS. Give your corporate team complete visibility across the franchise network with a centralized, AI-powered intranet, automated compliance tracking, simplified audits, and flexible royalty management for even complex payment structures. BrandWide also equips franchisees with a complete business-in-a-box, including local marketing, CRM, communication, and operational tools designed to help every location perform at its best. With web and mobile access, API integrations, enterprise scalability, and dedicated 24/7 support, BrandWide gives franchisors the technology and control they need to scale with confidence.

FrontFace is a powerful on-premise digital signage & kiosk software product (not SaaS) that allows you to easily deploy flexible and very reliable interactive kiosk terminals, touchscreen frontends, as well as non-interactive public displays and digital signage applications, advertising or information displays, self-service kiosks, etc. FrontFace can display any kind of media format, whether you want to display text, images, photos, PDFs, videos, news tickers or even entire web pages (HTML5). But the best news is that you can use ANY Windows application that can print to create high-quality HD content for your display. Use PowerPoint, Word, Excel, etc. to create content for your playlists. Use the tools you are familiar with without having to invest in learning a new, complex design application! In addition, FrontFace comes with a plugin interface that allows you to extend the application's functionality with optional plugins. This includes the integration of external calendars (e.g. Office 365 Exchange Online or ICS or Excel) or vertical applications such as an accident statistics board or a dashboard. Content management is super easy with FrontFace. No programming are skills required.

DeliverySuite – Empowering the Courier, Transportation, and Warehousing Industries DeliverySuite is a versatile toolkit designed exclusively for Couriers, Transportation, and Warehousing. Our goal? To enhance your logistics operations and reshape how you manage and succeed in these dynamic industries. Imagine having a reliable partner to help you navigate the complexities of modern logistics. It's like having a trusted friend who combines fresh insights with practical solutions, giving your business the strength to not just adapt, but to truly thrive in this ever-changing landscape. With DeliverySuite, it's about more than just aiming for excellence – it's about building a solid foundation for your logistics journey.

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.