Business Software for QuickBooks Online

Levvy is an innovative platform designed for managing practices and workflows specifically for accounting, professional services, and business teams. It consolidates essential functions such as task tracking, client management, document storage, timekeeping, invoicing, billing, capacity oversight, and team collaboration into a single, user-friendly interface. Through customizable workflow automation, which can be achieved via expert-designed or bespoke templates, Levvy assists firms in minimizing manual follow-ups, streamlining approval processes, and maintaining timely client interactions. Additionally, it integrates effortlessly with popular tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier, facilitating a smooth data exchange across various systems. The platform also features real-time reporting and analytics, granting complete visibility into team performance, workload distribution, capacity, profitability, and overall effectiveness, which enables managers and firm leaders to make informed decisions regarding staffing, pricing strategies, and growth opportunities. With Levvy, businesses can not only improve their operational efficiency but also enhance their client relationships and overall success.

Demand Funnel AI serves as a comprehensive, AI-driven platform for sales and marketing, specifically designed for small enterprises and individual entrepreneurs. This solution combines customer relationship management, automation of workflows, multi-channel communication, reputation oversight, and AI helpers within a single ecosystem. Users can seamlessly manage their leads, automate follow-up tasks, and communicate with clients through email, SMS, chat, and social media platforms, all from one cohesive interface. Additionally, it provides customizable templates suitable for various sectors such as local services, real estate, legal, health and wellness, and marketing agencies. With functionalities like automated review solicitations, AI-crafted replies, and intelligent calendar scheduling, Demand Funnel AI strives to simplify business processes and improve customer interactions. This platform merges numerous tools into one, potentially leading to savings of over $1,500 each month for businesses. Furthermore, it is designed for ease of use, eliminating the need for technical skills, while also offering adaptable pricing plans to meet a variety of business requirements. By empowering users with these tools, Demand Funnel AI not only enhances efficiency but also supports growth in a competitive market.

String is an innovative SaaS solution that enhances business communication through texting, voice calling, and direct messaging across various sectors. It can be accessed via both desktop and mobile devices, offering a cohesive interface for managing automated SMS campaigns, mass texting, and voice interactions. Users have the ability to import their contacts, utilize tagging for effective segmentation, and design tailored campaigns with customizable message templates. The platform supports keyword responses for lead generation and promotional efforts, while its compatibility with tools like Zapier, Salesforce, Mailchimp, Shopify, Slack, QuickBooks, and countless other applications ensures automated workflows and data synchronization across platforms. With features such as Wi-Fi calling and the capacity to handle multiple numbers—including existing landlines, new local, toll-free, premium, or vanity numbers—users can effortlessly manage voice and text communication from a single app. Additionally, the integrated dashboards provide insights into open rates, response times, conversion statistics, and customer engagement patterns, empowering teams to concentrate on strategic initiatives instead of tedious manual tasks. This comprehensive solution not only streamlines communication but also enhances overall operational efficiency for businesses.

NoCodeAPI is a no-server-required platform that enables users to link various applications such as Google Sheets, Airtable, Google Analytics, Twitter, Telegram, Open Graph, MailChimp, and more than 50 other services through secure API proxies without needing to write any backend code. The platform features an intuitive project-based interface that allows users to enter values, encrypt tokens, and quickly create lightweight endpoints within seconds. Each endpoint securely stores encrypted keys in the cloud while effectively bypassing rate limits through advanced caching techniques, resulting in doubled response speeds thanks to its processing layer. Additionally, the platform offers essential domain security and collaboration features, enabling users to limit access to authorized domains and invite team members for project sharing. With functionalities such as logging, compact documentation, Redis-enhanced acceleration, and access to a marketplace with over 40 integrations, NoCodeAPI significantly reduces the need for server maintenance, enhances API workflow efficiency, and allows front-end developers to safely and directly access third-party data with ease. This streamlined approach not only boosts productivity but also fosters a more collaborative environment for teams working on various projects.

TillyPay serves as a no-code payment solution that enables businesses to gather both one-time and recurring payments through customized, mobile-friendly checkout pages that operate under their own domain name. By employing a user-friendly form builder, users can set up subscriptions with tailored billing cycles ranging from daily to annually, including options for trials, setup fees, taxes, and a secure billing portal that allows customers to manage their invoices, update payment methods, and oversee subscription details. Invoices can be dispatched with integrated payment links that support over 120 currencies along with all major credit and debit cards, while a comprehensive dashboard offers immediate insights into payments, customer accounts, and cash-flow predictions. TillyPay's integration with more than 2,000 tools facilitates the automation of accounting tasks and notification processes, and its infrastructure is compliant with PCI and SCP standards, ensuring data security without the need for additional coding or infrastructure. This versatile platform empowers businesses to efficiently manage their payment processes while enhancing the overall customer experience.

Qbox is a comprehensive platform for collaboration that enhances accounting workflows by integrating features such as file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a unified dashboard. It allows users to work together on QuickBooks, MS Access, Word, Excel, and PowerPoint documents, ensuring automatic synchronization of updates and locking files to avoid any potential conflicts, while also accommodating QuickBooks attachments in various formats like PDF, DOC, XLS, JPG, and PNG alongside company files. The setup is straightforward, requiring no complicated installation—users simply provide access to their QuickBooks Desktop files, and Qbox takes care of version control and synchronization, facilitating secure, cloud-based collaboration even for users who engage in monthly reviews. Additionally, the platform integrates effortlessly with more than 300 applications compatible with QuickBooks and ensures high-level security through 256-bit SSL encryption, with data stored in AWS data centers to protect sensitive financial data. This level of integration and security makes Qbox an ideal solution for businesses looking to enhance their accounting efficiency and collaboration.

Project Broadcast is a versatile messaging platform designed for businesses that prioritize relationship-building, allowing them to effortlessly send tailored texts, emails, ringless voicemail drops, and in-app notifications on a large scale while maintaining the essence of personal communication. With a straightforward setup, users can utilize dedicated ten-digit numbers to effectively connect with diverse audiences, ranging from small enterprises to larger teams, and customize each communication using configurable forms, dynamic fields, tags, and personalized contact attributes. The platform boasts advanced automation capabilities, featuring scheduled broadcasts, drip campaigns, keyword triggers, bundles, and integrated “app flows” that help connect Project Broadcast with various external tools and workflows seamlessly. Users also benefit from real-time delivery insights, trackable links, and message metrics, alongside Aiva-powered smart opt-out management that provides engagement analytics and compliance controls through user-friendly dashboards. This comprehensive solution not only enhances communication but also empowers businesses to optimize their outreach strategies effectively.

Reputigo is an economical and highly customizable review generation platform, tailored specifically for service-oriented businesses. Its entire purpose is to enhance your reputation and turn that trust into more paying jobs. This innovative software empowers business owners to collect, manage, and showcase customer reviews. It transforms social proof into an active sales tool, featuring Google Review Widgets to build trust and convert visitors directly on your own website. Designed for busy pros—from salons and cleaners to plumbers and clinics—Reputigo tackles two major hurdles: building a 5-star reputation and saving valuable admin time. It fully automates the review collection process, including all follow-ups, so you can focus on your work, not on chasing feedback. The platform fosters a self-sustaining growth cycle. It's built on Reputigo's 'no-miss' review system, which combines Automated Campaigns (via SMS/email) with the Smart Review Card for in-person collection. This guarantees a steady 'velocity' of new reviews, boosting your local SEO and generating ongoing word-of-mouth referrals. This continuous review flow ensures new customers find you and trust you, increasing revenue without extra marketing spend. It is the indispensable, affordable tool for any service business looking to grow their bottom line.

ScaleXP is a financial automation solution designed to enhance and modernize key processes like revenue recognition, billing, subscription management, and reporting on SaaS metrics. By automating the management of deferred and accrued revenue sourced from invoice data, it creates revenue recognition schedules and journals that can be easily posted into accounting systems with minimal clicks, effectively reducing reliance on error-prone spreadsheets. The platform enables users to generate invoices from CRM deal records, effortlessly track renewals and contracts, and oversee subscription billing without the need for manual inputs. Additionally, it provides real-time dashboards and analytics to monitor critical SaaS metrics such as churn rates, retention statistics, and revenue growth, thereby promoting consistency across different teams. ScaleXP seamlessly integrates with various accounting and CRM systems, including popular options like Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact, ensuring a cohesive workflow. Beyond its primary accounting capabilities, it also supports advanced features like financial consolidation and the recognition of prepaid expenses, making it a comprehensive tool for financial management. As businesses evolve, ScaleXP adapts to meet their growing needs in financial operations.

viaSocket is a no-code workflow automation platform powered by AI, allowing users to seamlessly link a vast array of applications and create robust automations without the need for coding skills. Users can design workflows that consist of triggers from one application leading to actions in others, incorporating features such as conditional logic, delays, branching options, custom JavaScript, human intervention, memory, and HTTP/API steps. The platform boasts a user-friendly visual drag-and-drop interface that is enhanced by AI-driven recommendations during the setup process. viaSocket connects with an extensive ecosystem of over 1,500 to 5,000 applications across various sectors, including CRM, marketing, e-commerce, helpdesk, document management, and collaboration tools, and provides users the ability to integrate automation directly into their own SaaS offerings. It also facilitates the inclusion of custom applications in its marketplace. Additional functionalities include pre-made templates for popular workflows, multi-path logic capabilities, error management, audit logs, observability, and robust enterprise-grade security features ensuring compliance with standards like SOC 2, ISO, and GDPR/CCPA, along with guaranteed uptime SLAs and monitoring tools. This comprehensive suite of features makes viaSocket a powerful ally for businesses looking to enhance their operational efficiency through automation.

Brew Ninja serves as a comprehensive brewery management platform that consolidates production, inventory, sales, and distribution processes into one easy-to-use dashboard. The platform features keg tracking, inventory oversight, production scheduling, taproom integration, and sales and distribution tools, all designed to provide a clear view of the entire supply chain from initial raw materials to final products. Additionally, it integrates seamlessly with accounting software such as QuickBooks Online and includes support for POS and payment systems, facilitating smoother financial reconciliation. By simplifying workflows and minimizing dependence on spreadsheets and various systems, Brew Ninja helps breweries access crucial reports and metrics that enable them to enhance profit margins, minimize waste, and expand their operations. Furthermore, the platform is known for its reliable customer support and is promoted as a solution that offers immediate financial benefits by eliminating keg loss and resolving data fragmentation issues. With its intuitive design and robust capabilities, Brew Ninja empowers breweries to operate more efficiently and effectively.

ParityDeals is an innovative cloud-based platform that serves as a comprehensive monetization and pricing engine, allowing digital product teams to create, test, and implement dynamic pricing strategies, usage-based billing, and localized pricing tables without any coding requirements. This platform provides real-time tracking of various usage metrics like API calls, active users, data storage capacities, and seat allocations, accommodating a diverse range of pricing structures, such as flat fees, tiered systems, pay-as-you-go options, hybrid models, volume discounts, add-ons, and one-time payments. With a single integration and a cohesive dashboard, teams can effortlessly launch or modify pricing, promotions, and entitlements, while also managing feature gating, usage thresholds, overage charges, free trials, and grandfathering policies. Furthermore, ParityDeals enhances the pricing experience by supporting geo-localization across more than 135 currencies, allowing for the implementation of purchasing-power parity rules, VPN/proxy blocking, translation, localization, and regional discounts. The platform also comes equipped with features for conducting A/B testing on pricing and feature variations, enabling instant updates to pricing tables, real-time conversion capabilities, and in-depth usage analytics, all of which contribute to a more agile and responsive pricing strategy. Overall, ParityDeals equips teams with the tools they need to optimize their pricing models in an ever-evolving market landscape.

Trucking Hub is a comprehensive, cloud-based transportation management system designed specifically for trucking companies to oversee their operations, compliance, and back-office processes from a single access point. This robust platform features a carrier TMS, dispatch capabilities, and load management from quoting to delivery, as well as real-time GPS tracking, hours-of-service monitoring, and FMCSA-certified ELD logs. Additionally, it automates driver settlements and invoicing while offering asset and document management for trucks, trailers, and driver files. Maintenance scheduling and repair tracking are included, along with driver recruitment and onboarding that features instant background checks. Integrated communication tools such as VoIP, SMS/MMS, chat, and file-sharing further enhance collaboration among teams. The system also boasts built-in routing and mileage functions that optimize truck-legal navigation, along with toll and fuel calculations, while telematics and dash-cam integrations contribute safety scoring and proactive incident alerts. Moreover, EDI support facilitates tender automation, and a mobile app for drivers allows for real-time dispatch updates, document uploads, and transparency regarding pay, ensuring that all aspects of the trucking operation are efficiently managed. This comprehensive suite of features makes Trucking Hub an essential tool for modern trucking companies aiming to streamline their operations and improve overall efficiency.

Metorial serves as an open-source integration platform tailored for developers, simplifying the processes of creating, deploying, monitoring, and scaling agentic AI applications by linking models to various tools, data sources, and APIs through the Model Context Protocol. With a comprehensive library of over 600 validated MCP “servers,” developers can easily enhance their agents with functionalities such as communication with Slack, Google Calendar, Notion, APIs, databases, or other systems with minimal effort, requiring only a few clicks or a single API call. The serverless architecture of Metorial is designed for scalability, enabling the deployment of MCP servers with just three clicks or an API request, accommodating "zero to millions" of requests, and providing built-in observability features that include extensive logging, tracing, session replay, and error notifications. Developers can also access a complete suite of SDKs, including Python and TypeScript, ensuring that every interaction can be tracked, allowing teams to audit and refine agent performance efficiently. Whether utilized on-premises or through cloud solutions, Metorial guarantees enterprise-level security and supports multi-tenant architectures, making it a versatile choice for a range of applications. This flexibility empowers organizations to tailor the platform to their specific needs while ensuring robust security measures are upheld at all times.

BrightManager serves as a cloud-centric practice management system specifically designed for accounting and bookkeeping firms, streamlining administrative tasks and enhancing client management from the initial onboarding to the final service delivery. The platform features a client timeline that meticulously logs and timestamps every client interaction, including email openings, document signatures, and form completions, thereby facilitating comprehensive audit trails and ensuring liability protection. Among its capabilities are advanced onboarding automation, integrated task and time-tracking functionalities, customizable forms, templated workflows, a secure client portal for document sharing and e-signatures, as well as automated communication options through email and SMS. Additionally, BrightManager's Insights Hub offers detailed reporting on productivity metrics, outstanding work-in-progress, and client profitability analysis. By focusing on customization and seamless integration, the platform empowers firms to optimize repetitive administrative processes, consolidate client information in a single location, and ultimately enhance team efficiency, allowing them to devote more time to serving their clients effectively. This comprehensive approach not only improves operational efficiency but also fosters stronger client relationships through improved communication and service delivery.

BrightAccountsProduction is a cloud-driven tool for annual accounts preparation, specifically created to assist accountants in generating fully compliant financial statements for various entities, including sole traders, partnerships, LLPs, corporations, educational institutions, agricultural operations, and charitable organizations. It facilitates effortless trial-balance imports from popular accounting software such as Sage, Xero, and QuickBooks, while also offering one-click iXBRL tagging and submission capabilities, ensuring that teams and clients can work together from any device in a remote setting. The application provides an array of customizable FRS formats, including FRS 102, FRS Section 1A, and FRS 105 through specially designed templates, allows immediate editing of final accounts within the document, and features a built-in workflow status tracker that monitors the entire process from data gathering to filing. Furthermore, it includes automated compliance updates, a comprehensive compliance database, a security infrastructure rooted in Microsoft Azure, and secure e-signing options that expedite client approvals, ultimately enhancing the efficiency of year-end accounts preparation while promoting collaboration. This seamless integration of features makes BrightAccountsProduction an invaluable resource for accounting professionals seeking to streamline their annual reporting processes.

BrightTax is an innovative cloud-based platform tailored for accounting firms in the UK, seamlessly integrating Self-Assessment, Corporation Tax, Annual Accounts, and VAT into a single comprehensive solution. This platform allows users to effortlessly file individual tax returns (SA100, SA800, SA900) while benefiting from built-in calculators, real-time error checks, and alerts for HMRC validation, as well as prepare corporation tax returns (CT600 and supplementary forms) with features like automatic data entry, capital allowance calculations, and one-click iXBRL tagging. Additionally, the accounts-production module accommodates sole traders, partnerships, and limited companies by offering compliant templates such as FRS 102 1A and FRS 105, complete integration with Companies House and HMRC, and the ability to import data from leading bookkeeping systems. Users can take advantage of a dynamic live dashboard that displays client task statuses and deadlines, along with advanced filtering and search capabilities for clients. The system is fully cloud-native and supports various integrations with HMRC, Companies House, and popular bookkeeping software, ensuring a streamlined experience for users. This makes BrightTax an essential tool for accounting professionals seeking efficiency and compliance in their financial processes.

Flippa serves as a comprehensive online platform specifically designed for the exchange of digital assets, including websites, ecommerce platforms, SaaS enterprises, mobile applications, and domain names. This marketplace allows sellers to showcase their digital properties for auction or at a fixed price, while prospective buyers can explore, place bids, or make direct purchases. Users can filter listings by various criteria such as business type, traffic statistics, revenue, age, and price range, thus enhancing their search experience. The site also offers verification tools to confirm metrics like analytics and earnings, ensuring transparency in transactions. To guarantee secure dealings, Flippa includes a built-in escrow service and fosters a global community of buyers and sellers. Furthermore, the platform provides additional resources like valuations, broker assistance, and due diligence tools, catering to both newcomers and seasoned digital entrepreneurs. Established in 2009, Flippa has successfully facilitated transactions worth over one billion dollars in digital assets, currently hosts thousands of active listings across different price points, and accommodates opportunities for both budget-conscious and high-end investors. As the marketplace continues to evolve, it remains a pivotal resource for those looking to navigate the digital asset landscape effectively.

Well simplifies and enhances your financial operations workflow by capturing, organizing, and enriching data from various scattered sources. The platform enables you to collect invoices, receipts, payslips, statements, and other unstructured documents through email, cloud storage, and browser portals, transforming them into clean, searchable records. It improves the quality of data by filling in missing fields, identifying duplicates or inconsistencies, and minimizing the risk of errors by as much as 99%. Featuring a built-in “financial vault,” Well consolidates your payment, bookkeeping, and ERP systems, allowing you to pose natural-language questions and receive immediate, relevant charts and insights. Moreover, you can quickly create workflows and pipelines to initiate actions based on document events within minutes. The platform also allows exports in various formats such as JSON, CSV, XML, and UBL, and offers easy integration with your current tools, requiring minimal setup to get started. Additionally, Well's user-friendly interface ensures that even those without technical expertise can effectively manage their financial data.

Querri is an innovative data analytics platform powered by AI, aimed at simplifying data collaboration by allowing users to connect, clean, analyze, and visualize their data seamlessly in a unified environment. With its intuitive natural-language interface, users can pose questions in straightforward English and receive immediate visual responses. The platform also boasts automated tools for data cleansing and ingestion that efficiently manage messy or varied file types such as CSV, Excel, JSON, and Parquet, as well as cloud storage solutions like Google Drive, OneDrive, and Dropbox, allowing users to begin their analysis without any hold-up. A user-friendly drag-and-drop dashboard builder facilitates the rapid generation of shareable reports, while integrated support for various spreadsheets and business applications, including Excel, Smartsheet, QuickBooks, and Airtable, enhances functionality. Additionally, Querri provides white-label options, enabling users to integrate or customize the analytics engine within their own products, thus offering a tailored experience for their clients. This versatility makes Querri a powerful tool for businesses looking to leverage data effectively.

ReturnPro delivers a comprehensive returns-management platform that encompasses everything from customer-initiated returns to reverse logistics, ultimately facilitating resale and recycling, which allows retailers, brands, and marketplace sellers to convert returns into a source of value rather than merely a cost. The solution includes omnichannel return initiation options such as ecommerce, in-store, and drop-off, along with advanced AI-driven decision-making for disposition strategies like restocking, refurbishing, and liquidating products. Additionally, it incorporates tools for enforcing vendor agreements and policies, fraud detection mechanisms, and automated routing and processing through distribution centers, all while integrating ReCommerce marketplaces to enhance recovery rates and promote sustainability. With specialized reverse-logistics hubs and a customizable portal, ReturnPro streamlines returns routing, employs a warehouse management system tailored for reverse flows, and provides analytics on cost, time, and margins. This end-to-end SaaS and supply chain solution not only helps in minimizing overhead costs and expediting inventory turnover but also significantly increases revenue from resales. By leveraging such innovative approaches, ReturnPro positions itself as a leader in optimizing the returns process for various businesses.

Relay is a comprehensive online banking and financial management solution tailored for small enterprises, enabling them to maintain complete oversight of their cash flow through an integrated system for banking, expense tracking, bill payment, invoicing, and financial automation. This platform allows users to set up as many as 20 distinct checking accounts and two savings accounts, issue both physical and virtual debit or credit cards equipped with spending controls, and facilitates the sending and receiving of payments through various methods such as ACH transfers, wire transfers, and checks, including deposits from services like PayPal, Stripe, or Square. Additionally, Relay empowers businesses to categorize their income and expenses effectively, automate account transfers either by fixed dollar amounts or percentages, and manage fund allocation for taxes, payroll, savings, or profits automatically. The platform also enhances billing processes and vendor transactions by allowing users to upload or email their bills (or sync directly from accounting software), implement customizable approval workflows, and execute payments via ACH, wire, or check right from within the system. By utilizing Relay, small businesses can streamline their financial operations and improve overall efficiency in managing cash flow.

Lumber is a comprehensive, AI-driven platform designed for managing construction workforce operations, enhancing payroll, time tracking, recruitment, compliance, safety, productivity, and back-office functions for construction companies. This platform consolidates essential operations, including payroll processing that accommodates certified payroll, prevailing wages, and compliance with multi-state and union regulations, as well as tax filing and worker-compensation documentation; time tracking and attendance management accessible through mobile devices, tablets, or kiosks—with features such as geofencing, photo verification, offline capabilities, and foreman approvals; and job and labor cost monitoring linked to hours worked. Additionally, Lumber features real-time dashboards that provide insights into crew performance, task progress, equipment utilization, and budget management. In terms of hiring and human resources, Lumber includes an applicant-tracking system that enables job postings across more than twenty platforms at once, automates the screening of candidates based on necessary skills and licenses, and streamlines onboarding processes through digital documentation, benefits management, and credential verification. This multifaceted approach not only improves operational efficiency but also ensures that construction firms can focus on their core activities while maintaining compliance and enhancing workforce productivity.

Droptop is an advanced, cloud-driven platform for managing oil changes and automotive services that operates on any device, aiming to streamline shop workflows by enabling users to invoice, schedule appointments, scan VINs, access OEM recommendations, and handle integrated payments—all from a single interface. It facilitates real-time collaboration across multiple devices, allowing technicians to simultaneously work on the same order, and provides smooth integrations with various vehicle data sources, CARFAX license plate searches, parts catalogs, QuickBooks Online, and marketing tools. Droptop is equipped with a comprehensive suite of features, such as quoting and invoicing, appointment scheduling, dispatching, data dashboards, reporting tools, inventory management with purchase order capabilities, as well as customer and fleet oversight, time clock functions, VIN and UPC barcode scanning, and invoice payment links. Additionally, the platform boasts a customizable scheduling application that empowers customers to book and pay for their appointments independently, while also offering features like live bay displays, precise compatibility information for fluids and parts, service history tracking, and detailed inspection lists. This all-in-one solution ultimately enhances the efficiency and productivity of automotive service operations, allowing businesses to deliver superior customer experiences.

Restoke is a restaurant operations platform powered by AI that enhances and automates back-of-house processes, enabling establishments to improve efficiency, minimize expenses, and lessen manual workloads. The platform features real-time food costing that adjusts menu item prices based on supplier changes, provides immediate visibility into profit margins, and offers inventory management that keeps track of stock levels in relation to recipes and POS data. Additionally, it includes tools for ordering and procurement that assist operators in maintaining ideal stock levels, generating supplier orders dynamically, and minimizing waste. Furthermore, Restoke utilizes AI for invoice management, automatically analyzing emailed or photographed invoices, breaking them down into line-item data, and syncing with accounting software to facilitate easier bookkeeping. It also provides restaurant intelligence through dashboards and trend insights, along with a Copilot-style assistant for rapid inquiries and analytics, and incorporates team management functionalities such as procedures, prep lists, and training resources. This comprehensive suite of features not only simplifies restaurant operations but also empowers staff to focus on delivering excellent customer service.