Best Finance Software with a Free Trial of 2026 - Page 30

Captools Company licenses Captools/net (TM) investment portfolio tracking management software for independent broker-dealers, private financial advisors, investment advisor reps, private equity, fund managers, family offices, and independent wealth managers. Our encrypted, cloud based financial accounting software for selective data analysis allows your investment team to keep a private, independent record of your firm's investment performance with customized reporting for your clients. We perform this financial software support for customers worldwide, meeting a user tailored array of market, regulatory, and risk adjusted needs to help serve your optimal investment strategy.

Engage, Maintain, and Satisfy Subscribers with BeQuick BSS/OSS for Mobile. Elevate your service confidence and ensure customer satisfaction through streamlined account management. Facilitate a user-friendly environment where customers can easily oversee their accounts. Proactively connect with subscribers to boost sales opportunities or remind them about essential account details. Transform your billing support system into a powerful asset, eliminating the need to rely on outdated systems for accurate billing. Gain clarity on the charges your subscribers incur for your products and services, and trust that your invoices and statements reflect precise information, enabling you to deliver exceptional customer service effortlessly. By implementing these strategies, you not only enhance customer loyalty but also create a seamless experience that sets you apart in the market.

With out-of-the-box business intelligence, your team can effortlessly identify trends and address issues in real-time. You can analyze sales and margins based on various factors such as customer, item, salesperson, type of customer, brand, supplier, class, location, and tracking code, as well as make comparisons to previous periods or years. Additionally, you can monitor inventory levels in relation to recent sales data to effectively manage reorder processes. Choose from pre-existing reports or customize any of these key metrics to fit your needs. Once you’ve tailored your report, you can save it for future use, share it with colleagues, or set it up for automatic email delivery on a daily, weekly, or monthly basis. You can also budget for jobs monthly or over the entirety of the project while comparing actual expenses to the planned budget. Furthermore, managing job work-in-progress and estimates to complete is simplified with the inclusion of outstanding purchase orders and sales in jobs reports. If you are overseeing divisions, cost centers, or multiple companies, there are numerous reporting options available to support your needs. Generate profit and loss statements categorized appropriately, merge multiple company files, or create custom lists linked to general ledger accounts to produce detailed divisional P&L reports, ensuring you have a comprehensive view of your financial performance. This level of flexibility allows businesses to adapt their reporting structures as they evolve.

Addsum Advanced Accounting software can be modified, inexpensively priced, and expanded (from one PC user to dozens on your Windows network) for retail, wholesale, and distribution industries. It includes point of sale (POS), bill-of-materials (BOM), job costing, integrated credit card processing, strong sales order, quotes and single or multilocation inventory control, accounts receivables, accounts payables, general ledgers, accounts payables, payroll and other modules. It is based on previous releases dating back to the 1980's. It has stood the test the test of time. Join thousands of other users who use Advanced Accounting to manage their small- and medium-sized businesses.

eXprts offers much more than just a system for processing invoices and managing expenses; it serves as a comprehensive solution for various challenges in wireless management. Our platform is built upon a fully automated engine that handles invoice processing, validation, and audits, while also incorporating a wide array of integrated features designed to alleviate the complexities your company may face. Among these features is a reliable Web 2.0 procurement portal that seamlessly aligns with your current approval workflows and business operations. Additionally, when devices arrive at your location, our inventory and arrival tracking tool ensures that your commitments to end-users are fulfilled, allowing you to maintain your own device pools and significantly reduce procurement times from days to mere hours. Furthermore, our extensive suite of software and services for managing Market Data entitlements, inventory, and invoices acts as a single-source solution, streamlining the often overwhelming tasks associated with procurement, management, and cost control related to market data. This holistic approach not only enhances productivity but also provides peace of mind by simplifying the entire process.

AdvantageLaw stands out as the cost-effective, comprehensive solution for all the business requirements of law firms. Since its inception in 1981, AdvantageLaw has pioneered innovative offerings tailored for legal practices, as well as corporate and governmental legal departments. Established in California by talented software developers from Silicon Valley, our journey began with an ABA-approved legal software system, and we have consistently enhanced our software’s capabilities, serving hundreds of happy clients along the way. Our commitment to excellence has allowed us to support numerous law firms across the nation, and we take pride in the fact that many of our clients have relied on AdvantageLaw for over twenty years! We invite you to explore our competitive pricing and read the glowing testimonials from our dedicated customers. I wholeheartedly endorse this product for any legal practice and believe it is equally beneficial for various service-oriented businesses seeking a comprehensive solution. With our ongoing dedication to customer satisfaction, we look forward to continuing our support for law firms well into the future.

Introducing an all-encompassing Restaurant POS System integrated with a comprehensive Business Accounting System. Whether you run a bustling full-service restaurant or a quaint coffee shop, we have the ideal point of sale solution tailored to your establishment. Our system comes packed with essential features such as loyalty programs, gift card processing, inventory management, time tracking, payroll capabilities, and a robust accounting framework, ensuring we deliver the most comprehensive solution at an exceptional value. This software is complimentary when paired with any of our Restaurant POS hardware systems. We provide a diverse selection of customizable Restaurant POS hardware, ranging from single-station setups to extensive multi-station configurations complete with Back Office computers. Our industry-standard systems combine unmatched value and dependability, setting the stage for success. This journey begins here—versatile enough to accommodate any menu while remaining user-friendly for everyone. With powerful capabilities that are both intuitive and easy to master, our system is designed to elevate your business operations. Moreover, our commitment to customer satisfaction ensures that you will have the support you need every step of the way.

Timeslips allows you to capture billable hours, increase profitability and create professional invoices for your company. Sage Timeslips has been helping organizations deliver timely and accurate billing for over 30 years. It's now easier than ever to track your billable hours. Our time tracking software allows you to work seamlessly by using multiple time entry methods. Automately assign rates to certain tasks or employees. With a single click, you can generate detailed reports for all areas of your business. You can manage your team's productivity and ensure profitability by creating detailed reports for all areas of your business with over 100 predefined timeslips reports. You don't have to wait until you get back to your desk to record time and tasks, or even start a file for a new client. Sage Timeslips eCenter creates time slips online or on a mobile device in real time. Giving clients direct access to their accounts will help them serve you better.

Descartes Zangerine is a scalable, cloud-based solution built to help small and medium-sized distributors manage their entire ecommerce and warehouse operations from a single platform. It eliminates reliance on spreadsheets and disconnected systems by combining inventory control, order fulfillment, purchasing, barcode scanning, and kitting/BOM management into one cohesive workflow. Whether you sell on Shopify, Amazon, or your own site, Zangerine ensures real-time synchronization across every sales channel. With built-in QuickBooks and third-party integrations, your accounting, purchasing, and logistics all work together seamlessly. Zangerine’s automation dramatically reduces fulfillment time, prevents stockouts, and improves order accuracy—helping you deliver better customer experiences. The platform is tailored for flexibility, adapting to your unique business processes and scaling effortlessly as your company grows. Its intuitive dashboard gives you instant visibility into key metrics, streamlining decision-making and cutting down on manual tasks. For distributors ready to modernize, Zangerine transforms the complexity of ecommerce into a single, unified growth engine.

Acceptiva empowers nonprofits to process payments for diverse needs anytime, ensuring a smooth, secure, and cost-effective experience. In 2020, the company became part of Qgiv, a prominent name in the realm of digital fundraising solutions. This acquisition has enabled clients to utilize a broader array of intuitive fundraising options, such as peer-to-peer fundraising, text donations, and auctions, along with efficient CRM integrations that save valuable time. Users can effortlessly retrieve all transaction information, whether by specific forms or across multiple submissions. They can modify transactions, recharge donors or payers, organize data on-screen, and export it in formats like Excel, CSV, or PDF, while also generating tailored reports for future reference. Access to these reports can be managed through permission settings, allowing for customized viewing options based on report types. With comprehensive oversight of funds management reporting, users can ensure accuracy and transparency. For any inquiries, modifications, or assistance, customers can reach out to our dedicated support team via phone or email, and we also offer complimentary training sessions. Additionally, we provide special pricing for select groups or members, enhancing the value of our services. This commitment to support and accessibility makes Acceptiva a trusted partner for nonprofits in achieving their fundraising goals.

Experience is crucial when managing construction loans that are not only safe but also efficient and profitable. Land Gorilla stands out as the unique construction finance software provider that actively utilizes its proprietary technology on a daily basis for overseeing construction loans. Our pace of innovation significantly outstrips that of typical software developers, ensuring our clients gain early access to cutting-edge technological developments in the industry. By adopting our solutions, you can offer transformative product experiences that will impress your customers and reduce the expenses associated with construction loan management. Embrace this opportunity to enhance your services and stay ahead in the competitive market.

Jetpack Workflow, a workflow management tool, helps businesses standardize and track their processes. This allows them to do more work and prevents tasks from falling through cracks. We have over 16K clients worldwide and help business owners meet deadlines, track their team progress, and grow their practices without worrying.

AccountEdge for Mac and Windows is a powerful accounting software that's easy to use. Invoicing Create and send customer invoices for products, services, or time and track payment status on open sales. Expenses  Managing purchases and expenses helps you track your inventory and overhead costs. AccountEdge enables you to manage your vendors, payments, and recurring transactions.  Banking  Banking helps you manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze.  Payroll Your employees are your most important asset, and maintaining compliance by tracking their pay, accruals, and expenses is critical to your business. With our optional payroll service, you'll always be on the latest payroll tax tables for accurate processing.  Inventory Inventory tracking helps you manage your items and services and track their stock by location to ensure you have enough products on hand or on order to help fulfill customer requirements.    Accounting  Your chart of accounts is at the core of your financial reporting. Maintain your general ledger and budgets, create financial reports to help you monitor your business, and make informed decisions. 

The AuricVault® tokenization service protects your critical financial and personal information by securely storing that data and substituting it with a token. These tokens consist of random combinations of letters and numbers that bear no correlation to the actual stored data. Even if someone were to obtain all your tokens, they would still be unable to access any of your sensitive information. This process of tokenization achieves what is known as data separation, which ensures that no single entity possesses all the data at once. Auric's tokenization solution allows for granular permissions, enabling one or more authorized parties to access the sensitive tokenized information. Depending on your specific business model, implementing the AuricVault® tokenization service may also help to keep your systems and servers outside of PCI compliance requirements. By utilizing this service, we assist businesses in safeguarding billions of dollars and facilitating millions of transactions in a secure, efficient, and straightforward manner. Ultimately, our commitment is to bolster your security posture while simplifying the complexities of data management.

Aiosell is an innovative software solution aimed at enhancing hotel occupancy and boosting sales. It stands out as the sole hotel software that incorporates fully-integrated technology, streamlining all hotel-related services into one cohesive system to improve efficiency and minimize expenses. With 24/7 dynamic pricing capabilities and a wide array of products, Aiosell empowers hoteliers to attract more customers throughout the year, significantly enhancing both revenue and reputation. The software has proven to be beneficial for hotels of various categories, including five-star resorts, three-star establishments, and independent homestays, helping them to improve operations while simultaneously lowering costs. Charges for using Aiosell are applied on a monthly basis for each property, with a one-time fee of USD 100 for OTA registration. Additionally, the variable fees for the Booking Engine are based solely on direct bookings made by customers. Analytics and reporting features are integrated into the Revenue Management System, and Aiosell’s automated revenue management utilizes AI technology to assist in setting and maintaining optimal room pricing. This comprehensive approach not only simplifies the management process for hotel operators but also maximizes their profitability.

With the invoicing module, your invoices are created automatically as your production advances. This feature helps prevent delays in payments by sending alerts to monitor any outstanding invoices. Utilizing OOTI's financial analytics, you can oversee your budgets, expenditures, and profitability in real-time. Additionally, automated financial projections from your projects empower you to anticipate trends and make well-informed choices. The project and resource management system offers a comprehensive overview of your company's planning schedules and project timelines, along with a thorough analysis of the time allocated to each project. Designed specifically for your industry, this all-encompassing solution allows you to smoothly navigate essential modules such as opportunities, projects, resources, invoicing, and finances. You’ll gain insights from detailed financial analyses and forecasts, guiding you to make informed decisions for your business’s future. By automating your invoicing processes, you ensure compliance and efficiency, generating invoices in accordance with project milestones and progress. This streamlined approach not only saves time but also enhances overall operational effectiveness.

Keep an eye on your Stripe and PayPal accounts directly from your menu bar with CashNotify, an application compatible with both Mac and Windows. The icon's hue will notify you whenever there are updates in your accounts, making it incredibly convenient to use. No longer do you need to maintain an open browser tab for your payment platforms; simply click on the menu bar icon or notification for instant access. After entering your API keys during the initial setup, you won’t have to re-enter your credentials again. The app features a graph displaying your net revenue or total payments over a specified period, and you can expand any event with a click to view further details, including customer information and associated transaction fees. Additionally, if applicable, any application fees will be shown here as well. You can also link multiple Stripe and PayPal accounts to see a consolidated view of their revenues on the main dashboard, providing a comprehensive overview of your financial activities in one convenient location. Enjoy the simplicity and efficiency that CashNotify brings to managing your payment accounts effortlessly.

Expend is revolutionizing the way companies handle their expenses and financial management. Wave goodbye to the hassle of juggling various applications, logins, and subscription services. Embrace an AI-driven era that eliminates administrative burdens and inaccuracies in data. With our top-tier expense management platform, you can consolidate your processes, streamline operations, and save money. Expend is here to take care of all your business expense needs—everything you need, all in one place. Recognizing that every business has unique requirements, we not only offer our innovative Expend Mastercards but also cater to every form of payment. Additionally, we've streamlined the process of importing or creating custom categories, tax types, and security protocols tailored to your organization. You can also invite your accountant to assist with your Making Tax Digital (MTD) filings, allowing you to reclaim more VAT effortlessly. Moreover, transitioning between multiple businesses is a breeze for accountants and managers, as they can do so with just a single login, enhancing efficiency and convenience. With Expend, managing finances has never been easier or more efficient.

Factorial is a top-rated business management software for small businesses because it strikes the perfect balance between powerful features and ease of use. According to users, our platform stands out for its: Intuitive interface Reliable customer support Scalability across international teams

AutoEntry streamlines the data entry process by efficiently capturing invoices, receipts, expenses, and statements directly into your accounting software. This means you can say goodbye to the tedious task of entering this information manually. The platform extracts the necessary data and seamlessly integrates it into your accounting package. With your information securely stored in the cloud, there is no longer a need to manage, file, print, or duplicate physical documents. The automatic publishing feature ensures that verified data is transferred smoothly into your accounts software. You can even submit invoices, receipts, and expenses conveniently using our mobile app available for both iOS and Android. Whether you forward emails from your suppliers, take photos of receipts, or scan and upload documents through the website, the process is straightforward. All data is carefully processed and validated, applying established Supplier, Tax Code, and Category rules. Our additional features guarantee the easiest possible integration with a wide variety of cloud and desktop accounting packages, enhancing your overall efficiency. Embrace the future of accounting with AutoEntry and reclaim your time for more valuable tasks.

Software to manage your job opportunities. You can assign jobs to your engineers and schedule your customers' work. Automatically generate job-sheets. Engineers can update jobs using our iPhone or Android app.

EncryptRIGHT simplifies the application-level data protection by separating data protection policies and application programming. This allows for a complete separation between information security, application programming, and data security. EncryptRIGHT uses a Data Security Governance approach to define and enforce how data is protected. It also determines who can access the data and what format it will take once access is granted. The unique Data-Centric Security Architecture allows information security professionals to create an EncryptRIGHT Data Protect Policy (DPP) and bind it to data, protecting it no matter where it is stored, used, moved, or stored. Programmers don't need to be experts in cryptography to protect data at the application level. They simply configure authorized applications to call EncryptRIGHT to request that data be appropriately secured or unencrypted according to its policy.

In just a few clicks, you can capture expenses, add receipts and allowances to your account, create mileages, import credit card transactions, and even create receipts. You can review and approve the expenses of your team anywhere, anytime. Our system will automatically process compliant items while you manually control exceptions. For a happier workforce, you can quickly and accurately reimburse your employees. Our optical character recognition (OCR), extracts data from receipts and you can add it if needed. Our Google Maps integration calculates the correct distance to reimburse mileage. Mobilexpense will automatically receive all credit card transactions thanks to the integration with credit card providers. To optimize effort and cost, orchestrate approvals. Make the most of our automation tools and sampling solutions.

Note: RT QuickBooks is being discontinued effective 16th August 2023. Existing customers will continue to receive active support until 16th February 2024. The plugin will remain available for purchase, but as an as-is, one-time payment solution, and its use will be at the customer's own discretion. The plugin is compatible with SugarCRM 9 as of its last release. RT SugarStripe makes it easy to manage financial matters in Sugar. RT SugarStripe seamlessly integrates Stripe and SugarCRM, making it the ideal companion for your company. You can manage or track payments while having greater flexibility and convenience. We have integrated the Invoices and payments module with SugarCRM's Opportunities, Accounts, Quotes and Quotes modules to create a seamless and consistent experience for all our clients. All payment-related notifications can be configured and received in Sugar. You can leverage real-time reporting to avoid the hassle of having to go through unorganized payment information. Payment processing support for 135+ currencies means that prices can be easily displayed in your native currency, increasing sales and avoiding conversion fees.

AccountsFlow is an entirely automated E-Invoicing solution tailored for restaurants, retailers, and various businesses that struggle with the monotonous process of entering SKU and inventory data. Manually inputting hundreds of invoices from numerous suppliers can take up a significant amount of your valuable time. With AccountsFlow, you can effortlessly load all supplier invoices, complete with detailed item information, directly into your POS or inventory system, allowing you to verify pricing, quantities, and rebates while securely storing invoices. By downloading our informative guide, you can discover how to utilize the Eisenhower Matrix to efficiently prioritize your responsibilities as a restaurant manager. With this system, your suppliers' invoices are instantly integrated into your POS or Inventory system without the hassle of taking photos, manual data entry, or scanning, ensuring a fully automated experience that is as it should be! It accurately captures all invoice details, enabling you to quickly identify any overcharges. This seamless integration connects directly from your suppliers' systems to your POS or inventory setup, transforming the way you manage invoicing and inventory. Take control of your time and efficiency with AccountsFlow, and watch your operations streamline like never before.