Best Finance Software with a Free Trial of 2026 - Page 69

FormX is an API that extracts structured data from physical documents. It eliminates the need to enter data by understanding documents using the most recent AI technology. The API can capture data such as receipts, bank statements, identity documents, forms, licenses, certificates, and other documents. The web portal allows users to train their custom models. Its clients include Shopping Malls that want product line items extracted from receipts in order to suggest better offers to customers. Private & Public Agencies also use it to expedite the COVID-relief approval by automatically verifying name and address from bank statements.

CloudOffix provides businesses with a fully integrated and automated platform to manage their business operations. This all-in one platform focuses on bringing customer experience, employee experiences, user experiences, and digital experience together, making it easier for business to improve communication and collaborate and provide a seamless service for both employees, and customers. CloudOffix offers a variety of products, including -Sales Cloud Marketing Cloud Cloud Ecommerce Invoicing Cloud -HR Cloud Cloud Help Desk Project Cloud { -Social Cloud|Social Cloud}

Sellerocket is the ultimate platform for cloud resellers as well as independent software vendors (ISVs) to manage their subscription billing and marketplace. It allows seamless automation of billing, provisioning and billing of cloud services and B2B applications. Sellerocket has the potential to address the most difficult issues related to billing and subscription management. Key Features Multi-Disti Connect Ready-to-go Marketplace Catalog and Category Configurator Automated billing Automated Provisioning Integrations with Payment Gateway Sales Management Support Ticket Management Smart dashboard Margin and Pricing Management Email templates

KlearStack automates invoice processing without the need for templates and eliminates the tedious task of manually entering unstructured documents. Our mission is to automate tedious manual processes and tedious data entry so that humans can be freed up for more creative and intelligent tasks. Organizations can use unstructured data to gain competitive advantage. This is done by unlocking the useful information in semi-structured and unstructured documents. KlearStack's AI provides the best solutions to automate these processes that involve unstructured data. Invoice Automation Automate your Purchase Order Receipt Capture Consumer Durable Loans Multi-Vendor Trade Finance Process Automation Two-wheeler Loan Automation Autonomous Loan Process for Used Cars Our proprietary template-less AI/ML technology means that you no longer need to spend hundreds of hours designing and maintaining templates. Increase productivity by up to 200

CREmodel offers an analysis of various property types, including multifamily residences, shopping centers, industrial sites, office spaces, and mixed-use developments. This versatile Excel-based financial model for real estate is designed with a user-friendly modular structure, making it accessible yet robust for commercial real estate investments. The comprehensive proforma template is ready for use, requiring only data entry to function effectively. It accommodates a wide range of commercial real estate projects, ensuring clarity and organization in its spreadsheets, which are easily understood by both banks and investors. This reliable modeling software eliminates calculation errors, providing confidence in financial assessments. Being an Excel template, it affords users extensive flexibility to tailor their analysis. Its intuitive design not only simplifies input but also efficiently computes essential metrics such as return on investment (ROI), internal rate of return (IRR), and net present value (NPV), making it an indispensable tool for real estate professionals. Overall, CREmodel stands out as an essential asset in navigating the complexities of commercial real estate investments.

Pure Cash Tracker was built from the ground up as an intuitive invoicing and expense tracking app that helps contractors, sole traders, and freelancers keep track. Pure Cash Tracker makes it easy for clients and customers to create invoices, receipts and expenses, and then send them to their customers and clients. Pure Cash Tracker will also keep track all sales taxes, making it easy for you to report. Pure Cash Tracker reports are easy to find and get the information you need to see how your business is doing. Pure Cash Tracker allows you to request notifications to the app on the days expenses or invoices are due to customers if they are not paid. You can also use home screen widgets to see upcoming expenses and invoices so you are always on the pulse of your business.

Uniconta is engineered for seamless integration, creating synergies with Microsoft technologies. It is tailored to easily and effectively merge into your cloud-based IT ecosystem. While Uniconta can serve as a conventional ERP system, it is fundamentally a modular and adaptable solution that facilitates straightforward customization of fields, indexes, and screen layouts. It enables management of costs, revenues, work in progress, and hourly consumption for individual projects, ensuring comprehensive oversight. The purchase module is specifically designed to monitor orders for goods and services from suppliers. Additionally, it significantly enhances both the General Ledger and Inventory modules, providing a more robust financial and inventory management system. Elevate your engagement with potential clients using our CRM system, which streamlines customer relationship management. Furthermore, it oversees production while offering a clear view of the production BOMs that are currently in progress, thus enhancing operational efficiency.

Introducing a comprehensive solution for Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance throughout the customer lifecycle, ClearDil serves as a robust platform designed to facilitate regulatory adherence. This platform features an API, mobile SDK, and web application that empower organizations to conduct thorough verifications of individuals and businesses against global sanctions lists, watchlists, and databases of politically exposed persons (PEPs). Additionally, ClearDil offers services such as alias checks, criminal record assessments, court judgment reviews, document validations, and much more. With an all-in-one system, institutions can effortlessly fulfill their AML and KYC obligations using an extensive KYC/AML API tailored for various sectors including Payments Wallets, Lending, Cryptocurrency, Initial Coin Offerings (ICOs), and Remittance Services. The solutions are crafted to allow businesses to fully automate their KYC and AML compliance processes, enhancing efficiency and accuracy. ClearDil's cloud-based platform is scalable, making it suitable for organizations of any size. Furthermore, the readily available Onboarding KYC Flow is designed to seamlessly integrate identity verification and AML checks into your existing systems. Overall, ClearDil stands out as an essential tool for businesses aiming to navigate the complexities of compliance effectively.

Titaniam provides enterprises and SaaS vendors with a full suite of data security controls in one solution. This includes highly advanced options such as encrypted search and analytics, and also traditional controls such as tokenization, masking, various types of encryption, and anonymization. Titaniam also offers BYOK/HYOK (bring/hold your own key) for data owners to control the security of their data. When attacked, Titaniam minimizes regulatory overhead by providing evidence that sensitive data retained encryption. Titaniam’s interoperable modules can be combined to support hundreds of architectures across multiple clouds, on-prem, and hybrid environments. Titaniam provides the equivalent of at 3+ solutions making it the most effective, and economical solution in the market. Titaniam is featured by Gartner across multiple categories in four markets (Data Security, Data Privacy, Enterprise Key Management, and as a Cool Vendor for 2022). Titaniam is also a TAG Cyber Distinguished Vendor, and an Intellyx Digital Innovator for 2022. In 2022 Titaniam won the coveted SINET16 Security Innovator Award and was also a winner in four categories for the Global Infosec Awards at RSAC2022.

Macabacus is the best productivity and brand compliance tools available to help you create better presentations and models faster in Microsoft Office. These tools are essential for consultants and power finance users. Power users can use these tools to address common problems and make it easier to build financial models. Visually identify inconsistencies and errors in your models that could lead to costly mistakes. You can quickly create complex charts, check brand compliance, add components, and much more. To improve Excel's stability and performance, declutter and reduce spreadsheet file sizes. Synchronize the table of contents and section slides/shapes to allow you to focus on the content. You can quickly align, resize, or otherwise manipulate shapes without the need for tedious manual adjustments.

All of our products can be used together to provide financial services. You can also choose to use just a few applications. Most of the products can be used separately or integrated with other systems via JSON API (JSON). The configuration layer and CRM are the two main components of the tool. The configuration section is responsible for managing customer service, lending processes, products, workflows, and other related tasks. The CRM component allows customers to open accounts, create applications, communicate with them, and make payments. The Banking solution can be used in conjunction with other applications (see below).

SmartAccounts software allows you to effortlessly generate invoices, oversee your purchases, compute salaries, and manage your fixed assets and inventory, all with a user-friendly interface. In addition to offering top-notch accounting capabilities, if you require assistance with your finances or are considering hiring an accountant, we encourage you to explore our partner options. You can issue invoices to your customers directly from SmartAccounts and monitor your cash flow conveniently from the dashboard on your homepage. Furthermore, the software enables you to generate quotes and send them to your clients seamlessly. To manage your deliveries, utilize purchase orders effectively. SmartAccounts offers extensive integration possibilities, allowing you to connect your online store with your accounting system or use it alongside Scoro business management software, providing you with endless opportunities to streamline your business operations. The versatility of SmartAccounts makes it an essential tool for any business looking to enhance efficiency.

InfoSuite is a comprehensive software solution designed for business intelligence and financial planning. Our platform streamlines the processes of budgeting and forecasting, allowing you to strategically plan your business's future based on insightful data. As a provider of innovative software for business intelligence, budgeting, and performance management, InfoSuite empowers you to digitize your business operations, delivering crucial insights and reliable information to support your decision-making. By integrating our unique software products with the specialized advisory services offered by our knowledgeable consultants and trusted partners, we create tailored solutions that address real business challenges while aligning with your company’s goals and culture. In a landscape where technology, markets, and competition are continuously changing, many businesses struggle to keep up. We assist organizations in harnessing essential data at the core of their operations, enabling them to refine processes, enhance services, and capture greater market share. Our commitment to adapting to these evolving demands ensures that your business remains competitive and forward-thinking.

AI-native accounting software that handles your accounting automatically! Join thousands of founders, small businesses, and accountants who rely on Digits—the first platform to deliver comprehensive, end-to-end financial management for the AI age. Digits’ cutting-edge Autonomous General Ledger® (AGL) takes over manual bookkeeping, so you can keep your focus on growth. Trained on over $825B+ in transactions, Digits instantly understands and categorizes your finances with exceptional accuracy. Get immediate, real-time views of your revenue, burn rate, available cash, and major financial patterns, empowering you to respond with agility and confidence. Plus, integrated Invoicing and Bill Pay streamline your operations, automatically syncing every dollar in and out, with no manual entry or clunky add-ons required. See what modern accounting can do—try Digits free today 👉

Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization, accounting and CRM for hedge fund of funds and multi-asset investment portfolios. With more than 500,000 financial instruments covering alternative investments, CTAs, mutual funds, ETFs and global equities Risk Shell is capable of constructing many multi-asset portfolios.

Enhance the efficiency of even the most intricate closing cycles while ensuring compliance with regulatory demands and financial reporting criteria. The SAP Financial Closing cockpit allows users to boost productivity through centralized oversight and improved automation. By accelerating and refining accounting close procedures, this tool employs event-driven execution integrated seamlessly with SAP's financial solutions to automate various closing activities. It fosters effective collaboration among task owners via a user-friendly cockpit interface. Additionally, it keeps a comprehensive record of all financial closing tasks, including their histories and the individuals who executed them. Users can monitor closing processes at every phase, encompassing manual steps, transactions, programs, jobs, workflows, and remote tasks. With straightforward configuration and robust administrative tools, the implementation of the SAP Financial Closing cockpit is swift and efficient. Furthermore, it enables organizations to adopt a template-driven approach that standardizes closing processes in alignment with industry best practices for optimal results. Embracing this system ensures a more cohesive and streamlined financial closing experience.

What is Invoice Maker by Saldo Apps? Invoice Maker is a complete solution for creating invoices and estimates, reporting, receiving payments and managing a business. It allows you to create forms, fill in templates, send paperwork and accept payments from wherever you are. It's a great tool for freelancers, contractors and the self-employed. It can streamline the paperwork so you can focus on what is important - providing first-class service to your customers. Main Invoice Maker features: - convenient generator to create estimates and invoice; - pre-made templates that include all the required fields; - compatibility with major platforms; - templates customization; - popular payment methods; - 3-day trial period. Invoice Maker saves time and keeps you organized and productive.

COVALYZE enhances your entire strategic procurement workflow, encompassing everything from managing demand to evaluating RfPs. Utilizing COVALYZE equips you with a superior category dataset that includes all technical business specifications in an organized manner. By merging intricate business specifications with supplier pricing, you will uncover fresh insights into your category data, such as identifying which business features influence pricing, ways to minimize article variations, and much more. Don't miss the chance to experience it firsthand—schedule a free demo session today! COVALYZE serves as an essential platform for OEMs and large-scale manufacturers aiming to reduce the costs associated with sourced components and services while improving their time to market. Furthermore, COVALYZE consolidates crucial information for your negotiations in one convenient location, highlighting component feature prices, identifying overpriced items, and revealing high-priced suppliers, among other valuable insights. This comprehensive approach ensures that you have all the necessary information at your fingertips to make informed decisions.

You can produce checks using either blank check stock or regular paper, allowing for flexibility in your printing options. Checks can be generated for customers through various methods such as fax, phone, or email, without the necessity for specialized toners or magnetic ink. With the capability to print checks for more than a thousand different accounts, you can effortlessly switch between accounts with just a click of your mouse. The system allows for printing checks in both personal and business formats while maintaining a comprehensive record of every account, including online debits. By utilizing Instant Check printing software, you can conveniently accept customer payments through phone calls, online transactions, faxes, or emails. This means you can print your customer's check and deposit it immediately, eliminating the wait for the mail or relying on your clients to remember their payments. Instant Check offers customization options, allowing you to incorporate your logo, add a second signature, or include a "Void after xx days" notice, all while using blank check stock. Moreover, you have the creative freedom to design checks with a personalized background and print them on plain paper. Additionally, you can create blank checks that only feature the magnetic numbers on the bottom, making them compatible with popular accounting software like Quicken, QuickBooks, and Microsoft Money. This comprehensive approach to check printing ensures that you have all the tools necessary to manage your financial transactions efficiently.

Ideal for entrepreneurs, accountants, and personal use, this service accommodates various check formats—top, middle, or bottom—accepted by over 8000 banks and financial institutions. It provides both blank and voided check templates, enabling you to print checks online in mere seconds while incorporating built-in security measures to combat fraud. You can print on any template or plain white paper to suit your business requirements, utilizing a user-friendly drag-and-drop editor for effortless check creation. Enjoy automated detection of counterfeit checks and reliable encoding options that comply with national banking regulations, including proper placement of account numbers at the check's bottom. Eliminate the hassle of in-person deliveries; simply email checks directly to your clients. With the ability to effortlessly generate an unlimited number of checks at no additional cost, just input the essential details, select your bank account, and hit the generate button. We also provide a range of sophisticated tools designed to enhance the ease of managing your financial transactions, ensuring a seamless experience every time.

NovoPayment’s platform, powered by APIs, offers rapid solutions for digital banking, payments, and card services. Whether you're initiating a new venture, upgrading existing offerings, or broadening your reach across various markets, we equip you with essential onboarding, a digital core, and direct local integrations to maintain agility. Our Visa and Mastercard prepaid, debit, and credit solutions are designed to support the deployment of programs tailored for consumers, small to medium-sized businesses, or corporate clients. With our native and embedded APIs, you can effectively launch both physical and digital card programs backed by robust issuing infrastructure. Users can manage their digital multi-currency accounts in real time, tapping into a range of wholesale FX rates and service providers within our network. We facilitate the instant issuance of virtual and physical cards, catering to both open and closed-loop program requirements tailored to your specific use cases. As payments fuel the growth of successful businesses, we offer a comprehensive suite of payment tools that are essential for navigating the digital economy. With our innovative solutions, you can stay ahead in a rapidly evolving financial landscape.

Proven has gained the trust of leading Tier 1 VC firms in Silicon Valley. Selecting the optimal companies to collaborate with should be straightforward, and Proven facilitates this by fostering communities of reliable vendors and suppliers that enable your portfolio to make quick purchasing decisions. Our platform allows you to suggest pre-vetted vendors to your portfolio companies effortlessly, eliminating the hassle of discovering vendor incentive perks. The dashboard is designed with one-click redemption and perks tracking for your convenience. With Proven, you can clearly demonstrate the savings achieved. Your portfolio companies can also provide feedback on their experiences with vendors, ensuring transparency. Additionally, Proven offers detailed profiles to help you locate service providers who are not only familiar with your industry but also suitable for your specific scale, thus delivering tailored solutions to meet your unique requirements. By providing enticing deals, service providers can enhance their visibility, enabling them to compete effectively to offer you the best possible savings. This competitive edge guarantees that your investments are not only well-protected but also maximized for value.

Emagia's AI-powered accounts receivable management software gives you actionable insights into your cashflow performance. Good accounts receivable management is more than reminding customers to make payments. It involves identifying the causes of non-payment, determining the customer’s credit rating in advance and frequently monitoring the credit risk of the customer. This allows you to detect late payments in time, reduce the DSO, prevent bad debts, and maintain good customer relationships. Emagia's Intelligent Receivables Management Solution gives you the visibility you need to cash flow forecasting. It provides a single view of receivables and DSO credit.

Business ValueXpress (BVX) is an innovative software solution designed for business valuation, streamlining the process and delivering objective assessments that reflect genuine market transactions. By incorporating aspects such as pricing, terms, and deal structures, BVX employs optimization methods to meet the diverse requirements of all participants in mergers and acquisitions. Its standout features include options for cash versus financed valuations, distinctions between stock and asset purchase valuations, mezzanine equity analysis, and goodwill assessments. Users can engage in real-time interactive valuations with BVX, which notably does not rely on traditional formulas or market data. The precision of BVX’s valuations is a result of its unique methodology that aligns with actual buy/sell transactions, ensuring that all stakeholders' interests are addressed. In addition to providing a precise numerical value, BVX also outlines the pertinent terms related to the business valuation, enhancing its overall utility in the market. This comprehensive approach not only aids in transaction readiness but also instills confidence among users regarding the integrity of their valuations.

MODLR is a Cloud-based Platform that enables organizations to streamline FP&A processes. This includes forecasting, budgeting, dashboarding, and collaborative planning. MODLR provides a wide range of integrations that automate data imports or exports, reducing human error and allowing for more time for high-value work. MODLR allows organizations to plan complex scenarios in fine detail and get real-time insights through its ad-hoc reporting capabilities.