Best Finance Software in the UK - Page 51

FirmRoom is a virtual data room that uses the cloud. FirmRoom is a cloud-based virtual data room that helps organizations manage due diligence and other information-dense processes. It offers secure document management and file sharing. You can collaborate seamlessly with features like drag and drop, bulk upload, and smart search. Other key features include data tracking and analytics, audit trails and customized notifications.

The initial phase of engaging a client or onboarding a new employee involves confirming their identity. Transform extensive paperwork into a swift and seamless online process that prioritizes security. Cross-reference client details with various government databases and resources to ensure compliance with current UK and EU anti-money laundering regulations. Utilize document verification methods that include face-match scanning to authenticate documents from more than 195 nations. Conduct screenings for both domestic and international politically exposed persons (PEPs), sanctions lists, and negative media coverage sourced from 500 million web pages, with the possibility of continuous monitoring. Securely validate financial balances, transactions, payees, income, and affordability utilizing FCA-regulated open banking technology. Quickly confirm an individual’s current address and date of birth by matching them with records from banks and credit providers in real time. This comprehensive approach not only ensures compliance but also enhances the overall efficiency of the onboarding process.

Our comprehensive property management software caters to landlords of various scales, aiming to streamline the property management process effectively. We offer a wide array of services, including rent collection, expense monitoring, lease management with ESignature capabilities, maintenance oversight, document creation and storage, violation tracking, and an extensive range of additional features to enhance your management experience. With our platform, landlords can simplify their tasks and improve overall efficiency in managing their properties.

Zybra is the leading accounting software and application in India designed specifically for MSME businesses. Featuring an intuitive and user-friendly interface, you can begin utilizing Zybra Software & App immediately. This tool allows you to monitor sales, generate and dispatch invoices, manage inventory, and oversee your business operations at any time. Our dedicated team of experts is available around the clock to assist and support you with any inquiries. You can easily reach us through chat, phone, or email for any assistance you may need. Experience the convenience and efficiency of managing your finances with Zybra today!

Quantreex empowers users to backtest, optimize, and trade across multiple instruments at once, utilizing a range of technical indicators. The intuitive strategy designer simplifies the creation of trading strategies, making it accessible for all users. Strategies generated by our engine are not only swift but also highly precise. With the backtest engine, you can evaluate your strategies in just a few seconds, covering various instruments and markets extensively. The optimization engine enhances the effectiveness of your strategies by employing diverse algorithms to refine your parameters. Additionally, the live trade execution engine automatically carries out and monitors your trading strategies across multiple brokers. Leveraging advanced machine learning algorithms, Quantreex streamlines the strategy discovery process. Strategies can be executed using either single or multiple portfolios, effectively simulating real market conditions. Whether you are a professional trader or someone seeking an advantage in the competitive financial landscape, Quantreex offers the tools and insights you need to succeed. This platform stands out for its user-friendly interface and comprehensive capabilities, making it a valuable resource for traders of all levels.

DigiKhata is a completely free, secure, and user-friendly bookkeeping application designed for ease of use. With the DigiKhata app, you can efficiently record and oversee your business transactions while accelerating payment recovery by three times. The platform's mission is to support MSMEs in Pakistan by providing dependable and straightforward business solutions. Users can effortlessly log their credits directly from their mobile devices with just a few taps. Transition from outdated bookkeeping practices to a more streamlined approach that enhances efficiency. DigiKhata allows businesses to digitally document their transactions and expedite their payment collection process. You can maintain unlimited account ledgers for both customers and suppliers through the DigiKhata app. Keep your daily transactions organized and ensure your bookkeeping records are continuously updated in real-time. Additionally, you have the option to generate and download free PDF reports of your account ledgers, which can easily be shared with relevant contacts on WhatsApp. Manage your business seamlessly while on the move with the DigiKhata app, which serves as a comprehensive bookkeeping solution that significantly accelerates payment collection. Moreover, embracing DigiKhata not only simplifies your financial management but also fosters growth by providing insights into your business transactions.

Prezus simplifies the accounting process, allowing businesses to focus on their essential goals for growth. This application stands out as the ultimate tool for overseeing various financial elements such as accounts, income, expenses, sales objectives, service achievements, budgets, receivables, and payables in any global currency, while providing comprehensive financial reports monthly and annually. Additionally, WebDroid Solutions empowers businesses by customizing innovative technologies that are in harmony with their strategic objectives, ensuring a competitive edge in the market. By leveraging these advanced solutions, companies can enhance their operational efficiency and drive sustainable growth.

Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.

The App automatically computes VAT amounts based on the invoices and expenses entered for businesses utilizing the Accrual VAT Scheme. Those operating under different VAT schemes are encouraged to take advantage of the bridging feature. Currently, Rhino is working on integrating additional VAT schemes into the App to support CASH Accounting and FLAT RATE schemes, which will be part of the forthcoming major release. This App empowers customers to file their own VAT Returns efficiently. Additionally, the Rhino team is developing an AGENTS feature that will allow Accountants and Agents to submit VAT Returns on behalf of their clients, which will also be included in the next major update. To assist users, we offer video tutorials directly within the App, along with a complimentary one-on-one online training session with an expert to facilitate the setup of these features. These resources are designed to enhance user experience and ensure smooth operation.

4Decision streamlines tasks, workflows, and documents to ensure that communication remains user-friendly, clear, and efficient, while also boosting productivity and reducing costs. With high standards and constant online access to all financial data and documentation, 4Decision offers an intuitive and secure cloud-based platform. This system facilitates daily office tasks and processes related to accounting services for clients. By automating routine activities, 4Decision enhances the quality and efficiency of users' work. Furthermore, it improves the overall performance of all professional tasks and workflows, assisting in business management by enabling control and monitoring of tasks at every step. 4Decision also functions as a complimentary online service for creating and managing sales invoices, automating the input of data and documents, and optimizing the operations of financial departments and accounting firms. Users can expect a significant transformation in how their financial processes are organized and executed.

Simplifying the payment process is our priority. Our innovative solution allows you to spend less time pursuing payments and receive your funds more swiftly. You can establish automatic reminders for payments, ensuring that clients are gently notified when deadlines approach or if they are overdue. This approach not only helps you grow your revenue efficiently but also makes managing your business finances straightforward. By sending invoices to clients through E-mail or SMS, they can access and pay their bills online from any location instantly. With our easy invoicing system, you can also provide clients with payment receipts and a thank you note after they've made a payment. Need to bill a client for your services? Generating a professional invoice or quote takes just seconds. Plus, with our expense management tool, you can effortlessly keep track of and manage your business expenses, ensuring you never misplace a receipt again while maintaining clear oversight of your financial health.

Receive daily alerts whenever customers in your database are looking for mortgages. Our periodic prescreen process will notify you when your client's credit score has improved and they meet your minimum credit requirements. Our predictive algorithm determines potential market candidates. Our system then produces and distributes a highly responsive, corporate-approved offer. Today's credit denials could be tomorrow's closings. You can monitor prospects with less than perfect credit for credit migration by simply providing their name and address. You will be notified when they make changes to their financial situation that elevates them above your credit threshold. Our pre-mover algorithm tracks the property address of your customer for events such as real estate listings and sales by owner postings. Pre-mover alerts will often trigger before an inquiry alert.

A document generation platform enables the creation of PDF, HTML, JPG, and Word files from a diverse array of data sources such as databases, enterprise applications, XML, Excel, and JSON. It accommodates various document generation methods, including on-demand, bulk, and interactive formats. Business users can easily utilize existing templates by simply adding tags to them. The platform utilizes a tagging system with distinct tags for elements like text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic components. Users can incorporate these tags into their templates using native editors, along with if-else conditions, loops, and calculations. A centralized repository holds all approved business templates, ensuring compliance and brand consistency, with upload and deletion permissions restricted to authorized personnel. Additionally, the system can automatically generate fillable forms from templates, allowing both internal and external users to populate these dynamic fields, which subsequently creates completed documents in the specified format. This streamlined process enhances efficiency and accuracy in document generation across organizations.

The landscape of Artificial Intelligence (AI) has transitioned from a concept in science fiction to a tangible force in the business world. When integrated with virtual data rooms, AI has the potential to significantly enhance and transform the processes of due diligence and deal-making. In an exciting collaboration, Admincontrol has teamed up with Luminance, a prominent provider of AI solutions tailored for the legal sector, to create a solution that markedly increases efficiency and productivity. Our innovative folder wizard serves as an intuitive tool, enabling users to establish their initial folder structure in the data room using either customizable templates or a completely blank slate. Typically, a transaction process involves numerous discussions and clarifications that can become cumbersome. Communication among team members and their advisors often occurs through email or other less secure means. To address this concern, the Secure Messaging module offers a protected, encrypted alternative for sensitive communications. Furthermore, the demands of due diligence and related tasks frequently require extensive and labor-intensive preparation, underscoring the need for streamlined processes in today’s fast-paced environment. This shift not only facilitates smoother transactions but also fosters greater collaboration among all parties involved.

A comprehensive solution designed to oversee all aspects of your freelance work. It goes beyond mere invoicing software for the self-employed. With just two clicks, you can add your client; simply input your customer's name, and the tool will automatically gather all necessary legal and contact details, such as Siret, VAT, and address, integrating them seamlessly into your quotes and invoices, which helps you save valuable time and eliminate errors. Isn't that handy? Freebe.me streamlines the organization and tracking of both your business and personal clients, allowing you to access all their information and payment records within a dedicated section. Using Freebe.me's intuitive smart editor, you can effortlessly create quotes, as the tool automatically pulls in all your client's details to generate a legally compliant document with all required legal information included. Your client can even approve it online! Additionally, Freebe.me provides micro-entrepreneurs with the ability to produce compliant documents swiftly with just a few clicks, thanks to its extensive catalog of services, ensuring efficiency and professionalism in every transaction. This makes managing your freelance business not only easier but also more organized and effective.

Effitrac GST stands out as India's pioneering software designed specifically for the online and offline management of GST billing and return filing, automating compliance for various industries. It serves sectors such as Jewelry, Textile, Retail, Exports, Trading, and Manufacturing. Developed by Effitrac Solutions India (p) Ltd, a skilled tech team, this software aims to facilitate business owners during their transition to GST and beyond. The creation of Effitrac GST reflects a blend of business acumen and technical proficiency, ensuring seamless integration into existing business systems for ongoing compliance. It adeptly incorporates regulatory amendments, addresses overlooked compliance issues, and efficiently files returns. Additionally, it supports multiple regional languages, including Tamil, and offers various invoice formats with the capability for bulk uploads. With pre-filled fields derived from historical data, the automation features significantly reduce both time and effort, while also providing detailed reports complete with in-depth analytics to empower businesses further. Ultimately, Effitrac GST is more than just software; it is a comprehensive solution that enhances operational efficiency for businesses navigating the complexities of GST compliance.

FullCircl is the first-of-its-kind single orchestration platform that brings regulation fully in step with customer acquisition, to create better business from the start. Our global solutions drive customer acquisition, retention and revenue growth while seamlessly addressing risk and compliance challenges associated with customer onboarding, identity, fraud, financial crime and on-going monitoring. Reduce the cost to acquire and serve, clear the way for positive customer relationships, and accelerate profitable growth. With reach into 160 countries, FullCircl is uniquely positioned at the epicentre of a rapidly growing, multi-billion dollar market. Today it serves 450+ customers, 15,000+ web application users, processes over 300 million checks per month and facilitates the onboarding of 200,000+ customers annually. FullCircl is an nCino company (NASDAQ:NCNO), bringing together people, AI and data to power a new era in regulated business.

Get alerts whenever payors adjust their policies, as staying updated is crucial. Rather than sifting through countless pages of complex insurance terminology, our software identifies policy modifications and creates clear, concise notes for your billing and coding teams to use effectively. You can swiftly access policy details relevant to specific claim dates and leverage our data to strengthen your case outcomes. This streamlined approach not only saves time but also enhances your team's efficiency and effectiveness in navigating policy changes.

inHANCE offers the leading software ecosystem designed for water and sewer utilities, with optional components tailored to fit every utility. We have a suite of products that are easy to use, ranging from your core billing system to Mobile Workforce Management solutions and a web portal for your customers to view and pay bills, change their account info, and receive communications from your office. As a part of the Harris Utilities ecosystem you also get access to a host of complementary products at discounted rates, and you can be confident that you will always have support with our unique "Software for Life" policy.

Job Planner Pro is the ultimate app for Trades and Services. All your jobs can be managed in one place. You can send invoices, schedule appointments, and much more.

Trigerz platform, a 100% Salesforce Native app, helps sales teams keep track of revenue-generating tasks. It drives the right behaviors so that managers and executives can focus on coaching and executing strategy. Trigerz are notifications that are generated by an event, situation or action. These can be sent to your teams to provide insights and help you drive the right behavior, whether you're calling, managing opportunities, prioritizing tasks or calling.

MONEI makes it easy to do everything MONEI allows you to accept online and offline payments. MONEI can be integrated directly to your website or online shop with just one line of code (or none at all). MONEI protects against fraud, issues refunds, and helps you succeed in your business. This is the simplest and most cost-effective way to make money from your website. Move money with ease Transparently and securely transfer your money online -- there is no paperwork or compliance required when accepting payments to open a business. MONEI integration will increase your conversion rates. Our capabilities and features are unbeatable. It's insanely simple MONEI was designed so that anyone can use it. Tomorrow you will be your six-year-old child, on their journey to conquering the business world. It takes a few clicks to get it done.

Midaxo helps corporate development teams manage the entire M&A process from deal sourcing to evaluation and post-merger integration. The Midaxo+ software solution enables frequent acquirers to standardize their approach, visualize deal progress, and create value faster. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard Key features include: End-to-End M&A Platform Playbooks CRM Buy-Side VDR Kanban-Style Pipeline Midaxo Insights Deal Scoring Due Diligence Checklists Information Requests Deal Workspaces Dashboards Slides Task Management Progress Tracking Email Notifications Outlook Integration

Veriff is the preferred identity verification and authentication platform partner for the world's most innovative growth-driven organizations, including online marketplaces, financial services, gaming and mobility companies, and other sectors. By combining AI and human verification teams, Veriff ensures bad actors are kept at bay, and genuine users experience minimal friction in their customer journey. Veriff enables organizations to build customer trust through seamless, AI-powered identity verification and authentication. The Veriff IDV platform offers secure, scalable solutions trusted by organizations across industries. Veriff’s identity verification platform comes with a 98% check automation rate, a six-second average decision time, more than 12,000 identity documents in our document database, and a first-class UX that allows 95% of users to be verified on the first try.

DAVO streamlines the entire sales tax procedure, encompassing collection, filing, and payment, all without requiring any extra effort from you. It integrates effortlessly with your POS system, allowing you to continue your usual operations without interruption. With DAVO's assurance that your taxes will be paid punctually and completely, you can rest easy without any concerns. To get started, all you need to do is ensure that your tax rate in the POS is accurate; after that, just provide your email, phone number, bank account, and tax details for DAVO to begin its automation process. Continue using your POS as normal without any worries about sales tax, since DAVO takes care of everything for you. There are no additional actions or buttons to press; simply log your sales as you always do. DAVO will automatically allocate the precise amount of sales tax collected each day, transferring it to a secure tax holding account. When it comes time for your sales tax payment, DAVO will handle the filing with the state, ensuring your taxes are submitted on schedule. This way, you can focus on growing your business while DAVO manages your sales tax obligations efficiently.