Best Web-Based Finance Software of 2026 - Page 42

BiCXO is an advanced AI finance platform designed to elevate finance teams beyond manual reporting by enabling predictive, analytical, and strategic decision-making through its AI engine, MiWa. MiWa guides finance departments by recommending business strategies, optimizing operations, tracking KPIs, and forecasting future outcomes with precision. The platform automatically analyzes cash flow, identifies underperforming products, highlights metric correlations, and evaluates financial impacts across multiple scenarios. Its reasoning engine sheds light on margin fluctuations, customer trends, and non-obvious relationships in the data to help leaders understand the “why” behind performance changes. BiCXO also provides a comprehensive suite of finance tools including FP&A reporting, revenue analysis, consolidation, reconciliation, treasury management, and AR/AP processing. Teams can save significant time with automated workflows and consolidated dashboards that unify data from various systems. Testimonials emphasize dramatic time savings, improved visibility, and enhanced data confidence after adopting BiCXO. With secure architecture, role-based access, and full control of financial data, BiCXO empowers organizations to modernize finance while focusing on strategic growth.

Promote membership options to your audience, whether you're offering exclusive content, services, a podcast, or access to a newsletter—simply determine your pricing and get started. Memberful seamlessly integrates with your website, enhancing your platform while collaborating with your preferred tools. The ease of use is why top creators across the internet trust our service. You can incorporate Memberful into any website, including WordPress, by simply adding a link to your page. When users click this link, they are directed to a payment form that appears as a natural part of your site. Customers select your purchase link and are presented with an uncomplicated payment form, all secured through Stripe. For iOS users, there's the added convenience of using Apple Pay® for immediate purchases. Everything is streamlined onto just one screen, eliminating any hidden processes. You retain ownership of your content, website, and brand identity. Memberful ensures that your customers remain on your site, offering a cohesive checkout and account management experience. Additionally, you have the option to customize the transactional emails that Memberful sends on your behalf, enhancing your brand's visibility. This creates a more personal connection with your customers, fostering loyalty and engagement.

Lunch Money serves as a versatile personal finance application designed for the contemporary spender, offering robust multicurrency capabilities. Embrace your ultimate budgeting companion today! With its user-friendly interface, managing personal finances and budgeting has never been easier. Tailored for you, the modern spender, the app allows you to customize how you split, group, tag, and categorize your transactions. You can effortlessly monitor every dollar, euro, and yen, all consolidated into your home currency for clarity. Additionally, observe your net worth over time to gauge your progress toward achieving your financial aspirations. Establish a set of automated rules to streamline the organization of your transactions, making it a breeze to maintain order. Each month, set realistic budgets backed by insightful historical data to guide your spending. Easily manage your recurring expenses, whether they are monthly, yearly, or weekly. Gain valuable insights by running queries on your transaction history. Plus, you can invite an unlimited number of collaborators to join your budgeting journey. If you ever need assistance, our friendly support team is just a message away and eager to help. Your security is a top priority, featuring two-factor authentication and data encryption to keep your information safe and sound. With Lunch Money, take charge of your finances and confidently plan for a brighter financial future.

We empower small retail brands and manufacturers in Bharat to transition to the digital landscape with our completely FREE all-in-one business software. Receive real-time notifications when orders come in from your sales team or directly from stores, and manage these orders effortlessly from your mobile device. You can accept and oversee deliveries right through the app, and even delegate tasks to delivery personnel while generating automated van loading summaries. After an order is fulfilled, share professional GST invoices with buyers, either manually or automatically. Maintain centralized control over your product data and pricing strategies, allowing for varied pricing arrangements for different partners. Build a comprehensive directory of retailers, distributors, and wholesalers, complete with tailored profiles to assist in sales planning. Keep an eye on your product visibility and shelf presence, while remotely managing visual merchandising and brand signage to ensure effective retail execution. Equip your field teams with tools to gather competitor insights, market data, product feedback, and conduct surveys using custom forms tailored to your needs, enhancing overall operational efficiency. This comprehensive approach not only streamlines your processes but also strengthens your market position.

Checkrun is a leading bill pay solution for small businesses. Streamline your back office, reduce errors, and maximize your cash flow. With Checkrun, you can manage your accounts payable all in one place — create and send ACH or check payments, track due dates and manage payment workflows. Pay securely directly from your bank account — via check — or set up automatic ACH payments to your vendors. Either way, you can manage your business expenses and send payments to vendors on-the-spot. Easy-to-use dashboard, automatic payment reminders, and payment approvals all boost efficiency and profit.

Start a subscription-based chat community in just a few minutes with LaunchPass, which simplifies the process of monetizing access to platforms like Slack and Discord. As the ideal solution for managing a private, paid community, LaunchPass takes care of invitations, permission settings, and payment processing, allowing you to concentrate on delivering exceptional content and expanding your membership base. User management becomes effortless, and the activity feed enables you to stay updated on your community's engagement. With straightforward and transparent pricing options, you can easily choose the plan that fits your needs. Additionally, if you're unsure about which option to select, you have the opportunity to schedule a consultation with one of our knowledgeable experts for personalized guidance.

TipRanks is a multi-award-winning stock research platform. It helps millions of retail investors make data-driven investment decisions by providing them with institutional-level data and tools, presented in a visual and easy-to-use way. TipRanks levels the playing field for retail investors by giving them the same research power as the biggest asset managers. The company’s algorithms analyze millions of pages of financial data. Its technology turns this data into unique datasets. Datasets include analyst rating consensus, news analysis, corporate insider, hedge fund, & financial blogger sentiment, a stock score called the Smart Score, and more. TipRanks tracks the buy and sell recommendations and transactions of over 100,000 financial experts and ranks them according to their performance track record. TipRanks has become the standard for Wall Street accountability. This transparency enables investors to see how experts rank, including how they perform per-stock. The TipRanks platform also provides tools to find new ideas, a portfolio tracking tool, news, and analysis. Over 50 leading global banks, institutions, and exchanges integrate TipRanks tools for their clients. TipRanks also provides data to hedge funds.

Our all-in-one platform helps employees to fully engage in work and personal life. It takes a holistic approach to improving financial wellness and employee satisfaction. Employees can access their money immediately, pay for hours worked, load it on a Payactiv card or get cash at Walmart. They can also use their earned wages to call Uber or get Amazon products for daily living. We provide the money to ensure your employees are protected without disrupting your systems. It's not a loan, there's no interest and it's their money when they need it. Employees can find deals on the app's discount market to save money on prescription medication and other everyday items. Employees can see how much they can save based on their spending habits and upcoming bills. Access to financial education articles and appointments with financial coaches at no cost.

Experience a cloud-native ERP that allows seamless access from any device, anywhere, and at any time. This all-in-one tool manages all operational facets of your business efficiently. We offer customizable development options tailored to fit the scale and specific needs of your organization. Your data is safeguarded during transfer and storage, ensuring secure access for each user. With two decades of dedication to fostering the growth of small, medium, and large enterprises, we deliver innovative solutions that enhance the integration and management of information efficiently. AdvantaCloud ERP serves as your strategic partner in driving innovation and expansion across every aspect of your business. We meticulously analyze workflows, implement tailored solutions, and prioritize understanding your team's dynamics. At Advanta Sistemas de Información, we provide the perfect blend of products and services to oversee and optimize your operations effectively. Our versatile ERP platform is designed to accommodate the needs of businesses of all sizes, ensuring that each company can thrive in today’s competitive landscape.

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

Team Procure is a cloud-based procurement platform that simplifies the management of all your purchasing processes, e-sourcing, and inventory through a unified application. Manage purchase requests, purchase orders, suppliers, and inventory across multiple warehouses – all in a single platform. We cater to SMB customers across various industries, from manufacturing and construction to healthcare and more. We offer solutions for: • Purchase Request Making • Supplier Onboarding • Custom Approval Processes • RFQs & E-Auctions • Warehouse & Inventory Management • Advanced Reporting Team Procure also offers an enterprise-grade solution for large procurement operations, providing dedicated servers, advanced sourcing features, ERP integrations, and premium support.

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

SalesStreamliner simplifies the business process for channel sales operations and partners by automating tedious sales tasks while seamlessly connecting cross-channel partners through a comprehensive system. Elevate your sales team with assurance and efficiency, managing both direct sales representatives and channel sales within a single, conflict-free platform. This all-in-one approach allows for effortless expansion of your business, enabling you to handle various product lines and sales channels without any hassle. Think of it as a complete package for franchise business operations, providing your franchisees with the tools they need for sales automation and growth. Successful entrepreneurs excel at juggling multiple responsibilities, and SalesStreamliner enhances this ability, allowing you to concentrate on selling and providing excellent service to your customers. Begin your journey with the SalesStreamliner turn-key solution in just five straightforward steps, and witness the transformation in your sales operations. With this innovative tool, you'll be empowered to streamline your efforts and achieve remarkable results.

Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! 🆕 The Evolution of Dext - Capture receipts and invoices via our mobile app, browser, email, direct integrations, and more. - Track expenses on the go with the Dext mobile app. - Handle expense claims, including mileage and approvals, with greater efficiency. - Manage business expenses and approvals with greater efficiency. - Integrate seamlessly with over 11,500 applications, banks, and institutions, including PayPal, Shopify, and Stripe. Key Benefits Effortless data extraction: Our optical character recognition (OCR), with 99% accuracy and AI integration, digitises receipts, bills, and invoices, even decoding handwritten documents. Automated integration: Cost data from over 1,400 suppliers flows directly to your accounting software, simplifying reconciliation, categorisation, and tax compliance. **2024 Awards 🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards, UK) 🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards United States).

Omnibanca is a transformative solution designed to expedite the process of digital evolution within financial institutions. Beyond offering conventional digital platforms such as web and mobile banking, it encompasses a wide range of digital channels including wearables, IoT, onboarding processes, credit origination, and product sales. This omnichannel approach focuses on a centralized client experience. It seamlessly integrates with existing legacy systems and features a robust API manager that supports multiple languages, currencies, and companies. By adopting Omnibanca, your financial institution can streamline the integration of advanced technologies, consolidating essential core system functionalities with innovative fintech capabilities. This unified product ensures that all channels are interconnected with backend applications, thereby enhancing accessibility to services and creating a cohesive data environment for your customers. Ultimately, Omnibanca empowers institutions to thrive in the digital landscape while delivering a superior customer experience.

Syscon Cronus is a #1 Plug and Play Manufacturing ERP software. It has grown over the past two decades in technology and functionality. Multiple implementations make the product extremely robust. It is so complete that customization is not required. It makes roll-out easy and successful. Modules: 1. Sales and Distribution 2. Purchase & Inventory 3. Accounting & Costing 4. Planning & Production 5. Plant Maintenance 6. Quality Control 7. Payroll We made ERP easy, affordable, and easy to use.

Holistiplan brings automation, intelligence, and scalability to financial and tax planning for advisors, CPAs, and wealth managers. Its powerful Optical Character Recognition (OCR) engine analyzes client tax returns within 45 seconds, identifying liabilities, opportunities, and projections with pinpoint precision. Users can run side-by-side scenario comparisons for strategies like Roth conversions, charitable deductions, and capital gains optimization. The platform extends beyond tax insights, offering modules for insurance planning and soon estate planning, ensuring advisors can address clients’ holistic financial needs. Built by experienced CFP® professionals, Holistiplan combines deep domain knowledge with cutting-edge technology to streamline workflows and enhance client trust. Advisors benefit from customizable tax reports, audit-ready documentation, and simplified client communication. As the industry’s #1-ranked tax planning software for multiple consecutive years, Holistiplan is recognized for its innovation and ease of use. By integrating advanced analytics with human expertise, it enables financial professionals to plan smarter, faster, and more effectively.

Treflo is an accounting web app that can help you with all your needs. It has many features, including the ability to generate GST invoices, manage purchase and sales orders, GST filing and inventory control.

Technology solutions for investor portals are designed to facilitate file sharing, enhance collaboration, and improve investor relations for a wide array of financial entities, including investment firms, general partners, fund managers, administrators, registered investment advisors, limited partners, banks, and others. These investor portal software solutions not only allow for secure sharing and collaboration but also help in producing and safeguarding critical information. The journey to an exceptional investor experience begins with these tools. With InvestorPortaLPro (IPP), you gain access to a polished, secure, and advanced investor portal software solution alongside a comprehensive reporting portal for investor relations. This platform is aimed at attracting additional capital while ensuring the satisfaction of existing investors—all at a competitive cost. IPP specializes in providing secure private equity and venture capital investor portal software, along with tailored websites and solutions. It offers a range of reporting solutions that aid in fund marketing and serve as a conduit for fundraising, enabling quicker capital raises, secure online document distribution, and effective collaboration with investors. By utilizing IPP, you can expedite your fundraising efforts and provide your investors with transparent access to real-time information, while also showcasing property and investment details through dedicated investor relations portals. Furthermore, the user-friendly interface ensures that both new and seasoned investors can navigate the platform with ease, fostering a positive experience for all parties involved.

Cloudmore offers a variety of solutions for businesses looking to solve recurring services procurement challenges, vendors transitioning to recurring revenues, and service providers moving to the cloud. Cloudmore is a single place to manage, bill and sell your subscription channel partners and customers. Eliminate the challenges of procuring recurring and metered services. Reduce billing processing time and eliminate costly billing errors Users can search for and purchase the services they require by themselves. Your services can be showcased and sold in an external or internal marketplace. Cloudmore's service catalogue is available for you to choose from and then sell them to your customers in their curated online store. You can manage pricing globally or per customer. You can create offers and quotes using your service catalog. Your admin users can view and manage your monthly billing details and discover services.

FX Derivatives Calculator (Pricer) - Product #1# This calculator was created for importer/exporters Treasury department and CFOs. These are the pricer uses: 1. Pre-execution: Plan hedging operations and explore other hedging strategies 2. Post-execution stage - determining the derivatives' "fair worth" for financial reporting. The greatest benefit of the calculator is its inclusion of up-to-date market data, which is high-quality. Market data refers mainly only to standard deviations (volatility), and interest. What can it do? • Deal Type: Forward/Call / Put • Option Class: Vanilla / Knock in / Knock out • Barrier Type: American/European • Barrier Direction: Up&In / Up&Out / Down&In / Down&Out • Payout Chart • Simultaneous pricing up to 17 "legs". Google Sheets is used to implementing the calculator. Web-based - No installation required. It's available on all Google applets. Policy & Portfolio Manager - Product #2# This product allows the CFO or treasurer to set currency risk management policies, and the system monitors the ongoing execution. This system "knows" to manage hedging transactions inventory, send scheduled reports to the email, create custom reports, and more.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Plika is a solution for the Finance Sector, specifically for those professionals in process of Budget, Planning, Controlling, Forecasting and Financial Reporting. Plika is a Cloud Financial Planning & Analysis solution created by and for Corporate Finance professionals from LATAM.

Start using Dinero for free today and you can create your first invoice in under two minutes. Dinero is designed for those who prefer focusing on their primary business rather than on the complexities of bookkeeping. Our goal is to simplify your financial management. All aspects of your finances—income, expenses, profits, upcoming payments, VAT obligations, and more—are organized and clearly displayed within Dinero. You can manage your accounts and monitor your company's financial health while on the move. Simply snap a photo of your receipt and upload it to the secure Dinero cloud, eliminating the hassle of physical documents that can easily get lost or misplaced. Enjoy a seamless checkout experience as customers can pay using cards like Visa, Mastercard, Maestro, and Visa Electron, or opt for MobilePay. With Dinero, managing your finances has never been more straightforward or efficient.

YNOS Venture Engine is an entrepreneur-first platform that uses smart digital technology to transform and create efficiencies in India's start-up and innovation sector. The platform offers a wide range of solutions that address the most pressing issues faced by innovators and entrepreneurs at early stages. The IIT Madras Incubation Cell incubates YNOS.