Compare Firmsy vs. USI Affinity

The Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.

QuickFee (ASX: QFE) is a premier provider of payment, financing, and accounts receivable automation solutions tailored specifically for professional services firms. Our platform simplifies the Accounts Receivable process and boosts revenue growth by integrating various online payment methods and robust invoicing tools seamlessly within your practice management system. With QuickFee, you can expect fewer aging receivables, enhanced cash flow, and higher client spending. Your clients get the flexibility to pay via credit or debit cards, ACH/EFT transfers, or QuickFee's unique financing option that allows them to pay their invoice over 3 to 12 months—while firms receive the total payment upfront, incurring no extra costs. Operating across the United States and Australia, QuickFee is dedicated to providing scalable, cost-effective solutions supported by exceptional customer service.

Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

Logility offers a comprehensive, AI-first solution for supply chain management, focused on enhancing operational efficiency and decision-making. Through its Decision Intelligence platform, Logility integrates demand planning, inventory optimization, supplier management, and order response into a seamless workflow. The platform’s AI capabilities, such as the Logility Expert Advisor (LEA), empower supply chain stakeholders with real-time insights and recommendations, driving smarter, faster decisions. Designed for scalability, Logility provides end-to-end supply chain solutions that help businesses navigate complexity and uncertainty while improving performance.

Experience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.

SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale at their own pace, offering seamless, digital-first experiences anytime and anywhere. As a fully integrated, front-to-back platform, it drives innovation across a wide range of sectors, including retail, corporate, and neobanking. Whether it’s digital and open banking, deposits, payments, lending, or compliance, SBS Banking Platform provides the tools and infrastructure needed for financial institutions across EMEA to stay ahead of the competition. The platform’s versatility allows for tailored solutions, enabling banks to innovate and meet evolving customer demands. Trusted by top-tier banks, SBS Banking Platform is widely recognized by industry leaders such as Gartner, Forrester, NelsonHall, and IBS for its transformative impact on the financial services landscape. Recent accolades, including recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS, highlight the platform’s role in driving progress and excellence in the financial sector.

TeamDesk is the leading low-code platform for creating powerful and flexible web-based databases with no-coding. TechRadar named TeamDesk as the best database platform of the year. TeamDesk provides Artificial Intelligence as well as predefined solutions for rapid online database creation without coding. Business owners and citizen developers can utilize AI to build unique databases for any type of industry that precisely fit their business workflow and organize gathering, sharing and managing business information. TeamDesk online database software is fully scalable and customizable to accommodate customers’ ever evolving business needs. TeamDesk provides: AI (Artificial Intelligence) integration API, Web hooks, Zapier unlimited data storage unlimited number of records and tables unlimited database complexity free trial free unlimited support for a low flat rate. TeamDesk is fully scalable. From small companies to large enterprises, from specific manufactures to vertical business integration, system scalability accommodates customers' business growth and adjusts to evolving business model. Enterprise Edition supports custom domain, white labeling, SSO via SAML2, unlimited databases centralized security management.