Best Finance Software for Enterprise - Page 7

WorkDash is an online platform designed for business management, allowing entrepreneurs to oversee all aspects of their operations, including marketing, workforce management, and invoicing. Users can utilize the full suite of features or select specific tools that cater to their business requirements. This flexibility makes it an ideal solution for various types of organizations, regardless of their size or industry.

A significant number of unsuccessful subscription payments do not rebound during a retry process, primarily due to factors such as expired cards, 3D Secure requests, and general bank declines that require customer intervention, and unfortunately, many customers are often unaware that their payment has failed. Rebounce seamlessly integrates with payment platforms like Stripe, Paddle, or Square in just a matter of minutes; when a transaction fails, it analyzes the decline reason, only initiates retries when feasible, and communicates with customers through a concise series of messages via email, SMS, or WhatsApp, providing a direct link to a page for updating their card information or validating 3D Secure, all without the need for a login. Moreover, the communication sequence ceases immediately upon invoice payment. Our metrics show that 44% of customers who accessed the payment link completed their transactions on the page, in stark contrast to the mere 5.5% recovery rate from automated retries. Additional features include notifications for card expiry 30 days prior, weekly reports on recovery efforts, and a complimentary 90-day audit of your Stripe account, which is read-only and requires no sign-up. The pricing structure is straightforward: the Starter plan is $3.50 per month, the Growth plan costs $14 per month, and the Scale plan is available for $39 per month, without any commission taken from recovered revenue. With these offerings, businesses can enhance their payment recovery strategies effectively.

AI Valuation Insight (AIVI) is an innovative platform that utilizes artificial intelligence to enhance M&A exit readiness and business valuations, specifically catering to boutique advisors, investment banks, and M&A brokers. Our technology simplifies the processes of client onboarding and advisory operations: - Custom Branded Diagnostic: Conduct readiness assessments featuring your firm's logo and disclaimer to maintain branding consistency. - Automated CIM Generator: Effortlessly convert diagnostic insights and financial information into well-structured and professional Confidential Information Memorandums (CIMs). - Synergy Radar: Leverage AI-driven analysis to pinpoint strategic fit themes among potential acquirers. - Visual VDR Kanban: Assist clients in preparing for due diligence by managing Virtual Data Room (VDR) remediation tasks through an intuitive visual interface. - Personalized AI Analysis: Adjust the tone of AI-generated insights to align with your firm's communication style and standards. Expedite the preparation of deals and reduce reliance on traditional spreadsheets by utilizing AI-enhanced M&A workflows, ultimately leading to more efficient transactions. This innovative approach not only saves time but also improves accuracy and strategic decision-making in the M&A process.

Property Matrix is the ultimate property management solution for residential, commercial, and mixed portfolios. Fully cloud-based and designed for mobility, it offers real-time access from any device, ensuring you can manage your properties anytime, anywhere. The software includes enterprise-class accounting capable of handling even the most complex financial needs, along with fully customizable reports, templates, and workflows to adapt to your unique business requirements. Key features include tenant and owner portals, automated lease creation, online applications, check scanning, and integrated marketing tools that post vacancies to top listing sites with just one click. Property Matrix also simplifies maintenance management, enabling tenants to submit requests online and vendors to manage work orders. Its advanced CAM management, customizable settings, and robust automation features streamline operations, saving time and reducing costs. Backed by best-in-class customer support, Property Matrix scales effortlessly, whether you manage 50 or 5,000 units, and is trusted by property managers worldwide to enhance efficiency, improve tenant satisfaction, and grow their businesses​​​.

SPV Hub is an innovative platform designed for angel groups, syndicates, venture funds, family offices, and new fund managers to establish high-quality SPVs, oversee investors and funds, and enhance portfolio reporting and performance analysis. Whether you are initiating your first SPV or overseeing a diverse range of investment vehicles, SPV Hub offers the essential technology and operational assistance required to efficiently manage professional and scalable investment activities. With its user-friendly interface and comprehensive features, SPV Hub empowers users to optimize their investment processes and achieve greater success in their financial ventures.

IRS Solutions Software is all-in-one tax resolution software and an IRS transcript monitoring and analysis tool built by tax pros for tax pros, serving Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting and enterprise tax firms across the United States since 2011. IRS Advance NoticeTM (IAN), the built-in automated IRS transcript monitoring, analysis and alerts system, retrieves up to 100,000 transcripts per hour and detects audits, liens, and IRS enforcement activity up to six months before official letters are mailed. The platform handles large, high-volume active caseloads, including case management, practice-wide portfolio reporting and dashboards, and case analysis and recommendations. IRS Solutions Software is SOC 2® Compliant, hosted on AWS GovCloud with U.S. data residency. Pricing is a single flat-rate membership, everything included, no add-ons. Why IRS Solutions? - Get alerts 3-6 months in advance of a client being audited. - Pull multiple years and clients in a matter of seconds. Request Bulk Transcripts, CAF checks, Audit Alerts and IRS Action notifications using IRS Solution’s API. - Find all the necessary IRS forms that you would need to start and complete your clients' resolution cases. - Automated Solution Recommendations will let you know what you can and can't do as well as what offer would most likely be accepted by the IRS. - Penalty Abatement opportunities notifications to alert you when a client likely qualifies for a first-time abatement. - Automatically combines the transcripts and your clients’ financial information and creates a beautifully laid out report.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Precoro is a cloud-based solution that consolidates procurement, AP, and payment management. It automates operations with AI, eliminates manual work, prevents maverick spend, and drives savings — faster than you think. Procurement: Strengthen supplier relationships, centralize contract storage, and simplify employee requests. AP & Payments: Save time with AI-powered OCR, 3-way matching, and approval workflows. Execute vendor payments directly within Precoro to close the loop on your request-to-pay cycle. Spend Management: Effortlessly track budgets across multiple locations and departments, control expenses, and create reports for actionable insights. Supplier Management: Streamline vendor onboarding and approvals to minimize potential risks. Integrate Precoro with ERP systems like NetSuite, QuickBooks Online, Xero, and Sage, or create custom connections with a free API. Say goodbye to duplicate payments and manual document processing. Precoro’s intuitive interface ensures onboarding in under 6 weeks - without IT involvement. Customize, scale, and manage with ongoing support from your dedicated Customer Success Manager (CSM). Keep all your data secure with SSO and reliable 2-factor authentication.

A full source, customizable Internet billing solution for service professionals, Internet service providers, subcontractors, software integrators, developers and more.

XL Feeds, an Excel Add-In, displays in Excel real-time stock prices, fx rate and other market quotes from various providers – such as Yahoo Finance. The live quotes can be true real-time data or have a delay of up 15 minutes depending on the provider and market segment. It can also display historical data going back several decades, with a frequency that ranges from daily to minute. The XL Feeds Add-In does not operate as a SAAS. It is installed on the client’s computer and does not rely on external servers except to fetch the live quotes. Its operation is governed by a license, which can be purchased once and last for life.

PerfectLaw® delivers a comprehensive practice management platform designed specifically for law firms. By combining case management, time tracking, billing, accounting, and document handling into one unified database, it eliminates the need for separate systems. The solution can be deployed either on-premises or in the cloud, and also offers a secure, browser-based interface for access from any location. Core capabilities include matter management, automated time and billing, workflow streamlining, and mobile connectivity—helping attorneys and staff maximize efficiency. Firms benefit from quicker billing cycles, improved cash flow, and a clear return on investment. With native integration at its core, PerfectLaw ensures dependable performance, scalability, and proven outcomes.

Deriscope is a financial derivatives analytics suite that can be fully integrated with Excel. It is used in all asset classes by financial institutions traders, risk managers, consultants and academics to: 1) build yield curves and volatility surfaces out of market quotes 2) calculate fair prices, rates, spreads and risk metrics like DV01 of several diverse types of instruments such as interest rate swaps, cross currency swaps, swaptions, caps/floors, exotic options, bonds, inflation-linked products etc 3) displaying past and projected cash flow details 3) process quickly portfolios consisting consisting of several thousands of traders Due to the sensitive character of its application domain, Deriscope is fully installed on premises so that its analytics have no exposure to the cloud. It can be used in Excel without prior training thanks to its intuitive wizard that provides user guidance along each step of the process. It can be also used in an Excel-free environment with direct interfaces to the client's other IT systems.

Are you looking for a seasoned and reliable payment orchestration platform? PremierCashier is your no-code, turnkey solution. Through one simple solution, you can connect with hundreds of pre-built payment methods, PSPs, and gateways. Accepted devices, currencies, and languages include popular cryptos. Strong credit card routing with intelligent failover, clever algorithms, and rules to ensure you don't lose money. Reach your full payment potential with our payment orchestration software. To maximize your payment conversions in each geo market, you can use either our payment consultancy or your existing merchant accounts. Automated customer profiling allows you to keep your processing secure while providing your customers with a VIP experience. Our dashboard is unrivaled in terms of providing actionable data to maximize conversions. Our API is very simple to incorporate into CRM/ERP integrations so you can be up and running in hours. Become your corporate hero in payments and contact us today.

DealRoom is a lifecycle management platform for professionals involved in complex finance transactions like M&A. Our platform offers secure data storage, diligence management, and pipeline management. It also allows for overall project management. Our goal is to assist teams in creating a better M&A process. This allows for innovation, value-creation, and the original vision of the deal to be maintained and implemented. Why was DealRoom started? M&A is perhaps the most complex, information-dense and unpredictable process within the corporate sector. Transactions begin with the promise of innovation and value creation by combining the strengths and cultures of two unique entities. However, initial goals are often lost. As deals continue to grow in quantity and transaction size, DealRoom aims to create a more collaborative, people-driven and equitable M&A process that focuses on the original vision of innovation. Mission Statement. How does DealRoom differ from other providers? Unlike other providers, DealRoom has project management capabilities to improve a client’s overall process and eliminate common inefficiencies such as Excel trackers, one-off emails, and unsafe file sharing.

The CRM Firmao software will allow you to create a customer database which will allow you to reduce the time it takes to acquire customers, increase conversions at all stages of the sales process, and efficiently and comprehensively service your existing customers. Firmao is a tool that helps to manage the sales department's work, including the sales funnel. It also acts as a contact centre for customers who are regular customers of the company. Simple management of your customer base Multiple Opportunities - - Automating the sales process - Increasing sales volume - Effective contact with customers - Comprehensive customer service - Execution orders for customers It is used in companies that require regular contact with leads and contractors. Firmao's CRM software can be used to plan dynamic development. Firmao's CRM software is simple and fast to implement. It takes approximately 1-2 weeks.

Zil Money offers: Pay By Credit Card: Use credit cards even when your vendors don't accept them. ACH Payment: Make one-time or recurring ACH/RTP payments in one click. Wire Transfers: Send money electronically from one financial institution to another. Bill Pay: Pay & schedule bills online, managing supplier payments & reducing risk. Digital Checks: Digitize your paper checks and make your payments via email or text. Software Integrations: Integrate Zil Money with your accounting and payroll software. Cloud Bank: Open an online bank account with ZilBank.com. Streamline your payment management & save Check Printing: Drag and drop to instantly create checks & print using any printer. Payment Link Create and send a secure URL for customers to make online payments easily. The platform enables businesses to fund payroll by credit card, pay vendors by credit card, pay using a credit card without a payee fee, pay by credit card & receiver gets funds as a wire transfer or ACH. Payroll funding by credit card: avoid cashflow problems during paydays, preserve cash, earn rewards

Firmex data rooms facilitate more deals, due diligence, and compliance processes than any other platform. With over 20,000 new rooms opened each year, thousands of businesses rely on Firmex to manage highly sensitive projects and processes. Our secure and robust data rooms, combined with industry-leading customer support, give you complete control over your critical documents. Firmex offers flexible pricing, including unlimited data room subscriptions and per-use transaction pricing. Compliant with SOC 2, GDPR, and HIPAA, Firmex also supports SSO, API integrations, and Redaction features.

OneBill is an integrated subscription management, billing and revenue management platform that powers customer lead-to-revenue generation. OneBill supports all types billing models, including subscription billing, usage-based billing, one-time billing, and subscription billing. Open APIs make OneBill easy to integrate with other enterprise systems, such as payment gateways, carriers & service providers and accounting & admin. The platform covers all aspects a business, including CPQ, automated order activation, billing & Invoicing, billing & invoicing, revenue reporting, customer subscription management and channel partner commission management. OneBill is a revenue management and billing solution that integrates with the most trusted solutions in the world. It has helped SMBs, SMEs and large enterprises reduce billing errors, compliance risks, and drive greater efficiency.

Are you looking to increase your sales? Do you want to improve customer relationships? Are you interested in contributing to the fastest-growing open source project on GitHub YetiForce is completely free to use. You can manage 12 business processes within your company with YetiForce's assistance, regardless of its size. YetiForce's open-source code was released under a flexible and generous license. This has created a large and active community for the project. It doesn't matter if your profession is in programming or if you just enjoy software development. Get YetiForce free of cost and discover why more than 250 000 people already use it.

Simplify the entire purchasing process with Purchasing Software. It allows you to Control, Request Approval, Purchase, Pay and Reconcile. Take control of your entire purchasing process. Take control of your entire purchasing process and supplier management. Create a purchase order to begin the purchasing process. ControlHub is the best procurement software for your team to track and generate POs all in one place. No Spreadsheets No emails. No bottlenecks.

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

Stansoft is a Linux financial accounting software system for business. It is designed for data entry efficiency with an ncurses text-based terminal user interface. Developed using Aubit 4GL / Informix 4GL with a PostgreSQL or Informix database engine. It is HMRC-recognised for UK PAYE RTI payroll and MTD VAT returns. The following modules are included: Payroll (U.S. and UK), Accounts Payable, Accounts Receivable, General Ledger, Tax Control, Sales, Inventory. Additionally there are fully integrated modules, Fuel Retail Sales, Fuel Management, and Fuel Dispatch for use by petroleum marketers, fuel wholesalers, and retail gas/petrol station operators. Demonstration videos can be found on the YouTube channel @standardsoftware.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.