Best Finance Software for Nonprofit - Page 98

Stessa allows property investors to easily track, manage, and communicate their real estate portfolio's performance. Stessa is completely free. Stessa is used by over 10,000 investors to optimize their single-family rentals or multifamily buildings. Stessa offers visual performance dashboards, automated income and expense tracking, tax-ready financial reports, and tax-ready financial reports. Stessa can be set up in just minutes. You can add properties and link your financial accounts. Everything updates in real time.

Offer your clients a safe and effortless purchasing journey with just two clicks to enhance your conversion rates and overall sales figures. Eliminate the need for redirection or cumbersome registration processes. Tap2Pay facilitates payments through various methods such as plugins, selling links, an express checkout widget, and seamless integration across your website, social media platforms, advertisements, and messaging apps. No coding expertise is necessary to get started. Elevate your customer service by engaging with clients in real-time via messengers while boosting sales through customized offers and timely push notifications. Effortlessly sell products and subscriptions without the need for coding interventions, as Tap2Pay creates security tokens instead of using your credit card information. You can also send shipment updates to your customers with a single click and accept payments through all digital channels, including websites, messaging platforms, and social media. Additionally, you can issue invoices directly to your clients and manage all transactions and customer interactions conveniently within the Tap2Pay system. Create subscription plans and bill your members on a recurring basis, making it an excellent solution for SaaS businesses. Overall, Tap2Pay streamlines the payment process, making it easier for you and your customers.

Based in Toronto, Ontario, FOOi Inc is a Canadian fintech company that has developed a mobile application designed for easy peer-to-peer and peer-to-business financial transactions. This user-friendly platform allows individuals to conveniently pay for a variety of services, whether it’s compensating a babysitter, tipping a caddy, dividing a restaurant bill, or making donations to charitable organizations, effectively serving as a personal digital wallet. FOOi prioritizes user safety by providing an option for complete anonymity, ensuring secure transactions for all its users. The primary aim of FOOi is to streamline digital payments, with an initial focus on sectors such as hospitals, charities, and gratuities. The foundation of FOOi's mission is the belief that sharing fosters a robust community; they advocate for the idea that everyone has the potential to be a philanthropist and should have accessible means to express their generosity. Beyond mere transactions, FOOi encourages individuals to take action, emphasizing that every contribution, no matter the size, can create a meaningful difference. By fostering connections among community members, FOOi strives to amplify its overall impact, reinforcing the importance of collective support in building a better society.

One, easy-to use online dashboard that allows you to access HR and payroll. Instead of wasting time on administrative tasks, spend your time growing your business. Workful streamlines your processes so you can get back on the road to success. Pay your employees on-time, every time. You can run payroll and file tax forms in a matter of minutes, so you can get back to running your business. You can spend less time managing HR and filing paperwork, and more time growing your company. You can easily access the information of your employees, communicate with your team, manage their time off, and communicate with them. If you're like most small-business owners, you manage all of these things manually or with separate programs that don’t communicate with each other. You spend too much time managing your company and not enough time growing it. Workful provides everything you need, and nothing you don’t. Workful is your all-in-one, simple small business management solution.

Everlance is the modern expense and mileage management platform. With our easy-to-use financial tools, we help independent workers and businesses save time and money. Our mileage and expense tracker was launched in 2015. It has more than 1 million users. It has a top rating in the app store, and Apple has named it one of the "Best New apps". Our users have collectively logged more than 20 million miles. Everlance Business was built on user feedback. It takes the hassle out of corporate compliance and reimbursements. It connects the app with our central dashboard for administrators, which allows seamless reporting, payments, and cost management.

Efficiently purchase and oversee cross-media campaigns utilizing a media buying platform specifically designed for advertisers and agencies. Enhance both direct and programmatic revenue streams through a fully integrated advertising sales solution tailored for publishers and agencies alike. Stakeholders can seamlessly plan, implement, and control campaigns via a personalized self-serve advertising portal. This solution caters to both direct and programmatic advertising, incorporating connections to prominent ad servers, ad exchanges, SSPs, and DSPs. It also offers comprehensive features for managing print advertisements, including a detailed real-time booking calendar for streamlined campaign oversight. All essential out-of-home advertising functions are encompassed, ensuring effective inventory and price management. ADvendio operates on the Force.com® platform, benefiting from the reliability and scalability associated with a reputable name in cloud technology. This robust platform allows us to meet diverse business requirements through powerful APIs and mobile-friendly tools, making campaign management more efficient than ever before. Furthermore, the user-friendly interface ensures that even those with limited technical expertise can easily navigate and leverage its capabilities.

Top wealth management companies utilize the HiddenLevers Advisor Platform to assess client risk profiles, conduct portfolio stress tests, and develop strategies that mitigate risks while aligning with future objectives. The platform enables advisors to create tailored proposals showcasing risk tolerance, fee attribution, stress test results, and detailed breakdowns by style and sector, all presented under their own branding. Furthermore, HiddenLevers equips executives in financial institutions with vital business intelligence, allowing them to oversee risks associated with assets under management (AUM), clientele, revenue streams, and overall profitability, right down to the individual advisor's portfolio. This platform offers customizable tools for monitoring and visualizing risk metrics, asset movements, and key performance indicators specific to the firm, empowering leaders to navigate growth and complexity effectively and adapt swiftly to changing market conditions. By leveraging such insights, firms can enhance decision-making processes and improve client outcomes.

B2B Pay has assisted 3,000 businesses in managing payments globally, paying international suppliers, and exchanging currencies at rates more favorable than traditional banking institutions. We understand the challenges of launching a new venture because we've experienced them ourselves. With more than half of our clientele being newly established businesses, we possess extensive expertise in creating accounts tailored for startups. Our services include providing local bank accounts in the name of your business across regions such as the USA, Europe, Germany, and Great Britain, enabling seamless collection of payments from customers, payment processors, and marketplaces. We are dedicated individuals focused on addressing genuine challenges faced by businesses. To this point, we've empowered numerous companies around the globe to set up virtual bank accounts. Our founding team brings a wealth of knowledge and experience in finance and technology, having worked within both governmental and international corporate environments. Furthermore, B2B has established partnerships with esteemed financial institutions to enhance our service offerings. This combination of expertise and collaboration allows us to better serve our clients’ diverse needs.

The Enghouse Billing SaaS platform offers a comprehensive suite of functionalities including order entry, management, workflow automation, billing, and provisioning, all delivered through a Software as a Service (SaaS) model. This SaaS approach enables Service Providers to accelerate their revenue generation while seamlessly launching innovative, next-generation telecommunications services. It facilitates the definition and automation of intricate workflows using a cohesive Business Process Management (BPM) system. The platform provides a streamlined order processing and provisioning solution, complete with pre-configured integrations for third-party systems. Additionally, it includes built-in support for Salesforce, along with features for entitlement management, trouble ticketing, and customer self-service options. Furthermore, it fully accommodates e-bill presentment, payment processing, accounts receivable management, and general ledger integration, ensuring a holistic financial management experience. This extensive range of capabilities makes the Enghouse Billing platform a versatile tool for modern telecommunications service providers.

ezBOSPro is an intuitive back-office software solution designed for businesses of any scale, making it user-friendly yet robust. It allows users to oversee properties throughout the entire deal journey, from the initiation of the deal pipeline to anticipated commissions and finalized transactions. The software features automated checklist processes, such as deal and commission checklists, ensuring that every step is accounted for. Attorneys, agents, and brokers gain complete visibility into each real estate deal, with timely email reminders and instant notifications for progress updates. Commission payments are detailed, offering a breakdown for each property listing by facilitating the creation of tailored commission plans for all agents. The beautifully crafted agent portal assists in onboarding new agents while managing their performance, commission structures, and agent groupings under managers. Additionally, users can easily track expenses, which include E/O expenses, MLS fees, desk fees, technology fees, and more. The platform also allows for the assignment of each expense to various parties, streamlining this process for better clarity and efficiency. Overall, ezBOSPro is designed to enhance productivity and simplify management tasks across the board.

Effortlessly fill out intelligent web forms with relevant data and swiftly create NDAs, term sheets, subscription agreements, KYC documents, and more. Seamlessly connect with Obsidian Suite’s sophisticated client management database to monitor all aspects of client compliance. Optimize your workflow with our easy electronic sign-off feature, integrated with the advanced capabilities of DocuSign. Take advantage of real-time document status updates and comprehensive client interaction tracking through automated CRM feeds. Obsidian’s dynamic client portals cater to a diverse range of clientele, including institutional investors, high-net-worth individuals, and professional firms. This suite provides unmatched adaptability in client communication tailored for all types of investment management firms. Obsidian SmartDocs stands out as a premier solution for electronic subscriptions and KYC documentation within the investment sector. By automating and optimizing the management of investor data flows across various systems, SmartDocs empowers investment firms to achieve accelerated growth while enhancing their operational efficiency. Furthermore, the platform’s user-friendly interface ensures that all stakeholders can easily navigate and utilize its features effectively.

Track greenhouse gas emissions effortlessly while receiving automatic notifications and comprehensive reports on a daily, monthly, or annual basis, tailored by meter, facility, or property portfolio. Verdafero InSights™ is a unique Software-as-a-Service (SaaS) solution that enables secure monitoring, analysis, and reporting across various utilities, accommodating property portfolios of any scale. This innovative platform also excels in identifying utility leaks, theft, and efficiency opportunities while providing trend forecasts. In addition, InSights™ effectively pinpoints potential upgrade projects that can mitigate future complications, optimize cost savings, and enhance operating profits. It facilitates the automatic calculation of greenhouse gas emissions necessary for environmental, social, and governance (ESG) and sustainability reporting. As recognized leaders in the field, Verdafero collaborates with both large and small enterprises to minimize their energy consumption and expenses via enhanced energy efficiency strategies. Their team of skilled engineers conducts thorough evaluations of energy usage within buildings, generating detailed reports that reveal critical areas needing attention and improvement. By leveraging Verdafero InSights™, businesses can ultimately foster a more sustainable and profitable operational framework.

Eliminate the use of spreadsheets and transform finance into a collaborative team effort. Metric.ai serves as a comprehensive hub for all your financial information. You can confidently set project budgets, compute costs, and recognize revenue seamlessly. Maintain an up-to-date overview of your profit, utilization rates, effective billing, capacity, and additional metrics. Discover over 100 service-oriented key performance indicators (KPIs) and develop custom metrics to facilitate better decision-making. Organize projects and personnel into various departments, roles, and offices to accurately represent your organizational structure, complete with tailored metrics for each category. Enhance your forecasting accuracy by consolidating essential metrics like revenue recognition, multi-currency capabilities, financial closures, and historical variations all within a single platform. This approach allows you to inject more predictability into your planning. Additionally, you will receive alerts about potential risks and gain actionable insights into why actual results may differ from forecasts. By integrating project and resource plans, you can effectively plan for revenue, costs, and profits while adapting to changes in real-time. Embrace a more streamlined financial management experience that fosters teamwork and informed decision-making.

CabinetM is a Marketing Technology Management Platform. It makes it easy for enterprise marketers to manage their technology and find the right technology. CabinetM allows marketing teams to: Create marketing technology stacks that visualize, track, manage, and manage the technology used throughout the company; annotate each stacked with function, performance and integration information; track all details of vendor contracts; access a database with more than 10,000 products to help them find new products to engage, retain, and acquire customers; generate reports to keep everyone updated; and collaborate on technology strategy. CabinetM has many benefits: Customers will have a longer life expectancy due to better stack performance and better technology management; productivity gains due to central oversight of technology; compliance mitigation; and increased security and compliance exposure.

Navan (formerly TripActions), a leading corporate payments and travel management platform, is the successor to TripActions. Navan is trusted by more than 4,000 companies worldwide. It provides real-time data, insights, and flexible travel management tools to help organizations make informed business decisions. Navan rewards employees who reduce travel costs for your company. It's a win for both parties. Save money and time with the help of productivity features, policy controls and discounted rates. Corporate cards have controls that prevent out-of-policy spending. Innovative technology and world class customer service for travelers and administrators. Give your employees the ability to book and manage their travels with ease, and give your business unprecedented control over your travel program. Our platform gives employees a convenient and simple way to pay for costs related to business and gives your company a real-time view of spend.

EAZEMO is a complete Hospitality Software Solution. All-in-one Cloud Property Management Business software for your Motel or Hotel, Resort, Guesthouse, Lodge, Inn, B&B, and similar businesses. EAZEMO is intuitive and simple to use. Integrated Front desk, Accounting, Analytics, Guest Management & Accommodation platform. It's easy to grow and manage your Hospitality Business.

Qoorp, an online platform that allows companies to manage their equity, share issue, stock options, and automated workflows for board and shareholder meetings, is Qoorp. It provides full automation from start to finish, including registration of share issue and other regulatory requirements. It currently serves the Swedish market.

Combat the challenges of information overload with our advanced AI-driven research platform. By minimizing the time spent on searching, you can focus more on in-depth analysis, thanks to innovative natural language processing and automation that enhances your research efforts. Our collaborative research Notebook empowers your team to work together effortlessly, facilitating a more cohesive workflow. Harness the potential of linguistic and alternative data to extract valuable insights that others might overlook. Tackle information overload effectively as we analyze millions of data points and highlight the crucial information needed to maintain a competitive advantage in the markets. Sentieo is designed to help you discover alpha-generating insights from a variety of sources, including news, regulatory filings, market trends, historical data, documents, notes, financial fundamentals, projections, and more, all while keeping your team connected. With everything you need consolidated into a single workspace, Sentieo reveals insights that can significantly enhance your team's performance and decision-making. Ultimately, the platform ensures that your research capabilities are not only efficient but also strategically insightful.

Hedgebook offers online treasury management software that streamlines the complexities associated with financial reporting compliance. With daily rate feeds, users can produce independent and current evaluations for management and audit needs, eliminating the necessity to depend on banks. The platform is crafted to be user-friendly and straightforward, minimizing the need for extensive training. A brief training session with our specialists will swiftly equip you and your team to utilize the software effectively. Additionally, Hedgebook delivers insightful analytical features that provide a comprehensive overview of your financial positions. By ensuring that timely information is accessible to decision-makers, performance against treasury policies is consistently transparent, and detailed reports for management, Board, or audit requirements can be easily generated. Hedgebook adheres to top-tier security protocols, safeguarding the confidentiality and integrity of client data. All transactions are secured using SSL encryption, which protects the data communicated to and from the platform, ensuring peace of mind for all users. This commitment to security not only builds trust but also enhances the overall user experience.

Our payment solution is designed to enhance any business model, from sending payment reminders to facilitating transactions. By providing secure click-to-purchase links, text receipts, and bill reminders, our platform establishes a seamless connection between buyers and sellers, making the payment process effortless. This integration of payment and text communication not only simplifies transactions but also allows businesses to upsell offers and reduce refunds. Ultimately, utilizing payment-integrated messaging can significantly enhance revenue while simultaneously elevating customer service standards. This comprehensive approach ensures that businesses can adapt to the evolving needs of their customers efficiently.

CalibreRMS, a complete Research Management System, has an intuitive interface that allows you to record, share, and collaborate on data in a mobile-friendly, customizable, and user-friendly format. Calibre RMS is more than a note management tool. It seamlessly integrates your qualitative research with your modeling, analytics and modeling. It can be customized to your investment strategy and allows for immediate collaboration between teams from any location and on any device. Calibre RMS allows you to integrate it with other modeling tools and analytics tools without being locked in a proprietary system. It also includes audit trails to simplify compliance.

Ocerra AP Automation Software eliminates the hassle of entering invoice data, allowing businesses to reduce costs and increase visibility for accounts payable processes. 1) Ocerra automatically collects AP Invoices in your email and auto-extracts key invoice data. 2) The processed invoices are stored in your digital cabinet and can be exported to your financial system or approved. 3) Ocerra allows you to set up approval workflows and route invoices to the correct person before they are exported. You can export to your financial systems with or without approval by clicking a button. 4) Ocerra automatically imports payment information from your accounting system to provide accurate AP performance insight. We can assist you with custom integrations with your ERP system or financial system.

All-in-one field service software. Automate and grow your business. You can improve customer service, manage projects, close more deals, and track the real-time progress of all your business's day-to-day activities. You can dispatch jobs directly to field workers or technicians via our mobile app, or send a text message to get real-time status updates. In one click, you can generate Microsoft Word quotes using your existing templates. Send related brochures and attach them automatically with quotes. With one click, convert quotes to Work Orders. Based on field worker updates and rules, automatically update the status of Work Orders. When stock levels are low, monitor them and automatically generate purchase orders. You can search for any document, quote or purchase order, by item number, status or job type, technician, or company, and view all related documents, notes, and job history in one place. No more duplicate orders or invoices.

Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.

Procure Xperts is a SaaS-based procure2pay software solution for all sizes of organizations. Our eProcurement software saves time and money while managing supply chains. It also saves valuable business time for our customers. A Procurement Software that streamlines procurement management processes, while saving time and money for your employees. Procure Xperts provides result-oriented procurement software solutions. Our top priority is to push the boundaries and bring out the best in our clients so that they can deliver desired results for their customers. At Procure Xperts, customers come first.