Best Finance Software for Copper

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

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.

Messenger can turn conversation into customer loyalty. Messenger makes it easy to acquire customers by allowing people to take action right where they are spending their time. Messenger allows you to create a presence and allow people to browse your products or services and then purchase them in the conversation. Messenger can help you market your product or service to more people. Conversations create a meaningful connection between your business and customers, regardless of whether you're launching new products or increasing awareness. Customers can communicate with you on their terms by integrating Messenger into a customer service strategy. There's no need to wait on hold or keep your website open. Messenger is the best place to keep in touch with your agent and ask questions.

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Rippling streamlines HR, payroll, IT, and spend management for global businesses. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration to performance. Automate HR tasks, simplify approvals, and ensure compliance. Manage devices, software access, and compliance monitoring all from one dashboard. Enjoy timely payroll, expense management, and dynamic financial policies, empowering you to save time, reduce costs, and enhance efficiency in your business. Experience the power of unified management with Rippling today.

VOGSY is the only Professional Services Automation (PSA), software designed for Google Workspace. VOGSY manages your services business from Quote through Cash using the Google Workspace tools that you use every day. Gmail, Docs, Sheets, and Drive all seamlessly integrate with VOGSY workflows, giving you and your team real-time collaboration capabilities that are unmatched by any other PSA. All this from the beautiful, intuitive Google interface they already know. Global B2B service companies trust VOGSY's quote-to-cash ERP system to ensure that their business runs more efficiently, profitably, and predictably. Plan, execute, track, and improve your service lifecycle. - Management of opportunities - Project planning and management - Resource planning and management - Task management Time and expense tracking - Invoicing & Billing - Revenue and resource forecasting - Real-time reporting and analytics

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

Get the tools and insights you need to streamline your company. All in QuickBooks Online Advanced With customizable, presentation-ready reports, you can get the insights that you need most. Sync your spreadsheets to get more precise business data and custom insights. * You can save time by importing and sending hundreds upon hundreds of expenses and invoices at once. In just a few clicks, you can enter and edit multiple bills or checks. We take security very seriously. We keep your financial information safe with encryption and security safeguards. You can customize how you work with the many seamless app integrations created just for QuickBooks Online Advanced. Advanced can be integrated with premium apps such as Bill.com, HubSpot and Salesforce to make it even more powerful.

Give your investors a beautiful, personalized, and modern view of their portfolio. Your investors can track their investments, projections and returns all on one page. You can drill down to the specifics of each investment. Keep your investors informed on the move or from their home. Our software is specifically designed for real estate investment firms. Everything is tailored to your needs. Automate and take control of your internal processes in order to increase efficiency and reduce errors. Manage all your contacts, entities and ownership data in one place. Your entire team can update and access it. Our powerful marketing automation engine is at your service. Sensr Portal integrates with your website and marketing materials to improve the funding process. Create instant landing pages to gain insight into prospect interest and engagement.

Plan and analyze revenue and finance to predict impact. Connect the dots, create the equation and achieve your goals. As a CFO or controller, Exopen gives you everything you need to streamline financial reporting, improve budgeting and forecasting processes, create clear and insightful analysis for your stakeholders, and more. Exopen offers a modern, data-driven interface that streamlines the budgeting and forecasting process. You can save time by getting a better budget and a complete overview. You can make better decisions for your business by using data that is of high quality. Select modules that meet your needs to create a customized budget and forecasting process. Our planning tool allows you to work with account-based and driver-based forecasting, rolling projections, scenario planning and what-if analyses.