Best Finance Software for CSG Forte

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing, Scheduling, Analytics * Integrated E-Commerce & ERP & CMS * CRM * Dashboards for teams, clients & suppliers * Automate Accounting (GL, AR, AP, Trial Balance, Ageing) & customised ledgers * Automate Invoicing & E-Payments * Purchase Orders * Inventory Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Quotes * Encrypted Messaging * Detailed Reporting & filters

Zoho Expense, a simple and affordable software that allows for expense reporting and monitoring, is easy to use. Zoho Corporation, a multi-national business software company, created Zoho Expense. It allows users to automate expense recording and streamline the approval process. Users can also control expenditures and gain visibility and control. Among its key features are expense analytics, credit/debit card transaction imports and auto scan receipts. Custom report fields, multicurrency support and multi-currency support.

ChargeOn allows businesses to instantly set up a global payments system. This allows payments to flow immediately and accelerates company growth. It is a native Salesforce app that uses the secure API from Stripe to process payments. Here are some features: 1. PCI-compliant credit cards & ACH payments 2. To set up Payment using ChargeOn, map any other standard/custom object 3. Allows payment in cents or USD 4. 100% native payment processing. 5. Use embedded buttons to manage stripe payments within the salesforce platform 6. You don't have to worry about messy payment integrations or manual inputs. 7. Point-to-point encryption solution 8. Auditable and compatible third party integrations Businesses can use ChargeOn to: Save Time Reduce costs Manage Payments effectively Pay faster Reduce Manual Workload Easy management of global transactions

Subscription DNA®, Automate Your Recurring Payment Business Subscription Billing, Membership and Paywall Software Subscription DNA's powerful SaaS platform integrates automated subscription billing, robust subscription management and reporting, paywall implementation, user authentication and customer self-serve account management. We provide hands-on service to help setup your entire working model and show you how to use it. Your customers can log in from your website directly to manage their accounts using our custom front-end options. Our branded administrative console allows you to quickly manage accounts, automate repetitive invoicing, analyze reports and communicate with targeted user groups. You can also process transactions, generate payments requests, track member login statistics, and much more. You can benefit from our flexible and personal approach to ongoing support and custom development services at your own terms. We work with clients on a first name basis with long term relationships.

Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.