Best Finance Software for Microsoft Excel - Page 3

Bookeeping.ai leverages artificial intelligence to handle your financial responsibilities efficiently. TaxChat analyzes tax-related resources such as those provided by the IRS and HMRC, delivering quick responses to your tax inquiries. This innovative platform can reduce your bookkeeping expenses and time by an impressive 87.5%. It reveals potential tax savings while offering real-time AI-driven financial and business insights. Bookeeping.ai is at the forefront of developing text-to-action AI agents that streamline sales, marketing, and finance activities specifically for small businesses. Established by a Canadian entrepreneur and backed by an international team, the company has received numerous awards for its innovative solutions. Instantly generate new spreadsheets using AI and begin editing them right away. Engage in chat conversations to fulfill your financial tasks, while automatically importing transactions from your CSV files or bank accounts. Effortlessly complete tax forms with a single click, scan your emails automatically, and utilize a mobile app for added convenience. Furthermore, you can create and communicate with your documents seamlessly, enhancing your overall financial management experience.

AccountSight serves as a cloud-based Professional Services Automation (PSA) tool tailored to assist startups and expanding businesses. Its notable features encompass project management applications, time and expense tracking, as well as billing and invoicing capabilities. Users benefit from the convenience of automatically linking timesheets and expense receipts to project invoices, in addition to having tools for project planning, forecasting, and scheduling at their disposal. The platform efficiently monitors the discrepancies between planned and actual costs, alongside comparing scheduled hours with the actual time invested in projects. Furthermore, administrators are empowered to generate project estimates, forecast budgets, submit bids, and seamlessly convert estimates into invoices. To enhance accessibility, AccountSight also offers mobile applications compatible with both Android and iOS platforms, ensuring users can manage their projects on the go. Overall, this comprehensive solution is designed to streamline operations and foster growth for its users.

With Prokuria's cloud-based platform, you can streamline your procurement process and save time without compromising on quality or customizations that match each team’s needs perfectly! The intuitive interface makes it simple for any size business to use. Prokuria's solutions help companies reduce costs, time, and labor by providing an efficient procurement process. The company offers the following: RFIs (RFQs), RFPs & all types of e-Auctions. Requisition Approvals to make sure suppliers are operating at full capacity. Supplier Management Tools that collate all relevant data on demand while monitoring prices. Purchase Orders made interactive. Contract Repository where organizations can store their contracts. Supplier Price Monitoring No Code is needed anymore as we provide also no coding software package. You can't go wrong with Prokuria! We use several different approaches to achieve a modern and efficient procurement process. We are sure not only will you be satisfied but also impressed. We have an easy-to-use system for the user - a free trial so as soon as possible everyone has a try before purchasing option and speedy implementation into your business needs on top of other great features.

Sheshi FR, a revolutionary SaaS app, is designed to optimize and streamline financial reporting processes. Sheshi FR, powered by artificial intelligence (AI), aims to empower finance professional by delivering a 'Print-Ready financials' at lightning speeds. The platform is designed to ensure accuracy and conformity, which will reduce the time and effort required for manual report preparation. Sheshi FR is the future of financial report generation, focusing on efficiency and precision while allowing professionals to focus their efforts on strategic decision making. Its ultimate goal is to redefine the role played by finance professionals such as Chartered Accountants (CAs), CFOs, Tax Professionals etc. By equipping them with cutting edge technological capabilities.

Emburse is a collection of some of the most trusted and powerful financial automation solutions in the world. Emburse Expense Professional is part of our product portfolio. It promises to humanize work while providing expense, accounts payable and business travel solutions for growing companies. Emburse Expense Professional automates your business operations with superior customer service and automation. Automate the creation of reports for employees and streamline approvals. Accounting professionals can also make reimbursement and reporting easy. IDC has rated Certify as a Leader in expense administration and it is trusted by more that 4,000 organizations, including Boot Barn, H&R Block and Virgin Galactic. It streamlines expense processing, purchasing, and travel booking.

Digital CFO is an automated accounting software ERP that allows financial management and reporting. It is not dependent on the size or sector of the business. IDOS allows for real-time, accurate transaction processing. It also ensures that data processed is available in real time for all upstream reporting and analytics activities. Businesses of all sizes, including small and medium-sized businesses, as well as multi-national organisations with multiple branches or business segments, can use IDOS. IDOS powers two of the Big 4 Global Accounting & Audit companies, which use IDOS for accounting, financial management, and reporting services. IDOS' unique ability to assist businesses in interacting with the eco-system within which they operate is one of its greatest strengths. IDOS has a digital portal that customers, vendors, and bankers can access to transact and interact with the business in real time. For more information, please contact us.

HomeZada, an online platform and app that allows homeowners to manage their biggest asset and largest expense, their home, is what HomeZada does. It provides a cloud-based, secure solution that allows homeowners to track their home inventory, manage home projects, and understand total homeownership costs. It is also an option that helps homeowners service businesses in areas like insurance, mortgage, real-estate, and home building to retain and engage existing customers and attract new customers.

Sage 50 simplifies your business life. Spend less time on administrative tasks, worrying about your finances or compliance. Our solution allows you to use fewer products. Secure remote access to company data, analytics and business contacts, customer records as well as critical documents and key tasks allows you to work how you choose, when you wish. Microsoft 365 integration gives you access to essential apps like MileIQ, One Drive and SharePoint, Teams, CRM and Sage 50 financials from any device and any location. This includes Microsoft Office basics like Outlook, Word and Excel. Outlook Connector saves you time and helps organize your business. It automatically syncs Microsoft Outlook contacts with Sage50 contacts. Access customer information such as credit limits, contact information and order history quickly and easily. Sage Intelligence powered Microsoft Excel and Power BI provides meaningful insights into business data.

Board stands out as a highly regarded decision-making platform suitable for organizations of all sizes. It integrates business intelligence, corporate performance management (CPM), and analytics into a single robust solution, allowing users to create and manage applications swiftly and effortlessly without any coding. With various deployment options available, Board ensures that users can access critical information more efficiently and promptly. This flexibility enhances the overall decision-making process, making it an invaluable tool for businesses striving for success.

Zebra BI allows you to create stunning reports and dashboards using powerful visualization tools within Power BI and Office. Our easy-to-use tools for creating meaningful, actionable and user-friendly reporting make it possible to deliver real insights in record time. Zebra BI can be imported into Power BI or Excel to create reports in minutes. Create actionable and understandable business reports and dashboards. Zebra BI visuals not only show you whether something is good, but also puts your data in the right perspective. You can better understand your company's performance by using advanced features like dynamic comments, focus modes, scaling groups, and drill-through. Zebra BI will simplify your data models and shorten your report dev time. Zebra BI simplifies your data models, and reduces the time it takes to develop reports.

Payhawk's corporate Visa cards allow you to automate manual processes, increase efficiency, and accelerate your business expansion. Join 32 finance teams around the world that trust us for a single global solution.

Managing international taxes has become significantly simpler with our innovative solutions that offer real-time calculations for VAT and US sales tax, quick tax registration, continuous threshold monitoring, and streamlined data processing. If you find yourself overwhelmed by complex tax regulations, excessive paperwork, and unnecessary costs, Taxually is here to assist you. You can seamlessly sync all your sales data with Taxually's user-friendly platform, utilizing CSV uploads, compatible file formats, or through our efficient integrations with major platforms like Amazon and Shopify that automatically extract your data. The system integrates smoothly with top-tier e-commerce and accounting solutions, accommodating transaction data in multiple formats for versatile processing. Additionally, it facilitates the rapid mapping of custom data files when a direct integration isn't available. After uploading your information, our state-of-the-art data validation and correction features will rectify any discrepancies, guarantee precise tax calculations, and help maintain compliance with the ever-evolving regulatory landscape. With Taxually, you can focus more on your business while we take care of the complexities of tax compliance.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

Valutico, a web-based valuations platform founded in Austria, provides the financial services industry with data-driven tools that allow them to perform analysis more efficiently. Valutico, with its headquarters in Vienna and affiliates in the UK and USA, empowers experts and businesses to perform accurate valuations in minutes. It also solves the problem of complex tools and lack of data sources. Valutico gives you access to reliable market data from the most reputable financial databases. It also cross-checks business plans and offers useful suggestions to improve consistency and plausibility. Valutico offers access to over 15 of the most respected valuation methods in the world, saving experts time and transferring results from spreadsheets to slides.

A contemporary operating system tailored for managing funds effectively. Connect seamlessly to your back-office systems to keep track of your investments and the performance of your funds. Streamline your data gathering process to oversee the development of your portfolio companies and enhance your support for their requirements. Generate personalized LP reports using our powerful report creation tool or pull real-time data directly into Excel for convenience. Consolidate your deal pipeline to synchronize your investment team and eliminate countless hours spent on manual data entry each day. Utilize your firm's connections to aid in sourcing new deals, fundraising efforts, recruitment, and facilitating introductions. This comprehensive approach not only boosts efficiency but also empowers your firm to make informed decisions with greater ease.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

N2F can be used with all ERP and accounting software. It automatically enters the entries into your accounting program. Analytics are managed and recoverable VAT is calculated. Multi-country management, one or recurring advance payments and travel requests. 11 languages. All is included. No surprises! No more tedious data entry at month's end: Complete your expense reports online. Do not lose another expense report. Take a picture. N2F will automatically fill in everything. Do not waste time calculating recoverable taxes. Automate import expense reports into your accounting software. Eliminate the hassle of managing expense reports for your employees.

inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Our B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.

VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. Run as many concurrent accounting integrations as you need. VOGSY takes mere minutes to connect Xero in AUD for Australia, Tally in INR for India, Sage in GBP for the UK... Any configuration you need. Connect as many local accounting tools as you need Consolidate key finance data in your base currency Ramp up a new country in minutes, in any currency Comply with local accounting practices with zero fuss Keep costs under control Obtain 100% accuracy in A/R and A/P administration

RIB Candy is the most popular construction management software suite. It's designed to estimate and control built environment projects. Candy is unique and powerful. It was designed to meet the needs of the industry, from take-off to pricing and planning a job, to controlling at the site level, to the final certificate. Project Estimating, Quantity Takeoff (QTO), Planning and Forecasting, Cash Flow, Valuations and Subcontract Management are just a few of the features.

Attio is a next-generation, AI-native CRM designed specifically for modern GTM builders and fast-growing teams. It combines data, workflows, automation, AI, and reporting into one unified platform. With its powerful automation engine, businesses can control and optimize even the most complex revenue operations. Attio’s AI capabilities help scale tasks traditionally handled by humans, such as lead qualification and routing. Its flexible data model adapts to each company’s unique business structure, ensuring the CRM reflects real-world operations. The platform connects diverse data sources to maintain a live, accurate view of customer relationships. Real-time reporting enables teams to visualize performance and gain insights almost instantly. Attio eliminates long onboarding cycles by syncing directly with email and calendar tools. Built for scale, it handles massive datasets with low latency while maintaining high security standards. Overall, Attio empowers teams to execute revenue strategies with precision and confidence.

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

BiCXO is an advanced AI finance platform designed to elevate finance teams beyond manual reporting by enabling predictive, analytical, and strategic decision-making through its AI engine, MiWa. MiWa guides finance departments by recommending business strategies, optimizing operations, tracking KPIs, and forecasting future outcomes with precision. The platform automatically analyzes cash flow, identifies underperforming products, highlights metric correlations, and evaluates financial impacts across multiple scenarios. Its reasoning engine sheds light on margin fluctuations, customer trends, and non-obvious relationships in the data to help leaders understand the “why” behind performance changes. BiCXO also provides a comprehensive suite of finance tools including FP&A reporting, revenue analysis, consolidation, reconciliation, treasury management, and AR/AP processing. Teams can save significant time with automated workflows and consolidated dashboards that unify data from various systems. Testimonials emphasize dramatic time savings, improved visibility, and enhanced data confidence after adopting BiCXO. With secure architecture, role-based access, and full control of financial data, BiCXO empowers organizations to modernize finance while focusing on strategic growth.

Technology solutions for investor portals are designed to facilitate file sharing, enhance collaboration, and improve investor relations for a wide array of financial entities, including investment firms, general partners, fund managers, administrators, registered investment advisors, limited partners, banks, and others. These investor portal software solutions not only allow for secure sharing and collaboration but also help in producing and safeguarding critical information. The journey to an exceptional investor experience begins with these tools. With InvestorPortaLPro (IPP), you gain access to a polished, secure, and advanced investor portal software solution alongside a comprehensive reporting portal for investor relations. This platform is aimed at attracting additional capital while ensuring the satisfaction of existing investors—all at a competitive cost. IPP specializes in providing secure private equity and venture capital investor portal software, along with tailored websites and solutions. It offers a range of reporting solutions that aid in fund marketing and serve as a conduit for fundraising, enabling quicker capital raises, secure online document distribution, and effective collaboration with investors. By utilizing IPP, you can expedite your fundraising efforts and provide your investors with transparent access to real-time information, while also showcasing property and investment details through dedicated investor relations portals. Furthermore, the user-friendly interface ensures that both new and seasoned investors can navigate the platform with ease, fostering a positive experience for all parties involved.