Best Finance Software for Formstack Documents

Shopify is a comprehensive commerce platform designed for entrepreneurs and enterprises to launch and grow their retail businesses with ease. Users can build fully customized online stores or use pre-built themes, manage inventory, track orders, and accept payments both online and offline through Shopify POS. The platform provides powerful marketing tools like social media integrations, email marketing, and customer insights to boost sales and loyalty. Shopify also enables global selling with localized storefronts, flexible payment options, and efficient shipping solutions. Developers benefit from extensive APIs and tools to create custom apps, themes, and storefronts tailored to unique business needs. Shopify’s checkout experience converts shoppers 15% better than other platforms and supports millions of daily transactions with low latency. Regular feature updates through Shopify Editions keep merchants at the forefront of e-commerce innovation. Overall, Shopify empowers merchants to sell anywhere, anytime, with a trusted and scalable platform.

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.

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.

The new standard for online payments. Stripe is the best platform to run an internet business. For forward-thinking businesses all over the globe, we handle billions of dollars annually. Stripe creates the most flexible and powerful tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Stripe is helping millions of innovative technology companies scale faster and more efficiently than ever before. We believe that payments is a problem rooted in code and not finance. We are obsessed with finding elegant, modular abstractions that allow for robust, scalable and flexible integrations. Stripe is easy to use because we remove unnecessary complexity and extraneous detail.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

PayPal is trusted by 9 million merchants to help them establish, operate, and expand their businesses. With an array of tools, products, financing options, and dedicated support, you can effectively manage essential tasks such as payment processing, website development, shipping, and marketing. Additionally, we offer business loans* that enable you to obtain funding that supports both startup initiatives and ongoing growth. You can receive payments both online and in-person, whether through online invoicing, customized checkouts for your website, or mobile card readers for transactions on the move. Choose from various products and services crafted to streamline your daily operations, including features for tracking payments and printing shipping labels. In addition, discover our merchant lending solutions that facilitate quick access to necessary funds for your business, while also providing your customers with financing options that allow them to pay over time, ensuring you receive your payment upfront. Our goal is to empower your business every step of the way, making it easier to focus on what truly matters: growth and customer satisfaction.

Harvest makes it easy to track time, gain insights from past projects, and get paid for your work. A wide selection of visual reports keep projects running smoothly and your team supported. Harvest is ideal for teams in client services businesses that need a way to track time and expenses to multiple projects. Turn your team's tracked time and expenses into invoices and collect payments quickly with integrated online payments. Help your team spend time wisely with Harvest.

Chargebee is a subscription management and recurring billing tool that helps SaaS businesses streamline Revenue Operations. Chargebee integrates seamlessly with leading payment gateways such as PayPal, Braintree and Stripe. All over the globe, Chargebee allows you to automate recurring payments collection, invoicing, taxes and email notifications. Chargebee manages all your critical workflows, from lead to ledger, with powerful integrations that include Salesforce and Quickbooks, Avalara and Slack. Chargebee Retention is the best-of-breed solution that helps you avoid cancellations on a scale that suits your needs. It offers personalized experiences that deliver results and provides a way to deflect cancellations. To ensure a relevant and personalized cancel experience, you can run experiments based upon customer and subscription attributes.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

FreeAgent is a web-based accounting solution designed specifically for small business proprietors, freelancers, and their financial advisers. With a user base exceeding 60,000 companies, FreeAgent integrates a comprehensive suite of accounting features into a single platform, including invoicing, expense tracking, project management, and sales tax functionality, enabling business owners to devote less time to financial tasks and focus more on expanding their enterprises. Additionally, FreeAgent offers seamless synchronization with bank accounts, allowing for the automatic importing of transactions for enhanced convenience. This all-in-one approach not only streamlines financial management but also empowers users to make informed decisions for their businesses.

Maxio empowers B2B SaaS leaders in monetizing their businesses and uncovering critical financial insights in a volatile market. Natural growth is not a straight line. It ebbs-and-flows with the market. Maxio can help you navigate your business through any inflection point, no matter where you are on your growth path. Maxio is a system that supports your monetization model, no matter how complex or simple, without compromising the agility necessary to meet changing market needs. Maxio is able to strike the right balance. Maxio will not let your systems stop you from going to market. Maxio is the core of your tech stack. Maxio automates the manual tasks between your CRM, GL and reporting tools. You need to have insights now, not two weeks later, in order to navigate a constantly changing market. Maxio allows you to quickly and accurately answer your most difficult business questions.

Elevate your company's earnings by partnering with a global payments provider. Expand your customer base and enhance conversion rates with an all-in-one payments solution that integrates PayPal, Venmo (available only in the US), credit and debit cards, as well as popular digital wallets like Apple Pay and Google Pay seamlessly. Foster revenue growth and unlock new business potential while accepting various payment methods through a single, cutting-edge integration. Additionally, gain access to top-tier tools designed to combat fraud, ensure data protection, and streamline your operational processes. Enhance customer loyalty and drive sales with an optimized payments experience that meets modern demands. Utilize the extensive PayPal network and advanced technology to tap into new markets effectively. Furthermore, manage internal expenses and automate back-end functions without compromising on revenue generation, all while boosting your ability to detect and thwart fraudulent activities, thereby approving more transactions. This is the preferred payments platform for some of the most renowned brands worldwide, setting the standard in the industry. By choosing this solution, you position your business for sustained success and growth in a dynamic marketplace.

We help businesses get paid faster and make accounting easier. Stop Doing Redundant Tasks Our state-of-the-art technology powered by machine learning allows you to quickly calculate years worth of expenses in just an hour. Make professional invoices Pay quickly from your invoice We created invoices that allow you to get paid directly via Stripe, PayPal or Square. In the event that your client forgets to pay, they will be automatically re-assured and you will be notified once payment has been made. Your invoice will be updated with the matched payments. Get ready for tax filing! Are you ready to visit your accountant? In just two clicks, your Balance Sheet is ready. You can also share any reports or your entire account with your accountant in a matter of seconds. Now you are collaborating. It was simple.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.