Best Finance Software for FreshBooks

Codat helps their clients build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

Accounting. Billing. Banking. SaaS & Ecommerce. All in one solution. For Accountants, Lenders & Acquirers. FirstOfficer is the first reporting tool for startups. All those battle-tested integrations and benchmarks are now yours. You can effortlessly onboard your clients, prospects or portfolio companies. Green circle with a green checkmark in center Configurable onboarding: Create an onboarding experience that you want to share your clients. Green circle with a green checkmark in its center White Label Experience: Customize the onboarding experience for your brand. Do you want to know if you should only build the integrations that you need? We are confident that you will encounter thousands of edge cases, especially with Subscription billing. The maintenance will never stop.

You can get a customized calendar with reminders for tax deadlines for one or several businesses, emailed to your inbox so you don't forget a due date. You can eliminate the guesswork of figuring out how much income tax or sales tax you will owe. You can manage your tax compliance for one or more businesses with one dashboard. Never forget a deadline for your business tax - income tax, sales tax or annual reports - not tax. We will create a custom calendar that includes all the tax deadlines you'll need to meet throughout each year by asking about your business. We take the guesswork out when figuring out how much income tax and sales tax you will owe. Our tool gives you an accurate estimate of how much you will need by the deadline.

Simple self assessment tax return. GoSimpleTax is free and you don't have to be an expert in self-assessment tax returns. GoSimpleTax is available for Android and iOS. This will allow you to save hours and avoid the stress of completing your annual taxes return. Automated self-assessment tax returns can be automated with one-click shortcuts. It doesn't have it to be. It's easy to make costly mistakes on your tax returns or miss opportunities to lower your overall tax bill. GoSimpleTax automates much of the legwork and calculates if you could be paying less tax. Easy automatic reporting makes it easy to integrate GoSimpleTax with your business's administrative needs. You can use reminders to help you manage your calendar and make sure you don't miss a deadline. Register now There is no obligation to sign up.

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

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.

Our Accounting Data as a Service API allows you to connect to all major accounting service providers. You can quickly build and deploy your application with just a few lines code. Get more accurate and complete information about your customers for a fraction of the market price You can see what your customer sees directly from the source. A beautiful front-end module is available to collect accounting data from your customers in real time. It is optimized to optimize conversion rates. All major accounting software providers are supported. This allows you to access financial transactions, insights, and reports on your customers on-demand. Developers can begin within minutes and have their software deployed within hours. We created the easiest and fastest API to meet all your accounting data requirements.

The Precise API provides essential insights into the financial performance of business clients. This includes historical, real-time and forecasted data. The Precise API is compatible with all leading accounting platforms and offers real-time push-pull functionality. It's ideal for financial institutions, fintechs, and lenders who work with small to medium-sized business. Predict as a service is a powerful add-on to the Precise API that provides your clients with a premium white-label cash-flow forecasting and scenario-planning portal. Cash flow solution will keep your clients engaged with your brand and give them a reason to connect their business data.

Our program management solutions will help you grow and strengthen your customer relationships. Our turnkey platform solution allows banks to launch a branded credit card for business quickly and without expensive software development investments. Our bank admin tool gives banks real-time access their program data, and a no code solution to manage their credit card program. Our team of experts can help you launch and manage your credit program seamlessly. Services range from marketing and customer service to risk and underwriting. Our platform can be customized to meet your program's needs and cover all stages of the process. Our white-labeled mobile app and platform allows your customers to manage all aspects of the finances of their business, including spending, approvals and bill payments. Your customers can easily issue your branded virtual or physical credit cards, and add them instantly to digital wallets.

We'll manage ClayHR, file all your compliance paperwork, answer employee questions, and provide HR guidance. We create customized dashboards and employee onboarding workflows. We also build performance review processes, review cycle, onboarding templates, employee surveys, and more. Our experts can answer a simple question about HR or provide guidance in complex HR situations. Our team of HR experts will provide you with proactive and personal support. Use our extensive library of job descriptions and other resources, including handbooks, performance evaluations, etc. To learn more about these templates, contact your account manager. ClayHR gives you access to a native SQL-based database for business intelligence and analytics. This means that you can run any ad-hoc queries, run any number of tests and innovate when you come up with brilliant ideas. Analyze data using your processes and tools.

Improve your financial management and operational efficiency. Our users report saving up to 40 hours per month. G-Accon's cutting-edge features can save you thousands of dollars. You can easily import data from Xero and QuickBooks into Google spreadsheets. Make changes and then sync the spreadsheets back. Eliminate manual data entry and ensure your records are always current. Take advantage of the power of live data analytics for finance professionals. G-Accon’s cutting-edge analytics tools help CFOs and Accountants make better decisions faster. Let G-Accon do the heavy lifting. Our suite of automation software is designed specifically for finance professionals to reduce repetitive tasks and manual tasks. CSV files are no longer a problem. G-Accon allows users to create, edit, or delete financial records from Google Sheets.

RemotePass is the most powerful, user-friendly global onboarding and payroll platform available for global teams. Our vision is to create an environment where everyone can work remotely and has access to financial services and benefits. We simplify the process by simplifying the payroll and benefits process for forward-looking businesses and remote teams. Our all-in-one solution for companies allows you to manage the entire remote working lifecycle. It allows you to hire, pay, and manage remote workers in 150 countries. RemotePass is a great option for contractors and teams. RemotePass makes sure you get paid on-time in the currency and payment method you choose. Our super app also gives you seamless access to top financial services and benefits, no matter where you may be.

No-code, one-time integrations are available for 200+ of the most popular platforms in the world. You can connect everyone, from HR and payroll to managing customers or vendors, without having to lift a finger. Our interface is so intuitive it almost looks like you're automating everything within QuickBooks. Integrate QuickBooks seamlessly with your accounting systems. This will eliminate data entry and increase productivity. Your franchise business will have easy access to accounting. A white-labeled app for accounting automation will help you stay ahead of your competitors and keep your customers coming back longer. Automate the tedious work between complex systems and connect them in one workflow. Integrate QuickBooks seamlessly with your accounting systems to reduce data entry and increase productivity. Your accountants can enjoy what they do and focus on meaningful tasks that have a greater impact.

Reimagining the technology funding and procurement process by combining payments with predictive pricing and financing. Flexible payment options embedded in sales to close faster. Leverage your existing recurring revenue to get funded now. You can get paid even if your customers pay later. Align your payments to the ratio with customer payments. You can unlock capital for growth by using your own assets, without dilution and debt. Ratio does not require monthly payments, unlike venture debt or revenue-based funding. Choose which contracts to sell according to your cash flow requirements. The Ratio team consists of experienced SaaS executives and finance executives as well as serial entrepreneurs, builders and dreamers. Equity is an important part of building your company and rewarding your team. Ratio does not dilute your equity by selling warrants or selling equity.

HitPay POS is the best solution to manage your business. Manage unlimited locations, automate operations, and more. Simple pay-per-transaction pricing. No subscription or setup fees. With HitPay's online store, your first sale is only a few clicks from being made. HitPay's easy-to-use and free online sales platform will help you build an online business. Enjoy a hassle-free setup with a professional design and smart business features that will help you grow your business without hassle. HitPay recurring payment allows you to easily manage subscriptions and memberships. Set up billing cycles, automate collection, and get paid quicker. HitPay accounts come with premium billing and subscription management tools.

Invoices up is a tool designed to simplify invoice management for FreshBooks customers. It allows you upload, edit and sync your invoices in bulk. Invoices Up streamlines workflows, ensures accuracy and saves you time with features such as precise line item adjustments and a real-time billing dashboard. It is perfect for small businesses, accountants and freelancers. It helps you stay organized so that you can focus on growing your business.

CollBox can improve your collection process

Stop losing sales! Flexible payment plans allow you to seamlessly automate installment payments for products or services. Customers and clients can choose the rate they prefer to pay. Check out our growing collection of online shops that offer partial.ly payment plans. We are sure you will find something you love. There are always more merchants to add so be sure to keep checking back. Partial.ly allows you to offer flexible payment plans to your clients for large invoices. You can connect to your existing invoicing software to send bulk payment plans, or you can use Partial.ly to provide a standalone payment plan service. You can link your shopping cart with the intuitive and user-friendly Partial.ly customer checkout for eCommerce. Your customers can choose the terms that are most suitable for their finances. This will increase sales and conversation rates for you business.

Our Advanced Account is a simple merchant solution for growing businesses. It charges only $30 per month and offers interchange pass-through pricing. Only MerchantPlus provides a wide range of gateways and processing options, all with one big button. MerchantPlus makes it easy to get started. There are 100's of approved shopping carts, billing systems and subscription management platforms.

Your company's future is possible with funding. Apply now and you will receive a credit decision within minutes. Funds can be transferred as quickly as the next business day. You can draw from your dashboard. Funds will be deposited into your business checking account. If you have any questions, we are here to help. Before you make a payment, always check the total. No confusing language. No penalty for early repayment. We will take a look at your business in order to make a quick credit decision. First, give us some basic information about you company. Connect your bank account or accounting software. Your login credentials are not stored by us and will not affect credit scores. You probably know that sometimes you may need extra cash if you own a small business. Even the most successful small businesses can experience slow sales, late invoice payment, unplanned expenses, and other short-term cash flow issues.

To be a valuable part of a company's future, you need to understand their financial history, issues, and needs. You can see key metrics using the most popular financial apps. This includes tools that allow you to compare trends and evaluate the performance of business customers in real time. The seamless integration and automated analysis make it easier to identify opportunities and problem areas, allowing banks the ability to provide personalized service like never before. Now, all the tedious data sharing and cumbersome application processes that used to be a problem for small and medium-sized businesses (SMBs), are quick and easy. You can send highly personalized sales offers that are based on a current analysis of all the opportunities and issues facing businesses. Banks can help their customers make better business decisions by providing a clear view of their financial history.

KEY ESG can help you identify the metrics and frameworks that are relevant to your business, and set up ESG management processes that are efficient. We make ESG data gathering accurate and painless. KEY ESG’s metric library allows companies and investors to stay up-to-date with the latest ESG frameworks, regulations and frameworks. Our software can handle SFDR, CSRD IFRS EDCI and more. You can export or access easy-to-interpret visualizations of your ESG data in our platform. Drill down to the data by site, asset type, fund type, and portfolio company. This will help you identify improvement opportunities, and turn data into actions. KEY ESG can help you set targets and create action plans to achieve your ESG objectives. Comparing your ESG data to external benchmarks will help you gain context for setting goals and tracking your progress.

Say goodbye to the manual processing of invoices and expenses. Avoid the back and forth of chasing down missing details. Summit's AI system automates your processes seamlessly. Automate AP using AI-powered tools. Capture invoices and receives automatically, route them to approvers through custom workflows, then sync seamlessly with accounting programs for effortless bookkeeping and reconciliation. Monitor real-time statuses to ensure quick reporting and audit preparation. Automate the uploading, tracking and approval of invoices. Eliminate manual data input and ensure accuracy. Free up time to focus on strategic activities. Manage reimbursement requests using our centralised dashboard to ensure compliance with policies. Save time, reduce errors. Our Accounts Payable Automation (AP) systems provide real-time visibility of all company spending. All information is in one place. This makes it easy to ensure policy compliance and responsible expenditure.

AllayPay specializes in high-risk, high-volume merchants. We also service thousands of low risk and card-present merchants in all industries including hotels, restaurants and bars, retail stores and salons, as well as lawyers, electricians and consultants. Allow customers to choose the payment method that works best for them. Our platforms accept payments via any preferred method. Finding the right payment processor is difficult in a high-risk business. Approval for a merchant account can be difficult, whether it's due to a reputational threat, bad credit, or strict regulations. You need a payment processor that understands your industry, and the risks that you face every day.