Best Finance Software for iDashboards

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.

Excel recognizes your patterns and organizes your data to save time. Excel allows you to create spreadsheets quickly using templates or your own. You can also use modern formulas for calculations. You can present your data in new charts and graphs with sparklines, formatting, tables and tables. With just one click, you can easily create forecasts that predict trends. You can share your workbook with others, and you always have the most current version. This will help you get more work done. Office 365 allows you to work in Excel files from your mobile device, desktop, or web browser. Excel now allows you to add data directly from a photograph. The Excel app allows you to take a photo of a printed table on your Android/iPhone device and convert it into an editable Excel table. This new image recognition function eliminates the need for you to manually enter hardcopy data.

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

You can track your clients' incomes and expenses in one place so that you can easily prepare the required documents for tax time. QuickBooks Online will automatically categorize your clients' bank and credit card transactions. You can easily see the most recent expenses by having your client snap a photo from a receipt and attach it to any transaction. Clients can give you access their books so you can answer questions and help resolve problems. With more than 65 built in reports, you can analyze your clients' financial health. These reports also include accountant-specific data. Intuit-approved apps from third-party vendors that integrate with QuickBooks Online allow you to do more. Automatic updates ensure that you are always using the most recent version. Our security system is up to par with internet banking, so your data is protected with us. Your data is protected, so even if your computer crashes your work won't be affected.

Square Invoices is a web-based software that allows you to create and send online invoices. It makes it easy to create and send invoices in just a few steps. You can also customize invoices to make them more professional. Customers enjoy easy debit and credit card payments without any additional fees. Businesses can also access their dashboard online or on any mobile device to track their invoices and gain insight into how they are performing.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

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.

All-in-one software for business management. Sage 300 is trusted by over 40,000 customers in 150 countries, across a wide range of industries. Sage 300 manages finances, operations, and inventory at a fraction of the price of traditional ERP software. Manage multiple locations in multiple languages, currencies, and regions. Connect, analyze and report on the multiple business units, companies, subsidiaries and countries in your organization. Reduce the complexity of managing multiple entities. Centralize your processes, manage your accounting, operations, inventory, distribution, and much more, from a single app. Cloud-based financial tools that are best in class for companies with multiple locations and entities. It has a multi-currency and multi-lingual interface. Manage transactions through the entire sales cycle and automate your order procedures directly within Sage 300. Manage contractor and subcontractor expenses and time, and add stakeholders.