Best Finance Software for Insightly

FreeAgent is an online accounting program that was created specifically for small business owners and freelancers. FreeAgent is trusted by more than 60,000 businesses. It combines all accounting tools into one platform, including invoice and expense management, project management, and sales tax. This allows owners to spend less time calculating numbers and more time building their business. FreeAgent can be linked to bank accounts so that transactions can be automatically imported.

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

Get the tools and insights you need to streamline your company. All in QuickBooks Online Advanced With customizable, presentation-ready reports, you can get the insights that you need most. Sync your spreadsheets to get more precise business data and custom insights. * You can save time by importing and sending hundreds upon hundreds of expenses and invoices at once. In just a few clicks, you can enter and edit multiple bills or checks. We take security very seriously. We keep your financial information safe with encryption and security safeguards. You can customize how you work with the many seamless app integrations created just for QuickBooks Online Advanced. Advanced can be integrated with premium apps such as Bill.com, HubSpot and Salesforce to make it even more powerful.

Debitoor is a platform for invoicing and accounting that is perfect for freelancers and small businesses. Debitoor allows entrepreneurs to create and send invoices and quotes. Debitoor allows users create professional-looking invoices, and can customize them with different logos or color-schemes. Debitoor allows users to send and track invoices online to their customers.

You get the best accounting, technology, and advisory solutions. Avoid the cash surprises and headaches caused by messy books and inaccuracies in your financials. We will provide accurate and timely financial insight on your business. Your business was not started to run an accounting department. Our team of CPAs and advisors is equipped with the necessary tools to help you succeed. Our 100% US-based team uses technology to manage your accounting with an individual touch. Bookkeeper360 is trusted and recommended by thousands of small businesses across the country. It has been awarded Xero's Top Partners of the Year twice and has been ranked among the Inc. 5000's Fastest Growing Companies for the past three year. Bookkeeper360 is a pioneer in the industry. It has been published in Forbes and Accounting Today, Business Insider, CPA Practice Advisor and other publications.

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.

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.

Tools that are mission-critical for business. Performance benchmarks that are powerful. Trusted fundraising recommendations. Gust will support you at every stage of your entrepreneurial journey. We connect you to the entire startup ecosystem, with over 800,000 entrepreneurs and 85,000 investment professionals. We know what investors are looking for in a startup and can help you get there. With powerful performance benchmarks and tailored feedback, as well as clear next steps for your startup's development, you will know where to focus your efforts, and the tools you need to execute. Our mission is to help founders succeed. We can help you reach your next milestone, whether it's setting up your company correctly or closing a Series C.

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.

Plan and analyze revenue and finance to predict impact. Connect the dots, create the equation and achieve your goals. As a CFO or controller, Exopen gives you everything you need to streamline financial reporting, improve budgeting and forecasting processes, create clear and insightful analysis for your stakeholders, and more. Exopen offers a modern, data-driven interface that streamlines the budgeting and forecasting process. You can save time by getting a better budget and a complete overview. You can make better decisions for your business by using data that is of high quality. Select modules that meet your needs to create a customized budget and forecasting process. Our planning tool allows you to work with account-based and driver-based forecasting, rolling projections, scenario planning and what-if analyses.