Best Finance Software for Microsoft 365 - Page 3

Online Invoicing and Billing for B2B Service Providers VatPay's billing software will manage your entire billing process, allowing you to create and send your invoices faster than any other platform. Online invoicing and time tracking have never been easier. VatPay is a powerful tool that will allow you to organize your business from one place. Track time, manage projects, and convert actual work hours into invoices. VatPay supports serveral payments gateways such as Authorize.Net, Stripe and PayPal. To help you make business decisions, track your expenses and generate intuitive financial reports.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

QuickBooks Enterprise offers a comprehensive solution designed to oversee both your business operations and financial performance. By utilizing QuickBooks Enterprise with cloud access, your team gains the ability to collaborate seamlessly from any location, all while ensuring a secure connection and benefiting from automatic daily backups. Experience enhanced software capabilities and the freedom to work from your preferred location with our hosting options. Furthermore, enjoy a remarkable increase in list capacity—six times that of Pro and Premier—allowing for management of up to 1 million customers, vendors, and inventory entries. Alongside this, you will benefit from expedited payroll processing within QuickBooks and gain valuable insights through over 200 detailed reports, as well as specialized editions tailored to various industries. The Enterprise Diamond package serves as an all-in-one solution that simplifies business management, offering essential features that can be customized and expanded as your business evolves. With our Assisted Payroll feature, we take care of your payroll taxes, ensuring that quarterly and year-end filings are done accurately and punctually, allowing you to focus on growing your business without the worry of payroll complexities. This comprehensive approach guarantees that your business remains efficient and scalable, regardless of its size.

A virtual data room, commonly referred to as a VDR, is a crucial resource for managing due diligence processes and various business dealings that require the secure sharing of documents. You can maintain oversight of your confidential documents effortlessly, even on devices and computers that your IT team cannot directly manage. With features ranging from remote document shredding to comprehensive user analytics, ShareVault enhances your oversight and control, allowing you to prioritize the deal rather than the data room itself. ShareVault’s advanced Information Rights Management (IRM) technology, exclusive to ShareVault Pro and ShareVault Enterprise, ensures you have ongoing authority over documents that are distributed to external parties. The secured documents are protected by AES-256 bit encryption and are accessible solely to users with the appropriate permissions, enabling the possibility of remote "shredding." Additionally, this means that access rights to a document can be revoked retroactively, even for files that have already been downloaded, giving you unparalleled control over your materials. This level of security and flexibility is essential for any organization that prioritizes the confidentiality and integrity of its data in business transactions.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

Amberlo is a cloud-driven legal practice management solution designed for law firms of varying sizes and diverse practice areas. It simplifies daily tasks like client and case management, document organization, time tracking, specialized billing, and scheduling for yourself and your team, enhancing ease, security, and efficiency in operations. By empowering legal professionals to operate profitably, adapt to changes, and foster sustainable growth, Amberlo ensures that users have seamless access to vital information from anywhere at any time, requiring just a web browser and an internet connection. Moreover, you can start taking advantage of its comprehensive features within a mere 10 minutes! If you aim to deliver enduring value to your clients while maintaining a competitive edge in the market, then Amberlo is the perfect solution for you! With its user-friendly interface and robust capabilities, it can significantly enhance your firm's productivity and client satisfaction.

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.

OANDA began with FX Data Services, which has been providing accurate and reliable FX Data since over 31 years. Our flagship product is the Online Currency Convertor, which serves millions of people globally. Our Historical Currency Converter and Rates API helps multinationals streamline their business process with FX and Digital Asset data that are trusted by the Big4 auditor firms and thousands businesses globally. OANDA Exchange Rate API Key Features: Exchange rates in real-time for over 170 currencies, sourced by multiple liquidity providers Historical data for trend analysis and strategic planning Easy integration with any platform Support to ensure smooth implementation and long-term achievement Trusted by Big4 Audit firms and thousands of businesses worldwide

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.

OANDA, a global financial service corporation, specializes in currency data and foreign exchange trading. The company was founded in 1996 and has since become a popular platform for both retail and institutional traders. It offers a variety of tools and resources to trade forex, commodities and indices. OANDA's transparent pricing, user friendly interface, and advanced technology make it suitable for both novice and experienced traders. OANDA also provides APIs and extensive historical currency rate data that are used by financial institutions and businesses worldwide for various purposes including payment processing, auditing and financial analysis. OANDA has a presence in many countries and is regulated by top financial authorities. This ensures security and compliance.

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.

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

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.

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

As an entrepreneur, you have a lot on your plate when it comes to running your business. That's where Teamleader comes in to make your life easier and your mind free. Our business software allows you to create quotes, manage customer relationships, invoice, and plan work, all in one convenient place. This means you can avoid the hassle of having information scattered across different inboxes, Excel sheets, and software. Instead, you'll have a clear overview of your sales opportunities, projects, and payments, giving you a sharp picture of your business's performance. Join over 15,000 entrepreneurs and their teams who rely on Teamleader's business software to streamline their paperwork and get more done with less hassle. Sounds good?

Asite serves as a collaborative open platform for the construction industry, allowing entities involved in capital projects to unite for planning, designing, and building while ensuring smooth information exchange throughout the supply chain. By offering a comprehensive suite of solutions, Asite connects teams that are spread across different stages of capital asset development, helping them to enhance quality and foster resilience in their projects. Additionally, Asite empowers capital project owners to lead in innovation, ensuring a continuous flow of critical information that aids in the development of digital twins throughout the project's duration. This capability not only streamlines processes but also enhances project outcomes significantly.

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

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Gorilla Expense is a leading expense reporting system that integrates extremely well with all Sage and Microsoft Dynamics accounting systems

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

TreasuryView is a treasury management system (TMS) built for finance teams that have outgrown spreadsheets and need a clear, reliable view of intercompany loans, bank debt, and derivatives — without the overhead of an enterprise implementation. The platform serves as a centralized system of record for treasury, controlling, and finance professionals in mid-market organizations, commercial real estate firms, family offices, and investment structures managing cross-border or multi-entity loan portfolios. TreasuryView consolidates bank loans, intercompany funding arrangements, and hedging instruments into a single workspace. Built-in financial logic handles interest accruals, amortization schedules, and derivative fixings automatically — removing the formula errors and version control failures common in spreadsheet-based processes. Integrated market data from 30+ global sources feeds directly into the platform, giving teams the visibility to model rate scenarios, identify exposure, and bring informed recommendations to leadership. Common use cases include managing 30–100+ bank and intercompany loans across multiple entities, running clean monthly reporting without weekend reconciliation, and producing scenario analyses that inform treasury strategy rather than simply documenting it. The platform is built as a decision companion — shifting finance professionals from reactive data management to proactive financial insight. Key capabilities include automated debt lifecycle management, real-time market data integration, board-grade reporting, interest rate scenario modelling, and full timestamped transaction logging. Teams typically reach functional status within hours. Monthly subscription, with anytime cancellation.

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!