Best Finance Software for Microsoft Outlook

Sage 50cloud Pastel represents the next generation of Sage Pastel and the beginning of your journey into Sage Business Cloud. Sage 50cloud Pastel Partner provides up to 20 users, unlimited company licences, and cloud-connected accounting functionality that small businesses need. Sage 50cloud Pastel partner will also give you the tools you need to stay compliant with legislation. Sage 50cloud Pastel Partner synchronizes your records, contacts, balances, transaction histories, and documents with Outlook. This allows you to connect quickly & efficiently with your customers, no matter where you're located (desktops, cloud, or mobile). Sage Business Cloud Payments allows customers to pay you using a variety of secure, simple and reliable payment methods. Sage 50cloud Pastel Partner will automatically back up your data to the cloud, and notify you of any issues.

DocStar ECM and DocStar Automation make managing all your content simpler and more efficient. DocStar ECM is flexible, collaborative, and rich in features. It empowers growing businesses with smart data capture, smart workflows and retrieval, as well as quick ROI. DocStar ECM is available as both a cloud-based and on-premises service. It allows teams to work more efficiently from any location, at any time, and with any device. It can be integrated with accounting, ERP and HRIS systems, as well as other business applications. Document management and automated AP solutions can be implemented in the cloud or on-premises. Easy to use, powerful, and affordable DocStar AP Automation empowers your team. Learn how to automate accounts payable with AP360. You can create and process secure, simple-to-use eforms to capture, verify and approve data and integrate it with core business systems.

Global Shop Solutions ERP software simplifies manufacturing.™ Global Shop Solutions ERP software offers the tools needed to deliver quality parts on time from quote to cash. It also includes shop management, scheduling and inventory management. Our manufacturing customers can choose to use the cloud or premise for real-time inventory accuracy and better customer service. The headquarters in The Woodlands, Texas features a state of the art R&D facility as well as a Global Shop Solutions training centre. The company supports thousands manufacturing facilities in more than 25 countries through its offices in the United States, Mexico, Indonesia and Singapore, as well as in Australia, New Zealand, Australia, New Zealand, Singapore, Australia and New Zealand.

Sage Business Cloud X3 gives you complete control over your business, from sales to supply chain. Software for established businesses that seek greater efficiency, flexibility, insight, and control. You can take control of your entire business with a simpler, more flexible, and faster production, financial, as well as supply chain management. All of your manufacturing processes can be managed in one place, allowing you to get to market quickly. Real-time inventory status monitoring allows you to keep up with the demand and optimize efficiency. You can control your bottom line with precision and real-time global visibility, while still being able to accommodate local operational needs. Our powerful connected apps will help you grow your business and extend the capabilities of Sage X3. Sage Business Cloud X3 solutions can be faster, more flexible, and cost-effective than traditional ERP systems. To learn more, download our Solutions Capabilities guide.

FastSpring is the trusted partner in ecommerce for software companies around the globe. Software companies can sell more, stay smaller, and compete better with FastSpring's ecommerce solution. Software and SaaS companies can increase their revenue by up to 30% with our ecommerce solution. FastSpring is used by thousands of customers to accept payments in all major currencies, collect VAT and taxes, and many more. Selling software online can be difficult. Software companies all over the globe partner with FastSpring's full service ecommerce platform. With an easy-to use, full-service ecommerce platform, we are changing the way software is sold online.

MYOB Acumatica, a cloud-based Enterprise Resource Planning system, is designed for medium and large businesses in Australia or New Zealand. It integrates financial, customer relationship, project accounting, inventory, distribution, and payroll into a single platform. This gives real-time visibility over operations. MYOB Acumatica is designed with scalability and support industries like manufacturing, construction, wholesale, retail, healthcare and non-profits. Cloud-based architecture allows for remote work and collaboration. MYOB Acumatica also offers seamless integration with more than 150 applications. This allows businesses to customize the system to meet their specific needs, and ensures flexibility as they grow.

Esker's cloud platform is built with industry-leading AI technology and RPA technology. It allows businesses to transform their procure-to pay (P2P), and order-to cash (O2C), processes, and connect customers and suppliers like never. Esker's solutions are used by companies to increase efficiency, accuracy, visibility, and cost savings in P2P and O2C processes. Your bottom line will benefit from improved customer experience and supplier relationships. Engaged, productive and proactive team members. Employee morale and talent retention are higher. Enhanced global visibility, scaleability and compliance.

Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.

Calculating accurate distributions to your equity investors is an essential activity for your private equity firm. However, complex waterfalls in fragile Excel spreadsheets take time away from more valuable work. As you make acquisitions and grow your company, the complexity of calculating distributions across multiple projects will continue to burden your team. Your investor's expectations regarding how they receive and interpret information related to their investments are changing. They expect transparency and availability, in addition to the trust relationship you already have. Modern wealth management and investment accounts use sophisticated web and mobile investor portals. The same expectation applies to commercial real estate investments. An investor dashboard is necessary to link your investors' information with distributions and investment information in order to meet this expectation.

Beautiful school websites powered with our feature-rich content managing system (CMS). Each school has its own set of goals and challenges. We create beautiful websites that reflect the spirit of each school. Our suite of tools, including newsletters and mass text/voicemail, ensure that families can stay in touch no matter how small or intimate the school is. No programming is required. School staff can easily update pages, media, events, and alerts with a visual interface. Integrates easily with Google and Microsoft calendars. Edlio Pay makes it easy for parents to accept online payments. It also increases revenue and transparency for schools. Parents can enjoy a familiar shopping experience. This parent engagement platform enables educators to effectively connect with their families. All the tools you need to have two-way conversations, share calendars, volunteer management, event signups, and volunteer management in one place.

Business banking is not what you think. Register for a free digital account and join more than 350,000 UK businesses that have changed the way they bank. There is a faster and easier way to keep your business' finances in order. To get your Mastercard debit cards, you can apply for an account within minutes. A simple-to-use business account that offers powerful money management tools. All without monthly fees or UK payments charges. Access to free 24/7 UK support via email, phone, or app. Get fast responses and real human assistance. You can have your money covered up to PS85,000 through the Financial Services Compensation Scheme. A simple life. We can move all your banking to you if you wish. All it takes is a few clicks in-app. Starling business offers limited companies a free service that most banks charge. Take a look at our comparison table to see what we mean.

Partner with Nasdaq and learn how your company can maximize effectiveness and value of your IR Program using Nasdaq IR Insight’s integrated workflow solution. This tool is specifically designed for investor relations professionals. Your workflow is supported with tools and insights that can make a difference. Premium content and functionality. These are specifically selected from our partners and integrated to optimize the effectiveness of your IR program. Since its inception, IR Insight has evolved to improve your ROI. Understanding your ownership, targeting investors & contacts and preparing for roadshows and conferences are all possible with IR Insight. ConnectIR allows you to seamlessly communicate with and schedule meetings directly from Nasdaq IR Insight. You can use IR Insight from your mobile device as well as within Microsoft Outlook & Excel.

Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. You can customize your deal flow to make it easier to track deals and collaborate with external and internal stakeholders. You can also view your entire deal landscape from one place. Access all portfolio companies from one place. You can also collaborate on metrics data, milestones, and other details. All deal data is available from the moment it was sourced, evaluated, and invested in. All your investor relations, communication, and finances can be managed from one place. The system does not delete data. The entire deal activity is only archived or versioned.

Software solutions for investor portals technology that allows file sharing, collaboration, as well as investor relations for investment firms, GPs and fund managers, administrators, RIAs and LPs, banks, and other institutions. Software solutions for investor portals that allow you to share, collaborate and produce information. This is where you will find the best investor experience. IPP offers a secure, reliable, and user-friendly investor portal software solution. It also provides an investor relations reporting portal. At an affordable price, attract more capital and keep existing investors happy. Secure private equity and venture capital (PE/VC) investor portal software, website, solutions. InvestorPortaLPro (IPP), a portal for fund marketing, offers reporting solutions to help you raise more money, distribute documents online securely, and collaborate with investors. You can raise money faster and give investors a clear view of real-time data. IPP investor relations portals allow you to put your property and investment information online.

No upfront implementation fees and a transformation of your client experience. Our implementation costs are spread over the term of your contract so that you can provide the experience that your clients want today. Our clients receive value quickly by ensuring rapid deployment. Our in-house project team and customer success team will ensure your platform is up in no time. We offer consulting and professional services for clients who require a highly customized deployment. We can help you with everything, from custom workflow design to software creation. We offer easy client onboarding, online data room for your funds, simplified document management, and eSignature. A rich Investor portal also offers a feature-rich Investor Portal. Online capital raising can reduce your time, cut down on costs, and give your clients a great experience. Integrated data rooms make it easy for clients to see your offerings and learn more about you.

iPM Portal integrates portfolio software and CRM functions. This gives users a complete view of portfolio information, including analytics and contact information for accounts, portfolios, and composites. Our wealth management software portal offers clients access to a cutting-edge digital experience. Wealth management software that can be customized to create dashboards for individual, customized or aggregate-level accounts. Software for portfolio management and investment reporting. Software for investment management and portfolio onboarding. Portfolio data and performance analytics for accounts, including holdings, rates-of-returns, transactions, etc. (investment manager software). Client portal allows clients to access their account information in a secure and informative way. Access to account information, reports, transactions, and other documents via the internet.

Automate data access via data platforms and apps. Explore, prep, blend and analyze data and then deliver bot-driven insights wherever and whenever you need them. Create workflows in minutes to automate all steps of analytics, from data access to delivery. Shadow analytics is dead. All stakeholders can collaborate and create in one platform. Audit and manage workflows. One platform for supply-chain and HR, sales & marketing analytics. Fivetran, Snowflake (DBT, Workday), Pendo Marketo, PowerBI), Pendo, Marketo and Pendo are all integrated. No code. No limits. Savant's no code platform allows you to stitch, transform, and analyze data using the exact same functions as in Excel or SQL. Automated steps make it easy to focus on analysis and not manual work.

The operating system is for your contractors and temp workers. Finding great talent can be pushed aside by the need to get everyone paid and chase up late timesheets or incorrect invoices. Fat finger mistakes can ruin your reputation and damage trust overnight. Zipwire streamlines your workflow, manages timesheet senders, processors and approvers. It also does the sums and handles all the calculations. We divide your workers into teams and create approvers, as well as the lovely people who will be processing timesheets. You can set up rates and billing rules, and even configure invoices that are automatically generated by the sender. WhatsApp allows timesheets to be approved quickly and we record their number for audit. Zipwire is a tool for managing freelancers, contractors, and part-time employees. It's designed for human resource teams, people operations teams, or just a group of founders.

Unified deal and relationship management helps you to find, win and execute new business. With a single platform for deal and relationship management, you can capture, unify and apply the collective knowledge that flows throughout your company. Intapp DealCloud is more than just a CRM. It provides a single, accurate source of truth that helps teams to strengthen relationships, accurately forecast pipelines and accelerate execution. DealCloud is AI-powered, and it was built with growth in mind. Discover and nurture your network connections to identify and nurture quality opportunities. Build a pipeline using unified firm and industry insights. Automated workflows and artificial intelligence can help you multiply the impact of your professionals, and eliminate frustration. Give your team the tools to win more business faster. Intapp DealCloud can help your firm grow.

Empower your company with generative AI tools for finance. Rogo combines cutting edge LLMs and deep financial services expertise to allow you to create the ideal AI platform for your company. Research, make data-driven decision, and produce smarter material in minutes, instead of days. Use an AI tool with financial services as its DNA. Rogo's financial AI adapts itself to your firm's language and data. Rogo searches, analyzes, cites and cites millions of documents including your proprietary content and our extensive libraries, saving you hours manual digging. Rogo is a secure enterprise AI platform designed for elite financial institutions. It helps you save time, unlock insight, and automate your workflows. You can supercharge your productivity with a suite of tools. Spend less time on manual work, let junior team members concentrate on higher-value tasks, and empower executives with the ability to answer their questions.

HappyAR, a SaaS platform that integrates with top accounting and ERP systems, is available. It was founded by two experienced business owners who were tired of manually chasing down clients for money. We organized our processes, and created an integrated tech solution to this problem. HappyAR was created out of the desire to improve the management of accounts receivables. No more reminders. No more guessing whether recipients have seen an email. You can now see more, be more compliant, and get paid faster.

Archie's onboarding takes a fraction of the amount of time as a human. Archie requires some training and setup but it only takes a quarter of his time to reach full efficiency. Archie performs repetitive tasks for your staff, such as AP Reconciliation and personalized emails. He can also process new invoices from an inbox. This allows your team to focus on more complex tasks. Archie integrates with the software and systems that you use today, allowing you to automate tasks and sync data across apps and platforms.

WellyBox takes the hassle and confusion out of expense reports. We take all receipts, extracts and expense information and send it all to your cloud storage or accounting app.