Best Finance Software for QuickBooks Desktop Pro - Page 2

Save on administrative costs with Nostra's straightforward time tracking and approval system. Users can gain a precise understanding of how their employees allocate their time compared to the plan. This feature provides detailed insights into the company's performance, enabling users to make more strategic decisions for business growth. Our modules include staffing, time tracking, sales pipeline, milestone management, roles tracking and reporting.

Our cloud-based AP software automates invoicing and enhances your existing accounts payable financial system to create a seamless platform that allows accounts payable department personnel to work anywhere, remotely, or in the office. QBILLY is a cloud-based AP addon that allows you to receive, track, route, approve, archive, approve, archive, and pay vendor invoices. It integrates with most accounting software systems. You can easily set up the software using wizards. Our software makes it easy to connect financial stakeholders to AP information in a cost-effective and flexible way that's accessible from any device and anywhere. This software will eliminate manual processes, reduce accounting errors, and allow you to be more productive, lower costs, and go paperless.

PaymentCollect™, a plugin for the entire suite of QuickBooks®, allows business owners to process credit cards natively within QuickBooks®, through the bank or processor of their choice. We support QuickBooks Desktop®, back to version 2004, and Point of Sale®, back to version 2010. As well as the new QuickBooks Online®, PaymentCollect™, allows business owners to natively process credit cards within QuickBooks®. By receiving, processing and automatically posting payments to QuickBooks, overhead costs can be reduced and variable costs eliminated. Your customers can pay their invoices online or by phone with Payment Collect™. We sync with QuickBooks®, so that invoices are automatically marked "paid".

Calculate, collect, and file your sales tax with ease using TaxCloud. File with 100% accuracy across all 13,000+ US jurisdictions. Say no to manual filing and let TaxCloud automate it for you.

Procure-to-pay software for proactive spend management. Automate purchasing, expense, and AP processes with complete visibility, analytics, and proactive control. Our mobile and integration-friendly solution helps businesses to effectively track, manage, and analyze business spending while ensuring accountability and compliance throughout the organization. Gain transparency, leverage insights to make informed decisions, and empower responsible spending with our procure-to-pay solution.

ProcureDesk is a streamlined purchasing and invoicing solution designed specifically for small and medium-sized enterprises. The platform automates key procurement activities and offers a unified dashboard to oversee expenditures and procurement operations. It features easy-to-use tools for creating requisitions, real-time cash flow tracking, and automated invoice reconciliation, helping businesses reduce manual work and enhance efficiency. With ProcureDesk, smaller companies can adopt advanced cost-reduction tactics typically used by larger corporations, effectively optimizing their procurement processes. Explore how ProcureDesk can elevate your procurement strategy and simplify financial oversight.

Instant Accept's powerful payment processor saves time and money. It simplifies merchant data entry and credit card processing while maintaining merchants QuickBooks data current. Instant Accept accepts any type of payment and processes transactions quickly and easily without having to launch your accounting software. Instant Accept works with many international and U.S. processors. You can also process card-not present and mobile payments. Do not let the interface's simplicity fool you. Instant Accept updates your books instantly and seamlessly integrates all aspects of your accounting, including billing and reporting. Your customers will be able to expand your product range while you solve their biggest problems: seamlessly and dynamically integrating POS, online payments and multiple accounting programs.

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

ConnectBooks is an advanced accounting software solution tailored to the needs of eCommerce sellers. Its seamless integration with QuickBooks Desktop, QuickBooks Online, QuickBooks Enterprise, and Xero facilitates effortless synchronization of financial data, empowering sellers to streamline their bookkeeping processes. By connecting with major eCommerce platforms like Amazon, Walmart, Shopify, and eBay, ConnectBooks enables sellers to consolidate their books and gain comprehensive insights into their business operations. One of ConnectBooks' key features is its advanced reporting capabilities, which provide sellers with the tools they need to analyze their performance effectively. Through detailed reporting on inventory tracking, sales, and profit calculations, ConnectBooks equips sellers with the insights necessary to identify growth opportunities and optimize their operations.

GlassJar offers a fresh, user-friendly approach to accounting, aimed at simplifying and optimizing financial management. By reducing the number of steps required for common accounting tasks, GlassJar enables businesses to enter transactions, manage bills, track expenses, and generate unlimited custom reports with ease. Designed to reduce the pain points of traditional accounting software, GlassJar integrates seamlessly with banking systems and supports features like budgeting, check printing, and sales tax management. It’s the ideal tool for businesses looking for a simpler, more efficient way to handle their finances without the complexity of outdated solutions.

Automate data entry with line-by-line data extraction. Lightyear is the fastest Purchasing and AP software in the world. It combines all your bookkeeping, billing approvals, and purchasing into one intuitive cloud platform. The Lightyear suite of products can be used by large and medium-sized businesses in all industries. We offer; . Advanced Procurement and PO Approvals . Direct to Supplier Ordering . Matching goods received and automated 3-way matching . Budgets . Industry-leading line-item data extraction from Credit Notes & Bills . Advanced Approvals . Automated reconciliation of supplier statements . Automated 3-way line item matching . Supplier Management . Inventory Management . Instant messaging & notification centre . Mobile app approvals . Integrations with ERP and Accounting software. . Detailed reporting . Archive with full audit trail . Real-Time Data Lightyear is a multi-award-winning 5* rated app across Capterra & Netsuite, and have been named as category leaders in Purchasing & AP by Gartner, GetApp andSoftware Advice.

Your survey company can use a digital job book. You can store all your customers and job locations using an intuitive software system designed for surveyors. You can search for previous jobs, enter work hours, and track billing. Cyanic Job Book allows you to store customers, jobs, track costs, and much more. It automatically organizes labor equipment and material costs for each job, and allows you create invoices in one click. Professional invoices can be exported as PDF or imported into your accounting software of choice. This ensures that all work is invoiced and that nothing gets left out. You can simplify quoting by looking for past jobs in the same region. You can search for any job by using job details, legal addresses, and areas on a map. To quickly complete jobs, find relevant information about past jobs. You can organize all your clients in a system that is designed for surveyors. You can create rate sheet templates for different types of jobs and clients.

Centime is the only all-in-one finance automation and banking platform built for mid-market businesses. Instead of juggling separate tools, Centime unifies AP, AR, expense management, forecasting, and banking in one system embedded directly in ERPs like NetSuite, Sage Intacct, and QuickBooks. Finance teams gain real-time visibility across the full cash cycle, eliminate inefficiencies, and turn finance into a strategic driver of growth. Core Capabilities: - Accounts Payable: AI-powered invoice capture, PO matching, approval workflows, supplier portal, and payments that earn 3.0% APY—transforming AP into a profit center. - Accounts Receivable: Automated invoicing, AI-driven collections, dispute management, and faster cash application to reduce DSO and improve predictability. - Expense Management: Mobile-first reporting, automated approvals, and policy enforcement, compatible with any card program. - Cash Forecasting: A dynamic 13-week rolling forecast with scenario planning and KPI tracking, helping leaders optimize liquidity. - Business Banking: High-yield checking, FDIC-insured sweeps, account aggregation, and cross-bank transfers—all from a single dashboard. Centime is purpose-built to work seamlessly inside the ERP, eliminating bolt-ons and manual reconciliations. Customers typically go live in 7–21 days, backed by award-winning onboarding and support. By combining automation, forecasting, and banking in one solution, Centime streamlines operations and gives businesses unmatched control over cash.

The Precise API delivers vital information regarding the financial status of business clients, encompassing historical data, current performance metrics, and future projections. Designed to integrate seamlessly with all major accounting platforms, the Precise API features real-time push and pull capabilities, making it an excellent choice for financial institutions, lenders, and fintech companies servicing small to medium-sized enterprises. In addition, the Predict as a Service add-on enhances the functionality of the Precise API by offering a sophisticated, white-label cash flow forecasting and scenario planning platform tailored for your business clients. By implementing a cash flow solution, you can ensure that your clients remain engaged with your brand, fostering a connection to their essential business data and financial requirements. This not only strengthens client relationships but also positions your offerings as indispensable tools for their financial management.

AP Automation for small and medium sized companies: Easy to use | Fast setup | Excellent user ratings - Invoice data capture, approval workflow, and invoice archive and audit. For larger organizations PO matching and purchasing automation.

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.

PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.

Vergo is an AI-enhanced, cloud-based financial platform designed for construction firms to automate their project accounting processes effortlessly. It achieves this by capturing and categorizing credit card transactions, receipts, and expenses in real-time while automatically matching receipts to corporate card transactions. The platform streamlines accounts payable invoice entry and approval workflows, syncing all spending data directly with prominent construction ERP systems such as Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, and QuickBooks, allowing teams to expedite their financial closing processes and minimize manual efforts. Additionally, it offers features like mobile receipt capture, AI-driven customizable job cost tagging, approval routing, and duplicate detection. With real-time analytics on project expenditures and billing discrepancies, Vergo provides configurable controls to mitigate data entry mistakes, ensuring that both field and office staff have an easy-to-use interface for tracking transactions, managing reimbursements, and obtaining meaningful financial insights. This comprehensive solution ultimately empowers construction businesses to enhance efficiency and make informed financial decisions.

Ottimate (formerly Plate IQ), the leading AI for AP automation, is a product of Ottimate. Ottimate, an AI-powered AP automation, provides a smarter, more efficient way for AP managers to manage the invoice lifecycle. This includes controllers, CFOs, and approvers. Ottimate's deep learning capabilities allow it to understand your business and AP processes down to the line item, supporting a customized approval and payment workflow. Ottimate eliminates over 90% manual accounting processes and provides insights into invoices, spending and expenditures. This helps finance professionals discover growth opportunities. This allows CFOs to make better strategic decisions and improve the day-to-day of their entire team.

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

No external web developer? That's not an issue! No website? That's perfectly fine! If you haven't been in touch with your web developer for ages, it's still no hassle! Our dedicated team will design a one-page Checkout tailored to your needs, including all essential messaging and information. You can simply utilize a Facebook account, and we will connect it to our custom-branded, mobile-responsive Checkout Page. Our user-friendly and dynamic invoicing solutions are designed to save both you and your customers valuable time, ensuring you receive payments more swiftly. Whether you choose to bill weekly, monthly, quarterly, or any variation in between, maintaining a consistent revenue stream for your business has never been more straightforward than with our service. Elevate your non-profit's fundraising efforts with our affordable, custom-branded donation pages that are optimized for mobile devices. Whether your presence is through a large storefront or merely a Facebook page and Instagram account, our mobile-friendly Checkouts are tailored to reflect your brand's unique aesthetic, created on the same day and included alongside your merchant account, allowing you to focus on what truly matters. Our innovative solutions make it easier than ever to enhance your online transactions and engage with your audience effectively.

Streamlining the collection and processing of tax data within your organization can greatly enhance efficiency, enabling you to devote more time to strategic initiatives that drive growth. Longview Tax empowers you to leverage tax data effectively, revealing essential insights that inform your decision-making processes. By automating tax data management from a centralized source, you can simplify tax operations, instill greater confidence in your data integrity, and minimize operational costs and associated risks. This automation eliminates the need for your tax team to rely on manual transfers from the finance department, which often delays the consolidation of book income. As a result, you experience a significant reduction in time spent on manual tasks, allowing your team to operate with increased agility and speed up the tax completion timeline, all while enhancing your department's independence. This transformation not only optimizes resources but also positions your organization to respond proactively to tax-related challenges.

Transforming the landscape of technology procurement and financial solutions, this innovative platform integrates payments, predictive pricing, financing, and a streamlined quote-to-cash process into a cohesive system. It offers flexible payment alternatives designed to expedite deal closures, seamlessly embedded within the sales process. By leveraging existing recurring revenues, businesses can secure immediate funding, allowing them to receive payments promptly even if their customers opt for delayed payment. This approach aligns payment structures with customer payment schedules, enabling organizations to unlock growth capital from their own assets without incurring debt or equity dilution. Unlike traditional venture debt or revenue-based financing, Ratio requires no monthly payments, providing further financial relief. Businesses can selectively choose which contracts to monetize based on their cash flow requirements. The Ratio team comprises seasoned professionals from the SaaS and finance sectors, alongside serial entrepreneurs and innovators. Equity remains a vital component for company growth and team compensation, and engaging with Ratio for strategic capital ensures there is no equity dilution or warrant issuance. This unique model empowers businesses to thrive while maintaining ownership and control.

FlexPoint transforms the payment process into a straightforward and seamless experience, enhancing your cash flow. By automating your billing operations, you can boost efficiency while ensuring timely payments. Say goodbye to tedious manual tasks and simplify the process of receiving payments. The platform allows for complete automation of reconciliation, from invoicing through to deposits. Your clients can enjoy secure online payments, all while you uphold the reputation of your brand. Deliver a billing experience that reflects the high level of customer service you provide. This all-encompassing platform is designed to accelerate your business growth via streamlined payment solutions. With no long-term contracts required, you can enjoy increased predictability in your cash flow and eliminate any unexpected financial surprises through our advanced billing automation features. You can establish tailored rules that facilitate automatic payments for invoices, whether for all clients or selectively for individual ones. This eliminates the cumbersome task of manual payment reconciliation across your various tools, ensuring a more efficient financial workflow. Experience the transformation in your billing processes and enjoy the benefits of enhanced operational clarity.

Topkey serves as a sophisticated, AI-driven financial operating system tailored for managers in the vacation rental and hospitality sectors, automating and consolidating essential financial operations like expense tracking, bill payments, corporate card transactions, banking activities, revenue reconciliation, and bookkeeping. By seamlessly integrating with property management systems and accounting software, it minimizes manual interventions and enhances precision in financial processes. The platform effectively categorizes every bill, receipt, and payment by property, utilizes mobile tools for receipt capture, and implements intelligent tagging to ensure smooth transaction flows into owner statements and general ledgers. This functionality is crucial for assisting teams in recovering lost profits, expediting the closing of financial records, and obtaining real-time insights into financial performance across numerous properties. Additionally, Topkey’s AI capabilities detect errors, eliminate duplicate entries, and identify mismatched charges, while also enforcing tailored approval workflows and accommodating multi-entity expense filtering, vendor management, and comprehensive transaction reporting. With Topkey, businesses can not only streamline their financial operations but also enhance decision-making through insightful data analysis.