Best Finance Software for QuickBooks Online - Page 3

LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others. Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions. --- Accrual Accounting option available; ---- Stand-alone and Borrower side servicing options available. FREE 30-days trial

Clockify by CAKE.com is a time tracker and timesheet app with a user-friendly interface, an easy onboarding process, and a carefully selected set of features that meet customer needs precisely. What makes Clockify stand out is that its time tracking is rather intuitive, and all the data can be saved and then used for analysis with Clockify Reports. Another key aspect of Clockify is financial management. Users can mark their time entries as billable or non-billable. Then, they can easily issue invoices for the billable hours only — no manual calculations required. This also increases billing accuracy and enables more efficient budget management. One of the main benefits of using Clockify is that you can easily manage your team’s schedule, time off, and workload. You can implement PTO policies and have your team request time off through Clockify. And, you can define shifts for your employees and projects/tasks they should focus on, all in a single tool. Once set up, you can view your team’s tasks on a timeline and analyze its capacity, making sure no one is underutilized or overwhelmed with tasks. With reports, you can even see and analyze whether you’re spending too much time on certain tasks, and how to better allocate the time at hand. Insights like these are invaluable in defining future projects and task allocation on a daily basis. Clockify integrates with over 100 apps, including popular options like Jira, Zapier, Gmail, and more. Clockify integrates with other CAKE.com apps, Pumble and Plaky, too. Clockify is made by a company established way back in 2009. You get 24/7 human customer support to Clockify users on all plans (including the free one).

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.

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.

Divvy's seamless expense management software is combined with business cards, so you don't have to process another expense report. Divvy allows you to leverage faster expense reporting, enforceable spending budgets, and a single platform that provides real-time visibility into all your spend. Are you ready to streamline and gain more control over your spend management? Get Divvy today and empower your team to save time (including your own). Divvy gives their customers a strong credit line that makes it virtually impossible to go over budget. Divvy makes it easy to avoid costly expense resorts and simplifies the AP process - all for no cost.

Expensya, a Cloud-based spend management software, makes it easy to manage expenses. This solution allows professionals to manage business spend more effectively, and addresses issues such as mobility and expense automation. Expensya users can manage and process any type of expense: online purchases, general costs, expense reports, remote work, Per Diems, mileage expenses, and more. Our vision is to give the most complete, intuitive, and scalable solution.

Clio is a comprehensive legal software platform designed to help law firms manage every aspect of their practice from a single system. The platform provides tools for case management, client intake, billing, accounting, document management, task tracking, and legal workflow automation. Clio incorporates AI-driven functionality that helps legal professionals surface important information, prioritize work, and make informed decisions throughout the lifecycle of a matter. Firms can connect Clio with more than 300 integrations and leverage its API to build customized workflows that fit their operational needs. The software is built specifically for the legal industry and supports solo attorneys, small firms, mid-sized practices, and large legal organizations. Cloud-based access enables teams to work securely from anywhere while maintaining visibility across matters and firm performance. Clio also offers dedicated products such as Clio Manage, Clio Grow, Clio Draft, Clio Accounting, and Clio for Clients to address different legal business needs. Security is a major focus, with enterprise-grade encryption, SOC 2 Type 2 certification, and PCI DSS compliance protecting client and firm data. By bringing together legal operations, client management, and AI-powered productivity tools, Clio helps law firms improve efficiency, profitability, and client service.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

Timesheets.com is a powerful tool that allows you to track time and expenses. Our simple-to-use service allows you to track billable time as well as time for payroll, time off, expenses, and HR documents. Timesheets.com is ideal for small- to medium-sized businesses. It can be set up in minutes and offers unlimited support via phone, email, chat, or chat. Get Timesheets.com for free today.

Domo puts data to work for everyone so they can multiply their impact on the business. Underpinned by a secure data foundation, our cloud-native data experience platform makes data visible and actionable with user-friendly dashboards and apps. Domo helps companies optimize critical business processes at scale and in record time to spark bold curiosity that powers exponential business results.

Provide the information you need to principals, project managers, or your entire staff quickly and easily. The powerful dashboard of BQE CORE allows you to monitor KPIs such as project performance, time and expenses, profitability, and other important metrics. You can monitor the status of each phase and track progress. You can also compare actual and budgeted hours and costs so that nothing slips through the cracks. Use interactive Gantt charts to efficiently allocate resources and forecast accurately every time. CORE CRM is specifically designed to manage professional services' new sales opportunities, activities and performance. Learn how BQE CORE can help you focus on the most important parts of your practice and manage client projects. Book your own personalized demo today!

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

Avaza is an innovative cloud-based tool designed to enhance professional services automation, facilitating seamless project collaboration, efficient resource scheduling, comprehensive time and expense tracking, retainer management, and streamlined invoicing processes. This platform is widely relied upon by various teams across different sectors, as it consolidates vital business operations into a singular, effective solution. By offering an integrated all-in-one platform, Avaza eliminates the complications associated with having multiple subscriptions and redundant workflows. Its combination of project management, financial oversight, and retainer management equips businesses with immediate access to insights regarding project profitability, employee utilization, and retainer performance, all within a cohesive framework. The retainer management feature stands out by automating payment processes and applying credits for completed tasks, which fosters smooth billing practices, optimal resource distribution, and enhanced transparency throughout client engagements. Furthermore, Avaza is accessible on desktop, tablet, and mobile devices, granting organizations the ability to manage operations flexibly and efficiently from anywhere, thereby boosting productivity and collaboration among team members.

Yooz provides the smartest, most powerful, and easiest-to-use cloud-based E-invoicing and Purchase-to-Pay (P2P) automation solution. It delivers unmatched savings, speed, and security with affordable zero-risk subscriptions to more than 5,000 customers and 300,000 users worldwide. Yooz’s unique solution leverages Artificial Intelligence and RPA technologies to deliver an amazing level of automation with extreme simplicity, traceability, and end-to-end customizable features. It integrates E-invoicing and AP Automation into information systems or ERPs with more than 250 native connectors, exceeding any other solution on the market. Yooz is a fast-growing, award-winning, SaaS innovator that is the perfect fit for organizations across all sectors. It has been recognized as a Great Place to Work®, AP Automation Software Top Performer by Featured Customers, Top 100 Fastest Growing Products by G2, Top AP Solution Provider by CFO Tech Outlook, AP/Invoicing Product of the Year Winner by Document Manager and Top 50 Company to Watch by Spend Matters. Yooz North America is headquartered in the Dallas, Texas metropolitan area with global offices in Europe.

Deel is the global HR platform for remote teams. Simplify every aspect of international hiring and payroll with automated onboarding, end-to-end compliance, and integrated global payments, built from the ground up with local expertise. Deel's legal network help mitigate risk with localized contracts that are tailored to local labor laws. Deel manages common HR tasks such as local benefits, deductions, and payslips, making it easier than ever to hire internationally. While Deel provides an integrated platform for global contracts and payments, HR professionals can also integrate Deel with their accounting and reporting software. Deel is built with security and compliance in mind—it's GDPR compliant, and clients can manage DPA agreements, IP protection, and equipment use at anytime through the dashboard.

BigTime is an online time and billing system that professionals use. BigTime allows firms to use time and expense tracking tools as well as WIP management, billing, invoicing, task management tools and many other features in one platform. BigTime, which is cloud-based and has an intuitive interface, bundles industry best practices and operational know-how into a user-friendly app that runs on any desktop or mobile device. BigTime integrates with top productivity apps like Zapier, Lacerte and Slack. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios.

Shopify is a comprehensive commerce platform designed for entrepreneurs and enterprises to launch and grow their retail businesses with ease. Users can build fully customized online stores or use pre-built themes, manage inventory, track orders, and accept payments both online and offline through Shopify POS. The platform provides powerful marketing tools like social media integrations, email marketing, and customer insights to boost sales and loyalty. Shopify also enables global selling with localized storefronts, flexible payment options, and efficient shipping solutions. Developers benefit from extensive APIs and tools to create custom apps, themes, and storefronts tailored to unique business needs. Shopify’s checkout experience converts shoppers 15% better than other platforms and supports millions of daily transactions with low latency. Regular feature updates through Shopify Editions keep merchants at the forefront of e-commerce innovation. Overall, Shopify empowers merchants to sell anywhere, anytime, with a trusted and scalable platform.

Housecall Pro supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app. Housecall Pro is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The app is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including: QuickBooks Desktop & Online integration, job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.

Synder is an accounting software that small businesses can use. It offers high-quality support, 24/7 customer service, and advanced automated features. Once you have connected all your sales channels and payment platforms, Synder will provide automatic bookkeeping. This ensures accurate and error-free synchronization, categorization, live data reconciliation, and transaction data synchronization. Synder keeps accurate records of all your payment data, without duplications. The detailed and 100% accurate Profit and Loss Reports provide additional information that can be used to analyze your business' cash flow or budget planning. The software runs smoothly and is fully automated. You don't even need to log in. Synder allows you to apply sales taxes, taxes based upon location, shipping address, product names, etc. Customers are reminded of regular payments by recurring invoices. Synder offers a free trial to see the software in action.

PayPal is a comprehensive financial technology platform designed to simplify digital payments, money transfers, and online shopping experiences for both consumers and businesses. The service enables users to make purchases online or in physical stores through secure payment methods such as the PayPal Debit Card, PayPal checkout, and branded credit products. Customers can earn cashback rewards, access rotating promotional offers, and maximize savings through various spending categories and loyalty programs. The platform includes installment payment options like Pay in 4 and Pay Monthly, giving users greater flexibility when managing larger purchases over time. PayPal also supports peer-to-peer money transfers, bill splitting, payment requests, and shared payment pools that make handling group expenses faster and more convenient. Through the PayPal app, users can monitor spending, transfer money internationally, explore cryptocurrency trading, and manage savings accounts that offer competitive annual percentage yields. Advanced encryption and fraud protection technologies help safeguard user information and provide confidence during transactions across multiple devices and merchants. The platform integrates financial services, shopping rewards, and digital wallet capabilities into one streamlined ecosystem that is accessible from nearly anywhere. Consumers can also take advantage of financing solutions with no sign-up fees on select services, helping them better manage their budgets and purchasing decisions. PayPal supports a wide range of merchants and retailers, making it a highly versatile payment option for everyday spending and eCommerce purchases.

Nickel is a cutting-edge payment and credit solution designed specifically for small to medium-sized B2B enterprises. By providing a comprehensive platform, Nickel assists business owners and finance departments in enhancing cash flow while simplifying operations related to accounts receivable, accounts payable, and trade credit. Among its notable offerings are: Payment Processing: Unlimited ACH transfers at no cost and a competitive card processing fee of 2.9%. The ability to deposit checks directly into Nickel while managing significant transactions up to $1 million. Accounts Receivables: Customizable Payment Links and Payment Portals that facilitate effortless payment collection. The capability to accept payments through cards, ACH, or checks from a wide network of over 14,000 banks. One-click payments are enabled by securely storing buyer payment details for convenience. Accounts Payables: Efficient vendor onboarding through a personalized Vendor Portal. The automation of bill approvals and the option to pay vendors using cards, ACH, or traditional checks. Trade Credit: A Digital Credit Application that accelerates the customer onboarding process and enhances vetting efficiency. In addition, the trade credit program provides buyers with generous 60-day payment terms to improve their cash flow management.

Routespring is corporate travel management software optimized for centralized payments of all travel. It is designed for effortless implementation with ability to get started immediately without wasting time on sales or product demos. Routespring offers a 1 month free trial with unrestricted access to unlimited users, unlimited bookings, and unlimited travel support. With Routespring, you can maximize your savings and get better controls to manage your travel budget. Some of the main drivers of savings could be: - Improved functional efficiency by eliminating reimbursement processing with centralized payments - Automatic utilization of unused airline travel credits (~ 82% cost recovery) - Configure travel policies that are easy to comply (~96% compliance rate) - Approval process to control out-of-policy travel with flexibility - and much more...

ITCS-WebClock is the best choice for transparent and easy attendance and time tracking. ITCS-WebClock, an online time and attendance management system, allows managers and companies to track employee attendance and time from anywhere. It includes rich reporting and automation tools as well as expense management, absence management and employee scheduling tools. There are also PEO and payroll integrations. Keep your employees safe with our touchless facial recognition time clock devices. Optionally, the time clock detects if the employee is wearing a mask and scans body temperature, and can alert based on settings. The devices are sleek, have fast verification and high capacity. The devices are Cloud-based and there is no local software to install, as data is pushed to the ITCS-WebClock Cloud. The facial recognition time clocks, coupled with the ITCS-WebClock workforce management cloud solutions give businesses of all sizes a dynamic advantage.

Quick Consols is a financial reporting consolidation software application that is specifically designed for complex companies and groups. Our software automates the consolidation of complex groups with multiple years ends, multiple currencies, and multiple ERP systems using a slice-and-dice approach to reporting. Quick Consols calculates the required reports and numbers accurately and consistently. Single company reporting and group consolidations made easy. Quick Consols also assists with business unit, profit centre and cost centre reporting. This give your time to be analyse data and provide useful insights into the business finances and operations. Our platform is easy to use and set up. The software allows unlimited users and provides unlimited support.

AvidXchange modernizes the way companies pay and get paid, so they can focus on what matters most. Our accounts payable (AP) solutions allow customers to increase efficiency, visibility, and control in their AP process. Increase Efficiency: Streamline invoice approvals and reduce administrative tasks, freeing up employees to focus on more strategic work. Improve Visibility & Control: Gain real-time visibility into invoice and payment status and create customed workflows to match your approval process. Gain Anywhere, Anytime Access: Boost productivity and prevent delays by having the flexibility to tackle AP tasks 24/7. Additionally, AvidXchange, Inc. is a licensed money transmitter for US B2B payments, licensed as a Money Transmitter by the New York State Department of Financial Services, as well as all other states that require a license.