Best Finance Software for Salesforce - Page 5

Gain immediate, no-cost access to the wages you've earned with just a tap on your smartphone. Download Branch now to take charge of your finances and make the most of your hard work. As a top-tier operational platform for hourly workers, Branch enhances workforce productivity and streamlines processes. It boasts a comprehensive web dashboard alongside a user-friendly mobile app, allowing business users to create, distribute, and manage their schedules effectively. Employees benefit too, as they can effortlessly check their schedules, indicate their availability, request time off, swap shifts, and much more. Major companies such as Pizza Hut, McDonald's, Starbucks, and Taco Bell already trust Branch for their workforce needs. Frustrated with financial services that exploit diligent individuals like yourself? We share your sentiments and are committed to assisting fellow Americans in achieving financial growth and stability. Say goodbye to waiting 3-5 business days for your hard-earned money; you can now request an instant portion of your paycheck to cover unexpected expenses whenever you need it. With Branch, financial freedom is just a click away.

Our user-friendly software is designed to address a wide range of fundraising requirements—whether you're planning a brief campaign, seeking to collect donations during an event, or in need of a sustainable, long-term solution. With Paperless, you can swiftly initiate marketing efforts for your organization and start accepting donations, ensuring you are ready for any immediate fundraising initiatives. Planning an event? Our platform facilitates a smooth experience for both your registrants and donors, from the registration process to follow-up communication after the event. To effectively achieve your organization's goals, it's essential to have a system for ongoing donations, rather than relying solely on events or short-term fundraising drives. Our software equips you with the necessary tools to manage and accept donations at every stage. For larger entities that handle numerous transactions, maintain extensive databases, and require tailored integrations with external systems, we can develop a personalized plan that meets your specific needs. Additionally, our platform is adaptable, ensuring that as your organization grows, your fundraising capabilities can evolve alongside it.

CloudOffix provides businesses with a fully integrated and automated platform to manage their business operations. This all-in one platform focuses on bringing customer experience, employee experiences, user experiences, and digital experience together, making it easier for business to improve communication and collaborate and provide a seamless service for both employees, and customers. CloudOffix offers a variety of products, including -Sales Cloud Marketing Cloud Cloud Ecommerce Invoicing Cloud -HR Cloud Cloud Help Desk Project Cloud -Social Cloud

We will manage ClayHR, complete your compliance documentation, offer HR advice, and respond to employee inquiries. Our services include creating tailored dashboards, employee onboarding processes, performance evaluation procedures, review cycles, onboarding templates, employee feedback forms, and much more. Whether you have a simple HR query or require guidance for intricate HR challenges, our specialists are here to help. You will receive personalized and proactive assistance from our dedicated team of HR professionals. Take advantage of our extensive library featuring job descriptions, handbooks, performance evaluations, and additional resources. Reach out to your account manager today to discover more about these valuable templates. With ClayHR, you gain access to a native SQL database, enhancing your business intelligence and analytical capabilities. This empowers you to execute any ad hoc queries, conduct various tests, and drive innovation whenever inspiration strikes. You can analyze your data using your preferred methods and tools, allowing for greater flexibility in your decision-making processes. Our commitment is to support your HR needs and foster a productive work environment.

Maxio empowers B2B SaaS leaders in monetizing their businesses and uncovering critical financial insights in a volatile market. Natural growth is not a straight line. It ebbs-and-flows with the market. Maxio can help you navigate your business through any inflection point, no matter where you are on your growth path. Maxio is a system that supports your monetization model, no matter how complex or simple, without compromising the agility necessary to meet changing market needs. Maxio is able to strike the right balance. Maxio will not let your systems stop you from going to market. Maxio is the core of your tech stack. Maxio automates the manual tasks between your CRM, GL and reporting tools. You need to have insights now, not two weeks later, in order to navigate a constantly changing market. Maxio allows you to quickly and accurately answer your most difficult business questions.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

Experience comprehensive solutions for payments, data, and financial management all in one platform. Discover the financial technology system designed to help you achieve your goals swiftly. Seamlessly incorporate additional payment options and expand into new regions with local acquiring capabilities. Enhance customer satisfaction by leveraging insights from multiple channels. Obtain in-depth insights into your operations with consolidated global payment data accessible in a single interface. Safeguard your business by identifying and addressing fraudulent activities while ensuring real transactions remain unaffected. Streamline your financial processes and boost automation through our robust banking framework. This solution is particularly advantageous for platforms and marketplaces aiming to expedite user payouts in their chosen currencies, fostering trust and loyalty among users. Furthermore, the platform enables businesses to adapt to changing market demands with agility.

Revenova TMS, a cloud-based transport management system for shippers and brokers, is available to third-party logistics (3PL), companies. Plan, price, optimize and book freight. You can also track, schedule, track, and manage invoices. Revenova TMS is a Salesforce.com Lightning platform that leverages the #1 cloud-CRM platform in the world to provide a seamless quote-to cash workflow solution on a reliable, secure, and scalable cloud infrastructure. To accelerate revenue-generating activities that involve shipping, quickly calculate customer freight costs. To improve service levels and provide customers with real-time visibility to shipment locations, track the performance of carriers. Quickly identify, evaluate, onboard, book, and pay carriers. Monitor compliance with Federal motor carrier regulations, as well as internal performance standards, automatically. For real-time interaction with carriers, deploy branded web communities.

Neumo is a government technology and cloud software platform built to help state, county, and local agencies modernize public services through digital automation, compliance management, and citizen-focused technology solutions. The platform provides a comprehensive suite of software products across revenue compliance, justice systems, public administration, payments, DMV services, and government workflow automation, enabling agencies to streamline operations, improve transparency, and deliver more efficient constituent experiences. Neumo’s revenue compliance solutions support tax administration, business licensing, short-term rental compliance, unclaimed property management, and compliance auditing workflows that help governments increase revenue collection while reducing manual administrative burden. Its justice solutions provide cloud-based court management, jury administration, and probation management systems designed to improve case oversight, workflow efficiency, and accessibility for both government staff and constituents. Neumo also delivers DMV modernization tools including kiosk services, testing and certification systems, fulfillment management, and self-service workflows that reduce transaction times and improve public accessibility to motor vehicle services. Through integrated payment and revenue management capabilities, agencies can securely process online transactions, manage collections, and simplify constituent payment experiences across departments and services. The platform additionally supports public administration operations through land records, vital records, pension management, document search, reporting and analytics, digital processing, ID verification, electronic signatures, and automated alerts.

MYOB Acumatica is a versatile cloud-based Enterprise Resource Planning (ERP) solution specifically designed for medium to large enterprises in Australia and New Zealand. By merging financial management, customer relationship management (CRM), project accounting, inventory and distribution, and payroll management into one cohesive platform, it offers users real-time insights and control over their business operations. Built with scalability at its core, MYOB Acumatica caters to various sectors, including manufacturing, construction, wholesale distribution, professional services, retail, healthcare, and non-profit organizations. Its cloud infrastructure guarantees access from any device, which enhances remote work capabilities and promotes collaboration among team members. In addition to its robust features, MYOB Acumatica allows for integration with over 150 applications, enabling businesses to customize the software to meet their unique requirements. This flexibility is crucial for companies aiming to adapt and thrive in a rapidly changing market landscape. Furthermore, the system’s user-friendly interface ensures a smoother transition for teams adopting this technology.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business.

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.

Our goal is to create an efficient and flexible order-to-cash automation platform designed to empower brands in various industries to generate and manage recurring revenue while improving customer satisfaction. The subscription model serves as a catalyst for growth and fosters customer loyalty, making it applicable across diverse sectors. To ensure your venture thrives, it is crucial to partner with a firm that is dedicated to your success. Organize your subscription offerings through a user-friendly showcase website with straightforward configuration options. You can easily produce standard or recurring invoices that accommodate multiple payment methods and currencies. Additionally, you can manage payments, establish commission rates, and disburse funds to your partners. It’s also important to outline your strategies for handling debt collection. From the initial planning stages to final implementation, Valuein is there to guide you through every phase of your project. Collaborate with the Valuein team to contribute to the ongoing development of the solution by engaging in the evolution of the product roadmap, ensuring it meets your business needs effectively. This collaborative approach not only enhances the platform but also aligns with your strategic objectives.

Credit Pulse automates and digitizes the credit process. It reduces manual effort for credit approvals and continuously monitors portfolios for credit risk. Automated bank and trade references can reduce the time it takes to obtain references from weeks to minutes. Optimize credit allocation across all customers. Credit can be extended and restricted as the risk changes to reduce bad debts by 20%. Notify you of any changes, such as NSFs (non-sufficient funds), bankruptcies (bankruptcy), liens on bank accounts, and changes in credit scores. Manage your entire credit operations, from applications to approvals. You can also monitor your portfolio continuously for credit risk. Credit Pulse offers a streamlined application for credit with pre-filled business information, eliminating the usual 'back and forward'. Save over 1000 hours per year of manual work. The days of manually sourcing data from third parties are over. Credit Pulse centralizes 15+ reliable sources of data, including credit bureau reports. Credit Managers will feel more confident in making decisions, especially for SMBs.

Certinia's Professional Service Automation (PSA), previously known as FinancialForce, is a comprehensive solution designed to assist professional services firms in fulfilling client needs while enhancing revenue growth. This robust platform encompasses a variety of functionalities such as resource allocation, time and expense tracking, billing and revenue recognition, project oversight, and sales collaboration, among others. By utilizing Certinia's PSA, businesses can effectively assign the most suitable personnel to each project, foster engagement with clients and partners, and prioritize project profitability, ultimately leading to improved resource management and heightened customer satisfaction. Furthermore, this integrated application streamlines operations, allowing firms to focus on delivering exceptional service and achieving their business goals.

Planview ChangePoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. ChangePoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. ChangePoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

Emburse combines some of the most powerful and trusted financial automaton solutions in the world. Emburse Expense Enterprise is part of our product range and promises to humanize the work while delivering expense management and accounts payable solutions to complex, global enterprises. Emburse Expense Enterprise provides a highly configurable, automated expense management system that offers the same intuitive, elegant interface on a laptop, tablet, or mobile phone. Our SaaS solutions provide a world class business rules engine, technology infrastructure, and travel managers that CFOs and finance and accounting teams love. Emburse Expense Enterprise helps your organization streamline processes, reduce costs, and increase visibility and regulatory compliance, while providing an exceptional employee experience. By partnering up with Emburse Expense Enterprise you can future-proof your business and leverage tools that will grow with your business.

To track costs, distributions, payments, and more, you can create on-demand reports. Why reinvent the wheel? Jungo gives you full access Salesforce®, AppExchange®, to save you time & money. Download Phone Burner, Docusign, and many other apps! You can customize mortgage documents and keep all client documents together in one secure place. Streamline your lead generation and loan management workflows to improve efficiency and productivity. Automate dynamic loan process updates for your partners and borrowers. You can send one-on-one and mass texts messages right from your Jungo account. You can create digital and printed marketing materials for your referees. Just one click and you can order branded cards and gifts for your clients. Jungo integrates seamlessly with your most powerful mortgage tools so you can manage all aspects of your business from one login. Jungo's LOS Sync simplifies the loan process and works with most popular LOS systems.

A database that is accurate and up-to-date for bootstrapped businesses. Our customers can optimize every stage of their deal flow using a wide variety of use cases. Get rich profiles of privately held companies. You can see historical trends and future growth plans. To ensure that you don't miss a deal, set up alerts for company milestones. Our deal flow management tools will help you develop a differentiated strategy for negotiating. Gain real-time insight into private markets. In minutes, you can see the competitive landscapes. The largest collection of conference data. Generate conference lead lists with thousands of conference lists, buyer’s guides, and best-of lists efficiently. Accurate contact information enables quick and efficient business development. Market intelligence will make you stand out to the owner/operator. Our data enrichment platform makes your CRM more dynamic with private company signals, executive contact details, and other information. Keep your data current and accurate.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Unleashed Software makes inventory management simpler and more efficient. Unleashed is a cloud-based platform that makes inventory management easy. It allows businesses to monitor inventory health and gives visibility into all aspects of inventory management. It integrates seamlessly with many finance, eCommerce and other software solutions. Global brands trust Unleashed across a variety of industries, including manufacturing, wholesale, retail, and consumer goods.

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

Computop provides its customers with local and innovative omnichannel payment processing and fraud protection solutions for ecommerce and POS. Computop Paygate allows retailers, service providers, and industrial enterprises to choose from more than 350 payment methods. Computop is a global player, with locations in Germany and the USA. It has been serving large international companies, such as C&A and Fossil for over 25 years. Computop processes transactions worth USD 33 billion, in 127 currencies.

At Expedite Commerce, we're leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling businesses to: - Accelerate Growth: Harness AI to boost sales and expand market reach. - Optimize Operations: Streamline processes with intelligent automation. - Enhance Customer Engagement: Deliver personalized experiences that drive loyalty. We envision a future where AI and human expertise collaborate seamlessly to unlock unprecedented business potential. Our suite includes AI-powered Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), eCommerce, and Recurring Billing solutions. What Sets Us Apart -Deep AI Integration: Our platform utilizes an agent-based framework that acts on your behalf, adapting to your business processes to automate complex tasks. -Market Leadership: Positioned at the forefront of the AI revolution in revenue operations. -Proven Track Record: With a global client base and consistent growth, we've demonstrated our ability to deliver impactful results. Who We Empower Our solutions are tailored for forward-thinking leaders in: -Sales Operations: Free your sales team to focus on buyers by automating complex tasks. -Marketing Operations: Leverage insights for more effective campaigns. -Finance Operations: Optimize billing and revenue recognition with intelligent automation. Industries We Serve We cater to dynamic industries where innovation is essential: SaaS XaaS IoT Manufacturing Brands Our Global Footprint We support customers in over 50 countries with a team of 60 experts and 150 partner resources.