Best Finance Software for Salesforce - Page 9

SutiExpense, developed by SutiSoft, is a cloud-based tool for managing expenses that assists organizations in monitoring expenditures, booking travel online, implementing spending policies, overseeing approval processes, capturing receipts, and assigning expenses to specific projects. With a highly customizable design and an easy-to-navigate interface, SutiExpense caters to the distinct reporting requirements of various businesses. Additionally, the platform allows users to conveniently create, submit, or approve expense reports via dedicated applications for both Android and iOS devices. Key functionalities include support for VAT, GST, and HST tax regulations, cost allocation across projects, clients, and time, currency conversion, receipt matching, integration with accounting systems for seamless export, and the ability to import credit card statements. This comprehensive solution not only enhances financial oversight but also streamlines the overall expense management process for organizations of all sizes.

ExpensePoint, a mobile expense management software that employees can use from anywhere, any time, is simple to use. It allows them to create, submit, approve and process expense reports. This comprehensive expense management software is ideal for multi-national companies, large and small, who want to automate employee expense reporting. The key features include receipt imaging and credit card integration, multi device access, approval routing, employee reimbursement, policy enforcement, and multi-device accessibility.

LogiSense is built for usage-based billing, but we also accommodate any combination of subscriptions, usage, multiple currencies, or complex rating scenarios. Price in real-time, automate, or schedule your billing process in any configuration. LogiSense's API-first microservices platform exposes its billing functions via RESTful APIs, facilitating the integration, communication, and data required to automate billing processes. Customers want to pay for what they use. Companies that give them this flexibility build trust and win loyalty. Conventional subscription solutions limit pricing models. Join the usage economy with LogiSense. No matter what you offer, we can rate, measure it, and monetize it.

ReferenceEdge is the only Salesforce-native app that makes it easier to manage your customer reference program. ReferenceEdge is a Salesforce-native application that enables sales and marketing teams to track who is a reference, what use cases they are used for, and how often. ReferenceEdge allows users to search for references using keywords and filters; automate reference requests; analyze program metrics in real time; manage and share customer information; and much more. ReferenceEdge is a tool that helps you win more deals by improving your sales and marketing efficiency.

Transition away from traditional spreadsheets and adopt the superior, top-tier integrated enterprise planning solutions offered by Jedox. These solutions from Jedox amalgamate enterprise planning, data analytics, and reporting functionalities, empowering organizations to enhance teamwork, generate precise forecasts and analytics, and achieve improved visibility and transparency in processes. Furthermore, Jedox can be accessed on any device and features seamless integration capabilities, making it a versatile choice for businesses. This shift not only streamlines operations but also fosters a more collaborative work environment.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Our vision is to End Month End. For nearly 30 years, Multiview has been proudly advancing corporate finance and back-office operations alongside our clients so they can spend more time focusing on their business. Corporate Finance and accounting have been leveraged as a way to discuss past performance. There is value in that. We believe, however, there is even more value if you can leverage that information not only monthly, quarterly, or annually, but daily to drive results and decisions with the information. Not talk about the results after it is too late to do something about it. The power of data control is at the hands of the CFO or centralized in an organization is you can share it throughout the company. Trusting the information you’re making decisions on is incredibly important. Ultimately, the finance team’s job is to tell stories. Tell the stories about what is actually going on within an organization, and support the story with accurate, timely data. Join us on our vision to End Month End, and help your organization Stop Chasing Numbers. Start Using them.

MYOB Business is a robust cloud-driven software solution aimed at enhancing the financial and operational efficiency of small to medium-sized enterprises (SMEs). This platform encompasses an array of functionalities, such as invoicing, expense tracking, payroll management, inventory oversight, and compliance with tax regulations. Through its real-time financial reporting and intuitive dashboards, MYOB Business equips business owners with critical insights necessary for making well-informed choices. The software also facilitates smooth integrations with various banking systems, payment processors, and additional business applications, promoting automation and minimizing manual workloads. Renowned for its adaptability, MYOB Business is designed to support the evolving needs of expanding businesses by offering versatile pricing structures and customizable options tailored to different sectors. Moreover, its user-friendly interface ensures that even those with limited accounting experience can navigate the software with ease.

EMAsphere, a SaaS performance management platform, automates your forecasting and reporting processes. Our 50+ connectors allow you to automatically collect your operational and financial data and transform it into pre-configured, customizable KPIs or dashboards. The platform also offers expertise features, such as analytical views, management consolidations, cash flow monitoring, budgets, and forecasts. You can now concentrate on analysis and not on handling errors.

Arria NLG Studio is an innovative AI solution crafted by Arria NLG, designed to cater to both large enterprises and small to medium-sized businesses. This powerful platform enables organizations to mimic the human ability to analyze and articulate data insights in a manner that is easily comprehensible. The software is adept at producing insights in various forms, such as financial analysis, trend identification, problem-solving, and forecasting future events. Leveraging Arria's proprietary natural language generation technology, the company has developed several SaaS solutions that deliver industry-specific reports filled with pertinent information in mere seconds. This represents a significant advancement in the realm of business intelligence and data reporting. Additionally, Arria NLG Studio provides API accessibility, ensuring seamless integration with a wide range of software platforms, making it a versatile tool for any organization looking to enhance its data communication capabilities.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

NonProfitPlus is a cloud ERP accounting software specifically designed for nonprofits. Our product was built from scratch. We didn't reuse any modules that were used to mimic fund accounting or grant system. NonProfitPlus was designed to make it easy for users to complete their tasks. This includes the ability to track, process, report and manage funds, grants, and programs. This ERP Software is the most flexible on the market and has a pricing structure that is specifically designed for non-profits. You can get everyone involved in one system with better controls and definable workflows. Users can be restricted to the functionality and accounts that they use. This includes spending protection, budgeting and reporting.

Transform your paper receipts into digital data and eliminate clutter from your workspace. Declutter your desks and drawers by sending your receipts directly to our processing center at no cost using our prepaid Magic Envelope™! You can also scan any remaining receipts using our mobile application, available on both Apple App Store and Google Play Store. All your crucial receipt information will be compiled in a single organized location, making expense tracking straightforward and efficient. By clicking on an expense, you can view a complete scanned image of the corresponding receipt. You have the option to use our standard categories or customize your own to suit your preferences. At any moment, you can export all your data, including the scanned receipts. Say goodbye to the chaos of paper receipts by mailing them directly to our processing facility with our convenient postage-paid Magic Envelope™. We'll handle the scanning process and convert your receipts into well-organized and actionable digital data, allowing you to focus on what truly matters. With this service, managing your finances becomes simpler and more efficient than ever before.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

For over 20 years, we’ve powered tens of millions of donations from over 190 countries and raised over $2 billion for social good. Nonprofits of every size and cause—from human rights to disaster relief—use our platform to raise money, engage their communities, and advance their missions. The Engaging Networks platform is updated constantly with new features and upgrades every six to eight weeks so that we can provide an innovative platform that fits every need. We can replace the advocacy, fundraising, email, P2P, events, and data management systems you have, or play nicely with whatever you’d like to keep. We proudly work with a variety of incredible organizations such as The Humane Society of the United States, The Nature Conservancy, Human Rights Campaign, PETA and Amnesty International USA. Today, we have two offices in Washington, D.C.

Sentinel Software Monetization solutions provide licensing, protection and entitlement management to help drive business growth. Sentinel can help you get the most out of your software. Our software solutions allow customers to generate new revenue streams, improve operational efficiency and customer satisfaction, as well as gain valuable business insight. Sentinel's award-winning technology has helped build a strong global customer base, with more than 10,000 customers in over 30 industries and 100 countries. Sentinel solutions allow you to offer flexible business models and capture new revenue opportunities. They also minimize revenue leakage. Sentinel solutions can simplify supply chain processes, increase business continuity, reduce risk, and eliminate operational overhead. Sentinel solutions allow you to create a highly personal and connected user experience to increase customer satisfaction and reduce churn.

Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.

Automate A/R. The Invoiced A/R cloud makes it easier to get paid faster, save time, and provides a better payment experience. You can go from invoice to cash quicker with less effort. Invoiced is 14 days faster for businesses. Automated email, letter, and text communications make it easier to collect. A modern, frictionless portal makes it easier to provide better customer payment experiences. Our award-winning A/R Cloud automates financial processes. The Invoiced Cloud allows you to program your entire accounts receivable operation. It includes dashboards, integrated reporting, and specialized tools that allow for efficient, effective A/R administration. Many modern businesses are now able to accept online payments faster, but not all of them have. Some businesses are still losing weeks to snailmail and are sacrificing positive cash flow.

CS Broker gives brokers the leading edge in technology with automated workflows, smart-filtering submission channels, Lender API integrations, and automated renewal forecasting features to make the MCA process more intelligent. 

A singular "source of truth" for the accounting interpretation of customer contract information. Monitoring Deferred Revenue at the most granular level with both roll-forward and forecasted perspectives. A user-friendly and regulated repository for Revenue Recognition guidelines articulated at the necessary detail. The standalone selling price library (SSP) acts as a dynamic and accessible resource that encompasses all SSP details at the product level, fully integrated with your pricing catalog. The automated tracking and amortization of deferred commission expenses throughout the anticipated duration of contracts is also included. It entails the identification of all performance obligations while considering variable factors as outlined by ASC 606. Accounting systems must uphold a higher standard of controls, encompassing rigorous security measures, user access permissions, built-in balance reconciliations, and preventative measures to ensure completeness and accuracy. Furthermore, it provides real-time revenue reporting across various levels, dimensions, and time frames. This allows for precise trend analysis and facilitates clear explanations of any changes that occur. Additionally, the system fosters a robust framework for compliance and audit readiness.

KYC Global's RiskScreen software provides best-in-breed AML/KYC screening for your prospects and customers with up to 95% reduced false positives There are many options for screening: one-off or bulk screening, cloud or on-site hosting, API or Salesforce integration, and the world-class Dow Jones and Refinitiv World Check datasets. This ensures that you can incorporate a risk-based approach to your processes that meets your needs. Our adverse media searches provide additional insight into your watchlist, sanctions, and PEP results. RiskScreen's OnBoard module, which was released in 2020, combines batch screening functionality with electronic ID verification (eIDV), to provide an end-to-end customer-onboarding solution for individuals as well as complex corporate entities. The service offers a white-label portal and a mobile ID verification application. It also has great workflows, reporting, and crucially, it carries user risk levels up to the CLRM. Considered the best-in-class for AML/KYC software 2020 by Chartis

A cost-free method for expanding a subscription-based venture. Regardless of your business size, Billby offers all the essential tools necessary to manage a subscription enterprise effectively. This complimentary online platform simplifies subscriber and billing management, allowing you to launch your service in just a few minutes. Billby seamlessly connects with well-known accounting software like Xero and QuickBooks, as well as payment processors such as Stripe and Braintree, equipping you with everything needed to operate a subscription or membership organization. It caters to any model that generates recurring revenue, including software providers, internet service companies, pay-as-you-go offerings, club memberships, and educational services. You can effortlessly add sign-up forms to your website without any coding, or design your own while utilizing our developer tools for smooth integration. Additionally, you have the flexibility to adapt your subscription options to meet the changing needs of your customers by employing various billing cycles, intricate pricing structures, and subscription add-ons, ensuring your service stays relevant and competitive. With Billby, managing subscriptions has never been easier.

PeakCommerce Inc. runs B2B commerce on a single API instead of a stack of disconnected front ends. Customers buy and pay through storefronts and hosted payment pages. CSRs and channel partners work in dedicated portals. Account changes happen through self-service or conversational commerce. All six surfaces call identical contracts for catalog, pricing, and entitlements — no surface is a special case. Adapters resolve to the system of record you already run: Agentforce Revenue Management, Zuora, Stripe Billing, Maxio, Orb, Metronome, or an ERP. Replace any surface with your own React, Vue, or native front end without touching the contract. Founded 2016. Redwood City, California.

Efficiently purchase and oversee cross-media campaigns utilizing a media buying platform specifically designed for advertisers and agencies. Enhance both direct and programmatic revenue streams through a fully integrated advertising sales solution tailored for publishers and agencies alike. Stakeholders can seamlessly plan, implement, and control campaigns via a personalized self-serve advertising portal. This solution caters to both direct and programmatic advertising, incorporating connections to prominent ad servers, ad exchanges, SSPs, and DSPs. It also offers comprehensive features for managing print advertisements, including a detailed real-time booking calendar for streamlined campaign oversight. All essential out-of-home advertising functions are encompassed, ensuring effective inventory and price management. ADvendio operates on the Force.com® platform, benefiting from the reliability and scalability associated with a reputable name in cloud technology. This robust platform allows us to meet diverse business requirements through powerful APIs and mobile-friendly tools, making campaign management more efficient than ever before. Furthermore, the user-friendly interface ensures that even those with limited technical expertise can easily navigate and leverage its capabilities.

All-in-one field service software. Automate and grow your business. You can improve customer service, manage projects, close more deals, and track the real-time progress of all your business's day-to-day activities. You can dispatch jobs directly to field workers or technicians via our mobile app, or send a text message to get real-time status updates. In one click, you can generate Microsoft Word quotes using your existing templates. Send related brochures and attach them automatically with quotes. With one click, convert quotes to Work Orders. Based on field worker updates and rules, automatically update the status of Work Orders. When stock levels are low, monitor them and automatically generate purchase orders. You can search for any document, quote or purchase order, by item number, status or job type, technician, or company, and view all related documents, notes, and job history in one place. No more duplicate orders or invoices.