Best Finance Software for Slack

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

Streamline Your Workflow with Approveit Approveit is the ultimate business process automation platform, integrated with Slack and Microsoft Teams. Simplify tasks like invoice approvals, contract management, and purchase orders with automated workflows that boost efficiency by up to 80%. Set up in minutes using intuitive templates, and manage tasks directly within your favorite communication tools. Why Approveit? Efficiency: Reduce errors and speed up processes. Integration: Connect with over 100 apps, including Xero and QuickBooks. Transparency: Track tasks in real-time with dedicated boards. Savings: Cut spend approval cycles by 70%, saving up to $2M annually. Plus, for every 100 approval requests, we plant a tree. Try Approveit today to revolutionize your business processes!

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

Chloepay by Chloe.ai, enables small to mid-market business owners to engage with customers across a multitude of platforms and media. Integrations with Intuit QuickBooks, Xero, Microsoft Dynamics, Slack, WhatsApp, and more ensure seamless invoicing and payments where your customers live and work. ChloePay also uses the same payment processing platform as Stripe, delivering best-in-class security and regulatory compliance. Just a few of the advantages of choosing ChloePay include: • Transaction-based plans with no monthly subscription fee • Simple SMS and mobile payments that your customers will love • Social media invoicing and payment options • Access to API's and custom development (fees may apply) • Integration with major CRM, accounting, and social platforms

Asseta is an AI-driven platform designed to simplify the financial management of family offices by providing powerful tools for wealth tracking, accounting, and reporting. The platform enables users to efficiently manage diverse portfolios, track investments, and oversee cash flow and multi-currency transactions in real time. With seamless integration with systems like QuickBooks, Bill, and Ramp, Asseta centralizes data for easy access and analysis. It also automates financial workflows such as bill payments, allocations, and month-end closing, ensuring greater accuracy and time savings. Tailored to meet the needs of growing family offices, Asseta enhances financial visibility, simplifies complex reporting, and supports scalable operations.

Risk Cloud™, LogicGate's most popular GRC process automation platform Risk Cloud™, allows organizations to transform disorganized compliance and risk operations into agile process apps without having to write a single line code. LogicGate believes that enterprise technology can make a significant difference in the lives of employees and their organizations. We aim to transform the way companies manage governance, risk, compliance (GRC), programs so that they can manage risk with confidence. LogicGate's Risk Cloud platform, cloud-based applications, and raving fan service, combined with expertly crafted content, allow organizations to transform disorganized compliance operations into agile processes without writing a line of code.

Sellsy is an online customer relationship management (CRM), and sales management software that helps you manage your sales cycle. Sellsy makes it easy for sales teams of any size or industry to manage leads, create invoices and quotes, and engage customers. Sellsy is a modular offering that can be tailored to meet the needs of each team. It includes business management, CRM/opportunity and subscription management, POS and website blog, as well as purchases, margins and expense tracking tools.

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.

Paycove integrates seamlessly into CRM and accounting software. It automates invoicing, quoting and payments. You can quickly create professional-looking invoices and quotes that your customers will be able to pay easily. Your team can quickly create consistent invoices and quotes without any manual data entry. Automate and scale your invoice and quote workflows across your company's finance and sales teams. Paycove automatically syncs data from your CRM to ensure accurate information throughout your sales and billing process, even for the most complicated projects. Personalize templates that reflect your brand. Each deal should include specific information about the customer and product. Paycove automates information flow between sales, project managers, and accounts payable, regardless of whether you have 5 or 500 employees.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

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.

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.

Everything you need for managing your HR processes. Spend less time on administrative HR tasks and more time focusing on the things that matter. You can speed up and simplify your HR processes so that you can concentrate on your team's growth, formation, and selection process. It will be easier to manage absences and holidays of your employees. Employees can request absences at any moment and see the vacation days they have taken from their profile. All documents and information about employees in one place. No more mailing pay slips or updating personal information. You can manage all documentation of employees in a safe manner and share any company documents you need. Sending payslips and other documents to employees is a waste of time. You can create customized reports based upon the data in your company. This will allow you to know the status of your team, its structure, and the average age of your employees at all times.

Your startup should be growing right. Metrics, dunning, engagement tools for SaaS and subscription businesses. Baremetrics cuts through all the noise to reveal the insights you need in order to make the right decisions and propel your business forward. You can see what's happening right now, plan for tomorrow, as well as strategize for growth in the months and years ahead. We are tired of boring charts and graphs. So we make our interface and design more engaging and inspiring. Each feature is both useful and pleasing to the eyes. Finally, you can access the data you need to identify growth opportunities, answer your questions, and run complex analyses with ease. It's possible to be data-driven and customer-oriented. We are the SaaS and subscription analytics solution that you have always hoped for. You only need one click to access hundreds of valuable metrics, business insights, and more!

Payment Rails is a global mass payments automation system. Payment Rails offers end-to-end support to your AP process. This includes white-labeled collection from supplier and partner banking/W9/W8 information, a simple API dashboard to send payments in any currency to anyone in more than 200 countries with an approval process and 1099/1042 tax file preparation.

Slack allows for simple expense reporting. Use the Slack app to track expenses and reimburse your team. Start a 14-day trial. No credit card is required. Cancel anytime. ExpenseTron works in Slack and handles all mundane tasks associated with filing expenses. You can say goodbye to manual data entry. ExpenseTron keeps your books current with real-time expense filings, approvals and reimbursements. Never worry about missing receipts. Send a photo of your receipt to Slack. You can also email the receipt. We will convert the distance traveled to $ for expenses if you simply specify it. You no longer need to keep a log of your mileage. You can file expenses in the currency that you have invoiced. ExpenseTron converts it automatically in the currency of your accounting program using real-time currency conversion rates.

You will save money by managing your customers' SaaS ecosystem. You don't have to guess and you can put SaaS usage data into action! You can easily track the usage of unapproved SaaS applications to enforce SaaS security policies. Automate your SaaS provisioning, approval and de-provisioning processes quickly. All SaaS usage reports across the entire organization. Compare SaaS usage with licensing to identify areas for savings. Augmentt can help you understand SaaS usage and optimize spend, enforce security policies, and improve productivity. To help your client reduce risk, increase productivity, and decrease spend, discover the entire SaaS Applications mix that is used in their environment. Track users, usage, and spend for all your SaaS subscriptions quickly. Get rid of the guesswork associated with subscription management and save money today!

Transform how your business and customers see, understand, and act on debt with our industry-leading debt APIs or low code drop-in modules.

AI and automation can improve the speed and quality of application integration. IBM® App Connect connects applications and data instantly from all systems and modern technologies. App Connect provides enterprise service bus (ESB), agile integration architecture (AIA), microservices deployment of integration artifacts. This allows businesses to deploy to a variety of flexible integration patterns. Customers can make online insurance claims more simple and accurate by integrating AI and integration. Open banking APIs are being used all over the world and are leading the way to an open data economy that empowers and unlocks innovation. Continuum is a concept that involves an integrated system that tracks and guides patients over time. It includes a wide range of health services, covering all levels of intensity.

Wallkit is a subscription platform for digital content owners and media companies. Publishers can quickly start collecting subscription fees via a cloud-based platform. A revenue-generating system that can run by itself or can be used by an account team to maximize sales. The networked system allows readers access content from multiple media titles, as well as publishers. Publishers can also earn revenue from other content owners. Wallkit will share your success in sales by charging fees only when you bill your subscribers after setting up. Secure Amazon services, including EC2, SES, and S3. Secure connection to payments and sales systems. WK can be run on a self-hosted server. Wallkit is entirely API-based. This allows you to either let your development team handle integration or outsource it all to WK developers. Wallkit supports a variety of CMS, payment, and software including WordPress, HubSpot and Streak, MailChimp and Stripe, Slack, and Braintree.

Invyce ensures that your business data is accurate and provides you with smart business insights. Invyce is designed to facilitate collaboration and help teams achieve common business goals. Invyce automates all your business operations and gives you a complete picture of how it is performing. You can create invoices quickly and keep track of your finances and accounts from one dashboard. You can manage your contacts easily and send multiple invoices. It is simple and intuitive to use, making it easy to get things done quickly. Invyce is much more than a smart invoicing program. It includes amazing features such as accounting, credit management, and smart reporting that is backed up by AI. Invyce is a useful tool. It is packed with incredible integrations with other popular tools and services. The cloud is ideal for small and medium-sized businesses. Get started, With the right pricing plan

INXY Tracker automatically detects subscriptions based on your transactions. All subscriptions are displayed in an interactive dashboard. Are you aware of how much you spend each year on subscriptions? Start saving money on subscriptions you don't use. A convenient dashboard gives you a complete overview of all your subscriptions. You can see how much you spend, when subscriptions expire, and when they must be renewed. You can save your money by unsubscribing to subscriptions that you don't need. Notify the most popular messengers to be notified of renewals that are available. Don't forget to extend the services you use and to stop paying for unnecessary ones. INXY allows users to be added to your account. This makes it easy to share subscriptions with family and friends. You can easily share your subscriptions with others and grant permission to edit them. INXY automatically identifies subscriptions thanks to open banking integration You will be informed about the price and what you pay.

Your business' efficiency is enhanced by invoice management, credit cards, and digital financial processes. Moss can easily track and reimburse all out-of-pocket expenses, no matter how small or large. Automated accounting processes allow you to focus more and save time. This will also help you speed up the month-end close. Data can be exported from your accounting software with just one click thanks to its integration. Moss facilitates invoicing for the entire team. Digital, automated, and centralized in one place. Moss allows you to make the most out of your time with automated approval and spend processes. Employee credit cards allow for greater control thanks to their set approval limits. You can track all employee spending in Moss and freeze cards. You can also adjust the limits flexibly. Moss allows you to see all employee expenses in one location and in real-time. This makes it possible to track every payment.

Any infrastructure, platform, app, custom resource, or feature can be meter. We offer an end-to-end consumption data and usage data infrastructure that acts as the system of records and a single source for truth. Our metering infrastructure is a fully-managed, fully-featured platform for usage instrumentation. It includes a rich set APIs and language-specific SDKs to manage idempotency and batching, batching, flushing, and deduplication. You can choose from a variety of pre-built usage-based models, including volume, per-unit, overage and tiered. Pricing plans include full lifecycle management including creation, change management, deprecation, and automatic transitioning customers accounts. Amberflo offers rich, real-time usage and revenue explorer features just like other cloud service providers. You can run your business like the top cloud service providers with real-time usage data and revenue data at your disposal.