Best Finance Software for Workers by Delos - Page 3

Databox is an easy-to-use analytics platform that helps growing businesses centralize their data, and use it to make better decisions and improve performance.

B2B SaaS companies use ChartMogul Subscription Analytics and CRM to measure, understand, and grow their recurring revenue. - Report and benchmark your key SaaS metrics to the market. - Analyze your data and find how to grow recurring revenue faster. - Full suite of data cleaning, auditing, and editing tools. - Manage sales opportunities, create tasks, and contact customers. ChartMogul plays nicely with your tech and data stack with a range of APIs and integrations including Stripe, Chargebee, HubSpot, Intercom, Slack, Snowflake, Amazon S3 and plenty more.

Attio is a next-generation, AI-native CRM designed specifically for modern GTM builders and fast-growing teams. It combines data, workflows, automation, AI, and reporting into one unified platform. With its powerful automation engine, businesses can control and optimize even the most complex revenue operations. Attio’s AI capabilities help scale tasks traditionally handled by humans, such as lead qualification and routing. Its flexible data model adapts to each company’s unique business structure, ensuring the CRM reflects real-world operations. The platform connects diverse data sources to maintain a live, accurate view of customer relationships. Real-time reporting enables teams to visualize performance and gain insights almost instantly. Attio eliminates long onboarding cycles by syncing directly with email and calendar tools. Built for scale, it handles massive datasets with low latency while maintaining high security standards. Overall, Attio empowers teams to execute revenue strategies with precision and confidence.

Recharge stands out as the premier platform for launching and expanding your subscription-based business. You can conveniently sell subscriptions directly through your Shopify store, effortlessly converting existing one-time purchase items into subscription options. By providing your customers with the ability to receive their favorite products on an auto-delivery schedule, you enhance their shopping experience. Recharge simplifies the process of offering subscription boxes, allowing you to manage your subscription business effectively with features like setting delivery schedules, cut-off dates, inventory forecasting, and streamlined order management. The option to subscribe and save can be quickly integrated into your product pages, and you can encourage customer loyalty by offering discounts for recurring deliveries. With all these functionalities, you can manage repeat orders seamlessly within a single, user-friendly platform. Now, all your subscription orders can be organized in one place, making management easier than ever before. Getting started with Recharge is a breeze, requiring just minutes of your time and no hidden commitments. You can turn one-time products into subscription offerings with remarkable ease.

Experience the freedom of spending without guilt while effortlessly saving through a friendly and adaptable approach to financial management. No more questioning where your hard-earned money disappears; the YNAB Method for managing your finances will empower you to increase your savings while embracing the joy in your spending habits. With four straightforward yet transformative rules, you’ll achieve clarity and confidence in your financial journey. The true charm lies not in complicated calculations, but in the method itself. Consider what you want your money to accomplish before your next paycheck arrives—assign a purpose to every dollar for a clearer financial vision. Acknowledge that unavoidable expenses, such as car repairs and holiday shopping, are part of life; tackle these budget challenges by dividing them into manageable monthly amounts. Remember, rigid budgets are prone to failure, so embrace flexibility; adapt your budget as life evolves. Enjoy your financial autonomy without guilt because it’s your money to control. Imagine the relief of utilizing last month’s income to cover this month’s expenses—you’ll always be one step ahead, and it will feel incredibly satisfying. Moreover, this approach allows you to plan for the unexpected, ensuring that you're never caught off guard financially.

All-in-one reporting and analysis, forecasting, and forecasting. Fathom is a business management tool that combines intuitive reporting, cash flow forecasting, and financial insight into one simple solution. Get a detailed analysis of your numbers to get a better understanding of your business performance. You can create custom management reports and share your business results in a clear and compelling way. You can create management reports for print and web in minutes. In one editor, you can combine text, charts, tables, and financial statements. Automate your reporting. You can schedule the delivery of timely reports.

Factorial is a top-rated business management software for small businesses because it strikes the perfect balance between powerful features and ease of use. According to users, our platform stands out for its: Intuitive interface Reliable customer support Scalability across international teams

Elevate your startup effectively with the right resources. Our suite of metrics, dunning, and engagement tools is tailored for SaaS and subscription-based businesses. Baremetrics simplifies the complexities of data, providing you with essential insights to drive profitable decisions that will advance your company. Stay informed about your current performance, prepare for future challenges, and devise strategies for sustainable growth in the years to come. Tired of outdated and uninspiring charts? We prioritize a vibrant and engaging design in our interface to keep you motivated. Each feature is designed not only for functionality but also for aesthetic appeal. Now, accessing the critical data you need to identify growth prospects, address inquiries, and perform detailed analyses is easier than ever. With our platform, being both data-driven and focused on customer needs is no longer just an aspiration; it’s a tangible reality. We aim to be the ultimate analytics solution for SaaS and subscription businesses you have always envisioned. With a single click, you unlock a treasure trove of valuable metrics and insights that can transform your business! Additionally, our commitment to innovation ensures that you always have the tools necessary to adapt to an ever-changing market landscape.

Mollie is a money management platform that powers growth for over 250,000 businesses – from startups to enterprises. It's a single platform to get paid and simplify your finances, with online and in-person payments, subscriptions, financing, reconciliation, invoicing and fraud prevention tools. Here's how Mollie can help your business: – Accept online and in-person payments and manage everything on one platform. – Increase conversion with 35+ payment methods, including global leaders and local favourites. – Boost revenue and build trust with an optimised checkout flow built to convert. – Use an all-in-one dashboard to manage payments, get insights, access funding, and streamline accounting. – Get paid faster by sending payment requests and branded invoices in just a few clicks. – Access fast, flexible business funding up to 350k with transparent pricing and flexible repayments. Get started today with transparent pricing, no hidden fees, and no lock-in contract.

Create stunning user login and payment systems for any website, giving you full control over your site's content and hosting. Begin by adding a simple JavaScript snippet to your site, then configure your membership plans, pricing, and access permissions. You can easily oversee member management through an intuitive dashboard. Eliminate the hassle of authentication and payment issues by restricting access to specific web pages and resources, allowing you to build effective web applications. With our seamless one-click integration with Stripe, you can start processing payments in no time. Enjoy a completely free and unlimited trial period, upgrading only when you are ready to go live, with no credit card information needed. In addition, you will gain access to essential Stripe features including tax management, free trial options, and the Stripe billing portal. Cater to your business model by offering payment methods that resonate with your audience, while expanding your global reach, boosting conversion rates, minimizing fraud risks, and enhancing your transaction efficiency. This user-friendly solution empowers you to focus on growing your business while streamlining your payment processes.

As your designated merchant of record, we take on the complexities of tax compliance, allowing you to concentrate on increasing your revenue without the associated stress. Acting as your merchant of record means we manage everything from payment processing and merchant fees to fraud prevention and sales tax, all without requiring any effort from you. You can quickly launch a secure ecommerce platform to sell software, subscriptions, and digital downloads across various locations in just a few minutes. With our no-code checkout links, you won't need to worry about aesthetics, mobile compatibility, or payment system integrations. It’s truly a straightforward process. Forget about the intricacies of merchant accounts and billing configurations; you can opt for seat-based or usage-based pricing and customize it to your liking. After each transaction, we automatically generate license keys for your software and applications, offering you the ability to deactivate, re-issue, and manage licenses completely. Build your ecommerce site in mere minutes, no coding or design expertise is necessary. Our offerings come fully customizable, SSL-secured, and optimized for mobile use as standard, ensuring a seamless experience for you and your customers. Start your online selling journey today and experience the ease of our comprehensive solutions.

Manage your shared expenses and balances with roommates, travel companions, groups, friends, and family effortlessly. Stay on top of who owes whom by tracking and controlling shared costs. Easily divide expenses among any group, be it for travel, roommates, friends, or family gatherings. Quickly add expenses while on the move to ensure you don’t forget who contributed what. Settle debts easily with friends and keep a record of both cash and online payments. Enhance your organization with features like receipt scanning, charts, tables, and currency conversion. Splitwise is the most user-friendly solution for sharing expenses with loved ones, alleviating the anxiety around financial obligations. Millions across the globe rely on Splitwise to manage their household bills, trips, and other shared costs. Our goal is to minimize the stress and discomfort that financial matters can impose on our vital relationships. You can enter expenses, IOUs, or casual debts in any currency, with capabilities for offline input. All expenses are securely backed up online, allowing everyone to access their balances and input expenses whenever needed, fostering clear communication and accountability. This efficient system ensures that financial interactions remain straightforward and transparent among all parties involved.

Socket offers a comprehensive set of tools designed for accountants and bookkeepers to enhance client engagement, mitigate scope creep, and safeguard profitability through clear pricing strategies. This platform streamlines the entire client journey by facilitating the transition from lead tracking to signing proposals, onboarding, billing, repricing, renewals, and ensuring customer satisfaction. With Socket, firms can create a service menu just once, clearly define their offerings, establish fees, and present these options to clients in a professional and transparent manner that aims to protect their profit margins. The proposal builder within the tool allows users to quickly generate polished, branded proposals, package services effectively, offer tiered options, and secure client approvals more rapidly without the need for spreadsheets. Additionally, engagement letters can be produced directly from these proposals using customizable templates that can be signed in mere seconds. Socket's integration with platforms like Xero further enhances its functionality by automating tedious processes between proposals, onboarding, and billing, ensuring that all aspects of client management are seamlessly connected and nothing is overlooked. Overall, this all-in-one solution empowers firms to operate more efficiently and focus on delivering exceptional service to their clients.

Oversee your entire sales process seamlessly with Sellsy, an all-in-one online customer relationship management (CRM) and sales management platform. Sellsy empowers sales teams of any size and sector to efficiently handle and monitor leads, generate quotes and invoices, and connect with customers effortlessly. Its modular design caters to the unique requirements of each team, offering a range of tools including business management, CRM/opportunity management, subscription management, point of sale, website blogging and e-commerce features, as well as tools for managing purchases, margins, and expenses. With its comprehensive functionality, Sellsy ensures that teams can streamline their operations and enhance customer engagement effectively.

Experience hassle-free online invoicing, effortless time tracking, and robust reporting that's tailored for both individuals and small enterprises. The landscape of online billing has transformed dramatically, eliminating the frustrations associated with invoice creation and significantly reducing the time required to craft a polished invoice. Our complimentary online billing software integrates seamlessly with Bluesky's billable hours tracking, offering a comprehensive all-in-one solution that caters to your needs for online time management and visually appealing invoices. With Bluesky's time tracking application, you can efficiently monitor your hours online. Designed to meet all your billable hours tracking requirements, Bluesky's online timesheets provide a singular platform where you can easily assess the progress of your projects, regardless of their complexity. Not only can you create and dispatch invoices online, but you can also process payments effortlessly through Stripe credit card integration. Embrace the convenience of managing your billing and time tracking in one unified platform, ensuring you stay organized and efficient.

What benefits does bexio provide? To gain insight, we reached out to our customer base, which numbers 40,000 strong—clearly, their feedback is significant. According to our survey results, bexio users save an impressive average of nearly CHF 6,000 annually! This business software propels you directly to the forefront of your industry. Companies leveraging bexio experience a 39% boost in their order processing speed. Additionally, with integrations to several banks, bexio users save approximately 2.4 hours of manual data entry each week. Remarkably, 66% of bexio customers report achieving greater success after adopting the software. Users can effortlessly generate offers, orders, invoices (including QR invoices), and credit notes using customizable templates. All PDF documents can reflect your unique branding. Users can swiftly print payment slips and conduct bank reconciliations (ESR, orange payment slip). Moreover, documents can be created in various languages. Users can send offers and invoices electronically via email directly from bexio, and with the bexioGo mobile app, documents can be scanned and uploaded seamlessly while on the go. This comprehensive suite of features enhances productivity and streamlines business operations.

Holded is a comprehensive cloud-based solution that equips you with all the necessary tools to manage your business from any location, at any time. Imagine effortlessly adjusting your working hours with just a click; Holded makes daily operations easier by automating various tasks while enhancing your accounting and invoicing processes. You can choose from more than 40 customizable templates to tailor the invoices and communications your business sends out. All necessary information, including contacts, products, banks, and taxes, is populated automatically, allowing you to simply verify, save, and submit. While the process is largely automated, you maintain control and can track what you have reviewed versus what remains unchecked. As soon as you begin utilizing Holded, it begins gathering your data to generate real-time reports. Every facet of your business is integrated into a singular management platform, ensuring seamless connectivity. Furthermore, all the invoices and receipts you receive are systematically organized and categorized in one central location. This holistic approach not only saves time but also enhances efficiency throughout your business operations.

Invoice Ninja is the most popular open-source platform for creating and emailing invoices, tracking payments and expenses, time billing tasks, and projects for clients.

Xendit stands out as a premier payment gateway serving Indonesia, the Philippines, and the broader Southeast Asian region. By utilizing a single integration, businesses can seamlessly accept payments across Indonesia and the Philippines via credit and debit cards, e-wallets, bank transfers, and additional methods. Xendit simplifies the payment process, ensuring security and ease for customers while handling millions of transactions monthly, thereby aiding business growth through an impressive array of high-quality APIs. Getting started with Xendit is straightforward, whether you choose to use Live URLs, web/mobile checkout options, or API integration. You can also experiment in our sandbox environment with a quick login to test functionalities. Transitioning to live transactions can be accomplished in under a day, enabling you to efficiently engage in real-time payments with Xendit. Moreover, you can monitor your transaction history through a centralized dashboard, complete with daily reconciliation for better visibility and streamlined reporting. Additionally, our pricing model is designed to be competitive, allowing you to pay as you go without any hidden fees or unexpected costs, making financial management all the more effortless. Xendit not only facilitates transactions but also empowers businesses with tools to enhance their operational efficiency and customer satisfaction.

A comprehensive solution designed to enhance the management of your clients' accounts. Automated journal entries for sales and purchases are generated along with their related documents. Take advantage of an advanced and insightful accounting review tool to effectively track the status of your financial statements. Ensure compliance with all tax responsibilities, including VAT returns, tax packages, and brochure management. Pennylane serves as an integrated accounting software and a holistic financial management system for your clients. Through Pennylane, your clients can oversee and settle their purchases, handle invoicing, connect their sales platforms, and keep an eye on their cash flow. Every action they complete on the platform contributes to your data input. Simplify your communication with clients and colleagues by engaging directly within Pennylane, allowing for chat and comments on invoices and transactions, while also tracking activities and deadlines associated with each task. This interconnected approach fosters a more organized workflow and enhances collaboration.

Contemporary business applications that are user-friendly and appealing to your workforce. Designed by industry professionals to support your food business in reaching its objectives. A single platform to tackle sector-specific challenges and unify all your operational processes across various departments and locations. Whether dealing with primary ingredients, specialty items, or packaging, you can gain enhanced oversight over the procurement and utilization of your raw materials. By integrating sales demand, production forecasts, and material requirements, you can foster greater transparency and accountability within your organization. In the food sector, achieving visibility on costs can often be a challenge, but improving your response time to price fluctuations will help safeguard your profit margins. Access to lot-level costing and improved purchasing controls will further optimize your profitability. Additionally, integrating quality management, food safety protocols, and traceability ensures heightened control over safety and visibility at the lot level, facilitating swift recalls when necessary. This system enables compliance with the stringent requirements of retailers, food service providers, and distribution channels, ultimately enhancing your business's operational efficiency and reputation.

Transform your subscription service with a top-tier solution designed for efficient monetization and management. Current systems might be hindering your progress, leaving finance departments overwhelmed with spreadsheets and developers facing delays. Zuora simplifies subscription management, allowing you to swiftly adapt to evolving go-to-market strategies on a unified platform. Accelerate billing processes for high volumes of invoices while maintaining precision and accuracy. Organize customers into groups and establish automated billing schedules tailored to each group’s needs. Each time a customer alters their subscription—whether through upgrades, downgrades, or other changes—billing is inevitably affected. With the Rating Engine from the Zuora Central Platform, these prorations and calculations are automatically managed, preventing bottlenecks in your workflow. Additionally, leverage Zuora’s tax engine or connect with a third-party tax solution to ensure real-time tax calculations for every invoice processed, enhancing your operational efficiency even further. This integrated approach not only streamlines your billing operations but also improves customer satisfaction by ensuring accurate and timely invoicing.

Neon offers a variety of distinct features such as Billing, Rate Management, CRM, Reporting & Monitoring, various integrations, and Account Management to enhance the efficiency of your management tasks. It encompasses all aspects of financial operations, including Billing, Invoicing, Settlement, and Netting, ensuring that every financial need of a business is adequately addressed. You can streamline the entire billing process for a growing number of interconnect partners while simultaneously cutting costs and minimizing errors in a process often fraught with inaccuracies. Rate Management capabilities include organized Customer and Vendor Rates, Least Cost Routing (LCR), A-Z generation, unlimited rate tables, centralized rate management, and the ability to export rates in various switch formats, along with scheduling and importing vendor rate sheets. By consolidating all sales communications into a single platform, productivity is significantly enhanced. The CRM functionality features Opportunity and Task Management, monitoring of Account Activities, effective Lead and Account Management, workflow optimization, and robust Online Contact Management, making it easier to track and manage customer interactions. Overall, Neon is designed to facilitate a seamless operational flow across multiple business functions.

Helcim's mission is to make it easier for businesses to grow and get paid. Helcim offers a better payment service by making it easier for businesses to sign up, making it easier to use smarter payment tools, making it more affordable to get paid, and making it simpler to get paid.

With sevDesk, organizing your documents in a digital format becomes a straightforward and efficient task. Our accounting software generates a revenue-surplus invoice automatically, allowing for seamless management of your financial records. Additionally, you can easily prepare provisional VAT returns right within sevDesk. Creating invoices and estimates is a simple and intuitive process using our accounting tools. With just a single click, you can print your invoice, email it, or send it directly through an interface to the Post. All users are invited to explore sevDesk through a complimentary trial. If you find it beneficial, you can choose from various subscription plans. For those looking to transfer existing data into their sevDesk account, we offer support to make the transition smooth. Your data is safeguarded with TLS encryption, which also applies during Online Banking transactions. We ensure your information remains secure through certified data centers and servers located in Germany. You will never need to worry about backing up your data again, as we perform daily backups and store them safely on separate servers. Moreover, this commitment to data security means you can focus on your business without the hassle of managing backups yourself.