Best Finance Software with a Free Trial of 2026 - Page 80

VarthagamSoft Billing Software offers an efficient GST-compliant invoicing and billing solution tailored for both wholesale and retail enterprises. This tool enables businesses to produce precise invoices, track inventory, and manage accounts seamlessly within a unified platform. The software accommodates GST billing requirements by ensuring accurate tax calculations, utilizing HSN/SAC codes, and providing well-structured invoice templates. Users can quickly generate invoices by employing barcode or QR code scanning, which minimizes manual input and decreases the likelihood of billing mistakes. Additionally, the ability to share digital bills via WhatsApp, SMS, and email enhances communication with clients while streamlining paperwork. With robust inventory management features, the software presents an overview of stock movements, allowing businesses to prevent both shortages and surplus inventory. It meticulously records purchases and sales, facilitating clear tracking and insights into daily operational performance. Furthermore, it encompasses comprehensive reporting capabilities for sales, inventory levels, and outstanding payments, empowering businesses to make informed decisions and drive growth effectively. Overall, VarthagamSoft is a holistic solution that simplifies billing and enhances operational efficiency for various business types.

Filabl streamlines the filing of IRS Form 5472 and pro forma Form 1120 for foreign-owned single-member LLCs in the United States. Owners of foreign LLCs must submit these forms each year to avoid facing a hefty penalty of $25,000 annually. The service simplifies the entire process: users can upload their bank statements in either PDF or CSV format, Filabl identifies which transactions need to be reported, generates both forms as IRS-compliant PDFs, and sends everything directly to the IRS with a confirmation of delivery that includes a timestamp. This efficient process takes approximately 20 minutes to complete. With pricing starting at just $30 per year, it offers a significant cost-saving compared to the typical fees charged by CPAs, which range from $500 to $1,500. Additionally, Filabl accommodates multi-year catch-up filings for clients who may have missed submissions in previous years, ensuring compliance is accessible and manageable for all users.

HelloBooks.ai is an innovative platform that leverages artificial intelligence for accounting and bookkeeping purposes, targeting businesses, freelancers, and accounting professionals. By automating essential financial tasks such as invoicing, expense management, and reporting, it enables users to handle their finances with greater efficiency and ease. The system employs AI technology to arrange financial information, identify discrepancies or fraudulent activities, produce valuable insights, and enhance workflow processes, all of which minimize manual effort and boost precision. Additionally, it offers functionalities such as bill scanning, automated payment processing, and up-to-date financial reporting, which collectively facilitate more informed decision-making for businesses. Moreover, the user-friendly interface makes it accessible for individuals with varying levels of financial expertise.

VACEI is a contemporary firm specializing in accounting, auditing, and corporate services, centered around an organized digital framework. Our approach integrates knowledgeable professionals with systematic workflows and tailored technology to provide comprehensive solutions for accounting, compliance, corporate governance, and auditing. The core mission of VACEI is to offer these services in a manner that prioritizes structure, transparency, and accountability. By fusing experienced teams with defined processes and specialized systems, we eliminate fragmentation, uncertainty, and inefficiencies often found in professional service delivery. Our commitment lies in executing tasks accurately, punctually, and in accordance with professional and regulatory standards, all while ensuring our clients have complete visibility without the burden of operational complexities. It is important to note that VACEI is not merely a software tool or a marketplace; rather, we are a dedicated firm that handles the work on your behalf, all facilitated through a secure and well-organized client portal. Our unique blend of expertise and technology ensures that you receive exceptional service tailored to your specific needs.

Remitae serves as an automated reminder system for invoices aimed at freelancers and small service-oriented businesses. Eliminate the hassle of manually pursuing overdue invoices by establishing your reminder preferences just once, allowing Remitae to take care of all subsequent follow-ups on its own. You can customize reminders to match a consistent tone—whether professional, friendly, or assertive—while also tracking the status of your invoices in real time, ensuring you always know what has been paid, what remains pending, and what is overdue with ease. Designed specifically for freelancers, consultants, and small teams who frequently bill clients, Remitae helps facilitate faster payments without the discomfort of manual follow-ups or the confusion of spreadsheets and memory. Unlike most invoicing tools that stop at sending the invoice, Remitae prioritizes the critical follow-up process. Once you configure it, your automated reminders will continue until the invoice is settled, making it a seamless solution for managing payments. Overall, Remitae empowers users to maintain financial efficiency and professionalism in their billing processes.

Info-Tech's E-Invoicing Software is a cloud-based platform tailored to enhance and simplify the invoicing tasks for enterprises in Singapore. Seamlessly integrated with the national InvoiceNow network, it facilitates the direct exchange of invoices between systems via the Peppol standard. This innovative solution aids businesses in minimizing manual data entry, reducing errors, and boosting overall operational efficiency. By automating the processes of invoice creation, dispatch, and reception, it enables quicker payment cycles. The software comes equipped with compliance features that guarantee precise GST reporting and alignment with regulatory standards. Additionally, it enhances cash flow management by allowing users to track invoice statuses and payment schedules more effectively. Recognized as an IMDA-certified solution, it ensures secure and dependable data transmission. Consequently, Info-Tech's E-Invoicing Software empowers organizations to modernize their invoicing methods, ultimately fostering improved financial efficiency and stability. With its user-friendly interface and robust functionalities, this software is poised to transform how businesses handle invoicing in the digital age.

Akoya is a secure, API-driven platform for open finance that empowers financial institutions, fintech companies, and data aggregators to share consumer-authorized financial information in a compliant and transparent manner. Serving as a data access network, it links banks and financial data providers with authorized third-party applications, enabling consumers to utilize fintech services securely without the need to disclose their usernames or passwords. By offering a single integration point, organizations can connect with thousands of financial institutions and applications, simplifying the integration process and significantly decreasing the complexity associated with ongoing development and maintenance. The platform is entirely reliant on API-based connections, eliminating outdated techniques such as screen scraping and promoting secure, permissioned data sharing, which allows users to maintain full control over their data and manage or revoke access whenever they choose. Moreover, this innovative approach not only enhances security but also fosters greater trust between consumers and service providers in the financial ecosystem.

N1 streamlines the electronic tax document processing for Colombian accounting firms, eliminating the need for manual data entry by automatically capturing, validating, and uploading supplier invoices directly from DIAN, the Colombian tax authority, into platforms such as Siigo and Alegra. This innovative system not only enhances efficiency but also simplifies compliance with local regulations through features like AI-assisted account recommendations, supplier matching, and automated acknowledgments of receipt for e-invoicing. Key functionalities include: - Seamless invoice ingestion from DIAN - AI-driven causación with PUC account suggestions and retentions management - Automated Acuse de Recibo for compliance with Colombian e-invoicing standards - Bank reconciliation aligned with accounting activities - Direct integrations with Siigo, Alegra, and other local ERPs - Comprehensive audit trails and bulk processing capabilities for firms handling high volumes Designed specifically for the unique requirements of Colombian accounting workflows—including DIAN regulations, retentions, PUC, and Acuse de Recibo—N1 serves accounting firms that manage thousands of invoices each month, ensuring they remain efficient and compliant in their operations. Its tailored features make it an essential tool for enhancing productivity and accuracy within the accounting sector.

Estimator 9, developed by FineIT Private Limited, serves as a dedicated automation platform for managing IFRS 9 Expected Credit Loss (ECL) calculations, particularly tailored for international financial institutions. This innovative solution provides audit-ready risk assessments via a comprehensive automated, model-driven system. The platform facilitates complete ECL calculations by incorporating critical risk variables, including PD, LGD, and EAD modeling, while also integrating relevant discounting factors. It employs a three-stage classification system along with automated detection of Significant Increases in Credit Risk (SICR). Moreover, it includes macroeconomic scenario modeling and anticipatory adjustments to ensure full compliance with IFRS 9 standards. With a deployment footprint spanning over 56 institutions across more than 40 countries, Estimator 9 seamlessly integrates with essential banking systems and general ledgers. Additionally, it features automated disclosures, stress testing, and validation tools that adhere to GPPC guidelines, thereby ensuring the accuracy and reliability of the data. Endorsed by Big 4 audit firms, the platform guarantees fast, transparent, and dependable ECL reporting, making it an invaluable resource for financial entities.

InvoiceXML serves as an API-centric platform tailored for achieving e-invoice compliance across Europe. Its REST API is capable of generating, validating, and converting a wide array of formats that fall under EN 16931, including Factur-X, ZUGFeRD, XRechnung, UBL, and CII. The generation process takes in clean JSON data and produces either a compliant XML document or a PDF/A-3 hybrid invoice, complete with embedded XML following specific formatting guidelines. Validation is conducted using the official Schematron rulesets, which not only deliver structured results but also provide accessible explanations in plain language alongside the raw outputs of the rules. For format conversion, the API endpoint (POST /v1/convert/{from}/to/{format}) allows the transformation of any supported format into another via a unified internal representation. Additionally, a dedicated namespace, /v1/transform/, facilitates AI-driven extraction from older PDF invoices into organized XML. Moreover, No-Code integrations enable users without programming skills to access core functionalities seamlessly. The MCP server supplies a robust compliance toolkit designed for AI-assisted workflows, ensuring that the platform is consistently aligned with the latest standards, requiring no ongoing maintenance for users. This approach not only simplifies the compliance process but also enhances efficiency for businesses navigating the e-invoicing landscape.

SMASH is a voice-to-invoice software platform built for tradies and service businesses that want to create professional quotes and invoices quickly without spending time typing or managing paperwork manually. The platform allows users to simply describe a completed job out loud while SMASH automatically generates polished invoices, quotes, and customer-ready documents within seconds. Businesses can upload a few previous invoices during setup so the system learns their pricing structure, labor rates, job styles, GST handling, and invoice formatting preferences automatically. Once trained, the platform creates invoices that match the business’s existing workflow and branding with minimal setup or configuration required. SMASH streamlines the entire payment process by allowing customers to receive invoices instantly, approve quotes with one tap, and complete payments directly from their phones. Real-time tracking tools let businesses see when invoices are opened, viewed, approved, or paid so there is no uncertainty around customer communication or payment progress. Features such as repeat invoicing, saved customer details, NDIS participant support, and automatic GST calculations help businesses reduce administrative work and maintain consistency across jobs. The platform also supports quote management by allowing users to track drafts, approvals, repeat customers, and pending payments from one dashboard. SMASH is designed specifically for electricians, plumbers, builders, carpenters, and other trades professionals who spend most of their day on job sites rather than behind a computer. Mobile-first functionality allows users to generate and send invoices directly from the driveway immediately after completing work.

LineNow offers automation software for purchasing and inventory tailored for small to mid-sized enterprises that routinely reorder products from their suppliers. This tool streamlines the process by enabling teams to generate purchase orders, communicate with suppliers, and monitor confirmations, backorders, stock levels, credits, invoices, attachments, and delivery updates, all while linking purchasing activities to inventory and accounting systems. Rather than juggling emails, spreadsheets, and manual follow-ups for supplier communications, LineNow provides a unified platform that facilitates shared workflows for managing purchase orders, supplier interactions, receipt of goods, and order histories. Additionally, the platform seamlessly integrates with point-of-sale, e-commerce, and accounting systems, empowering businesses to enhance their purchasing strategies, prevent stock shortages, and minimize time-consuming administrative tasks. Designed specifically for retailers, restaurants, distributors, manufacturers, e-commerce businesses, and those operating across multiple locations, LineNow serves as a more straightforward solution compared to comprehensive ERP systems, making it an ideal choice for companies seeking efficiency and simplicity in their operations. By centralizing purchasing operations, LineNow not only saves time but also improves overall organizational effectiveness.

Utterbond is a robust subscription application for Shopify that empowers merchants to generate steady recurring revenue through customizable subscription options, automated billing, and tools aimed at enhancing customer loyalty. This app enables brands to implement various subscription models such as subscribe-and-save offerings, prepaid plans, unique subscription boxes, and Build-a-Box features, allowing customers to tailor their recurring purchases according to their preferences. Equipped with advanced dunning management capabilities and automatic payment processing, Utterbond helps businesses minimize customer churn and reclaim lost subscription income seamlessly. Additionally, it provides a user-friendly branded self-service portal where subscribers can manage their billing, alter product selections, skip deliveries, pause their subscriptions, update payment information, and review their order histories independently, without needing to reach out for support. Furthermore, the application seamlessly integrates with Shopify Checkout and is compatible with prominent payment gateways such as Shopify Payments, PayPal Express, Stripe, and Authorize.net, making it an ideal solution for merchants seeking to optimize their subscription services. This comprehensive approach not only simplifies the management of subscriptions but also enhances the overall customer experience.

BVOPro, a business valuation and appraisal software platform created in Australia, is tailored for accountants, business brokers, and financial advisers. This innovative tool streamlines intricate valuation tasks, allowing professionals to produce precise and data-informed valuations and appraisals with speed and efficiency. By leveraging BVOPro, users can enhance their service offerings and better meet client needs in the competitive financial landscape.

NudgePe is an innovative platform designed to automate accounts receivable and invoice reminders specifically tailored for freelancers, agencies, and small enterprises. By eliminating the need for tedious manual follow-ups on overdue payments, NudgePe integrates effortlessly with your current systems, linking directly to both Stripe and Google Sheets to monitor outstanding invoices effectively. The software is designed to automatically dispatch courteous and customizable email reminders to clients according to your chosen timeline. When a payment is received through Stripe, the system promptly ceases any reminders to avoid any potential confusion or overlap. Among its standout features are the ability to import invoices via CSV, synchronization with Google Sheets, personalized email templates, and automated follow-up sequences. With NudgePe functioning as your efficient virtual billing assistant, you can enhance your cash flow, minimize the occurrence of unpaid invoices, and foster professional relationships with clients—all while alleviating the stress associated with manual payment collection. Additionally, the platform empowers users to focus on their core tasks, knowing that invoice management is handled seamlessly.

SuccessionLabX is an innovative Advisor OS powered by AI, tailored specifically for wealth advisors, family offices, and estate planners, aiming to transform client concerns regarding succession into organized planning dialogues. This platform enhances the process of capturing leads and onboarding clients by utilizing a 30-question risk assessment that produces a score ranging from 0 to 3000, taking into account external, internal, and relational factors. Advisors are provided with credits to create in-depth succession reports that benefit from AI assistance, allowing for customization with their own branding elements such as logos, colors, and personalized welcome messages, all while managing client relationships seamlessly within a centralized CRM dashboard. It is particularly advantageous for independent planners and advisory teams that seek to offer valuable succession solutions and foster client trust without the need to develop a diagnostic framework from the ground up, ultimately empowering them to focus on what matters most—client relationships and strategic planning.

Finswitz serves as a comprehensive financial infrastructure platform in Africa, empowering businesses to efficiently collect payments, manage their finances, issue cards, ensure compliance, and integrate financial services within a singular framework. This versatile platform offers a combination of developer APIs and no-code tools, allowing companies to accept payments, create hosted payment pages, generate payment links, oversee settlements, automate payouts, and direct transactions among various payment providers, all while monitoring activities via a centralized dashboard. Among its notable features are Unified Payment APIs, No-Code Collections, Smart Payment Routing, Wallet & Ledger Infrastructure, Split Payments & Vendor Settlements, Escrow & Treasury Management, Compliance as a Service (KYC/KYB), Virtual Card Issuance, Reporting & Reconciliation, and both Developer and Admin Consoles. By streamlining the process of developing and managing financial products across the continent, Finswitz aims to simplify the challenges businesses face in the realms of payments, compliance, and treasury management. Furthermore, its innovative approach not only enhances operational efficiency but also provides a scalable solution tailored to the unique needs of African enterprises.

Danko Invoice offers a comprehensive cloud-based solution for invoicing and accounting that allows businesses to efficiently produce professional invoices and quotes, communicate documents through email and WhatsApp, monitor payments and overdue accounts, facilitate online payment acceptance, oversee customer and supplier management, track expenses, comply with VAT regulations, reconcile bank transactions, create financial reports, manage cash flow, maintain general ledger accounts, and acquire real-time insights into their business performance—all through a secure and user-friendly interface. Additionally, the platform streamlines financial operations, helping businesses save time and improve their overall financial management processes.

The EnviStride ESG Platform offers a comprehensive suite of AI-driven tools for managing ESG concerns, carbon accounting, and GHG emissions tracking, facilitating effective ESG reporting and compliance for enterprises. This innovative software automates the management of ESG data, allowing for the calculation of Scope 1, Scope 2, and Scope 3 GHG emissions, as well as tracking carbon footprints and generating sustainability reports. It is designed to meet the requirements of BRSR reporting, CSRD compliance, ESG disclosures, EHS management, and overall corporate sustainability efforts. By centralizing ESG, sustainability, and carbon data from various operations, suppliers, and business units, EnviStride ensures that organizations can produce audit-ready reports. The platform also features ESG dashboards, sustainability analytics, performance tracking, risk management, and compliance monitoring capabilities. Tailored for teams across ESG, sustainability, EHS, compliance, risk, and finance, it plays a crucial role in supporting net-zero initiatives and decarbonization efforts in diverse sectors such as manufacturing, energy, oil & gas, chemicals, automotive, IT, real estate, logistics, infrastructure, and finance. Moreover, its user-friendly interface and robust analytics empower organizations to make informed decisions that drive sustainability forward.

E-Rechnungs-Studio is a web application based in Germany that facilitates the creation, conversion, validation, and viewing of electronic invoices. Users have the option to upload an existing PDF invoice and seamlessly convert it into an e-invoice that complies with EN 16931 standards, supporting formats such as XRechnung and ZUGFeRD. Additionally, the platform features an online validation tool specifically for XRechnung XML files and ZUGFeRD PDF documents, along with a viewer that presents structured invoice data in a readable format. This tool is particularly tailored for small businesses, freelancers, agencies, service providers, and companies throughout Germany that require a solution for managing individual e-invoices without the need for comprehensive accounting software installations. Key functionalities encompass the conversion of PDF documents to both XRechnung and ZUGFeRD formats, validation processes for XRechnung and ZUGFeRD, as well as the capability to view e-invoices in a structured, accessible manner. Furthermore, E-Rechnungs-Studio streamlines the invoicing process, ensuring compliance and efficiency for its users.

SpeedyDD is a platform designed for Know Your Business (KYB) onboarding and compliance, specifically tailored for regulated industries that require the collection, management, and upkeep of compliance documents related to their partner companies. Our solution supports payment service providers, corporate service providers, electronic money institutions, and iGaming businesses by streamlining the onboarding process, consolidating documentation, ensuring the preservation of audit trails, and enabling them to remain prepared for audits with assurance. Additionally, we prioritize user experience and efficiency, making compliance management more accessible and less time-consuming for our clients.

Fieldpaid is an innovative mobile application designed for trade contractors who utilize QuickBooks Online, offering seamless invoicing and profit tracking capabilities. Simply describe a job in straightforward terms, and Fieldpaid's artificial intelligence will align it with your current QuickBooks item list, generating a quote based on your actual prices. You can transform this quote into an invoice and send it directly from the job site in under a minute. Additionally, automated reminders ensure that you follow up on any unpaid invoices without any manual effort required. Once the job is completed and you enter your actual hours and materials used, the Job Profit Reveal feature allows you to compare your actual expenses against the original quote, providing a detailed view of your true margin, including revenue, labor, materials, and net profit. There's no need to learn a new pricing system or replace QuickBooks; Fieldpaid integrates with your existing account, effortlessly reads your items, and automatically sends invoices back. This tool is specifically tailored for seasoned contractors who understand the importance of their numbers yet have not had a clear way to visualize them before. All of this is available for just $20 per month, with every feature included and a 7-day free trial offered to new users, allowing them to experience the benefits firsthand.

BMPT Books is a cloud-driven platform for business management and accounting that allows companies to oversee their finances, operations, and growth through a unified system. This software encompasses a variety of features such as accounting, invoicing, inventory oversight, purchasing, expense management, payroll processing, human resource management, customer relationship management (CRM), point of sale (POS), asset management, project oversight, budgeting, multi-currency accounting, and in-depth business analytics. Organizations can generate and handle quotations, invoices, bills, purchase orders, journal entries, payroll cycles, and financial reports, all while gaining real-time insights into cash flow, profitability, inventory status, and overall operational efficiency. Additionally, the platform accommodates rental and lease management, giving businesses the capability to administer rental agreements, lease timelines, recurring payments, asset leases, tenant information, renewals, and payment monitoring. Furthermore, BMPT Books features an AI-driven assistant designed to enhance user experience and streamline various tasks. This innovative tool not only simplifies routine processes but also provides valuable insights to help businesses make informed decisions.

FastTrackr AI serves as a transformative AI engine for wealth management, designed to facilitate advisor transitions in a matter of weeks rather than dragging on for months. Tailored specifically for the needs of advisor transitions and informed by actual operational processes, it enables firms to automate time-consuming tasks such as repapering, onboarding, account transfers, documentation, CRM updates, and compliance reviews. By consolidating the transition process into a single secure workflow, it assists teams in minimizing manual coordination, addressing NIGO issues prior to submission, and ensuring that every action is traceable. FastTrackr AI enhances efficiency by supporting automatic form completion using data from CRM and custodians, implementing custodian-specific logic, conducting data completeness audits, and performing pre-submission validations to mitigate delays that can extend a transition by days or even weeks. This solution is meticulously crafted for wealth management operations, where the transition of a single advisor may entail the handling of hundreds of client accounts, a plethora of forms, exception management, audit trails, and monitored communications. Ultimately, FastTrackr AI empowers firms to streamline their processes and enhance overall productivity during advisor transitions.

Fnivo transforms financial information into actionable insights. Designed specifically for startups and small to medium-sized businesses, our adaptable platform consolidates your complete financial landscape into a single view—providing you with immediate access to cash flow, expenditures, and runway. Say goodbye to disorganized spreadsheets and uncertainty. Instead, enjoy streamlined and integrated data that empowers you to comprehend your financial status and make quicker decisions. Whether for everyday management or critical strategic moves, Fnivo equips founders with the financial transparency necessary to operate efficiently and expand with assurance. With Fnivo, you can navigate the complexities of finance while focusing on growth and innovation.