Best Finance Software in Canada - Page 7

Open Source ERP and CRM for business. One web suite to manage all aspects of your business. * Only enable the features you need : No matter what your needs are (customer relationship or sales, human resource, logistic, stock and invoicing, accounting, manufacturing marketing, foundation management, surveys, ), you can set up the application to meet your needs. * No more double entries in your Information System: Integration between features and modules is available "in-the box". Even without customization, users are ready to go immediately. * Upgrade at any moment : New versions can be upgraded by design. You can upgrade to the latest version at any time, regardless of your current version. This allows you to keep all your data intact. Users always benefit from the latest features, innovations. * An extensible and customizable application: This market place allows anyone to centralize hundreds of add-ons to improve the app.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

Transaction Cloud is used by SaaS companies around the world for global Payments, Sales Tax / VAT / GST compliance (collection, filing), and Subscription Management, Recurring Billing, Invoicing and Fraud Detection. It simplifies a SaaS companies payment, tax compliance, accounting and risk management process while providing high conversion rate. Transaction Cloud uses its unique Singularity-Integration architecture which combines One-Directional-API, and One-Data-Cloud. This saves valuable resources as there is no cumbersome setup which is typical of webhooks based integration. As a result, the time and resources required for integration are reduced by 50%. Additionally, the points of failure and maintenance cost over the long run are significantly reduced resulting in a reliable, resilient, and efficient system. There is no setup fee and their pay as you go pricing is the most competitive in the industry. Their support for multiple currencies, major credit cards, wallets (Apple Pay, Google Pay, Pay Pal) and fast interface results in high conversion rates. In conclusion, it is a solid, customer centric, transparent, reliable and secure platform made exclusively for selling SaaS and digital products businesses.

Dovico TimeSheet for Small Business allows you to track project time and expenses in a fully customizable way. Eliminate the barriers! Employees can enter their time and expenses via a web or mobile experience (iOS and Android). Need help? As an extension of your profit-building team, we offer unlimited chat, email, and phone support. Dovico TimeSheet Small Business is now available for free!

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

Stansoft is a Linux financial accounting software system for business. It is designed for data entry efficiency with an ncurses text-based terminal user interface. Developed using Aubit 4GL / Informix 4GL with a PostgreSQL or Informix database engine. It is HMRC-recognised for UK PAYE RTI payroll and MTD VAT returns. The following modules are included: Payroll (U.S. and UK), Accounts Payable, Accounts Receivable, General Ledger, Tax Control, Sales, Inventory. Additionally there are fully integrated modules, Fuel Retail Sales, Fuel Management, and Fuel Dispatch for use by petroleum marketers, fuel wholesalers, and retail gas/petrol station operators. Demonstration videos can be found on the YouTube channel @standardsoftware.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

Veriam brings access and subscription management together in a single, secure platform designed to simplify operations, reduce admin time, and improve security. From onboarding to offboarding, Veriam makes it easy to manage access permissions and subscription plans for customers, partners, and employees—all in one place. With Veriam, access permissions and subscription updates happen in real-time. When subscriptions are renewed, upgraded, or changed, access is automatically updated too—so customers always have the right access, without delays. This real-time synchronization means fewer support tickets and a better customer experience. Users only need one login to access products, subscriptions, and data from any organization using Veriam. No more juggling multiple logins or passwords—just a smooth, familiar experience every time they log in. Veriam offers self-service. Customers can update their own subscriptions, manage access, and change profile details without support. This reduces the load on support teams and gives users more control. Built with security and compliance in mind, Veriam follows industry standards, giving you confidence that customer data is handled securely. Try us out today!

LedgerPlus is the exact same product as LedgerLite, which is our general ledger and cashbook software. It also includes stock control, invoicing, stock management, accounts receivables, point-of sale (POS), and enhanced user-access levels.

RIB BuildSmart, a web-based enterprise management system, is a fully integrated system that provides construction companies with industry-aligned information. It integrates Costing and Project Accounting for real-time analytics and effective project management. RIB BuildSmart is a collection of modules that includes Procurement and Accounting, Payroll Management, Plant, Yard & Store Management Management, Subcontract Management Management, Business Intelligence Management, HR, Time & Attendance, and Business Intelligence.

FinAlyzer®, an integrated digital platform for financial consolidation and financial close, analytics, as well as management reporting, acts to facilitate CFO reporting in multientity organizations. It covers integrated group reporting, legal reports, management consolidation, segment-wise profitability reporting, and segment-wise reporting. FinAlyzer converts financial data into actionable insights using decision analytics, KPIs, insights, predictive weathering, benchmarks and more. It is not a code that can be fully configured with the standard accounting taxonomy for IFRS and Ind AS, US GAAPs, IRDAI & MIS. FinAlyzer, a corporate performance management platform, brings together all your financial and operational data seamlessly. This frees up time for report preparation and allows teams to focus on analysis and better decision-making. FinAlyzer is a high-performance BI/CPM solution.

InvoiceDeck is an innovative invoicing and expense management platform tailored for freelancers, contractors, virtual assistants, and small business entrepreneurs, prioritizing user privacy. In contrast to conventional accounting software that often imposes extensive tracking measures, InvoiceDeck values and protects your data. With our unique "No-Signup" Classic Generator, users can effortlessly create and download professional PDF invoices in less than a minute, all without the need for an account. When you're ready to enhance your business operations, our secure dashboard provides features like automated expense tracking, visual financial insights, multi-currency templates, and seamless checkout integrations. Experience faster invoice settlements with InvoiceDeck, as it enables you to incorporate direct payment links (via Stripe, PayPal, or Lemon Squeezy) and scannable mobile QR codes right into your PDF invoices. Adhering to strict GDPR compliance and zero-tracking policies, InvoiceDeck stands out as a secure, efficient, and aesthetically pleasing billing partner for independent creators, making financial management simpler and more effective. Additionally, our user-friendly interface ensures that even those with minimal technical expertise can navigate the platform with ease.

Convene is a board management software that has won numerous awards. It improves the efficiency and effectiveness of meetings by organizing and distributing documents, conducting, documenting and generating actions. Convene's intuitive, secure, and simple-to-use features make Convene a top choice for listed companies, SMEs and banks as well as non-profits and governments in more than 100 countries. Convene was developed by Azeus, a Capability Maturity Model Integration Level 5 company with over 30 years of IT development experience. It is highly customizable and can be tailored to meet each client's specific needs. Convene has SSAE 18-certified and ISO 27001-certified data centres around the globe, which ensures clients' data are secure. Convene is available for Windows OS X, Mac OS X and iOS.

CREDITONLINE is an integrated software platform that manages loan business operations. It enables organizations to connect and integrate all parties in a state of the art lending ecosystem. Our solutions were developed in close collaboration with software developers and lenders business professionals who have more than 10 years experience in fintech. It is a great fit for retailers, alternative lenders, and financial institutions. Our future-proof technology and trusted partnerships make it easy, fast, and cost-effective for you to expand your services and increase the number of clients. This will allow your business to grow and reinvigorate at any stage of its business life-cycle. CREDITONLINE is the best choice for enhancing such business activities like Loan Origination, Leasing and Refinancing.

We'll help you reduce your emissions and understand your carbon footprint. Our team will guide each step. From onboarding, to measuring your carbon foot print, to reduce it, and all the way through to communicating it to the public and stakeholders. You don't need to be a scientist in order to make a change. Our climate experts provide you with simple and easy steps to reduce your carbon footprint. The use of both activity-based and spend-based methods is essential for a thorough assessment of your CO2 emissions. The world's first carbon footprinting tool will help you accelerate your climate change while reducing the workload of your team. We combine the latest technology with a team that includes climate experts to help you at each stage of your transition to a more sustainable model. We consider everything to provide you with precise results and we do so quickly.

Preventor is a comprehensive SaaS solution that simplifies digital onboarding, regulatory compliance, and core banking functionalities in a single platform. It facilitates eKYC and eKYB processes through biometric identity verification, global document acceptance, and electronic signature capabilities. Preventor’s compliance features include real-time screening against sanctions lists, politically exposed persons (PEP) and adverse media monitoring, as well as transaction monitoring and risk scoring to detect suspicious activity. The platform’s robust case management tools help streamline investigation and resolution workflows. Alongside compliance, Preventor provides a powerful core banking engine that supports account opening, electronic banking services, and full product lifecycle management for both retail and corporate customers. Designed for high security and scalability, Preventor ensures adherence to regulatory requirements while adapting to diverse deployment needs. Its modular design supports seamless integration with existing banking systems and third-party applications. This makes Preventor a flexible and scalable choice for financial institutions aiming to modernize their operations.

Caflou lets you take control of your company, projects and team, finances and increase your profit. Caflou is an all-in-one business management system ideal for marketing agencies and professionals, web developers or IT teams or any business providing services. With Caflou you get best value for your money. With Caflou you manage your customer relationships, projects with their budgets, finances and profitability, you can track time, manage your team and their workload or even automate repeatable activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free right now!

Meter Management Microsoft Dynamics Foundation ❖ Manage metering devices (locations, serial numbers, status, etc.) ❖ Automatically collect meter readings via M-Bus gateways ❖ Alternatively, import meter readings from MDM systems or Excel spreadsheets ❖ Built on Microsoft Dynamics 365 Business Central ❖ Easy-to-use and intuitive user interface ❖ Fully integrate your ERP, customer management and billing using the included Business Central subscription Tariffs & Rating Cloud Service ❖ Powerful tariff configuration makes set-up of even complex tariffs easy ❖ Bill any utility service (electricity, gas, water, sewerage / waste water, heating) ❖ Supports postpaid and prepaid plans ❖ Apply consumption-based rating, fixed / step rates, TOU, periodic charges (e.g. standing/daily rates), discounts ❖ Bill by customer, customer group, or property, on any periodic basis (e.g. monthly / yearly) ❖ Software-As-A-Service (SAAS) model – we take care of all the infrastructure, software & maintenance ❖ Hosted on our secure data centes in Latvia, or alternatively in public cloud (AWS, Microsoft Azure) or private cloud ❖ Access SkyBill from anywhere via your desktop, tablet or mobile phone

Adminsoft Accounts, a Windows-based accounts system, is specifically designed for small businesses. It is an accrual-based double entry, multicurrency, multi-user, accrual-based system. It manages customer and supplier accounts, all related transactions and general ledger, stock control and payroll (depending on the country), as well as human resources. It was first published in 2007 and has since been used by thousands around the globe.

GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week

ExpenseHub offers a smart, AI-driven solution for small and mid-sized businesses looking to streamline their expense management processes from start to finish. It automates everything from receipt capture and policy enforcement to approvals, mileage tracking, and financial reporting, making reimbursements faster and more accurate. Employees can conveniently submit expenses via multiple platforms including desktop, mobile apps, and WhatsApp, while managers benefit from AI-generated summaries that speed up approval times. With built-in compliance tools like HMRC-compliant mileage tracking, project budgeting, and customizable approval workflows, ExpenseHub helps finance teams avoid overspending and fraud. Seamless integrations with popular business software like Xero and Microsoft 365 ensure smooth data flow and increased efficiency across teams.

EasyLedger addresses the essential functions that small businesses typically rely on, including invoicing, tracking expenses, managing customer relations, generating financial reports, overseeing tax obligations, and monitoring payments. For the majority of small enterprises, this encompasses their daily operations, and EasyLedger effectively manages these tasks without unnecessary complexity or recurring fees. Additionally, its user-friendly interface ensures that even those with limited technical skills can navigate it effortlessly.

LTVX.ai is a cutting-edge platform that leverages artificial intelligence for optimizing revenue, aimed at assisting businesses in maximizing their customers' lifetime value. By employing sophisticated machine learning techniques, it evaluates customer behavior to enhance monetization approaches throughout every interaction. The system forecasts lifetime value starting from the initial customer engagement and categorizes users to uncover focused revenue opportunities. It boasts the capability to autonomously fine-tune its methods, eliminating the need for manual adjustments. Moreover, LTVX.ai swiftly adjusts to fluctuations in customer behavior and market dynamics, ensuring optimal efficiency at all times. Its churn prevention mechanism actively detects customers who may be at risk and implements retention strategies to alleviate potential revenue decline. The platform features intuitive dashboards that deliver up-to-the-minute insights into performance metrics, revenue patterns, and optimization outcomes. With its ability to seamlessly integrate without necessitating alterations to existing infrastructures, LTVX.ai empowers businesses to enhance their revenue generation processes effectively. This innovative solution represents a significant advancement in how companies can approach customer relationship management and revenue optimization.

Claims and Litigation Management Software for Captive or Risk Retention Group property or casualty claims. Direct Claim Solution provides a complete system that manages vendor, claims, and policy management for Self-Insured programs, Captive programs, or Risk Pool programs. This tool provides industry-specific tools for analyzing and investigating law. Modules for litigation management, subrogation, loss recovery and document management are included. The Merge feature allows for easy email or letter creation. The robust report screen allows management to query multiple conditions of claims by date ranges, state of loss and exposure type. External service providers can access the system and populate the fields as required to speed up reporting and collaborative analysis. See our website at www.directclaimsolution.com

Let's get it done! BizPlanBuilder®, creates a detailed business plan for "lean" development and, if necessary, a convincing investor pitch to raise capital at the best terms. BizPlanBuilder allows you to quickly and efficiently create a professional business plan. The online access to the pre-scripted templates for business plans in Microsoft®, Excel financial models and a PowerPoint presentation ("pitch deck") can be used to collaborate with your advisors and team. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It's the fastest way to turn your ideas into a business plan that is investment-grade and a company that is profitable.