Best Finance Software in New Zealand - Page 89

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

PureFacts stands out as the leader in understanding financial services data, having supported clients in boosting revenue, controlling costs, and minimizing risks for more than two decades. By optimizing processes and customizing the client journey, we enable businesses to generate additional revenue streams. Our data insights empower you to concentrate your efforts on creating greater value. As a leader in the AI Fintech and Wealthtech sectors, we offer innovative solutions that make onboarding, goals-based investing, and decumulating exceptionally efficient and straightforward. Our technology is designed to enhance processes, refine the client experience, and maximize revenue capture. You can adopt revenue programs that recognize the full value you provide while operating with reduced overhead through automated, precise, and consistent workflows. Our platform is hosted, highly integrated, adaptable, scalable, and dependable, seamlessly blending with your current tech ecosystem to ensure effortless data flow both upstream and downstream. With PureFacts, you can transform your approach to financial services data and elevate your business success to new heights.

LendFoundry is an award-winning SaaS platform that provides lenders with advanced tools and accelerators designed to oversee the entire digital lending lifecycle. This platform includes a comprehensive Loan Management System featuring both a Loan Origination System and a Loan Servicing System, in addition to modern capabilities such as customer management, compliance reporting, authentication, security measures, AI-driven credit scoring, and marketing functionalities. With a SaaS model that significantly reduces initial startup costs, this AI-enhanced platform intelligently identifies priority accounts, develops risk profiles, and suggests optimal interest rates to maximize profit margins. It serves as a self-service portal for customers, granting them a consolidated view of their loans, payments, and statements. LendFoundry allows for the implementation of the entire solution or the selective use of components that align with specific business needs. Its flexibility supports complete automation of underwriting processes as well as the customization of back-office workflows for manual verification as required. Furthermore, the platform features a user-friendly and visually appealing interface that facilitates the logging of all activities efficiently. This innovative approach not only streamlines operations but also enhances the overall user experience for both lenders and borrowers alike.

Discover top-tier applications that deliver a comprehensive front-to-back investment experience, addressing all operational requirements throughout your organization. The Eze Investment Suite serves as an all-inclusive resource for a thorough investment experience, encompassing all asset classes. With its adaptable and user-friendly design, Eze Investment Suite allows users to customize their views, workspaces, and dashboards while maintaining standardized workflows that are easily embraced by the firm. Users have the capability to analyze data at various levels, ensuring that they access the precise information needed for swift and informed decision-making. By implementing complete straight-through processing, you can craft a personalized investment ecosystem tailored to your needs. The Eze Investment Suite features an open, vendor-neutral architecture that offers seamless connectivity with nearly any third-party platform or internal system. Supported by flexible APIs and a vast array of on-demand interfaces, the suite facilitates the integration of diverse platforms and counterparties, enhancing collaboration across your organization. This comprehensive approach ensures that all facets of investment operations are streamlined and effectively managed.

Simply complete our online form, and we will take care of everything from there. Alternatively, if you prefer, you can schedule a call with us, and we will guide you through the sign-up process step-by-step. If you are currently working with another manager, we will manage the challenging conversation to inform them that we will be taking over your account. We will also coordinate with them to ensure they provide all necessary documents for a smooth transition. If you suspect that you might be bound by a contract with your current manager, reach out to us, and we will do our best to negotiate a resolution on your behalf. We believe in flexibility and do not require you to commit to a fixed term. While we are confident that you will be satisfied with KITT, we understand that circumstances change, and we won’t force you to remain if you are not content. Attracting the right tenants is vital for your success as a landlord, as reliable tenants not only pay their rent on time but also tend to stay longer and take good care of your property. To achieve this, we adopt a unique approach; we hold open homes during evenings and weekends to accommodate working professionals, ensuring they have the chance to view the property at their convenience. This strategy has proven effective in connecting landlords with the best possible tenants.

First Rate, a prominent provider of financial technology and services tailored for the wealth management sector, has recently completed the acquisition of Vantage Software to enhance their market presence and global influence by combining the strengths of both companies. Through First Rate Vantage, private equity, venture capital, and real estate advisors gain access to a unified source of truth for managing the entire life-cycle of a fund, which includes comprehensive reporting on private investments such as deal flow management, partnership accounting, and investor reporting. To discover how Vantage can benefit your operations, please click the appropriate box below! In 2021, recognizing the potential to capitalize on their extensive experience and strong client relationships, First Rate, Inc. took the strategic step to acquire Vantage. For over three decades, First Rate has been committed to delivering cutting-edge solutions and services that enable financial firms to achieve complete transparency, improve operational efficiency, and empower advisors in crafting more insightful and effective investment strategies for their clients. This acquisition marks a significant milestone in First Rate's journey towards innovation and client success.

With Fizen, you can oversee your activities in real-time while enjoying a comprehensive solution for management and invoicing. It's time to move away from depending on your accountant for decision-making. Crafted by accountants for executives of very small enterprises, this tool eliminates the need for tedious accounting entries, account numbers, and bank reconciliations. Allow Fizen to handle everything, providing you with streamlined accounting all within a single application. This accounting software equips you with all the necessary tools to save time and expand your business. Fizen guarantees complete security and offers expert assistance whenever you need it. Forget about manual data entry, as Fizen automatically syncs with your bank accounts. You can synchronize multiple banks simultaneously, including the details of your deferred debit credit card statements. Your banking transactions are automatically categorized and translated, simplifying the generation of your accounting documents. Additionally, you can easily edit and customize your quotes and invoices, allowing you to send them and receive payments with just a few clicks, ensuring a hassle-free financial experience. This innovative platform empowers you to take full control over your finances without the usual complications.

Our software encompasses Tax, Accounts Production, and Practice Management, along with a variety of additional functionalities. It seamlessly integrates with the tools you rely on most, providing accountancy practice software designed to enhance the efficiency and profitability of your operations by streamlining client work. With an emphasis on simplicity and affordability, our solution enables businesses to manage tax and accounts production effortlessly. The user-friendly interface allows both accountancy and legal firms to serve their clients with greater efficiency and profitability, delivering exceptional value for investment. Additionally, accounting and finance professionals in various industries utilize our software to ensure smooth tax compliance and accounts management. Our comprehensive suite includes Practice Management, Accounts Production, Self-Assessment, and Corporation Tax modules, specifically tailored for accounting experts in both practice and corporate environments. Thanks to powerful integrations, our customers experience enhanced convenience, while features such as automatic iXBRL tagging and direct submission to HMRC simplify the entire process. Ultimately, our software not only streamlines workflows but also empowers professionals to focus on what truly matters—their clients.

When setting up an InstaPayments account, you'll be prompted to either link it to an existing Stripe account or establish a new one. If you already possess a Stripe account, simply enter your login credentials. Products serve as the basis for determining what fees to charge your customers, and these can be established either within Stripe or through InstaPayments. Utilize the Checkout Creator to configure how you want our system to respond when a customer subscribes. Each checkout comes with a distinct link that you can embed behind a button on your website or include in an email, ensuring a seamless experience for your customers. You can effortlessly design checkouts for various purposes, such as subscriptions, donations, one-time payments, or even for storing a card for future transactions. All checkouts can be customized to reflect your brand identity. Each unique checkout link is designed for easy integration; just paste it onto your website or in an email for your customers' convenience. Additionally, this functionality empowers your users to manage their billing, allowing them the flexibility to update their payment methods, oversee their subscriptions, download invoices, and more, enhancing their overall experience with your service.

Elevating the effectiveness of revenue management technology to unprecedented heights, we attract clients who seek to boost their revenue but lack the necessary systems, resources, or expertise to achieve this goal. By leveraging technology, we enable them to optimize profits through the ideal alignment of consumer demand and hotel availability. Our comprehensive revenue management solution empowers clients to capture the greatest possible market share by utilizing all pertinent information at their disposal. We enhance strategic approaches with a Revenue Management System (RMS) tailored to the unique aspects of each business, facilitating informed decision-making grounded in trustworthy data. Additionally, we adapt our services to align with the client's revenue maturity level, providing customized solutions that fit their specific needs. Our offerings include bilingual technical support, comprehensive training, and dedicated account managers who specialize in revenue management, ensuring our clients receive the guidance they need to succeed. With our commitment to excellence, we strive to foster long-term partnerships that drive sustained growth.

File In Time is an intuitive software solution for managing task assignments and tracking due dates related to filing, ensuring that you never overlook essential deadlines and enhancing the efficiency of your operations. With this tool, you can effortlessly keep tabs on your workload, regardless of the volume of returns processed or the number of clients served. The software allows for the seamless transition of completed tasks into a due date list for upcoming periods or years, enabling you to stay organized. You can monitor the status of each task with up to 40 different tracking fields, making it easier to manage progress. Additionally, the platform comes equipped with pre-set dates for nearly 200 federal and state income tax returns, along with the flexibility to design custom services tailored to your needs. Tasks can be generated for all responsibilities in your office, with each one clearly marked by the client’s information, important dates, and the specific service being rendered, whether it’s a tax filing or a scheduled meeting with clients. It’s a comprehensive approach to ensure that your firm operates efficiently and effectively, allowing for better time management and improved client satisfaction.

The creators of PerfectLO recognized the need for a more effective method to kickstart the mortgage application process. Leveraging their deep expertise in the industry, they developed a comprehensive, interactive questionnaire that efficiently and intelligently poses essential questions. This innovation eliminates the issue of inaccurate loan applications stemming from assumptions or insufficient information gathering. It also eradicates the need for unnecessary credit inquiries and prevents the squandering of time and resources on loans that are unlikely to close. Additionally, it addresses the problem of overlooked questions that could lead to further documentation requests. PerfectLO, a cloud-based mortgage software, effectively tackles one of the primary challenges in the loan application journey: the inability to furnish the detailed information required to accurately portray a Borrower’s complete financial profile, ensuring a smoother and more reliable process for all involved.

Webdocs offers comprehensive document management solutions that cater to cloud platforms, Windows, and IBM iSeries systems. Their document management software enables users to digitally capture, organize, and share all types of documents and data seamlessly. You can easily automate the routing of electronic files through various workflows, such as approvals, payments, and order fulfillment, eliminating the need for cumbersome paper processes. By integrating ERP, POS, LOBs, and additional systems with your document management software, you ensure consistent data management throughout your organization. Say goodbye to the challenges of printing spool files and the complexities of generating reports in different formats. With Webdocs, you can create and deliver reports using a single tool, streamlining your workflow. Additionally, Webdocs lays a solid foundation for electronic document management, while its other specialized software modules focus on accounts payable processes, forms management, and efficient document creation and distribution. This comprehensive approach enhances overall productivity and simplifies document-related tasks across the board.

Experience hassle-free card payments with SumUp, the most cost-effective solution for your business transactions. You’ll incur just a 2.75% fee on each transaction, with no contracts or monthly minimums required. This pricing model is designed for transparency, ensuring you always know what you're being charged. With top-tier payment solutions, funds are deposited directly into your bank account within a swift 1-2 business days. You can begin in under five minutes by simply connecting the card reader to any mobile device or tablet and start processing payments. At SumUp, we prioritize clarity in pricing; there are no hidden charges or recurring fees, so you only pay for what you actually use. Each day, over a million businesses trust SumUp for their payment needs. Discover how partnering with SumUp can facilitate your business’s expansion and success. With easy onboarding and reliable support, it’s time to elevate your payment experience.

Financial consolidation and reporting can be a daunting task that becomes increasingly complex as an organization expands. eCons Direct provides a financial consolidation software solution that is entirely managed and offers extensive customization options to fulfill your financial consolidation requirements. This platform features an intuitive interface and supports a comprehensive consolidation process compatible with all reporting frameworks. It allows for consolidation across various segments of your business, including legal entities, subsidiaries, joint ventures, and partnerships. With a spreadsheet-like interface, it seamlessly integrates with multiple accounting systems such as SAP, Tally, Oracle Financials, PeopleSoft, and QuickBooks. The software accommodates various financial periods and enables the generation of tailored and ad-hoc reports at three levels of consolidation. Additionally, it supports multiple currencies and operates across different geographic regions. With its highly scalable technology infrastructure and innovative delivery models, the platform ensures a robust level of security for your financial data, making it a reliable choice for businesses aiming to streamline their financial processes.

Document AI software equipped with advanced OCR capabilities enables the transformation of unstructured documents—such as pay stubs, invoices, and bank statements—into actionable data. This solution accommodates documents in various formats with minimal initial setup required. In just a few clicks, users can extract essential details like totals, invoice numbers, and payment terms from multiple invoices simultaneously. Additionally, it allows for the categorization of table line items while providing calculated attributes to facilitate automated decision-making. The captured data can be reviewed using a human-in-the-loop tool and validated through external APIs or databases. Ensuring the highest level of security, we implement enterprise-grade measures to keep your data safe. Users maintain complete control over their data processed through Docsumo. Moreover, automated processing of rent rolls can lead to a 50% reduction in operational costs. Customers can be onboarded in real-time through efficient logistics document processing, and tax return details can be verified instantaneously with the intelligent OCR API. Furthermore, our system guarantees error-free data extraction from Energy & Utility bills, enhancing overall accuracy and reliability. This technology not only streamlines operations but also significantly boosts productivity.

National Discount Merchant Services (NDMS) delivers an extensive array of payment processing solutions designed for enterprises in diverse sectors. Their offerings include support for both in-person and online transactions, accommodating credit card, debit card, and ACH payments seamlessly. NDMS boasts cutting-edge features like EMV/chip terminals, virtual terminals, mobile point-of-sale systems, and secure payment gateways to enhance transaction efficiency. To ensure robust security and adherence to regulations, they provide services such as tokenization, assistance with PCI compliance, fraud prevention mechanisms, and a secure vault for sensitive information storage. Moreover, NDMS extends additional functionalities like recurring billing, chargeback management, multi-currency processing, and customizable reporting tools to meet varied needs. Serving a multitude of industries such as retail, ecommerce, healthcare, hospitality, and high-risk environments, NDMS guarantees adaptable and scalable solutions suitable for businesses of any size, ultimately empowering them to thrive in a competitive marketplace. Additionally, their commitment to innovation ensures that clients receive the latest tools and technologies to enhance their payment processing experience.

Unlock your potential by starting with data, as Novus partners with fund administrators, custodians, prime brokers, and portfolio management systems to digitize and streamline information provided by managers. Alternatively, you can maintain control by opting for self-upload, regardless of frequency or desired transparency level. Utilizing cutting-edge reconciliation technology, Novus ensures the accuracy and timeliness of essential portfolio data. The platform is adept at identifying and addressing data discrepancies, refining portfolio information to meet your needs. You can label, categorize, and analyze your data with custom tags, while also integrating alternative data sources like ESG metrics. Additionally, Novus allows you to compare public filings from a vast array of managers, providing deep insights into market dynamics. Dive into Novus’ proprietary indices to keep tabs on the most sought-after hedge fund stocks and enhance your investment strategies even further. By leveraging these tools, you can achieve a comprehensive understanding of your investment landscape and make informed decisions.

ChargeDesk seamlessly connects with many widely-used payment gateways such as Stripe, WooCommerce, PayPal, Braintree Payments, Recurly, Authorize.Net, Zuora, and Shopify, eliminating the need for any coding or adjustments! Simply click the button below to establish an instant connection with your preferred payment gateway. Our robust notification system ensures you are promptly informed of significant activities within your account, allowing you to quickly recognize when a new customer makes a payment or upgrades their subscription. ChargeDesk integrates effortlessly with your current eCommerce infrastructure—typically requiring no coding or modifications on your part. Just link your gateway to ChargeDesk, and you can start managing your customer interactions in mere seconds. We are continuously enhancing ChargeDesk, viewing our service as a constantly evolving platform. Striking a balance between implementing upgrades for our existing users and introducing new features to attract fresh customers is our priority. Much of our ongoing development is inspired by valuable customer feedback and feature suggestions, so we welcome any ideas you may wish to share! We believe that collaboration with our users is key to our success.

Integrate our solution into your systems. Our infrastructure and functionalities can be leveraged to elevate your applications. The Innovo API can seamlessly integrate into your company's web or mobile applications. The API uses Innovo42's OCR and machine learning technologies to extract data from invoices and receipts. The API can deliver the data in a customized way to meet your application's needs. Innovo API's data extract technology converts receipts into structured data. This is thanks to our multi-layered framework that harnesses the power of machine learning algorithms and OCR. It also uses a series validation processes to improve expense and invoice handling. It's as easy as taking a picture with your smartphone and sending it us.

Established in 2011, Acculytic was created to tackle the challenges that mid-sized companies face regarding the auditing of transactions and vendor records. The focus lies heavily on cash recovery, as well as the identification of duplicate payments and vendors, which is essential for organizations of all sizes. Beyond these aspects, our accounts payable enhancement tools offer even broader capabilities. In contrast, larger corporations often engage third-party auditors who employ advanced technologies that necessitate intrusive procedures and complex software, which may exceed what mid-sized companies require. Acculytic, however, operates on a fixed fee model and leverages non-invasive SaaS technology, enabling companies to effectively monitor their expanding accounts payable. Regular assessments with Acculytic not only help identify cash recovery opportunities but also validate the absence of such opportunities, all while equipping businesses with the necessary technology for continuous oversight of their accounts payable processes. This proactive approach ensures that organizations can maintain financial integrity and optimize their resources effectively.

Create your invoices effortlessly and at no cost using billx, eliminating the need for your Excel templates. Once your invoice is ready, simply share it with your accountant by sending them the file. They'll appreciate the convenience and efficiency you bring to their work. Plus, with billx, managing your invoicing has never been simpler.

CREST is an all-encompassing ERP solution designed for trading, manufacturing, and service organizations to efficiently oversee their business functions. By utilizing CREST ERP, businesses can optimize their resources and enhance employee productivity, allowing them to dedicate more time to expansion and growth. The system features a comprehensive array of modules that encompass the entire spectrum of business operations, including Procurement, Inventory Sales, Manufacturing, Accounts Payable, Accounts Receivable, General Ledger, Fixed Assets, CRM, HR, and Project Management. This integration of various business functions into one automated platform provides stakeholders with improved control and oversight of their operations. Moreover, CREST's innovative design ensures that organizations can rely on its capabilities to meet their evolving needs.

BusinessQ is a robust software solution designed for business intelligence, data visualization, and data exploration. It enables users to generate clear and visually appealing graphs along with detailed dashboards directly from their databases or spreadsheets. BusinessQ effectively narrates the story behind your business data in a clear, impactful, and precise manner, facilitating activities such as monitoring sales performance, managing inventory levels, assessing overall business performance, and tracking Key Performance Indicators (KPIs). This tool empowers organizations to uncover hidden trends, identify potential issues promptly, and recognize valuable opportunities within their raw data. Small to medium-sized enterprises often lack the resources to invest hundreds of thousands of euros in lengthy BI implementation projects or to hire additional staff to manage these systems. BusinessQ is specifically tailored for the needs of small and mid-sized businesses, emphasizing ease of use, interactivity, rapid implementation, cost-effectiveness, and adherence to best practices in data visualization. By leveraging BusinessQ, companies can transform their data analysis processes and make informed decisions that drive growth and efficiency.

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