Best Finance Software in the UK - Page 5

BillSend is a streamlined invoicing and quoting tool specifically tailored for individual tradespeople. Generate polished invoices and quotes in less than a minute, monitor payment statuses, and receive your payments more swiftly — all without complicated accounting terms or superfluous features. Designed with the independent worker in mind, it offers pricing that reflects the needs of a single user. This software simplifies the billing process, making it accessible and efficient for those working alone.

Precoro is a cloud-based solution that consolidates procurement, AP, and payment management. It automates operations with AI, eliminates manual work, prevents maverick spend, and drives savings — faster than you think. Procurement: Strengthen supplier relationships, centralize contract storage, and simplify employee requests. AP & Payments: Save time with AI-powered OCR, 3-way matching, and approval workflows. Execute vendor payments directly within Precoro to close the loop on your request-to-pay cycle. Spend Management: Effortlessly track budgets across multiple locations and departments, control expenses, and create reports for actionable insights. Supplier Management: Streamline vendor onboarding and approvals to minimize potential risks. Integrate Precoro with ERP systems like NetSuite, QuickBooks Online, Xero, and Sage, or create custom connections with a free API. Say goodbye to duplicate payments and manual document processing. Precoro’s intuitive interface ensures onboarding in under 6 weeks - without IT involvement. Customize, scale, and manage with ongoing support from your dedicated Customer Success Manager (CSM). Keep all your data secure with SSO and reliable 2-factor authentication.

DealRoom is a lifecycle management platform for professionals involved in complex finance transactions like M&A. Our platform offers secure data storage, diligence management, and pipeline management. It also allows for overall project management. Our goal is to assist teams in creating a better M&A process. This allows for innovation, value-creation, and the original vision of the deal to be maintained and implemented. Why was DealRoom started? M&A is perhaps the most complex, information-dense and unpredictable process within the corporate sector. Transactions begin with the promise of innovation and value creation by combining the strengths and cultures of two unique entities. However, initial goals are often lost. As deals continue to grow in quantity and transaction size, DealRoom aims to create a more collaborative, people-driven and equitable M&A process that focuses on the original vision of innovation. Mission Statement. How does DealRoom differ from other providers? Unlike other providers, DealRoom has project management capabilities to improve a client’s overall process and eliminate common inefficiencies such as Excel trackers, one-off emails, and unsafe file sharing.

Are you looking for a seasoned and reliable payment orchestration platform? PremierCashier is your no-code, turnkey solution. Through one simple solution, you can connect with hundreds of pre-built payment methods, PSPs, and gateways. Accepted devices, currencies, and languages include popular cryptos. Strong credit card routing with intelligent failover, clever algorithms, and rules to ensure you don't lose money. Reach your full payment potential with our payment orchestration software. To maximize your payment conversions in each geo market, you can use either our payment consultancy or your existing merchant accounts. Automated customer profiling allows you to keep your processing secure while providing your customers with a VIP experience. Our dashboard is unrivaled in terms of providing actionable data to maximize conversions. Our API is very simple to incorporate into CRM/ERP integrations so you can be up and running in hours. Become your corporate hero in payments and contact us today.

Experts in the purchase-to-pay domain, we support companies in Basware and Kofax support functions to help you manage your daily problems via our online support platform. From the beginning, your BasWare enhancement request or incident request will be assigned to one our consultants. Basware experts test all tickets. To get a pre-analysis of your needs and a quote, open a support ticket. All elements of your invoices (Invoice image + attachments) are available. Locate the entire BasWare audit trail for your accounting document. You can use the multi-criteria search tool to display the list of invoices. View all BasWare invoice data (header and account assignments, line item). View all attachments that are linked to your BasWare IP invoices. Search using multiple criteria to locate all invoices

If your commissions live in one tool, your rebates in another, and your chargebacks in a spreadsheet, finance ends up reconciling the same sale several times. incentX puts all of them on one spine: the ERP transaction. incentX is an incentives and compensation platform. It reads invoices, sales orders, credit memos, and AP/AR lines directly from your ERP through pre-built, two-way connectors, with no middleware or data warehouse. Each transaction is evaluated once against every active program, including sales commissions, customer and supplier rebates, royalties, chargebacks, billbacks, and trade promotions. Approved results can post back to the ERP as GL entries or AP/AR records. Native connectors typically sync in under five minutes, and anything without a connector can use the open REST API, flat files, or SFTP. incentX is SOC 2 Type II certified, encrypts data with TLS 1.2+ in transit and AES-256 at rest, and supports SSO through Okta and Microsoft Entra ID.

ReubenAI serves as the operating system tailored for investors in private markets, providing a cohesive intelligence framework where all functionalities draw from a unified data source—ensuring that insights generated at the origination stage seamlessly integrate into monitoring processes, allowing knowledge to accumulate across the entire portfolio. This system offers features such as deal sourcing and evaluation, the creation of investment committee memos, organizing due diligence, ongoing portfolio oversight, and governance along with reporting, with each function acting as a built-in tool that spans an expanding array of asset types and investment strategies. Enterprise clients and institutional investors, including banks, can choose from various preferred large language models and APIs available in an evolving application marketplace, which caters to their specific needs for security, data residency, and governance of models without sacrificing quality. Designed to be accessible as a self-service option for emerging managers, it also functions as a comprehensive enterprise solution for institutional venture capital, private equity firms, family offices, and banking institutions, thereby enhancing operational efficiency across the investment landscape.

CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system. Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team. Our solution is a simple but powerful PSA!

SPV Hub is an innovative platform designed for angel groups, syndicates, venture funds, family offices, and new fund managers to establish high-quality SPVs, oversee investors and funds, and enhance portfolio reporting and performance analysis. Whether you are initiating your first SPV or overseeing a diverse range of investment vehicles, SPV Hub offers the essential technology and operational assistance required to efficiently manage professional and scalable investment activities. With its user-friendly interface and comprehensive features, SPV Hub empowers users to optimize their investment processes and achieve greater success in their financial ventures.

CorpHedge is a simple SaaS that allows for FX risk management. Corporates don't need to be experts in the field, as everything is made simple and easy to understand. CorpHedge also offers live sessions, and helps clients set up the platform. Companies can create a custom FX hedging strategy, set up budget rates and receive notifications. They can also record and track their hedging portfolios, obtain reports and valuations, and see sensitivity. Companies can assess the risks they will face if they don't hedge FX risks. This is similar to outsourcing FX Treasury Management. Clients' Benefits: Save on transactions by gaining insights into the interbank market pricing. They also understand and manage FX risks at a level that they never thought was possible. System offers historical data to explore different strategies and their hypothetical outcomes. Which strategy minimizes volatility? System helps to understand the costs of hedges.

Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate their due diligence, compliance, risk management and audit activities and reporting into at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs. Kollate-it gets rid of user frustration. The software helps all regulated companies document their processes for review across the business. The software solves a number of problems including: (1) data input dramatically reduces (2) work tasks speed up (3) Activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) Information silos collapse (7) reporting is faster and 24/7 and (8) document retrieval is immediate. The software is agile, adaptable and allows a user to add their own compliance framework. The document management module helps the user to upload their documentation to match their obligations so they can stop switching between multiple applications or trying to locate documents to show how the business meets to its obligations. Customized automation can also be done.

NolaPro is an ERP-level accounting, order tracking, inventory, and payroll system developed in Linux that can compete with much more expensive options. It can be customized and scaled to fit any business size, unlike any other accounting program. Cloud version is available for those who prefer a more hands-off approach. However, it can be downloaded locally on Windows and Linux platforms for those who prefer greater control and security. Fulfillment & Service Order Management, AP and AR, CRM, General Ledger. Payroll, Timeclock, B2B Portal (for secure client invoicing payments) and integration to many 3rd-party apps. Or request your own! NolaPro supports multi-currency and offers tons of options & additional features. It also comes fully loaded with more than 150 standard reports. CNet, Entrepreneur Magazine, TechRepublic and The Linux Journal all agree that NolaPro offers flexibility, features, and pricing that provide unmatched value and efficiency in managing your business.

XL Feeds, an Excel Add-In, displays in Excel real-time stock prices, fx rate and other market quotes from various providers – such as Yahoo Finance. The live quotes can be true real-time data or have a delay of up 15 minutes depending on the provider and market segment. It can also display historical data going back several decades, with a frequency that ranges from daily to minute. The XL Feeds Add-In does not operate as a SAAS. It is installed on the client’s computer and does not rely on external servers except to fetch the live quotes. Its operation is governed by a license, which can be purchased once and last for life.

Invoice Fly offers a hassle-free, free online invoicing solution tailored for freelancers, small business owners, and entrepreneurs looking to simplify their billing processes. No account creation or registration is necessary, allowing users to generate professional, branded invoices quickly and efficiently. The platform provides a range of customizable invoice templates to help you create a consistent brand identity that resonates with your clients. After designing your invoice, you can easily export it as a high-quality PDF that’s ready to be downloaded, printed, or sent via email. Invoice Fly helps reduce the time spent on paperwork and administrative duties by streamlining invoicing tasks. Its polished, professional invoice appearance can enhance client trust and encourage timely payments. The straightforward interface makes it accessible for users with varying levels of technical skills. Overall, Invoice Fly is a practical tool to maintain smooth and professional billing workflows.

Deriscope is a financial derivatives analytics suite that can be fully integrated with Excel. It is used in all asset classes by financial institutions traders, risk managers, consultants and academics to: 1) build yield curves and volatility surfaces out of market quotes 2) calculate fair prices, rates, spreads and risk metrics like DV01 of several diverse types of instruments such as interest rate swaps, cross currency swaps, swaptions, caps/floors, exotic options, bonds, inflation-linked products etc 3) displaying past and projected cash flow details 3) process quickly portfolios consisting consisting of several thousands of traders Due to the sensitive character of its application domain, Deriscope is fully installed on premises so that its analytics have no exposure to the cloud. It can be used in Excel without prior training thanks to its intuitive wizard that provides user guidance along each step of the process. It can be also used in an Excel-free environment with direct interfaces to the client's other IT systems.

Paywint allows you to instantly send, receive and request money. Link multiple bank accounts and debit or credit cards. Share a unique Pay Tag, QR Code or Payment Link to receive money from anyone. Download from Apple Store or Google Play Store or use a Web browser online. Ultra-secure with AI-powered fraud detection and encryption. Integrate Apple Pay or Google Pay, PayPal CashApp, Zelle and Venmo for instant funding or withdrawal. Students, Travellers and Workers can pay family, friends and business partners in another country. Small Business Owners are able to make payments for Vendors, Customers, Payroll, etc. Wallet supports Multi Currency, Multi Language. Open a Digital Bank account and get a virtual or physical card. Shared wallets allow for group payments and bill splitting between family/friends/group accounts. Alerts in real-time for each transaction via SMS, Email, Push, and more. Multiple accounts for merchants with multi-user access.

SoftCo Accounts Payable Automation processes all PO and non-PO supplier invoices electronically from AI-powered capture and AI Matching through to invoice approval and query management. Designed for complex, high-volume environments, SoftCoAP delivers market-leading touchless automation by embedding AI across matching, coding, routing, and exception handling. The result is up to 89% reduction in processing costs, with faster cycle times and fewer manual touches. A built-in, context-aware AI Assistant supports AP teams by explaining exceptions, answering questions, and guiding next actions directly within the workflow, improving efficiency while maintaining full control and auditability. SoftCo is a global organization with operations across the USA, Ireland, the UK, and the Nordics. SoftCo is SOC 1 and SOC 2 audited and ISO 27001 and SAHKE2 certified. More than one million business users worldwide rely on SoftCo solutions, including organizations such as SunnyD, the Finnish Government, Primark, Patagonia, and PwC.

T1U is a AI-powered, all-in-one platform for business automation that optimizes Sales, CRM, Finances, HR, Projects, Inventory and Customer Support within a single intelligent ecosystem. T1U uses AI-driven automation to eliminate inefficiencies, improve productivity, and help businesses scale smarter. Key features include AI lead scoring, automated billing, predictive demand forecasting and workforce optimization. Smart ticketing, dynamic pricing and real-time intelligence are also included. AI-powered automation simplifies complicated workflows and reduces costs and manual effort while improving efficiency. T1U integrates seamlessly with Salesforce, QuickBooks and Microsoft 365. It also offers enterprise-grade security, rapid implementation and cost-effective scaling. T1U adapts its AI-driven automation to the needs of any business, whether it's a startup, small to medium enterprise (SMB), or enterprise.

A significant number of unsuccessful subscription payments do not rebound during a retry process, primarily due to factors such as expired cards, 3D Secure requests, and general bank declines that require customer intervention, and unfortunately, many customers are often unaware that their payment has failed. Rebounce seamlessly integrates with payment platforms like Stripe, Paddle, or Square in just a matter of minutes; when a transaction fails, it analyzes the decline reason, only initiates retries when feasible, and communicates with customers through a concise series of messages via email, SMS, or WhatsApp, providing a direct link to a page for updating their card information or validating 3D Secure, all without the need for a login. Moreover, the communication sequence ceases immediately upon invoice payment. Our metrics show that 44% of customers who accessed the payment link completed their transactions on the page, in stark contrast to the mere 5.5% recovery rate from automated retries. Additional features include notifications for card expiry 30 days prior, weekly reports on recovery efforts, and a complimentary 90-day audit of your Stripe account, which is read-only and requires no sign-up. The pricing structure is straightforward: the Starter plan is $3.50 per month, the Growth plan costs $14 per month, and the Scale plan is available for $39 per month, without any commission taken from recovered revenue. With these offerings, businesses can enhance their payment recovery strategies effectively.

NexorONE® is the leading Online Banking Software Solution™ with its robust modular scalability and a wide array of features it serves a broad variety of financial entities such as Online and Private Banks, Credit Unions, eWallets, Trusts & Asset Management Companies, and Payment Platforms. NexorONE® has been deployed to more than 500 financial entities worldwide, spread throughout 40 countries and in 16 languages. Features include a customizable responsive interface, user groups and admin roles, compliance rules (KYC, AML, etc.), API's and continuous updates.

Roadbase serves as an AI-powered planning platform that prioritizes quote creation for creative freelancers and agencies. By pasting a project brief or uploading a PDF, users can generate an editable initial draft that includes a project overview, phases, tasks, assigned roles, estimated hours, timelines, assumptions, and the rationale behind the estimates. Teams then have the opportunity to review and modify this draft, incorporating their own role costs, billable rates, overhead, direct expenses, contingency funds, and desired profit margins to formulate the final quote. The visual timeline feature ensures that all aspects such as tasks, timelines, roles, hours, and pricing are consolidated within the same project structure. Once the plan is finalized, users can export the reviewed work breakdown, roadmap, and cost summary into a proposal PDF. Following approval, they can transition the project into a user-friendly Kanban workspace, where tasks can be assigned, comments can be added, time can be tracked by both project and task, and actual hours can be compared against the initial estimates. Roadbase is specifically designed for businesses that provide creative services in sectors such as advertising, branding, design, video production, and web and app development, as well as related consulting endeavors. This comprehensive approach not only streamlines project management but also enhances collaboration among team members, ensuring a more efficient workflow.

Take control of your financial future with Balance Pro, the comprehensive personal finance solution designed to transform how you manage, track, and optimize your money. This powerful yet intuitive app brings clarity to your financial life through a suite of thoughtfully designed features. Connect your bank accounts for automatic transaction syncing or utilize the virtual checkbook register for precise manual control. Track spending across multiple financial accounts - checking, savings, credit cards, investments, and cash - all from one centralized dashboard. Set custom budgets tailored to your lifestyle and create financial goals that keep you motivated. The intuitive visual displays make tracking your progress engaging and straightforward. Never miss another payment with the comprehensive bill tracker that provides a clear overview of all upcoming bills and their due dates, complete with customizable reminders. Streamline record-keeping with the receipt scanning feature - simply snap a photo or upload documents and Balance Pro automatically captures merchant information, date, and total. Every transaction can include notes and attached documentation for complete financial organization. Gain valuable insights through detailed spending reports that illuminate your financial habits. The cash flow analysis shows exactly how money moves through your accounts, empowering better decisions. Create custom categories to organize transactions exactly how you prefer. Start with the free plan and upgrade when you're ready to unlock premium features. Join thousands of users who have discovered how the right tools can transform financial management from a stressful chore into an empowering practice.

AI Valuation Insight (AIVI) is an innovative platform that utilizes artificial intelligence to enhance M&A exit readiness and business valuations, specifically catering to boutique advisors, investment banks, and M&A brokers. Our technology simplifies the processes of client onboarding and advisory operations: - Custom Branded Diagnostic: Conduct readiness assessments featuring your firm's logo and disclaimer to maintain branding consistency. - Automated CIM Generator: Effortlessly convert diagnostic insights and financial information into well-structured and professional Confidential Information Memorandums (CIMs). - Synergy Radar: Leverage AI-driven analysis to pinpoint strategic fit themes among potential acquirers. - Visual VDR Kanban: Assist clients in preparing for due diligence by managing Virtual Data Room (VDR) remediation tasks through an intuitive visual interface. - Personalized AI Analysis: Adjust the tone of AI-generated insights to align with your firm's communication style and standards. Expedite the preparation of deals and reduce reliance on traditional spreadsheets by utilizing AI-enhanced M&A workflows, ultimately leading to more efficient transactions. This innovative approach not only saves time but also improves accuracy and strategic decision-making in the M&A process.

TapBooks offers contemporary bookkeeping solutions tailored for freelancers and small enterprises. With this software, users can efficiently manage receipts, issue invoices, monitor expenses and VAT, and compile all necessary materials for their accountants within a single, user-friendly platform. The AI feature seamlessly extracts data from receipts, and the generated reports and exports ensure that financial records remain tidy and accessible, avoiding the convolutions often associated with conventional accounting tools. This streamlined approach not only saves time but also enhances accuracy in financial management.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple cyber and fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP * CRM * Client Relations * Ticketing * Issue Tracking * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing * Scheduling * * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed Reporting * Multiple sector including: Manufacturing, Retail, Real Estate