Best Finance Software in the USA - Page 6

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.

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.

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.

Aloan streamlines the process of underwriting commercial loans for various financial institutions, including banks, credit unions, and lenders. By enabling lenders to upload their credit policy documents, the system efficiently sets up the necessary lending guidelines, data prerequisites, and compliance checklists. Borrowers can apply for loans through a customized portal, where each application undergoes verification against the lender’s policies prior to being sent to an underwriter for review. The platform intelligently sorts and organizes borrower documentation—such as tax returns, financial statements, bank statements, and rent rolls—ensuring that each document is accurately linked to the appropriate entity within complex multi-borrower arrangements. It also extracts financial data into standardized spreadsheets, with all figures clearly sourced back to their original documents. Credit memos are automatically produced, summarizing borrower information, financial assessments, compliance with policies, and suggested actions. Furthermore, Aloan integrates seamlessly with existing loan origination systems using REST APIs, while its implementation process encompasses policy ingestion, template setup, and comprehensive training for teams. This holistic approach not only enhances efficiency but also reduces the likelihood of errors in the underwriting process.

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.

WHASOLS is an innovative web hosting billing and automation solution designed specifically for web hosting businesses, internet service providers, and domain resellers. It streamlines all facets of managing a hosting enterprise through a unified platform. Among its essential features are automated recurring billing, invoice creation, tax handling, multi-currency capabilities, and customizable payment gateway fees. The system seamlessly integrates hosting provisioning with cPanel, Plesk, DirectAdmin, CyberPanel, CWP, and SolusVM, facilitating automatic account creation, suspension, and termination. The platform also offers domain management tools and registrar integrations that include RDAP Whois, bulk renewal options, and domain vouchers. Additionally, it comes equipped with a live chat manager, a customer relationship management system, and a comprehensive ticketing system, negating the necessity for external support tools. Furthermore, it provides a robust reseller platform that enables users to market domains and products from various providers. To enhance security, WHASOLS incorporates features such as CSRF protection, YubiKey authentication, two-factor authentication, WAF support, and proactive fraud prevention through WHAShield. Moreover, it offers an extensive REST API with over 210 endpoints, allowing for further customization and integration possibilities for its users. This comprehensive approach makes WHASOLS a versatile choice for those in the web hosting industry.

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

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

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.

aACE is a powerful business management software with over 20 years of development built-in. Designed for small-to-midsized businesses to efficiently manage their operations in one comprehensive solution, we’ve worked closely with our customers to refine the features that are the most important to daily users. aACE includes comprehensive tools for sales, operations, and accounting, offering deep visibility into your organization. The robust user permissions allow you to manage which data any of your employees can access. Consequently, customers have told us that aACE reduces the amount of time they've spent looking for information or on inter-office communication by as much as fifty percent (50%). aACE is available either as an on-premise solution or a cloud-based business management software. aACE also offers affordable customization in order to fit each company's special workflows, supporting what sets you apart from your competitors. Looking to automate more of your business processes? aACE provides extensive automation capabilities to improve CRM, accounting, and operational efficiencies, eliminating duplication and, in most cases, the need for additional labor to accomplish your company's performance goals.

Iris Finance is an AI-native FP&A platform that replaces spreadsheet-based financial reporting for consumer brands and product-based businesses. The core problem it solves: by the time most brands get their monthly financials, the data is already 2–4 weeks stale. Decisions get made on gut feel or delayed reports that don't account for Amazon fees, ad spend, returns, or 3PL costs eating into margin. Iris fixes this by ingesting data in real time from Shopify, Amazon, QuickBooks, NetSuite, Xero, Meta Ads, Google Ads, TikTok Ads, payroll systems, and banking, then surfacing true profitability broken down by channel, SKU, and cost center. No manual exports. No reconciliation lag. Core capabilities: Live P&L tracking updated daily, not monthly Gross margin and contribution margin by SKU and sales channel AI-driven cash flow forecasting and scenario planning Automated reporting that replaces manual spreadsheet builds Benchmarking against comparable brands by revenue tier Built for operators at $1M–$500M consumer brands - founders, CEOs, and finance leads who need CFO-level visibility without the CFO headcount. Particularly useful for brands scaling across multiple channels simultaneously where blended reporting masks where money is actually being made or lost.

LYDRA Finance is an innovative expense tracking application that utilizes artificial intelligence and is accessible on Web, iOS, and Android platforms. Tailored for freelancers, small business owners, and global professionals, LYDRA streamlines the often cumbersome process of manual data entry through its advanced automation features. With Intelligent Data Capture, you can say goodbye to monotonous forms. Whether you take a picture of a receipt, upload a PDF document, record a voice memo, or input data in a conversational manner, the AI swiftly extracts and organizes the information for you. To guarantee complete accuracy, LYDRA meticulously structures the data and allows you to review it before saving; nothing is retained without your clear consent. Focusing on Privacy by Design, LYDRA stands out from many modern trackers that require access to your bank details. Instead, it functions independently, delivering the efficiency of automation without the need to disclose sensitive banking information. By eliminating the need for invasive bank syncs and employing secure AI-driven data entry, LYDRA offers a truly privacy-centric approach to managing your finances, ensuring that your personal information remains protected at all times. Additionally, this user-friendly experience allows you to focus more on your work, rather than being bogged down by financial management tasks.

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.

Papertools makes real accounting accessible to sole traders, freelancers and small businesses, including incorporated companies. Everyday business workflows connect to double-entry books, so invoices, payments, purchases and expenses stay connected to the financial records behind them. Manage quotes, invoices, payment receipts, credit notes, customer credits, bills and purchase orders alongside inventory, payroll, mileage, projects and contracts. Quick Journal guides users through transactions such as buying a business asset, financing it and recording depreciation. Purchase orders can become draft bills, while customer credit can be held and applied to a later invoice. Paper-Ai helps draft documents from voice or text requests and answer questions about your business books. Its reader extracts information from PDFs and images for review. Import CSV or PDF bank statements, match transactions and reconcile accounts, or connect supported bank feeds. Papertools also supports multiple currencies, recurring automation, team permissions, accounting exports and financial reports. Accept payments through your own Stripe or PayPal account with no additional Papertools transaction fee; payment-provider fees apply. Start with Essential, free forever with no credit card required. Paid plans offer expanded capacity and features.

OmegaCube has been revolutionizing the way businesses run their business since 1999 through technology adoption. OmegaCube ERP, its flagship product, is a unique enterprise resource management (ERP) solution that focuses exclusively on manufacturing and distribution. It serves the needs of aerospace, automotive, metal fabrication, electronics, and medical devices. The software was designed to automate workflows and help companies improve their operational efficiency. Our proprietary developer studio allows users to customize or extend the software, create their own applications, and incorporate unique business rules with minimal programming. It allows users to access ERP from any web browser and hand-held device from anywhere. The software can be hosted either on-premise or off premise. OmegaCube offers the necessary implementation expertise to ensure success. Our proven implementation method has helped companies of all sizes to realize their business vision.

Syndicately offers a robust platform tailored for creating and managing Special Purpose Vehicles (SPVs), making the investment procedure easier for both investors and fund managers engaging in private ventures. Whether it's individual entrepreneurs facing risks and seeking funding for new projects, or experienced investors from Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital fields wanting to utilize SPVs to expand their portfolios, our platform provides a versatile, expandable solution for everyone. With Syndicately, the entire process of investing is made efficient, ensuring that your upcoming transaction is smooth and successful. Discover the convenience of advanced enterprise features with Syndicately, and revolutionize your investment strategy.

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.

A full source, customizable Internet billing solution for service professionals, Internet service providers, subcontractors, software integrators, developers and more.

IRS Solutions Software is all-in-one tax resolution software and an IRS transcript monitoring and analysis tool built by tax pros for tax pros, serving Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting and enterprise tax firms across the United States since 2011. IRS Advance NoticeTM (IAN), the built-in automated IRS transcript monitoring, analysis and alerts system, retrieves up to 100,000 transcripts per hour and detects audits, liens, and IRS enforcement activity up to six months before official letters are mailed. The platform handles large, high-volume active caseloads, including case management, practice-wide portfolio reporting and dashboards, and case analysis and recommendations. IRS Solutions Software is SOC 2® Compliant, hosted on AWS GovCloud with U.S. data residency. Pricing is a single flat-rate membership, everything included, no add-ons. Why IRS Solutions? - Get alerts 3-6 months in advance of a client being audited. - Pull multiple years and clients in a matter of seconds. Request Bulk Transcripts, CAF checks, Audit Alerts and IRS Action notifications using IRS Solution’s API. - Find all the necessary IRS forms that you would need to start and complete your clients' resolution cases. - Automated Solution Recommendations will let you know what you can and can't do as well as what offer would most likely be accepted by the IRS. - Penalty Abatement opportunities notifications to alert you when a client likely qualifies for a first-time abatement. - Automatically combines the transcripts and your clients’ financial information and creates a beautifully laid out report.

Property Matrix is the ultimate property management solution for residential, commercial, and mixed portfolios. Fully cloud-based and designed for mobility, it offers real-time access from any device, ensuring you can manage your properties anytime, anywhere. The software includes enterprise-class accounting capable of handling even the most complex financial needs, along with fully customizable reports, templates, and workflows to adapt to your unique business requirements. Key features include tenant and owner portals, automated lease creation, online applications, check scanning, and integrated marketing tools that post vacancies to top listing sites with just one click. Property Matrix also simplifies maintenance management, enabling tenants to submit requests online and vendors to manage work orders. Its advanced CAM management, customizable settings, and robust automation features streamline operations, saving time and reducing costs. Backed by best-in-class customer support, Property Matrix scales effortlessly, whether you manage 50 or 5,000 units, and is trusted by property managers worldwide to enhance efficiency, improve tenant satisfaction, and grow their businesses​​​.

Open House Wizard is your place for Contact Free Open House Visitor Registration, Lead Conversion and many other advanced features. You can also get instant PDF flyers, signed visitor disclosures and Disclaimers, and drip email campaigns. Free Open House Flyers featuring QRCODE and Texting Sign in Capability. Your Open House visitors can register and sign in on their own smartphones! Bring your device to the Open House. We will open one of our 'Classic Registration pages. Visitors can still register by text, QRCODE, or using a form. Virtually any type of device can be used to register visitors, including an Ipad, Macbook or Microsoft Surface, a Notebook, Tablet, Chromebook, Chromebook, Chromebook, Chromebook, and a Microsoft Surface.

Invoicity is a mobile-centric invoicing and estimate creation tool tailored for freelancers, contractors, and small to medium-sized businesses in the service sector who require the ability to bill clients while on the move. Users can generate a branded invoice on either iOS or Android in less than two minutes and share it via link, email, or QR code, enabling immediate payment collection through integrated Stripe or PayPal checkouts. With the capacity to manage unlimited companies under a single account, users can easily keep side projects and multiple business names organized, all while benefiting from a unified, real-time payment dashboard. The platform features item and client libraries that expedite repetitive tasks, automated reminders to minimize late payments, and an offline draft mode that allows users to complete paperwork even in areas with poor connectivity. Begin with a free trial and only upgrade as your business volume increases. Invoicity helps you spend less time on administrative duties, enhances your professionalism in the eyes of clients, and accelerates your payment process, all conveniently accessible on the smartphone you already carry. Additionally, its user-friendly interface ensures a seamless experience for anyone, regardless of their technical expertise.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Managing contracts well requires more than signing them — it requires staying on top of what happens afterward. Renewal dates get missed. Auto-renewal clauses trigger charges nobody approved. Contracts end up spread across inboxes, shared drives, and individual memory, with no single source of truth. Contractpedia was built to solve this. At its core, Contractpedia is a centralized contract management platform: every contract a business holds — vendor agreements, software subscriptions, insurance policies, leases — lives in one searchable system, with each contract assigned an owner and tracked against its renewal and notice-period dates. Automated alerts notify the right people well ahead of key deadlines, giving teams time to renegotiate, cancel, or plan rather than react too late. Contractpedia also supports broader company and vendor management, so teams can see not just individual contracts but how they connect across departments, suppliers, and budgets. A real-time dashboard surfaces upcoming obligations and overall contract spend at a glance, useful for finance and operations teams alike. For signing, Contractpedia integrates with DocuSign, keeping e-signature and contract management connected rather than handled in separate systems. Designed specifically for small and mid-sized businesses, Contractpedia offers the structure of enterprise contract management software without the enterprise price tag, at €19.99 per user, per month.

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.