Business Software for FreeAgent

Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.

Every business needs a cash flow forecast that they can trust. This is especially important when 82% of companies that go out-of-business do so because they have poor cash flow visibility. Float will provide you with a detailed picture of your cash flow, including past, present, and future cash flows. This will allow you to plan for the possible, make informed decisions, and unlock a brighter tomorrow for your business. It's the smarter, more proactive way to manage your cash.

Capium is the pioneer in connected cloud accounting software for small and medium-sized accountants. Our vision was to eliminate the tedious work of running an accounting practice and transform the role of accountants from a number cruncher into one that provides strategic financial advice to clients. We created a software suite that combines automated accounts production with powerful practice management tools, allowing accountants to run a more profitable practice.

9Spokes serves as an effective data dashboard, empowering small enterprises by enhancing their operational visibility and facilitating informed decision-making. This comprehensive solution is offered at no cost and integrates with top business applications to present essential metrics through a user-friendly dashboard. Whether it’s handling cash flow, managing personnel, or monitoring digital marketing efforts, 9Spokes provides a holistic view that enables businesses to make well-informed decisions. Although the 9Spokes dashboard itself is free, certain applications within its app store may require payment, with the financial arrangements handled directly between users and the app providers. Pricing for these apps varies, and users will be informed of any costs prior to signing up. Additionally, many accredited apps offer free trials, allowing businesses to evaluate their suitability before making a financial commitment, ensuring that companies can choose the best tools for their needs. This flexibility in trying out apps contributes significantly to optimizing business operations.

Syft is used by thousands of companies to make better business decisions using financial data. Try today, no credit card required. Visualizations, beautiful reports, and forecasts that work bring insights to life. With the ability to detect anomalies and calculate health scores, you can spend less time reconciling and reviewing data. Real-time monitoring across all businesses and consolidation allows you to keep your finger on the pulse of performance. Real-time integrations to your favorite accounting or e-commerce software so you can concentrate on analysis and output. Secure-by-design infrastructure with built-in protection on an international network to protect your data. You can learn quickly by working with live instructors or with migration assistance if other tools are used.

Cyclr is an embedded integration toolkit (embedded iPaaS) for creating, managing and publishing white-labelled integrations directly into your SaaS application. With a low-code, visual integration builder and a fully featured unified API for developers, all teams can impact integration creation and delivery. Flexible deployment methods include an in-app Embedded integration marketplace, where you can push your new integrations live, for your users to self serve, in minutes. Cyclr's fully multi-tenanted architecture helps you scale your integrations with security fully built in - you can even opt for Private deployments (managed or in your infrastructure). Accelerate your AI strategy by Creating and publishing your own MCP Servers too, so you can make your SaaS usable inside LLMs. We help take the hassle out of delivering your users' integration needs.

Satago is forward-thinking software for cash management that can be used by businesses and their accountants. Flexible finance allows you to access cash when you need it. Credit control and risk insights make getting paid on time simple. Satago integrates with over 300 accounting software packages, as well as all major email providers. This allows you to have an all-in-one cash management system that complements and enhances the accounts package.

StarfishETL is a Cloud iPaaS solution, which gives it the unique ability to connect virtually any kind of solution to any other kind of solution as long as both of those applications have an API. This gives StarfishETL customers ultimate control over their data projects, with the ability to build more unique and scalable data connections.

Codat helps their clients build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! 🆕 The Evolution of Dext - Capture receipts and invoices via our mobile app, browser, email, direct integrations, and more. - Track expenses on the go with the Dext mobile app. - Handle expense claims, including mileage and approvals, with greater efficiency. - Manage business expenses and approvals with greater efficiency. - Integrate seamlessly with over 11,500 applications, banks, and institutions, including PayPal, Shopify, and Stripe. Key Benefits Effortless data extraction: Our optical character recognition (OCR), with 99% accuracy and AI integration, digitises receipts, bills, and invoices, even decoding handwritten documents. Automated integration: Cost data from over 1,400 suppliers flows directly to your accounting software, simplifying reconciliation, categorisation, and tax compliance. **2024 Awards 🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards, UK) 🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards United States).

Commusoft: The Unified Job Management Operating System Commusoft is an all-in-one job management operating system architected for residential and commercial trade contractors. Our platform serves as the central hub for your entire operation, streamlining the transition from lead to invoice through intelligent automation and data-driven insights. Built for Residential & Commercial Scale Commusoft provides the infrastructure to scale both high-volume residential work and high-stakes commercial maintenance. For residential teams, the platform automates the customer journey with self-service booking, professional digital proposals, and automated communications. For commercial contractors, Commusoft delivers advanced asset management. Track equipment across various sites, managing service histories, warranties, and strict SLA compliance to ensure your commercial division remains profitable and contractually compliant. Key System Pillars: Dynamic Dispatching: Align technician skill sets with job requirements and real-time locations to reduce travel time. Granular Financial Visibility: Track labor and material costs in real-time to protect margins on every project. Field-First Mobile Tech: An offline-capable app empowers technicians to complete compliance forms and capture photos without a connection. Business Integrations: Synchronize your operations with accounting suites including QuickBooks, Xero, Sage, and Stripe. Commusoft replaces fragmented processes with a single, intelligent workflow designed to increase efficiency and drive sustainable growth.

Joblogic, a simple-to-use service management system, allows you to manage your service and maintenance business through one central platform. Joblogic provides the tools to connect your backoffice, mobile workforce, customers, and employees. No server or installation required. Access the solution immediately from any device, anywhere.

Workato is the operating platform for today's fast-moving businesses. It is the only AI-based middleware platform that allows both IT and business to integrate their apps and automate complex business workflows. Our mission is to help companies automate and integrate their apps and business processes at least 10x faster than traditional tools, and at a tenth the cost of traditional tools. Integration is a mission critical, neutral technology that can be used in heterogeneous IT environments. We are the only technology vendor that is supported by all three of the leading SaaS vendors: Salesforce. Workday. And ServiceNow. We are trusted by the world's most recognizable brands and the fastest-growing innovators. Customers consider us to be one of the best companies to do business.

Archdesk serves as a comprehensive software solution tailored for the construction sector. It effectively manages the entire workflow from the very first client inquiry to the final invoice, encompassing tasks such as estimation, contract management, project oversight, budgeting, scheduling, labor coordination, asset tracking, cost analysis, reporting, and team collaboration. This streamlined process is designed with a contemporary aesthetic and can be accessed seamlessly from any device, ensuring flexibility and efficiency for users. Additionally, Archdesk aims to enhance productivity by integrating all necessary functions into one platform, making it an invaluable tool for construction professionals.

Accounting, billing, banking, SaaS, and eCommerce are seamlessly integrated into one comprehensive solution, specifically designed for accountants, lenders, and acquirers. FirstOfficer stands out as the pioneering reporting tool tailored for startups, offering a wealth of reliable integrations, tools, and benchmarks at your disposal. Effortlessly onboard your clients, prospects, or portfolio companies with our user-friendly system. You can customize the onboarding process to fit your unique needs, ensuring a smooth experience for your clients. Additionally, the white-label option allows you to create an onboarding experience that aligns perfectly with your brand identity. If you're contemplating whether to develop the necessary integrations independently, consider the potential challenges; you are likely to face countless edge cases, particularly with subscription billing, and the ongoing maintenance can be overwhelming. By choosing FirstOfficer, you gain access to a robust suite of features developed specifically for startups, ensuring you have everything you need to succeed. This innovative approach will not only save you time but also enhance your operational efficiency.

Appointedd serves as a comprehensive appointment scheduling and booking solution designed to facilitate various forms of business engagement. The necessity for such software has surged since the onset of the Coronavirus pandemic, making it an essential asset for organizations. Whether you are tasked with transitioning global teams to remote work, converting in-person events to virtual formats, or strategizing for the easing of lockdown restrictions, our award-winning platform addresses all your scheduling and automation requirements. Key features include: - Support for multiple currencies - Adaptability to various time zones - Availability in multiple languages - Options for online payment processing - A robust and versatile API - Automated communication workflows - Flexible scheduling options - A comprehensive view of your entire team's calendar - The capability to include buffers between appointments Enjoy a complimentary 14-day trial and discover how implementing online booking can transform your business operations during these challenging times. By taking advantage of this free trial, you can experience firsthand the benefits of streamlined scheduling.

Do you want to make running your law firm easier? Matters.Cloud can help you by: Whether you are a solo lawyer or part of an international firm, this site provides insight. - Gathering key information about your clients, contacts, and matters. - We can help you break down your issues into key phases/tasks. - Simplify processes such as collecting payments and raising invoices. - Time to win new opportunities - Operates in 15 languages, and 6 data regions

Expend is revolutionizing the way companies handle their expenses and financial management. Wave goodbye to the hassle of juggling various applications, logins, and subscription services. Embrace an AI-driven era that eliminates administrative burdens and inaccuracies in data. With our top-tier expense management platform, you can consolidate your processes, streamline operations, and save money. Expend is here to take care of all your business expense needs—everything you need, all in one place. Recognizing that every business has unique requirements, we not only offer our innovative Expend Mastercards but also cater to every form of payment. Additionally, we've streamlined the process of importing or creating custom categories, tax types, and security protocols tailored to your organization. You can also invite your accountant to assist with your Making Tax Digital (MTD) filings, allowing you to reclaim more VAT effortlessly. Moreover, transitioning between multiple businesses is a breeze for accountants and managers, as they can do so with just a single login, enhancing efficiency and convenience. With Expend, managing finances has never been easier or more efficient.

AutoEntry streamlines the data entry process by efficiently capturing invoices, receipts, expenses, and statements directly into your accounting software. This means you can say goodbye to the tedious task of entering this information manually. The platform extracts the necessary data and seamlessly integrates it into your accounting package. With your information securely stored in the cloud, there is no longer a need to manage, file, print, or duplicate physical documents. The automatic publishing feature ensures that verified data is transferred smoothly into your accounts software. You can even submit invoices, receipts, and expenses conveniently using our mobile app available for both iOS and Android. Whether you forward emails from your suppliers, take photos of receipts, or scan and upload documents through the website, the process is straightforward. All data is carefully processed and validated, applying established Supplier, Tax Code, and Category rules. Our additional features guarantee the easiest possible integration with a wide variety of cloud and desktop accounting packages, enhancing your overall efficiency. Embrace the future of accounting with AutoEntry and reclaim your time for more valuable tasks.

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

We believe that the process of selling digital products online should be as effortless as uploading a file and sharing a link with potential customers. We take care of all the order tracking and reporting aspects, allowing you to monitor your earnings and know exactly when you receive payments. By managing all the intricate details of ecommerce, we enable you to focus on creating exceptional products. Your payments are directly deposited into your PayPal account, eliminating the waiting period associated with bank transfers. With our platform, you can easily upload your digital files and products for Sellwire to host, link your payment provider, and set your pricing. Once your product link is shared, customers can pay and download their files, resulting in instant payments for you. You can keep track of your sales and earnings effortlessly through our straightforward reporting tools. Sellwire streamlines the process of selling your digital files, offering a hassle-free alternative to complicated ecommerce solutions. This platform is ideal for those just starting their journey in selling digital goods. It is a simple yet robust solution that is specially optimized for WordPress developers, making it accessible for anyone looking to enter the digital marketplace.

JobStaq will automate and simplify administrative functions for gas engineers and business owners. This will make gas engineers appear more professional to customers, increase their earnings and allow them to spend more time helping customers than managing paperwork. Our software is also available online for office use. It can also be downloaded from the App Store or Google Play store as an app to allow engineers to access data offline while they are on site. Our software can be used by sole traders to manage their own schedules and do field work. It can also be used by larger companies where office staff are responsible to schedule work and keep in touch with customers. JobStaq offers a 30-day free trial that allows you to evaluate whether it is right for you. We also offer several subscription plans that allow you to choose the features that are most important to your business.

Numerics is an innovative dashboard application that allows users to create tailored dashboards that reflect their specific business KPIs and metrics. By using Numerics, you can enhance your decision-making process, as it keeps your key figures readily accessible. The app offers an extensive range of pre-made KPI templates, enabling you to quickly design personalized dashboards that suit your needs. With a simple drag-and-drop interface, you can easily arrange widgets to achieve your desired dashboard layout. Specifically crafted for the iPad and iPad Pro, Numerics delivers a comprehensive and visually engaging dashboard experience, allowing you to see the full scope of your data at a glance. You can build dashboards that summarize various aspects of your operations, such as website analytics, social media interactions, project developments, sales processes, customer service metrics, financial accounts, or any other personal or professional KPI, all using its dynamic visualization tools. This flexibility ensures that you can effectively track performance and make informed decisions based on the data that matters most to you.

Nekton AI simplifies your workflow by automating tasks where possible and executing them in the cloud, making it accessible for anyone without the need for complicated tools. You can easily begin using Nekton, which connects with thousands of services to streamline both business and personal processes. It allows you to gather input from users and incorporate that data into your automated tasks. Additionally, you can share your workflow with others via a link, and they can execute it without needing to sign up. Nekton AI is capable of handling highly-customized automation, eliminating the need to learn complex systems or hire developers. You have the flexibility to combine manual and automated tasks in your workflow, gradually introducing automation as you see fit. Since everything runs in the cloud, there's no need for you to worry about setting up or maintaining any infrastructure. Furthermore, you can also run automation locally on your computer or utilize services that may not be available online, making it versatile for processing small to medium amounts of data efficiently. This approach not only saves time but also empowers users with a seamless automation experience.