Business Software for Plaid

OneHash has everything you need. The best CRM for startups and small businesses. Get pipeline view, calling and lead management. Email automation is also available. Modern apps for your next gen business. OneHash is the best smart ERP solution in the world. The world's most intelligent CRM helps you close more deals. You will experience a surge of sales, clients are onboarded quicker, and you can achieve more with less. Automate the sales process by acquiring qualified leads, creating and managing opportunities, and automating it. To grow your business, you can use a CRM module that is customer-focused. Cross-channel interactions. All customer interactions can be consolidated under one head to provide seamless, effortless, and high-quality customer experiences. Combine information from calls and mails into CRM Leads. All this is possible with an intuitive system. Automated lead assignment reduces the time and cost of manual assignment. You can now spend your time on customer needs and opportunity-building.

Lendord.io functions as a comprehensive Landlord Software ecosystem, integrating ai tools with robust finance solutions for bridging and mortgage finance. The platform simplifies end-to-end property investment and tenancy management while ensuring property portfolios remain compliant with Making Tax Digital standards. With Lendlord, you can have access to your information any time, on any devices and the benefit is to see the insight, to be in control of your portfolio, your data, your important KPI and can also get insights.

Engage in trading through algorithms, connect with various applications, and develop services — all while enjoying commission-free access to a stock trading API. Alpaca, based in California's Bay Area, is a pioneering technology firm that streamlines asset management processes globally. Our team is composed of individuals from diverse backgrounds, bringing extensive expertise in finance and technology, and we are fortunate to have the support of leading investors from around the world. Additionally, we cherish the enthusiasm of our community members across different platforms. Enjoy the ability to buy, sell, and short U.S. stocks without any commissions, as we cater to both business and personal accounts. Alpaca Securities LLC operates as a FINRA-registered broker-dealer focused on facilitating high-volume trading. The platform also offers paper trading, enabling users to experiment with the API and evaluate how their strategies may perform. Transitioning to a live trading account is seamless, allowing you to implement your strategies in a real-world trading scenario, enhancing your experience further.

Patriot Software provides online payroll, accounting, time and attendance, and HR software for American businesses. Our easy, affordable tools help owners take care of payroll, accounting, time, and HR needs themselves—accurately, quickly, and with confidence. Trusted by tens of thousands of businesses, Patriot offers automated payroll tax calculations and filings for federal, state, and local taxes—plus optional time tracking and HR compliance tools—all under one easy login. We keep pricing affordable and support U.S.-based, making it easier for business owners to spend less time on administrative work and more time growing their business Basic payroll starts at just $17/month + $4 per worker Full Service payroll is just $37/month + $5 per worker

ERPNext is the best open-source ERP in the world. It is easy to use, comprehensive and designed for scaling as your business grows. A centralized platform to bring transparency and productivity in all your business operations from sales, accounting and procurement to project and inventory management. With ERPNext, businesses can streamline their processes and improve their efficiency by automating workflows, reducing manual data entry, and integrating all of their data into one centralized system. The platform provides real-time insights and analytics, which can help businesses make better decisions based on their data. One of the main benefits of ERPNext is its affordability compared to other ERP systems on the market. It is user-friendly and highly customizable, with a wide range of integrations and add-ons available to suit specific business needs.

Patriot Accounting is a cloud-based accounting system and payroll system that's innovative and useful for accountants and small business owners. Patriot Accounting is simple and intuitive. It allows users to track monetary transactions, invoice customers and print forms. Users can also pay bills. Users can use Patriot Accounting to manage multiple accounts, including income or expense accounts. They can also handle different types of transactions like money withdrawn, deposited, incoming money, money for payroll, etc. Patriot Accounting provides many features, including cash tracking, vendor account management and profit and loss statements, transaction summary reports, expense tracking, expense tracking, and more.

Powerful Fundraising for Nonprofits GiveForms allows you to seamlessly embed a form onto your website. Visitors can donate via credit card, PayPal or Google Pay. GiveForms is a user-friendly, human-centered design that will help you increase your online donations.

Hurdlr is a mileage and expense tracker for self-employed entrepreneurs and freelancers. Auto-mileage tracking can be enabled to automatically capture tax-deductible business miles. You can also link your bank card or card to import possible expense deductions. Hurdlr estimates your self-employment taxes instantly, so you can see your true bottom line as well as when your payments are due. On average, tax deductions are worth $5600. Hurdlr users have saved over $300M and tracked $8B in their finances to date.

Sila is an end-to-end payment platform that provides Banking-as-a-Service through a developer-friendly payment API that is scalable and allows for fast and secure money transfers. Sila’s payment platform streamlines building and launching fintech apps and embedded payment products for financial products, fintech, crypto, and Web3. Sila’s offerings include Virtual Accounts, Digital Wallets, KYC/KYB, and ACH payments APIs for software teams. Additional functionality is available through a network of pre-approved and pre-integrated partners (to different degrees). Sila was recognized as the Best Payments as a Service Platform by the 2022 Embedded Banking Awards of Tearsheet. Sila is headquartered in Portland, Oregon.

Create a personalized design and component system using intuitive drag-and-drop functionality. Incorporate conditional step branches, loops, and various entry and exit points to enhance user experience. Easily embed your form with a single line of code and manage its state dynamically as required. Connect your form to any system via code, including your own database, for seamless integration. At Feathery, we are dedicated to empowering product teams to craft customizable, developer-friendly forms that suit their needs. Our no-code platform fosters ownership, accelerates development, and provides control for all users involved. Every form created with Feathery benefits from robust third-party CDNs, ensuring uninterrupted service and rapid load times. The form fields, which are the interactive elements seen by users, can be added through the visual editor, featuring options like text fields, dropdown menus, and file uploads. Furthermore, our Javascript integration makes it simple to embed your form into Javascript-based web applications or popular web builders such as Webflow, allowing for versatile deployment options. With these features, your forms can meet diverse requirements while maintaining a user-friendly interface.

Film and TV productions run on tight budgets, faster timelines, and higher expectations than ever. Wrapbook gives production finance and accounting teams the tools to keep up — replacing the tangle of legacy systems with a single AI-powered platform covering payroll, accounts payable, and production accounting. From running payroll in a click to processing vendor invoices with AI and tracking every dollar in real time, Wrapbook brings your entire financial operation into one place. And when questions come up, our concierge team — paymasters, union advisors, and industry experts — is there before you have to ask. Trusted by teams at Netflix, Paramount, Anonymous Content, and more. Backed by Andreessen Horowitz, Bessemer Venture Partners, and Jeffrey Katzenberg's WndrCo.

Jika.io allows retail investors to exchange insights and have portfolio-based discussions. The platform allows users to conduct due diligence in groups, track portfolio performance, transactions, and participate in stock discussions. The portfolio data is directly linked to the brokerage accounts. This adds a layer of liability to posts by members and allows for real-time tracking between stock trades. Jika offers a interactive academy to help new investors learn more about investing. It features bite-sized videos and practical exercises, all in a gamified environment.

Bakkt serves as a comprehensive digital asset platform, allowing both individuals and enterprises to engage in the buying, selling, and management of various digital assets, including cryptocurrencies and loyalty rewards. Established in 2018 by the Intercontinental Exchange (ICE), Bakkt initially concentrated on providing secure storage and trading solutions for institutional cryptocurrency investors. As it evolved, the platform broadened its focus to enhance accessibility to digital assets for everyone, effectively connecting the realms of digital currencies with conventional financial systems. One key feature of Bakkt is its mobile application, which empowers users to oversee their digital assets, transform points and rewards into cash, and use cryptocurrencies for daily transactions. Additionally, Bakkt supports businesses by offering tools to incorporate digital asset functionalities into their offerings, fostering deeper customer engagement and loyalty initiatives. The platform’s mission is to streamline the digital asset landscape and promote widespread adoption through its secure and compliant solutions, thereby making digital finance more approachable for all. By continually adapting to the needs of the market, Bakkt positions itself as a leader in the evolving digital economy.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

Experience comprehensive solutions for payments, data, and financial management all in one platform. Discover the financial technology system designed to help you achieve your goals swiftly. Seamlessly incorporate additional payment options and expand into new regions with local acquiring capabilities. Enhance customer satisfaction by leveraging insights from multiple channels. Obtain in-depth insights into your operations with consolidated global payment data accessible in a single interface. Safeguard your business by identifying and addressing fraudulent activities while ensuring real transactions remain unaffected. Streamline your financial processes and boost automation through our robust banking framework. This solution is particularly advantageous for platforms and marketplaces aiming to expedite user payouts in their chosen currencies, fostering trust and loyalty among users. Furthermore, the platform enables businesses to adapt to changing market demands with agility.

Payrix has a mission: to be the world's leader in embedded payments for vertical business software. Our goal is to give our clients more freedom, peace of mind, and a proven solution that eliminates friction, opens up new revenue opportunities, and makes life easier for their customers. Payrix clients such as Real Green Systems and Storable have harnessed our unique platform, combined with a white glove approach, that allows them to take advantage of embedded payments for growth and innovation. Payrix offers endless possibilities.

Empower your clients to engage in crypto transactions, seamlessly transfer assets on-chain, and earn rewards, among other features. Zero Hash serves as a pivotal institutional settlement utility within the digital asset ecosystem. Providing a comprehensive range of institutional-grade post-trade settlement services, Zero Hash stands out as the premier multi-platform and multi-custodial settlement agent capable of managing trade obligations and asset deliveries for a diverse array of tradable products, which encompass spot, derivatives, and loans. The aim is to offer newcomers, including customers, platforms, or custodians, a straightforward path for integrating into the Zero Hash ecosystem. One of the core tenets of Zero Hash is 'maximum flexibility,' which is why this document is designed to equip you with the full array of API endpoints and connectivity options available, alongside suggestions for implementations that will inspire you to consider which parameters are best suited for your specific needs. Furthermore, this approach ensures that users can tailor their experience and optimize their integration into the Zero Hash framework effectively.

Cease engaging in tedious negotiations with data providers and begin testing new signals in your decision-making processes through Taktile's ready-to-use integrations. Taktile gives you the power to create and modify decision workflows that incorporate intricate rules and predictive models, all without the need for coding. You can evaluate the effects of a new decision workflow prior to its launch, and Taktile serves as a collaborative platform for teams to work together and approve decision flows. With Taktile, you receive data and performance analysis that enables you to refine your decision-making based on empirical evidence rather than just intuition. The platform allows you to easily construct complex decision flows using pre-designed no-code components like rules and decision tables, alongside customizable Python code. Enhance your decisions with predictive insights by utilizing Taktile's integrated machine learning platform or connections to cloud-based ML solutions. Furthermore, tap into new signals in your decision flow and explore various data sources through Taktile's built-in integrations, making it simpler than ever to innovate and adapt your strategies. By implementing Taktile, organizations can maximize their decision-making efficacy and foster a culture of data-driven approaches.

Meld is your Fintech Stack as a Service. We're empowering developers with the ability to build a Multi Vendor Fintech stack. Developers can access a wide range of financial integrations across multiple domains with just a few lines of code. Lower overall 3rd party vendor costs, increase coverage and conversion rates, and save time by launching integrations across markets faster with Meld. With performance analytics for every provider integrated with - we're putting developers back in control of their fintech stack again.

Landlord Studio is a mobile-first property administration software. It allows DIY landlords to automate and simplify everyday tasks. Users will enjoy the following key benefits: A clear overview of their portfolio performance, saving time filing taxes with easy income tracking and expense tracking, and the ability to generate professional reporting; automating repetitive tasks; and making it easier to find and secure the best tenant.

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.

Introducing Roll, the revolutionary small business payroll app that transforms the way you manage payroll, making it as effortless as a text message. Complete your payroll in less than a minute, while also accomplishing tasks that were once challenging, now simplified with Roll. There’s no need for a computer; with Roll's smart chat-based interface, you can handle everything directly from your phone with just a few taps. You can process payroll today and ensure your team receives their payments the very next day, eliminating the long wait. Forget the stress of tax filing and deposits because Roll by ADP takes care of it seamlessly on your behalf. With Roll, you benefit from the trusted expertise of ADP, a leading name in payroll services, all conveniently accessible on your device. Roll doesn’t just keep pace; it anticipates your needs, providing timely alerts and reminders to help you manage important deadlines effectively. If you can send a message, you’re fully equipped to run payroll with the Roll app. Say goodbye to cluttered sticky notes, as Roll understands that every dollar counts and is designed to simplify your payroll experience. With Roll, not only do you streamline payments, but you also gain peace of mind knowing your payroll is managed efficiently.

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.

Alchemy helps teams build and grow onchain products without the overhead of managing node infrastructure in-house. Across 100+ chains, developers rely on Alchemy’s APIs, RPC services, webhooks, and tooling to work with blockchain data, power transaction execution, and support production applications. From fintech products to trading platforms to AI-driven experiences, Alchemy gives teams the infrastructure they need to move from prototype to scale with confidence.

At VoPay, we help software companies scale faster and unlock new revenue by embedding secure, compliant financial services into their core platforms. Our Fintech-as-a-Service platform enables businesses to manage payments, automate money movement, and integrate powerful fintech products, without the need to build complex infrastructure from scratch. VoPay’s platform provides the flexibility, control, and tools businesses need to grow and thrive. Whether you're managing high transaction volumes or looking to enter new markets, VoPay provides scalable infrastructure to support your growth and deliver value to your users. Additionally, our platform integrates seamlessly with your SaaS solution through a single API, making it easy to offer embedded payments, compliance, and financial orchestration. This is particularly beneficial for SaaS platforms, as it allows you to expand without worrying about the complexities of financial infrastructure