Business Software for Plaid

Cybrid delivers cutting-edge payment integration services, making financial connections smoother through advanced APIs and SDKs. Our platform is designed to streamline intricate payment operations such as effortless KYC processes, funds transfers, and settlements. We enable connections to bank accounts via Plaid, provide a range of money transfer options like ACH, Wire, and RTP, and offer Virtual FBO Accounts in USD and CAD. A distinctive feature of Cybrid is our capability to integrate cryptocurrency on and offramps, thanks to our Smart Order Router. This includes seamless connections to Bitcoin (with support for the Lightning Network) and Circle's USDC, covering multiple blockchains like Ethereum, Polygon, Solana, and Stellar, setting us apart in the realm of digital currency innovation. Cybrid is the premier choice for businesses looking to incorporate payment solutions directly into their software, offering a secure, efficient, and flexible approach to financial integrations.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

Riskified serves as a sophisticated solution for preventing fraud in the eCommerce sector, aiming to enhance sales while minimizing operational expenses. This dependable end-to-end software for card-not-present (CNP) transactions assists companies in safeguarding against online fraud by analyzing, validating, and guaranteeing their orders. Each approval through Riskified comes with a chargeback guarantee, providing protection in instances of fraud. Furthermore, the platform’s rapid and seamless review mechanism empowers retailers to increase their sales and confidently enter new markets, allowing for greater business growth and opportunity. Through these features, Riskified not only protects businesses but also fosters a more secure online shopping environment.

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.

Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender. Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.

AccountsIQ cloud accounting software makes it easy to capture, process, and report financial data from multiple locations. We transform finance functions by enabling financial controllers, finance directors and CFOs to: - Get a complete view of their organization and subsidiaries Access powerful, real-time reports and KPIs in real-time Our multi-level coding capability allows you to get amazing analytics Automate consolidation Our collaboration tools and apps will help you work more efficiently and flexiblely. - Increase efficiency through the integration of key business systems Our financial management software was named Mid-Market and Enterprise Accounting Software of the year 2019 and 2018, respectively, and we were a finalist for 2020.

It's here. IT intelligence for all of us. Genuity is the only cloud-based platform that allows you to manage and monitor your entire IT portfolio. Only $29.99 per month, take your IT to the next level. The market for IT has thrived in the obstructing of market transparency, even in today's digital age. Genuity believes the world is ready to find an alternative. Reduce the time spent researching pricing and answering questions. All members of your team will have more time and money to spend on the tasks that are important. Eliminate unnecessary costs like auto-renew clauses and complicated cancellation terms. Enterprise-grade software and a network of IT professionals will give you greater control over your entire IT portfolio.

Mollie is a money management platform that powers growth for over 250,000 businesses – from startups to enterprises. It's a single platform to get paid and simplify your finances, with online and in-person payments, subscriptions, financing, reconciliation, invoicing and fraud prevention tools. Here's how Mollie can help your business: – Accept online and in-person payments and manage everything on one platform. – Increase conversion with 35+ payment methods, including global leaders and local favourites. – Boost revenue and build trust with an optimised checkout flow built to convert. – Use an all-in-one dashboard to manage payments, get insights, access funding, and streamline accounting. – Get paid faster by sending payment requests and branded invoices in just a few clicks. – Access fast, flexible business funding up to 350k with transparent pricing and flexible repayments. Get started today with transparent pricing, no hidden fees, and no lock-in contract.

Beaver is an innovative accounting software tailored specifically for real estate investors, effectively managing everything from rent collection and vendor payments to automatic bookkeeping. This platform not only allows users to handle rent and vendor payments seamlessly but also takes care of the bookkeeping associated with those transactions, significantly reducing workload by as much as 90%. Preparing important documents—such as rent rolls and financial statements including balance sheets and income statements—has never been easier. Additionally, it simplifies the process of filing tax returns (Schedule E). With Beaver, you can effortlessly manage your rental properties without the hassle of manual invoice entries, as 90% of accounting and tax-related tasks are automated. Whether you operate with one LLC managing multiple properties or prefer a separate LLC for each property, Beaver is designed to accommodate various investment structures, addressing the specific needs of today’s real estate investors and property managers. This comprehensive solution ensures that you can focus on growing your investments rather than getting bogged down by administrative tasks.

You are driven by ambition. You are a pioneer. At Oxygen, we salute you. Mobile banking made for you! We want you win. You will be able to work efficiently and avoid any liability. Our team is open to your venture and will find creative ways to assist you. You can easily complete the Oxygen app incorporation process - no matter where you are in the US. You can access our 24/7 banking services with no monthly fees. You can create one-time cards without worrying about sharing your Oxygen Visa®, Business Debit Card details. You can manage monthly spend, authorize merchants, and freeze or cancel virtual card with a tap. You can earn instant cashback rewards from approved merchants by using your Oxygen Visa®, Business debit card. There are no tricks, gimmicks, or games - just real money. You can easily integrate with SaaS accounting tools to tie up all of your financials in real-time.

Our Virtual Terminal provides a range of built-in features, including custom fields, pre-filled values through field mappings, and automatically deployed buttons. It also incorporates an automatic reattempt mechanism that tracks the number of attempts, allowing you to tailor your business processes via Process Builder. Each time a reattempt is made, you have the option to notify your customer with an email requesting a new card, generate tasks, produce reports, and more. Additionally, roll-up fields are automatically assigned to Transaction Parents, which assists users in monitoring total amounts easily. If refunds occur, retained revenue is computed automatically for each transaction, further enhancing efficiency. With these features, setup time and expenses are significantly minimized. Moreover, you can manage receipts effortlessly without coding by utilizing Workflow or Process Builder, enabling distinct receipts for each company based on the logic you establish through point-and-click. Furthermore, by leveraging custom settings and custom metadata, you can conveniently handle reattempt configurations, Apex validations, field population of terminals, and additional functionalities—all without requiring any programming skills.

INXY Tracker effortlessly identifies all your subscriptions by analyzing your transactions, presenting them in a user-friendly dashboard. Are you aware of your annual spending on subscriptions? Discover this information and begin cutting costs on unused services. The dashboard provides a comprehensive view of all your subscriptions, including expenses, expiration dates, and renewal alerts. Identify subscriptions you no longer utilize and cancel them to enhance your financial health! Receive notifications through popular messaging platforms to ensure you never overlook a renewal that could impact your budget. Stay on top of the services you genuinely need while eliminating unnecessary expenses. Additionally, INXY facilitates account sharing, allowing you to collaborate on subscription management with family and friends. You can easily provide access to edit your subscription lists and keep everyone informed. With open banking integration, INXY automatically detects your subscriptions, ensuring you are always aware of what and how much you are paying for. This tool empowers users to take control of their finances and streamline their subscription management effectively.

Consolidate all your data and operations into one comprehensive platform. Naologic ERP provides an online storefront equipped with all necessary tools to streamline your processes effectively. Enhance your efficiency by automating the import of products and contracts, ensuring you secure the best deals for your healthcare clients. Say goodbye to manual data synchronization and guarantee that your drop-shipping and warehouse inventory remains current. Facilitate better pricing negotiations for your customers through automatic price matching for GPO agreements. Effortlessly produce GPO sales reports in established formats for Vizient, Provista, NDC, Healthtrust, and various others. Instantly begin accepting one-time or recurring payments through credit cards, bank transfers, and other widely used payment options. Build an eCommerce site supported by robust tools designed to attract customers, boost sales, and oversee your daily operations. Launch your platform immediately and enjoy the flexibility to customize it on the fly without needing any developer assistance. This approach not only simplifies your business model but also enhances overall productivity.

Airbyte is a data integration platform that operates on an open-source model, aimed at assisting organizations in unifying data from diverse sources into their data lakes, warehouses, or databases. With an extensive library of over 550 ready-made connectors, it allows users to craft custom connectors with minimal coding through low-code or no-code solutions. The platform is specifically designed to facilitate the movement of large volumes of data, thereby improving artificial intelligence processes by efficiently incorporating unstructured data into vector databases such as Pinecone and Weaviate. Furthermore, Airbyte provides adaptable deployment options, which help maintain security, compliance, and governance across various data models, making it a versatile choice for modern data integration needs. This capability is essential for businesses looking to enhance their data-driven decision-making processes.

Matiyas offers a one-stop solution to complete digital transformation. We are a promising ERP solution provider for business automation. We offer world-class solutions for small and medium-sized businesses. Our technical and consulting expertise will provide you with tailored solutions to your business problems. Our custom enterprise resource planning ensures that you have the best possible deployment of resources and can be monitored in real-time. We are digital experts and provide deep technical insight to our corporate clients. We offer high-quality digital solutions for India's startups, SMEs, as well as established businesses at a fair price. Our customized solutions are applicable to all major industries, including healthcare, manufacturing and oil & gas.

Neofin is a Shopify-based lending business. It is a low-code SaaS to automate lending. It allows you to launch any type of lending business in just 15 minutes. You can also set up credit products in one hour and issue credits the same day. It covers all stages of the borrower’s journey including loan origination, servicing and loan management system. Our modules include: POS front-end/ BNPL widget System for Loan Management Borrower Area Site Builder Collection of debt Digital onboarding and KYC CRM/marketing Decision engine/credit scoring

You can quickly open an account in just a few minutes with a minimum deposit of only $10. Design your own trading strategies for or against various companies and ETFs without worrying about commission fees or contracts. The concept of zero commission has evolved; now, you can accumulate Gatsby Rewards points with every qualifying trade you make. Discover the details of the Gatsby Rewards program and see what trades your friends are engaging in. Stay informed as the Gatsby community shares its responses to significant news and corporate updates. With Gatsby, users have the opportunity to earn points from each eligible trade, which can be converted into cash at the end of the month. You can seamlessly trade stocks and options while incorporating traditional investment methods with Gatsby. To fund your Gatsby account easily, link your bank account through the app by going to settings and selecting the option to deposit money. The verification of ACH bank connections is facilitated by Plaid, which requires your banking credentials, and in most instances, these transactions are reflected in your buying power almost instantly after they are approved. Additionally, this streamlined process makes it convenient for users to start trading right away.

We are a trusted financial technology platform, a driver of innovation, and a leader for card issuance, payments, digital banking, and digital banking. We partner with brilliant thinkers like yours every day to change the way people interact and manage their money. This will help us all build a better future. With our proven platform, you can create, launch, and scale your unique financial services. It is secure and supported right from the beginning. You can create a multi-product solution that includes card issuance and payments, as well as checking, savings, loans, checking, and deposits. All this is possible through industry-leading APIs. Create a customized financial program that meets the needs of your clients. Use our simple tools to optimize and drive continuous innovation for profitable growth and maximum impact.

Ecommerce brands hate accounting because of the unwelcome work involved in keeping books up to date. They don't view it as a necessity for business growth but rather an administrative burden. Finaloop reconciles all financials instantly, providing DTC and ecommerce brands flawless books, optimized tax returns and actionable insights 24/7 with 100 percent accuracy. We replace your accounting software, bookkeeper, tax CPA, and integrations. This allows you to make better decisions, save time, and pay taxes on time. With flawless financials and actionable, real-time data, you can grow your business and beat your competitors.

You can harness the power of sophisticated automation for data entry and real-time visibility to your revenues, expenses, and profitability. Docyt uses powerful artificial intelligence (AI) to learn about your business. Docyt automates back-office and bookkeeping tasks. Docyt provides real-time financial insight to help you make better decisions. Automate tedious bookkeeping tasks, empower management, and gain instant visibility into your financial health with live reports and insights. Docyt allows you to view individual and roll-up financial statements for all of your business locations. Docyt increases employee satisfaction by reducing manual tasks. Docyt simplifies back-office accounting operations for a fraction of the price, so don't commit to a costly and time-consuming transition to a new ERP. Contact us today to find out how Docyt automates your accounting workflows and spend management.

Apron serves as an essential ally for every small business by streamlining the process of gathering and settling invoices quickly. This allows you to focus on advancing your business rather than getting bogged down by administrative tasks. With payments and approvals integrated seamlessly, the flow of funds remains uninterrupted. Just a few clicks, and you've selected the vendors to pay, with transactions being executed directly from your bank account. You can establish roles and workflows that enhance communication and facilitate the movement of funds. Payments are instantly reconciled in your accounting software, leaving you with one less task to worry about. To get started, simply sign up using Xero or QuickBooks, complete a brief three-minute security verification, and make your first transaction. Since every app in your ecosystem can be a potential point of security failure, Apron consolidates payment handling into a single platform. By reducing the number of apps you need, we simplify your financial processes. Clients must authorize payments directly through their banking systems to ensure security, and Apron is compatible with all UK banks without any limitations. For those banks that do not support open banking, customers can still easily make payments via traditional bank transfers, ensuring flexibility in managing finances. Ultimately, Apron not only streamlines payments but also safeguards your business's financial health.

To accurately forecast your company's liquidity, combine receivables and payables with hr, subscription revenues, and your budget assumptions. Connect your financial tools, combine them with your budget assumptions and you will get a comprehensive view of the future cash flow and liquid balance for your company. TRESIO dashboards are easy to understand and provide all the information needed to identify potential threats and opportunities and take action. Export your data as an Excel spreadsheet or graphs and work with them according to your needs.

The Precise API delivers vital information regarding the financial status of business clients, encompassing historical data, current performance metrics, and future projections. Designed to integrate seamlessly with all major accounting platforms, the Precise API features real-time push and pull capabilities, making it an excellent choice for financial institutions, lenders, and fintech companies servicing small to medium-sized enterprises. In addition, the Predict as a Service add-on enhances the functionality of the Precise API by offering a sophisticated, white-label cash flow forecasting and scenario planning platform tailored for your business clients. By implementing a cash flow solution, you can ensure that your clients remain engaged with your brand, fostering a connection to their essential business data and financial requirements. This not only strengthens client relationships but also positions your offerings as indispensable tools for their financial management.

We provide traders with clear data to help them make rapid profits. Use cutting-edge tools to analyze your trading ideas in a dynamic financial landscape. Wall Street Data Solutions provides you with real-time market insight, expert analysis and personalized learning resources. Our powerful platform will help you stay informed, make informed trading decisions, and improve your trading skills. Expert Market Backtesting Unlock insights and analysis from seasoned traders. Discover pre-built strategies that are ready to be explored and backtested, or unleash creativity by creating your own. Start making smarter investment decisions today!

Move beyond the uncertainties to unlock what can be achieved. Whether you choose to purchase and develop your own land, construct on a client's property, operate as a production builder, or create custom homes, having immediate access to your data is essential for propelling your business forward. Discover the tools you need for success with ThreadKore. For homebuilders, a buyer transitions into a customer at the closing stage, and the level of customer satisfaction is ultimately determined by the actions taken post-sale rather than pre-sale. In today’s digital landscape, managing customer care is crucial given the importance of online reviews. It is vital to give this aspect the focus it warrants with builder-centric cash flow tools that do more than just track expenditures. In our sector, effective cash flow management goes beyond simply recording weekly expenses; it also involves forecasting financial needs for upcoming weeks and months. ThreadKore employs a comprehensive approach to software, ensuring that every stage is compatible with existing systems. Our platform is designed to streamline the building process, enhancing efficiency and ease throughout. Furthermore, with ThreadKore, you can focus more on what truly matters—delivering exceptional service and quality homes to your clients.