Best ProperSoft Alternatives in 2024

Find the top alternatives to ProperSoft currently available. Compare ratings, reviews, pricing, and features of ProperSoft alternatives in 2024. Slashdot lists the best ProperSoft alternatives on the market that offer competing products that are similar to ProperSoft. Sort through ProperSoft alternatives below to make the best choice for your needs

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    Fyle Reviews
    Fyle is an innovative expense management tool that was created for modern finance teams. Fyle extracts data directly from receipts and attaches the invoice to ensure constant compliance. This is all done in real-time. What else can Fyle do for you? - Easy expense tracking: Submit expenses from your everyday apps such as Slack, Teams, G Suite, Outlook, and many others! - Automatic corporate cards reconciliation: Reconcile any card transaction, expense or receipt in an audit-ready manner without any manual intervention. - Predictive analytics: The expense is assigned a risk score automatically using predictive analytics. This allows fraud to be caught before it is committed. Fyle's powerful analytics feature allows you to keep track of where your money is going with Spend Analytics. Fyle can automate complex workflows - depending on the employee, expense, and policy.
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    QuickBooks Online Reviews
    Top Pick

    QuickBooks Online

    Intuit

    $9/month (normally $15/month)
    45 Ratings
    QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.
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    eZ Account Import Reviews

    eZ Account Import

    Zachary Systems

    $135.00/year
    eZ Account Import allows you to import your online banking data into QuickBooks with just a few clicks. It can read all online banking formats, including Quicken (.qif,.qfx), Money (.ofx), and Excel (.csv.xls.xlsx). eZ Account Import does more than just convert files. It integrates with QuickBooks. eZ Account import transfers your online banking transactions into your QuickBooks bank register in just three steps. The application allows you to view and access a chart of accounts, lists, transactions, and other information from QuickBooks. You can quickly add transactions to QuickBooks. The status of each transaction import is displayed to you. You can import a transaction into QuickBooks as a check deposit, payment received, bill payment, or payment received. Quickly create mappings to quickly remember QuickBooks payee, account class, customer, and transaction description.
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    ProperConvert Reviews
    ProperConvert converts transaction file to be compatible with accounting software. The ProperConvert app can convert the following formats to bank and credit card transactions: - CSV/XLS/XLSX/TXT (copy/paste any spreadsheet from an online or desktop software) PDF (downloaded from an online bank, image-based and protected, scanned - QFX/OFX/QBO - QIF/QMTF - MT940/STA The app converts to the file formats compatible for your accounting, personal finance, or spreadsheet software. - QuickBooks Desktop (all Versions), convert to QBO and IIF format - Quicken (convert QFX, QIF or CSV Mint). - Xero (convert TO OFX, CSV). - Sage (converts to OFX). Wave Accounting (converts to OFX). - FreeAgent (convert TO OFX) - Banktivity (convert into QIF) - Kashoo (convert TO OFX) - ZARMoney (converts to OFX). - Excel (convert CSV, Excel to clipboard) - and many other users who import standard financial file formats such as QBO, QFXX, IIF, CSV or MT940
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    Receipt Bot Reviews

    Receipt Bot

    Excelsious

    $9.0 per month
    To extract data from bank statements, invoices, receipts and automate bookkeeping tasks, you can do it with the highest accuracy. Receipt Bot is used by accountants and businesses to automate data entry, reduce document sharing, and improve expense tracking. Our advanced text recognition, assisted by artificial intelligence, ensures highly accurate data extracts. This allows you to focus on your business and avoid the headaches of bookkeeping. Receipt Bot's online data analysis tools and highly accurate data extraction will help you avoid costly and frustrating errors in data entry. Our flexible pricing plans allow you to significantly reduce the cost of data entry by using automation and scaleability. All business expenses can be recorded in a timely fashion with the requisite digital records. This allows you to claim VAT and tax expenses. You can easily record business transactions in real time to gain real-time insight and make better decisions.
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    DocuClipper Reviews

    DocuClipper

    DocuClipper

    $29 per month
    Take important data out of any scanned or digitally printed PDF document. It can be sent to Excel, QuickBooks, or other apps. DocuClipper can extract data from any digital or scannable document using OCR technology. DocuClipper can be used with both bank and credit card statements. DocuClipper passed an Intuit security review and follows security best practices. DocuClipper automatically pulls transactions, dates and other relevant data from any digital PDF or scanned bank statement. There are hundreds of banks supported, from large national banks to small credit cooperatives. You can either import the transactions automatically into an Excel spreadsheet, or download a file that you can import into your accounting software. DocuClipper is compatible with QuickBooks, Xero and Sage as well as other popular accounting software. Automatic reconciliation ensures conversion accuracy by comparing transaction totals with summary information on the statement.
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    Business Importer Reviews
    Import files instantly into your favorite accounting software. No manual steps required to record data in QuickBooks, Xero or Sage Business Cloud Accounting, or MYOB. You can import Excel, CSV, or Google Sheets to your accounting platform and monitor the results in real-time. To make the process easier, we offer a ready-made template file. Export any list or object from your accounting software to an Excel file. Then, easily migrate company files. You can easily delete incorrect or outdated data and run recurring imports automatically without having to launch the app. Upload files to a cloud drive, create schedules to automate repetitive imports, undo imports, run multiple Imports at once, and many other features.
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    Saasant Transactions Online Reviews
    SaasAnt Transactions changes the way you manage accounting operations. Import, export and modify transactions in QuickBooks and Xero using Excel files. You can handle bulk imports and export data in different formats, such as xlsx and xlsx. You can also export data to txt and zip. Product Features Easy File Automations Bulk Transaction Importer for QuickBooks or Xero Bulk Transaction Exporter Bulk Transaction Deleter Import, export, delete and modify batch transactions Easy Live Edit Data in Xero/QuickBooks Import Excel, CSV and PDF files to QuickBooks/Xero Automated Rules
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    AceMoney Reviews

    AceMoney

    MechCAD

    $44.95 one-time payment
    1 Rating
    AceMoney allows you to immediately save time and money. There is no steep learning curve and no need to spend hours trying to figure out simple operations. It is easy to use, even if you are not an accountant. It's so simple you'll actually love it! It even tracks your crypto currency. AceMoney can convert your data, so don't delay! AceMoney will impress you with its speed and efficiency. AM is an award-winning Quicken alternative personal finance program. Microsoft Money users, AM now supports a simplified process for migrating. A typical set can be converted in under 10 minutes. AM will import all transactions, accounts, categories and payees. It is a great Microsoft Money alternative.
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    Hubdoc Reviews
    Hubdoc allows you to import all of your financial documents and export them into data that you can use. Hubdoc makes it easy to capture your financial documents. You can snap photos from your mobile phone, email, scan, or upload documents to Hubdoc. All of your key documents are saved online in one place. Hubdoc reads key information from receipts and bills and turns it into usable data. Hubdoc extracts information from invoices and bills to allow you to create transactions in Xero or QuickBooks Online. The source document is attached. Now your accountant can access all your bookkeeping directly from Hubdoc. You will receive an email invitation from Hubdoc inviting your accountant to access your account. Your accountant will now be able to stay in touch.
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    CHERRY Reviews

    CHERRY

    CHERRY

    $2.50 per transaction
    CHERRY is a B2B solution for payment processing that interfaces with existing accounting software applications (e.g. CHERRY integrates existing accounting software applications (e.g. QuickBooks) with bank payment platforms to streamline automation and eliminate manual processes for the payer, bank and payee. CHERRY automates payments, and syncs transaction data directly from the accounting software to its recipient. It eliminates duplicate data entry, streamlines transaction approval control, and all this within existing accounting workflows. The software on the CHERRY platform generates an vCheckâ„¢, which is a virtual check that can be reviewed, approved, and submitted to the CHERRY user's banks for processing. Digital payments are now possible outside of accounting applications. This creates problems for accounting because the process can be manual, cumbersome and prone to errors due to duplicate entries. You don't even have to leave your accounting program to make a payment with CHERRY.
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    PayTraQer Reviews
    Top Pick
    PayTraQer automates the sync of your sales, fees and refunds from popular ecommerce platforms like Amazon, Shopify and eBay. It also reconciles these data in QuickBooks, Xero and BigCommerce. PayTraQer syncs fees, online payments and other transactions between QuickBooks, Xero, and Xero, as well as Paypal, Stripe and Square. It also syncs Clover, Pin Payments and Authorize.Net. PayTraQer automates accounting and streamlines the process of integrating e-commerce with Xero or QuickBooks for accurate, real-time synchronization. Say goodbye to manual data input and hello to efficiency. Features: Automated Data Extraction Robust Integration Multi-Channel Support The User Experience is Intuitive Customization Options Manage Multiple Currencies Real-time Insights Hassle-free tax compliance
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    Link My Books Reviews
    Link My Books will do the heavy lifting, accounting for all your Amazon sales, taxes, fees, VAT, and other fees. You can save hours each month on your Amazon bookkeeping. Amazon sellers are often not able to accurately account their Amazon sales. Link My Books makes it easy to account for your Amazon sales, taxes, and fees. We make it easy to group transactions that make up each of the Amazon payouts into easily understandable categories. We even provide a default set accounts to help you get started. You can also choose from your chart of accounts in Xero and QuickBooks to add your own accounts. Our Xero Amazon Integration is delivering results for our users. Link My Books integrates directly to Amazon Seller Central, Xero, or QuickBooks automating the accounting of your Amazon sales, fees, and taxes.
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    Calxa Reviews
    You can make your management reports more efficient and produce professional-looking, more accurate insights. Good decision-making starts with accurate information that is easily understood and readable. Calxa is compatible with most accounting systems, including MYOB AccountRight and MYOB Essentials. Follow these simple steps to link once, then schedule updates monthly or weekly depending on your needs. You can import existing budgets from your accounting software or import them from a spreadsheet. Start from scratch? Use the Budget Factory Wizard to create an initial draft, then use the sophisticated Budget Builder for fine-tuning and managing in detail. To get the best of the most popular reports, you can start with a pre-built Report Bundle Kit. You can schedule delivery at the time and frequency you prefer using a workflow. Select your reports from the library and batch them to automate their delivery.
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    Ledgersync Reviews
    Ledgersync can consolidate your client's bank transactions and credit card transactions into an accounting software of choice. You can also gather client sub-Accounts. LedgerSync is a complement to Quickbooks, Xero and Freshbooks. It is not a competitor product. Our customers often ask us what makes you different from QuickBooks online. QuickBooks and Ledgersync are both available to you as a CPA and provide an online dashboard that allows you to securely manage all your client transactions. Ledgersync allows you to connect to QuickBooks Desktop and Online versions, as well as other accounting solutions. Our complementary software will transform 2 hours of accounting into 30 minutes by automatically importing the financial transactions and financial data from your client.
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    LedgerDocs Reviews

    LedgerDocs

    LedgersOnline

    $14 per month
    There are many ways to upload financial documents to LedgerDocs. This makes it easier to complete accounting tasks quickly and efficiently. LedgerDocs can be used with any accounting software, such as QuickBooks, Sage 50 and Xero. LedgerDocs can be used to improve your bookkeeping and accounting processes. LedgerDocs allows you to collaborate more efficiently at the source document level, reducing emailing. Invite others to join your company and use tags, notes, and sharing features for each uploaded document. To make the accounting process simple, accountants, bookkeepers, business owners and bookkeepers can collaborate on financial documents from any location. Upload directly from the app, or use your smartphone, scanner or email to upload. You can set up a schedule to pull statements for banks and credit unions that you already use.
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    Spotlight Reporting Reviews

    Spotlight Reporting

    Spotlight Reporting

    $24.99 per month
    Spotlight Reporting provides a single platform for financial reporting, forecasting and KPI tracking. Perfect for presenting to the bank, the board, or the business. Spotlight Dashboard provides a comprehensive overview of your financial situation in one page. You should focus on the metrics that are most important to you. We have the insight you need to take you services to the next level, no matter if you are new to advisory or a seasoned advisor. Our customers range from Enterprise firms to not-for-profits and use our forecasting and reporting tools to improve their business results. In just a few steps, you can upload data from your favorite bookkeeping software to create your first report. Spotlight Reporting provides reliable and flexible forecasting and reporting options, supported by a responsive Customer Support team. Get a 28-day free trial. Xero, Quickbooks, MYOB, Sage 50, Google Analytics, Excel, etc.
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    DataDear Reviews

    DataDear

    DataDear

    $35 per month
    You can now generate reports and refresh data feeds using Xero or QuickBooks Online. This allows accountants and business owners who love to work with data to continue using their Excel-based reports packs. It acts as a platform that allows data to be transferred from a spreadsheet into Xero or QuickBooks with a single click. This can be used in conjunction with your spreadsheet as a supporting attached, such as a journal, invoice, purchase order, or bank transaction. You can extend the cloud capabilities of your spreadsheet and continue to use your reporting pack. Excel is the best reporting tool. You can generate reports faster for all clients. This will help you to reduce costs and connect with new clients who are moving to the cloud. You can invest in a robust report pack for your practice, or a consolidation model for a number of companies, and then populate the values using DataDear.
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    CheckBuilderPro Reviews

    CheckBuilderPro

    CheckBuilderPro

    $59.95 one-time payment
    CheckBuilderPro is a top-rated software for check printing on Windows and Macintosh computers. Get it now for only $59.95 Amazon.com has rated it 4.4 stars and it is "Amazon’s Choice" for check-printing software. CheckBuilderPro is a great tool for small businesses and home. It allows you to create checks on your Mac or Windows computer. You can print blank checks to use in Quickbooks or create and print complete checks with the payee, amount, memo and bank routing numbers. In a check register, checks are recorded. Consolidate your bank statement and generate reports. BatchBuilder is an add on product to CheckBuilderPro. It allows you to import payee data from a spreadsheet into CheckBuilderPro and automate your batch check printing tasks. It is very cost-effective and can be used once.
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    Qvinci Reviews
    Qvinci is a leader in financial reporting technology. Our patented software is compatible with Excel®, Xero®, MYOB(), Excel®, and QuickBooks®. It provides insightful reporting and game-changing analytics. It is easy to set up. The impact is immediate. Qvinci was founded with a simple idea. It provides multi-unit markets, accounting, franchising, and multi-unit markets with cost effective ERP-like solutions that provide financial data consolidation, automated reports, workflow management, advanced business intelligence, and financial data management through the cloud. Qvinci's market-leading solutions today empower users with actionable information that leads to greater operational efficiencies, deeper financial insight, and greater profits. Qvinci's capabilities integrate with QuickBooks, Xero and MYOB to provide users with the most accurate and up-to-date financial data.
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    Dancing Numbers Reviews

    Dancing Numbers

    Dancing Numbers

    $199 per year
    Import vendors list, chart or accounts, customers list, items, and other company data. All the data can be exported in a matter of minutes. It is possible to export excel files in a zip file format or CSV files. It is easy to delete the data. All files deleted will be moved to the bin. You can also easily restore the data in case of emergency. It is important to perform the Import, Export, and Delete data in QuickBooks multiple times depending on the circumstances. This includes sending and receiving data to/from accountants, transferring data, and deleting unwanted transactions. It would be difficult to manually do this if there is too much data. We are here to assist you in the Import, Export and Delete of data process in minutes. It will keep you informed and save you time and money.
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    Zed Axis Reviews
    A QuickBooks import and export utility. Axis can import and export transactions in Excel, Text, or IIF file formats. It can also be used to save time entering data. Zed Axis, the best-selling all-in-one data utility for QuickBooks, is Zed Axis. Download a copy of Zed Axis for a 30-day free trial and start evaluating it with your own data. Join the thousands of businesses that use Axis.
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    Smoothlink Reviews

    Smoothlink

    Smoothlink

    $1275 Annually
    Smoothlink specialises in financial integration solutions for Procore users, streamlining accounting, optimising financial management, and enhancing operational efficiency. In a world where everything demands your attention you don’t want to be trying to navigate something that is outdated and over complicated. At Smoothlink we are all about keeping it simple and our user interface is the perfect example. Getting started can be quite daunting and overwhelming. With this in mind we focused on keeping our onboarding as simple as possible and you can be operational in less than 30 minutes. Worldwide 24/7 assistance -We are here when you need us, just a phone call or email away! Smoothlink’s proven customer support is one of the many things that our clients love about us. Our team is available to help customers who need assistance anywhere in the world. At Smoothlink, we believe in continuous improvement driven by our clients’ valuable feedback. Thanks to their input, we have developed a product that sets the benchmark in the market. Every year, we strive to enhance Smoothlink further by introducing new features, making it even more effortless and efficient for you to manage your business.
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    QuickBooks Desktop Premier Reviews
    Your business is unique. QuickBooks Desktop Premier automates your daily tasks so that you can concentrate on your business. Improved bank feeds You can now save even more time by categorizing bank transactions automatically with improved matching for payees and accounts. To limit data entry and quickly review and resolve discrepancies, use batch editing and enhanced rules. Your business's industry-specific requirements will be met. Manage inventory items easily The Inventory Center in QuickBooks allows you to quickly locate items and complete inventory-related tasks in one place. Your balance sheet can be sorted by class. This report is easy to use and allows you to track financial data by location, department or profit center. Clients are billed progressively according to job phases. You can track and bill clients based on time and material, job phases, or percentage completion. This is the best way to manage your business. Accounting is easy with our cloud-based subscription service.
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    XLReporting Reviews
    XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions
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    ConnectBooks Reviews
    ConnectBooks is an advanced accounting software solution tailored to the needs of eCommerce sellers. Its seamless integration with QuickBooks Desktop, QuickBooks Online, QuickBooks Enterprise, and Xero facilitates effortless synchronization of financial data, empowering sellers to streamline their bookkeeping processes. By connecting with major eCommerce platforms like Amazon, Walmart, Shopify, and eBay, ConnectBooks enables sellers to consolidate their books and gain comprehensive insights into their business operations. One of ConnectBooks' key features is its advanced reporting capabilities, which provide sellers with the tools they need to analyze their performance effectively. Through detailed reporting on inventory tracking, sales, and profit calculations, ConnectBooks equips sellers with the insights necessary to identify growth opportunities and optimize their operations.
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    Entriwise Reviews

    Entriwise

    Entriwise

    $15 per month
    QuickBooks Accounting for Amazon Sellers. Quickbooks can import past and current Amazon FBA and Seller Fulfilled transactions. Import daily, or by statement. You can forget about manual processing, adjustments, or journal entries. Enjoy automatic reconciliation. You can handle all types of Amazon FBA or Seller Fulfilled transactions. Import accurately without losing any details. Configure Entriwise for inventory tracking, including sales, refunds, adjustments, and more. You can identify the most profitable and least profitable products, and take appropriate action to optimize your business. Allow Entriwise to access your Amazon and QuickBooks accounts. Follow the user-friendly sign up flow to import your Amazon transaction into QuickBooks. You can choose between a fully automated default configuration or a fully customizable option to create all necessary accounts and items for Amazon accounting.
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    PathQuest BI Reviews

    PathQuest BI

    PathQuest Solutions

    $29.99 per company
    PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.
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    ScanWriter Reviews
    ScanWriter is a cloud-based and on premise platform that allows users to enter data for financial statements. ScanWriter allows users to scan documents, manage their data, integrate accounting, and use reporting functions within a suite. ScanWriter integrates easily with other accounting solutions such as Xero and Reckon.
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    QuickBooks GoPayment Reviews
    Online, on-site, card and eCheck. No matter where or how you work, there is always a way to allow customers to pay. Paired Payments allow you to instantly deposit money into your QuickBooks Checking account without additional fees (if applicable). This allows you to easily spend, stash, grow, and manage your money from one location. Pay on your time, not theirs. You can see your money faster and get the cash you need for your business to continue growing. You can link your QuickBooks Online account to a QuickBooks Payments account you have been using with QuickBooks Desktop or GoPayment. To help you track your income and expenses seamlessly, all of your bank and credit card transactions sync automatically to QuickBooks. Pay on your time, not theirs. Get the cash you need to keep your business thriving by seeing your money sooner. You always have money available. Eligible payments can be deposited the next business day or immediately for an additional 1%
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    Apron Reviews

    Apron

    Apron

    $36.74 per month
    Apron is a partner that small businesses need. It will help you pay your invoices quickly and efficiently. You can now focus on your business instead of wasting time with admin. Payments and approvals are linked, so payments continue to move. You can choose who to pay by clicking on the "pay" button. Payments are sent directly from your bank. Set up roles and workflows for better communication and to keep payments moving. You can now reconcile your payments instantly in your accounting software. Sign up with Xero, QuickBooks or both. Complete the 3-minute security check. Make your first payment. Each app in your stack can be a security vulnerability. Apron allows you to manage all your payments in one place. We're a single app that replaces several others. Clients must authorize payments in their bank to transfer money. Apron is compatible with all UK banks. There are no limitations or exceptions. If a bank doesn't support open banking, you can still pay via bank transfer.
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    Scheduling Manager Reviews

    Scheduling Manager

    Thoughtful Systems

    $795.00/one-time
    2 Ratings
    Scheduling Manager Gemini is powerful management software for a variety of service businesses. It features CRM capabilities, in addition to Job Scheduling, Employee Dispatch, Accounts Receivable, Job Estimating, Payroll, Mapping, Inventory, SMS and Caller ID to assist businesses in becoming more efficient and more profitable and to enhance customer service capabilities. Scheduling Manager interfaces with a wide variety of business accounting and payroll solutions, including QuickBooks, Sage, Xero, MYOB, Infusionsoft, ADP, Paychex and Act!. Scheduling Manager Gemini is available as either a desktop or web-based application and can be tailored to meet the specific needs of each customer. Industries serviced include maid services, residential and commercial cleaning, carpet cleaning, window cleaning, fire extinguisher maintenance, janitorial, home health care, HVAC, pest control and several others. It interfaces with SM-Mobile, our mobile app, which runs on Android or Apple. It also interfaces with Service Genius, our online app. A customer portal is available for customers to see their upcoming appointments, pay invoice and more.
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    Checksoft Home & Business Reviews

    Checksoft Home & Business

    Avanquest Software

    $49.99 one-time payment
    1 Rating
    Are you fed up with running out of checks and paying too much for replenishment check from your bank? Or the slow time it takes for the bank checks to reach you? Easy-to-use tools for checking design can help you get rid of frustrations. Checksoft Home & Business allows you to easily create and print personal or business checks for multiple accounts. This can help you save up to 80% on paper costs and allow you to manage your finances from one location. You can choose from over 100+ templates or make your own. Enter your account information and choose the check design and paper. The powerful check designer allows you to customize your check with over 1,000+ background images, logos, or graphics. You can print completed checks in just one step or you can print blank checks that you can fill out manually. Quicken®, and QuickBooks® are compatible. Print checks for multiple accounts. Get started quickly. Checksoft functions just like a checkbook, making it easy to enter and modify transactions.
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    Clear View KYC Reviews

    Clear View KYC

    Clear View Systems

    $500 per month
    CXR is a professional Point of Sale program that allows multi-currency transactions. CXR allows you to record all transactions and print receipts. The system can keep track of all transactions, including inventory, buy and sell rates, rate updates, and gains. It is difficult to find multi-currency accounting software as a money exchange dealer. Even the most powerful packages, such as XERO and QuickBooks, are not suitable for buying or selling foreign currency. CXR can track 200+ foreign currencies without any problems. CXR is compliant to PCMLTFA, Customer Identification Program (CIP), under the Bank Secrecy Acts (BSA), and USA Patriot Act. CXR also conforms to the Swedish Tax Authority (Skatteverket), control box. CXR consolidates customer data and documents in its database, so you don't need to integrate with other CRM systems. All customer transactions, profile information, and KYC profile are all displayed under one roof.
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    Check Print R+ Reviews

    Check Print R+

    Michel Bujardet

    $19.99 one-time payment
    The electronic checkbook is just as easy to use and as simple as paper. You simply need to enter the payee and the amount. Register, an electronic record book that allows you to keep track of all your expenses. Automatic calculation of balance. As easily as with a paper record, you can reconcile your bank statement with your bank statement. You can save and load data to allow you to use different accounts. You can use different fonts to print your name and address on checks. Print immediately, later, on top, middle or bottom of the page, or three checks per sheet. To print 3 checks per page, you must have at least three copies of the checks that you want to print later. You can print checks on regular letter-size paper or plain white or color paper. Professional-looking refill paper is also available at fine office supply shops. You can move all elements of the check to meet your needs. You can also decide which elements will print (convenient for preprinted paper).
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    QuickBooks Non-Profit Reviews
    QuickBooks can help you track donations, invoicing, bookkeeping, as well as all other accounting functions. QuickBooks allows you to categorize revenue expenditures according to fund or program, and create custom reports based upon the most important data for your nonprofit organization. QuickBooks Online Plus and QuickBooks Online Advance are fully customizable. They allow you to track budgets by program or fund in real-time. You can also track donor management and grant management, financial reporting, bank reconciliations and other details. Upgrade to QuickBooks Enterprise Nonprofit for easy access to thousands of vendors, donors, and items. To further protect donor data, you can also assign individual permissions to more than 115 activities. It is easy to upgrade to QuickBooks Enterprise Nonprofit as your nonprofit grows. Accounting features include church management, donation management, and financial statements to support larger nonprofit management.
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    Corpay One Reviews
    Imagine your bank's bill payment - only better. All the features you need for bookkeeping, payments, and more are available in one platform. Corpay One's bill payment platform is bank-backed, allowing you to securely automate payments between your business and your vendors. With instant, hands-free bookkeeping, you can create comprehensive spending and approval guidelines. Corpay One allows you to send receipts and bills directly and automate data entry completely. Corpay One's unique Workflow builder makes it easy to automate everything, from accounting approvals to accounting. Corpay One pays vendors for you - hands-free. You can choose from: Check, ACH or virtual card. Sync everything in real-time to your accounting software, such as QuickBooks Online or Xero. Your team shouldn't be held back by tasks like bill payment, manual bookkeeping, and expense reports. We have created a powerful yet simple-to-use system that will help you grow and scale.
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    Luca Plus Reviews
    Say Hello to e-invoicing. LUCA Plus automatically populates your invoices into your accounting platform (XERO MYOB, QuickBooks). This saves time and money while eliminating fraud and scams. How luca+ works. Biller will send an invoice to your email. You can use it just like any other invoice, regardless of whether it is a PDF or from an invoicing platform. LUCA Plus automatically captures and translates invoice data. Unlike other services that claim to be able to e-invoice, Luca Plus doesn't rely on optical character reading (OCR), which can lead to errors. Your accounting platform automatically populates your invoice. You can now eliminate the need to manually enter data. Luca Plus is free! Manual entry is no longer necessary, saving you time and money. The average cost of processing a paper invoice is $31. Moving to e-invoicing can reduce your costs by at least 70% Card Invoices are secure and can be synchronized with accounting platforms. We verify who the sender really is
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    QX QuickReco Reviews
    Manual processes are ineffective for bank reconciliations involving large volumes of data for multiple banks and accounts. QX QuickReco automates the matching and imports data to streamline reconciliation. The system compares general ledger files and bank statement reports, and auto-matches them. It also supports adjustments for hidden transactions like bank charges or fees. Configure multiple accounts, either from the same or different banks. Add newly created accounts to the system. Import thousands records from bank books and statements, and reconcile them instantly. Easy to enter adjustment entries for payments that don't match the invoice. Separate entries according to whether they were auto-matched, manually matched or adjusted.
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    PayQuicker Reviews
    PayQuicker's global payout platform allows companies to grow faster. It provides instant payments and purchasing power, allowing them to immediately fund more business building and spending. Payouts in local currency can be made seamlessly across borders, reducing costs. PayQuicker allows businesses to pay as often as they want, at no additional cost per transaction. Each payee receives a unique insured bank account and branded card that allows them to make payments in local currency, bank transfer, and other options. Our 24/7 monitoring helps to reduce data breaches, money laundering, fraud and other business risks. Our dedicated support via email, chat, and phone will reduce the staffing required to handle payment inquiries and questions. Our team of experts can efficiently verify identity and onboard payees using end-to-end secure business account, shifting the responsibility for KYC, security and compliance.
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    Amiqus Reviews

    Amiqus

    Amiqus Resolution

    $38.00/month
    Before you engage a client or hire someone new, make sure they are who they claim to be. Transform hours of paperwork into minutes and seconds of secure, frictionless online activity. Compare client information with multiple government databases and sources to ensure compliance with anti-money laundering regulations in the UK and EU. To verify the authenticity of documents from more than 195 countries, request document verification using face-match scanning. You can also screen domestic and international politically exposed persons (PEPs), and sanctions lists. There is also the option to monitor your documents over time. Open banking technology, FCA-regulated, allows you to securely verify balances, transactions and payees. Instantly verify your current address and date-of-birth against credit provider and bank records in real time.
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    PwC Bookkeeping Connect Reviews
    You can spend more time practicing law and less on admin. InsightsOfficer can be integrated with your practice management and financial programs to provide you with the information you need to make better decisions for your firm. Profitability, utilization, and matter velocity: Get big law insights for small and medium-sized firms. On-time billing, payroll, trust reconciliation and financial reporting. Now you know your standard rate and can calculate your billed rate. Now you can see your actual collected rate. Find and grow the most profitable clients and practice areas. You should ensure that you are spending your time on the work that makes you money. InsightsOfficer can be integrated with your financial and legal tools, such as Clio, Intuit Quickbooks, Gusto, Gusto, etc.
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    efile4Biz Reviews

    efile4Biz

    efile4Biz

    $149 per year
    Our intuitive interface will allow you to fill out forms in minutes, so you can focus on the things that matter most to you. You have the option to enter your data manually, using an Excel template, or using accounting software like QuickBooks and Xero. Traditional software does most of the work. Instead, simply enter the data and we will process, print, mail and file it for you. Your business is in safe hands. We are an authorized IRS transmitter and we guarantee secure and accurate electronic filing. Online filing of your 1099s, W-2s, and ACA forms is fast and easy, no matter how many you are filing. Fill out your form(s), securely and directly on our website, and then submit your order. We will print and mail the forms to you. You can also e-file your forms directly with the IRS. You can upload them all with our Excel templates or import directly from QuickBooks or Xero to save even further time.
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    Cheque Printing Software Reviews
    Comprehensive cheque printing software that can be used to create and print cheques. Print your cheques with the payee name, date and amount. You can automate the tedious task of filling out cheques and convert numbers into words with our customized bulk cheque printing software. It is a completely secure software solution that will reduce costs, increase efficiency, and provide security for your business. The software uses industry-leading technologies to ensure the safety of cheques. Cheque Printing Software is compatible with multiple bank accounts and bank checks. This software is easy to install. This software supports over 100 different bank cheque layouts. Choose the layout that best fits your cheque from the list. You can also use any office printers such as laser printers or deskjet printers.
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    Visma eAccounting Reviews
    Visma eAccounting, an online accounting system, is designed to help small businesses start, grow and run like professionals. The solution will automate manual transactions and standardize processes to make it easier for you to deliver faster. Consolidate bank transactions and keep track of what must be reported when. Bookkeeping can be simplified with booking suggestions. You can scan receipts using your mobile to Visma eAccounting. Register supplier invoices and receipts easily. You can send invoices directly from your mobile device and they will be delivered instantly and securely. Our smart mobile apps allow you to track your business, capture expenses, and send invoices from anywhere. You can create payslips with no manual calculations and send them directly to your employee's phone. You can create payslips for employees, access them securely through our app, and get automatic tax calculation and reporting to the authorities.
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    Railz Reviews
    Our Accounting Data as a Service API allows you to connect to all major accounting service providers. You can quickly build and deploy your application with just a few lines code. Get more accurate and complete information about your customers for a fraction of the market price You can see what your customer sees directly from the source. A beautiful front-end module is available to collect accounting data from your customers in real time. It is optimized to optimize conversion rates. All major accounting software providers are supported. This allows you to access financial transactions, insights, and reports on your customers on-demand. Developers can begin within minutes and have their software deployed within hours. We created the easiest and fastest API to meet all your accounting data requirements.
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    BankTree Reviews

    BankTree

    BankTree

    $40 per month
    Our finance software takes the stress out of managing your finances and puts the fun back into your life. Our online personal finance software lets you manage your money wherever you are. Get our desktop personal finance software for Windows, as well as our mobile app for Android, Apple, and tablet devices. Connect to your bank to download live transactions using our secure 2048 bit connection. Or, manually import your statements. Our personal finance software makes it easy to import from Quicken and Microsoft Money. You can scan receipts from your mobile device using the BankTree Mobile App. Then, sync with the desktop to access all of your receipts. You can also sync with our online app to store receipts in the cloud.
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    D'Media Reviews

    D'Media

    Billion Hands Technology

    Inventory Pro makes it easy to manage your business from any device, whether you're on the phone, tablet or desktop. Inventory Pro is a simple and secure software that manages inventory, orders, expense management, and other functions. Small and medium businesses can manage inventory. You can add inventory items by scanning barcodes or manually. You can also bulk upload your inventory data from Excel. Inventory is expensive and takes up storage space. You can save both money and storage space by efficiently managing your inventory using a variety of reports. You can create sales orders for single or multiple items and then share them with your customer or supplier over the phone. In real-time, you can see the inventory levels of your products. All inventory-related activities, such as the purchase/sale products, are recorded as inventory transactions. All business expenses should be recorded with the payee and any miscellaneous income.
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    QuickBooks Live Bookkeeping Reviews
    You should be focusing on your business and not your books. You can do what you love with a virtual bookkeeper. You can save time. With the help of a QuickBooks-certified expert, you can take everyday bookkeeping tasks off your to-do list. Peace of mind. Trust an online certified bookkeeper to accurately categorize transactions, reconcile your accounts, and provide peace of mind. You can trust your bookkeeper all year. Your bookkeeper ensures that your books are closed accurately each month, so you're ready to file taxes. How it works. We will get to know you and match you with US-based bookkeepers for the best bookkeeping experience. You can rely on us for ongoing bookkeeping support, accurate monthly reports, as well as the ability to connect with your virtual bookkeeper whenever you need them. Customized setup. Your expert will create your chart of accounts and connect your banks. Ongoing bookkeeping. Your online bookkeeper will handle the reconciliation and categorization. Essential reports. Receive key reports each month to help you make business decisions.
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    CountAbout Reviews

    CountAbout

    CountAbout

    $9.99 per year
    CountAbout's budget builder and custom categories make it easy to track what matters most. Quickly import data from Quicken or Mint, create unlimited accounts, and create custom category in an intuitive interface that is clutter-free and free of advertisements. We won't share your data. Our platform is secure, private, and stable. We don't require any software to use. CountAbout's powerful budgeting tools will help you see how small changes, such as giving up a cup of coffee, can make a big difference in your ability to pay off debt quicker or reach your savings goals faster. CountAbout automatically downloads transactions to all of your banks and credit cards. This allows you to easily find subscriptions that you don't use or unintentional spending.