What Integrates with Sage Intacct?
Find out what Sage Intacct integrations exist in 2026. Learn what software and services currently integrate with Sage Intacct, and sort them by reviews, cost, features, and more. Below is a list of products that Sage Intacct currently integrates with:
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1
Lease Insight
kShuttle Corporation
Lease Insight is a lease management system that simplifies compliance with ASC 842 and IFRS 16. It was designed by CFOs and CPAs specialized in ASC 842 and IFRS 16. It is highly efficient. It is used in 113 countries by over 117,000 people in 4,500 companies of all sizes and across all sectors. 100% of them are repeat clients. ☑ CFOs will enjoy its elevated simulation and reporting features to optimize the management of their debts across various scenarios. ☑ CPAs will appreciate its high level of productivity as well as the ability to manage and organize their accounting firm. ☑ Auditors will benefit from its high level of reliability, traceability and its document management that guarantee compliance. ☑ Its ease-of-use and multi-currency management will be appreciated by everyone. The Lease Insight experts will assist you every step of your way to ensure your success. -
2
Lyftrondata
Lyftrondata
If you're looking to establish a governed delta lake, create a data warehouse, or transition from a conventional database to a contemporary cloud data solution, Lyftrondata has you covered. You can effortlessly create and oversee all your data workloads within a single platform, automating the construction of your pipeline and warehouse. Instantly analyze your data using ANSI SQL and business intelligence or machine learning tools, and easily share your findings without the need for custom coding. This functionality enhances the efficiency of your data teams and accelerates the realization of value. You can define, categorize, and locate all data sets in one centralized location, enabling seamless sharing with peers without the complexity of coding, thus fostering insightful data-driven decisions. This capability is particularly advantageous for organizations wishing to store their data once, share it with various experts, and leverage it repeatedly for both current and future needs. In addition, you can define datasets, execute SQL transformations, or migrate your existing SQL data processing workflows to any cloud data warehouse of your choice, ensuring flexibility and scalability in your data management strategy. -
3
In today's fast-paced work environment, ADP Mobile Solutions provides secure and user-friendly tools that ensure you have easy access to essential features on any device, anytime you need them. Whether you need to check your pay statement promptly or prepare for tax season, ADP Mobile Solutions offers everything you require at your fingertips. You can conveniently monitor and print your pay statements and W2s directly from your mobile device. Manage your work schedule, whether you're at the office, at home, or on the move, allowing you to clock in, request time off, or notify your supervisor about tardiness from your phone. Additionally, you can explore your benefits plan details, check your pay card balance, and navigate your company’s directory with ease. With ADP Mobile, employees gain access to a comprehensive array of features, including information about benefits plans, retirement savings, pay card activities, and employee contact details. Embrace the ease of working on the go while maintaining the peace of mind provided by ADP's robust security measures, enabling you to focus more on your tasks. This combination of functionality and security empowers today's workforce to manage their professional responsibilities effortlessly.
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4
Bitwave
Bitwave
Bitwave provides comprehensive services for bookkeeping, accounting, tax management, invoicing, bill payments, and payroll specifically tailored for the DeFi and cryptocurrency sectors. With Bitwave, monitoring your DeFi return on investment and managing your digital asset treasury becomes straightforward and efficient. The task of calculating taxes related to cryptocurrencies and DeFi activities can be quite intricate, especially for businesses involved in these digital transactions. It is essential for such businesses to accurately track the cost basis of their digital assets and the associated tax implications. Fortunately, Bitwave presents an all-encompassing solution for managing crypto and DeFi tax tracking, which streamlines the end-of-quarter processes significantly. Our advanced enterprise digital asset platform seamlessly integrates blockchain data with your accounting systems, facilitating the preparation of your crypto tax obligations. Additionally, we offer features for cost averaging and specific identification, enabling you to generate detailed reports and select the tax strategy that aligns with your business needs. Furthermore, our platform conveniently updates mark-to-market valuations to reflect the current worth of your holdings, alongside tracking your crypto gains and losses meticulously, ensuring you are always informed about your financial standing. This holistic approach not only simplifies compliance but also empowers businesses to make informed financial decisions. -
5
SAASTEPS
SAASTEPS
$35 per monthSalesforce customers have smarter optimization options with 100% Native and 100% Lightning managed packages that are easy to implement and use right out of the box. We connect with our customers to make intelligent software & process decisions that optimize revenue growth. Open communication builds strong relationships. This is where we start and continue to build. You can connect to existing solutions using a pre-built connector. Simply add your login credentials, and you're connected. With a single click, you can pro-rate and co-terms. You can also collaborate with your team to sell future renewals. Pricing and profitability, excellent user experience, quick, accurate, and simple. Salesforce allows you to accept payment from any location in the world. -
6
ServiceForms
ServiceTrade
$79 per monthEnhance the efficiency of large extinguisher and alarm inspection tasks by utilizing barcode or QR code scanning technology. When identifying any non-compliance issues, make sure to document the deficiencies recorded during inspections. Tailor your compliance reports for the Authority Having Jurisdiction (AHJ) to incorporate visual elements like graphs, charts, or photographs. Quickly recognize equipment using barcode or QR codes to streamline the process. Develop specific task lists tailored to each type of service provided. Adhere to EPA guidelines by accurately reporting refrigerant usage. Implement screening procedures for employees to check for COVID-19 symptoms. It's essential that technicians utilize the appropriate forms for their assignments and submit them with all necessary information. Ensure compliance is verified and address any discrepancies when data is automatically uploaded to ServiceTrade. Generate personalized, professional reports for customers and regulatory authorities such as the AHJ and EPA to demonstrate compliance effectively. Provide technicians with efficiency enhancements by auto-filling routine information from ServiceTrade, requiring them only to input new data. To guarantee thoroughness, implement mandatory fields that alert technicians if any information is overlooked, thereby promoting accuracy in reporting. This comprehensive approach not only improves the workflow but also strengthens compliance measures across the board. -
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PartsLedger
ServiceTrade
$79 per monthOversee the procurement, inventory, and sales of parts for commercial service operations with PartsLedger, which facilitates the management of parts essential for your service tasks. By integrating ServiceTrade with PartsLedger, you can effectively handle all aspects of parts management within your service business. ServiceTrade specializes in providing software as a service (SaaS) solutions tailored for commercial service contractors. These contractors benefit from ServiceTrade’s mobile and online platforms, which allow them to enhance their service processes, increase sales, and foster customer engagement, leading to impressive revenue growth that averages over 23% annually. Since its inception in 2012 in Durham, NC, ServiceTrade has gained the trust of over 800 commercial contractors to optimize their service operations. Our commitment lies in challenging both ourselves and our clients, encouraging transformation and advancement within the commercial service industry. This relentless pursuit of improvement not only benefits contractors but also elevates the entire market as we strive for excellence together. -
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Polaris PSA
Polaris
$29 per monthPolaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape. -
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Polaris PPM
Polaris
$29 per monthThe Polaris project and portfolio management (PPM) solution provides a comprehensive overview of your projects, encompassing timelines, resources, costs, and more. With Polaris MissionControl, you can visualize your organization's strategic goals through an overarching perspective of your project portfolio. Tailored to suit your specific role, it functions on a unified data platform, eliminating data silos and fostering collaboration among teams. Establish your framework and methodologies for overseeing projects, resources, and portfolios effectively. You can also define risk and strategy scores to assist in prioritizing your portfolio. Standardize processes, formats, data, and workflows across the organization with ease, ensuring that everyone is aligned for consistent execution and growth. Organize your projects into portfolios as your business tracks them using our PPM tool, while also being able to set any needed attributes and metrics. Manage delivery, costs, resources, and priorities transparently, ultimately enhancing the performance of your portfolio. This holistic approach not only streamlines project management but also drives organizational success forward. -
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BestCPQ
BestCPQ
$7,800 per yearBestCPQ software is a valuable tool for Salesforce users, enabling companies to generate highly customized quotes that adhere to intricate product, pricing, and business regulations, allowing sales teams to efficiently close larger deals. Designed for organizations that handle complex products, services, and distribution channels, it enhances the capabilities of Salesforce CRM. One of the standout features of BestCPQ is its seamless synchronization with your ERP system, providing sales teams with instant access to essential information. This integration eliminates the need for duplicate data entry, streamlining processes significantly. Furthermore, closed and won orders can initiate workflows in the ERP, leading to a more efficient operation. BestCPQ utilizes commercial SYNC to facilitate a cohesive relationship between front office and back-office functions. With real-time access to detailed product configurations, pricing, and business rules, sales representatives and partners can swiftly and accurately generate quotes, reducing errors and driving improved business results. This efficiency not only accelerates the sales process but also fosters stronger partnerships and customer satisfaction. -
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Green Project
Green Project
To get started with your Green Project dashboard, simply answer a few straightforward questions regarding your organizational structure and activities, and we will have it ready for you within a week. Our team will routinely gather data from your utility services and financial accounting systems, managing all necessary data cleansing and processing internally. You can easily access your dashboard to monitor your data and observe your progress in real-time. By navigating to the reports tab, you will be able to review, export, and share insights related to your ESG performance. We will automatically populate your data and address any additional inquiries using our customized reporting templates designed for frameworks such as CDP, ILPA, SFDR, and others. The reports we provide will be audit-ready, utilizing Green Project's proprietary methodology that has been evaluated and certified by industry leaders. Our comprehensive approach to auditing scope 1-3 emissions adheres fully to the GHG protocol, ensuring reliability. With secure API connections to over 12,000 utility providers and compatibility with all major financial accounting software, you will receive reports that are not only instantly generated but also ready for submission to all significant ESG frameworks. Furthermore, this streamlined process will enhance your ability to maintain compliance and improve your sustainability initiatives effectively. -
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CHERRY
CHERRY
$2.50 per transactionCHERRY is a B2B payment processing solution that seamlessly integrates with existing accounting software like QuickBooks and connects with banking payment platforms, enhancing automation and removing manual tasks for the payer, bank, and payee. By automating payments, CHERRY ensures that transaction-related data is instantly synchronized from the accounting software to the intended recipient, effectively removing the need for redundant data entry and optimizing transaction approval workflows within the current accounting system. When a payment is recorded in the accounting software, the CHERRY platform generates a vCheck™ (virtual check) which can be digitally reviewed and approved before being sent for processing by the user's bank. The traditional approach to digital payments starts outside of accounting applications, leading to accounting issues due to a manual process that is often cumbersome and susceptible to errors from duplicate entries. With CHERRY, users can complete payments directly within their accounting application, significantly enhancing efficiency and reducing the risk of mistakes. This innovative solution not only simplifies the payment process but also ensures a smoother financial management experience overall. -
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Netwalk
Gap Multimedia Milano
50 EUR /Month / User From the stages of booking and scouting to the realms of accounting and management, Netwalk seamlessly integrates all essential information, enabling you to make informed decisions efficiently. By streamlining your business operations, Netwalk helps reduce expenses, save valuable time, and enhance your competitive edge. This platform consolidates all relevant data into a single scheduled event, providing maximum flexibility. Everything is interconnected, allowing for better organization of all specific details regarding each participant, ensuring that no important information is overlooked or hard to retrieve. You can effortlessly coordinate models' flights, arrivals, and departures alongside their accommodation options, whether they be hotels, apartments, or individual rooms, as well as manage drivers' schedules. All of this information is readily accessible in the model's chart, complete with vital contact details. Additionally, uploading pictures and videos is a breeze; Netwalk automatically scales and categorizes them, facilitating the swift creation of e-portfolios for individual models or groups, enhancing your presentation capabilities. This comprehensive approach not only simplifies your workflow but also enriches your overall operational efficiency. -
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BOSCO
BOSCO
BOSCO™ leverages your data alongside our innovative AI technology to pinpoint the most effective areas for allocating your marketing budget, ensuring optimal results. By integrating your internal marketing information with sophisticated algorithmic models, BOSCO™ generates customized reporting dashboards. The platform's user-friendly interface acts as a consolidated source of truth, empowering marketing professionals to enhance their digital spending strategies through data-informed insights. With our distinctive BOSCO™ Index feature, we assess your domain's performance relative to key competitors within your sector. The BOSCO Index™ quantifies your online presence and evaluates how well you are performing in both organic and paid media investments. Built upon reliable data sourced from reputable third-party domains and historical digital interactions, BOSCO™ focuses not on the size of your marketing budget but on your ability to optimize online visibility through paid and organic search strategies. Additionally, BOSCO™ identifies and ranks ten competitors in your market, providing valuable insights into competitive positioning. Ultimately, this comprehensive analysis helps marketers adapt their strategies to achieve superior results in a dynamic digital landscape. -
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CorralData
CorralData
$200/month CorralData is an AI-powered, full service platform that radically streamlines analyzing and unifying data from multiple sources. With CorralData, you can access an on-call human data team and industry-leading AI tools to fuel remarkable, data-driven results easily and cost-effectively. No coding, SQL, or engineering resources required. Looking to streamline your data sources? With over 450 pre-built data connectors, we help you unify your datasets easily. Our top-tier, U.S.-based support team will guide you every step of the way. Then, chat with your data using natural language AI queries to begin instantly and securely unlocking powerful data insights. Or work directly with our human data team to generate the insight you need. The platform includes everything you need to start using data to drive results in one simple, month-to-month subscription—stunning data visualization tools, built-in chat, custom reporting, and access to human experts. Schedule a free demo or start a free trial and see how simple and easy AI-powered data analysis can be. -
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Autymate
Autymate
Our one-time, no-code integration solutions are compatible with over 200 of the leading platforms worldwide. Whether it's HR, payroll, or managing customer and vendor relationships, you can effortlessly connect all aspects of your business without any manual effort. We designed our interface to be so user-friendly that it feels as if you are automating processes directly within QuickBooks. By integrating QuickBooks with your accounting systems, you can remove tedious data entry tasks and enhance your team's efficiency significantly. This approach makes accounting a breeze for franchise operations. By utilizing a white-labeled accounting automation application, you can not only stay ahead of the competition but also foster longer customer relationships. Connect even the most intricate systems of your enterprise through a streamlined workflow, automating all the routine tasks in between. Your accountants will appreciate the opportunity to engage in more meaningful work that drives greater impact for the business. Ultimately, this empowers your team to focus on what truly matters, enhancing overall productivity and job satisfaction. -
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Suppli
Suppli
A payment solution tailored for suppliers in the construction industry, Suppli streamlines your payment processes, enhances customer connections, and accelerates your cash flow. Leading suppliers leverage Suppli to foster deeper, more enduring relationships with their construction materials clientele. Designed to fit seamlessly into your customers' environments, payments can be processed from job sites to offices. You can receive payments through text, email, or an online portal with just a single click. Suppli offers around-the-clock account access categorized by project, customizable payment options, and automated lien waiver requests to simplify management. It accommodates all payment types, including credit cards, ACH transfers, and checks, allowing you to create payment plans, P2Ps, and deposits effortlessly. This platform replaces tedious manual tasks such as emails, phone calls, and sticky notes with personalized automated reminders. With Suppli, you can minimize risk by gaining a real-time insight into your accounts receivable portfolio, complete with comprehensive reporting and tracking of collection activities. Moreover, you can boost your profit margins by as much as 4% by eliminating card processing fees, making Suppli an essential tool for any construction supplier looking to enhance their financial efficiency. Embracing this innovative solution not only simplifies transactions but also empowers you to focus on growing your business. -
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Lofti
Lofti
£1.20 per tenancy per monthProperty Management Software for the Managed and Letting. Effective workflows to manage your lettings and property operations from start to finish. -
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Mazlo
Mazlo
$0Mazlo, a fintech firm, specializes in tailored banking solutions designed for nonprofits and fiscal sponsoring organizations. Our mission is empower organizations to efficiently manage finances and achieve their financial goals through exceptional customer service, advanced technology and innovative banking tools. Mazlo streamlines your financial operations by offering essential banking services. It also offers donor and vendor management and simple accounting software designed for nonprofits. Mazlo's fund accounting solution creates separate bank account for each project. This ensures a clear separation between funds and compliance with regulatory requirements. This approach reduces manual work and errors, allowing organizations to focus on their missions. -
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Koverly
Koverly
Koverly guarantees timely bill payments, allowing you to select the optimal payment method for your business during the checkout process. Effortlessly make global online payments in over 100 currencies, benefiting from competitive exchange rates and full visibility of your international transactions. You can transfer funds to nearly any country, checking live exchange rates for popular currency pairs along the way. Your vendor receives payment immediately, while you have 30 days to settle the amount. By setting up a KoverlyPay account, you can access a portion of your line to delay foreign exchange payments for an additional 30 days without incurring interest or fees. Koverly ensures your vendor is paid instantly and locks in your exchange rate for added security. Additionally, you can divide payments into manageable installments over 4, 8, or 12 weeks by opting for KoverlyPay at checkout. Koverly follows stringent security and compliance protocols to protect your business payments and personal data, ensuring they remain encrypted and secure consistently. Regular training and certifications for staff regarding security, compliance, and privacy further reinforce Koverly's commitment to safeguarding your financial transactions. This comprehensive approach ensures that your business remains protected and operates smoothly in an increasingly global marketplace. -
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SaaSGrid
SaaSGrid
$5,000 per yearOur cutting-edge approach monitors over 60 SaaS metrics such as ARR, bookings, net dollar retention, and burn multiple, ensuring you’ll never have to fret about miscalculations again. You can segment your customer base and modify your calculation settings to reveal essential trends within your organization. Sharing tailored dashboards becomes a breeze, allowing for strategic discussions with internal teams or providing investors with a concise overview of your company’s performance. Additionally, you can effortlessly synchronize your crucial data from existing systems, consolidating bookings, billings, expenses, and operational plans into one comprehensive location for a truly integrated perspective on your business. This seamless integration empowers you to make informed decisions based on accurate and readily accessible data. -
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PathQuest BI
PathQuest Solutions
$29.99 per companyPathQuest®, 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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Visdum
Visdum
Create and automate a sales compensation plan that is tailored to your SaaS needs, rewarding the metrics that are important. Simple, clean data and accurate payouts will help you make smart business decisions. Automated and spreadsheet-free calculations will help you achieve higher productivity and sales performance. Create fair and effective comp plans that are based on changing business needs to motivate your team. Real-time 360-degree breakdown of your sales commissions. Unlock your true earning potential. Integrate any data source with just a few mouse clicks while maintaining data integrity. You can sync data automatically with real-time synchronization or create a schedule. Get all your data in real-time, without downloading endless reports. Save hundreds of time as your data is automatically synced with your ERP or CRM. This ensures data hygiene. Reminders sent to your system to ensure that commission structures are up-to date. -
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Truto
Truto
$125 per monthTruto is designed from the outset to be declarative. Users can easily add new integrations and customize existing Unified APIs that we offer. You can explore the product freely without needing to use your real accounts, as we provide sandbox accounts for all supported integrations. We are committed to creating the best developer experience by crafting SDKs with care. It's often frustrating when there's a discrepancy between APIs and their documentation, and we aim to bridge that gap. Additionally, Truto allows you to select where your data is stored, offering flexibility to push information from third-party APIs straight into your database. We also support vector databases, enhancing your data management capabilities. With self-hosting options available, you can ensure that your data remains securely within your virtual private cloud. Moreover, our advanced user management features enable precise control over team member access, ensuring a tailored experience for your organization. This combination of flexibility and control makes Truto an invaluable tool for developers. -
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Agave
Agave
$500 per monthThe Agave API provides a consolidated interface for accessing and managing data from various software solutions that are frequently utilized in the construction and field services sectors. Our integration capabilities encompass a range of applications related to project management, scheduling, finance, document storage, and beyond. By implementing these integrations, companies can enhance their sales potential and improve customer loyalty. Nonetheless, the construction technology landscape is often fragmented and compartmentalized, making the development and upkeep of integrations a challenging task. Integrating with a single system can take several months, and the ongoing monitoring and maintenance of these connections may consume hours each week. Agave streamlines this process by enabling users to interact with multiple systems of record within the construction industry, thereby facilitating sales growth and customer retention. Our unified API allows for seamless data exchange from various source systems, which users authorize your application to access, simplifying the integration experience significantly. This efficiency not only saves time but also helps businesses adapt more quickly to changing technology needs. -
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AvSight
AvSight
$114 per monthOur comprehensive platform boasts exceptional security, an intuitive interface, and numerous time-saving automation features. AvSight was specifically created to cater to the unique requirements of the aviation aftermarket. By simplifying even the most intricate tasks, our platform not only saves you valuable time and resources but also enhances communication and provides real-time insights into your operations. Discover how effortless processes can become with the right software solution. At AvSight, we understand that effectively managing customer information, reducing repetitive tasks, and ensuring accurate quotes directly contributes to increased revenue. Sifting through large volumes of RFQs can lead to overlooking your prime opportunities. With Quote 360, you can access all your RFQs in one central location while automatically ranking your best opportunities based on criteria that matter most to your team. Access customer information, generate quotes, and monitor dashboards seamlessly while on the move. The mobile-first design of AvSight ensures you remain updated and connected, even while traveling. Embracing this technology not only enhances efficiency but also empowers your team to make strategic decisions effortlessly. -
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HubiFi
HubiFi
$1,900 per monthWe assist you in automating your financial data, equipping you with insightful financial intelligence that drives decisions. HubiFi’s fully automated accounting processes and ongoing reconciliations, seamlessly linked with your existing tools, enable you to wrap up an accounting period in mere hours rather than weeks. Compatible with the leading accounting software, ERPs, and CRMs, our solution ensures a complete audit trail and lineage from the summary reports down to operational records, capturing all changes throughout the process. You'll never again encounter the phrase “data needs to settle.” With real-time insights into your company's financial health, finance leaders can capitalize on growth and revenue opportunities rather than merely catching up. Moreover, you remain compliant with GAAP standards throughout this process. You can delve into detailed data and address inquiries instantly, while also generating financial reports in real-time. With features for intra-month monitoring and alert notifications, our platform integrates with a variety of financial and operational systems, as well as numerous data sources, ensuring a comprehensive financial management experience. This integration not only streamlines your accounting practices but also enhances overall business efficiency and decision-making capabilities. -
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Rivur
Rivur
$495/project Spend less time checking numbers and more time getting your project built. Rivur was built specifically for commercial real estate. We ensure that your team gathers and records all the documents necessary to keep projects on track. Rivur automates and enforces business rules, ensuring that approvals and other requirements will be properly managed and recorded. Ensure that your project is compliant with any partnership or lender obligations. -
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Trace Headcount
Trace
$2 per monthSave countless hours across finance, talent acquisition, human resources, and management while enhancing operational excellence in the management of your most valuable asset: your workforce. Effective headcount management requires collaboration from the inception of a role through hiring, updates, terminations, and backfills, making it a true team effort. Trace serves as the central platform that aligns everyone towards a unified objective, allowing for streamlined annual planning and forecasting that fosters increased collaboration and control. Share crucial analytics effortlessly, eliminating the hassle of reconciling spreadsheets. Gain insights into hiring strategies and ensure that all positions are properly authorized for recruitment. Say goodbye to cumbersome manual hiring trackers and engage comprehensively in organizational design. Additionally, you can gain clarity on financial limitations, utilizing positions for managing internal mobility and planning for succession. Strengthen partnerships with all stakeholders involved, while also securing self-service access to your budgets and hiring strategies. Visualize prospective organizational structures and access analytics tailored to your team, ensuring that you are always well-informed and prepared for future developments. This holistic approach not only simplifies processes but also empowers your organization to achieve its strategic goals effectively. -
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HubSpot Customer Platform
HubSpot
FreeHubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow. -
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Sudozi
Sudozi
$2000 per monthIntacctStreamline the request process by utilizing a single form, automate tailored workflows that work seamlessly with Slack, and remove the hassle of manually updating stakeholders. Sudozi equips your team with transparent workflows and essential vendor information to foster alignment with profitability objectives while integrating with key systems to act as the centralized layer for spending orchestration. By incorporating data into the procurement workflow, Sudozi provides unparalleled visibility into processes, enabling informed decision-making and connecting with various tools and spreadsheets. It consolidates the entire procurement operation along with vital budgeting and spending information, allowing you to regain control over expenditures. Employees often find the spending process to be opaque, leading to inconsistent requests, unauthorized spending, and budget overruns. With Sudozi, you can navigate users through the request journey using a straightforward entry point, which empowers you to mitigate risks, curb unauthorized spending, and maintain budgetary discipline effectively. Additionally, this solution enhances collaboration between teams, making it easier to track and manage procurement activities. -
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ConeRQ
ConeRQ
ConeRQ offers a tailored field management software solution designed for seamless fleet management and job handling from start to finish in real time. This intuitive platform is accessible on any mobile device, making it ideal for users on the move, as it is specifically designed for road use. Additionally, ConeRQ provides customization options to align its features with your business's unique requirements, such as integrating with accounting, payroll, or invoicing systems. "This system - how it operates and its adaptability to our needs - is remarkable. It has allowed us to double our job completion rate." - Highway Safety Management If your existing field management solution is sluggish and you're eager to accelerate your operations, we would be thrilled to connect with you! Embrace the opportunity to transform your business efficiency with ConeRQ. -
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Aleph
Aleph
Aleph is a finance platform designed for AI, facilitating financial planning and analysis by merging data consolidation, spreadsheets, dashboards, and intelligent automation to enhance finance processes. It seamlessly integrates with over 150 systems, including ERP, HRIS/ATS, CRM, and various databases, utilizing no-code solutions to ensure real-time data synchronization. The platform adeptly transforms raw data through mapping, table combinations, and applying specific calculations, while securely storing essential metrics. Users can access Aleph via a web interface, complemented by spreadsheet add-ins that allow for the preservation of existing models, all while leveraging more accurate and live data. With features like dashboards and drill-down capabilities, it enables users to identify variances, expedite reporting and closing procedures, engage in forecasting and budget planning, model various scenarios, manage headcount effectively, and share visualized metrics across teams. Additionally, it incorporates robust security measures (SOC 2 Type II) and compliance features, ensuring clients receive immediate value from the platform; many report achieving operational readiness and generating reports within just a few days or weeks after implementation. This rapid onboarding and user-friendly design make Aleph an appealing choice for organizations looking to optimize their finance workflows. -
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CData Connect AI
CData
CData's artificial intelligence solution revolves around Connect AI, which offers AI-enhanced connectivity features that enable real-time, governed access to enterprise data without transferring it from the original systems. Connect AI operates on a managed Model Context Protocol (MCP) platform, allowing AI assistants, agents, copilots, and embedded AI applications to directly access and query over 300 data sources, including CRM, ERP, databases, and APIs, while fully comprehending the semantics and relationships of the data. The platform guarantees the enforcement of source system authentication, adheres to existing role-based permissions, and ensures that AI operations—both reading and writing—comply with governance and auditing standards. Furthermore, it facilitates capabilities such as query pushdown, parallel paging, bulk read/write functions, and streaming for extensive datasets, in addition to enabling cross-source reasoning through a cohesive semantic layer. Moreover, CData's "Talk to your Data" feature synergizes with its Virtuality offering, permitting users to engage in conversational interactions to retrieve BI insights and generate reports efficiently. This integration not only enhances user experience but also streamlines data accessibility across the enterprise. -
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servis.ai
servis.ai
$75 per monthservis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively. -
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Everest
Everest
Everest ERP is a cutting-edge enterprise resource planning platform designed specifically to replace outdated systems, enhance operational efficiency, and support contemporary subscription- and usage-based business models. It provides real-time capabilities for order-to-cash processes, revenue recognition, and multi-entity consolidation, offering finance and operations teams comprehensive visibility over invoicing, contracts, cloud-related expenses, personnel costs, and adherence to global regulatory requirements. By integrating essential functions such as asset management, human resources cost tracking, and cloud cost management, Everest eliminates the need for spreadsheets and disparate systems, effectively merging workflow routing, depreciation, payroll, headcount management, and expenditure tracking into a single cohesive platform. The AI-centric design of Everest includes both pre-built and customizable agents that users can define using natural language, and it features a Live Sandbox environment that allows organizations to test modifications in a secure space before they go live. This innovative approach not only simplifies complex operations but also empowers businesses to adapt quickly in a rapidly changing market. -
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CollectLean
CollectLean
$49/month CollectLean is an innovative accounts receivable automation solution tailored specifically for small and medium-sized businesses and agencies. Finance departments typically spend between 10 to 15 hours each week on the tedious task of following up on overdue payments. CollectLean addresses this issue by fully automating the follow-up process, allowing teams to focus on more strategic initiatives. Highlighted Features: - Multi-channel Workflows: Set up intelligent sequences that dispatch reminders via email, SMS, and phone calls based on how long invoices are overdue. - Deep Integrations: Seamlessly connect with financial platforms such as QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe. - Promise-to-Pay Tracking: Record customer payment commitments ("I'll pay by Friday") and receive automated notifications if they fail to uphold them. - Dispute Management: Streamline communication regarding disputed invoices to expedite the resolution of payment issues. With a setup time of less than one week and the potential for immediate return on investment, it’s time to stop playing the "bad cop" and let automation take care of your collection efforts. Embrace the efficiency that CollectLean brings to your financial operations. -
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GarageHive
GarageHive
$194.06 per monthGarage Hive is an all-encompassing, cloud-based solution designed for garage management, aimed at assisting automotive repair shops and multi-location garages in optimizing their workshop operations, enhancing customer experiences, and unifying essential business functions into a single platform. This system offers features such as live work diaries, job scheduling, checklists, and inventory management that can be accessed through desktops, tablets, and mobile devices. It also facilitates online bookings that sync with the live schedule and sends automated confirmation messages, along with allowing customers to authorize estimates online, complete with photos and detailed descriptions. Additionally, Garage Hive takes care of reminders for MOTs, services, and other maintenance milestones, while also providing functionalities like MOT history checks and electronic vehicle health assessments. The platform seamlessly integrates accounting tools with built-in bookkeeping capabilities alongside external services like Sage, Xero, and QuickBooks, and boasts robust custom reporting and business intelligence features, tracking key performance indicators such as average invoice value and gross profit. Ultimately, Garage Hive serves as a vital resource for garages looking to enhance their productivity and operational efficiency. -
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Vergo
Vergo
$5 per monthVergo is an AI-enhanced, cloud-based financial platform designed for construction firms to automate their project accounting processes effortlessly. It achieves this by capturing and categorizing credit card transactions, receipts, and expenses in real-time while automatically matching receipts to corporate card transactions. The platform streamlines accounts payable invoice entry and approval workflows, syncing all spending data directly with prominent construction ERP systems such as Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, and QuickBooks, allowing teams to expedite their financial closing processes and minimize manual efforts. Additionally, it offers features like mobile receipt capture, AI-driven customizable job cost tagging, approval routing, and duplicate detection. With real-time analytics on project expenditures and billing discrepancies, Vergo provides configurable controls to mitigate data entry mistakes, ensuring that both field and office staff have an easy-to-use interface for tracking transactions, managing reimbursements, and obtaining meaningful financial insights. This comprehensive solution ultimately empowers construction businesses to enhance efficiency and make informed financial decisions. -
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Motileo
Motileo
€25 per monthMotileo is an innovative platform focused on enhancing sales performance and fostering team engagement through gamification, which reimagines routine business activities and key performance indicators (KPIs) as engaging and competitive experiences aimed at boosting productivity and outcomes. By integrating seamlessly with existing tools like CRM systems, it automatically gathers essential performance metrics such as calls made, meetings scheduled, deals finalized, and revenue earned, transforming these figures into dynamic competitions, achievements, and progress tracking for both individuals and entire teams. Moreover, Motileo incorporates game-inspired mechanics into the work environment, recasting targets as accomplishments, milestones, and missions that lead employees toward quantifiable results while maintaining their involvement in the process. Teams have the opportunity to engage in tailored competitions or direct challenges that cultivate a spirit of friendly competition and promote ongoing effort, all while automated recognition features grant participants points or coins that can be exchanged for rewards. This unique approach not only motivates employees but also enhances collaboration and camaraderie among team members, making work more enjoyable and productive. -
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Fluxx Grantmaker
Fluxx
Fluxx Grantmaker is built uniquely for philanthropists by philanthropists. We understand you painpoints and challenges because most of us have been in your shoes and our system was built for one purpose only: help you better manage your grants so you can create even more impact. With Grantmaker you will be able to cut significant grant admin work by creating the workflows that meet your specific needs and compliance requirements with unlimited branches and variations, automating notifications, reminders even some validation steps, automatically creating grant agreements and amendments and more. Our unique interface lets you choose what to surface so each user only the information they need, whether it is a list of actions for a grant admin, an application to approve for a reviewer, documents to provide for a grantee or an overview of grant activities for an executive, creating efficiency and transparency across the organization. Get connected with your peers in the Fluxx community! A vibrant and growing network of hundreds of grant professionals who share tips, tricks best practices and innovative ideas. -
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QCommission
CellarStone
$17.00/month/ user CellarStone's QCommission software is cloud-based and on site for sales commissions. QCommission is a powerful cloud-based and on-premises sales commission software that allows compensation administrators to quickly and accurately calculate salespeople's compensation. It includes tiered rates, flat rates/amounts and quota-based rates. QCommission can be used as a standalone application or integrated with SugarCRM Salesforce, Oracle Fusion Sage, QuickBooks, Microsoft Dynamics, Sage, and other solutions. -
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SutiAP
SutiSoft
Streamline your procure-to-pay workflows and eliminate paper with SutiAP, a comprehensive accounts payable solution. This software automates the entire invoice-to-payment cycle, enabling companies to reduce both time and costs associated with manual tasks like invoice capture, matching, approval, and payments. Additionally, SutiAP provides advanced analytics that enhance visibility into spending, allowing for better financial decisions. By adopting this technology, businesses can not only improve efficiency but also gain valuable insights into their financial operations. -
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FinQuery
FinQuery
FinQuery (formerly LeaseQuery) simplifies complex accounting operations by automating the flow of financial data from source documents to subledger. The platform unifies lease accounting, contract management, and prepaid and accrual accounting within a single, audit-ready system—cutting manual work by up to 80%. Designed to ensure compliance with FRS 102, ASC 842, IFRS 16, and related standards, FinQuery enables users to generate amortization schedules, journal entries, and disclosure reports in minutes. Its centralized document repository and automated abstraction tools eliminate errors while giving teams full visibility across leases, contracts, and prepaid expenses. With deep ERP integrations, real-time data validation, and AI-powered automation, FinQuery helps finance leaders accelerate close cycles and improve reporting accuracy. The platform’s managed services also allow organizations to outsource data entry, validation, and maintenance for additional flexibility. Backed by industry-leading support and a 99% customer satisfaction rate, FinQuery combines reliability, scalability, and ease of use. It’s the modern foundation for accountants seeking clarity, compliance, and control across all financial operations. -
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Zuora
Zuora
Transform your subscription service with a top-tier solution designed for efficient monetization and management. Current systems might be hindering your progress, leaving finance departments overwhelmed with spreadsheets and developers facing delays. Zuora simplifies subscription management, allowing you to swiftly adapt to evolving go-to-market strategies on a unified platform. Accelerate billing processes for high volumes of invoices while maintaining precision and accuracy. Organize customers into groups and establish automated billing schedules tailored to each group’s needs. Each time a customer alters their subscription—whether through upgrades, downgrades, or other changes—billing is inevitably affected. With the Rating Engine from the Zuora Central Platform, these prorations and calculations are automatically managed, preventing bottlenecks in your workflow. Additionally, leverage Zuora’s tax engine or connect with a third-party tax solution to ensure real-time tax calculations for every invoice processed, enhancing your operational efficiency even further. This integrated approach not only streamlines your billing operations but also improves customer satisfaction by ensuring accurate and timely invoicing. -
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Limelight
Limelight Software
Your ERP can provide real-time planning, forecasting, and reporting. Limelight, the next-generation Excel, allows data integration, collaboration, and control. All your data is in one place. Limelight connects your data and people in one location. This increases communication, makes work visible, and speeds up time to insight. You can get your forecasting and budgeting done faster, with more accuracy, and with greater collaboration from all departments. Limelight allows you to view and analyze reports in real-time, drill down into transaction details, and provide information via narratives that managers understand and can use to make informed decisions. -
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Versapay
Versapay
Versapay’s Features: Accounts Receivable Automation Cash Application Automation Payment Processing Services ERP Payment Integration Electronic Invoicing -
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ParityFactory
Advantive
Every client has unique needs and every factory operates differently; however, all of our clients discover that ParityFactory Software is a worthwhile investment, recouping its costs within a period of twelve to eighteen months thanks to the efficiencies it delivers. Whether you are engaged in manufacturing, co-packing, or a combination of both, and regardless of whether your orders come through Shopify, EDI, or a mix of various platforms, our software is specifically designed to cater to your requirements. We take great pride in not just providing our software, but in offering a concrete solution that enhances the operations of your factory floor. It's our pleasure to affirm that no other lot tracing software matches the efficiency of ours when it comes to automating traceability for food and beverage manufacturers. With the help of integrated scanners and printers, comprehensive lot tracing is just a click away. You can dynamically produce finished goods and generate ingredient pick-lists effortlessly. Additionally, our software provides real-time visibility into the status of goods throughout the production process and allows you to account for items during various work-in-progress stages, contributing to your overall inventory management. Our features extend from yield tracking to catchweight production scheduling and recipe management, all designed to streamline your operations even further. -
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Acumatica's Migration Manager serves as a versatile tool for integration, data migration, and conversion solutions. This software assists organizations in seamlessly transitioning from various ERPs like Microsoft Dynamics, Sage, or QuickBooks to Acumatica. By utilizing Migration Manager, businesses can save both time and resources, while simplifying the complexities involved in mapping and converting data into the Acumatica framework. Furthermore, it significantly decreases the financial costs and intricacies associated with migrating financial data to Acumatica. The tool also facilitates the implementation of Acumatica as a comprehensive platform for corporate consolidations and reporting. Additionally, it allows for integrations with external systems, such as payroll processing, ensuring that detailed information remains accessible without being disclosed in Acumatica's native General Ledger. Overall, Migration Manager provides a streamlined approach, making the transition process more efficient for organizations.
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B2BGateway EDI
B2BGateway
Fully-managed EDI & API data connectivity Automate the exchange any business documents, such as purchase orders and invoices, inventory updates, advance shipping notices, and inventory updates. - Reduce costs associated with manual data entry errors and increase profitability B2BGateway provides the support, tools, and ongoing maintenance needed to be EDI compliant for any trading partner.