Xero Integrations

Agicap empowers you to prioritize essential tasks like analysis and decision-making by centralizing your cash flows and automating routine activities. You can create a cash flow forecast while tracking the progress toward your financial goals. By linking your bank accounts and business tools, you can visualize your cash position effectively. Enhance your overall productivity through a streamlined, automated, and unified cash management approach. Utilize a comprehensive collaborative platform to bring together all your data seamlessly. You can anticipate cash flow at both the consolidated and individual entity levels with ease. Effortlessly consolidate and keep track of your cash flow across various banks, entities, and business tools. Establish automated cash forecasts and examine different scenarios for better planning. Design customized dashboards to elevate your analysis and reporting capabilities. Allow Agicap to automatically sort your banking transactions for efficiency. Keep track of discrepancies between actual figures and forecasts in real-time to ensure accuracy. By building a trustworthy forecast, you can make well-informed decisions promptly, ultimately leading to enhanced financial health for your organization. This level of insight into your cash management can significantly contribute to strategic planning and resource allocation.

Wave farewell to the constant demands for customization and the headaches associated with SQL queries. You can now create stunning dashboards that highlight your data in less time than it takes to brew a cup of coffee. Our SDKs offer unparalleled flexibility for intelligent data management, complete with extensive features and smooth integration capabilities. With our user-friendly no-code widget, you can easily design integrated dashboards and compelling data visualizations. Choose to integrate smoothly with our developer-friendly SDKs or build directly on our versatile platform. With a strong commitment to data privacy, our tools ensure your information remains secure within your systems. By harnessing the power of AI, you can effortlessly generate unique dashboards and data visualizations simply by providing a prompt, transforming the way you interact with your data. This innovative approach allows for a more streamlined and efficient workflow, making data presentation easier than ever before.

Conduit transforms the way agencies and businesses manage their marketing data with its AI-powered data analyst platform. It eliminates the need for messy, error-prone spreadsheets by centralizing multi-account data from CRMs, ad platforms, and campaign plans into a single source of truth. The platform empowers teams to generate real-time insights, create custom dashboards, and streamline reporting without technical expertise. Agencies using Conduit report saving 30% of team time while achieving more accurate results and cutting wasted ad spend by 10%. With features like automated ETL, seamless Google Sheets integration, and ready-to-use templates, Conduit adapts to any workflow. Real client success stories highlight results such as $1.2M in new revenue, $1M in cost savings, and ROI as high as 370x. Conduit isn’t just about efficiency—it’s about freeing teams to focus on creativity, strategy, and client growth. Trusted by brands like Hulu, Coca-Cola, and 200,000+ professionals worldwide, Conduit powers the future of data-driven marketing.

Elba represents the quintessential solution for fortifying your team's daily operations. It provides the capability to scan, monitor, and effectively address vulnerabilities across a large scale. The security of your organization is significantly enhanced through our collaborative methodology. Identify all sensitive information shared externally to mitigate risks associated with data loss. With employee context, potential alerts can be automatically resolved, streamlining the remediation process. Gain comprehensive visibility into all SaaS applications utilized within your organization. Eliminate unused, non-compliant, and high-risk applications to maintain a secure environment. By reducing phishing threats by 99%, we encourage your team to enable MFA on all SaaS platforms. From the very first day, we offer a pleasant learning experience to educate your staff. Throughout their entire journey, Elba guarantees that your team remains informed and trained on the most recent internal policy mandates. We cover essential security guidelines, including GDPR and SOC2, ensuring your compliance needs are met. Our tailored approach to automated phishing significantly minimizes risks, and you can track your team's improvements over time to measure their development. Additionally, we make it easy for organizations to foster a culture of security awareness that continually evolves.

Global commerce goes beyond mere inexpensive transactions and flashy metal cards, yet emerging companies often find themselves unable to access the tools that give larger firms a competitive advantage. Who wouldn't want to effectively plan and oversee future cash flows, streamline payment processes, or enhance financial risk management? Our mission is to transform this landscape by offering user-friendly and affordable treasury solutions for everyone. Say goodbye to tedious RFPs and complex integration efforts; simply connect your system and explore the modules that best fit your needs. While nearly every major corporation actively manages its global cash flows, HedgeFlows empowers small and medium-sized enterprises to do the same without incurring hefty setup or operational costs. Enjoy reduced foreign exchange fees and gain the clarity you need with your quick payments and pre-booking expenses, ultimately leveling the playing field for all businesses. By democratizing access to these financial tools, we aim to foster a more equitable environment for growth and innovation.

Better Reports provides immediate access to your information, enabling you to make more informed choices. You can select from a vast array of built-in reports and metrics tailored for each connector. Dive deeper into your data by crafting personalized reports with pivot tables or engaging visual charts. Set up automated schedules for daily, weekly, or monthly report deliveries straight to your inbox or Google Sheets. You can segment and filter using any field, as each connector leverages all available APIs to display every entity and field. The BRQL syntax has been specifically crafted for optimal reporting and analytics. Once you create your custom metrics, you can effortlessly reuse them across various reports. Additionally, you can establish distinct spaces for each team, while implementing detailed permissions for every member, ensuring everyone has the right access. This comprehensive approach guarantees that your reporting needs are met while fostering collaboration among different teams.

ConnectFSM enables businesses in your sector to achieve their full potential. Our solution frees management and administrative staff from the paperwork associated with service and engineering team management. This allows your team more time to focus on activities that increase productivity and profitability. A subscription is required to access ConnectFSM. Visit our website for more information or to subscribe.

HitPay POS provides a comprehensive solution for running your business effectively. You can synchronize products between your online and offline sales channels, oversee an unlimited number of locations, and automate various operational tasks. The pricing model is straightforward, relying on a pay-per-transaction system with no hidden setup or subscription fees. Getting started is quick and easy; your first sale can be completed in just a few clicks through HitPay's online store. Launching an online business is made simple with HitPay’s user-friendly platform, which offers a seamless setup process, attractive design options, and intelligent features aimed at facilitating growth. Additionally, managing subscription plans and memberships is a breeze with HitPay’s recurring billing system, which allows you to establish billing cycles and automate collections, ensuring you receive payments more swiftly. With your HitPay account, you can take advantage of top-tier billing and subscription management capabilities at no extra cost, making it a valuable tool for entrepreneurs looking to streamline their operations. Furthermore, the platform provides ongoing support to help you navigate any challenges as your business expands.

Numeric empowers teams to efficiently manage their close process, optimize reconciliations, and utilize AI for automated flux analysis and rapid reporting. By centralizing and refining the month-end close, teams can take advantage of recurring workflows and collaborative tools. Designed for speed, Numeric enables users to operate at an accelerated pace. Enhance your month-end close with automation and workflows that prioritize efficiency and oversight. Manage every aspect of your close from a single interface, encompassing journal entries, reconciliations, flux analysis, review notes, tasks, and subtasks. You can schedule recurring tasks at various intervals—monthly, quarterly, annually, or even on a personalized timeline—ensuring you have the appropriate checklist when needed. All comments can be viewed and addressed, and updates as well as reviews can be conducted from one centralized platform. Additionally, leverage rich-text procedures and pinned links to meticulously document every detail, consolidating all pertinent information in one convenient location. This comprehensive approach not only enhances organization but also fosters clearer communication among team members.

GATHER.nexus, a financial accounting and reporting software, is designed to consolidate and report on financial data. It's a platform designed for Finance teams of multi-entity companies that use Xero or QuickBooks as their core accounting software.

Omi provides a unified platform that enables comprehensive management and oversight of your finances, contracts, and vendors, featuring straightforward onboarding and robust controls. Transform your contract and vendor management processes with ease. Omi simplifies the tracking of vendors and equips you with actionable financial insights, eliminating the need for spreadsheets. Keep all contracts organized in one location, ensuring they are consistently updated. Instantly view upcoming renewals and notifications on a single dashboard. The platform offers strong financial controls that assist in budgeting and strategic planning. Effortlessly search for and collaborate on contracts. Reduce inefficiencies and enhance your savings potential. Integrate your financial policies into each purchase and request to maintain precise control over cash flow through effective invoice reconciliation, accounting integration, and payment orchestration. Omi serves as a definitive source of truth for all your financial and operational needs. Moreover, seamlessly connect your procurement technology stack with Omi to achieve enhanced visibility and control while minimizing disruptions for your stakeholders. By doing so, you empower your organization to make more informed decisions.

Streamline your construction management with Next’s comprehensive cloud-based solutions designed specifically for the industry. By utilizing our tools, you can enhance productivity and coordination while also reducing costs and time spent on each project. We understand that many challenges faced by construction companies stem from a lack of oversight, which is why our mission is to empower these businesses with greater control over their operations. Our Project tool serves as an all-in-one solution, enabling you to oversee every facet of your daily tasks conveniently from your mobile device. Keep your essential project documents securely stored in the cloud for quick access whenever needed. Our user-friendly construction scheduling application is favored by owners, contractors, and engineers alike, ensuring that inspections, task management, and report creation are easily accessible via smartphones or tablets. Furthermore, you can efficiently capture and disseminate critical information in real time directly from the job site. With Next, the future of construction management is at your fingertips.

We 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.

Unify orders, products, customers, inventory, and additional elements seamlessly. Your platforms are interconnected using the APIcenter wizard, allowing you to modify settings, create custom mappings, verify data, and refine until it meets your standards. Input the API credentials from both systems and choose which data to sync, followed by testing and adjustments for optimal results. Each partner focuses on specific application areas and has received thorough training to assist you in establishing the integration via APIcenter. Don’t allow integration hurdles to hinder your growth; leverage the finest applications anytime, anywhere. Connect your application to your current ecosystem effortlessly with APIcenter. You can either set up the integration on your own using the APIcenter wizard or seek guidance from our specialists. Whether independently or with our support, you can launch or customize your integration to meet your specific needs. The integrations are readily accessible for trial without any commitments, ensuring you find the right fit for your business requirements. With this flexibility, you can explore various possibilities that enhance your operational efficiency.

Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.

FlowMate enables incredibly efficient integration building, allowing you to deliver every integration needed by customers in just minutes, which enhances connectivity and accelerates customer satisfaction. You can rapidly improve your integration services without needing to write any code, as each new integration is automatically featured in your embedded integration center, making it instantly accessible to all users. Users can activate automation effortlessly by linking the accounts of the integrated applications, which guarantees a smooth and effective integration process. Start by implementing the most beneficial integration for your business, share links without delay, and empower your customers right away. With an external link available, you can quickly meet all integration requests from your customers. Once you establish market fit, you can easily embed this reliable system into your solution, promoting ongoing growth and ensuring high levels of customer satisfaction. This capability not only streamlines the process but also fosters a robust ecosystem for continuous improvement and innovation in service delivery.

Leverage the expertise of a fractional sales tax department to ensure consistent compliance across all 50 states, regardless of the complexities of your business operations. By letting TaxValet manage all your sales tax compliance tasks, including determining your tax obligations, handling filings, and managing audits, you can concentrate on expanding your enterprise without the burden of compliance worries. Say goodbye to anxiety over sales tax liabilities; your dedicated TaxValet team will thoroughly evaluate your business to identify your nexus responsibilities, ensuring you remain compliant and free from penalties. With our proactive approach, you can rest easy knowing that sales tax audits will no longer disrupt your peace of mind, as we work to minimize audit risks and effectively address any challenges that arise. Experience personalized service and expert advice as you navigate the complexities of sales tax with assurance, encompassing everything from nexus assessments and permit applications to audit defense and continuous assistance. Plus, unlike software solutions, we promise no surprise fees for additional transactions as your business grows, allowing you to scale with confidence.

Gaia Carbon Accounting enables organisations to accurately measure their carbon footprint and manage it, while aligning themselves with global sustainability standards. Our software is a comprehensive solution for businesses that are under increasing pressure to reduce their greenhouse gas emissions. It integrates seamlessly with other systems such as Xero NetSuite Quickbooks. Adopting Gaia carbon accounting allows organisations to improve transparency, improve their environmental performance and strengthen their position on a competitive market, where sustainability is a key factor. This can be demonstrated by using standard regulatory reporting, such as SECR and CSRD.

Every driven restaurant entrepreneur aspires to expand their brand by opening multiple locations. Achieving this goal requires a steadfast commitment to maintaining consistent operational standards and ensuring profitability throughout each establishment. Nory is designed specifically to facilitate this process. With its advanced AI capabilities, Nory analyzes your restaurant's operations to predict sales trends and optimize labor allocation and inventory management. This intelligent co-pilot guarantees that both your headquarters and restaurant teams are functioning at their highest potential. Nory seamlessly oversees the entire inventory process, from suppliers to the dining table, utilizing transformative AI technology. It also offers features like demand-driven scheduling, team onboarding, and engagement strategies. Furthermore, Nory streamlines the entire payroll process, managing everything from employee registration to payment distribution, resulting in minimal friction, reduced costs, and an enhanced experience for your staff. With a singular system overseeing all in-store operations, Nory empowers your teams to make informed operational choices consistently, reinforcing efficiency day after day. Its comprehensive integration spans from point of sale to payroll and accounting, ensuring that every aspect of your restaurant operates in harmony.

Affinda redefines intelligent document processing by enabling organizations to automate extraction workflows with unmatched speed and precision. Instead of traditional machine-learning pipelines that demand long training cycles, Affinda learns instantly from individual documents and adapts on the fly. Its AI agents can classify files, extract structured and unstructured data, apply cleansing and transformation rules, and validate outputs according to each organization’s logic. Users can connect Affinda to 400+ business applications through natural-language integration instructions, while developers can generate type-safe models and interface directly through powerful APIs. The platform enhances LLM capabilities with purpose-built components such as RAG memory, advanced OCR, reading-order intelligence, and agentic workflow orchestration. Whether processing invoices, resumes, contracts, insurance forms, or highly specialized documents, Affinda maintains industry-leading accuracy that enables straight-through processing. Enterprise customers benefit from global data centers, privacy-first infrastructure, and flexible deployment options. With consumption-based pricing and no required sales calls, onboarding is fast, transparent, and designed for rapid scaling.

Easy Employer is a cloud-driven workforce management tool aimed at simplifying and automating employee administration for companies in diverse sectors. It features a range of capabilities such as scheduling, monitoring attendance, managing timesheets, interpreting awards, and integrating payroll systems. The smart rostering functionality facilitates swift roster creation tailored to employee availability and business requirements, with features for automatic shift assignments and real-time wage predictions, promoting budget-friendly scheduling. Additionally, the time and attendance feature ensures precise tracking via biometric or mobile clocking methods, thereby eliminating discrepancies and guaranteeing accurate payroll processing. With its award interpretation engine, Easy Employer automates intricate pay calculations to ensure adherence to industry standards, significantly lowering the chances of payroll inaccuracies. Furthermore, the platform offers seamless integration with widely used payroll and accounting applications, enhancing overall operational efficiency for businesses. This comprehensive solution ultimately empowers organizations to manage their workforce more effectively while saving time and resources.

Wageloch serves as a comprehensive workforce management solution, aimed at automating processes related to rostering, staffing, and attendance tracking. It integrates effortlessly with payroll, point of sale, and accounting software such as MYOB, Xero, and Reckon, thereby minimizing administrative burdens and improving overall efficiency. The platform features an intuitive rostering interface that facilitates shift planning using a click-and-drag method along with color-coded indicators, making it easy to spot and address staffing shortages. Additionally, it supports intricate award interpretations, which are vital for precise forecasting and budgeting strategies. With various time-tracking capabilities, including geolocation and biometric clocking, the system ensures accurate monitoring of employee hours and simplifies payroll tasks. Furthermore, Wageloch HR offers a customizable framework for streamlining employee onboarding, managing data, and administering policies, while seamlessly integrating with other Wageloch solutions to create a holistic workforce management experience. This approach not only enhances productivity but also fosters better employee engagement through streamlined processes.

Canyou is a platform based in Australia that specializes in automating small business processes to enhance workflow communication and efficiency. It allows organizations to gather and manage a variety of documents, forms, licenses, and certificates in a centralized location while integrating seamlessly with existing software applications. Notable features of the platform include the ability to handle both government and custom forms, facilitate document collection, provide e-signature capabilities, conduct identity verification, track licenses and certifications, and ensure data synchronization. Canyou is compatible with popular systems like Xero, MYOB, and Deputy, which enables businesses to maintain their established payroll and time-tracking systems without interruption. By automating the gathering and syncing of vital business data, the platform transforms traditional paper-based processes into digital formats and helps keep compliance documents up to date, thereby reducing the risks associated with regulatory compliance. Additionally, it provides intelligent templates for a variety of essential tasks, including employee onboarding, client onboarding, identity verification for clients, supplier integration, team training, and much more, thereby further simplifying operational workflows. This comprehensive approach not only enhances productivity but also promotes a more organized work environment for teams.

Bidrento is a comprehensive property management software and tenant experience application that consolidates property, lease, accounting, and daily management tasks into a single user-friendly platform. By empowering landlords and property managers to oversee leases and tenant communications seamlessly while on the move, it enhances operational efficiency. With its sophisticated workflow automation and integration capabilities, Bidrento significantly boosts revenue and simplifies the expansion of real estate portfolios. Designed specifically for professional landlords and property management firms, the software features a dedicated tenant app that ensures a streamlined experience for residents. This app facilitates hassle-free tenant onboarding, enables the submission of maintenance requests, supports invoice payments, and allows the ordering of additional services, all of which contribute to improved tenant satisfaction and retention. Moreover, Bidrento serves both commercial and residential property owners and managers, providing functionalities for invoicing, payment processing, cost distribution, and real-time maintenance tracking, along with the ability to offer supplementary services—all within one adaptable and intuitive solution. Ultimately, this platform not only enhances operational capabilities but also fosters stronger relationships between property managers and tenants.

Red Technology is a UK-based ecommerce solutions provider and the developer of tradeit™, a cloud-hosted PaaS platform designed for complex B2B, retail, DTC and international commerce. Built for flexibility and scalability, tradeit™ enables organisations to launch new channels, replatform legacy systems and expand globally without compromise. Mid-market and enterprise businesses across manufacturing, distribution, retail and services use tradeit™ to manage multiple brands, regions and customer types in a single platform. Its mobile-first design ensures a seamless customer experience, while deep ERP and CRM integrations connect front-end and back-office operations. Core features include: Multi-site & multi-channel management from a single admin. Advanced B2B & B2C capabilities such as customer-specific pricing, catalogues and workflows. International commerce tools covering currencies, languages, taxation and fulfilment. Integrated CMS, PIM and marketing tools for promotions, loyalty schemes, subscriptions and email. Unified order and customer management with streamlined checkout, shipping and account services. The tradeit™ Mobile Application extends the platform with a branded, native-quality shopping experience for iOS and Android, deployed quickly via API. Rich in functionality, tradeit™ reduces reliance on third-party plug-ins, delivering greater stability, speed and scalability. Trusted by organisations with complex requirements, Red Technology helps clients drive conversions, strengthen mobile performance and achieve sustainable ecommerce growth.

Our Mission - To assist small businesses in attaining financial independence through well-defined objectives. Purpose SME Clutch is dedicated to equipping small business proprietors with essential financial knowledge and an uncomplicated framework for establishing, monitoring, and being responsible for their financial objectives, ultimately leading to success and economic liberty. The Problem A staggering 60% of sole traders, self-employed individuals, or small business owners lack financial literacy, face time constraints, and struggle to seek help. Our Solution 1. Facilitate the process of setting goals, developing habits, monitoring performance, and fostering accountability. 2. Present intricate financial information in a simplified manner using our innovative tile and grid layout. 3. Ensure seamless sharing of goals and outcomes with accountants and advisors. 4. Incorporate integration capabilities with popular accounting software platforms like QuickBooks and Xero. 5. Provide support through a structured, easily digestible course on financial fundamentals, along with in-app assistance. 6. Offer an affordable solution priced at just £10 GBP. 7. By addressing these challenges, we aim to foster a community of financially empowered small business owners who can thrive in today's competitive landscape.

RotaWiz, a client management software for NDIS, is designed to help you create and manage shifts in an efficient manner. RotaWiz software helps you grow your business and provide high-quality care to your clients. It also reduces paperwork.

Cradl AI is an innovative document processing platform that leverages artificial intelligence and requires no coding, streamlining the extraction of data from PDFs and emails for effortless integration with a range of applications. The platform features customizable AI models adept at managing intricate documents, which guarantees accurate data parsing. Additionally, Cradl AI incorporates a human-in-the-loop mechanism, empowering users to assess and refine AI-generated predictions, which ultimately increases precision over time. Its user-friendly workflow builder enables individuals to establish automation, implement personalized rules, and maintain systematic organization without the need for programming knowledge. Cradl AI also facilitates connections with widely-used tools including Excel, Google Sheets, email services, APIs, and webhooks, making it versatile across numerous platforms. Prioritizing security and compliance, the platform ensures all data is encrypted and conforms to GDPR regulations. Alongside these features, it offers valuable analytics, comprehensive reporting options, role-based access control, and complete transparency regarding data usage. As a result, Cradl AI not only streamlines document processing but also fosters a more efficient and secure data management environment.

Flowsite serves as a powerful integrations platform aimed at streamlining business operations and removing the need for manual data entry through quick, no-code integrations. It allows users to seamlessly connect a variety of applications and systems without requiring programming skills, thereby ensuring smooth data transfer between different platforms. By automating repetitive tasks, Flowsite not only alleviates the burden of manual work but also significantly reduces the chances of mistakes. The platform features a Users tab, which simplifies the process of adding or removing team members who can work together to establish integration connections and automation flows. This collaborative aspect boosts team productivity when managing integrations. With its user-friendly design and strong functionality, Flowsite is ideal for organizations aiming to improve efficiency through workflow automation and maintain uniform data across their systems. Furthermore, utilizing Flowsite empowers businesses to enhance operational efficiency and achieve higher levels of data accuracy, ultimately contributing to overall success. The platform represents a modern solution for companies seeking to keep pace with the demands of today's fast-evolving digital landscape.

Wenodo is a comprehensive digital platform built specifically for hospitality businesses such as restaurants, bars, hotels, pubs, and cafes. It combines cloud-based accounting, HR and payroll automation, workflow management, and powerful data analytics into one seamless system. Designed to enhance financial control and simplify employee management, Wenodo provides mobile-friendly tools for managing operations from anywhere. The software offers real-time reporting and dashboards that deliver actionable insights to improve decision-making and overall efficiency. Tailored to meet the unique challenges of the hospitality industry, Wenodo supports businesses of all sizes. Key Features & Benefits: Centralized employee data management Employee self-service portal Digital onboarding and document management Smart staff scheduling (Rota) Time and attendance tracking (QR code, geofencing, mobile app) Leave and absence management Integrated payroll processing Compliance management Advanced data security Mobile accessibility (iOS & Android apps) Pre-built third-party integrations

Crypto Backoffice serves as a specialized enterprise platform designed to assist businesses in navigating the complexities of cryptocurrency taxation, accounting, and compliance, effectively transforming unmanaged risks into valuable strategic advantages. This platform seamlessly combines automation for audit, tax, and accounting with sophisticated workflow and process management capabilities. With its robust monitoring for both DeFi and CeFi, users benefit from enhanced visibility into their activities through APIs and web socket connections, facilitating effortless data integration and sanitization from various exchanges and blockchain networks. Tailored for a diverse range of users including fund managers, investors, traders, auditors, and corporates, it offers integration with over 120 exchanges, 120 blockchains, and several DeFi aggregators. The platform provides various tax-lot closing methodologies, daily portfolio accounting and reconciliation, weekly deployment support, and comprehensive global technical assistance. In addition, it adeptly manages the intricate elements of cryptocurrency transactions, encompassing everything from airdrops and smart contracts to farming and staking, ensuring that users are well-equipped to handle the evolving landscape of cryptocurrency finance. Ultimately, Crypto Backoffice empowers businesses to optimize their cryptocurrency operations while minimizing risks associated with tax and regulatory compliance.

Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.

AlphaSheet transforms MS-Excel and Google Sheets into dynamic dashboards by enabling seamless integration with virtually any data source. Instead of manually downloading and compiling data from multiple applications like QuickBooks, Tally, or social media platforms, users connect their spreadsheets to live data feeds just once. With one-click refresh, hundreds of metrics and reports update instantly, streamlining business intelligence workflows. The platform empowers users to build advanced formulas, pivot tables, and charts fueled by real-time data, improving decision-making and collaboration. AlphaSheet offers strong security measures to protect sensitive information and provides around-the-clock customer support. Ideal for individual users, developers, and SaaS companies, it also offers white-label and dedicated deployment options. The solution is designed to reduce repetitive tasks and unify disparate data into a single, actionable view. Over 5,000 data enthusiasts rely on AlphaSheet to boost efficiency and insight.

Zelt serves as a holistic human capital management (HCM) solution, effectively overseeing the entire employee lifecycle within one cohesive platform. By consolidating employee information and streamlining workflows across various HR functions such as payroll, benefits, leave management, performance, and engagement, Zelt enhances operational efficiency. This platform enables organizations to centralize processes like onboarding, document management, tailored approval workflows, reminders, and adherence to regulatory standards. Additionally, it automates crucial tasks such as payroll processing, benefits enrollment, reconciliation, and payments for global contractors. Zelt also simplifies the management of time-off requests—which can include holidays, sick leave, remote work, and parental leave—by closely integrating these with payroll systems. IT operations are made more efficient through app and device management, where inactive access can be identified, and hardware can be controlled remotely. Moreover, Zelt promotes employee development by offering tools for engagement surveys, anonymous performance reviews with structured timelines, and goal-setting frameworks that align with essential results. Ultimately, Zelt not only streamlines HR functions but also enhances the overall employee experience.

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.

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.

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.

servis.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.

MasterDistiller is a comprehensive management system for distilleries, created on the open-source Odoo ERP framework, which merges specific industry modules with Odoo's fundamental business capabilities to encompass the entire process from “grain to glass.” It offers various applications designed for aspects such as production and distillation, allowing for effective tracking of costs, batch data, spirit origins, and recipe management; maturation and warehousing, which facilitate monitoring of liquids in casks and containers, along with gauging and provenance tracking; as well as vatting and bottling, focusing on the management of blending, dilution, loss calculations, and the production of finished goods. These specialized applications work in harmony with the broader Odoo business applications, including inventory management, CRM, sales orders, procurement, manufacturing, and accounting, to streamline operations, minimize errors, and provide real-time insights across various functions. MasterDistiller ensures complete traceability from the source materials to the end user, also accommodating necessary regulatory reporting requirements. Additionally, the integration of these systems promotes efficiency and enhances productivity throughout the distillation process.

OnBatch is a comprehensive cloud-based platform tailored for batch manufacturing and distillery management, aiming to consolidate various functions such as inventory, purchasing, production, warehousing, sales/CRM, and regulatory compliance into one cohesive system. Its inventory and purchasing features enable users to monitor the journey of raw materials to finished products, implement conditional pricing strategies, and optimize the bill of materials for a more efficient production process. The manufacturing section facilitates the management of custom, repeatable, and scalable production workflows, complete with version control, equipment oversight, and precise batch costing that accounts for factors like labor, energy, and losses known as “angel’s share.” Additionally, the warehousing capabilities boast a visual layout builder for effective rack management and inventory monitoring across multiple locations. The sales and CRM functionalities encompass order processing, invoicing, back-order management, returns, and customer relationship management, while seamlessly integrating with financial software such as QuickBooks and Xero to enhance overall operational efficiency. This platform not only improves productivity but also simplifies complex processes, ensuring businesses can focus on growth and compliance.

Lunos is the AI partner that manages receivables just like you would. Well, how you would if you worked on it 24/7, never forgot anything and read every message ever sent to you - you get the idea. It sits on top of the systems you already run and works alongside you like a teammate. It gathers the full context, reviews every account on its own and works with you, your team and your customers like a co-worker. Lunos agents cover collections, dispute management, reconciliation & cash application, and submitting invoices into your customers' AP portals. You choose the right autonomy mode per customer: Monitor, Suggest or Act. Lunos improves cash flow, typically a 10-60% reduction in receivables within a month of full usage, and regularly saves 10s to 100s of hours a month with no need to keep scaling the team as you grow. It gives the long tail of smaller customers the personal service you could otherwise only offer the very largest, with human-quality outreach at scale. Better financial results. Much less effort.

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.

Boatyard serves as an all-encompassing platform tailored for the marine industry, catering to boat dealers, marinas, boatyards, and service operations by providing essential tools to oversee service requests, boat sales, parts inventory, and customer relations within a single cohesive system. This platform enhances both front-desk and back-office processes by allowing users to efficiently schedule and monitor service appointments, allocate technicians, track job progress, manage billing, and maintain communication with boat owners through mobile and web interfaces. Additionally, it streamlines inventory management and parts ordering, integrates seamlessly with accounting software, enables online boat listings and sales oversight, and offers customized analytics and dashboards specifically designed for marine enterprises, all aimed at boosting efficiency, enhancing customer interactions, and maximizing service profitability. By centralizing these functions, Boatyard helps marine businesses operate more smoothly and effectively.

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.

Garage 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.

Hoist is designed to simplify workshop operations for automotive businesses across New Zealand. It centralizes job management, invoicing, and customer communication in one easy-to-use platform. Digital job cards replace paper-based systems, reducing mistakes and improving visibility across jobs. Automated calculations and workflows minimize human error and save administrative time. Hoist integrates directly with Xero for two-way syncing of invoices, payments, and customer data. Built-in EFTPOS integrations allow workshops to take payments quickly and accurately. Vehicle lookup tools provide instant access to registration and WoF history. Customers receive timely updates, improving trust and repeat business. Hoist supports the tools workshops already use, including parts suppliers and payment providers. With a short setup time and free onboarding, teams can start seeing value quickly.

My Care CRM is a robust platform focused on security and automation, tailored specifically for NDIS providers to effortlessly handle participant management, documentation, and compliance requirements. This system enhances daily operational workflows, ensures records are always audit-ready, and mitigates administrative risks through intelligent reminders, structured processes, and reliable evidence collection. Engineered for precision and efficiency, it promotes strong governance applicable to all service categories, making it an essential tool for providers. Additionally, its user-friendly interface allows for seamless integration into existing practices, enhancing overall service delivery.

Sense Workplace is an innovative platform that utilizes AI to enhance workforce management and HR functions, enabling organizations to streamline the oversight of HR, operations, and employee data within a single real-time system that caters to deskless, frontline, and hybrid workforces. This platform consolidates various essential features such as employee records, holiday and absence management, time and attendance tracking, document management with e-signatures, applicant tracking, onboarding processes, performance management, and tailored HR workflows complete with automated approvals and reminders. Additionally, it boasts an AI assistant capable of analyzing both HR and operational data, crafting important documents, addressing inquiries, and providing valuable insights, along with mobile capabilities that allow employees and managers to access schedules, request time off, submit expense reports, and complete HR tasks from any location. Sense Workplace also prioritizes real-time location tracking and task assignment for frontline teams, merges time tracking hardware and mobile applications into a cohesive system, and provides customizable reporting dashboards to enhance organizational efficiency. With its comprehensive features, organizations can ensure that their workforce management processes are not only efficient but also adaptable to the dynamic needs of modern employees.

Xenett is an innovative software solution powered by artificial intelligence, designed specifically for automating financial close and accounting workflows, which aids accounting teams, bookkeepers, and finance professionals in streamlining their month-end close processes while enhancing accuracy. By automatically analyzing accounting data, Xenett identifies errors and inconsistencies, thereby minimizing the need for manual reviews and lowering the chances of financial inaccuracies. It features a comprehensive workflow management system that includes task assignments, progress tracking, collaboration tools, and customizable dashboards, providing users with real-time insights into the status of their close processes. Additionally, Xenett effortlessly integrates with major accounting software such as QuickBooks Online and Xero, allowing for seamless data synchronization and automated reconciliations. This versatile solution is capable of supporting multiple clients and entities, making it an ideal choice for firms and businesses of varying scales. With advanced reporting capabilities, AI-enhanced error detection, and a secure environment for collaboration, Xenett significantly improves accuracy and accountability in accounting and financial close operations. Furthermore, its user-friendly interface ensures that users can efficiently navigate the software, maximizing productivity and effectiveness in their financial tasks.

Vergo 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.