Best Finance Software - Page 6
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PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
2
Azeus Convene
Azeus Systems Limited
Convene is an award-winning board management software that enhances the efficiency of meetings, from organizing and distributing board documents to conducting, documenting, and generating actions. Convene’s secure, intuitive, and easy-to-use features make it the choice for listed companies, SMEs, banks, governments, and non-profits in over 100 countries. Developed by Azeus, a Capability Maturity Model Integration (CMMI) level 5 company with more than 30 years of experience in IT development, Convene is a highly flexible product that can be customized to cater to each client’s needs. With SSAE 18- and ISO 27001-certified data centers around the world, Convene ensures that clients' data are protected—alongside multiple internal safeguards and random external penetration tests. Convene can be hosted on-cloud or on-premise, and is available for Windows, Mac OS X, iOS, and Android. -
3
Preventor
Preventor
Preventor is an all-in-one SaaS platform that streamlines digital onboarding, compliance, and core banking operations. It supports eKYC/eKYB with biometric ID verification, global document coverage, electronic signatures, and customizable workflows. Preventor includes real-time AML sanctions screening, PEP/adverse media checks, transaction monitoring, risk scoring, and case management. It also features a core banking engine with account origination, e-banking, and full lifecycle support for retail and business products. Built for security, scalability, and regulatory compliance, Preventor’s modular design allows for flexible deployment and seamless integration. -
4
Greenly
Greenly
From understanding your carbon footprint to reducing your emissions, we’ll be there. Our team will guide you each step of the way. From onboarding to measuring your carbon footprint, to reduce it, all the way to communicate it with the public and your stakeholders. You don’t have to be a scientist to make a difference. Our climate experts will provide you with actionable steps to reducing your carbon footprint simply and easily. Activity-based & spend-based approaches are complementary and are essential to thoroughly assess your CO2 emissions. Accelerate your climate transition while reducing your team's workload with the world's first carbon footprinting solution. State-of-the-art technology coupled with a team of climate experts to support you at every stage of your company's transition to a sustainable model. We take everything into account to give you precise outcomes and we do it fast.Starting Price: $199 per month -
5
ColdStoreApp
ColdStoreApp
Easily manage your cold storage with our user-friendly software. Features: Aamad, Nikasi of Stocks Monthly, Seasonal, Daily, Weekly Items/Commodities Automatic Bills/Invoice Daily/Monthly Bills with GST support for Kirana commodities Labour, Loading, Unloading, Grading, Bardana Charges support Automatic Lot Numbers based on commodity/party/type Purchase, Sale record with Profit/Loss Barcode, Label Maker Payment, Receipt Vouchers with Tally ERP integration Loan Manager Map View in your own design Send Bills, Stock status directly over WhatsApp/Telegram Stock, Ledger Reports in various formats Multiple users support for both Online and Offline Version Easy android app for Employees Aamad, Nikasi with images support in the App Nikasi with Barcode Scanner support in Android App Automatic Backups to Your Google Drive Account Transfer Data from Other Softwares And much more.Starting Price: ₹10000 -
6
Direct Claim Solution
Innovative Computer Systems
Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com -
7
ClickTime
ClickTime
ClickTime turns work hours into finance-ready data so CFOs and operations leaders can protect margins, control costs, and provide audit-ready records. Unlike project management tools or basic time trackers, ClickTime captures labor costs in a way finance can actually use—verified, approved, and complete. For professional services firms: Stop revenue leakage before it happens. Recover billable hours, monitor utilization in real time, and spot project overruns before margins slip away. For finance and ops teams: See where every hour goes, what it costs, and what it delivers. Get complete time and cost data that feeds your ERP, supports R&D tax credits, and gives finance and operations a single source of truth. Why ClickTime is different: - Finance-ready data that stands up to audits and client reviews - Real-time project burn vs. budget alerts to catch overruns early - Instant reports for R&D tax credits, grant allocationStarting Price: $12/user/month -
8
Tabscanner
Tabscanner
Tabscanner is an AI-powered receipt OCR (Optical Character Recognition) API that enables fast and accurate data extraction from receipt images. With over eight years of experience and more than a billion receipts processed, Tabscanner offers a simple and easy-to-use API that integrates seamlessly into any software or app. The receipt OCR API key features include 99% accuracy rates, lightning-fast processing speeds, and a dedicated support team to assist with custom configurations and data refinement. Tabscanner's technology is designed to understand and extract data from any POS format, making it ideal for applications in expense management, loyalty rewards, market research, and more. The platform supports multiple languages and regions, ensuring accurate data extraction across various locales. Developers can test the service with a free Starter plan, which offers 200 credits per month, providing an opportunity to experience the API's performance and accuracy before scaling up.Starting Price: $0 per month -
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Skybill Utility Billing
SkyBill
We have built Skybill Utility Billing to meet the needs of all types of utility company. Skybill is a fully automated meter-to-cash solution for utilities, which can run your entire business efficiently in Cloud. Built on and incorporating Microsoft Dynamics 365 Business Central, Skybill fully integrates your ERP and billing operations. As a web-based service, Skybill is accessible from any device (desktop, tablet, mobile), without installing any software. Skybill is ideal for utility companies who have outgrown their existing systems (e.g. Access, Excel, custom-built billing systems), as well as those who are launching as new suppliers in retail energy markets. Skybill Utility Billing is a web, billing software for utility companies such as water, gas, electricity , heating , property manager, or billing on behalf of Landlord services. It provides companies set rates and tariffs per customer, customer group, property, a period of time or any other variation.Starting Price: $175/month/user -
10
Caflou
Caflou
Caflou lets you take control of business, your projects and team and increase your company’s profit. Caflou is all-in-one yet easy-to-use online business management system ideal for marketing agencies or IT teams. With Caflou you can manage your customer relations, projects with their budgets, finances and profitability, track time, manage your team and workload or even automate trivial activities, all in one place from anywhere. Caflou is professional and complex. Replaces the majority of tools that you’re using at present. Functions are logically connected and linked to each other. Constantly and quickly evolving. Keeps your data safe and in one spot. Join 3500+ companies using Caflou. Start Free!Starting Price: $13.00/month/user -
11
ABLE Platform
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: - Landing page - to attract new borrowers. - Borrower portal - to serve actual borrowers. - Self-service portal - to manage the whole enterprise activity. - Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. The platform automates the lending process throughout all the stages: - Initiation of omnichannel application - Consolidation and restructuring of debts - Negotiation with customers - Application decision-making - Personalized offers - Automation of the loan disbursement ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc -
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Invoice Fly
Invoice Fly
Invoice Fly is a user-friendly, free online invoicing platform designed to simplify the billing process for freelancers, small business owners, and entrepreneurs. Whether you’re just starting out or managing multiple clients, Invoice Fly allows you to create professional, branded invoices quickly and effortlessly—no account creation or sign-up required. With a variety of customizable invoice templates, you can tailor each invoice to reflect your unique brand identity, making a strong and consistent impression on your clients. Once your invoice is ready, simply export it as a high-quality PDF that’s easy to download, print, or email directly to your customers. Invoice Fly not only helps you save time on administrative tasks but also ensures your invoices look polished and professional, increasing your chances of getting paid promptly.Starting Price: $5.99/week -
13
Adminsoft Accounts
Adminsoft
Adminsoft Accounts is a Windows based accounts system designed specifically for small businesses. It is an accrual based double entry, multi-currency, and multi-user system. It handles customer and supplier accounts, all related transactions, plus general ledger, stock control, payroll (depends on country), and human resources. First published in 2007, it has thousands of users across the world.Starting Price: $199.00/one-time/user -
14
Zebrafi
Zebrafi
Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? Guided selling helps every rep understand and talk to strategic deals as if they had closed them. How often are you using a business case? Does it include total cost of ownership and ROI based on your VOC's? Build a collaborative business case directly with prospects in Zebra. Sellers and buyers are guided through the production of a mutually agreed upon business case.Starting Price: $2500/month -
15
Nutcache
Nutcache
Nutcache provides teams of all sizes with a business-oriented solution for managing the entire project delivery lifecycle in a collaborative workspace; from the initial estimate to the final billing, through project budgeting, time tracking and expense management.Starting Price: $6/user/month -
16
Bankingly
Bankingly
Bankingly is a SaaS cloud-based platform for financial institutions, enabling seamless digital banking solutions. Its integrated suite includes web and mobile banking, conversational banking, digital onboarding, loan origination, and fraud prevention. With a flexible pricing model based on active users, Bankingly enables institutions to boost revenues, streamline costs, and deliver exceptional experiences within weeks. Trusted by 120+ institutions all over the world. Bankingly targets financial institutions, banks, credit unions, and Coops throughout Latin America, Africa, and Asia that want to offer digital banking solutions to their customers.Starting Price: 1000 -
17
Banyon Utility Billing
Banyon Data Systems
Designed for billing water, storm water, sewer, electric, gas, garbage, recycling, submeters, combo meters, etc. Create detailed customer accounts, and attach customized services and rates. Full billing history, edit bills, adjustment tracking, meter device interfaces (AMR/AMI), direct payments, online payments, email bills, work orders, and thousands of reports. For over 34 years Banyon Data has provided quality products and services to municipalities and other public nonprofit entities. We design, develop, support, and train our popular, full-featured software for all public, non-profit entities, including cities, townships, towns, villages, boroughs, water districts, sewer districts, water and sewer commissions, electric utilities and cooperatives, tribal councils, utility boards, natural gas companies, public libraries etc. Banyon Data Utility Billing Software for water, stormwater, sewer, electric, gas, refuse-garbage, recycling, submeters, combo meters, etc.Starting Price: $2495 -
18
Klient
Klient PSA
Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.Starting Price: $15 per user per month -
19
TombstoneHub
Acuity Knowledge Partners
TombstoneHub streamlines and automates the creation of fully formatted tombstones or credential slides for investment bankers. Analysts and presentations specialists at all investment banks and advisory firms spend a significant amount of their time creating the perfect credential slide. The typical challenges are disorganized deal information, inconsistent formats and templates, and highly manual effort of formatting. Our solution to these challenges is a SaaS-based product that streamlines and automates credential slides (tombstones) creation in any client template instantly. Easy to use SaaS platform with individual user authentication. Collates and centralizes deal data on a single platform by importing data from Excel/PowerPoint or integrating with SQL databases or other applications such as Salesforce. Our credential builder comes with an easy-to-source and easy-to-create centralized library of high-quality logos. Automatic download of new logos. -
20
BluLogix
BluLogix
BluLogix is a leading provider of extensible cloud-based monetization solutions, empowering B2B businesses to optimize their subscription, recurring revenue and usage-based billing processes. The BluLogix platform delivers flexible, scalable, and feature-rich solutions across industries, helping increase revenue, profitability, innovation and customer satisfaction. BluLogix provides end-to-end automation and seamless integration across the revenue process, tailored for businesses with complex billing needs. It is built to adapt rapidly to evolving business requirements, ensuring customers can capitalize on the subscription economy with efficiency, accuracy, and speed. Recognized by industry analysts as a leader in recurring revenue, BluLogix specializes in complex and consumption-based billing solutions, and is a trusted partner for businesses seeking to optimize their quote to cash processes, drive revenue growth, increase profitability and enhance customer satisfaction.Starting Price: $500.00/month -
21
Plus & Minus
Plus & Minus Software
Built around a single-file system, Plus & Minus is an integrated enterprise resource planning (ERP) financial platform. Plus & Minus has collaborative tools for accounting, purchasing, managing sales, and reporting operations. With Plus & Minus, users are able to manage core finance operations, track sales operations, generate custom business reports, and monitor business documents. Plus & Minus enables users to deploy on-premise or in the cloud.Starting Price: $1000.00/one-time/user -
22
Comcore
ComFin Software
Comcore enables central capture and management of all of the key components of both physical and paper (OTC, exchange) commodity trades. The Risk Management functions include • Mark-to-Market valuations of open physical trades (crude oil, refined petroleum products, petrochemicals, base metals, concentrates, precious metals, agricultural products) and derivatives • Exposure and PnL reporting • Value-at-Risk (parametric, historical, and Monte Carlo) • Trading Limits • Credit risk The back office functionality includes invoice generation/management, Profit & Loss reporting (both actual and projected), automatic notifications, and flexible reporting. Comcore can be integrated with 3rd party applications like ERP systems, accounting systems, or even other CTRM systems. -
23
Weltraum PMS
Weltraum Software Private Limited
Weltraum PMS is a comprehensive and lightweight application designed to help you to easily manage and organize your hotel reservations, customers and rooms. The application comes with an intuitive interface that helps you generate reports of the availability of rooms and payments. Also, you have the possibility to perform online reservations and monitor your clients.Starting Price: $500.00/one-time -
24
ebankIT
ebankIT Omnichannel Digital Banking Platform
ebankIT enables banks and credit unions to deliver the same humanized, personalized, and accessible digital experience on mobile, web, and voice banking, as well as whatever future channel may come next. Enhanced with flexible and robust full omnichannel capabilities, ebankIT Digital Banking Platform offers a fast and seamless digital banking transformation. With extensive customization capacity and a continuous focus on human interactions, ebankIT future-proves the digital strategy of banks and credit unions, empowering them with a truly customer-first approach Our story ebankIT was founded in 2014, by an experienced team of fintech experts, who believe there was a better way for financial institutions to digitally engage with their customers and members. -
25
Finicity
Mastercard
Finicity’s open banking platform makes connecting your customers’ financial data to your app or service simple. Finicity’s open banking platform is being used by some of the largest and most innovative organizations in the world to empower their customers with better financial experiences. Data quality is essential to your experience. Our data is battle tested in the most rigorous markets. Easily code to endpoints, test data and connect to Finicity’s open banking platform for leading API coverage of banks, credit unions, payroll providers and other financial services. Our suite of APIs makes it easy to access the data you need to power your products. -
26
IRS Solutions Software
IRS Solutions
IRS Solutions® is Tax Resolution Software with IRS Transcript Monitoring and Analysis that helps CPAs, attorneys, and enrolled agents earn more in fewer hours at their desks. With IRS Solutions on your team, you can automatically calculate and recommend solutions, submit autofilled forms and reports, communicate with clients, invoice for your services, and process payments all within one easy-to-use, intuitive system. Become more efficient with an automated software solution to manage IRS collection cases, prepare and submit OICs and Installment Agreements, and respond to notices. Project an air of confidence in front of clients with up-to-date IRS collections and audit forms and notices at your fingertips.Starting Price: $159 per month -
27
BizPlanBuilder
Business Power Tools powered by Jian
If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.Starting Price: $27/month -
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Collaboration Capital
Collaboration Capital
Collaboration Capital is a digital investment bank allowing companies to connect with M&A targets worldwide. The platform offers various applications dedicated to M&A operations: - AI sourcing of M&A targets - Pipeline management, with collaborative features - Access to the projects of investment banks and M&A professionals (Private Equity firms, lawyers, accountants...) - Tailored contact of the targets, to collect their status on the operation. All main languages are supported (English, French, Spanish, Italian, German, Chinese, Arabic...) The solution can be used by organizations of all sizes, from SME to large companies.Starting Price: €490 per month -
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Waleeto
Waleeto
Building wealth starts with mastering your budget. Without clear tracking, expenses slip through the cracks, and financial goals stay out of reach. Waleeto helps you take full control of your money by tracking every expense, optimizing your budget, and guiding you towards long-term financial growth—no matter how many currencies you deal with. Track, Save, and Grow Your Wealth: - Smart Expense Tracking: Automatically categorize transactions, visualize spending patterns, and cut unnecessary costs effortlessly. - AI-Powered Budgeting: Set personalized budgets and receive smart insights to stay on track. - Long-Term Financial Planning: Get clear reports on income, expenses, and savings to make informed money decisions. - Multi-Currency Support: Manage global finances with real-time exchange rate updates and seamless international tracking. Wealth isn’t built overnight—it’s built with financial clarity. Start mastering your money with Waleeto today!Starting Price: $0 -
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Procure Xperts
Procure Xperts
Procure Xperts, a complete SaaS based procure 2 pay software based solution product for organizations of all sizes. Our eProcurement software can save time in managing supply chain while saving the cost and valuable business time of our customers. A Procurement System That Provides Ease To Your Streamlined Procurement Management Processes By Saving Cost And Saving Your Employees Valuable Time. Procure Xperts offers result-oriented procurement software solutions. Pushing boundaries and ideas for our clients to deliver desirable results for our customers is our top priority. At Procure Xperts, customers come first.Starting Price: $15/month/user