Best Finance Software of 2026 - Page 9

As easy as spreadsheets, yet the most comprehensive Audit, Risk and Compliance SaaS solution in the market. Best-in-class SOX, ERM, Issues, Documents, Certifications and Resource & Project Management. Goodbye to spreadsheets / emails / file folders and endless status update meetings. Welcome to easy, real-time results.

Since 1995, SurePayroll has been a leader in online payroll services for small businesses across the country. SurePayroll was the first SaaS payroll provider. It has since grown to be a household name in simple payroll, workers' compensation, and 401(k), as well as health insurance services. The company is backed by an award-winning U.S.-based customer service team. SurePayroll recently added HR services to its solution portfolio. SurePayroll is a trusted partner for a wide range of businesses, trusted advisors, and financial institutions, and offers co-branded and private-label solutions.

Claims and Litigation Management Software for Captive or Risk Retention Group property or casualty claims. Direct Claim Solution provides a complete system that manages vendor, claims, and policy management for Self-Insured programs, Captive programs, or Risk Pool programs. This tool provides industry-specific tools for analyzing and investigating law. Modules for litigation management, subrogation, loss recovery and document management are included. The Merge feature allows for easy email or letter creation. The robust report screen allows management to query multiple conditions of claims by date ranges, state of loss and exposure type. External service providers can access the system and populate the fields as required to speed up reporting and collaborative analysis. See our website at www.directclaimsolution.com

Let's get it done! BizPlanBuilder®, creates a detailed business plan for "lean" development and, if necessary, a convincing investor pitch to raise capital at the best terms. BizPlanBuilder allows you to quickly and efficiently create a professional business plan. The online access to the pre-scripted templates for business plans in Microsoft®, Excel financial models and a PowerPoint presentation ("pitch deck") can be used to collaborate with your advisors and team. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It's the fastest way to turn your ideas into a business plan that is investment-grade and a company that is profitable.

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

The best all-in-one subscription & membership management platform that provides identity, dynamic paywall, CRM, authorization and billing. A comprehensive and self-serve solution with no code required, yet has all of the development tools to provide ultimate flexibility. Pelcro will be your single source of truth as it integrates with most of your tools. Pelcro's Top Features: * Increase your conversions with a seamless user experience * Create dynamic paywall. Same page user journey, don't get your clients off your website * Grow your revenue with automated recurring billing * Integrate with all your favorite tools * No coding experience needed * Helpful customer support Visit Pelcro.com to start for free or request a demo.

Web Office Suite will help you to run a business efficiently. This premium product is designed to meet all the back-end requirements of websites, corporations, enterprises, and businesses. This product is designed for people who need an administrative support in their industry. It mainly deals with invoices and client details. The dashboard functionality allows you to analyze the reports of your business. It is essential for any business that relies on a website. Once the product integration is complete, you can start to take advantage of all the product's features. The Web Office Suite allows greater flexibility in business, so that your clients will be happy with your service. You will also get great feedback from them. This office suite will make a significant difference in your business's progress.

EasyPlanEx is an advanced PC tool that allows you to assess, optimize and document investment projects. It has a bilingual interface in English and Spanish. It is a self contained non-spreadsheet program that solves five major problems associated with the use of spreadsheets. 1. It evaluates thousands of scenarios instead of only evaluating one project configuration. 2. Its optimization feature allows you to find the best configuration of the project, the one that maximizes its net present value (or another project indicator). 3. It performs Monte Carlo risk analysis by considering probabilities of uncertain variables instead of only considering given values. 4. Instead of using formulas that can hide errors, the model is constructed using statements such as Sales=Volume*Price. 5. The transparent model and documentation feature facilitate teamwork and reviews at the upper levels. This improves project analysis and increases profitability.

Plus & Minus, an integrated enterprise resource planning (ERP), financial platform, is built around a single file system. Plus & Minus offers collaborative tools for accounting and purchasing, managing sales, reporting operations, and other functions. Plus & Minus allows users to track sales, manage core finance operations, create custom business reports, and monitor documents. Plus & Minus allows users to deploy on-premises or in the cloud.

Agilico Verify is a cloud-based automated invoice processing solution designed to make accounts payable easy. Verify involves the use of intelligent software to automatically capture, extract, route and post invoices into a finance system. It helps organisations set up approval chains and shift from data entry tasks to automated data capture and posting processes, delivering visibility and control over the entirety of an organisation’s invoice processing activities.

TimelyBill is a telecom billing solution that allows service providers to introduce products, create invoices, collect payments and offer bundles. It also allows them to share profit with partners and detect fraud. We know that no two organizations will be the same. TimelyBill OSS / BSS was created to offer maximum flexibility and reliability. TimelyBill gives you control over your billing. You can add or modify fields, labels and validation rules, as well as permissions. You can also store customer data in multiple languages. TimelyBill features full-featured components that target the needs telecom and communications service providers.

Banyon Data has been providing quality products and services for municipalities and other public non-profit entities for over 34 years. Our popular, fully-featured software is available for all public, non profit entities. This includes cities, towns, villages and towns, water districts, sewer district, water and electric utilities and cooperatives. Tribal councils, utility boards and natural gas companies. Public libraries and libraries are also included. Banyon Data Utility Billing Software is available for water, stormwater, electric, gas and other services such as refuse-garbage recycling, submeters, combination meters, and more. You can create detailed customer accounts and attach custom services and rates. Email Bills and Online payments, Full billing history, edit bills and adjustment tracking, popular meters interfaces (AMR and AMI), direct payments by ACH and thousands more reports. You can choose from the original, highly-rated, and affordable version of the full-featured software that we call UBLite.

Weltraum PMS, a lightweight and comprehensive application, is designed to make it easy to manage and organize hotel reservations, customers, and rooms. It features an intuitive interface that allows you to generate reports on the availability of rooms as well as payments. You can also make online reservations and track your clients.

Aimably's suite of software and services gives accounting professionals a full understanding of your company's Amazon Web Services spending, empowering well-informed business decisions that were previously impossible. AWS INVOICE MANAGEMENT With Aimably, monthly AWS invoices are automatically transformed into vendor bills for your accounting package, categorized to your company's general ledger, customer list, and financial dimensions. AWS SPEND TRANSPARENCY With Aimably, every line item of spend can be scrutinized as it is incurred, ensuring teams stay on track and no bill is ever a surprise. AWS COST REDUCTION With Aimably, clients gain a full picture of available cost reduction opportunities, including their effort, risk and potential savings. OUTSOURCED FINANCIAL OPERATIONS With Aimably, accounting teams can rely on our professional team to record, report and forecast AWS spending, without requiring in house expertise.

SwilERP is a comprehensive software for retail and distribution businesses. Its advanced features automate operations, enhance productivity, and streamline inventory and pricing management. The software offers multi-store management, centralized monitoring, and actionable business insights through reports. Built on Microsoft.NET, it ensures secure data storage and accessibility. SwilERP is popular in India and works offline and online with a user-friendly interface. It excels in store management, point-of-sale functions, finance tracking, and inventory management. Online support, backups, and cloud storage are also provided. SwilERP aims to revolutionize distribution and retail chain management for efficient operations and growth.

Online billing system for entrepreneurs and SMEs. With EdFactura, you can optimize sales and customer relationships. This includes billing, inventory, quotes and purchase orders. Credit notes and customers. NCF sequences are automatically generated in the Dominican Republic case. EdFactura, a cloud-based invoicing and billing solution, allows small to medium businesses in technology, entertainment, and other industries to easily manage and administer their company from anywhere they are. EdFactura is used by thousands of people to make their work more enjoyable, productive, and easier.

Avarni is the decarbonization platform that empowers you to actually achieve your net zero targets. Avarni removes the need for manual spreadsheet-based emissions management and allows you to extract valuable insights out of existing data, enabling you to focus on your decarbonisation strategy. You can import your data by spreadsheet, or connect to 1,000+ SaaS apps and APIs — including Coupa, Microsoft Power BI, NetSuite, Oracle, Salesforce, SAP, Xero, and more. Avarni empowers you to: ✔ Automate your emissions calculations for Scope 1-3 using an AI platform trained on $556B spend data. ✔ Determine the percentage of your supply chain with SBTi-validated targets to gauge your overall progress. ✔ See emissions impacts of different business initiatives with powerful emissions forecasting tools. ✔ Mobilize your suppliers to measure and report their business emissions for FREE. Avarni is trusted by the some of the world's leading organizations, including the City of London Corporation, Schneider Electric, KPMG, and Jacobs Engineering.

Perfect Billing System is a billing and customer management system for businesses. It simplifies the creation of invoices and the dispatch of them, and facilitates tracking payments efficiently. It also provides comprehensive financial reports. The system is also flexible, supporting multiple payment methods and currency adjustment. The system's features are designed to reduce errors and improve financial accountability. It also enhances business operations by providing detailed expense tracking and real time financial oversight.

Hello Invoice is a digital invoicing system tailored for independent professionals and small service providers, including freelancers, contractors, and sole traders. It enables users to create and deliver invoices and quotes efficiently, manage recurring payments, track client interactions, and accept both online and manual payments. Built with the needs of solo workers in mind, Hello Invoice avoids the complexity of large-scale accounting platforms. It supports essential invoicing tasks without unnecessary features that often get in the way. Users can calculate taxes per item or on the invoice total, customise invoice layouts with branded templates, and preview documents in real time before sending. The platform includes tools for managing client communication, such as automatic reminders, status updates when an invoice is viewed or paid, and built-in approval flows for quotes. Each client has a dedicated section showing invoice history, recorded notes, and payment performance. Hello Invoice is structured to simplify financial management for individuals running their own businesses, helping them keep track of income, reduce manual admin, and maintain a clear overview of their financial activity. Feature list: - Invoices and estimates - Tax calculations per line item or total - Branded templates - Real-time previews - Smart reminders - Estimate/quote approvals - Live notifications when invoices are viewed or paid

Bankingly offers a Software-as-a-Service (SaaS) platform hosted on the cloud, catering to the needs of financial institutions by providing a range of digital banking solutions. Its comprehensive suite encompasses web and mobile banking, conversational banking, digital onboarding, loan origination, and fraud prevention. The platform is designed to help financial institutions automate online banking processes via iOS and Android mobile applications. With a flexible pricing model based on active users, Bankingly empowers institutions to enhance their revenue, streamline operations, and deliver exceptional customer experiences in a matter of weeks. Bankingly has gained the trust of over 120 institutions worldwide. The solution is particularly well-suited for financial institutions, banks, credit unions, and Coops operating in Latin America, Africa, and Asia that are seeking to provide their customers with digital banking solutions.

WinMan ERP software is a powerful, scalable solution tailored for manufacturers and distributors. It enhances productivity, profitability, and efficiency by providing real-time insights, reducing waste, and eliminating duplicate tasks. Designed for businesses with complex manufacturing and distribution needs, WinMan adapts to changing circumstances and supports growth. As the Authors of our ERP solutions, we prioritise efficiency and flexibility, enabling informed decision-making and operational peace of mind.

SoftCo Accounts Payable Automation processes all PO and non-PO supplier invoices electronically from capture and matching to invoice approval and query management. SoftCoAP delivers unparalleled touchless automation by incorporating unique AI technologies to minimize the number of supplier invoices that require manual intervention. The result is 89% processing savings. SoftCo is a global organization with offices in the USA, Ireland, the UK, and the Nordics. SoftCo is SOC 1 and SOC 2 audited, ISO 27001 and SAHKE2 certified in addition to being a Microsoft Gold Partner and AWS Advanced Technology Partner. Over one million business users worldwide across all industry sectors use SoftCo solutions including SunnyD, the Finnish Government, Primark, Patagonia and PwC.

Procure Xperts is a SaaS-based procure2pay software solution for all sizes of organizations. Our eProcurement software saves time and money while managing supply chains. It also saves valuable business time for our customers. A Procurement Software that streamlines procurement management processes, while saving time and money for your employees. Procure Xperts provides result-oriented procurement software solutions. Our top priority is to push the boundaries and bring out the best in our clients so that they can deliver desired results for their customers. At Procure Xperts, customers come first.

Epicor Vision enterprise software is a powerful solution for automotive aftermarket parts distributors ready to deliver superior service to customers while maximizing profits. This comprehensive distribution management solution offers dozens of high-value features that help to drive increased profitability and efficiency while connecting virtually every part of your enterprise to help you remain competitive in today’s aftermarket. Key features include advanced inventory management and flexible pricing tools; innovative sales accelerator tools; extensive insight into business performance analytics; critical Epicor Vista® parts demand intelligence; channel connectivity to speed up operations up and down the channel; unique capabilities to help increase customer loyalty, including CRM modules; full integration with JMO warehouse management system; and visibility of inventory across enterprise at POS. Built to tailor specifically to your own unique mix of business, Epicor Vision software makes it easy to enable integrations of all your critical business processes into one single form.

KYC Scoring, an online platform that allows lending companies (small-time lenders to large banks) to assess the financial risk associated in particular clients, is called KYC Scoring. We can be thought of as an intermediary between lenders. This allows them to share financial information which allows for more accurate KYC verification. Why is this important? A client may apply for a loan and seem low-risk based on their credit history and financial transactions. However, a KYC check of our system reveals that the applicant has multiple outstanding loans and has had applications rejected by other lending companies. This information will help you make better decisions about approvals and to set the terms that are best for your business. Standard credit databases can take up to a week for new financial data to be added, including any outstanding debts. This could lead to a loan being approved, but may be rejected if you have access to live data.