Best Finance Software for Freelancers - Page 38

Optimizing your workflow is far superior to simply putting in more hours, and successfully closing deals brings a level of satisfaction that losing them cannot match. Ensure your clients receive the outstanding service they deserve while gaining a competitive edge in the market. Elevate your mortgage brokerage operations with BrokrBindr, which serves as an excellent alternative front-end to Filogix. Enjoy a user-friendly experience without interruptions, all while keeping your data securely stored in an account that you manage, in line with the permissions from your clients. You will still rely on Filogix for tasks such as credit pulls and submitting completed applications to lenders, but BrokrBindr streamlines each process, enhancing ease, speed, and reliability. The time spent drafting emails to request necessary condition documents could be reduced from twenty minutes to just twenty seconds by utilizing a personalized, branded email template that automatically generates the required document list for you. By adding this personal touch, you will not only impress your clients but also showcase your professionalism in every interaction. This innovative approach not only saves time but also enhances your overall client experience, setting you apart in a competitive industry.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

Lano is a global software solution enabling businesses to hire and pay full-time employees and contractors in over 170 countries worldwide, in full compliance and record-time. No legal entities needed. Backed up by a global network of employment, tax and compliance experts, we’ve created a cloud-based compliance and payments platform designed to streamline global hiring, payments and payroll operations. We serve over 2,000 companies worldwide, from high-growth startups to SMBs and enterprises. Our solutions allow businesses to save valuable time when entering new markets, reducing the time needed for building local teams to days instead of months.

Eliminate the hassle of manual and error-ridden template modifications. In Crove, you can effortlessly turn your repetitive word documents into smart templates and streamline your documentation processes without any coding required. Create flawless contracts and agreements swiftly with the power of automation. Simply fill out a form or connect Crove to generate employee documents seamlessly. Generate purchase and sales orders by completing a Crove form with minimal effort. Easily share links with buyers and sellers to create property documents. Integrate with your existing system to produce invoices and receipts. Distribute personalized marketing materials to potential clients effortlessly. Define your template in Crove to create customized documents for various needs. You can also send out certificates and fee receipts by integrating Crove with your existing infrastructure, ensuring a smooth operational flow. Embrace the efficiency of automation and enhance your documentation experience with Crove.

Remofirst is an international payroll provider on a mission to free companies from geographical boundaries so they can access global talent easily. The global payroll platform simplifies the payroll process, paying your distributed remote employees in their local currencies, while giving clients the option to summarize and aggregate all payroll invoices into one payment, instead of multiple individual payments. Remofirst’s software can calculate your team’s hours, time off, holidays, bonuses, and commissions so you only need to review their monthly invoice and approve it for payment. Their team of legal experts and HR professionals will also ensure your international payroll operations are always compliant with changing global regulations in all 150+ countries they operate in. In addition to global payroll services, Remofirst also provides global benefits management (including insurance, equity, and time-off management), and employer of record (EOR) services, including support for obtaining visas and other documentation. Remofirst can even help with provisioning equipment to your distributed global employees.

Instant Accept's powerful payment processor saves time and money. It simplifies merchant data entry and credit card processing while maintaining merchants QuickBooks data current. Instant Accept accepts any type of payment and processes transactions quickly and easily without having to launch your accounting software. Instant Accept works with many international and U.S. processors. You can also process card-not present and mobile payments. Do not let the interface's simplicity fool you. Instant Accept updates your books instantly and seamlessly integrates all aspects of your accounting, including billing and reporting. Your customers will be able to expand your product range while you solve their biggest problems: seamlessly and dynamically integrating POS, online payments and multiple accounting programs.

Cybrid delivers cutting-edge payment integration services, making financial connections smoother through advanced APIs and SDKs. Our platform is designed to streamline intricate payment operations such as effortless KYC processes, funds transfers, and settlements. We enable connections to bank accounts via Plaid, provide a range of money transfer options like ACH, Wire, and RTP, and offer Virtual FBO Accounts in USD and CAD. A distinctive feature of Cybrid is our capability to integrate cryptocurrency on and offramps, thanks to our Smart Order Router. This includes seamless connections to Bitcoin (with support for the Lightning Network) and Circle's USDC, covering multiple blockchains like Ethereum, Polygon, Solana, and Stellar, setting us apart in the realm of digital currency innovation. Cybrid is the premier choice for businesses looking to incorporate payment solutions directly into their software, offering a secure, efficient, and flexible approach to financial integrations.

Affinda’s Invoice Extractor lets you easily extract data from even the most complex invoices. Quickly and successfully process batch of invoices in PDFs, DOC, PNG, and JPG. Affinda Invoice Extractor recognises 50+ fields on the first go – and it only gets better from there.

Stay ahead of compliance with denxpert – the smart, cloud-based EHS&S legal compliance solution. Designed for companies operating across multiple jurisdictions, denxpert automates regulatory tracking, delivers real-time legal updates, and ensures audit-ready compliance. All in one centralized platform. Backed by 20 years of expertise and a global network of legal partners, our software eliminates complexity, reduces risk, and helps businesses focus on strategic growth while staying fully compliant.

InboxCRM by AppEQ is an innovative Customer Success platform built natively into Gmail, designed to streamline CS workflows by eliminating the need to switch between multiple tools. Users can import accounts directly from their Gmail inbox and Calendar, while all email and meeting interactions are automatically logged to provide a comprehensive and unified view of customer health, usage metrics, and renewal risks. The platform’s real-time dashboards surface critical insights such as at-risk customers, engagement patterns, and potential upsell opportunities right within Gmail, reducing friction for teams. InboxCRM integrates effortlessly with major CRM systems including Salesforce, HubSpot, and Zoho, as well as with analytics, helpdesk, and collaboration platforms, ensuring seamless data flow. Role-based access and smart filtering help personalize the data view, allowing each team member to focus on what matters most. Features like automated alerts, customizable email templates, and one-click generation of QBR decks make customer success management more efficient and scalable. By centralizing customer success activities in Gmail, InboxCRM empowers teams to improve retention, identify growth opportunities, and enhance customer relationships. Overall, it offers a proactive, data-driven approach to managing customer success without disrupting existing workflows.

Client Dispute Manager Software is a Credit Repair Business Software that allows you to take your credit repair business from zero to the next level. It is a complete business-in-a-box that delivers the core training you need to start, run, and grow your credit repair business.

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

Experience the freedom of spending without guilt while effortlessly saving through a friendly and adaptable approach to financial management. No more questioning where your hard-earned money disappears; the YNAB Method for managing your finances will empower you to increase your savings while embracing the joy in your spending habits. With four straightforward yet transformative rules, you’ll achieve clarity and confidence in your financial journey. The true charm lies not in complicated calculations, but in the method itself. Consider what you want your money to accomplish before your next paycheck arrives—assign a purpose to every dollar for a clearer financial vision. Acknowledge that unavoidable expenses, such as car repairs and holiday shopping, are part of life; tackle these budget challenges by dividing them into manageable monthly amounts. Remember, rigid budgets are prone to failure, so embrace flexibility; adapt your budget as life evolves. Enjoy your financial autonomy without guilt because it’s your money to control. Imagine the relief of utilizing last month’s income to cover this month’s expenses—you’ll always be one step ahead, and it will feel incredibly satisfying. Moreover, this approach allows you to plan for the unexpected, ensuring that you're never caught off guard financially.

Establish and monitor your advancement toward both short-term and long-term objectives. Incorporate these goals into your budget to guarantee that you allocate sufficient funds each month. Be aware of your financial outflow, from necessary expenditures to occasional treats. Identify any hidden subscriptions to ensure you're not incurring costs for unnecessary services. Receive a tailored budgeting solution that automatically adjusts based on your earnings, spending, and savings. This tool is highly adaptable and keeps track of your progress as you make purchases. Utilize the insights provided to enhance your savings, refine your spending habits, and achieve your goals more efficiently. Essential notifications, comprehensive reports, and cash-flow forecasts simplify future planning. Simplifi crafts a flexible spending plan tailored to your needs. You can also create your own watchlists and savings objectives for further personalization. Regularly check in with the app throughout the month to make informed decisions and effectively manage your finances with ease! By keeping track of your spending and adjusting your goals as needed, you can maintain a proactive approach to your financial health.

It's time to get more out of your accounting program. Just click a button to bring expense, supplier, and bill visibility from your accounting program back to staff. And you can start saving immediately! We answer the monthly questions that accountants and staff ask each other "What are my expenses?" What suppliers are we paying? How long? yearly expense report? Beautiful visuals, insights, and analytics to help you determine if you have paid this invoice. Why Vizii? Staff can see all expenses and bills. Increase profitability Make an impact Save time and money Discover hidden expenses Why accountants love Vizii. You can save yourself the time, effort and hassle of creating ongoing expense reports for staff. This data can be provided by Vizii to any staff member at any time, as long as they have been entered into your accounting system. You can do more... Can you please send me the expenses for last month in my department? Which invoices are still unpaid?

Fulfill your AML, KYC, and CTF duties with dilisense. For compliance officers, steering through the intricate world of sanctions, along with AML, KYC, and CTF regulations, poses a significant challenge. dilisense delivers a streamlined and dependable solution for sanctions screening and PEP checks, ensuring your organization remains compliant and effectively minimizes risks. Our comprehensive sanctions database encompasses OFAC, EU, OFSI, UN, and beyond, covering more than 80 different sanction lists. Additionally, our PEP and criminal watchlist database spans global, regional, and local sources. dilisense not only offers access through REST API but also allows for the complete database to be downloaded directly to your premises, with frequent updates throughout the day. With competitive pricing starting at just 0.01 EUR per screening, financial considerations become a negligible factor in your compliance and sanctions screening strategy. To facilitate an immediate beginning, we additionally provide Batch Screenings directly from Excel files, requiring no integration or setup effort to get started.

PTPWallet is a cutting-edge non-custodial cryptocurrency wallet that empowers users and businesses to effortlessly engage in buying, selling, and trading a wide array of digital currencies. With a remarkable support for over 600 cryptocurrencies and a global presence, PTPWallet transcends geographical barriers, offering a seamless marketplace for flourishing transactions. Its exceptional track record of remaining impervious to hacking attempts has garnered substantial demand from businesses, leading us to develop our highly sought-after white label solution. Over 47 clients have already harnessed the power of our white label platform, generating a staggering $130,000,000 in revenue and creating over 2,000,000 accounts. PTPWallet places paramount importance on three core pillars: flexibility, user-friendly experience, and industry-leading security. Our versatile white label solution can be seamlessly integrated into any industry, enabling businesses of all types to expand into the Web 3.0 market and significantly boost their revenue streams. Take the first step towards a transformative crypto experience by visiting our homepage and filling out the form. A dedicated representative will promptly reach out to guide you.

Utilise a financial modelling tool to forecast your cash flow, build budgets, create business plans, and model multiple scenarios.

Affinda offers AI-powered document automation software that combines the adaptability and precision of computers with the adaptability and precision of humans to streamline document processing tasks. Affinda’s Receipt Extraction Tool can be used to extract information from receipts quickly and accurately. Tracking expenses and reimbursements is easy with Affinda's Receipt Extractor. Use AI receipt scanning software that can read formats and layouts.

Get to know the latest planning software developed specifically for temp. agencies, and job-brokers. The platform offers workforce planning, time registration, invoicing, self-billing and much more. Workers sign up through your company website and are able to quickly onboard and respond to your vacancies and shifts.s. Also, your Flexwell job-platform can be completely tailored to your organization's branding. Because of our unique pricing model, no investment is required to start with your own Flexwell platform. .

Envise is a cloud-based invoicing software that enhances billing efficiency through automation and smart financial management tools. Feature : * Personalized Invoices * Customizable Invoices * Automated Payment Reminders * Multi-Currency * Tax Compliance * Seamless Integrations * Secure Cloud Storage * Business Insights

Multi-Channel eCommerce Accounting Software SyncTools provides you with single accounting solutions for your retail and wholesale business. SyncTools platform is user-friendly and helps you create invoicing, automated data entry, synchronization of payroll, COGS, payment syncs, and balance sheet data. Accounting planning that is more accurate, Real-time financial reports, Accurate tracking of inventory, and Automated payment processing. Integrate seamlessly with accounting software QuickBooks, Xero and Sage.

Financial & Business Planning Software for Startups and SMEs - Modeliks Create a fundable pitch deck, business and financial plan and investor reports. Guided business planning software. No experience required. Modeliks can help your startup and/or SMEs build a professional financial model; create an investor ready pitch deck or business plan and report to investors with automated dashboards. with easy to use interface no business planning experience is required. Modeliks guides you through the process. With its intuitive interface you can create investor-ready Pitch Decks , bank-approved Business plans, Driver-Based Financial plans, and powerful Financial Reporting Tools. The Financial Forecast enables you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan with no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts for monitoring & tracking your actual business performance vs your plan and previous periods. Furthermore, you can create customizable Dashboards and one-click Management Reports to share with your stakeholders.

Innsoft is a hotel management software provider that offers a simple, straightforward and value-oriented product. Our intuitive and fully customizable motel software & hotel software will streamline your hotel operations. Innsoft focuses on hotel management software for small and medium-sized properties up to 350 rooms. Innsoft's Check-Inn is a Windows-based, flexible and easy-to-use property management software that is trusted by thousands hotels across the country. Our U.S.-based support experts provide excellent service to our customers, making training and operations fast and easy. Connect-Inn Channel Manager allows you to manage 100+ travel sites from a single platform, while reservations are booked instantly into your hotel software. Include the Connect-Inn booking button to allow reservations to made directly from your hotel's website.

Verify offers 100% protection against SMS pumping fraud. Verify is an API that allows for multichannel verification of users. Fraud Guard provides protection against SMS pumping fraud. Terms and conditions apply. One turnkey API that provides a multi-channel solution for user verification. Add seamless two-factor verification to your onboarding flow and login flow using a single API. This API does the work of an OTP delivery solution. Fraud Guard has already prevented over 398,000,000* fraud attempts, saving customers over $46 million. Fraud Guard is the first to market innovation that offers 100% protection from SMS pumping fraud. Integrate a ready-to-use solution that takes care of all your connectivity needs, channels, code creation, fraud monitoring and more, using native software. Reduce fraud across all your channels with phone number validation that uses a single API endpoint to validate users, detect fraud and reduce friction.