Best Finance Software with a Free Trial of 2026 - Page 18

Credit Pulse automates and digitizes the credit process. It reduces manual effort for credit approvals and continuously monitors portfolios for credit risk. Automated bank and trade references can reduce the time it takes to obtain references from weeks to minutes. Optimize credit allocation across all customers. Credit can be extended and restricted as the risk changes to reduce bad debts by 20%. Notify you of any changes, such as NSFs (non-sufficient funds), bankruptcies (bankruptcy), liens on bank accounts, and changes in credit scores. Manage your entire credit operations, from applications to approvals. You can also monitor your portfolio continuously for credit risk. Credit Pulse offers a streamlined application for credit with pre-filled business information, eliminating the usual 'back and forward'. Save over 1000 hours per year of manual work. The days of manually sourcing data from third parties are over. Credit Pulse centralizes 15+ reliable sources of data, including credit bureau reports. Credit Managers will feel more confident in making decisions, especially for SMBs.

PayDo is an integrated payment ecosystem that strives to offer a comprehensive range of payment solutions in a single platform. Tailored to meet the diverse requirements of various sectors, PayDo excels in providing specialized multicurrency IBANs, accommodating high-risk payment scenarios, and ensuring extensive global access. It serves 28 different industries, catering to both B2B and B2C markets, as well as facilitating transactions across more than 150 locations worldwide. Key features include multicurrency dedicated IBANs, nine distinct payment schemes, and a commitment to high-risk-friendly transactions, all while ensuring transparency with no hidden fees or volume restrictions. Additionally, PayDo operates under licenses from Curacao and other jurisdictions, offering instant settlements with zero chargebacks and no rolling reserves. With access to over 350 payment methods, it boasts Mastercard Principal Membership and SWIFT Direct Participation, all encapsulated in a streamlined experience with a single signed contract for users. The goal is to simplify complex payment processes while maximizing efficiency for businesses of all types.

TaxTrex is an advanced platform powered by AI, designed exclusively for managing R&D tax credits. It simplifies the claims process by providing a step-by-step guide, enabling users to prepare and submit their claims in as little as 90 minutes. The platform features automated data collection, smart risk evaluation, and documentation that is ready for audits, guaranteeing efficiency, precision, and complete adherence to regulations while eliminating the common challenges associated with tax credit claims. With TaxTrex, users can navigate the complexities of tax credits with ease and confidence.

lend.ezee is an innovative lending ecosystem powered by AI that enables banks, NBFCs, credit unions, and fintech companies to swiftly deploy and expand digital loan offerings within days instead of months. This platform integrates all aspects of the lending process, including origination, KYC, underwriting, decision-making, disbursement, and servicing, creating a streamlined and interoperable solution. Featuring advanced rule-based and AI-driven decision engines, dynamic workflows, and connections to multiple credit bureaus, lend.ezee significantly reduces technology dependencies by 80% while enhancing lead-to-loan conversion rates by up to 20 times. Lenders benefit from the ability to rapidly adjust credit offerings, automate the processing of documents, conduct real-time risk assessments, and close compliance gaps without manual intervention. Designed with teams in mind rather than developers, lend.ezee promotes agility, security, and scalability across various lending types, including consumer, business, and secured loans, while also lowering customer acquisition costs by 30 to 50% and providing a swift and seamless experience for borrowers. Ultimately, lend.ezee transforms the lending landscape, making it more accessible and efficient for all stakeholders involved.

Buktec is a cloud-based, mobile-based, paperless bookkeeping platform. It allows accountants and businesses to collaborate to improve their pre-accounting processes.

Effortlessly manage your accounting, invoicing, inventory, reports, and additional functions. - Access everything directly from any computer, tablet, or mobile device without needing to download software. - Benefit from unlimited support from a team of specialists, available via chat, email, or phone, based on your preference. - Stay compliant with the evolving legal regulations in various Latin American countries, the United States, and Spain, thanks to automatic updates. - Enjoy a 15-day free trial to explore all the features available.

Marketlog is a product of a project that has been meticulously designed and developed over a period of 2 years by the team that created Myfxbook.com – the leading forex portfolio service. Marketlog has been built from the ground-up to match the quality of our users' experience over the last 15 years. The service is free (with paid plans also available) and allows you analyze and compare your portfolio of stocks in a completely automatic way. It is also very easy to use and allows you to track trading portfolios across different brokerages. (Over 10,000 supported!) You can view all your stock portfolios in one dashboard, and you can even see other traders who share their stock portfolios with you! We've invested more than $3,000,000 in research, development and we hope you like the results as much as us. We are constantly adding new features to the service!

* Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system. * Reduce Human Resources: Our invoice collection software functions as an additional member of your accounting team. This comprehensive solution streamlines your cash flow by automating your accounts receivable.

Shift4Shop simplifies the process of creating an ideal website for your business, allowing you to effortlessly sell products or services online. Our comprehensive eCommerce platform features an easy-to-use website builder, along with tools for managing products and orders, as well as customer marketing. You can select from a wide range of professionally crafted templates tailored to various industries, all designed to be mobile-responsive, SEO-friendly, and fully customizable. Utilize our user-friendly web design tool to modify your site, directly edit the HTML and CSS, or connect with our network of design professionals to develop your online store. With access to a multitude of robust features, including product management, order tracking, SEO capabilities, and marketing through email and social media, your business will be well-equipped. You can also securely process payments through credit cards and digital wallets with our integrated payment solution. In essence, Shift4Shop equips you with all the necessary resources to successfully launch, expand, and oversee your online venture, ensuring you have everything at your fingertips to thrive in the digital marketplace.

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

HandiFox is an inventory and sales management solution tightly integrated with QuickBooks. It helps business owners automate their inventory process and boost efficiency in acquiring, managing and selling goods. Handifox Desktop offers the best of both worlds - the power of desktop in the office and the flexibility of using mobile devices in the field, keeping all parts of your business in sync. Handifox Online is a cloud-based app which can be accessed via any browser or iOS/Android mobile app.

Calculate, collect, and file your sales tax with ease using TaxCloud. File with 100% accuracy across all 13,000+ US jurisdictions. Say no to manual filing and let TaxCloud automate it for you.

AutoPal Software is recognized as the top-rated cloud-based loan servicing solution available today. Tailored for financial institutions and banks, it equips users with a comprehensive array of features that enable the customization of business websites, the creation of customer portals, the sending of SMS notifications, payment processing, email communications, and much more. Additionally, AutoPal Software encompasses essential functionalities for lease calculations, interest assessments, loan generation, auditing, and effective communication, all integrated into a single cohesive platform. This makes it an invaluable tool for managing various aspects of loan servicing efficiently.

Zistemo is the best online invoice software that tracks time, expenses, teams, and projects. It also features time tracking. Zistemo is the ideal solution for freelancers, startups and enterprises who want to work faster and save time. It allows users to automatically generate professional-looking invoices and gives them a 360 degree view of clients, team members, projects, and team members from one dashboard. Users can also get accurate time reports for their team members. The app can be accessed on any mobile device so users can work and keep up to date on the move.

Our partnership and platform accelerates and enhances every aspect of the subscription lifecycle—from plans, pricing, and promotions and subscriber management, to payments optimization, recurring billing, churn management, and revenue recognition. Recurly delivers: - Scalability: Our platform is built for growth, adapting effortlessly to your evolving needs. Enter new markets and manage expansion without skipping a beat. - Subscription Insights: Gain data-driven expertise on subscriber behaviors and preferences, empowering you to make strategic decisions that bolster your bottom line. - Subscriber Retention: We perfect the art of retention through personalization for heightening customer engagement and robust churn management solutions. - Profitable Growth: Our technology isn't just sustaining; it's growth-accelerating, driving operational efficiency and fostering innovation.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

As an entrepreneur, you have a lot on your plate when it comes to running your business. That's where Teamleader comes in to make your life easier and your mind free. Our business software allows you to create quotes, manage customer relationships, invoice, and plan work, all in one convenient place. This means you can avoid the hassle of having information scattered across different inboxes, Excel sheets, and software. Instead, you'll have a clear overview of your sales opportunities, projects, and payments, giving you a sharp picture of your business's performance. Join over 15,000 entrepreneurs and their teams who rely on Teamleader's business software to streamline their paperwork and get more done with less hassle. Sounds good?

LeanLaw is the legal billing software for law firms built on QuickBooks Online that makes running a profitable mid-sized law firm straightforward and simple for everyone involved. Spend less time on time tracking, trust accounting, and all-in-one billing — and more time on billables.

Pleo is an innovative platform for managing expenditures, aimed at assisting companies in automating and optimizing their expense workflows. With its intelligent company cards that have adjustable spending thresholds, Pleo allows employees to make necessary purchases while maintaining the organization's financial oversight. Managers benefit from immediate insights into company spending, equipped with functionalities such as automatic receipt reconciliation, the option to flag transactions, and the capability to temporarily disable cards when needed. By streamlining accounting processes and enhancing financial productivity, Pleo makes managing expenses a hassle-free experience for businesses, regardless of their scale. This integrated approach not only saves time but also fosters better financial decision-making across the organization.

Aestiva Purchase Order is a software solution developed by Aestiva Software that focuses on procurement and purchasing. This tool allows organizations to efficiently manage, generate, and approve purchase requisitions and orders. It is compatible with various operating systems, including MS Windows, Mac OS X, Linux, and Unix. Users of Aestiva Purchase Order can also time-stamp their purchase orders (PO) and create detailed auditor reports. Additionally, the software accommodates multiple languages and currencies, making it versatile for international use. Its user-friendly interface helps streamline the purchasing process for businesses of all sizes.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

Unleashed Software makes inventory management simpler and more efficient. Unleashed is a cloud-based platform that makes inventory management easy. It allows businesses to monitor inventory health and gives visibility into all aspects of inventory management. It integrates seamlessly with many finance, eCommerce and other software solutions. Global brands trust Unleashed across a variety of industries, including manufacturing, wholesale, retail, and consumer goods.

RazorSync allows you to manage your field service software from your mobile phone, tablet, or computer. Schedule, dispatch, invoice, and manage customer records from the field. You can even save time and travel by viewing jobs, technicians, and scheduling on a map. All data is stored in the cloud to ensure easy access, and the customer records update your office QuickBooks automatically. Customers report higher billings, revenue, and satisfaction with RazorSync. Start a free trial today!

N2F can be used with all ERP and accounting software. It automatically enters the entries into your accounting program. Analytics are managed and recoverable VAT is calculated. Multi-country management, one or recurring advance payments and travel requests. 11 languages. All is included. No surprises! No more tedious data entry at month's end: Complete your expense reports online. Do not lose another expense report. Take a picture. N2F will automatically fill in everything. Do not waste time calculating recoverable taxes. Automate import expense reports into your accounting software. Eliminate the hassle of managing expense reports for your employees.