-
1
Zumzum Financials
Zumzum
Streamline your finances and elevate customer service effortlessly.
Zumzum Financials is a comprehensive accounting solution specifically crafted for small and medium enterprises, providing all essential features in one convenient package at a single price. Its rapid and streamlined implementation process is designed to enhance user experience.
Built entirely on the Salesforce platform, Zumzum Financials enables businesses to integrate their front and back office operations seamlessly, thereby elevating customer service levels. The absence of manual data entry ensures that all information is readily accessible on the Account, empowering employees across departments to address customer inquiries promptly and effectively.
By fostering collaboration and offering a complete view of customer interactions, Zumzum Financials simplifies financial processes and enhances overall efficiency.
To embark on your journey toward an integrated CRM and Finance system, simply install Zumzum Financials from the Salesforce AppExchange. This step will significantly transform how your organization manages its financial tasks.
-
2
Dext
Dext
Effortlessly streamline bookkeeping and optimize expenses today!
Enhance your bookkeeping and optimize expense management effortlessly with Dext. Capture receipts and process invoices while enjoying seamless integration with leading accounting software, over 11,500 applications, banks, and platforms. Experience the convenience of starting your free trial today!
🆕 Discover the Advancements of Dext
- Effortlessly capture receipts and invoices through various channels, including our mobile app, browser, email, and direct integrations.
- Monitor your expenses conveniently with the Dext mobile application.
- Improve the efficiency of handling expense claims, such as mileage tracking and approvals.
- Streamline the management of business expenses and approval processes with enhanced functionality.
- Enjoy seamless integration with an extensive range of applications, banks, and institutions, including popular platforms like PayPal, Shopify, and Stripe.
Key Advantages
Effortless data extraction: Our cutting-edge optical character recognition (OCR) technology, boasting 99% accuracy and AI capabilities, digitizes receipts, invoices, and bills, even interpreting handwritten notes.
Automated integration: Cost data from more than 1,400 suppliers is automatically transferred to your accounting software, making reconciliation, categorization, and tax compliance straightforward.
**2024 Recognition
🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards, UK)
🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards, United States).
Join the ranks of satisfied users who have streamlined their financial processes with Dext.
-
3
TaxDome
TaxDome
Streamline your accounting practice with automated, user-friendly solutions.
TaxDome is a robust and user-friendly workspace designed to help you effectively oversee your clients, projects, documents, teams, and overall practice. This software specializes in workflow automation tailored for the tax and accounting sector, enabling you to streamline tasks while maintaining a clear overview of your operations. You have the option to utilize existing templates for various functions like bookkeeping, tax returns, payroll, and problem resolution, or you can design your own repeatable and adaptable processes that elevate your business. Clients will appreciate the branded portal, which is accessible and user-friendly for individuals of all ages and technical abilities. The platform prioritizes security and convenience, being available on both mobile and desktop devices. Moreover, TaxDome accommodates eleven different languages, making it possible for you to serve clients who speak languages other than English. By consolidating both internal management functions—such as workflow, CRM, and reporting—with client-oriented services like document signing, invoicing, and messaging into one cohesive platform, you can enhance the organization and efficiency of your practice. This comprehensive approach not only simplifies operations but also fosters stronger relationships with clients through seamless communication and support.
-
4
ChargeOver
ChargeOver
Streamline billing and payments, enhance cash flow effortlessly.
ChargeOver is an independent, online billing and invoicing platform suitable for businesses across various sectors. This cost-effective solution for recurring billing and payments is packed with features, including a self-service portal for customers and both standard and customizable reporting options. Users can set up invoicing and billing processes tailored to their needs, along with the ability to personalize communications related to billing. ChargeOver streamlines the management of recurring subscriptions and payments, enhancing customer service while saving time and boosting cash flow, ultimately leading to reduced expenses. Additional functionalities encompass automated dunning processes, support via phone, chat, and email, a fully searchable database, a customer payment portal, custom payment links, and a wide array of other features designed to facilitate seamless financial management. Overall, ChargeOver empowers businesses to manage their billing systems efficiently and effectively.
-
5
easybook
easybook
Effortless bookkeeping designed by entrepreneurs for entrepreneurs!
This straightforward but effective bookkeeping solution was designed specifically by entrepreneurs for fellow entrepreneurs!
With the Pay-As-You-Go Plan, you only incur charges when the platform is utilized to generate a document, such as an estimate or invoice. This feature can lead to significant savings for startups. Additionally, there is a scalable plan available for businesses that expand.
This approach enables you to concentrate on your essential tasks while the tool manages the bookkeeping seamlessly!
-
6
FINSYNC
FINSYNC
Empowering businesses with innovative solutions and exceptional support.
FINSYNC is dedicated to empowering small and mid-sized enterprises through cutting-edge software and exceptional customer support, aiming to facilitate their success.
Our payments platform enables businesses to streamline and gain centralized control over their financial transactions. We provide a comprehensive suite of services, including invoicing, bill payment, payroll, accounting, financing, and cash flow management, which together foster growth in innovative and exciting ways.
By connecting entrepreneurs with a virtual network of specialists, we ensure they receive unparalleled assistance tailored to their unique journeys. You can be paired with a financial expert who is ideally suited to help elevate your business, offering invaluable support in areas such as bookkeeping, financial analysis, accounting, and corporate strategy.
FINSYNC enhances operational efficiency and reduces costs while delivering superior analytics, improved customer service, and quicker access to capital via the FINSYNC Lending Network. Our commitment to excellence ensures that businesses are not only supported but also thrive in an ever-evolving marketplace.
-
7
Phoenix By AGDATA
AGDATA Australia
Streamline your farming operations with comprehensive management solutions.
Phoenix Farm Management products were developed by AGDATA Australia to combine financial and production resources specifically for broadacre farming, mixed agriculture, and livestock graziers. Users can easily access these products either through the cloud or directly on their desktop computers. Key offerings encompass farm budgeting, cash flow management, livestock management, paddock oversight, and payroll services. This comprehensive suite aims to streamline agricultural operations and enhance productivity for farmers.
-
8
LessAccounting
LessAccounting
Speed up payments, simplify accounting, streamline your success!
We assist companies in speeding up their payment processes and simplifying their accounting tasks.
Eliminate Repetitive Activities
Our cutting-edge, machine learning-based technology enables you to assess multiple years of expenses in under an hour.
Create Professional Invoices
Receive prompt payments directly from your invoices. Our invoices facilitate payments through Stripe, PayPal, or Square. If a client forgets to pay, they will receive gentle reminders, and you will be informed as soon as the payment is completed. Additionally, your invoice will automatically update to reflect the payments received.
Prepare for Tax Filing!
Are you set to meet with your accountant?
With just two clicks, your Balance Sheet is instantly generated.
You can also share various reports or your entire account with your accountant in moments, ensuring seamless collaboration. This process has never been easier.
-
9
Cashflow Manager
Cashflow Manager
Streamline your finances, save time, thrive effortlessly!
Cashflow Manager simplifies the process of ATO reporting, enabling you to focus more on what you love. By emphasizing the essential elements of your business, you can significantly boost your efficiency. The platform features an intuitive layout with clear rows and columns, making it exceptionally easy to learn and use—no prior knowledge of accounting is necessary, which makes it suitable for all users. It is recognized as one of the most affordable options available for managing accounting and bookkeeping tasks. Moreover, its effectiveness ensures that you save both time and money with each use, ultimately benefiting your business over time. By adopting Cashflow Manager, you will not only enhance your financial management but also witness a positive shift in how you operate your business. This innovative tool can be a game-changer for individuals and small businesses alike.
-
10
AccountEdge
Priority Software US
Streamline your finances effortlessly with user-friendly accounting software.
AccountEdge for both Mac and Windows is a robust accounting software solution designed for user-friendliness.
Invoicing features allow users to effortlessly generate and dispatch invoices for goods, services, or billable time while keeping tabs on the payment statuses of outstanding sales.
Expense management is simplified, enabling you to oversee your purchases and expenditures effectively, which in turn aids in tracking inventory and overhead costs. AccountEdge also provides tools for vendor management, payment processing, and scheduling recurring transactions.
When it comes to banking, the software offers detailed management of incoming and outgoing funds, making account reconciliation straightforward with integrated bank feeds and automatic matching capabilities.
Payroll management is essential, as employees represent a vital asset; thus, ensuring compliance through the tracking of their wages, accruals, and expenses is crucial for any business. With the optional payroll service, users can rest assured they are always aligned with the latest payroll tax regulations for precise processing.
Inventory management features enable you to monitor your products and services, keeping track of stock levels by location to guarantee that customer demands are met without delay.
At the heart of your financial oversight lies your chart of accounts, which is fundamental for effective reporting. You can maintain your general ledger, set budgets, and develop financial reports that provide deeper insights into your business's performance, empowering you to make well-informed decisions that drive growth.
-
11
Skyclerk
Skyclerk
Streamline your finances, reclaim time, and reduce clutter!
Skyclerk has been enhancing the accounting and bookkeeping experience for freelancers for over ten years, making these processes much simpler. Signing up allows you to easily oversee your financial matters once again. With a single flat rate for unlimited access, Skyclerk removes the hassle of navigating multiple pricing plans. Upon logging in, you'll receive a concise summary that sheds light on your business's performance. Furthermore, with the Snap!Clerk feature, your receipts are converted into organized data, helping to eliminate paper clutter and ensuring accurate ledger entries. This modern solution enables you to dedicate more time to your professional tasks instead of being bogged down by cumbersome paperwork. As a result, freelancers can enjoy greater peace of mind while managing their finances.
-
12
Reviso
Reviso Cloud Accounting
Streamline accounting, enhance collaboration, and boost efficiency effortlessly.
Reviso is an online accounting platform specifically designed for bookkeepers and small businesses, focusing on efficiency, security, and extensive customization options. Fully compliant with the Making Tax Digital initiative, it allows users to submit VAT Returns directly to HMRC and is recognized as a trustworthy software provider by the agency. Reviso champions collaboration, firmly believing that improved teamwork translates to better business outcomes. This document-centric application supports the integration of attachments, scanned receipts, mobile captures, and PDF invoices, ensuring easy access to all essential documents during audits or for future reference. With Reviso, expense management is streamlined, allowing for close collaboration with financial advisors to ensure precise recording of financial transactions. Additionally, the software offers comprehensive workflows for handling quotes, orders, invoices, and reminders, equipped with a flexible layout and template designer that helps small enterprises maintain a polished and professional appearance to their customers. The intuitive interface further simplifies navigation, enhancing the overall user experience and making accounting duties more manageable than at any other time. By utilizing Reviso, businesses can significantly improve their financial management efficiency and foster better relationships with clients and advisors alike.
-
13
O2VEND
Jeyan Technologies
Seamless retail management, empowering global sales potential effortlessly.
The advent of the internet has enabled businesses to reach global customers through online sales. New-age retailers must adopt a comprehensive Point of Sale system for in-store transactions, a dedicated online store for e-commerce, and a Back Office control panel for efficient management. With O2VEND, retailers of all sizes can seamlessly oversee their operations, breaking geographical barriers and accessing limitless potential. Multiple customers can purchase from the same inventory, enhancing sales opportunities. Featuring a contemporary web-based retail Point of Sale system, O2VEND integrates essential functions like cash register operations, employee management, and customer interaction, all while creating a seamless omnichannel experience. The online store is generated automatically, allowing businesses to showcase their products to a broader audience. Store management is simplified through various billing, payment, and delivery interfaces, ensuring all essential functions of a modern POS system are at your fingertips. Additionally, users can easily customize their web store by utilizing a variety of pre-designed widgets, positioning them according to their preferences. This flexibility empowers retailers to optimize their online presence effectively.
-
14
Focus on growing your business instead of stressing over your financial documents. By partnering with a virtual bookkeeping expert, you can capitalize on your strengths and save precious time. Offload your routine bookkeeping tasks to a QuickBooks-certified professional who can alleviate your workload. Experience tranquility knowing that a certified online bookkeeper will accurately categorize your transactions and reconcile your accounts for you. Maintain confidence throughout the year, as your bookkeeper will organize your records monthly, setting you up well in advance for tax season. Here’s how it operates: we make an effort to comprehend your business fully and connect you with a team of American bookkeepers to deliver exceptional bookkeeping services. Anticipate reliable bookkeeping support, receive accurate monthly reports, and feel free to consult your virtual bookkeeper whenever you seek assistance. Your dedicated expert will create your chart of accounts and integrate your bank accounts for a customized setup. Rely on your online bookkeeper for all categorization and reconciliation responsibilities, ensuring seamless support. At the end of each month, you will receive key reports that will aid in your vital business decisions, keeping you well-informed and ready for future challenges. This thorough method not only empowers you to manage your business efficiently but also equips you to make informed decisions backed by trustworthy financial insights. By having a knowledgeable partner, you can transform your financial management into a strategic advantage for your enterprise.
-
15
Bonsai
Bonsai
Streamline your business processes, maximize profits effortlessly!
Bonsai serves as a comprehensive management tool designed specifically for small enterprises and solo professionals. Among its most utilized features is financial management, which encompasses all essential aspects for owners to effectively oversee their finances and reach their profitability targets, including invoicing and payments, accounting, taxation, and banking solutions. The platform boasts a user-friendly and streamlined dashboard that facilitates ease of use.
With Bonsai, small and medium-sized businesses can effortlessly monitor their revenue and automate the classification of expenditures to optimize tax deductions. It allows entrepreneurs to expedite payment processing by generating professional invoices in mere seconds, complete with global payment options and automatic payment reminders.
Beyond financial capabilities, Bonsai also delivers an integrated client and project management system. This system features contracts with e-signatures, proposal creation, customer relationship management (CRM), client forms, scheduling tools, time tracking, and additional functionalities essential for effectively managing and expanding a business. Users can also craft personalized contracts and proposals using a library of over 1,000 templates provided by Bonsai.
All of Bonsai’s functionalities are interconnected and automated, establishing it as a holistic business process management solution that conserves both time and resources. By adopting Bonsai, business owners can focus on growth while the platform manages the operational details seamlessly. Ultimately, Bonsai empowers users to streamline various aspects of their business, fostering efficiency and success.
-
16
Akounto
Akounto
Streamline your finances effortlessly, empowering business growth today!
Akounto is an innovative cloud-based accounting and bookkeeping solution aimed at enhancing the efficiency of financial data management for businesses. With Akounto, you can easily oversee your finances while on the go, thanks to its ability to link your bank account directly to your personalized dashboard for real-time insights.
As a reliable ally in your financial management journey, Akounto equips you with tools to track and tailor invoices, automate bookkeeping entries, and keep your business's financial health within reach, all with just a few clicks. Additionally, the software is compatible with both Android and Windows platforms, ensuring that you have access no matter where you are.
By simplifying the complexities of financial management, Akounto helps business owners focus on growth and success. With its user-friendly interface and powerful features, Akounto is the smart choice for modern entrepreneurs aiming to elevate their business operations.
-
17
Pilot
Pilot
Empower your business growth with expert financial management.
Pilot takes charge of your financial management, enabling you to focus on growing your enterprise. Trusted by over a thousand businesses, Pilot offers a range of services including bookkeeping, tax support, budgeting, and fundraising assistance, among others. By partnering with Pilot, you can rely on a dedicated team of financial experts located in the US who have an in-depth grasp of your operations, along with software that harmoniously integrates with tools like QuickBooks, NetSuite, and Stripe. This integration allows you to manage your business with clarity regarding your financial situation. Each month, Pilot guarantees you receive accurate financial records promptly, ensuring your business stays on track. The proficient team is backed by powerful software that minimizes the likelihood of common errors. You can anticipate quick and responsive service, as your assigned finance expert is intimately familiar with the nuances of your company. Your monthly financial reports will feature customized statements tailored to your industry’s needs, whether it’s burn reports for startups or inventory management for eCommerce ventures. With accrual-based bookkeeping and extensive CFO support always at your disposal, Pilot is structured to evolve in tandem with your business's demands. Moreover, our proactive strategies furnish you with valuable insights that enhance your ability to make informed decisions about the future trajectory of your enterprise. In essence, Pilot not only simplifies financial processes but also serves as a strategic partner in your business's growth journey.
-
18
MoneyMonk
MoneyMonk
Streamline your business operations with effortless administrative support.
MoneyMonk simplifies the management of your administrative tasks with ease. More than 5,000 freelancers trust this platform to facilitate their business processes. It combines project management and accounting features into a single, cohesive system. You can easily track your work hours to stay compliant with tax laws. Moreover, you have the capability to record both work-related and personal trips, making it convenient to invoice for them when necessary. Customize your invoices to showcase your distinct brand identity and send them directly to your clients via email. The platform also allows you to upload receipts, which we will then scan and extract vital information from for you. You can set up projects, monitor your hours and travels, and gain valuable insights into your time management. Generate quotes that can be emailed to clients for quick approval or rejection. The system automatically computes your VAT return, ensuring it’s ready for your convenience. Adding bank transactions into MoneyMonk is a simple task, which enhances your overall financial management. While many entrepreneurs may find administrative duties overwhelming, MoneyMonk provides a variety of support options to help you navigate through them successfully. Our committed team is always available to assist you with your administrative challenges, ensuring that you can focus more on growing your business. With MoneyMonk, managing your business operations becomes a streamlined experience.
-
19
Quipu
Quipu
Streamlined accounting solutions for small businesses, effortlessly automated.
For more than eight years, Quipu has transformed the accounting landscape for small businesses and freelancers by offering a streamlined, automated, and completely paperless approach. Within the Overview section, users can conveniently access a current financial snapshot of their business, showcasing synced bank accounts alongside a comprehensive breakdown of their income and expenses. The platform facilitates the creation of personalized invoices and estimates effortlessly, utilizing templates and enhancing productivity with an auto-complete function. You can easily digitize your income and expenses through our intuitive OCR technology—just upload an image from your smartphone, attach a file to Quipu, or send it via email. Forget the stress of manually completing tax forms; Quipu seamlessly automates this task for you, guaranteeing precision every single time. By syncing your bank accounts, you can view all your financial data in one central location, simplifying the reconciliation of transactions and invoices with just a few clicks. Your sales cycle will remain efficiently organized, enabling you to quickly evaluate the status of your documents and manage them effortlessly. With Quipu taking care of the details, you can devote more time to expanding your business and achieving your goals. Experience peace of mind as we handle your accounting needs, allowing you to focus on what really matters.
-
20
Kippa
Kippa
Streamline your business operations with effortless banking solutions.
Discover seamless banking and bookkeeping services customized for your micro business with just a simple download. Kippa allows you to effortlessly establish a business bank account, handle basic bookkeeping tasks, generate invoices and receipts, and even create an eCommerce website—all via one free app! This innovative platform equips you to run your small business with the same efficiency as larger corporations. Your security is paramount, with each account secured by two-factor authentication to ensure safe transactions. Kippa streamlines your business operations, helping small to medium-sized entrepreneurs monitor their sales and expenses while offering features for sending digital invoices and receipts, managing debts, and opening a bank account to accept payments in just minutes. With over 350,000 businesses currently relying on Kippa for their operational management and payment processing, you can keep your business data easily accessible at all times. The application allows you to log expenses, sales, and outstanding debts with great convenience. It also enables the management of multiple stores from a single dashboard, simplifying the creation and sending of professional invoices to clients while tracking their status—whether sent, viewed, overdue, or paid. Furthermore, Kippa's intuitive design ensures that you spend less time on administrative duties, freeing you to focus on growing your business effectively. By utilizing this platform, you can elevate your business management experience to new heights, enhancing both productivity and organization.
-
21
AgenterBooks
AgenterBooks
Simplify your finances with intuitive cloud accounting solutions.
Agenter Book offers an easy-to-use cloud accounting solution designed specifically for small business owners, independent contractors, and accounting professionals. This software streamlines financial management, making it accessible for users with varying levels of expertise.
-
22
Keeper
Keeper.app
Streamline client management, enhance insights, and boost efficiency.
Effectively engage with your clients, pinpoint coding errors, track essential performance metrics, and optimize your workflow seamlessly. Provide a comprehensive platform for your clients to manage unclassified transactions, upload bank statements, and assess their financial data. Introduce automated email notifications to reduce the necessity for manual reminders. Detect and correct misclassified transactions directly within the Keeper application. Keep an eye on KPIs and develop customized financial packages tailored to the needs of each client. When you log into Keeper, the first thing you will notice is a Client List showcasing all your clients alongside the progress made on their accounts. This list also highlights any outstanding Client Questions, showing which issues have been addressed. Furthermore, you can enrich your Client List by incorporating Client Properties, which give you a more profound understanding of each client; for example, a VIP client checkbox feature allows you to filter and view only those clients deemed a priority. This structured organization not only enhances operational efficiency but also significantly elevates the client experience. By maintaining such a system, you ensure that all aspects of client management are handled with accuracy and care.
-
23
Docyt
Docyt
Transform your financial management with powerful automated insights.
Leverage advanced automation for effective data entry and gain immediate insights into your financial performance, including revenues, expenses, and profits. With the innovative capabilities of Docyt, artificial intelligence is utilized to understand and adapt to your business needs. By automating various back-office and bookkeeping functions, Docyt enhances your operational efficiency. It offers timely financial insights that empower you to make informed decisions. You can streamline monotonous bookkeeping activities, strengthen management capabilities, and enjoy immediate access to your financial status through dynamic reports and analytics. Furthermore, Docyt enables you to examine both detailed and aggregated financial statements across all your business locations. By minimizing manual tasks, Docyt also boosts employee morale and satisfaction. This solution simplifies accounting processes without the exorbitant costs and lengthy transitions typically associated with new ERP systems. Reach out to us today and discover how Docyt can revolutionize your accounting workflows and optimize your spend management effectively.
-
24
Empower your business with vital tools that boost efficiency and provide crucial insights for expansion, all available through QuickBooks Online Advanced.
Gain access to pivotal data with reports that are both customizable and ready to impress, while maintaining synchronized spreadsheets for accurate business information and individualized insights.
Minimize the hassle of manual processes by easily importing and sending multiple invoices and expenses at once, and simplify the task of entering and modifying several bills and checks in just a few clicks.
Your security is our top priority; we protect your financial information with cutting-edge encryption and strong security measures.
Customize your workflow by choosing from a variety of seamless app integrations tailored for QuickBooks Online Advanced, and expand its capabilities by linking with leading applications such as DocuSign, Bill.com, HubSpot, and Salesforce, among many others.
By leveraging these features, you can not only enhance your business operations but also foster sustainable growth and success in an increasingly competitive landscape.
-
25
TrulySmall Accounting offers an ideal solution for small enterprises, simplifying your operations with a single, easy-to-navigate software platform designed to enhance productivity. By automating various accounting functions, you can recover precious time that was once consumed by monotonous bookkeeping chores. Just connect your bank account, and we will take care of automatically categorizing and posting all your financial transactions. You can easily generate invoices, track their progress, and obtain insights into payment schedules. Furthermore, we handle sending out automated reminders to your clients when payments are due, ensuring nothing slips through the cracks. Our software also guarantees that your accounts are reconciled seamlessly, matching invoices with incoming payments to eliminate any doubts regarding received funds. Bid farewell to the complexities of Excel spreadsheets; once you link your bank to TrulySmall Accounting, you'll have all your vital business reports ready in under five minutes. This capability not only enhances your comprehension of your business's financial status, but it also equips you for loan requests and ensures you're well-prepared for tax season without the usual last-minute scramble. In the end, TrulySmall Accounting allows you to concentrate on expanding your business rather than being weighed down by financial management tasks, enabling you to achieve your goals more efficiently. With this powerful tool in your corner, you can make informed decisions and drive your business toward greater success.