EveryDollar vs. Beem

Monarch Money is a powerful personal finance platform that revolutionizes how individuals and couples manage their money by consolidating all financial accounts in one intuitive app. It connects over 13,000 financial institutions to provide real-time updates on bank balances, credit cards, loans, investments, and real estate holdings, giving users a holistic view of their net worth. The app features dynamic budgeting tools that adapt to your lifestyle, allowing for personalized budget creation and adjustment as your priorities change. Monarch also enables collaboration with partners or financial advisors at no additional cost, facilitating joint money management and goal setting. With automatic transaction categorization, subscription detection, and alerts for unusual spending, users can easily maintain control over their finances. Detailed, customizable reports and visual charts help translate complex data into actionable insights. Monarch works seamlessly across web, iOS, and Android devices, ensuring financial information is synchronized and accessible on the go. It is highly regarded for its user-friendly interface, extensive connectivity, and comprehensive financial tools, making it a top alternative to Mint, YNAB, and Rocket Money. The platform also offers features like a bill calendar, cash flow management, and goal tracking that help users stay motivated and on target. Monarch’s active user community and expert blog provide ongoing support and financial education, empowering users to improve their money habits and achieve financial wellness.

BetterWorld is an innovative fundraising platform aimed at assisting nonprofits, educational institutions, and businesses in maximizing their fundraising efforts. With a reputation built on the trust of over 100,000 organizations, BetterWorld offers tools that streamline the fundraising process, improve campaign outcomes, and fit any budget, starting with a free option. Users can initiate campaigns in under five minutes, which allows them to concentrate on fundraising rather than getting bogged down by logistical concerns. Thanks to its intelligent automation and intuitive interface, BetterWorld enables nonprofits to save between 30 to 40 hours on each campaign while boosting donations by more than 30%. By fostering a seamless and user-friendly experience for donors, BetterWorld not only facilitates more impactful campaigns but also empowers organizations to realize their fundraising aspirations effectively. This comprehensive approach ensures that even those with limited resources can participate in successful fundraising initiatives.

6sense Revenue AI™ removes uncertainty and provides essential data and insights that empower your revenue team to develop and transform high-quality pipelines into actual revenue. By doing away with the lengthy and costly guesswork that has hindered B2B revenue teams for years, 6sense Revenue AI™ fosters reliable revenue growth. It ensures that every digital investment is optimized while unveiling concealed buyer behaviors. By scrutinizing vast amounts of data, it identifies in-market accounts, enabling you to take appropriate actions at every step across multiple channels. Although numerous companies are interested in what you provide, traditional martech systems often fail to accurately gauge buyer interest. This crucial, elusive information resides in the Dark Funnel™, which 6sense effectively analyzes and brings to light. Furthermore, streamline your prospect follow-up using AI-driven conversational email solutions. With 6sense® Conversational Email, sales and marketing professionals can craft customized emails powered by AI, facilitating the conversion of prospects into valuable sales meetings. This innovative approach not only enhances engagement but also increases the likelihood of closing deals.

senseIP is a revolutionary AI-based platform designed to simplify patent research, drafting, filing, and management. It empowers inventors—whether individuals, startups, or corporations—to file robust patents with ease and at a fraction of the cost of traditional legal services. Using AI trained on over 100 million patents, senseIP offers efficient prior art searches, error-free drafting, and quick filing, providing a seamless process from idea to intellectual property protection. With senseIP, inventors can complete the entire patent process for a flat fee, saving significant time and money.

Our Product Information Management (PIM) Software empowers you to manage your products effectively and distribute them across various channels. It serves as a centralized hub for product data, enabling seamless integration with eCommerce platforms, print catalogs, ERP systems, trading partners, and numerous other applications. This solution helps you expand your reach to additional channels, enhances merchandising strategies, automates syndication processes, and guarantees the accuracy of your product information for all users. By utilizing this comprehensive tool, businesses can streamline their operations and improve overall efficiency in managing product data.

Project Insight (PI) is an advanced project and portfolio management software that enables organizations to compile and analyze all their projects seamlessly. By integrating your work, projects, and tasks into a single, user-friendly online platform, PI can be tailored to meet the specific requirements of your business. This makes it particularly beneficial for organizations with intricate project management needs, such as budgeting, scheduling, time-tracking, and capacity planning. Despite its robust features, PI remains accessible and adaptable, which in turn enhances the level of customer service you can offer. Users can effortlessly merge data from essential tools like CRM, accounting, DevOps, and support software, providing stakeholders with immediate insights into project status. Additionally, the FREE version of PI allows users to get started quickly and scale their usage over time as their needs evolve. This flexibility ensures that as your organization grows, PI can continue to meet your changing project management demands.

NaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.

Reduce the hours spent on double data entry each day and save thousands monthly on fuel expenses through our advanced automation and routing optimization tools powered by Google. Effortlessly manage both one-time and recurring jobs using our job pool along with intuitive drag-and-drop scheduling features. You can conveniently sign up new clients, view your schedule, complete appointments, monitor chemical usage, and perform a variety of tasks right from your mobile device or tablet. Streamline your operations by automating notifications for pre-service, follow-ups, collections, review requests, and other routine activities. Easily handle post payments, resend emails, upload and send files, text, and more through a user-friendly customer account interface. Leverage our comprehensive suite of tools, including Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards, to enhance the effectiveness of your Door-to-Door initiatives while boosting overall productivity. This consolidated approach not only simplifies your workflow but also empowers your team to achieve greater success in their daily operations.

Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.

DialedIn is a powerful cloud-based call center software designed to help organizations maximize efficiency, boost agent productivity, and deliver exceptional customer experiences. Built for modern sales, service, and support teams, it combines intelligent automation with flexible tools to streamline operations, improve contact rates, and drive measurable ROI. Unlike outdated legacy systems, DialedIn provides a modern, intuitive solution that scales with your business and adapts to evolving customer needs. The platform offers a complete suite of advanced dialing modes tailored to different campaign goals. Its predictive dialer leverages algorithms to anticipate agent availability and connect them directly to live answers, maximizing talk time. The progressive dialer automatically places calls one by one as agents become available, balancing speed with control. When personalized outreach is needed, the preview dialer equips agents with customer details before each call. Alongside these modes, skill-based call routing ensures every interaction reaches the most qualified agent, whether by expertise, language, or specialization, improving customer satisfaction and evenly distributing workloads. Real-time reporting and analytics further empower managers to track KPIs, coach agents effectively, and refine campaigns for long-term success. DialedIn also distinguishes itself with CleanCallerID™, a proactive solution that monitors and replaces flagged numbers to protect caller reputation and sustain high answer rates. This helps prevent spam labeling, reduce carrier blocks, and safeguard campaign performance. For added value, DialedIn integrates seamlessly with leading CRMs and third-party tools, unifying data across platforms for a more connected sales and support ecosystem. Backed by reliable, 100% U.S.-based support, clients gain dependable technical and account assistance that keeps their operations running smoothly.