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Hubdoc is a cloud accounting application that automatically fetches financial documents from hundreds of banks, utilities, telecom providers, and online vendors; extracts the key data; and seamlessly syncs transactions to cloud accounting platforms with source documents attached. With Hubdoc, reconciliation, payment processing, and audit-proofing are just a few clicks away.
CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.
Vestd is the UK’s first automated equity distribution and management platform for small and medium-sized enterprises (SMEs). Our cloud-based platform simplifies every aspect of how equity distribution is arranged and managed. We help private businesses save time, hassle and money by making it possible to use equity to help meet businesses meet their goals.
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Junxure’s industry-leading technology solution provides CRM and office management through powerful workflow automation tools while ClientView provides a secure client portal to extend your services to the web. www.junxure.com
Shoeboxed is a document management service and software that scans, organizes and categorizes receipts, business cards and other paperwork into a searchable cloud database. We help small businesses and entrepreneurs get organized and maximize tax deductions by turning physical paper into digital data. Our mission is to streamline tedious accounting and administrative tasks so that business owners can spend less time on paperwork and more time doing what they love. Shoeboxed can be accessed through our web app and mobile app, and product features include: Precise scanning, OCR and human data verification | On-the-go receipt and mileage tracking with mobile apps | Prepaid receipt and document mail-in service | Automatic Gmail receipt syncing | Business card organization and management | Customized expense reporting | Integration with major accounting programs such as: Wave Accounting, Evernote, Xero, FreshBooks, Outright, Bill.com, Intuit, Fujitsu, and HP.
Creditsafe, the Global Business Intelligence experts, is the most used provider of online commercial credit information in the world. With over 200,000 subscription users across the globe and 16 offices in twelve different countries, we pride ourselves on the quality of our data and hold information on over 240 million companies worldwide. We provide financial information on small, medium and large businesses across the world; such as a company’s status, key financials, verified details, payment data, plus much more. Our executive product suite consists of a range of business solutions such as company credit reports, monitoring tools, marketing data, and debt recovery tools all supported by one of the most predictive credit scoring algorithms on the market. Creditsafe ensures you feel secure that you are making sound, informed business decisions based on the information you receive from our system. We offer both local and international company credit reports instantly available with online coverage in over 60 countries. We can also supply a freshly investigated company credit report on any company anywhere in the world within 2-10 working days. All reports benefit from a standardized credit rating that allows you to compare international companies to local ones.
MIDAS (https://mid.as) is a powerful and intuitive browser-based scheduling system that gives you complete control over your room bookings & resource scheduling. Accessed entirely from your favorite web browser, see at a glance when your bookings are scheduled, manage staffing & equipment, send confirmations & invoices to clients, take booking requests through your website, and put an end to confusion & double bookings once and for all! As all you need is a browser, your MIDAS booking system is readily available wherever you are! - Whether at the office, at home, or on the move - from your desktop, laptop, tablet or mobile device - your booking information is right at your fingertips! Available to download (for use on your own server), or as cloud hosted SaaS (Software as a Service), MIDAS drastically cuts down on your costs, by streamlining the time spent on booking & administrative tasks, and reducing the amount of paperwork!
Get paid faster by automating your accounting processes. InvoiceSherpa's advanced invoice reminder and collection software automatically chases late invoices and integrates quickly with all major accounting software platforms. InvoiceSherpa is packed full of management features to automate your accounts receivable, which speeds up your cash flow cycle so you can improve your bottom line, business performance and customer satisfaction.
Invoice Home is an intuitive software system that allows customers to generate invoices through the use of 100s of free invoicing templates. Customers may join and use for free, while they create, edit and email invoices and other financial documents such as quotes, estimates and receipts to their customers, or download the completed invoice templates to a PDF or excel file in order to print. The system is purposely kept simple, clean and fresh so that anyone can quickly and easily fill in the proper information required, choose a unique template and personalize with a company logo or photo and be done in minutes. There are several payment platforms offered such as Gateway and PayPal so that customers can get paid instantly, or there is an option to manually mark invoices paid if it is being paid via cash or check. Standout features include auto numbering, multi taxes, unlimited storage, automatic backups, and over 150 currencies supported by the system.
Have you fallen in love with Traction® by Gino Wickman? Looking for software to manage the EOS process without tangles of Google docs and spreadsheets that all require manual updating? Look no more! Traction Tools software helps organizations implement the Entrepreneurial Operating System (EOS) with ease. Run and manage your Level 10 meetings, V/TO, and your accountabilities in one place. Go further, faster with additional features such as texting to capture issues, to-dos and people headlines while you're on the go. Get email reminders of To-Dos for you and your team. Learn what the power of Traction Tools can do for you with a free fully featured 30-day trial and white glove service to handle all of the configuration and data migration for you. Schedule a personal demo today by contacting ClientSuccess@MyTractionTools.com
Advents Moxy trade order management system is your firms command and control center a centralized platform for making and executing trading decisions quickly and confidently. With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Moxy streamlines your trading workflow while giving you control and visibility across the entire process, from asset allocation through settlement.
Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit www.broadridgeadvisor.com Emerald Connect and Forefield are now Broadridge Advisor Solutions.
FMAudit’s approach gives you two-way communication between your accounting and dispatch systems. This two-way communication streamlines business processes and eliminates overhead related to meter billing, supply reorder processing, service deployment, purchasing, and managed print services assessment and proposals.
Hyperwallet’s payout platform provides growing organizations with a frictionless, transparent, and reliable way to manage payments and enhance the payee’s experience almost anywhere in the world. Trusted by enterprise, ecommerce, and on-demand platforms, Hyperwallet's flexible payment technology empowers businesses to securely and efficiently distribute funds from within a singular payment environment.
Payfirma is an award-winning payments company that helps businesses accept credit and debit cards online, in-stores, and on mobile devices. Over 8,000 businesses across North America use Payfirma’s payment tools to get paid easily and keep all transaction data in one simple place. When businesses use data to make decisions about customers, products, and employees, they run smarter, more successful companies.
QuickBooks hosting by Ace Cloud Hosting allows you to have your licensed QuickBooks desktop software installed on the highly secure and super fast servers and then access to the QuickBooks software and data with a secure login and a password over an Internet connection. Here are some benefits you get with QuickBooks Hosting - 1. Anytime, anywhere access 2. Multi-device compatibility 3. Multi-user collaboration 4. Reduced IT costs 5. Better integration with add-ons and 3rd party business software such as Bill.com, Fishbowl Inventory 6. Secure data transfer and regular backup 7. Business continuity and disaster recovery 8. Automatic updates and upgrades with QuickBooks Software 9. 24x7 expert support 10. Fully-featured QuickBooks Desktop environment
SAP Hybris Products for Revenue Management Innovate with agility and increase transparency across the entire revenue management process from customer engagement to revenue recognition with agile, scalable and highly-automated billing, invoicing and revenue management solutions. Our on-premise, SAP Hybris Billing solution gives you the power to work more profitably in a complex partner ecosystem, reselling their products and services and sharing revenue accordingly. You’ll also be able to accurately anticipate the effect of new pricing models and create targeted offers that combine both products and services. With SAP Hybris Revenue Cloud, you can deliver simplified, personalized CPQ (Configure, Price, Quote), Order Management and Subscription Billing experiences nimbly from the cloud. You’ll gain the speed and agility you need to adapt in the fast-paced economy we live in.
Access Financial Solution is a finance and accounting software that integrates with Access comprehensive business software suite and third-party solutions, from core ledgers, sales order processing and procurement to workflow forms, document management and reporting.