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Other Finance & Admin. reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Other Finance & Admin. Software

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    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (51)4.1 out of 5

    Quicken is a personal finance management tool that helps to organize and manage personal budgets.

    (11)4.5 out of 5

    Intelliconnect is a research platform that provides the tools and answers you need to help manage workflow and efficiency.

    (26)4.0 out of 5

    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.

    (12)4.0 out of 5

    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, paymen

    (17)4.1 out of 5

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    (13)4.2 out of 5

    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 headli

    (6)4.8 out of 5

    A highly customizable personal productivity app that lets you manage your projects, tasks and time. It combines to-do and calendar functionality.

    (5)4.2 out of 5

    Fixed Assets CS provides you with the necessary tools to calculate and keep track of your clients' fixed asset and depreciation activity. You can enter client data, assets, and information about those assets. Fixed Assets CS automatically calculates the correct depreciation based on the asset's method of depreciation, life, and the date it was placed in service. You can then print predefined or customized depreciation worksheets, forms, and reports based on the client's activities, asset groups,

    (5)3.5 out of 5

    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    (5)4.1 out of 5

    SWELLEnterprise is an all in one business management application that was designed to put enterprise-style functionality in the hands of solopreneurs, agencies and small teams at an affordable cost.

    (4)3.5 out of 5

    Automate data entry for your bookkeeping or accountancy practice.

    (4)4.1 out of 5

    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,

    (4)3.6 out of 5

    Synchronization of all your business accounts and invoices to keep a regular track of day to day business transactions.

    (5)2.9 out of 5

    ReadSoft - Automating document driven processes in the cloud and on premise

    (3)3.2 out of 5

    ApprovalMax provides approval workflow automation for cloud accounting platforms such as Xero and QuickBooks Online. It replaces paper- and email-based approval processes with multi-step and multi-role automated approval workflows that enable automated notifications to approvers, automated audit trails and mobile approvals. Approval workflows include: • Invoice approvals / bill review and bill approval • Purchase order approval, including the functionality to create purchase orders • Sales invo

    (3)4.5 out of 5

    SaasAnt Excel Transactions lets you import, export, and delete your XLS/XLSX/CSV file transactions easily and quickly in QuickBooks Online.

    (3)4.0 out of 5

    Moxy® is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Built on industry-standard technology, it’s easy to implement within a firm’s existing IT environment. And, as your AUM or trading volume grows, it has the scalability to deliver the performance you need. Moxy® provides a window into your firm’s trading operations. By allowing end-to-end transparency into your processes

    (3)4.7 out of 5

    Advaiya has created Agile Jira connector that syncs the Epic, Stories, Tasks, Subtasks and Bugs in Jira and MS Project Pro. The connector allows project managers and executives to get better insights into the agile managed projects.

    (3)5.0 out of 5

    Nubank is a leading financial technology company in Latin America. Its first product, launched in 2014, is a no-fee credit card that is fully managed by a mobile app. Almost 30 million people have requested the product since launch, and the company has passed the 12 million customer mark.

    Nasdaq's matching technology provides execution venues of all sizes with reliable, comprehensive, multi-asset capabilities to keep pace with ever-changing market requirements. The functionally-rich platforms support trading in any asset, anytime, anywhere and are both scalable and flexible to adapt as your firm expands into new asset classes or looks to offer additional services. Additionally, Nasdaq solutions offer the ability to trade multiple asset classes within a single solution, reducing t

    (4)5.0 out of 5
    Entry Level Price:Free 1

    Uncat syncs with QuickBooks Online and helps bookkeepers, accountants, and clients to fix uncategorized expenses.

    FICO Blaze Advisor is the decision rules management system, maximizing control over high-volume operational decisions. Blaze Advisor provides companies with a scalable solution that delivers unprecedented agility and actionability for smarter business decisions.

    (2)4.0 out of 5

    Providing a transparent and fair alternative that empowers everyday Americans so that they can make ends meet and get the financial relief they deserve.

    (2)3.5 out of 5

    FICO Card Alert Service protects customers from fraudulent transactions and reduces financial organizations exposure to significant financial losses

    (2)3.8 out of 5

    Credit.net allows you to quickly obtain credit information on your customers, suppliers, and partners from our database of 15.5 million U.S. and Canadian businesses, including privately owned, small or hard-to-find companies. Credit.net gives you the power to protect your business, before granting credit terms.

    (2)4.8 out of 5

    FICO Score XD, developed by LexisNexis in partnership with FICO and Equifax and based on Equifax, LexisNexis, and NCTUE data, leverages alternative data sources to assess credit worthiness among traditionally unscorable populations.

    (2)5.0 out of 5

    FXCM offers educational courses on FX trading and provides trading tools proprietary data and premium resources.

    (2)4.3 out of 5

    Business management platform designed for Audio Video integrators, also applicable to service oriented companies like Electricians, Plumbers, etc. Includes CRM, Product Catalog, Proposals, Project Management, Invoices, QuickBook Integration, Sales Orders, Purchase Orders.

    (2)2.8 out of 5

    Polybius is a project aimed to create a regulated bank for the digital generation.

    (2)4.3 out of 5

    A sales system that helps advisors chart retirement courses for Baby Boomers.

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