Best Other Finance & Admin. Software - Page 11

The BIG Point of Sale

The BIG POS offers a easily adoptable and highly configurable Point of Sale solution. The BIG POS offers a conversational multi path dynamic application questionnaire fully integrated with a tasks-based rules engine. Allowing each company to dynamically create application and task based workflows.

Average Rating: 5.0/5.0

Total Reviews: 1

TNET

TNET is a comprehensive trust accounting software suite developed by HWA International, designed to streamline trust and fund administration for financial institutions. It offers two primary components: TNET FrontOffice and TNET BackOffice, each tailored to enhance specific aspects of trust operations. Key Features and Functionality: - TNET FrontOffice: - Customer Relationship Management (CRM: Robust tools to manage and analyze client interactions, aiding in client retention and sales growth. - Workflows: Customizable workflows for sales pipeline management, account onboarding, and trust operations, including multi-level approvals. - Compliance Management: Integrated workflows to simplify compliance tasks such as Reg 9 reviews and administrative reviews. - Manager Dashboards: Customizable dashboards providing insights into sales pipelines, assets under management, and other key metrics. - TNET BackOffice: - Core Accounting Functions: Handles income and principal separation, open month and year-end processing, and transaction generation. - Bulk Processing: Efficiently manages large volumes of transactions. - Flexible Reporting: Offers "as of" reporting capabilities for accurate financial analysis. - Security and Compliance: Strong user security measures and audit logs ensure compliance with government agency requirements. - Modular Add-ons: Optional modules for asset allocation, performance analysis, check writing, document imaging, and more, allowing customization to meet specific business needs. Primary Value and Solutions Provided: TNET addresses the complexities of trust administration by offering a flexible, scalable, and user-friendly platform that integrates CRM, workflow automation, compliance management, and core accounting functions. It enables trust professionals to efficiently manage client relationships, streamline operations, ensure regulatory compliance, and adapt to evolving business requirements. By providing a modular system, TNET allows organizations to tailor the software to their specific needs, ensuring they only pay for the functionalities they require. This adaptability makes TNET a valuable solution for banks, trust companies, family offices, and other financial institutions seeking to optimize their trust and fund accounting processes.

Average Rating: 5.0/5.0

Total Reviews: 1

Trackfront

Trackfront is the all-in-one solution for: - online quotes, estimates & proposal as well - project tracking & collaboration with clients and teams - time, expense and budget tracking & management

Average Rating: 5.0/5.0

Total Reviews: 1

WealthMagic

WealthMagic is a comprehensive wealth management platform designed to empower financial advisors and wealth managers by streamlining client management, financial planning, and portfolio reporting. It offers a suite of tools that enhance operational efficiency and client engagement, enabling professionals to deliver personalized financial advice and manage investments effectively. Key Features and Functionality: - Multi-Asset Portfolio Management: Manage diverse asset classes, including mutual funds, stocks, fixed deposits, bonds, and insurance policies, providing a holistic view of client portfolios. - Automated Back-Office Operations: Automate daily data imports from mutual fund registrars, perform monthly reconciliations, and generate comprehensive reports, reducing manual workload and minimizing errors. - Client Relationship Management (CRM: Utilize advanced CRM tools to track service requests, manage tasks, and maintain detailed client profiles, ensuring timely and personalized client interactions. - Online Transaction Capabilities: Facilitate seamless online transactions for mutual funds through integration with platforms like BSE Star MF and NSE NMF II, enhancing the client investment experience. - Goal-Based Financial Planning: Develop and monitor customized financial plans aligned with client objectives, employing strategic asset allocation and model portfolios to achieve desired outcomes. - Customizable Client Mobile App: Offer clients a co-branded mobile application featuring interactive dashboards, goal tracking, and secure access to their investment portfolios, enhancing transparency and engagement. Primary Value and Solutions Provided: WealthMagic addresses the challenges faced by financial advisors in managing diverse client portfolios and delivering personalized financial advice. By automating back-office operations, integrating multi-asset management, and providing advanced CRM tools, it enhances operational efficiency and client satisfaction. The platform's online transaction capabilities and goal-based planning tools enable advisors to offer comprehensive and tailored investment solutions. Additionally, the customizable client mobile app fosters transparency and engagement, strengthening client relationships and trust.

Average Rating: 4.0/5.0

Total Reviews: 1

Zamp

Finance teams globally find it challenging to scale their operations as fast as their organization needs them to scale. As companies grow, financial complexity grows exponentially across geographies and functions (e.g., accounting, treasury management, tax, payments, forecasting). Finance leaders have two choices: implement point solutions for each problem or continue scaling the team. Regardless of which path they take, they are still left with data fragmentation and manual processes, leaving them unable to make decisions in real-time and focus on growing their business. We strongly believe there is a different way—a different way for the world to do finance, a different way for software to be built. We're building the future of SaaS. We're building a finance platform that can consolidate all data, automate workflows, and deliver insights in real-time. A tool that can deliver value in hours instead of months or years and free up smart people to solve harder problems.

Average Rating: 5.0/5.0

Total Reviews: 1

1-Click Signup

The fast lane for fintech applications. Sign up 31% more users.

1receipt

paperless & better engaged with your customers

ABN Lookup Premium for Dynamics 365

ABN Lookup Premium by Power Platform Pros is a certified AppSource add-in that lets Dynamics 365 users instantly search, validate, and populate company information using the official Australian Business Register (ABR) API. With one click, users can auto-fill entity name, trading name, ABN status, GST registration, and business address directly into CRM forms — saving time and ensuring accurate compliance data. Perfect for sales, finance, and onboarding teams who need reliable Australian business validation without leaving Dynamics 365.

Accelerate Excel

Accelerate bundles everything you need to get more done in less time and excel at Excel at your consulting / advisory job. Visit us for more information: www.accelerate-excel.com

Accomation.io

Accomation.io is an advanced Accounting Automation Platform designed to simplify pre-accounting tasks such as invoice processing, bank transaction management, and financial data entry. Built for Chartered Accountant firms, accounting professionals, finance teams, and growing businesses, the platform helps reduce manual workload and streamline accounting operations. Finance teams often spend a significant amount of time manually entering data from invoices, purchase bills, and bank statements into accounting software. This process can be slow, repetitive, and prone to human error, especially when businesses handle large volumes of financial documents every day. Accomation.io addresses this challenge by automating the capture, extraction, and preparation of accounting data, allowing teams to process financial information faster and with greater accuracy. Using AI & ML, the platform extracts key data from invoices, bills, and bank statements. The extracted information is automatically structured into accounting-ready entries, which can then be reviewed and pushed directly into the accounting system. This reduces manual data entry and improves consistency in financial records. Accomation.io integrates seamlessly with widely used accounting software such as Tally, Saral and Falcon, enabling businesses to automate data preparation while continuing to use their existing accounting infrastructure. By bridging the gap between document processing, data management and accounting systems, the platform helps finance teams maintain accurate books with significantly less manual effort. The platform also provides tools that improve visibility and control over financial workflows. Businesses can upload and manage invoices, track transaction history, and maintain a centralized document repository for accounting records. This helps teams organize financial documents efficiently while ensuring that information is easily accessible during audits or compliance checks. Key features of Accomation.io include: * Automated sales purchase invoice * Bank statement processing with rule-based transaction categorization * Centralized document management system for financial records * Quotation creation with seamless conversion into invoices * One-click generation of e-invoices and e-way bills * Direct integration with accounting software for faster entry posting By automating routine accounting preparation tasks, Accomation.io can reduce manual data entry work by up to 80%, helping accounting teams close books faster and maintain more accurate financial data. This allows finance professionals to focus more on financial analysis, compliance, and strategic decision-making rather than repetitive data entry. Accomation.io is trusted by 3000+ businesses and accounting professionals across industries. The platform is designed to help organizations modernize their accounting workflows, improve efficiency, and adopt automation without disrupting their existing accounting systems.

Accord Sync

Accord Sync is the 100% configurable, real-time integration between Salesforce and QuickBooks Online. Leverage the power of both systems with a tool built 100% natively on Salesforce and seamless integration with QuickBooks Online. A next generation integation that is powerful, easy to use and deploys in just hours.

Accounting Ketchup

Your books are behind. You know it. Accounting Ketchup uses AI + human bookkeepers to clean up months (or years) of messy QuickBooks Online books — flat rate per month of catch-up, starting at $69/mo. Most cleanups done in 3–7 business days. No subscription, no hourly billing, no judgment. AI handles categorization and reconciliation in hours instead of weeks. A real person reviews everything before delivery. 500+ businesses caught up. 50–80% cheaper than a traditional CPA catch-up. Built by the team behind Holdings.

ACE Inspection

ACE Inspection is a digital inspection management solution designed for life sciences and other regulated organizations that need a more organized way to prepare for, manage, and follow up on inspections and audits. Built as part of the ACE platform, ACE Inspection helps teams centralize inspection activities, requests, documentation, notes, and follow-up items in one connected system. The solution supports key inspection activities such as scheduling, pre-inspection request tracking, real-time scribe notes, request management, secure document sharing, and post-inspection follow-up. Teams can use ACE Inspection to improve coordination between the inspection room and backroom, document live updates, track requests, and maintain a clear record of inspection activity. ACE Inspection also includes an Inspection Portal that allows inspection-related documents to be shared securely with auditors or inspectors. This helps reduce the need for paper documents, file exports, and scattered email exchanges while giving teams more control over what information is shared. Reporting and dashboard capabilities provide visibility into inspection activity, open findings, closure rates, and inspection trends. These insights can help quality and compliance teams identify areas that need attention and support continuous improvement after an inspection is complete. Because ACE Inspection is part of the broader ACE platform, it can work alongside related quality and compliance processes such as document management, training, CAPA, risk, validation, and analytics. This helps organizations connect inspection readiness with the larger quality system instead of managing inspections as a separate process. ACE Inspection is built for regulated environments where documentation, accountability, communication, and readiness are critical.

aCloud Financials

aCloud Financials is a software that help businesses grow beyond their existing micro-accounting software and are looking to go to the next level of system, it delivers online accounts and invoicing including core ledgers, cash flow and automated bank reconciliation

Acorn

Acorn is a web-based solution that simplifies and manages your shared services cost allocations. It is an easy-to-deploy and easy-to-use solution that handles your modeling, data collection and reporting needs. It elegantly manages complex organizations and organizational structures and produces accurate results in a timely fashion.