Top 10 Alternatives to C3 AI CRM for Financial Services Recently Reviewed By G2 Community
AI can help you find the answers. G2 helps you trust them.
Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.
How it works
SAP Multi-Bank Connectivity is a cloud-based solution that establishes a secure, multi-bank digital channel between corporate ERP systems and financial institutions. Managed by SAP, MBC facilitates seamless communication for payment processes, bank statements, and other financial transactions, eliminating the need for complex, manual integrations. Key Features and Functionality: - Secure Multi-Bank Connectivity: Enables direct integration with payment approval processes, incorporating encryption and digital signatures for secure communication. - Automated Bank Integration: Supports automated exchange of payment instructions, status notifications, and bank statements in standard formats such as MT940, CAMT.053, and BAI2. - Integration with Financial Services Providers: Offers embedded Swift integration through a partnership between SAP and Swift, and supports the EBICS protocol for broad bank connectivity. - Certified for Swift gpi: Enhances international payment processes with faster, safer, and more transparent transactions. Primary Value and User Benefits: SAP MBC streamlines treasury operations by automating manual, error-prone tasks associated with payment execution and reconciliation. It provides real-time updates on payment statuses and cash positions within the ERP system, increasing control, efficiency, and transparency. By removing the need for file- and middleware-based integrations, MBC reduces operational costs and simplifies the process of connecting with multiple banks, thereby enhancing the reliability and scalability of corporate banking networks.
AI Platform for Accounting firms giving accountants a team of AI assistants
Joist is a comprehensive mobile and web application designed specifically for contractors to streamline their business operations. It enables professionals to create detailed estimates and invoices, accept payments, and manage projects efficiently from any location. By integrating essential tools into a single platform, Joist helps contractors save time, enhance professionalism, and accelerate payment processes. Key Features and Functionality: - Estimates: Quickly generate professional estimates, allowing contractors to win more clients on-the-spot. - Invoices: Customize and send professional invoices with ease, featuring company logos and personalized messages. - Payments: Accept online payments via credit card, debit card, or eCheck, facilitating faster transactions and reducing the need for in-person collections. - Client Management: Securely store and access client information from any device, ensuring efficient communication and record-keeping. - QuickBooks Sync: Automate bookkeeping by syncing jobs and clients with QuickBooks Online accounts. - Homeowner Financing: Offer financing options to clients, increasing the likelihood of winning jobs and upselling services. Primary Value and Solutions Provided: Joist addresses common challenges faced by contractors, such as time-consuming paperwork, delayed payments, and client management inefficiencies. By offering a unified platform for estimating, invoicing, and payment processing, Joist empowers contractors to: - Save Time: Complete administrative tasks on-site or on-the-go, reducing the need for after-hours paperwork. - Win More Jobs: Deliver prompt and professional estimates, increasing the chances of securing projects. - Get Paid Faster: Simplify the payment process for clients, leading to quicker payments and improved cash flow. With over 1.3 million contractors utilizing the platform and processing transactions exceeding $85 billion, Joist has established itself as a trusted solution in the contracting industry.
Our Customer API allows you to register customers in our bank core so that you can offer them accounts, payments, cards and other white label banking products.
Debt is complicated - Cascade makes it easy. An all-in-one platform purpose built to help companies around the world prepare for, raise, and manage debt from institutional investors. We help companies leverage asset-backed debt facilities, venture debt, on-balance sheet loans, securitizations, and more as an avenue to smart growth.
Start sending and receiving money today with our secure transfer fund capabilities that will grow your business and attract more customers.
TaxGPT is an AI-powered tax operating system built to eliminate 90% of the time spent on complex tax research, writing, and quality control. Get instant, cited answers to complex U.S. and Canadian federal, state, and local tax questions from the Tax Code, IRC, regulations, and rulings. Draft tax memos, IRS/CRA notice responses, and client communications instantly. Run multi-jurisdictional research simultaneously with TaxGPT Matrix. Automate tax return reviews with Agent Andrew to flag errors and uncover missed savings. Use Client Intelligence to centralize all client data, documents, and research threads in one dashboard. Model-agnostic architecture, SOC 2 Type II compliant, with zero data training on clients’ data.
Checkpoint provides fast access to thoroughly integrated and up-to-date research materials, editorial insight, productivity tools, online learning, news updates, and marketing resources. Get trusted answers to your tax, accounting, finance, and trade questions, plus guidance and resources to help you make confident decisions quickly — adding more value to your firm or business.
Capitaliz does more than confirm your business' value. Intelligent recommendations guide that value upwards through business development approaches such as process improvement, reducing risks, and creating sustainable growth. Powered by Succession Plus, based on millions of exit planning data points. With Capitaliz, SMEs now have a purpose-built tool to deal with benchmarking and comparison with industry competitors to identify over or underperformance. Business owners can access real-time, benchmarked data on the value of their business.
VoxSmart's Mobile Capture solution offers real-time, multichannel mobile communication capture for Android and iOS devices, ensuring comprehensive compliance across organizations. It seamlessly records all mobile communications, including calls, voicemails, SMS, and instant messaging platforms like WhatsApp, without compromising user experience or functionality. Key Features and Functionality: - Calls & Voicemail: Provides crystal-clear, network-grade voice capture on any device, ensuring high-quality recordings. - SMS Capture: Securely captures and archives text messages across all networks, adhering to global regulatory standards. - Instant Messaging: Enables compliant communication on leading chat platforms, including WhatsApp, without requiring new numbers and supporting both mobile and desktop applications. - Network Agnostic: Operates independently of network providers, functioning seamlessly across various networks. - Proactive Compliance: Automatically monitors compliance and proactively alerts users to potential breaches. - Real-time Capture: Records communications as they occur, making them immediately available for investigation. - Native WhatsApp Capture: Allows users to utilize WhatsApp with full features and functionality, ensuring compliance without altering user experience. - Deployment Flexibility: Available for download via official app stores or deployable globally using any Mobile Device Management platform. Primary Value and User Solutions: VoxSmart's Mobile Capture addresses the critical need for regulated organizations to monitor and archive mobile communications in compliance with global regulations. By providing a comprehensive, real-time capture solution that integrates seamlessly with existing workflows, it ensures organizations can meet compliance requirements without disrupting daily operations. This solution mitigates the risk of non-compliance penalties, enhances transparency, and supports a globally distributed, hybrid workforce by maintaining consistent coverage and connectivity without international calling fees.