Products

TheFinancialAha is a powerful financial planning tool that goes beyond basic spreadsheets by offering advanced features for creating accurate financial projections. It allows users to track assets, income, and expenses, then project these financial factors into the future. With FinancialAha, you can plan for major life goals like buying a home, retirement, or saving for education, all based on realistic scenarios tailored to your unique financial situation. One of the standout features of Finan

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At DocuClipper, we're more than just a financial automation company. We're a dedicated team of fintech experts passionate about transforming complex financial documentation into streamlined, actionable insights. Based in California, we've developed an enterprise-grade platform featuring our industry-leading bank statement converter, AI-powered bank statement analyzer, and precision invoice OCR technology. Our solutions are specifically tailored for accountants, bookkeepers, financial investigato

Cerner's Practice Management solution is a comprehensive system designed to streamline administrative and financial operations within healthcare practices. It integrates seamlessly with electronic health records (EHR) to enhance efficiency and improve patient care. The system offers robust scheduling capabilities, allowing for efficient appointment management and resource allocation. It includes billing and revenue cycle management tools to optimize financial performance and ensure accurate clai

Your business is evolving. And the way you plan your business activities and report on them should evolve too. To empower mid-market companies to achieve their goals, Prophix provides an integrated, cloud-based platform to the Office of Finance; one that delivers planning, budgeting, reporting, forecasting and consolidation solutions. With Prophix, finance leaders improve profitability and minimize risk and puts the focus back on what matters most – uncovering business opportunities. Prophix sup

Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile a

Manage all your spend – corporate cards, expense management, reimbursements, travel, and bill pay – in one integrated system. Brex corporate cards: issue local currency cards with custom limits, embedded policies, and cash back. Brex expense management: manage every type of spend and payment method – and automate expense reporting globally. Brex travel: book and manage travel with unbiased inventory and 24/7 agent support. Brex bill pay: automate your entire global accounts payable process, f

RentRedi is landlord-tenant software that empowers landlords to easily manage their properties themselves and make stress-free renting affordable and accessible to everyone. For landlords, RentRedi provides an all-in-one dashboard that enables them to collect mobile rent payments, list properties, prequalify and screen tenants, see payment history, export any property-related reports, send in-app notifications to tenants, and manage maintenance with video. It has partnered with platforms includi

Visdum is a Sales Compensation System build to help companies manage and optimize sales incentives, decreasing error and hassle, and ultimately leading to a highly motivated sales team. Visdum is a no-code SaaS platform that allows companies to design and automate any compensation plan, with the flexibility to add SPIFFs, Bonuses, and Kickers. We are proud partners with prominent SaaS companies like FarEye, Hubilo, Haptik - Reliance, DarwinBox, etc, and save hundreds of hours by automating the

G-Accon offers Google Sheets integration with Cloud applications, automatic data synchronization, and data collaboration.

The OneStream corporate performance management platform quickly and easily aligns to business changes by leveraging core financial consolidation, planning, data quality, and financial reporting capabilities.

Agiled is an all in one business management platform with CRM, HRM, Financial Management, Payroll and Project management. Businesses can manage all things related to their business in one place. Agiled saves businesses a lot of time and effort because they don't need to switch between apps to manage their business.

Eton Venture Services specializes in IRC 409A / ASC 718 valuations, providing companies with accurate, impartial, and independent assessments of their common stock's Fair Market Value (FMV) for issuing equity incentives and Fair Value (FV) for financial reporting compliance.​ Unparalleled Expertise: Founded by securities lawyers from top law schools / law firms and staffed with finance professionals trained by the Big Four and other prominent financial services firms, Eton brings intellectual a

Fullcast is the leading AI-native Revenue platform that unifies planning, execution, and performance across go-to-market teams. Through its integrated product suite, Fullcast enables organizations to connect strategy to action and optimize every part of the revenue engine. Fullcast delivers a complete “Plan-to-Pay” platform that drives predictable growth and productivity. Founded with the mission to help companies scale smarter, Fullcast empowers GTM teams to align, automate, and accelerate reve

ServiceNow Strategic Portfolio Management (SPM) is a comprehensive solution designed to align organizational strategies with business outcomes by integrating planning, execution, and delivery processes on a unified platform. It enables organizations to prioritize investments, optimize resources, and accelerate value delivery, ensuring that all initiatives are strategically aligned and effectively managed. Key Features and Functionality: - Portfolio Management: Provides complete visibility into

Invoiced is a cloud-based system for helping small and mid-sized businesses automate accounts receivable. Finance and accounting teams can completely customize the solution to meet their specific business requirements. Invoiced is designed to automate all aspects of the A/R process including billing, collections, payment acceptance, cash application and more. The solution can be used as a standalone or integrated with virtually any ERP or accounting system.

ServiceNow HR Service Delivery is an integrated suite of applications designed to create a consumer, like service experience, while increasing HR productivity. Whether it's a simple request for information, or a multi‑departmental process like onboarding, employees finally have a single place for all their service needs.

Zoho Books is a simple, easy-to-use accounting app that tracks the money coming in and going out of your business. With Zoho Books, you can always stay up-to-date on your business finance and make decisions instantly.

Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.