Products

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.

Express is an invoice funding platform for freelancers and savvy business owners, that makes advancing cash on outstanding invoices as easy as connecting to an accounting software and choosing which invoices to fund.

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

Stockpile is a family-oriented financial platform designed to empower parents and children to collaboratively build financial literacy and confidence. By offering a suite of tools for saving, investing, and spending, Stockpile enables families to manage their finances together, fostering healthy money habits from an early age. With features like fractional share investing, educational resources, and a user-friendly interface, Stockpile makes the world of finance accessible and engaging for users

Vouch Insurance is a new kind of insurance company for startups. Built by founders for founders, we’ve re-designed everything about business insurance from scratch so you can move faster.

VeriTouch Customer Engagement (CRM) VeriTouch is a vertical solution built on top of Dynamics 365, optimized with industry best practices that enable banks and insurance companies to place customer relationship management at the core of their digital transformation journey. VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to so

The Credit Offers API is available to Capital One Affiliates and allows you to match your customers to credit offers that not only meet their needs but are also more likely to result in an approved application. Within 60 seconds of submitting a few pieces of identifying information through our secure channel, you will receive a list of personalized credit card offers to show your customer.

Reliably and automatically capture and save spreadsheet changes as they occur.

Jigyasa Analytics is an analytics consulting firm which helps its clients make better business decisions with the help of data and advanced analytics. Jigyasa Analytics focuses on innovation and research and constantly strives to bring new thinking and ...

Lexis Diligence® helps compliance professionals develop a rigorous anti-corruption/anti-bribery compliance program, protect your company's reputation and avoid FCPA fines.

All the tools you need to run your advisory business

Tie expenses to CRM Leads, Accounts, Contacts, Activities, Projects in ConsultPro. Custom add to any existing or custom CRM Entity. Collect expenses to Project Specific or General Business Accounting (integrated with Accounts) This Managed Solution is available conveniently as a standalone expense tracking CRM add-in, a component of MTC's Time and Billing or ConsultPro enterprise solutions, or custom to suite your needs.

LexisNexis SmartLinx Business Report simplifies the complexities of business research by combining more than 13,000 sources of business, commercial and consumer data with patent-pending linking processes to deliver a concise picture of a legal entity.

Sheets4Time is a time writing tool that utilizes the Google Calendar. The dashboard provides a clear overview of the time written per day, week, month and year.

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

ACE Inspection® is your full-featured single platform solution for your Enterprise’s inspection management needs – with the ability to directly and securely share files with the Inspector, ACE Inspection® will drastically improve your current process and request turnaround time.

Wefunder is an equity crowdfunding platform that democratizes startup investing by enabling individuals to invest as little as $100 in early-stage companies. Founded in 2011, Wefunder leverages provisions from the 2012 JOBS Act to allow both accredited and non-accredited investors to support startups and small businesses across various industries. By connecting entrepreneurs with a diverse pool of investors, Wefunder fosters community-driven funding and provides startups with the capital needed

Uniquely delivered on the world’s leading CRM platform, Salesforce, WealthConnect™ delivers financial services in a sophisticated and compelling way using tomorrow’s technology today.

Product Description: SAP Activate is a comprehensive implementation methodology designed to facilitate the swift and efficient deployment of SAP solutions, particularly SAP S/4HANA Cloud. By integrating ready-to-run, preconfigured processes with a clear adoption framework, SAP Activate enables organizations to transition to the cloud seamlessly. This approach not only accelerates initial deployment but also supports continuous innovation, allowing businesses to adapt and extend new capabilities

Intapp Risk & Compliance is a comprehensive suite of cloud-based solutions designed to help professional services firms manage risk and compliance throughout the client lifecycle. By integrating AI-driven tools, the platform streamlines client evaluation, business acceptance, conflicts clearance, and client terms management, enabling firms to proactively mitigate risks and enhance operational efficiency. Key Features and Functionality: - Client Evaluation and Business Acceptance: Facilita