Products

Kipper is a conversational finance intelligence tool that connects to Oracle NetSuite, QuickBooks, and Xero and lets anyone on a team ask plain-English questions about the company's finances without needing a finance-system login of their own. It's strictly read-only by architecture every query is scoped by admin-configured permissions, and every question/answer is logged for audit purposes. It's available natively in Slack, Microsoft Teams, and SMS, and via MCP in ChatGPT, Claude, and Gemini.

stmtai converts bank and credit card statements (PDF, scan or photo) into Excel, CSV, QuickBooks, Xero and Tally, and reconciles every conversion against the statement's printed opening and closing balances before download, flagging the first row that doesn't add up. Batch up to 12 statements, editable categories, REST API and email-in on every plan. Freemium: free tier, $19 one-time 100-page pack, $29 and $99 monthly plans.

ERP Education LLC, established in 2011 by seasoned ERP professionals, is a premier SAP Training & Adoption Partner headquartered in Blackwood, New Jersey, USA. The company specializes in delivering comprehensive training programs for SAP solutions and other ERP platforms, including Oracle, Microsoft Dynamics, and QuickBooks, catering to clients both domestically and internationally. Key Features and Functionality: - Diverse Course Offerings: ERP Education LLC provides a wide array of SAP

PathQuest® BI is a financial business intelligence software that assures smooth onboarding process and allows quick integration with QuickBooks Online to instantly build compelling visual graphical stories to discover unique insights around financial efficiency, operational KPIs, sustainability and improvement opportunities with in-depth analytical capabilities. With our custom report builder and forecast you can build and automate financial reporting. Create class, location, group and industry

Claimio is an AI-powered expense management app built for UK small businesses and growing teams. Employees snap a receipt, AI extracts the merchant, amount, date and category automatically, and the claim routes to the right approver instantly. Approved expenses are reimbursed directly to the employee's bank via Stripe — no manual transfers. Integrates with Xero, QuickBooks, and Sage. Includes mileage tracking at HMRC approved rates, multi-level approvals, per diem, and an AI expense assistant ch

Duefy is an AI invoice-collection tool for freelancers and small businesses. It chases every unpaid invoice for you: timed, escalating reminders over email and SMS, AI reply detection that catches "I'll pay Friday" and pauses the chase, dispute flagging, and a one-click pay page (Stripe). Import invoices from CSV, PDF, a photo, or email, or migrate in minutes from QuickBooks, Xero, FreshBooks, Wave, Zoho, Chaser, or InvoiceSherpa. Plans start at $19/mo with a 14-day free trial.

Pineapple Payments is a Pittsburgh, Pennsylvania-based payments technology company that provides payment processing, proprietary technology, and omni-channel payment acceptance solutions for merchants of all shapes and sizes. Its core payment gateway and suite of value-added payments tools are distributed by resellers nationwide, including some of the largest payment processing companies and Independent Sales Organizations. Pineapple offers both API based and out-of-the-box solutions for everyth

Simplify every aspect of your business from job scheduling to invoicing with Method:Field Services. Your technicians can use the Method mobile app to efficiently plan the perfect route, create estimates, record job progress, and update work orders on the go. Grow your business faster by creating and emailing invoices from your phone after a job's done, accepting online payments from customers, and instantly syncing your transactions to QuickBooks with Method:Field Services.

EKA Omni-TMS is a cloud-based transportation management system serving carriers, brokers, and shippers. The platform provides modular workflows for dispatch, load planning, accounting, compliance, and real-time visibility across freight operations. Built with API-first architecture, EKA integrates with systems including Samsara, Denim, QuickBooks, DAT, and RMIS. The platform includes embedded AI capabilities for load matching, document processing, and analytics. EKA offers load-based pricing, SO

Tradespal is the UK-built job management app for tradespeople who'd rather be on the tools than at a laptop. Snap a photo of any job and our Photo-to-Quote AI drafts the line items for you in seconds. Send the quote, get an e-signature, take a deposit, and the invoice writes itself. Tradespal syncs with FreeAgent, Xero and QuickBooks, automates Google review requests after every job, and prices flat: £25/mo solo or £45/mo for a team of 5. Free plan available.

Farthingly is an expense management platform built for African businesses. Finance teams use it to collect receipts, run multi-step approval workflows, and track reimbursements across multiple currencies — including NGN, KES, GHS, ZAR and more. AI-powered receipt scanning extracts expense details automatically, cutting manual data entry. Farthingly connects with Google Sheets, QuickBooks, Xero, Slack and other tools finance teams already use. It works on any device, requires no IT setup, and is

SmartCash is a cashflow forecasting tool built for Shopify merchants who need to see what's coming, not just what happened. Pulls from Shopify, Xero or QuickBooks, and bank feeds to produce a 13-week rolling forecast that updates as orders, refunds, and ad spend change. Industry-specific templates for ecommerce, agencies, restaurants, and SaaS. Send a clean forecast PDF to your bank or investor with one click — every shared PDF carries a Powered by SmartCash footer.

REME is an AI-powered expense management and fraud detection platform. Six AI agents check every expense claim in under 200 milliseconds — before approval — catching duplicates, currency mismatches, handwritten irregularities, out-of-country claims, and data mismatches. Employees submit receipts via WhatsApp, email, or web upload, with no app to install and no training required. REME automates OCR, approvals, and policy enforcement, integrates with QuickBooks, Xero, SAP and more, and is ISO 2700

LawnVex is an AI-powered business management platform for lawn care and landscaping companies. It measures any property from satellite imagery, generates an accurate quote instantly, and sends it to the customer by text or email, replacing manual on-site estimates. LawnVex also includes job scheduling, crew route planning, invoicing with QuickBooks Online sync, a client portal, and automated review requests, giving lawn care operators one app to quote, schedule, bill, and grow their business.

OrderPulse is an all-in-one platform built for direct store delivery (DSD), wholesale distribution, and B2B eCommerce businesses. It helps teams manage customers, sales orders, inventory, deliveries, invoices, and business performance from one centralized system. With customizable dashboards and operational insights, businesses can track key activity and make faster decisions. OrderPulse also integrates with QuickBooks, helping streamline invoicing and accounting workflows while keeping financia

StatementFlow uses AI vision to convert PDF, scanned, or photographed bank statements into clean Excel, CSV, QuickBooks (QBO) or Xero (OFX) files in seconds. Unlike template-based converters, it reads scans, phone photos, and foreign or non-English statements that other tools fail on. Every conversion reconciles each transaction against the running balance to catch misread digits. Permanent free tier, no credit card, credits never expire, and files are processed in memory and deleted immedia

AceWatt CRM is an AI-powered customer relationship management platform built specifically for electrical contractors and service businesses. It combines intelligent job scheduling, automated dispatch, real-time invoicing, and an AI answering service that captures leads 24/7 — even after hours. With mobile-first design, voice-activated job management, and seamless QuickBooks integration, AceWatt helps electricians win more jobs, get paid faster, and eliminate administrative busywork so they can f

Hyphen HomeFront is a fully integrated Enterprise Resource Planning (ERP) solution for mid to large-size Home Builders. This easy-to-use solution connects the entire build process from sales and CRM to warranty, to help Builders improve communications, manage volumes of information, reduce build times and eliminate errors. With Hyphen HomeFront’s seamless integrations into QuickBooks, Sage Intacct Construction, Sage 300 Construction and Real Estate and more, transition is easy as Builders can ma

Castle is a platform that helps small and medium-sized businesses automate bitcoin accumulation using everyday revenue. By connecting payment and bookkeeping platforms such as Shopify, Stripe, Square, and QuickBooks, Castle allows businesses to implement dynamic bitcoin purchasing strategies—including percentage-based buys, recurring purchases, and manual transactions. Users can set thresholds, manage treasury allocations, and generate reports to align bitcoin holdings with their financial goals

Stratego Intel Consulting is a boutique Fractional CFO firm serving fitness, wellness, and HALO brands between $500K and $30M in revenue. Services include 13-week cash flow forecasting, unit economics by location, QuickBooks cleanup, AI-powered FP&A via Valisights, investor-ready reporting, and franchise unit economics support. Founded by Albert Ramos Jr. — 16+ years of executive leadership at Life Time Inc. (NYSE: LTH), Gold's Gym, and 24 Hour Fitness. Month-to-month retainers start