Products

Moninsight is AI-powered bookkeeping software built for freelancers and solopreneurs who need CPA-level financial management without the complexity of traditional accounting tools. AI categorizes transactions with confidence scores for quick review. Receipt OCR extracts data from photos or PDFs and matches it to transactions, while bank reconciliation runs automatically against a full double-entry ledger. Profit & Loss, Balance Sheet, and Cash Flow reports are ready to export for the user o

Median, from Median Labs at medianfi.com, is accounting and bookkeeping software for owner-led businesses and US startups. Bank, card, payroll and payment-processor accounts connect through standard integrations and map into a general ledger. Transactions are categorized and posted every business day rather than reconstructed at month end, and an assigned accountant reviews the exceptions the automation flags. On top of the ledger, Median produces financial statements and a configurable report

Trelvn is restaurant management software that helps independent restaurants handle online orders, loyalty programs, and marketing campaigns on a unified platform. It offers a branded ordering experience via a progressive web app, providing an app-like interface without downloads. The platform integrates ordering, payments, loyalty management, marketing automation, and kitchen operations into one dashboard. SEO pages enhance local search visibility by displaying menus, hours, and locations. The k

Minori Midori is commerce software built for food and produce distributors. The wholesale side is account-based: you designate the business accounts, and each one orders at its own prices, terms, and minimums. Pricing goes as fine as the relationship: one base list, named price tiers, and per-account overrides. Orders on terms become invoices with due dates, credit limits are enforced at checkout, overdue accounts get automatic reminders, and buyers pay invoices online by card or bank debit. Eve

FieldKrew is CRM software for field-service operations, offering lead tracking, quote creation, job scheduling, crew coordination, photo documentation, and payment processing via a mobile-first interface. A Kanban-style pipeline organizes leads, while the quote builder supports electronic acceptance and auto-conversion to jobs. Customers can book appointments online, and AI features powered by Llama 3.3 automate replies and email drafts. Crew management includes GPS mapping, Gantt chart scheduli

Estiquik is an estimating, invoicing, and payment software for renovation and remodeling contractors, built to replace the copied spreadsheet most small crews still quote from. Open the template for the job (whole house, kitchen, bath, basement, painting, flooring, ADU, or a blank sheet) and the rooms, line items, and starting prices are already there. Prices scale to your state or province across 60+ US and Canadian regions, and the right sales tax fills itself in. A walkthrough becomes a clie

WaterMark Pool Service is software for running a pool service company end to end. It brings route management, water chemistry, invoicing, and offline work into one interface built for outdoor use. The chemistry engine gives dosing recommendations from pool volume and conditions, calculates the Langelier Saturation Index only when every required parameter is logged, and caps each visit at a safe maximum dose. High-contrast themes and large touch targets suit wet hands and sunlight, and the field

LedgerTome is an accounting software that converts bank and credit card statements from PDFs into structured data formats compatible with QuickBooks, Xero, Sage and many others. Using AI, it extracts transaction details like dates, descriptions, amounts, balances, and currencies, outputting files in QBO, QFX, OFX, QIF, MT940, CAMT.053, CSV, and Excel formats. The platform processes statements from financial institutions worldwide without templates, using OCR to handle scanned or photographed do

Daily Invoice Maker by D'Online Store is offline invoicing and accounting software for Windows, Mac, and Android. The platform integrates invoicing, expense tracking, mileage logging, receipt scanning, and tax reporting into one application. Operating entirely offline, it stores data locally with optional WiFi sync between devices. An AI-powered receipt scanner extracts vendor details and tax categories from photos. Bank statement import enables automatic transaction categorization. Bulk invoice

Coperniq is an operations platform for field service and project-based businesses in construction, energy, and the trades. It centralizes the full workflow from initial request to project completion and ongoing service. Core capabilities include: CRM & Request Intake – track leads, opportunities, and customer communications. Project Management – manage workflows, work orders, tasks, and forms across teams. Scheduling & Dispatch – assign crews, set timelines, and coordinate resources.

Book Tech, founded in New York, is a forward-thinking Fintech company delivering expert, affordable bookkeeping, accounting, and tax ready solutions to small businesses nationwide, with a strong local presence in New York. Our experienced team specializes in QuickBooks Online and offers flexible financial services ranging from part-time remote support to full-service financial management. We serve a diverse range of industries, including real estate, e-commerce, construction, hospitality, law fi

Pedfs.com is an intelligent document processing platform built for finance and accounting teams. Using AI and OCR technology, it automatically extracts data from PDFs, invoices, receipts, bank statements, and purchase orders — eliminating hours of manual data entry every week.Key features:• AI-powered PDF data extraction with 99%+ accuracy • Invoice parser that captures vendor, amount, date, line items, and tax • Expense manager for tracking and categorizing business expenses • PDF to Excel/C

IndustryHQ is an operations platform built for commercial service companies, including commercial cleaning, facility maintenance, and trade businesses. It combines a sales CRM, work order and job management, invoicing, payroll, and real-time profitability tracking per client and facility into a single platform. Unlike field service tools built for residential trades, IndustryHQ is designed for companies that serve other businesses, with multiple facilities, crews instead of solo technicians, an

QRC Dispatch is a transportation management system built specifically for small freight brokerages — shops running one to fifteen agents who need real software without enterprise pricing. Everything it takes to run a load lives in one place: book it, generate and email the rate confirmation, check the carrier's authority and safety data against FMCSA before you dispatch, collect PODs, generate BOLs, and invoice the customer — with factoring remit-to support built in. Upload a rate con PDF and Q

Rineo is an AI-powered platform designed to automate the conversion of financial documents—such as invoices, receipts, and bank statements—into structured accounting data. By leveraging advanced optical character recognition (OCR) and machine learning technologies, Rineo eliminates manual data entry, reduces errors, and accelerates bookkeeping workflows. Users can upload documents in various formats, including PDF, JPG, PNG, and TIFF, and the AI processes them within seconds, extracting key fina

Clox is time tracking built for hourly trades and field crews: electricians, plumbers, HVAC, roofers, landscapers, general contractors, and other field teams. Workers clock in from their phones in one tap. Punches work offline and sync when signal returns, every hour is tagged to a job and task for costing, and geofenced worksites block off-site clock-ins for the crews you choose. Crews that share one device can punch with a PIN on a tablet kiosk, with an optional clock-in photo. Managers approv

TradePath HQ is an ERP platform built exclusively for independent CPG food brokerage agencies. Where generic accounting tools and spreadsheets break down, TradePath takes over — handling the commission tracking, deduction management, and promotion reporting that define the broker's day-to-day. The commission engine supports multi-rep splits and line-level calculations across every SKU, generating client-ready pay statements without manual reconciliation. The Deduction Recovery Hub ingests retai

Minded is the AI agent platform trained by recording how you work. Record your workflow once and Minded's agents watch every click, copy-paste and decision, then replicate the process across your SaaS stack on autopilot. No code, no brittle RPA scripts, no prompt engineering. Finance teams automate month-end close, bank reconciliation, invoice processing, AP/AR and financial reporting across QuickBooks, NetSuite and Xero. Marketing automates campaign reporting, lead enrichment, competitor resea

Nummbas is a financial command center built for direct-to-consumer ecommerce businesses. It connects to Shopify, Stripe, QuickBooks, Meta, Google Ads, TikTok, Klaviyo, ShipStation, and more to show founders their real profit, not just revenue. One dashboard shows what you earned, what you spent, what you kept, and how long your cash will last. Updated daily without spreadsheets. Nummbas includes an AI Financial Officer you can ask questions in plain English, smart alerts that flag problems bef

Etisson is an outsourced accounting operations partner that helps accounting firms and CPA practices scale efficiently through structured processes, qualified professionals, and automation-first delivery. The company supports firms experiencing growth pressure, talent shortages, or operational inefficiencies by providing reliable capacity without the challenges of hiring and training internally. Etisson’s team is trained in US and UK accounting standards and works across leading platforms such