Products

Salesforce Consulting and Implementation Practice.

ReachStack is a new digital marketing automation, communication & content intelligence platform for retail wealth Advisors. Our platform enables firms to easily help their Advisor increase visibility, satisfaction & referrals of client & prospects, by prompting Advisors every morning with OPTION to quickly review and send personalized 1-1 content and communications to each of their clients with 1 -click.

Unlike any trading indicator, we’ve built a high-performance trading system using deep learning artificial intelligence and it is able to learn how Market Makers move in both bull and bear markets. Currently, tuned specifically for crypto assets, our system will find the ideal trades based on your requirements and it will tell you when to take a trade and how much to trade.

It may look simplistic, but MoneyBook is a powerful personal finance app that offers unique features in an amazing, easy to use interface.

Audit Applications is an online audit confirmation system that automates audit confirmation process, emails are sent out automatically and client responses are registered in intuitive reporting tools and a reminder emails are automatically sent to insure the most streamlined audit confirmation process possible.

TraderWise - is a web based trading journal app for people running a professional trading business in the financial markets. It offers syncing of trades history from MT4/MT5 platform for multiple accounts. Additionally, you can: - Sync chart screenshots (with your own template applied); - Comment on your trades (to remember what was good and bad about it); - Assign tags for each trade to find hidden links between good & bad trades; - Use the bespoke self review feature to evaluat

Making document processing smarter using AI DocuTable helps to reduce routine work in documents workflow with artificial intelligence. Using machine intelligence and NLP DocuTable sorts documents by type, reads and uploads them, structures each document, turns documents into a table with key data and compares them to each other.

Design and quote medical, dental and ancillary plans in Applied Epic®, then turn the chosen design into an agency-branded proposal for any group size.

Profectus Group specializes in enhancing financial accuracy and protecting profits through advanced audit recovery services and source-to-pay automation technologies. By integrating seamlessly with existing ERP systems, Profectus identifies overcharges, missed income, and payment errors, ensuring every dollar spent with suppliers is correct. Key Features and Functionality: - Audit & Recovery Services: Comprehensive examination of transactions, invoices, and contracts to detect overcharges

Financial intelligence for SaaS founders. Not just another Dashboard but clear financial insights that drive decisions

Practora Spark is an AI finance teammate for teams using Xero and Slack. It prepares month-end work from ledger data and source documents, including draft bills, proposed journals, formula-backed Excel workpapers, reconciliations, and reporting answers. Users review, edit, approve, or reject each output in Slack while Xero remains the system of record. Spark creates drafts only; posting, paying, and final authorisation stay with named users. It keeps the source evidence, working, reviewer decisi

Discover under-the-radar investment opportunities before they become mainstream. HoldingsIntel turns SEC disclosures into conviction-scored institutional intelligence for investment teams, analysts, and family offices. It tracks what hedge funds, insiders, and members of Congress are buying and selling, straight from their SEC filings. Search a stock. See who's buying, who's selling, and how serious each bet is. Every position is scored 0 to 100 for conviction, so you can tell a real bet from

StockBrokerAnalyzer.com is an independent platform for comparing online stock brokers using an advanced AI agent

ReportMyUP, Powered by Sovos, simplifies unclaimed property compliance for small and mid-sized organizations. The platform guides finance, accounting, accounts payable, and compliance teams through the full reporting process—from identifying and tracking reportable property to managing due diligence and generating NAUPA-compliant state reports. Built-in state rule guidance helps users apply the appropriate dormancy periods, property classifications, exemptions, and reporting requirements acros

Bullia is a professional trading journal for traders who run their trading as a business — stocks, forex, futures, and crypto — and need to understand their performance, not just record it. Import trades automatically from Interactive Brokers, from any MetaTrader 4 or 5 account — a platform used by hundreds of brokers worldwide — and from 35+ institutions through SnapTrade, including Fidelity, Charles Schwab, Robinhood, E*TRADE, eToro, DEGIRO, Coinbase and Binance. Or upload CSV reports from 19

StableJack is an AI-powered investment research, analysis, and trading platform built to help investors make better-informed decisions faster. Instead of switching between multiple research tools, charts, news platforms, and trading interfaces, investors can use StableJack to analyze markets, discover opportunities, build investment theses, and execute trades from a single platform. StableJack combines AI with live market and financial data across stocks, cryptocurrencies, forex, commodities,

Fleetworks helps vehicle fleet operators manage their traffic violations (including parking fines, speeding fines, bus lane offences, box junctions and all PCN’s) and any associated debts.

Termina Scans helps investors and executives scan any company's financials and operating ledgers -- revealing critical insights that impact quality of growth. Termina extracts both outliers and hidden red flags, and has augmented deal diligence, portfolio diligence, and value creation for 1,000s of investors and executives.

Reconcilio is a financial reconciliation solution, web based, ERP agnostic, file format agnostic, for use by bookkeepers, accounting firms and finance teams. Extremely simple, without any setup or configuration, can reconcile 2 datasets of financial transactions (bank, vendors, credit cards, intercompany, etc).

Fast, secure, seamless integration between MSD365 Business Central, Finance and corporate bank accounts