Products

Facta Insights is a subscription revenue software that unifies your data sources & sales contract data into a SaaS metrics platform that serves as single source of truth. Insights moves your team out from cluttered spreadsheets and empowers them to make strategic decisions with confidence. Automate and share the reporting of just about any SaaS metric you can think of.

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.

ScreeningTale is a free tool to backtest all sorts of stock screening strategies. Use basic financial data or advanced data like analyst ratings and put / call ratio to develop the best strategy, and test it on 10 years of stock data from all across the world.

Since launching at the MBA Technology Solutions Conference and Expo in 2013, Loan Vision has helped reduce risk, streamline manual process, and lower operating expense for over 240 customers by combining a leading financial management solution with loan level accounting. Loan Vision strives to help transform accounting departments across the mortgage industry, aiding them in reaching maximum efficiency and offering tools to give them better insight into their profitability. We believe that every

Elevate your investment game with Intellectia, where AI meets your ambition. Analyze, predict, and conquer both stocks and crypto with one slick platform.

IRIS Practice Engine is a practice management system created specifically for professional service firms and their client relationships. Created by and for accountants, it is built with insights into your key metrics, which give you the clarity and confidence to make better business decisions. IRIS Practice Engine is a single system that can replace up to six applications a firm may be using. It’s comprised of Time and Expense Entry, Billing, CRM, Project Management (Workflow), Scheduling, Coll

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

OrbisPay provides a wages on-demand platform that allows employees to withdraw their earned wages daily instead of waiting for their paycheck. This service aims to reduce the reliance on predatory loans by offering unique benefits to millions of Americans living paycheck-to-paycheck. Our products and services help improve retention rates, increase productivity at work, save costs associated with turnover and achieve an overall financial well-being culture for your workforce.

Abrigo Portfolio Insights is a comprehensive portfolio risk management solution designed to help financial institutions efficiently manage and mitigate risks across their portfolios. By integrating various risk management processes into a unified platform, it enables institutions to streamline operations, enhance decision-making, and ensure regulatory compliance. Key Features and Functionality: - Allowance/CECL Calculation: Automates the calculation of the Current Expected Credit Loss (CECL al

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.

AI Loan Officer is a next-generation AI agent designed to accelerate mortgage sales and underwriting workflows. Built on Tavant’s Touchless Lending® Automation platform, it adds a generative‑AI driven layer specifically tuned for loan officer performance and borrower engagement.

OnCorps builds AI agents that automate financial operations like reconciliations and reporting reviews. The agents use pre-trained algorithms and proprietary data to reduce errors, cut review times, and improve oversight. Their platform shares AI predictions securely and is trusted by firms managing over $13 trillion in assets.

Loan Resolve is a loan settlement agency in India, dedicated to helping individuals escape debt. Our experienced team evaluates your financial situation to create a tailored loan resolution program. We negotiate with lenders on your behalf, ensuring you save money and achieve a debt-free life. Connect with us today to start your journey towards financial freedom!

Automate Signal Execution from Telegram Channels & Groups Directly to MT4/MT5/cTrader/DXTrade/TradeLocker.

Kustodian.life is a platform that helps individuals and families recover stuck financial assets in India. Primary focus is EPF/PF claim resolution, including rejected withdrawals, KYC mismatches, multiple UAN merges, date of exit issues, and claims involving unresponsive or shut-down employers. Also covers insurance claims, bank deposits, physical shares, and succession/will planning. Fixed fees based on case complexity, not a percentage of the recovered amount. Free investigation before any pay

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

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

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

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