Products

If you are an Internal auditor, fraud examiner, CPA, controller or accountant and need fraud detection analytic tools to help with employee fraud investigations, business of financial fraud audits or reviews, our analytics engine can help you.

Personal Capital Wealth Management provides financial advisory services.

Archer is a cloud-based solution help to streamline trade processes and automate investment management across all channels.

Portfolio Lab is an investment management software that offers comprehensive, institutional-caliber portfolio analytics in an easy to use a package designed for financial advisors and investment managers.

Microfinance software helping manage all of your client data including loans, grants, investors, donors, and much more.

ReKognize ensures that an organisation's accounting records and controls are sufficient to substantiate balances and transactions under review. Substantiation includes not just the accuracy of the value, but also the value that has not been impaired. ReKognize supports any period end fast close, multi-layered organisational structures and is scalable to support large volumes of reconciliations which have to be completed and signed off on a frequent basis.

FENTURY white label banking revolutionizes the way customers see digital banking, personalizing their experience and offering a 360-degree view of their financial life.

LowerMyBills.com is a consumer finance corporate website that connects prospective mortgage borrowers to lenders.

part of naturalint.com

Financial intelligence platform powered by generative AI and new-media data

Mortgage Maker is an innovative mortgage management software designed to empower mortgage loan officers, brokers, and lending teams. Built by industry experts, it simplifies the loan presentation process, offering intuitive tools for creating personalized, data-rich mortgage reports in minutes. With features like integrated property data, real-time analytics, and customizable templates, Mortgage Maker streamlines workflows, saves time, and enhances client engagement. Leveraging the power of AI,

This is primarily a B2B enterprise product, but we allow individual users to subscribe. The product is live and for sale for $80 per user, per month.

HUB is an all-in-one business reporting tool that empowers businesses to make data-driven decisions. After ensuring the accuracy of your data, HUB generates comprehensive financial reports, key performance indicators (KPIs), and valuable accounting insights to help businesses run efficiently and effectively.   HUB exists to simplify complex financial data, turning it into actionable insights that drive growth and success for your business

GiaGPT is Generative AI for Finance. GIaGPT is a secure and safe AI Copilot for enterprise finance executives empowering them to get quick and fast analytics using easy natural language chat. Simply load your ERP reports or finance documents and start analyzing instantly. Get the insights, easy to understand summaries and colorful visual graphs and plots.

Uprise offers comprehensive personal financial planning, matching you with a financial advisor who looks at your whole financial picture and tells you exactly where to optimize. You will receive a personalized financial plan, unlimited messaging with your Certified Financial Planner™, proactive monitoring, and check-ins.

TraderXL Pro is a financial risk management software, and includes features such as portfolio management.

VIVA improves employees' financial well-being through its affordable lending program and financial education resources.

Excel-based Investment Research Solution for Serious Investors. MarketXLS makes it easier for you to turn your Excel skills and Market knowledge into Profit Stocks, ETFs, Options & Mutual Funds – affordable Data all in one place

• Use Path to connect, collaborate, and grow your business. Path was built from the ground up to integrate seamlessly with QuickBooks Online to give you a detailed, easy-to-understand picture of your company’s data story by transforming your financial data into actionable business intelligence and visual KPI’s. Connect individuals from your team to the data they have a part in. Collaborate with your entire team in one place. Share files, keep track of To-Dos, document critical Milestone e

Simplify finances & boost profitability of your SMB with the help of AI.