Search results for Accounting & Tax Business & Finance

SheetsInterview is an innovative online platform designed to streamline the evaluation of candidates' Excel skills, significantly reducing the time and effort involved in hiring for roles that require Excel proficiency. By offering real-world, web-based Excel assessments, SheetsInterview enables employers to assess candidates' abilities efficiently and accurately, eliminating the need for traditional, time-consuming methods. Key Features and Functionality: - Real-World Excel Tasks: Candidates complete tasks in a web-based Excel environment that mirrors actual workplace scenarios, ensuring assessments are practical and relevant. - Role-Specific Assessments: Employers can select from a library of assessments tailored to specific job roles, such as business analysts, financial analysts, and accountants, ensuring candidates are tested on pertinent skills. - Automated Scoring: The platform provides automated scoring based on accuracy and efficiency, reducing manual evaluation time and providing objective results. - Seamless Integration: SheetsInterview allows for easy management of candidate assessments from a single platform, eliminating the need for emails or spreadsheets. Primary Value and Problem Solved: SheetsInterview addresses the challenges of efficiently and accurately assessing Excel proficiency during the hiring process. Traditional methods often involve sending Excel tasks via email and manually evaluating responses, which can be time-consuming and prone to inconsistencies. By automating and standardizing the assessment process, SheetsInterview saves employers significant time and resources, enabling them to identify top talent quickly and build high-performing teams. This solution is particularly beneficial for roles where Excel skills are critical, ensuring that candidates possess the necessary competencies to excel in their positions.

FinnTryxi turns financial statements into clear, interactive dashboards — instantly. Upload a company's P&L, balance sheet, and cash flow statement, and FinnTryxi's AI reads them automatically, then builds a full financial analysis dashboard covering 14 key ratios: profitability, liquidity, solvency, efficiency, and more. What normally takes hours of manual spreadsheet work is done in seconds. Who it's for FinnTryxi is built for SME owners, directors, accountants, and financial consultants who need fast, reliable financial insight without building spreadsheets from scratch or waiting on a full audit cycle. It's especially useful for anyone reviewing multiple companies' financials regularly — accountants managing several clients, consultants doing due diligence, or business owners tracking their own numbers over time. What you get Instant dashboard covering 14 core financial ratios Visual charts and KPI breakdowns Auditor notes and commentary section Export-ready PDF and PowerPoint reports for sharing with stakeholders, investors, or boards No spreadsheet setup, no integrations required — just upload and go Accuracy you can trust Report accuracy has been independently verified against real audited financial statements — every headline figure and ratio checks out correctly. FinnTryxi is fully web-based, with no software to install and no technical setup required.

AvidityLLP has a professional team which is versatile and able to provide a wide range of services to companies of all sizes and types, industrial and commercial organizations, small-scale units, firms, etc. credit goes to the qualifications, knowledge, training, and experience of the top league of professionals. The company provides its clients with a variety of services with a comprehensive range of bookkeeping services, tax services, corporate finance, business advisory, secretarial & corporate law services, audit & assurance accountancy, and managerial consulting services.

JustAccounts Limited, now known as JA, is a provider of cloud-based software solutions tailored for contractor accountants and payroll service providers. Established in 2010, JA specializes in optimizing processes for contractor accountants and umbrella payroll providers. The platform offers a comprehensive suite of tools designed to streamline payroll management, VAT returns, and client expense tracking, ensuring efficient and compliant financial operations. Key Features and Functionality: - Payroll Management: Automates payroll processes, ensuring timely and accurate payments. - Custom Branding: Allows firms to personalize the platform to reflect their brand identity. - Cross-Company Processing: Facilitates bulk processing across multiple companies, including payroll, VAT, reporting, and bank reconciliations. - Compliance: Ensures adherence to industry regulations and standards. - Client Relationship Management : Provides tools to enhance client interactions and service delivery. - Batch Processing: Simplifies complex processes through efficient batch operations. - User-Influenced Roadmap: Incorporates user feedback into the development of new features and improvements. - World-Class Customer Support: Offers real-time assistance from a dedicated support team. Primary Value and Solutions Provided: JA's platform addresses the unique challenges faced by contractor accountants and payroll providers by offering a robust, customizable, and compliant solution. By automating critical financial processes and providing tools for efficient client management, JA enables firms to enhance operational efficiency, reduce errors, and focus on delivering exceptional service to their clients. The platform's reliability, with a 99.99997% uptime over 12 years, ensures uninterrupted access to essential services, empowering businesses to grow and succeed in a competitive market.

NueViews is an all-in-one CRM and business management platform built exclusively for wedding and event planning professionals. Designed to replace the chaos of spreadsheets, scattered emails, and disconnected tools, NueViews centralizes every aspect of your planning business into one powerful, intuitive workspace. Client & Lead Management: Capture and nurture leads from first inquiry through signed contract. Manage your entire client roster, track communication history, and monitor each couple's planning journey from a centralized dashboard. Contract & Billing: Create and send professional service contracts with built-in e-signature support. Generate invoices, track deposits, set payment schedules, and sync transactions directly with QuickBooks Online. Accept payments securely through Stripe. Timeline & Vendor Coordination: Build detailed wedding day timelines with drag-and-drop scheduling. Share filtered timelines with vendors so each party sees only the activities relevant to them. Collect vendor feedback and manage time adjustment requests in real time. Seating & Floor Planning: Design seating charts with smart auto-assignment and guest allergy tracking. Visualize your venue in 2D or 3D, upload custom floor plans, and share filtered seating data with caterers, venues, florists, and rental companies. Budget Planning: Create multiple budget scenarios per client, compare vendor quotes side by side, and track spending by category. Share live budget reports with clients through their personalized portal. Client Portal: Every client gets a branded portal where they can view proposals, sign contracts, track payments, manage their budget, and stay connected with their planner throughout the entire planning journey. Financial Reporting: Monitor revenue, pending payments, business expenses, and net profit across your entire client base. Export reports by client or category and sync directly with QuickBooks for seamless accounting. Task & Playbook Management: Stay organized with task tracking tied to specific clients and milestones. Use planning playbooks to standardize your workflow and ensure nothing falls through the cracks. NueViews is built for solo coordinators and full-service planning firms alike. Plans start free with no setup fees and no learning curve, just a smarter way to run your planning business."

KSeF e-Monitor Faktury is a Windows tray application for Polish businesses and public institutions that receive invoices through KSeF, Poland's mandatory national e-invoicing system. Every hour (or as often as every 15 minutes) it checks KSeF for new purchase and sales invoices of up to 30 companies (tax IDs), saves each invoice as the original XML plus a PDF visualisation with a QR code (generated by the Ministry of Finance's official generator) to the company's folder, and emails the list of new invoices to the owner or the accountant. It reminds about payment due dates, lets you mark invoices as paid, copy bank-transfer details and export a monthly list to CSV. It also downloads invoices where a company appears as Podmiot 3, so a municipality and its subordinate units each get their own invoices. The program only reads data from KSeF (it never issues or changes invoices), logs in with a KSeF certificate, and stores passwords in Windows Credential Manager. 14-day free trial, annual licence per company. PL: KSeF e-Monitor Faktury to program w zasobniku Windows dla firm i jednostek publicznych, które odbierają faktury w KSeF. Co godzinę (najczęściej co 15 minut) sprawdza KSeF dla maksymalnie 30 firm (NIP-ów), zapisuje nowe faktury zakupowe i sprzedażowe jako XML oraz PDF z kodem QR (z oficjalnego generatora Ministerstwa Finansów) w folderze firmy i wysyła listę nowych faktur e-mailem – właścicielowi albo księgowej. Przypomina o terminach płatności, pozwala oznaczać faktury jako zapłacone, kopiować dane do przelewu i eksportować miesiąc do CSV. Pobiera też faktury, na których firma jest Podmiotem 3, więc gmina i jej jednostki podległe dostają swoje faktury osobno. Program tylko odczytuje dane z KSeF, loguje się certyfikatem KSeF, a hasła trzyma w Menedżerze poświadczeń Windows. 14 dni za darmo, licencja roczna na firmę.

MEINbusiness is a cloud-based business intelligence and controlling software built specifically for the gastronomy and hospitality industry. It gives restaurants, hotels, caterers and multi-location groups a permanent, real-time view of their financial and operational performance — without the need for extensive IT infrastructure. At its core, MEINbusiness turns scattered operational data into a single source of truth. Incoming supplier invoices flow directly into the system, where they are digitized, checked and automatically pre-assigned to the right account in your bookkeeping. This data is then connected with POS sales, recipes and staff information, giving operators one consolidated, always-current picture of their business. From this foundation, MEINbusiness automates the reporting that restaurateurs and hospitality operators would otherwise assemble by hand. Key figures such as turnover, cost of goods sold, personnel costs, contribution margins and productivity are available live at any time, from anywhere, on any internet-enabled device. What used to require manual counting, spreadsheets and month-end guesswork becomes a continuous, transparent overview of profitability. Key capabilities Automated accounting - Invoices go directly from your supplier into MEINbusiness, where they're digitized, legally checked and automatically pre-assigned to the correct account. No manual entry, no lost paperwork. Automated controlling & live KPI dashboard - Purchasing, cost of goods sold, sales, staff hours, personnel costs and productivity flow into one dashboard for a permanent, real-time view of your operation. Global article catalog - Every purchased item links to a base article for full purchasing transparency, drawing on a self-developed database of over 3 million supplier articles. Recipe management - Formulate and cost your products precisely, tap into a large database of ready-made recipes including allergens and nutritional values, and link recipes to the items you sell at the POS. Inventory management - Stocktaking without the pain: manual data entry and hours of counting in the warehouse become a thing of the past. Productivity analysis - Understand exactly when your business is productive, optimize your opening hours and staff your shifts around the times that actually pay off. Personal F&B management - A dedicated F&B manager analyzes your KPIs and drives optimization: cutting purchasing costs, negotiating with suppliers, managing industry contracts and refining your menu.

Vintti is an innovative talent acquisition agency specializing in overseas financial staffing, primarily focused on sourcing high-quality accountants and financial professionals from South America. We offer fast, cost-effective solutions, delivering candidates who are proficient in US GAAP, fluent in English, and culturally aligned with US business practices. Our unique approach promises up to 60% savings on payroll costs compared to US counterparts. With Vintti, experience risk-free hiring as our selection process is free, and you pay only if you hire. We excel in providing top 3% quality candidates, handpicked to align with your business objectives and culture. Our dedicated team ensures end-to-end management, from hiring to payment, simplifying your business growth and allowing you to focus on core operations. At Vintti, we understand the challenges of time zones and communication barriers, hence, we select talent from regions aligned with US time zones and with strong English skills. Discover a world where top-notch talent and cost savings go hand-in-hand, all within a swift 21-day timeframe.

Receipt Maker is a free, browser-based receipt generator built for professionals who need fast, reliable, and professional-looking receipts without the complexity of accounting software. Whether you're a freelancer billing a client, an e-commerce seller documenting a sale, or a contractor providing proof of service, Receipt Maker helps you create polished receipts in just three steps: choose a template, add your details, and download. ✨100+ Customizable Templates Choose from receipt styles modeled after well-known brands - Amazon, Costco, Walmart, Starbucks, Apple Store, Uber, Nike, and more - or build your own from scratch. Every template is fully editable, so you can adjust fonts, colors, logos, and layouts to match your brand. ✨Real-Time Editing See your changes instantly as you type. Add business information, itemize products or services, select payment methods, apply taxes, and include custom notes - all with a live preview that shows exactly how your receipt will look. ✨No Signup Required We respect your time. You can start creating receipts immediately without creating an account, entering a credit card, or dealing with subscription prompts. ✨Private & Secure All receipt generation happens directly in your browser. We don't store, track, or upload your data, ensuring complete privacy and control over your financial documents. ✨Multi-Format Export Download your receipts as high-resolution PDFs for archiving, PNGs for email sharing, or JPGs for quick uploads. All formats are print-ready and designed for professional use. ✨Who Uses Receipt Maker? Freelancers who need quick invoices and billing documents for client projects; E-commerce sellers managing orders, returns, and customer receipts; Contractors like handymen, drivers, and service providers who need on-the-spot proof of payment; Individuals tracking expenses, recreating lost receipts, or organizing reimbursement claims. ✨Why Choose Receipt Maker? Unlike complex invoicing platforms or generic templates, Receipt Maker delivers professional results with zero friction. It's fast, flexible, and designed for real-world scenarios where you need a clean, credible receipt immediately. With support for multiple currencies, customizable branding, and realistic formatting, your receipts will look as legitimate and polished as those from major retailers. #1 Free receipt generator for professionals who value speed, privacy, and quality.

Caelo is the all-in-one financial operating system built specifically for content creators and influencers managing brand deals, invoices, and cash flow. Unlike generic invoicing or CRM tools, Caelo understands the creator economy: AI-powered contract analysis flags risky clauses in brand deal agreements before you sign, a built-in CRM tracks every deal from pitch to payment, and AdSense sync pulls in your platform earnings automatically. Generate professional invoices in seconds, scan receipts with OCR for tax-ready expense tracking, and forecast cash flow so you're never caught off guard by a slow month. Built for creators in the 10K–150K subscriber range who are earning real money but don't have a manager, accountant, or business team — Caelo gives you the financial clarity and protection that used to require an agency. Key features: AI contract analysis — catch red flags in brand deal contracts instantly Brand deal CRM — track every deal from first email to final payment AdSense sync — automatic platform earnings tracking Invoice generation — professional invoices in seconds Receipt OCR — snap a photo, get tax-ready expense records Cash flow forecasting — see what's coming before it hits your bank account Rate benchmarking — know what to charge based on real market data

GLENZY is our Vertical SaaS solution designed to meet the specific needs of Lenders, Banks and Fintech Startups. GLENZY utilizes built-in libraries to integrate with various third-party applications, allowing for a faster time-to-market for our customers. Loan Origination System Our Loan Origination System (LOS) is extremely efficient and easy to use, providing a seamless experience for Digital borrowers and Dealers.As a financial institution or service provider, using our LOS sets you apart from the competition. Our LOS improves efficiency, simplifies processes, and speeds up response times throughout the loan origination cycle, including loan applications, underwriting, decisions, and loan funding. We don't just provide a basic solution, but we offer a customizable LOS tailored to your specific needs. Your institution is unique, and with our various customization options, you can explore new possibilities in Digital Lending world. AI-Powered Decision Engine Our AI-powered Decision Engine, which is a rules-driven automation platform, utilizes vertical specific algorithms and rules defined by the lender to make decisions based on the borrower's criteria. It streamlines the decision-making process and can be tailored to fit the unique needs of the business. The engine analyzes data from various sources such as credit bureau reports, bank statements, expense reports, SMS data, accounting software, credit scores, identity verification, and income data, to ensure accurate and conclusive approvals or denials. The system also incorporates a human element to further enhance the decision-making process and gives complete control over the standards that must be met for approvals. This enables us to efficiently and quickly complete the hours-long process of verification and eligibility in a fraction of a minute. Loan Management System (LMS) Our Loan Management System (LMS) offers a user-friendly interface for lenders to manage complete loan life cycle i.e, origination, serving the borrowers and ensures timely collection as per repayment schedule. The system is designed for efficiency, with a focus on error-free operation and robust security of data & documents. Additionally, our LMS is highly customizable to meet specific business needs. Our LMS offers centralized access with multiple communication channels like email, SMS, WhatsApp etc, and an admin dashboard as well as role centric dashboard for various roles within the organization. Our Loan Management System (LMS) provides comprehensive reports Track loan applications, re-verify credit worthiness of borrower, loan disbursement, processing fees and interest rates, collateral (in case of auto loan GPS is used) and repayment calendar. These reports can be generated for individual borrowers and dealers, and evaluate the performance of the merchant and product offered.The system's reporting feature allows for easy visualization and understanding of the direction of the business.

Chargd is a modern, privacy-focused invoicing application designed specifically for freelancers, tradespeople, and small business owners who prefer to buy software once rather than paying monthly subscription fees. Running natively on macOS, Chargd provides a complete billing workspace that covers every step of client invoicing, from initial quotes to recurring retainers. At the core of Chargd is a fast, streamlined workflow that saves users significant time. With a single tap, users can convert detailed quotes into professional invoices without re-typing line items. The built-in quote editor allows tradespeople and service providers to build customized documents in under a minute, complete with logos, taxes, and clean layout templates such as Classic, Modern, Minimal, Bold, and Executive. Unlike traditional cloud billing platforms, Chargd works completely offline on your local machine. Every client profile, payment history, and invoice lives inside a secure local database on your Mac. This means there are no server delays, no mandatory online accounts, and no risk of losing access to your critical financial records due to internet outages or server downtime. For ongoing client relationships, Chargd simplifies billing with automated recurring invoices. Users can set up schedules for retainer clients, allowing the app to generate and send out invoices automatically on set dates. Additional tools include client management, multi-currency support, credit memos, bulk PDF exports for accountants, and clear sales pipeline tracking. Available for a one-time payment of $49 for the Pro version alongside a free tier, Chargd offers an efficient alternative to subscription-heavy tools like FreshBooks, QuickBooks, or Xero. By combining total offline privacy, flexible design templates, and an intuitive interface, Chargd empowers independent professionals to manage their billing effortlessly while keeping full ownership of their software and data.

Valid Value offers valuation tools for business valuation professionals. Users comprise a wide spectrum of professionals, from valuators, accountants and consultants to investment managers and financial directors. The advanced Excel models offer a unique combination of standardized calculation with maximum flexibility to analyse, forecast and determine the value of a business. All relevant valuation methods, like DCF WACC, DCF APV and multiples, in one model. The models link to databasexs with support data that is relevant to a valuation, like beta’s and multiples. Easily create valuation reports in PowerPoint or Word based on the valuation models using an add-in. The standard report Valid Value supplies provides a solid basis for every valuation but it is also possible to link the model to your own report format. The link between Excel and PowerPoint/Word is dynamic and changes in the Excel model can be implemented in the reports in Word or PowerPoint with a push of a button.

AMLHUB is a cloud-based anti-money laundering platform that helps businesses of all sizes meet all their AML obligations in one place. Built for real estate, lawyers, accountants, and financial service providers, the AMLHUB software makes it easy to verify client identity, spot any suspicious activities, and maintain all AML records to achieve AML compliance. With AMLHUB, you will: *Onboard and verify clients anywhere - in person, remotely, or outsource to us. *Reduce AML admin: easy tools and workflows mean less data entry and time spent on managing your AML. *Manage costs: AML takes time and money to organise manually. Go digital with the most cost-effective AML software on the market. *Achieve compliance: we've turned AML compliance into easy-to-follow modules that show you exactly where you're AML compliant, and warns you when there are gaps. AMLHUB features that will save you time: *Face-to-face client onboarding with the AMLHUB app *Remote client onboarding with world-class biometrics *CDD outsourcing at the click of a button *Suspicions, staff training, vetting, and assurance registers *Management report generator *Easy audits: just give your auditor a login Find out more by visiting our website!

myocr.app converts PDFs, scans and photos into Excel spreadsheets, so nobody has to retype figures from documents. Upload a bank statement, an invoice, a price list or any document with a table. myocr.app reads it, rebuilds the tables (one sheet per table) and gives you an .xlsx file you can use right away. WHAT IT DOES • Tables from any document: PDFs, scans and phone photos, single page or multi-page. • Bank statements: every transaction in a row, plus an automatic check that opening balance + credits − debits equals the closing balance printed on the statement, so you know nothing is missing before you reconcile. Download as Excel, as CSV for QuickBooks or Xero, or as OFX. • Invoices and receipts: vendor, date, number, amounts and line items into columns, or a Bills CSV ready for the bill import of QuickBooks Online or Xero. • Excel add-in on the Microsoft Marketplace: snip a value from a PDF straight into a cell, import whole tables and statements, convert a batch of documents into one sheet with one row per document, and keep values and tables linked to the page they came from. • REST API: synchronous and asynchronous endpoints, batches of up to 20 files, webhooks. • Works inside AI assistants: a connector lets Claude convert your documents and check balances in a conversation. WHO IT IS FOR Accountants and bookkeepers, small businesses, finance teams and anyone who receives documents as PDF or paper and needs the numbers in Excel. PRIVACY AND SECURITY Documents are processed on servers in Germany (EU). The original file is deleted right after processing. Your documents are never used to train AI models. A GDPR Data Processing Agreement is publicly available. PRICING Start free: 3 pages at sign-up, no card required. Then pay only for what you use with page packs that never expire, from €4.99 for 50 pages, or choose a monthly plan: Starter €19 for 1,200 pages, Pro €49 for 3,500 pages, both including the Excel add-in. API plans from €29 per month. Interface and chat assistant in English, Italian, Spanish, Portuguese, German and Hindi.