Products

Upsource Solutions is a boutique Salesforce.com consulting and product firm with over 20 years of experience in implementing and integrating CRM products. Based in Lynchburg, VA, and Denver, CO, the company specializes in providing tailored solutions that align with each client's unique processes and requirements. Their team of experts offers a comprehensive range of services, including integration, implementation, data migration, support services, and custom application development. By focusing

Biltmore Management Advisors is a full-service digital transformation and management consulting firm dedicated to assisting middle and lower-middle market business owners and private equity companies across North America and the Asia Pacific region. Established in 2018 and headquartered in Brevard, North Carolina, the firm leverages over 500 years of combined experience from its operating partners to deliver tailored solutions that address clients' most critical challenges and opportunities. The

Maroo is a comprehensive business management platform tailored for the weddings and events industry, designed to streamline operations for professionals such as photographers, planners, venues, and caterers. By integrating client relationship management (CRM), contracts, invoicing, and payment processing into a single, user-friendly interface, Maroo enables businesses to manage their workflows efficiently and focus more on delivering exceptional services to their clients. Key Features and Funct

Aviara Connect is an enterprise platform that unifies the contract, quote, and invoice lifecycle in a single system. It is built for organizations where fragmented, manual document workflows translate directly into compliance exposure, revenue leakage, incorrect vendor payments, and delayed approvals across legal, procurement, and finance. The platform runs in production at enterprise scale. At NTPC, India's largest power utility, Aviara Connect serves 8,000 or more users against a 1.5 GB docum

QuickAdmin is a comprehensive business management application designed for contractors, but it is also useful for attorneys, landscapers, entrepreneurs, developers, architects, actors, and many other professionals. It adapts to different business needs, although its most common use is among contractors. Create professional invoices and estimates, manage projects, track bills and expenses, monitor budgets, and keep your team organized from a single place. QuickAdmin streamlines daily operations

CentsOf.AI is an AI-powered financial intelligence platform designed specifically for small businesses. By seamlessly integrating with QuickBooks and other financial systems, it provides real-time insights into cash flow, profitability, payroll, and more. Users can ask questions in plain English and receive immediate, data-backed answers, eliminating the need for an accountant or advanced financial expertise. Key Features and Functionality: - FREM AI Engine: The Financial Reasoning Engine Mess

Finzu is an AI-native accounting platform built for UK small and medium-sized businesses, designed to replace the traditional month-end close with continuous, real-time bookkeeping. Most accounting software available to UK SMEs, including established players like Xero, QuickBooks, and Sage 50, was built for a slower era of finance and has had AI features added on top of older, rules-based architecture. Finzu takes a different approach. It was built from the ground up around AI, so reconciliation

Praxivara is an AI business assistant — and the agents that run the work. The assistant is one chat that takes real action across your entire stack. Connect your email, calendar, CRM, accounting and storage once, then brief it like you'd brief a colleague: chase the overdue accounts, book the demo, update the deal, build the board report. It determines which application to use, does the work, and shows you what it touched. Anything sensitive stops for your approval first. The agents are what h

IronLane AI is an advanced dispatch platform designed specifically for the trucking industry, aiming to streamline operations and enhance efficiency for carriers. By integrating seamlessly with existing tools such as Electronic Logging Devices (ELDs), load boards, factoring services, fuel cards, and accounting systems, IronLane AI provides a comprehensive solution that automates and optimizes dispatch processes. Key Features and Functionality: - Integration with Existing Tools: IronLane AI con

Clevra is an AI dispatcher for trades: field service management software that takes a job from call to invoice. One web app runs the whole job: a request comes in, the office sends an estimate and books the visit, the tech does the work, and the client gets invoiced and pays online. It’s built for owner-operators and crews of 1 to 15 users. The core trades are subsurface scanning, utility locating and inspection, and it also serves home services, property and outdoor trades. What’s included:

Unqio is a CRM built for pet-waste-removal operators: the pooper-scooper services that visit the same yards every week. One workspace per operator holds everything the business runs on. Residential customers and service plans (weekly, twice weekly, three times weekly, every other week, monthly), with visits forecast ahead and pauses for vacations. A route planner that orders each technician's day by distance, splits a day across several trucks, and builds and publishes a whole Monday-to-Sunday

Winnows does the part of time tracking that ends in an invoice, and nothing else. Every entry belongs to a client, a project and a task. The week is a grid: projects and tasks down the side, days across, hours typed into cells; on a phone the same week is one day at a time with a timer in the bar at the bottom. When the week is done, the member submits it, and a manager opens the week itself, reads every entry and its note, and approves it or sends it back with a comment. A lock date makes

EverlyPro is funeral management software for independent funeral directors in Ireland, England, Scotland, Wales and Northern Ireland, from a single-branch family firm to a group with several locations. It is not a corporate system cut down to size: it is designed around the way family-run funeral homes actually work. A true web app, it runs on desktop, tablet or phone with nothing to install. Same case, same detail, live. The paperwork does itself. Enter the details once and every document fills

TourTracks is a comprehensive tour management platform designed to streamline the financial and logistical aspects of touring for artists, managers, and promoters. By automating budgeting, expense tracking, and reporting processes, TourTracks enables users to make informed decisions based on real-time data, ultimately maximizing tour profitability. Key Features and Functionality: - Budget Template: An intuitive tool for creating tour budgets, featuring a running balance side-panel for real-tim

Open Ledger is an AI-powered embedded accounting API designed to seamlessly integrate comprehensive accounting functionalities into SaaS platforms. By embedding Open Ledger, platforms can offer their SMB customers real-time financial data transformation, automated reconciliation, and AI-driven compliance monitoring, all within their existing product environment. This integration eliminates the need for external tools like QuickBooks, providing a unified and efficient financial management experie

Qiwam AI is a comprehensive enterprise AI agent platform designed to automate workflows, enhance productivity, and ensure compliance for businesses in Saudi Arabia and the GCC region. With over 500 specialized AI agents, Qiwam AI addresses various departmental needs, including Human Resources, Finance, Sales, Marketing, Customer Support, IT & Security, Legal, and regional compliance requirements. Key Features and Functionality: - Extensive AI Agent Library: Offers more than 500 pre-built A

Agentic CFO is a comprehensive financial services provider that integrates the expertise of qualified Singaporean accountants with advanced AI agents to deliver accurate, timely, and audit-ready accounting solutions. Catering to businesses across Southeast and South Asia, Agentic CFO offers a seamless blend of human judgment and AI efficiency, ensuring that financial operations—from company incorporation to month-end close—are managed with precision and compliance. Key Features and Functionalit

FusionAI is an enterprise-grade platform that deploys autonomous agents to manage and execute complex business workflows across various operations, including customer service, accounts receivable, accounts payable, compliance, support, logistics, and engineering. By automating these processes, FusionAI enables organizations to reduce manual effort, enhance efficiency, and focus on strategic decision-making. Key Features and Functionality: - Autonomous Agents: FusionAI's agents are designed to

SubmitX est la plateforme tout-en-un propulsée par l'IA qui fait rouler une entreprise de construction, de la première demande jusqu'au paiement final — un seul système au lieu de dix outils qui ne se parlent pas. • Ventes et estimation : soumissions générées par IA à partir d'une description, de photos ou de plans PDF ; TakeOff IA qui mesure les quantités directement sur les plans ; mesure de toitures et de terrains par satellite ; visionneuse de maquettes BIM 3D avec détection de conflits et

What is Way Mileage Tracker? Way Mileage Tracker is a mileage tracking and reimbursement platform for businesses with employees who drive for work. Way Mileage Tracker for Teams pairs the Way mobile app — included for every employee driver — with a web-based admin dashboard where managers review, approve, and export mileage reports, so businesses can retire manual logs and spreadsheets in favor of one accurate system of record. Businesses use Way Mileage Tracker for Teams to save time on comp