Search results for Account Manager

The billing and monetization platform built for the AI economy.

Light is an AI-native financial platform built for multi-entity companies. It centralizes AR, AP, bookkeeping, reporting, and approvals in one system, automating tasks like bank reconciliation, revenue recognition, and intercompany eliminations. Employees submit receipts via chat, reports can be created with prompts, and approvals happen in Slack/Teams/app. With multi-currency ledgers, real-time consolidation, and built-in compliance, Light replaces fragmented finance stacks and helps CFOs scale faster with less manual work.

QuickBooks Online Accountant is a comprehensive, cloud-based accounting solution tailored for accounting professionals to efficiently manage multiple clients and streamline their practice workflows. By providing real-time access to client data, it enables accountants to offer timely and informed financial advice, enhancing client relationships and service quality. Key Features and Functionality: - Client Management: Access and manage all client files through a single, secure login, eliminating the need for multiple accounts and simplifying workflow. - Customizable Home Base: Each team member has a personalized dashboard highlighting essential tasks, reminders, and insights, ensuring that critical activities are prioritized and nothing is overlooked. - Data Integrity Alerts: Receive immediate notifications for disconnected bank feeds or data connection issues, allowing for prompt resolution and ensuring that financial data remains current and accurate. - Role-Based Access Control: Assign specific roles to team members, enabling delegation of tasks while maintaining compliance and security across services such as accounts payable, accounts receivable, and payroll. - AI-Powered Client Insights: Utilize artificial intelligence to monitor client portfolios, identifying significant trends and anomalies across key financial indicators, payroll data, and bill payments, facilitating proactive advisory services. - Efficient Month-End Close: Streamline the review and closing process with AI-driven anomaly detection and automated updates, supported by customizable templates and statuses to fit the firm's specific procedures. - Customer Relationship Management: Manage leads and client interactions within a unified platform, automating follow-ups and personalizing communications to strengthen client relationships from initial contact through ongoing engagement. Primary Value and Solutions Provided: QuickBooks Online Accountant empowers accounting professionals by centralizing client management, automating routine tasks, and providing advanced analytical tools. This integration reduces manual workload, minimizes errors, and enhances the ability to deliver strategic financial advice. The platform's scalability and AI-driven features support the growth of accounting practices, enabling them to offer high-quality services to a broader client base efficiently.

Make better decisions with Occupier, the deal and portfolio management software for tenants.

Outgrow is an interactive content marketing platform that allows you to better acquire, qualify and activate leads by making it easy to build personalized quizzes, calculators, assessments, recommendations, polls & chatbots. No developers or designers required!

Securden Privileged Account Manager is a full-featured privileged access security solution (Password Vault + Privileged Account Management + Remote Access / Remote Session Management + Application Password Management + Privilege Elevation and Delegation Management + Endpoint Privilege Management). It helps IT teams to securely store, protect, and automate the management of all high privileged account passwords, keys, and identities. It enables IT administrators to centrally control, audit, monitor, and record all access to critical IT assets and thereby reduce risks related to privileged access. Securden can be deployed in minutes on a server on-prem or hosted on private cloud instances.

8am Online payments designed for CPA firms

Martal is your on demand sales partner in North America, servicing B2B tech companies in US and Canada, generating them qualified leads, providing support staff and services right through to signed contracts. Our fractional sales executives and account managers will help your team in sourcing deals, pitching prospects and winning new business

Hushly's all-in-one marketing platform provides b2b marketers with a solution that offers website personalization, content personalization, lead capture, opt-in compliance, and enrichment. Our products include adaptive content hubs, self-nurturing landing pages, personalized embeddable content streams, account-based pages, dynamic campaign destination pages, microform, and more.

Billtrust helps accounts receivable teams transition from expensive paper invoicing and check acceptance to efficient, automated electronic billing and integrated B2B payments.

Square provides small and large businesses the tools they need to run and grow their business. Accept debit and credit cards anywhere with your iPhone, Android, iPad or our POS system.

Agicap all-in-one modular treasury management platform meets most cash challenges. It relies on several complementary and interconnected solutions: Banking & ERP connectivity - Manage data connections between your banks and other systems; namely, automatically retrieve all your bank statements to import them into your ERP and schedule your payments without connecting to all your banks. Daily Cash Management - Manage and monitor company-wide cash in one place to establish a solid foundation for short-term financial decision-making. Liquidity Planning - Plan long-term liquidity by consolidating data from multiple sources and enhancing forecast modelisation and actuals comparison. Business Spend Management - Streamline company-wide spending processes from procurement to pre-accounting with advanced payment capabilities. Cash Collection - Enhance late payment collection capabilities, automate processes and resolve disputes. Reporting & Analytics - Streamline financial reporting internally and externally by building custom reports, accessing them from the mobile app, and sharing them easily.

DataSnipper is an intelligent audit platform within Excel that accelerates the speed and quality of your audit by 10x. Specialized in tests of details, tests of controls, walkthroughs, contract reviews and other audit procedures. Trusted by Deloitte, EY, KPMG, PwC, BDO and other market leaders. Active in 75+ countries and used by over 150.000 auditors.

TenantCloud transforms property management by centralizing rent collection, tenant screening, and professional accounting in one seamless interface. Available to try for free, it’s the intuitive, high-efficiency platform designed to help landlords and property managers automate the tedious and focus on growth.

Folloze is an AI-powered personalization platform designed for modern B2B go-to-market teams. The platform enables marketers and sellers to deliver dynamic, relevant buyer experiences across every stage of the journey—from campaigns and websites to field events and sales engagement. Folloze combines no-code simplicity with a suite of embedded AI Agents that help teams generate personalized content, identify buying signals, and scale high-impact engagement without resource constraints. Key capabilities include microsite creation, content recommendations, AI-generated video, and real-time engagement insights. Folloze integrates seamlessly with CRM, ABM, and marketing automation systems to power full-funnel personalization at scale. Trusted by enterprise leaders across industries, Folloze helps organizations accelerate pipeline, increase buyer engagement, and drive measurable marketing impact. For more information, visit https://www.folloze.com.

Brokermint is a complete back office solution for residential real estate brokerages. It consolidates back office functions into a single cloud-based solution and also connects to CRM, MLS, and more.

Deltek Costpoint is an ERP and accounting solution for Government Contractors with 98% of the top 50 firms trusting Costpoint for project accounting, contracts management, real-time analytics and reporting. Costpoint provides a means to implement Federal Acquisition Regulations (FAR) and DFARS compliant financial accounting and procurement process including support for MMAS requirements and DPAS ratings, ensuring streamlined DCAA or DCMA audits. Deltek Costpoint Cloud is a secure and DFARS-compliant solution — providing customers with the built-in security and compliance infrastructure to support NIST 800-171 controls (foundational for CMMC compliance). With an experienced industry team, Deltek is a trusted partner that provides award-winning support and successful project delivery.

The Expandi Jabmo ABM platform is a game-changer for companies' marketing and sales teams . You can identify and select, in one single place, your priority accounts using intelligent insights on their purchase intent. You can engage with them to plan and execute effective omnichannel digital marketing activities, set sales alert and analyse and report results.

Certinia ERP Cloud is a full-featured financial system that takes a fresh approach to keeping track of the numbers, built on Force.com.

Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 210M contacts and 35M companies with robust and accurate data. Teams leverage Apollo’s Engagement Suite to scale outbound activity and sequences effectively. Finally, up-level your entire go-to-market processes with Apollo's Intelligence Engine with recommendations and analytics that help you close. Founded in 2015, Apollo.io is a leading data intelligence and sales engagement platform trusted by over 10,000 customers, from rapidly growing startups to global enterprises.