SME Clutch helps small businesses set, track and be accountable for financial goals. It connects to accounting software to retrieve data to easily monitor Profit, Cash, and Growth providing a simple view of key metrics, making it easier to understand and share. Affordable and available direct or from QuickBooks/Xero marketplaces.
Klear is a financial platform that helps fast-growing companies optimize working capital and cash flow by digitizing the entire order-to-cash process. It provides tools for invoicing, payments, funding access, and real-time financial insights—all in one platform. With quick onboarding, high-yield accounts, and built-in foreign exchange tools, Klear enables businesses to unlock liquidity, reduce risk, and scale efficiently without sacrificing equity or operational control.
ZenStatement is a finance automation platform designed for multi-location retail and F&B businesses to simplify transaction reconciliation, financial reporting, and audit readiness. By consolidating sales, payments, and banking data into a single source of truth, ZenStatement eliminates the manual effort involved in reconciling transactions across multiple stores, online sales channels, and payment gateways. With real-time visibility into financial data, finance teams can effortlessly track
Our goal is to enable businesses better control over their cash flow, without reliance on net plus and without unnecessary complications. We strive to create a smart and transparent financial ecosystem that allows every business to progress with confidence, grow, and maintain economic stability
BankSummary is a Salesforce-native financial management solution that connects all your bank accounts in one place, delivering real-time balances, transaction visibility, and actionable financial insights. The platform securely syncs transactions from multiple banks, allowing finance teams to track cash positions, monitor spending, and analyze financial activity through smart dashboards and reports. With automated transaction syncing, category-wise insights, and forecasting capabilities, Bank
CashProjectionPro is a cash flow forecasting and financial planning tool designed to help businesses gain clear visibility over their future liquidity. It enables users to build dynamic cash projections, model different scenarios, and anticipate funding needs with precision. The platform simplifies financial decision-making by combining structured forecasting models with intuitive dashboards, allowing businesses to monitor cash inflows and outflows, identify potential shortfalls, and plan growt
SmartCash is a cashflow forecasting tool built for Shopify merchants who need to see what's coming, not just what happened. Pulls from Shopify, Xero or QuickBooks, and bank feeds to produce a 13-week rolling forecast that updates as orders, refunds, and ad spend change. Industry-specific templates for ecommerce, agencies, restaurants, and SaaS. Send a clean forecast PDF to your bank or investor with one click — every shared PDF carries a Powered by SmartCash footer.
Sofia is an AI-driven financial management platform for business process outsourcing (BPO) operations. Its Central do BPO feature consolidates client portfolios into a unified interface, displaying organizations with audit scores for efficient exception handling. Sofia automates tasks like bank reconciliation, accounts payable/receivable management, recurring transaction tracking, NFSe issuance, financial statements, and cash flow analysis, requiring human input only for exceptions. The platform
Cashly is a personal finance app built in India for people who want a clear picture of their money without connecting a bank account. Log income and expenses in seconds with categories and payment methods - cash, bank, UPI, credit card, debit card, wallet, cheque and more - and balances update themselves across banks, cards and wallets. EMIs, debts and subscriptions advance on their own, so upcoming bills appear without any month-end catch-up. Timezone-aware emails keep you ahead: a daily summ