Actus Consulting Group is a certified Salesforce Consulting Partner dedicated to empowering small to mid-sized organizations by delivering customized Salesforce solutions that enhance sales, marketing, and customer support capabilities. With a focus on maximizing the potential of the Salesforce platform, Actus offers comprehensive services tailored to meet the unique needs of each client.
Key Features and Functionality:
- Salesforce Implementation and Customization: Actus provides end-to-end services for implementing and customizing Salesforce Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud, ensuring seamless integration with existing business processes.
- Quick Start Packages: For organizations seeking rapid deployment, Actus offers Quick Start packages that enable Salesforce implementation within weeks, including user setup, configuration, data import, and end-user training.
- Ongoing Support and Optimization: Beyond initial implementation, Actus offers continuous support, training, and best practices to help clients leverage new Salesforce releases and optimize their systems for sustained success.
- Data Management and Integration: Actus assists with data cleaning, import, and integration with various platforms, including Microsoft, Apple, Google, QuickBooks, and other third-party applications, ensuring a cohesive and efficient workflow.
- Experience Cloud Development: Specializing in setting up and optimizing Salesforce Experience Cloud, Actus enables clients to engage with customers, partners, and employees through customized portals and communities.
Primary Value and Solutions Provided:
Actus Consulting Group addresses the challenges faced by small to mid-sized organizations in adopting and optimizing Salesforce solutions. By offering personalized services, rapid deployment options, and ongoing support, Actus ensures that clients can fully leverage the Salesforce platform to improve operational efficiency, enhance customer engagement, and drive business growth. Their expertise in data management, system integration, and user training empowers organizations to overcome common implementation hurdles, leading to higher user adoption rates and a more significant return on investment.
          Brandarrow is a digital marketing and branding agency based out of Monroe Township, New Jersey; it serves small to mid-sized level businesses all over the states. We specialize in broad fields of business development through marketing and branding. We serve many industries including those specific to e-commerce, hospitality, law, medical, automotive, news/media, non-profits, influencers, artists, and more. Our immense areas of not only service but expertise and quality are inclusive of:
Digital Ads
Brand Development
Social Media Marketing/Management
Web & Mobile App Development/Design
Search Engine Optimization (SEO)
Search Listings Management/Distribution
Customer Reviews/Reputation Management
Lead Generation
Digital Asset Generation/Management
Graphic Design
Music Distribution
and Talent Management.
Our other lines of service maintained through partners include professional services such as Virtual Addresses, Virtual Phone #’s & Fax #’s, (LLC) Corporation Registration, EIN Registration, and more. Just drop us a message and we’ll let you know if we can handle your custom task.
We are also home to brandSuite, a revolutionary tool with the purpose of boosting efficiency in a business. This is done through its proprietary artificial intelligence algorithms and responses. On brandSuite: you can start, run, and grow any business. brandSuite has our core services of
Listings
Social Media
Website
Ads
and Reputation;
but, there is much more available. We integrate with Google Workspace (formerly GSuite), Microsoft 365, QuickBooks, Constant Contact, Facebook/Instagram, Google Adwords, and so much more. Overall, it allows operations to be more seamless and operated through one spot with a single login rather than through 20 tabs.
 
 
acy-First GPS Tracking for Field Teams
TrackTeam is a field workforce management platform that helps businesses coordinate outdoor staff with full transparency. Built for field service teams, delivery drivers, technicians, construction crews, and sales reps, TrackTeam combines live GPS tracking, attendance, expenses, collections, and job-site alerts in one app.
No hidden surveillance. No after-hours monitoring. Every feature runs on consent-based tracking with persistent notifications, so employees always know when location sharing is active.
Our Platform
- 📍 Live GPS Tracking — See where your team is in real time. Dispatch the nearest person, reduce response times, and share accurate ETAs with customers.
- 🛣️ Route History — Replay travel paths for any date. Verify visits, optimize routes, and cut fuel costs with GPS-verified data.
- ⏱️ Attendance — GPS-verified check-in/check-out with automated timesheets. Eliminate buddy punching and manual entry.
- 🏷️ Expense Management — Capture receipts from the field instantly. Every expense is GPS-tagged with a streamlined approval workflow.
- 🏢 Job-Site Alerts — Automatic notifications when team members arrive at or leave assigned locations.
- 💰 Collection Management — Assign tasks, record amounts in real time, and track performance by agent or region.
- 📊 Admin Dashboard — Monitor everything from one dashboard with daily, weekly, and monthly insights.
- 🔗 Payroll Integration — Connect attendance and expenses to QuickBooks, Gusto, ADP, and more.
Why Businesses Choose TrackTeam
One of the few field tracking apps combining GPS with built-in expense management. Our privacy-first approach builds employee trust and ensures compliance with data protection regulations.
Available on iOS and Android. Trusted by businesses across 50+ countries.
Get started at [trackteam.app](https://trackteam.app)
Nventory is a cloud-based order management system (OMS) and inventory synchronization platform for ecommerce businesses that sell across multiple sales channels. It acts as a central operational layer connecting online storefronts, marketplaces, shipping carriers, and warehouses — keeping inventory levels, order statuses, and fulfillment workflows in sync across all of them from a single dashboard.
The platform supports 34 native integrations across marketplaces (Amazon, eBay, Walmart, Etsy, TikTok Shop, Flipkart), ecommerce platforms (Shopify, WooCommerce, BigCommerce, Wix, Squarespace, Magento), shipping carriers (FedEx, UPS, DHL, USPS, Royal Mail, DPD), and accounting or ERP tools (QuickBooks, Xero, NetSuite, Sage, Odoo).
Core functionality includes real-time bi-directional inventory sync across connected channels, a unified order queue that aggregates orders from all sources, and rule-based order routing that directs fulfillment to warehouses, third-party logistics providers, or Amazon FBA based on configurable logic. The platform also handles multi-location stock allocation, buffer stock thresholds per channel, low-stock alerts, and automated reorder points.
For businesses running dropshipping operations, Nventory manages supplier inventory feeds at varying levels of automation — from scheduled CSV imports to real-time API-based sync — and supports multi-supplier failover and per-SKU stockout actions.
An AI-powered automation layer, available on higher-tier plans, allows users to build trigger-condition-action workflows, connect external REST APIs, and configure fulfillment routing rules through a natural language interface without writing code.
Additional modules include a built-in online storefront, a point-of-sale system with Stripe Terminal support, and a free tools section with calculators for safety stock, inventory turnover, demand forecasting, and multichannel profit margins.
Lanexa is a transportation management system for small and mid-sized North American carriers, built in Canada by Cygnik Tech around Canada–US cross-border freight.
One shipment record runs the whole job — quote, load, trip, border, delivery, proof of delivery, invoice, collection, settlement — across 23 modules, so nothing is re-typed at a department boundary. It replaces the three-or-four tool stack a carrier runs today: a TMS, a broker portal, a driver chat, and accounting.
What is different:
• The border is part of the load, not a second desk. ACE, ACI, PARS and PAPS live on the load record itself. Border Desk prepares the packet up to the filing; the filing itself is keyed by a person, and we say so rather than calling it electronic filing.
• It does not export to accounting — it is accounting. A real double-entry general ledger inside the TMS: void a document and it unposts, with everything it created. It still pushes invoices, payments and carrier bills one way into QuickBooks Online.
• AI that cannot invent a number. The assistant emits a report definition; a governed engine computes every figure. It never writes a query and never sees a row of customer data.
• Drivers install nothing. Links and messages in a phone browser, SMS, and WhatsApp as an add-on.
• Row-level security on all database tables, with roles and per-person permissions.
Also included on every plan: the complete quarterly IFTA workspace with the Audit-Armor report, live CBP and CBSA commercial border wait times, live FMCSA carrier and broker checks, and bilingual English/French customer documents for Quebec.
Priced in Canadian dollars by trucks rather than seats — your whole office logs in from the second plan up, and a truck parked all month is not billed. Prices are published and you open the account yourself: there is no sales call.
Agile Receivables is a SaaS-based, AI-powered receivables automation platform transforming how businesses communicate, collect, and grow.
Built for the full accounts receivable lifecycle, Agile helps organizations manage receivables from Day 1 proactive engagement through early-stage, first-party, and third-party collections—bringing automation, intelligence, and visibility across the entire recovery journey.
Our platform combines AI-powered workflows, advanced segmentation, and omni-channel engagement across email, SMS/text, conversational AI voice, ringless voicemail drops, and physical mail. Agile also provides AI-powered inbound & outbound contact center support, combining conversational AI with human-agent assistance for account servicing, payment support, callbacks, disputes, and resolution.
Agile goes beyond traditional AR follow-up with AI campaign and message creation, configurable workflows, dispute/query management, payment arrangements, promise-to-pay workflows, real-time analytics, account tracking, and intelligent escalation.
Built for B2B, B2C, and hybrid receivables, Agile supports fast deployment through secure file/CSV uploads with no complex integration required, plus API and integration capabilities for deeper automation. White-label solutions enable financial institutions, collection agencies, RCM providers, software companies, and other partners to offer Agile under their own brand.
Our growing partnership and technology ecosystem includes athenahealth, Sikka, Stripe, Fiserv, SAP, Salesforce, QuickBooks, and Xero.
Agile supports healthcare, dental, financial services & lending, ARM/collections, professional services, SaaS, government, education, property management, utilities, distribution, and more.
From Day 1 through recovery—automate receivables, accelerate cash flow, and stop revenue leakage at every stage.
#ReceivablesAutomation #AccountsReceivable #AI #Fintech #Collections #HealthcareRCM #PaymentAutomation #SaaS #ContactCenter
JunkHQ is an all-in-one platform for junk removal businesses. It replaces the separate website builder, quote form, scheduling calendar, routing app, and invoicing tool that most haulers stitch together, with one product built around how junk removal jobs actually work.
On the customer side, each business gets a branded website that JunkHQ sets up and hosts. Customers describe what they need removed, add a few photos, and get a price right away. They then book an open time slot online. Afterward they can check their appointment, approve an estimate, pay a deposit or balance, or request another pickup through a secure customer portal.
On the business side, an operations dashboard handles the rest:
Leads and quoting. Every request arrives with the customer's details, address, photos, and price. Staff can adjust any quote.
Scheduling. The booking calendar follows business hours and truck capacity, so the business never takes on more jobs than its trucks can cover.
Routing. Each truck's stops are ordered automatically, and crews see the day's route on their phones.
Estimates, invoicing, and payments. Collect deposits and payments by card or bank transfer, send a payment link from the driveway, or log cash and checks. Funds settle directly to the business's own bank account.
Job proof. Jobs are closed out with photos and a customer signature.
Customer records and reporting. Job history, lead sources, close rate, revenue, and truck utilization in one place.
Higher plans add two-way customer texting, recurring and commercial contracts, QuickBooks sync, and a custom domain.
JunkHQ is priced by fleet size: $39 a month for one truck, $99 for up to three, and $199 for up to eight. Every plan starts with a 30-day free trial.
InstaBid is estimating and closing software for small residential contractors: the owner-operator with one to ten on the crew who still writes his own bids at night.
The contractor describes the job three ways, all priced by the same engine:
- The web form: a short embed on his own site. The homeowner answers plain questions and gets an itemized bid with a branded PDF.
- InstaBid 411: call the job in from the truck, say it out loud, and the estimate builds itself in his account.
- InstaBid Live: a video walk where the AI asks what a general contractor would ask, counts fixtures and prices the job in the call.
From scope to a sent, itemized estimate takes about two minutes. The engine returns cost, not a sell price. The markup is the contractor's, every line is editable, and his edit wins from then on. By default nothing reaches the customer until he taps send.
The catalog holds 25,533 hand-walked prices across 11 trades, with state-level regional pricing. When a material price moves more than 10%, the engine holds it for the contractor's ruling instead of quietly billing it.
The close is in the same flow: itemized proposal, contract, before/after render, Stripe card deposit and a start date on his calendar. Change orders, automatic follow-ups on quiet bids and subcontractor bid collection are built in. It plugs into ABC Supply and Ferguson accounts, QuickBooks, Slack, HubSpot, ServiceTitan, Zapier and Make. The full Spanish journey runs from signup to estimate, PDF and email.
Pricing: Solo $99/mo (one trade), Crew $249/mo (three trades), Shop $499/mo (every trade, plus InstaBid 411 and InstaBid Live). 10-day free trial, no card.
Built by John Dudley, a 30-year general contractor and co-host of the syndicated home-improvement radio show Around the House.
Know where the business stands - and what needs deciding.
Finrely is a reporting, planning and insights layer for founders and finance teams. Connect your accounting and payments sources and Finrely builds the full set of statements - P&L, Balance Sheet and Cash Flow - plus board packs, budgets and forecasts, for one company or a whole group. And it explains what they mean: the trends, the risks and what needs your attention.
Why teams trust the numbers
- A Data Quality Score tells you what's solid before you put it in front of a board.
- Every line opens into the accounts and analytic dimensions behind it - by business line, cost centre, project or client - and the detail adds back to the face of the statement.
- The AI reads your numbers and names what's changed, what's at risk and what to look at. It answers follow-up questions from your own books, or says the data doesn't have it.
What's inside
- Management reports: P&L, Balance Sheet and Cash Flow, with drill-down by account and dimension
- Budgets, driver-based forecasts, scenarios and budget-vs-actual, with a score for how accurate past forecasts turned out
- Management consolidation for groups: intragroup eliminations, multi-currency translation, goodwill and unrealised profit (management consolidation, not statutory)
- Board Pack: a narrative with the key statements and charts, as a PDF or a shared live view for your board and investors
- Excel and CSV exports of the P&L, Balance Sheet and Cash Flow
- Multi-currency: each entity keeps its own currency, translated at rates that tie to the source
- Admin and viewer roles - invite your team, advisors and investors
Sources
QuickBooks Online, Xero, Zoho Books, Odoo and Stripe, read into one model through read-only connections. Direct bank feeds are in development.
Pricing
The price is on the page: a free plan, and paid plans you can buy without booking a call.
trillium-ai is a client engagement and retention platform purpose-built for boutique legal and accounting firms in Canada. Founded in Markham, Ontario, trillium-ai helps managing partners reclaim billable hours, prevent silent client churn, and turn satisfied clients into local Google reviews — all through a secure, compliance-first platform that keeps a human in the loop on every communication.
Most boutique practices lose clients not to poor service, but to silence. trillium-ai transforms your existing client data into hyper-personalized, proactive outreach: tax-deadline and fiscal year-end check-ins, engagement lifecycle campaigns, and automated review requests that reflect your firm's voice and professional standards. Every draft is reviewed and approved by a partner before it reaches a client — technology drafts, professionals decide.
Key Features:
Automated client outreach and engagement campaigns
Tax-deadline and fiscal year-end check-ins
Engagement lifecycle retention campaigns
Google review request automation
Human-in-the-loop partner approval workflow
Integrations with Clio (legal practice management) and Intuit Accountant Online / QuickBooks Online Accountant (accounting)
Canadian-hosted data (AWS ca-central-1), PIPEDA-aligned
Zero-model-training guarantee — client data is never used to train public AI models
Why Firms Choose trillium-ai:
100% Canadian data sovereignty — all data processed and stored in-country
Compliance-first architecture designed for LSO and CPA Ontario standards
Built for small and boutique practices (1–30 staff), not enterprise workflows
No setup fees during the Early Access Program — limited founding cohort
Best For: Boutique law firms, boutique accounting firms, and CPA practices across Ontario and Canada seeking to automate client retention without compromising professional standards or data residency.
Category: Client Engagement & Retention Software; Practice Management (Legal); Practice Management (Accounting)
Pricing: Early Access Program (free during founding cohort); commercial pricing TBD.
Boardroom is a multichannel profit dashboard for e-commerce brands that sell on Shopify and Amazon. It connects unlimited Shopify stores, Amazon storefronts and ad accounts (Google Ads, Meta, Amazon Ads) in one place, so operators can see overall profitability inclusive of advertising spend instead of piecing together reports from each platform.
Boardroom surfaces data that most Shopify and Amazon plans don't show, such as the profitability of a single SKU or product variant. Multi-store operators can view the performance of every store at once or drill down to one brand. Grid views support sorting, filtering, column toggles, saved views and Excel export. Scheduled email reports send chosen metrics to the team daily, weekly or monthly, and inventory alerts warn before a SKU is projected to run out of stock.
Boardroom also connects to QuickBooks Online and Xero for accounting, and to Klaviyo and Mailchimp for email marketing.
Secondary to the analytics, Boardroom includes AI SEO tools: keyword research that returns 30–50 suggestions per idea, an AI blog writer with an SEO editor and score, AI product descriptions, and Photoroom-powered product images. All of these publish directly to Shopify.
Pricing ranges from $29 to $199 per month, based on the previous month's total orders across all connected stores: Startup $29, Solopreneur $49, Brand $75, Growth $99, Enterprise $199. Connecting more stores costs nothing extra.
For agencies and accounting firms, Boardroom White Label provides a branded version of the dashboard for their clients for a $99 activation fee plus $50 per client per month. Boardroom also offers custom development services.
More than 1,300 brands use Boardroom, and it is rated 4.9 stars. Brands using Boardroom report 30% average monthly revenue growth and 77% traffic growth.
Seals AI is an advanced artificial intelligence solution tailored for distributors and wholesalers, automating critical business operations such as quoting orders, capturing sales, collecting payments, supporting customers, and managing procurement. Operating 24/7, Seals AI ensures continuous engagement with clients, leading to faster response times and increased revenue growth.
Key Features and Functionality:
- AI Sales Agent: Generates quotes and captures B2B orders through multiple channels, including WhatsApp, email, SMS, phone calls, and webchat.
- AI Support Specialist: Resolves customer inquiries promptly, maintaining high satisfaction levels.
- AI Retention Manager: Re-engages clients proactively to prevent churn and foster loyalty.
- AI Collections Officer: Manages invoice recovery efficiently, reducing outstanding payments.
- AI Data Analyst: Transforms communication data into actionable operational and commercial reports.
- AI Procurement Manager: Negotiates with suppliers and oversees restocking to prevent inventory shortages.
Seals AI seamlessly integrates with existing ERP and CRM systems such as SAP, Oracle, NetSuite, Odoo, QuickBooks, Shopify, HubSpot, Salesforce, Stripe, Mercado Pago, Slack, Zendesk, Gmail, Google Sheets, and Zapier, ensuring a smooth transition without the need for system migration.
Primary Value and Solutions Provided:
By automating essential sales and operational tasks, Seals AI addresses common challenges faced by distributors and wholesalers, including delayed response times, missed sales opportunities, and inefficient order processing. The platform's AI-driven employees work around the clock, ensuring that customer interactions are handled promptly and accurately, leading to increased revenue and improved customer satisfaction. With its ability to process orders faster than human counterparts and provide comprehensive analytics, Seals AI empowers businesses to scale efficiently without expanding their workforce.
NPSONE is a payment and smart invoicing platform built for businesses that want to get paid faster, streamline accounts receivable, and manage multiple payment methods from one system.
Powered by Nationwide Payment Systems, NPSONE enables businesses to accept credit and debit cards, ACH payments, Apple Pay, Google Pay, and other digital payment options through invoices, hosted payment pages, payment links, QR codes, virtual terminal transactions, recurring billing, and integrated checkout experiences.
NPSONE Smart Invoicing helps businesses move beyond traditional emailed invoices and waiting for checks. Companies can send invoices by email or text, collect deposits or partial payments, schedule recurring payments, automate payment reminders, assess late fees, collect electronic signatures, and provide customers with convenient online payment options.
The platform is designed for B2B companies, manufacturers, distributors, wholesalers, professional services firms, contractors, SaaS companies, and other organizations that need more flexibility than basic payment processing platforms provide.
NPSONE supports integrations with QuickBooks Online, Xero, and Sage Intacct, along with REST API and webhook capabilities for businesses and software companies that want to embed payments into their existing workflows or applications.
For B2B merchants, NPSONE can also support Level 2 and Level 3 payment data, large-ticket transactions, ACH, recurring billing, and payment-cost strategies such as surcharging or other compliant pricing programs where available.
Unlike many self-service payment platforms, NPSONE is backed by Nationwide Payment Systems and its U.S.-based payment professionals, providing businesses with hands-on onboarding, payment consulting, customized pricing, and ongoing support.
NPSONE is designed to help businesses simplify payments, reduce manual accounts-receivable work, improve cash flow, and create a more convenient way for customers to pay.
Tow Right Software runs the whole towing company from one login — dispatch, the
driver's phone, invoicing, the impound lot, scheduling, payroll and the books.
Each step feeds the next: completing a call writes the invoice and records who
earned what, so nothing gets retyped between systems and nothing leaks between
them.
Dispatchers work a live map with every truck and every waiting call on it, and
the drive time to each job worked out before anyone is assigned. Drag a driver
onto a call and it lands on their phone. The driver app keeps working in a dead
zone and stamps each step when it happened, not when it synced. Truck positions
come from driver phones or straight from the trucks, through the GPS system you
already run.
On the money side, every completed call becomes an invoice, with sales tax
matched from where the vehicle was picked up and separate rates for cash, direct
billing and motor club work. A pay-online link puts card payments straight into
your own account, and invoices sync to QuickBooks Online with payments coming
back the other way. Vehicles in the yard accrue storage by the day, and it lands
on that tow's own bill at release.
What no other tow software does is the budget math underneath it. Instead of a
markup somebody set by gut years ago, Tow Right prices every service from your
real operator, equipment and overhead costs against the margin you're actually
aiming for — and re-suggests rates as fuel, wages and insurance move.
Everything is in the box. No modules to buy, no add-ons to unlock. US$100 a
month covers your owner account plus four users, and extra users are US$20 a
month each.
Tow Smarter. Track Better. Sleep Easier. -Tow Right.
AspirePro is the all-in-one professional services automation (PSA) platform for agencies, consultancies, and services teams. CRM, projects, service desk, time & billing, finance, HR, Knowledge, and more — connected in one workspace, with Prox, a built-in AI assistant, on every page.
Most services businesses run on six disconnected tools. Deals live in one system, delivery in another, tickets in a third, and the numbers get reconciled in a spreadsheet at month-end. AspirePro replaces that stack with a single source of truth: every deal, project, ticket, hour, and invoice tied to the client it belongs to.
What's inside:
• CRM — visual pipelines, email and meeting auto-logging, forecasting and win/loss reporting
• Projects & Delivery — tasks, milestones, files, and client-visible progress in the portal
• Service Desk — email-to-ticket on any board, SLA timers, automations, and satisfaction surveys
• Time & Billing — timesheets, expenses, agreements, and invoicing from the same place your team logs hours
• Finance & Profitability — QuickBooks sync, in-app P&L and cash flow, client margins, MRR movement, and flight-risk signals
• HR — people records, time off, and recruiting
• Dashboards & Reporting — build a dashboard for any question and drill from any chart to the records behind it
• Prox AI — an assistant that can read your data and take action, with your permissions enforced on every request
Built for teams that take security seriously: isolated per-tenant databases, SSO with Microsoft and Google, enforced two-factor authentication, granular per-module permissions, and full audit logging.
Per-seat pricing. Only pay for the people who use it.
AspirePro is a product of AspirePro LLC.
Quotestimate is cost-estimating software built for fabrication shops that work to code — piping, pressure vessels, heat exchangers, and structural steel — where a flat weight-based price per pound simply doesn't hold up.
Most quoting tools price a job as material weight times a single blended rate. Quotestimate prices it the way a shop estimator actually would: operation by operation. Cutting, forming, fit-up, welding, machining, PWHT, and NDE are each their own line item, driven by real parameters — weld position, joint count, furnace vs. local heat treatment, inspection coverage percentage — instead of a guessed markup.
The software is built around the codes fabrication shops already quote against: ASME B31.3 piping, ASME Section VIII Division 1 pressure vessels, TEMA heat exchangers, AISC structural steel, and AWS welding standards. Estimate classification follows AACE 18R-97 (Class 1–5), with contingency and expected accuracy range tied to the classification selected — not applied as a flat percentage.
Shops import BOMs directly from Autodesk Inventor, AutoCAD Plant 3D, and other common CAD exports, nest and optimize material cutting, track job travelers and PO generation, and sync to QuickBooks Online. A built-in Business Intelligence dashboard compares estimate to actual cost across completed jobs and flags categories that consistently run high or low.
Quotestimate is best suited for fabrication and machine shops doing ASME/AWS-scope work — pressure equipment, piping spools, structural steel, and precision machining — rather than general contractors or simple sheet-metal shops outside that code scope.
A 30-day free trial with full feature access is available, no credit card required to install.
Simplify is a field service management (FSM) platform built for Singapore SMEs in the service trades — from air-conditioning and HVAC to pest control and cleaning.
It digitises the full service workflow in one system: quoting, job scheduling, mobile job execution, customer sign-off, invoicing, and reporting. For businesses still running on Google Sheets, WhatsApp threads, and manual follow-ups, Simplify replaces that chaos with a structured, connected, and automated workflow.
What makes Simplify different:
The mobile app is the core of the product — purpose-built for field technicians, not office staff. Techs receive job assignments, view customer service history on-site, upload photos, capture customer e-signatures, record payments, and upsell additional services — all from their phone. Users consistently rate the mobile experience as the primary reason they chose and stayed with Simplify.
On the admin side, office teams manage the full quote-to-invoice lifecycle: create quotations, set recurring job frequencies (monthly, quarterly, bi-annually), auto-generate job schedules, assign technicians, and issue invoices — without switching between tools.
Simplify also integrates natively with WhatsApp for automated appointment confirmations and reminders — the dominant customer communication channel in Singapore — reducing no-shows without any manual admin effort.
Key capabilities:
Recurring contract management with auto-generated job schedules
Technician mobile app (iOS & Android) with e-signature, photo upload, and on-site payment
Customer Portal for self-service appointment booking
WhatsApp-native appointment reminders
Invoicing with Xero and QuickBooks integration
Reports and analytics for job performance and revenue tracking
PSG-approved — eligible for up to 50% government funding for Singapore SMEs
Simplify is a PSG pre-approved vendor under Singapore's SMEs Go Digital programme, making it a low-risk, grant-supported adoption for eligible businesses.
VELDRA is a compliance intelligence platform designed for professional services firms, including accounting, HR, and staffing agencies with 10 to 200 employees. It offers real-time monitoring of over 4,200 federal, state, and local regulatory feeds, providing instant alerts and AI-generated action checklists when regulations change. This proactive approach helps firms avoid costly penalties and ensures they remain compliant without the need for a dedicated compliance officer.
Key Features and Functionality:
1. VELDRA Comply (Real-Time Monitoring):
- Monitors 4,200+ regulatory feeds simultaneously.
- Filters updates based on state, industry, and firm size.
- Delivers AI-generated action checklists within 30 seconds.
- Assigns severity scores (High/Medium/Low) to alerts.
- Covers labor law, tax code, licensing, HR, and OSHA regulations.
2. VELDRA Ops (AI Operations Co-Pilot):
- Automates creation of compliance Standard Operating Procedures (SOPs).
- Builds client onboarding packets.
- Summarizes meetings and tracks actions.
- Generates internal reports weekly.
- Integrates with QuickBooks, Gusto, and ADP.
3. VELDRA Intel (Market Intelligence):
- Provides pre-call client industry briefings.
- Scores client risk and sends alerts.
- Monitors competitive landscapes.
- Delivers monthly regulatory trend reports.
Primary Value and Solutions Provided:
VELDRA addresses the challenge of staying compliant in rapidly changing regulatory environments. By offering real-time monitoring and automated action plans, it reduces the risk of non-compliance penalties, which average $50,000 per incident. The platform streamlines internal operations, replacing over 60% of tasks typically handled by operations hires, and equips firms with market intelligence to stay ahead of regulatory pressures affecting their clients. This comprehensive approach ensures firms can focus on their core services while maintaining compliance efficiently.
FinoLusionAI is an autonomous financial intelligence system designed to serve as a virtual CFO for businesses, streamlining accounting, payroll, and compliance processes. By integrating and analyzing financial data across an organization, it provides real-time insights and automates critical financial operations, enabling businesses to make informed decisions and maintain regulatory compliance efficiently.
Key Features and Functionality:
- Centralized Financial Intelligence: Unifies financial signals from various departments, including payroll and procurement, to offer a comprehensive view of the organization's financial health.
- Automated Insights: Processes thousands of transactions per second to detect anomalies, risks, and opportunities instantly, allowing proactive decision-making.
- Compliance Automation: Ensures timely and accurate preparation, validation, and review of tax and regulatory documents, reducing the risk of non-compliance.
- Predictive Cashflow Management: Utilizes historical data and market trends to forecast liquidity, aiding in strategic financial planning.
- Global Payroll Processing: Facilitates compliant payroll operations across over 50 jurisdictions with automated tax calculations and adherence to local regulations.
- Smart Benchmarking: Allows businesses to compare their financial performance against anonymized industry peers, identifying areas for improvement and validating strategies.
- Seamless Integration: Connects effortlessly with over 200 financial tools, including Xero, QuickBooks, and Stripe, ensuring smooth implementation without disrupting existing systems.
Primary Value and Solutions Provided:
FinoLusionAI addresses the complexities of financial management by automating routine tasks, providing real-time insights, and ensuring compliance with regulatory requirements. This reduces the administrative burden on financial teams, minimizes human error, and enhances decision-making capabilities. By forecasting cash flow and benchmarking performance, businesses can plan strategically and maintain a competitive edge. The platform's ability to integrate with existing financial tools ensures a seamless transition, allowing organizations to leverage advanced financial intelligence without overhauling their current systems.
LOT AXIS is lot traceability and production tracking software built for seafood, meat and poultry, produce and cannabis processors. It runs on your own network, on the plant floor, and is a one-time purchase rather than a monthly subscription.
Every case gets a compliant label (GS1-128 or PTI) at the production station, and the lot is set when the label prints, never typed by hand. Receiving, processing, moves, palletizing and loading are scanned with an Android handheld, so you always know what you have, where it is and which lots went into it.
When a customer, auditor or the FDA asks, you run a backward or forward trace in minutes and export it. LOT AXIS captures the Key Data Elements for FSMA 204, supports SIMP, USDA FSIS grinding records and SQF/BRCGS mock recalls, and keeps a full time-stamped audit trail where nothing is ever lost.
Plant managers see yield and variance by lot, and an optional Dashboard Upgrade adds a manager KPI dashboard and a plant-floor TV display. LOT AXIS connects to QuickBooks, NetYield and NetSuite and works alongside your ERP. It is not an ERP.
Built on 26 years of plant-floor software for fresh food processors (formerly SIMBA).
3. Features (tick these where the site offers a checklist)
• Lot tracking / lot genealogy
• Forward and backward trace
• Recall management / mock recalls
• FSMA 204 Key Data Elements and reporting
• Barcode and label printing (GS1-128, PTI)
• Mobile barcode scanning (Android)
• Inventory management by lot (FIFO / FEFO)
• Receiving, put-away, moves, palletizing, shipping
• Work orders and production tracking
• Catch-weight labeling and scale integration
• Yield and variance by lot
• Audit trail
• Multi-location (quoted)
• Dashboards / KPI reporting
• Export to Excel / CSV from screens