Products

Batch invoicing using spreadsheets, can invoice multiple businesses with the power of spreadsheet variables. Can customise each individual email and subject. Can email invoices 30 days before they are due. Keep track of paid and unpaid invoices. Multiple spreadsheets for different B2B models.

Paisagrowth is a technology-driven financial advisory platform designed to streamline the loan origination and approval process for local financial advisors across India. By leveraging data from various borrower sources, Paisagrowth assesses creditworthiness and facilitates quick approvals with minimal documentation. The platform offers a unified journey for all loan products, enabling advisors to efficiently match borrowers with suitable lenders without manual analysis. This approach empowers a

SPEED-UP RESPONSE TIME • REDUCE RESOURCE REQUIREMENTS • IMPROVE VENDOR SATISFACTION Auditoria’s AP Helpdesk increases speed, accuracy, and efficiency in the finance back office using AI-enabled SmartBots to automate redundant and manual monitoring of the shared AP email box. Data gathered from interactions is captured with reporting that allows analysis and insights to derive greater cash position visibility. AUDITORIA® SMARTVENDOR AP HELPDESK SMARTFLOW SKILLS |P2P CONTINUOUS EMAIL MONI

BillMe, founded in 2018 was born with a mission to eradicate paper bills and increase value add for merchants with digital billing and its features. Today BillMe, thanks to it’s powerful team helps merchants all around the globe with; - Digital invoicing and saving printing costs. - Increased Data collection at source. - Increase in engagement & sales.

KnotAPI is for when there's Knot an API - automatically update card on file information, manage subscriptions, and more.

ACH Pro is a powerful ACH (NACHA) file management system that allows users to create NACHA files from a variety of data sources including QuickBooks, Excel and even API. It allows users to securely manage recipient information and stay compliant with NACHA rules with built in support for authorizations.

Toolkit is a cloud-based customer relationship management (CRM) software that helps professionals and teams build excellent client relationships and deliver an unmatched client experience with features built from the ground up focused on ease of use and intuitiveness. We are obsessed with simplicity for the end-user. We understand not everyone is a tech wizard and not having to worry about your technology is half the battle. If your business relies on building long-term client rel

Connect your sales and accounting processes with QuickBooks online integration tool, QB sync made easy in a secure and simple way.

Wind River Payments is a family-owned payments provider out of Madison, Wisconsin offering integrated payments and merchant services. Since 1999, Wind River Payments has brought its unique, After the Handshake commitment to make payments simple, secure, and cost effective for thousands of customers and software partners nationwide. A key area of specialty is working with software providers to not only embed payment acceptance in their platforms but to strategically help them grow their sof

FXCRM is a powerful and fully customizable Forex CRM designed to meet the needs of brokers and trading businesses of all sizes. With a user-friendly interface and advanced tools, FXCRM makes it easier to manage clients, streamline operations, and scale your brokerage efficiently. One of the standout features of FXCRM is its integrated bonus and contest system, helping brokers engage traders, boost retention, and increase activity. Additionally, the platform provides 24/7 live support, ensuring

Monetaiq is a global financial intelligence platform that delivers verified company financials, performance benchmarks, and risk insights — sourced directly from official registries. We help investors, analysts, and fintechs make smarter decisions with structured, enriched financial data from 100+ countries.

Keeta is a high-performance layer-1 blockchain network designed to unify transactions across various blockchains and fiat payment systems, eliminating the need for costly intermediaries and enabling near-instant settlements. With a transaction finality of 400 milliseconds and the capacity to process up to 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability. Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta is engineered to m

VeriFee uses AI to analyze, monitor and negotiate credit card processing fees with your existing payment processing vendor.

Helps financial intermediary, institutional and wealth management firms with data management, sales reporting and CRM.

HCSS Budgeting is a software that help user fully understand financial position in the short, medium and long term to create detailed budgets and plan multiple scenarios, helping to shape financial strategy.

Social intelligence for sales and marketing

Lefort is a virtual robotdesigned to process, learn, and registers every business transaction at the moment it occurs.

BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.

White Clay provides consulting services and custom software solutions for regional bank partners.

An innovative provider of next generation enterprise customer relationship management (CRM) solutions for financial services, insurance, and healthcare.