Products

Invoice reconciliation for overworked finance teams. OpenEnvoy audits every invoice for duplicate billings, excess charges, and supplier fraud and has audited over $2 billion in spend to-date through automation.

InvoiceOwl is an invoicing software that helps you manage and streamline your finances.

Invoicequick helps solopreneurs, freelancers, and small teams create invoices conveniently anywhere, anytime in seconds - No learning required.

Allfred is the finance and project management solution 100% tailored for advertising, digital, and PR agencies.

Upland Objectif Lune helps companies automate business communications processes with its digital transformation solutions. With OL Connect technology, customers can create, personalize, and distribute transactional and promotional documents without changes to existing business systems.

Complyance is a tax technology platform specializing in global e-invoicing, offering both the Complyance One Platform and the Complyance API Platform to meet diverse business needs. Complyance One is a ready-to-use solution for businesses seeking fast, compliant rollouts without custom development, while the API Platform empowers product and engineering teams to embed e-invoicing into their own systems using one unified API that supports 100+ countries. Together, they provide the flexibility to

xSuite Invoice automates invoice processing for SAP finance teams, reduces manual tasks, accelerates approvals, and improves transparency through AI-powered data capture.

Every invoice, contract and receipt arrives as an attachment you have to download, rename and drag somewhere. Findest does that part. Connect any mailbox — Gmail, Outlook, iCloud, any IMAP server — and Google Drive, OneDrive or Dropbox. Then write your filing rules as plain sentences, not keyword filters. Findest reads the document itself, not the subject line, and files it as Invoice_Acme_2026-03-14.pdf. If nothing fits, it leaves the file alone and tells you why.

QuoteIQ is the all-in-one CRM built specifically for home service businesses. From instant quotes and job scheduling to employee management, automated follow-ups, and marketing tools, QuoteIQ helps you run and grow your business—without the headaches.

Novo is a powerfully simple business banking platform built for the modern entrepreneur and powered by Middlesex Federal Savings. With dozens of native business software integrations available, Novo provides superior visibility into business finances while reducing cash flow friction for faster money movement and accelerated business growth. Features: Free business checking No hidden fees or minimums Unlimited transfers Mailed checks Novo connects with thousands of business tools, many of whic

For small businesses and sole proprietorships in need of fast and accurate document reduction and spending management solutions, The Neat Company provides a cloudbased expense data and document consolidation, retention and processing platform that saves time and money while enabling collaboration with competitive insight.

InvoiceKoi helps self-employed tradespeople and small service businesses create invoices, estimates and receipts from a phone. Save clients and a price book, add business branding, track time and share documents as PDFs. The mobile app includes job details, recurring invoices and receipt scanning. Core invoicing works offline. AI features, cloud backup and payment collection require an internet connection. Drafting is free; issuing documents in the mobile app requires a subscription. A separate

Expense Management Solution

Automatically process and post your credit card and ACH/EFT payments to QuickBooks or Xero with your existing merchant account. With Benji Pays you'll get paid faster, save time and have a better payments experience for your customers.

Payflows is a suite of standalone modules that combine seamlessly into a simple all-in-one finance platform that works as an ERP over-layer to any accounting system.

OneSuite is your central hub for growth, designed by experienced agency veterans who understand the specific needs of modern, forward-thinking digital agencies. We’ve seen firsthand the challenges of juggling multiple platforms, losing valuable data, and struggling to gain actionable insights.

PF360 Capture is a highly scalable cloud-based document workflow platform that intelligently captures, classifies and transmits critical data from documents and faxes to the right process workflows.

Chargezoom's integrated payment solutions streamline accounting procedures. Businesses can automate payment reconciliation and reduce processing costs to save time and increase profitability. Loosely translated, Chargezoom links all your payment sources to your accounting software and automatically reconciles the transactions. Say goodbye to batch importing and manual entry. Works with QuickBooks, QBO, FreshBooks, Xero and many more.

Fidesic integrates seamlessly with Dynamics GP, sending invoices and receiving payment receipts simply takes a few clicks of the mouse. Fidesic was designed to make franchise billing easy, transparent and fast. Fidesic is the one stop solution for all your franchise billing needs and once you have the system on your GP, you won't believe how much AR processing used to get in the way of your business.

LogicFrame is a connected workspace for solo freelancers to manage clients, proposals, invoicing, payment chasing, and expenses in one place. Portflow writes proposals in your own voice from samples of your writing, and gives each client a portal for documents, milestones, and chat. Invoice Maker creates and sends invoices. InvoiceChase gives every overdue invoice a step-by-step follow-up plan, from a friendly reminder to a formal demand, and sends nothing until you approve it. Keeping safe y