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BILL (previously Bill.com) is a leader in financial automation software for small and midsize businesses. BILL solutions empower businesses to automate their finances, providing them greater efficiency, visibility and control over their financial operations.
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Baker Tilly is known for its industry-leading client satisfaction, differentiated product mastery and unparalleled practice growth within the Sage Intacct community. An experienced provider of cloud financial automation and management solutions, Baker Tilly has a global client presence across a variety of industry segments including technology, faith-based/not-for-profit and home services. In October 2021, Baker Tilly acquired AcctTwo, thus reviews about both organizations have been merged into this page.
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Workday Financial Management is native cloud and AI powered solution built on a global foundation designed to enable Accounting teams to operate with greater productivity, superior insights, and adapt to changing business needs. With AI embedded throughout, it super charges financial business processes like record to report and opportunity to cash while strengthening internal controls, and enabling consistency across global operations. Powered by an in-memory architecture and object data model, Workday provides a single system for transaction processing, multidimensional reporting, consolidation, planning, and compliance - all through a consistent user experience on both desktop and mobile devices. Key feature areas: Accounting and Finance; Accounting Center; Audit and Internal Controls; Reporting and Analytics; Global Financial Reporting and Consolidation; Financial Planning; Projects; Expenses; Procurement; Inventory; Grants Management; and Project Billing.
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Intuit QuickBooks is a comprehensive accounting software solution designed to meet the financial management needs of small and medium-sized businesses. Since its introduction in 1992, QuickBooks has evolved to offer both desktop and cloud-based versions, enabling users to efficiently manage various financial tasks such as invoicing, expense tracking, payroll processing, and financial reporting. Its user-friendly interface and robust features make it a preferred choice for businesses seeking to streamline their accounting processes. Key Features and Functionality: - Invoicing and Payments: Create and send customized invoices, accept online payments via credit card or ACH, and set up recurring billing to ensure timely payments. - Expense Tracking: Automatically import and categorize expenses by connecting bank accounts and credit cards, simplifying financial management. - Payroll Management: Automate payroll processing, including salary calculations, tax deductions, and direct deposits, ensuring compliance with tax regulations. - Financial Reporting: Generate a variety of customizable reports, such as profit and loss statements, balance sheets, and cash flow statements, to gain insights into business performance. - Inventory Management: Monitor inventory levels, set reorder points, and manage stock across multiple locations to maintain optimal inventory control. - Multi-Currency Support: Conduct transactions in multiple currencies, making it suitable for businesses with international operations. Primary Value and Solutions Provided: QuickBooks addresses the critical need for efficient and accurate financial management in small and medium-sized businesses. By automating routine accounting tasks, it reduces manual errors and saves time, allowing business owners to focus on growth and strategic planning. The software's comprehensive reporting tools provide valuable insights into financial health, aiding in informed decision-making. Additionally, its scalability and integration capabilities ensure that as businesses grow, QuickBooks can adapt to their evolving needs, making it a long-term solution for financial management.
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Trusted by more than 35 million users worldwide, Jotform is a powerful online form builder designed to help individuals and organizations create, customize, and publish forms in minutes, from any device. With an intuitive drag-and-drop interface, Jotform makes it simple for anyone to build professional, mobile-responsive forms without writing a single line of code. As a fully no-code platform, Jotform empowers users to automate workflows, streamline data collection, and digitize processes. Jotform offers one of the largest template libraries in the industry, featuring 10,000+ ready-made form templates tailored to every use case. Popular categories include payment forms, lead generation forms, event registration forms, application forms, surveys, order forms, onboarding forms, consent forms, and feedback forms. Each template is fully customizable, allowing users to adjust layouts, add conditional logic, collect e-signatures, upload files, apply branding, and incorporate advanced field types. This level of flexibility ensures every form is optimized for user experience and aligned with organizational goals. To streamline workflows, Jotform integrates seamlessly with over 200 popular third-party apps, including Google Sheets, Slack, Zoom, HubSpot, Salesforce, PayPal, Stripe, and numerous other business tools. These integrations automate data collection, payment processing, CRM updates, and team notifications. By connecting forms directly to the tools your team already uses, Jotform helps eliminate data silos and supports end-to-end process automation—all within a no-code environment. Security and compliance are at the core of Jotform’s platform. Features such as HIPAA compliance options, 256-bit SSL encryption, CAPTCHA, form access controls, and audit logs help organizations protect sensitive data and meet industry standards. Whether you're collecting healthcare information, financial data, or internal employee records, Jotform provides the reliability and safeguards needed to operate with confidence. With powerful features like automated emails, approval workflows, analytics dashboards, and embeddable widgets, Jotform delivers an all-in-one solution for organizations looking to simplify data collection and improve productivity. From small businesses to enterprises, educational institutions, healthcare providers, and nonprofits, millions of teams rely on Jotform to capture information efficiently and turn submissions into actionable results.
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Branch is a mobile-first technology that helps workers grow financially. Filling the gap for low-income working Americans that are underserved, Branch provides transparent and equitable financial services, including instant access to earned wages.
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AdSuite's Converged Billing is a comprehensive solution tailored for media publishers, designed to streamline and enhance billing operations across various platforms. This advanced system ensures precision in every transaction, accommodating diverse billing models such as impression-based and spot-based billing. By automating complex processes, it eliminates errors, reduces manual efforts, and enhances financial accuracy, providing a solid foundation for financial excellence in the media industry. Key Features and Functionality: - Billing Engine: A sophisticated engine that handles diverse billing models with precision, ensuring accurate and efficient transaction processing. - PDF & EDI Generator: Efficiently creates converged, cross-platform invoices, summaries, statements, and other financial documents tailored to specific needs, enhancing document generation speed and accuracy. - Reports & Insights: Provides actionable insights through comprehensive reporting, enabling informed decision-making and strategic planning by offering a clear view of financial and campaign delivery landscapes. - Client & Order Management: Simplifies complex operations by offering a centralized hub for managing clients and orders, streamlining workflows from order creation to delivery, and reducing manual efforts. Primary Value and User Solutions: AdSuite's Converged Billing addresses the unique challenges faced by media publishers by automating and integrating billing processes across multiple platforms. It eliminates manual errors, enhances financial accuracy, and provides comprehensive insights into financial and operational performance. By streamlining client and order management, it reduces operational complexity, allowing media companies to focus on strategic growth and delivering value to their clients. This solution empowers media organizations to navigate the complexities of the industry with confidence and efficiency.
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Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.
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Professional Services Automation (PSA) software for organizations that want to better manage their delivery lifecycle. Includes advanced functionality and financial tools for billing clients and tracking revenue and profit.
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Finflux is SaaS based banking platform that offers all banking needs at one place, needs like loan origination, loan management, collection module, financial accounting, marketplace integration, app based lending, alternative data based credit scoring, reporting and analytics and many more. At present we are serving about 4+ million borrowers with active loan portfolio of $3.2billion.
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Payactiv invented real-time access to earned wages to create the most comprehensive, award-winning financial wellness platform the best way to improve employee financial health. Including bill pay, savings, budgeting, discounts, and financial counseling.
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Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence. Built on the Replicon Time Intelligence™ Platform, it provides a single source of truth for all time data — connecting project delivery, billing, payroll, labor compliance, and workforce productivity across global teams. Key Features & Benefits * AI-powered Time Tracking: Accurately capture employee time for projects, clients, and internal work through intelligent, AI-enabled timesheets. Reduce manual effort and eliminate missed billable or payroll hours. * Project Time & Cost Management: Track billable and non-billable hours, monitor budgets, and link time directly to project profitability and client billing. * Workforce & Scheduling Management: Manage employee schedules, shifts, attendance, overtime and labor costs across locations while supporting global labor rules and pay policies. * Leave & Absence Management: Automate time-off requests, approvals, and accruals with built-in policy support for regional and organizational requirements. * Compliance & Governance: Support compliance with labor regulations such as DCAA and global pay rules through built-in controls and audit-ready data. * Payroll & Billing Integrations: Seamlessly integrate time data with HCM, ERP, payroll, and accounting systems such as Deltek, SAP, Oracle, and Microsoft 365 to ensure billing and payroll accuracy. * Analytics & AI Insights: Gain real-time visibility into utilization, costs, and productivity through interactive dashboards designed for finance, operations, and project leaders. * Mobile & Global Support: Empower distributed teams with mobile time capture, cloud clock for field workers, geo-location, offline entry, and multilingual, multi-currency capabilities for global scalability. Who Uses Deltek Replicon Time? Replicon Time serves project-based and people-centric organizations across industries including professional services, IT services, consulting, engineering, financial services, and government contracting. * Finance leaders use Replicon Time to improve billing accuracy and control project costs. * Operations and project leaders rely on it to streamline time tracking, ensuring no missed billable or payroll hours and maximizing employee productivity. * HR and compliance teams trust it to maintain labor compliance and workforce transparency. Deltek Replicon Time provides a unified, scalable platform that connects every aspect of time, workforce, and project management — helping organizations improve profitability, support labor compliance, and make confident, data-driven decisions.
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Cerner's Practice Management solution is a comprehensive system designed to streamline administrative and financial operations within healthcare practices. It integrates seamlessly with electronic health records (EHR) to enhance efficiency and improve patient care. The system offers robust scheduling capabilities, allowing for efficient appointment management and resource allocation. It includes billing and revenue cycle management tools to optimize financial performance and ensure accurate claims processing. Additionally, the solution provides reporting and analytics features, offering insights into practice performance and aiding in informed decision-making. By automating routine tasks and reducing administrative burdens, Cerner's Practice Management solution enables healthcare providers to focus more on patient care, ultimately enhancing the overall patient experience.
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Zuora provides a leading monetization platform to build, run and grow a modern business through a dynamic mix of usage-based models, subscription bundles and everything in between. From pricing and packaging, to billing, payments and revenue recognition, Zuora’s flexible, modular software solutions are designed to help companies evolve and scale monetization with demand. More than 1,000 customers around the world, including BMC Software, Box, Caterpillar, General Motors, The New York Times, Schneider Electric and Zoom use Zuora’s unique combination of technology and expertise to transform their financial operations and how they go to market. Zuora is headquartered in Silicon Valley with offices in the Americas, EMEA and APAC. To learn more, please visit zuora.com.
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Doratoon is an easy-to-use video maker for creating awesome and engaging videos for professional use in minutes. Founded in 2015, formed by a group of brave, energetic, and creative young people, Doratoon now has 1 million + users, covering 160+ countries and regions and some main industries - HR, Business, Marketing, Education, Financials, Information Technology and more With its independently developed AI Dubbing & Drawing, Converting PPT to Video and Repeated Video Editing Mode, etc, Doratoon breaks through the limitations of the traditional video production mode, liberates the user's creation constraints and changes the overall concept of nowadays short video making.
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Silna is building the only solution specialty healthcare providers need to financially clear patients for care, with an explicit focus on streamlining the prior authorization process. Prior auths are the most manual part of the billing workflow and an increasing burden that delays time to care, reduces claims approved, and increases admin costs for providers. Silna works with providers in Physical Therapy, Occupational Therapy, Speech Therapy, ABA, and Behavioral Health, to handle the entire patient clearance workflow (benefits and eligibility checks, prior authorizations). Silna handles all of the processes to clear a patient for care, so providers can do what they do best – offering exceptional care.
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Quicken for Mac is a comprehensive personal finance management software designed to help users effectively oversee their financial lives. It consolidates various financial accounts—including checking, savings, credit cards, loans, investments, and retirement funds—into a single, user-friendly interface. This integration provides a holistic view of one's financial status, enabling informed decision-making and efficient financial planning. Key Features and Functionality: - Account Aggregation: Connects to over 14,000 financial institutions, allowing users to view all their accounts in one place. - Expense Tracking and Budgeting: Automatically categorizes transactions, tracks spending trends, and assists in creating and managing budgets with customizable categories and tags. - Investment Management: Offers tools to monitor investment portfolios, track performance by asset class or custom tags, and generate detailed investment reports. - Bill Management: Provides a centralized platform to track and pay bills, set up recurring payments, and receive reminders to avoid late fees. - Tax Preparation: Generates tax reports, including itemized deductions and capital gains, and allows data export to tax preparation software. - Mobile Accessibility: Syncs data across desktop and mobile devices, enabling users to manage finances on the go. Primary Value and User Solutions: Quicken for Mac simplifies personal finance management by offering a centralized platform to monitor and control various financial aspects. It addresses common challenges such as tracking expenses, managing budgets, overseeing investments, and preparing for tax season. By providing real-time insights and comprehensive tools, Quicken empowers users to make informed financial decisions, reduce debt, save towards goals, and achieve financial stability.
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DailyPay is a technology solution that lets your employees control when they get paid. Through our patent pending technology, you can empower them to meet financial goals and pay bills on time. Employees who reach financial security at your company stay longer, reducing turnover and improving bottom line profits.
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SBS CyberSecurity helps business leaders identify and understand cybersecurity risks to make more informed and proactive business decisions. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and mitigating cybersecurity risks. SBS provides turnkey offerings tailored to each client’s needs, including risk management solutions, network security, consulting, auditing, and education. The company has worked with thousands of organizations globally, including financial institutions ranging in asset size from $12 million to over $130 billion.
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Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. What makes Rocketlane truly different is its agentic architecture: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.