IFA Planet is the perfect tool for financial advisors that are working on their personal ARN code and would like to switch to the best technology for managing various aspects of their business. Advisors get the tools and functionalities to take care of all the segments to enhance their business. The advantages include built-in Mutual Fund Research, Client Management, Client Login Facility, Family Management, Integrated SMS and Email Facility, Family Management, Consolidated Portfolio Reports, and Portfolio Analysis.
The solution provides intuitive, quick, and insightful reports in a single place, and you can open any of them with a single click. The detailed reports are composed of Pre-printed Transaction Slips, Single view portfolio reports, Running and historical SIPs, a Single view of the Family’s Valuation, and Asset allocation analysis.
The program can run on any device while providing a cloud benefit. This makes it easy for advisors to support their clients from any location and give an adequate response to questions as well as deliver real-time portfolio information, resulting in simplicity in life. The platform is affordable and can be bought by everyone without breaking the bank. You can enhance the satisfaction level of clients through personalized logins and offer the experience they want.
IFA Planet Alternatives
SaasAnt Transactions (Desktop) is a handy and multi-featured tool that allows you to export in bulk, remove and import transactions directly into QuickBooks Desktop through various mediums like Text Files, Excel, IIF, and CSV. The highlights of the solution include Customization, Imports, History, Exports, Dashboard, and Removal of files. It is easy to use, and you can get started via a simple process that involves uploading a file, mapping file headers, and importing transactions. It offers an Audit history of all the deleted or imported QuickBooks transactions.
Another benefit is being able to preview and modify the data via the robust data grid. It has the option to validate each and every piece of information before sending them to the Desktop. The tool makes it easy for you to import, delete, and export every type of list and transaction with high accuracy. It is cost-effective and is the perfect fit for accounting firms. SaasAnt Transactions (Desktop) sup[ports multiple customer transactions like Statement Change, Invoice, Sales Order, Estimate, Sales Receipt, and Credit Memo. It also allows for various vendor transactions such as Credit Card Credit, Check, Bill, Item Receipt with Bill, and Bill Payment.
Exactly provides a highly powerful payment system that you can link for your project. It is the best payment acceptance method for all types of businesses and enables them to orchestrate their financial operations the right way by integrating with a trustworthy payment gateway. You can take advantage of many technologies interlinked with flexible reporting and management solutions. You can maximize sales by receiving funds from all the prominent cards and digital wallets and transferring from CMS and carts without hassle.
You can also allow for quick payouts in 7 currencies and accept bank transfers. Businesses can get assistance by reaching out to excellent customer support, which consists of professional consultants and managers with a grip on financial, management, and technical knowledge. Take control over exposure to chargebacks, discuss the chargeback conditions with the team and remove losses. Handle the data of customers in a secure fashion and implement AI-driven checks into the transactions of customers for quick verification.
NuovoPay simplifies device leasing by decreasing EMI defaults and providing payment requisition that is fast, easy, safe, and secure. It removes the challenges that arise in the task of mobile phone requisition and leasing. With the offered services, technology leasing firms can provide millions of people with access to a smartphone without needing to check their credit history. Finance companies, Resellers, and Telecom Carriers can secure their leased devices from contracting EMI payment defaults.
This is all due to the availability of mobile locking technology capable of remotely locking the devices that are leased to the consumers. Leasing Companies and Telecom carriers can get access to many benefits like noncompulsory integration with major billing system providers, support for device leasing programs such as EIP, and the automation of the onboarding process and payment logs. The privileges for Finance Companies include streamlining of revenue, decrease in defaulter payments, curtailing credit losses and maximizing revenue, and controlling defaulters by blocking device access in an instant.
OneSumX is a full-fledged and state-of-the-art suite for finance, regulatory, and risk reporting. You can get access to new opportunities and connect essential data throughout your organizations. Give each department the ability to collaborate to accomplish goals and make better decisions. The solution consists of the building blocks to meet the reporting requirements of finance, regulatory, and risk in a single place. You can get a full overview of the organization’s risk profile to enable teams to work while under stress.
The platform ensures success, resulting in saving resources and time by activating future-proofed and end-to-end regulatory compliance. It assists in enhancing analysis and insight through the complex and flexible reporting functionality. The solution suite offers scalability and is capable of handling large amounts of data and browsing the multi-country regulatory reporting. It elevates data analytics and transparency by saving data lineage throughout the stages.
Finance teams can use OneSumX to initiate event-based accounting for the entire transaction lifetime. They can use the general and sub-ledger capabilities to stay on track, merge and reveal data for hedge accounting, IFRS 9, and CECL. The solution also serves as a risk management solution and is able to review the whole balance sheet and execute a wide number of risk analytics and modeling functionalities.
PayJoy is an online platform that provides you with credit. You can instantly get a loan or get the cash for the phone by following the outlined steps. Everyone is eligible to buy a smartphone without needing a credit card and going through the hassle of paying every week for the duration of 3-12 months. You also won’t have to worry about a bank account, and you can buy now and pay later.
The site is compatible with major brands throughout the world, including Hisense, Samsung, and Motorola. Anyone can log in to the site and receive a cash loan in minutes. You can qualify in no time at all by using the smartphone and getting approval from your FB and ID accounts. The approval process takes minutes to complete, and there are no late fees or requirements for a bank account.
Kovair Test Management is a prominent platform that gives you the opportunity to work together with team members to design and run testing activities in a single workplace. It is perfect for project portfolio management, requirements management, defect management, and test management. The purpose of the solution suite is to assist in streamlining software testing.
The expanding variety of applications existing in the market like DevOps, hybrid apps, mobile platforms, and cloud computing has made testing difficult in this day and age, and Enterprises are on the lookout for sophisticated test management utilities as well as support for seamless testing that will enable them to provide great services in minimal time.
The wide range of features makes it the best solution with the ability to transform to the requirements of the organization. The core characteristics include Schedule-Based Test Automation, Single Web Interface, Test Data Organisation, End-to-End Traceability, Test Automation, and Customized Workflow. There are also various advantages that you get upon subscribing to the platform, and these include ensuring quality through central governance, making test automation an important aspect of testing, seamless integration with the tools you love to work with, and viewing test metrics for better decision-making strategies.
nCino is one of the leading platforms in Cloud Banking. Expectations of employees and customers are rapidly changing and need to be met to ensure business success and growth. Comfort, flexibility, security, and trust are the important ingredients for growth and matter the most. These expectations can only be fulfilled with the proper technology capable of delivering the personalized experience demanded by customers and employees. This is where nCino enters. It is a top-notch solution that is developed from scratch by bankers to assist bankers in their endeavors.
It accelerates employee and customer collaboration in one cloud-based Bank Operating System that streamlines regulatory compliance, efficiency, profitability, and transparency throughout the enterprise. One of the features includes Deposit Account Opening, which enables everyone to launch a deposit account in minimal time across their desired channel. Another advantage is commercial banking, which helps with onboarding, credit analysis, portfolio management, and loan origination.
You can use the Portfolio Analytics module to unlock data-driven insights and accomplish expansion and compliance objectives with his state-of-the-art reporting, warehousing, and analytics suite. The platform is also fine-tuned for Retail Banking and assists with customers’ first interaction via bank office matters and regulation.
ebankIT is a popular and highly efficient Omnichannel Digital Banking solution that helps businesses become a leader in the Digital Banking Revolution. It provides multiple back-office channels like CMS, Monitoring Center, EMS, as well as Customer and Member Channels like Wearable Banking, Web Banking, and Mobile Banking. It also offers many Frontoffice channels such as Branch/Broker FrontOffice, Customer Management FrontOffice, and Contact Center.
The business layer forms its core and includes characteristics like Notification Engine, Template Processor, Workflow Engine, Store and Forward, Security Solution, and Process Management. Financial firms throughout the world put their faith in the platform to take their business to the next level and provide the best banking experience to customers.
It is spread across four continents and is assisting customers in staying ahead with little effort, cost, and time. You can experience the rise of digital transformation while enjoying many benefits, live quick innovation, running smart, and running lean. The platform consists of an Augmented Reality feature that allows you to coordinate with real environments. You can insert an additional layer of data into day-to-day banking operations by scanning specific images. Get in touch with customers and unlock new opportunities for your business with great ease.
TradeAnywhere, designed by Dion Global Solutions, is an all-in-one solution that offers integrated, end-to-end, and versatile trading solutions to fulfill the needs of various business areas like retail investors, securities markets, stockbrokers, and financial services institutions. It comes with many easy-to-use, and User-friendly trading front ends as well as a Trading UI for third-party products and a consolidated risk management system. The platform is web-based and stores all the data in the cloud, allowing you to access it all from anywhere and any device with a stable connection to the internet. The features include Risk Management, Compliance Management, Customer Engagement, Performance Management, and Reporting/Analytics.
Bankingly is a feature-rich, flexible, and Secure digital banking solution for Credit Unions and Banks. It collaborated with financial institutions, banks, and coops to drive financial inclusion via effective digital experiences. You can build new sales channels and maximize the profitability of the customers that are loyal to you. It offers high efficiency and lets you enhance costs and resources via the scalability provided by a digital branch. Customers can experience state-of-the-art digital services from their desired location without any restrictions. The platform is a leader in the banking domain and has been providing services to businesses in many countries.
Borrowell is a handy solution that provides you with credit score monitoring and aims to make finances stable for all. You can get a free-of-cost Equifax credit report and score within a few minutes. It is used by millions of Canadians and more and helps them in their financial activities. The individual can get weekly credit scores along with constant credit report updates.
You can keep a close eye on the weekly progress of the credit dashboard and make better decisions. The app sends personalized financial product suggestions based on the credit profile, ensuring highly accurate results and metrics. You can browse for the best loans, mortgage rates, credit cards, insurance, and bank accounts.
The tool has a built-in coach called “Molly,” which is actually the first AI-backed tool in Canada and assists everyone in better understanding their credit score and view tips for improvement. You can view some of the top loan options for your financial profile from reliable financial collaborators. Explore car loans, personal loans, and business loans. In some situations, you can also have money sent to the bank account within a few business days. The app is highly secure and protects the confidential data of customers via top-level 256 bit AES encryption.
QuickBooks is an accounting program suite developed and marketed by Intuit. Intuit has incorporated some web-based attributes into QuickBooks, including distance access potentials, remote payroll assistance, and outsourcing, electronic payment functions, online banking and resolution, mapping attributes through association with Google Maps.
It also offers marketing options through Google and enhanced e-mail services through Microsoft Outlook and Outlook Express. QuickBooks is not about running your finance only but to run your whole business. QuickBooks is mainly designed for small to medium-size businesses for keeping the record and management of their entire business financial life.
The recent version of QuickBooks is integrated with cloud synchronization features that let the users maintain their financial records in the cloud and access it from any time anywhere. Some of the key advantages of QuickBooks are online access from anywhere, tracking expenses, automatic backup of data, tracking sales & income, and creating & sending invoices.
Sage 50 is an accounting solution for small businesses integrated with the combined features of desktop and cloud accounting software. If you have been using this or prefer an on-premises solution – which you may if you ever work without a proficient Internet connection – then Sage 50 is a feasible option for a one-time fee of $369 for one user.
This handy software allows you to manage customers and suppliers with everything you need to manage alongside your products and services using one tool. With Sage50, you can manage your finances and keep on top of your cash flow by managing incoming payments and chasing debts, and much more.
After using Sage 50, you will be no more required to use the traditional spreadsheet software. By using this, you will get the three main advantages of easy accounting to manage entire business financial life, stay on budget, and get organized all the time. Most of the financial software emphasizes more on accounting only, but Sage 50 is an accounting program that will make you able to get your budget to organize all the time.
In a glance, you can know about how much amount is there to spend, how much you have spent, and how much you required to pay the debt so you can stay cash flow positive. Sage 50 is largely available in two editions that are Sage 50 Pro Accounting and Sage 50 Premium Accounting. These both are available in two unique plans in each section. Sage 50 Pro Accounting is for one user and one company for basic accounting only.
With the combination of general accounting principles, management of daily financial accounts of the business, and integration of the invoicing system, FreshBooks is the solution for small business financial matters. It is usually taken as the top-ranked web-based competitor to QuickBooks Online.
If you are the singular user, and you only need to bill one client in a month, you can use this program for free. But if you have several clients, you will pay the monthly fees starts from $30. The software is exceptionally attentive to invoicing for small service-based businesses.
FreshBooks also incorporates conveniently with Basecamp Classic, Zendesk, Salesforce, MailChimp, Constant Contact, and many others besides these. By using this, you will get control of the invoicing, expenses, time tracking, payments, and reporting. With the usage of FreshBooks, you can create the professional-looking invoices in seconds used as reliable invoicing.
You can send the invoices by way of an email. Some of the key advantages of using FreshBooks are easy to use, save time, and get organized the data all the time. First of all, FreshBooks is an easy to use application by which you can track all of your expenses and keep the financial record organized at a centralized place.
It will save you time because it will take a minimum time of yours to keep the record of your business. The features of the FreshBooks are divided into the sections of invoicing, expenses, time tracking, reporting, and payment management. The thirty days trial period is available for free.
LessAccounting is a professional accounting solution for small businesses. It affords you an easy-to-use accounting scheme that mechanizes bookkeeping, expense tracking, invoicing, proposals, and even contact management. The solution incorporates with Basecamp, Zencash, Shopify, and a bunch of other items.
LessAccounting also has a humoristic approach instead of saying ‘Contact Us’ on its website selected for ‘Mail us a gift.’ The exception of this solution is that it contains only those accounting features and functions that you will need.
If you are a business with twenty employees, only then LessAccounting will be a great help for you because having this accounting program, you will be able to control every financial record of the business. LessAccounting is based on the system of a double-entry accounting system where the entry passed in one head of accounts will transfer to its related head of account.
It will make the process of the transaction efficient and less time-consuming. The key features of the LessAccounting are record business expenses, categories expenses, send invoices, receive the payments, maintain the record of accounts receivable, expenses by project, expenses by income, expenses by category, reminders of due expenses, and much more.
Outright is an online bookkeeping and accounting solution that might be the cheapest bookkeeping solution available on the market that is free, and allows you to upgrade it to a $10 per month scheme if you need to record sales taxes. The catch is that it’s merely for bookkeeping. No invoicing or time capturing, but it does incorporate with FreshBooks, which controls both.
For the first time, there is accounting software that is delivering the solution for taxes relates matters as well. The best about Outright is that it is based on the generally acceptable accounting and finance principles so that you can always get an accurate and reliable record of your company’s financial affairs.
The best about Outright is that its accounting system, based on the double-entry record-keeping where entry passed in one head of the account, will be the shift to its related head of account automatically. It will save you time and make the process of report keeping even more effective and efficient.
By using the Outright, you can easily link all of your business and commerce accounts. The automated tedious bookkeeping system of Outright is perfect that organizes all of your data into IRS-approved tax categories. The application of Outright is available for the iPhone with the same features and functions along with the synchronization system.
Wave Accounting is an accounting solution provider from small to medium size businesses. It contains solutions to basic accounting and payroll management. This one focuses on companies having less than ten employees and offers to bookkeep, invoicing expense tracking, and payroll. Wave Accounting is free and allows several users.
For the better management of the business accounts, Wave Accounting has divided its functions into several parts, such as simple accounting of all of the business matters, invoice management, payments management system, payroll management, personal accounts management system, a record of receipts, and much more.
All these features will collectively make you able to go to that section that is the burning requirement of your business. Everything that you need to run a successful business is part of this accounting software. Whether it is about tracking income & expenses, billing customers, making the record of account receivable or account payment or want to organize the financial data of the business in a more organized way, Wave Accounting will be there with solutions to all these issues.
As it is based on the approved accounting principle, so you will get here the real double-entry account management system, a guaranteed accurate payroll, and easily exportable reports. The easy to use management tools of the Wave Accounting will save you time because of interconnecting with each other.
FreeAgent is an accounting solution containing all those accounting features and functions that you need to create a systemized account management system in your small business. First of all, there is a flexible reporting system that contains the perfect solution for profit & loss, balance sheet, a record-keeping system for aged creditors & debtors, cash flow, trial balance, and much more.
Self-assessment calculation and optimal submission that is no considered as the must-have part of the business world are the part of solutions offered by the FreeAgent. This accounting software is fully integrated with HMRC compliant payroll, including RTI submission.
FreeAgent is not meant to deliver you the solution for simple accounting issues only or those that can be managed by your inexperienced accountant as well; instead, it provides you the solution that others are not delivering.
Check out some must-have features are automatic corporation tax estimates, automatic dividends vouchers, multi-line journal entries, flexible account locking, and much more. It also offers multi-currency invoices system, expense management, bank account synchronization to receive payment directly in the bank, online invoice generation system in case of payment via credit/debit card, recurring invoices, expenses scheduling, etc.
FinancialForce is an all in one accounting solution that will make you able to keep all of your accounting and finance records systemized and organized at a centralized place in the cloud. In addition to accounting and finance solutions for the businesses, it has other business solutions in the shape of HR and CRM solutions.
FinancialForce designed for small to medium-size businesses. If you ever experience Salesforce as your CRM and are looking for some even tighter incorporation between accounting and your client communication, and don’t mind paying a premium at $65 per month, FinancialForce is entirely worthy of being considered.
It is designed on the Salesforce structure and supports multicurrency and multicultural options besides. The single cloud-based version of FinancialForce provides the solution for professional services automation and financial management.
The financial management system is arranging accounting solutions in the categories of accounting & finance, revenue management, spend management, and inventory management.
For expense management, there is a proper spend management system for controlling the cost and limit the contract leakage. The cloud accounting system of FinancialForce has the solution for inventory management as well, which will allow you to manage the inventory record and leverage all of your inventory data across the business.
Sage One is a web-based accounting and payroll management system for the small to medium size business to systemize and accurately organize their financial records. Based on the principles of double-entry recordkeeping, Sage One will result in saving of both of your time and money.
Everything that you need for the better management of your accounts is part of the online accounting and financial management system of the Sage One. Just get rid of the spreadsheet and set aside the paperwork as Sage One is going to make the office environment paperless with a more professional cloud-based accounts management system.
Sage One makes its users able to integrate their online business, commerce, and bank account and maintain the records of all at a centralized platform. It is many a time simpler than a spreadsheet system and very easier at the same from most of the leading accounting software. It is designed keeping in view the requirements of the accountants and bookkeepers.
The exception of Sage One is that even those not having an accounting background can understand the way of functioning of this accounting platform. Some of the features of the Sage One access from any device, unlimited quotes, income & expense tracking system, accepts online payments via internet payments, cash flow management dashboard, etc.
Kashoo is the name of a simple cloud accounting management system for the business of every type. This simple cloud-based accounting system has the solution for expense tracking, bookkeeping, invoicing, and much more. Either you are a professional accountant or an accountant with not too much familiarity with the generally accepted accounting principles, the simple to use accounting management system of Kashoo is designed keeping the requirement of all type of its users.
Quick entry system, bank accounts import, reporting, availability of mobile apps, invoices& account receivable, cash flow, and much more are there to make your business financial life easier than before. All solutions being offered by the Kashoo are arranged on its main dashboard.
You can do whatever you want, simply passing the financial entries in different financial accounts. By using Kashoo you can create and send invoices and get paid faster. This will surely create a real difference for your cash flow system. Anytime you can check the position of your business to see where your business stands in real-time.
There will be no guessing at all. It is a new way of forecasting that will be based on your historical and ongoing financial positions. Kashoo is available in two plans that are Kashoo Annual Plan Special Offer and Kashoo Monthly Plan. The Annual Plan is available for $199.95, while the monthly plan is available for $29.95. Both of these plans support unlimited users and several other features and functions that are common in both.
If you want to get rid of the traditional bookkeeping system, then use the Brightbook to maintain the accounting record more professionally. This accounting and bookkeeping system designed for freelancers, small businesses, and contractors. First of all, it is a free accounting solution that requires no downloading or installation at all because of availability in a cloud environment.
Brightbook is the name of online accounting that is powerful, easy to use, and secure without the complicated clutter. All of its users will be provided with those tools and features that will make them able to control their business finance and to spend less time doing their bookkeeping.
It will assist you in simplifying your life, and less time on bookkeeping means more time to make ideas happen. It is very simple and easy to use accounting system. In a nutshell, all features access the records from anywhere in case of availability of internet connection, create & send an unlimited number of invoices, log endless bills & payment received, and much more at one place.
By using Brightbook, you can control all areas of your business, whether it is about invoicing, banking matters, accounting management, accounts in multi-currency, bills & expenses management, and integration of online accounts.
Zoho Books is accounting software that is very easy and straightforward, contains all accounts management solutions at one place. This highly advanced accounting software is designed for small to medium-size businesses to manage all of their finances and stay up to date with the business affairs all the time.
The easy to use cloud accounting system provide the solution in the shape of the automated banking system, track expense in a better way, get paid faster from the customers because of the integration of the invoice system, collaborate using client portal system, powerful reporting system, and inventory tracking in real-time.
As it is available in the shape of cloud-based accounting solutions so, it can be accessed from anywhere. You can send quotes and track for projects from anywhere. It will make you able to get the real-time critical insights about your business on the dashboard from any desktop and mobile device.
Zoho Books is available in three editions that are Zoho Books Basic, Zoho Books Standard, and Zoho Books, Professional. The prices of these three plans are $9, $19, and $29, respectively. The features for access for multiple users, management of workflow rules, contacts management system, etc. are different in all of these three plans.
Intacct is a cloud-based accounting and financial management system designed for businesses of all levels. It is the name of cloud-based ERP software that will deliver you the best possible accounting solution based on the double-entry recordkeeping system.
Accounts of small businesses are straightforward to handle as only one person, even the owner, can manage the company’s accounts. However, when it comes to a large business structure, there arises the need for a full-time accounting setup. Intacct is a platform that helps large businesses to manage their accounts. It is one of the best cloud ERP and financial management software that is also perfect for beginners.
Like most of the leading accounting solutions, it also offers a quite simple and easy-to-understand dashboard full of modern tools and features. Intacct’s most prominent feature includes account payables, inventory management, multiple sales tax, clean and straightforward interface, etc.
NolaPro is a free cloud-based accounting system designed for businesses of all types. It is available for Windows and Linux operating systems. The free version is also available in the shape of a desktop version as well that will make you able to synchronize your data with the cloud base data management system.
After this, you can access both desktop and online account management systems. Some of the features of the NolaPro availability of the account ledgers, order management system, inventory management system, payroll management system, data backup management system, maintain the record of bills payables, the secure keeping of data, and much more.
The contacts system of NolaPro makes the users able to quickly manage customers, employees, vendors, and much more. With the inventory management system of NolaPro, you can manage inventory costs, stock levels, price levels, and other information about the available stock.
The data backup system of NolaPro will make you able to keep all of your financial data safer with easy to create data backups system of the NolaPro. This software has the proper solutions for order management, billing, and account payables. The order management system of NolaPro is to maintain orders from your customers and purchases from the vendors.
The billing section is for getting real-time in-depth receivables, POS, quotes, and recurring invoices. In addition to default features and functions, NolaPro support for several add-ons to extend the functionalities.
InDinero is the name of accounting services and software for the business of all types and sizes. By having this platform, you can maintain all of your business and commercial financial records centralize at a single place. The exception about InDinero is that it is delivering the solution for tax matters as well.
It will deliver you all those internationally acceptable accounting solutions and tools that will make you able to understand, run, and grow your small business to take it to a higher level. The primary purpose of any accounting software should be to assist you in knowing about where your money is going and what your position in the corporate world is.
InDinero is based on the same features and functions. Being the combination of accounting and taxation solution, InDinero will handle all financial matters for you, complete with a dashboard system designed to uncover powerful insights for even the least financially savvy founders. Now it is easy to understand what InDinero can do for you.
It will allow you to prepare & maintain financial accounts, manage all of the account books, actively review & categorize transactions, perform month & year-end reconciliations, and handling tax preparation and filing. In short, InDinero is going to deliver you all and the best possible solutions in the shape of an account manager, client advocates system, bookkeeping, tax experts, and controller/CPA.
Yendo is a suite of multiple business management systems that provides business solutions in the shape of a cloud accounting system, cloud CRM system, and cloud payment system. All these features are collectively available by the Yendo in the cloud. So, you don’t require installing any extra program or third party installation package.
The financial accounting system contains all those solutions that you need to manage your business in proper order. It is integrated with all those accounts and finance management tools that you need to manage, invoice, and make the record of expense and payments.
By default, it contains the full accounting reports system, including profit & loss, balance sheet, trial balance, and debtors. It is going to deliver you all those that you need for better management of your business accounts to avoid all types of mishaps and financial crashes.
Some of the main highlighted features are sent & manage invoices online, create reports, and get an in-depth analysis of the financial position, accessible from anywhere and share information with your accountants. It also allows you to manage & track expenses, track payment online & on-time, a full set of accounting reports, custom invoice templates, asset register to manage assets, manage cash flow, recurring invoices, budgeting & forecasting, sales tax, and much more.
In short, all those tools and functions that you need for the perfect management of your business accounts are part of the financial management system of the Yendo. Yendo is available in five editions that are Yendo Solo, Yendo Standard, Yendo Premium, Yendo Enterprise, and Yendo Enterprise+. All these plans are available for per month price of $19, $49, $99, $299 and $599.
Pandle is the name of a free web-based accounting system to make you an expert in dealing with your financial matters like an expert. The exceptional about Pandle is that both the professional accountants and beginners can easily use it because of its simplicity and ease of the user interface.
After using this web-based accounting software, you will realize that you don’t need the involvement of traditional spreadsheet software in your business environment anymore. It is simple to use yet comprehensive in its capabilities. This bookkeeping software removes the stress of bookkeeping by streamlining every process.
Pandle is an entirely free cloud-based accounting system that has no system of demos or any trial period. Just create an account with Pandle and start entering your financial transactions. Some of the main advantages of using the Pandle are no contract system, free cloud bookkeeping system for the entire life, relentless speed, easy to use, no maintenance at all, unlimited access, and convention over configuration at all.
The best about Pandle is that it makes its users able to use multiple users to access the data at once at no extra charge. Pandle delivers the solutions to bookkeepers, accountants, advisors, and to all those who are directly or indirectly involved in the business. The other great function of Pandle is that it is highly configurable software that will allow you to customize its way of working as per your own business or brand requirement.
Passport Business Solutions is the provider of integrated accounting solutions for businesses of all types and is design to allow the professional accountants to save their time, increase financial efficiency and get the best control on the financial affairs of the business. The accounting and finance solutions designed for all types of businesses, from small to medium-sized.
The desktop version of Passport Business Solutions is available for Windows, Linux, and UNIX-based operating systems. Passport Business Solutions is delivering its solution in three modules that are Passport Business Solutions PBS Vision, Passport Business Solutions PBS SQL, and Passport Business Solutions Cashpoint.
All these are designed to deliver to their users the best possible accounting and finance solutions. The new version of Passport Business Solutions contains more advanced tools and solutions to increase credit card data security, collated multiple page forms printing, new reporting options, and much more.
Passport Business Solutions has the solutions for check reconciliation, order entry, manufacturing, accounts payable, general ledger availability, purchase order system, data import manager accounts receivable system, inventory control, and payroll management system. For the first time using Passport Business Solutions, you will realize it is a critical part of your business system and your successful business operation.
It continues to enhance the Passport Business Solutions to help make using the software more productive and enjoyable. Fast data entry and access, improve the transparency, and protection of data are the three most important advantages of using Passport Business Solutions.
Move2Clouds is web-based accounting software that delivers the complete end to end accounting and finance solution to businesses of all types. It is designed for small to medium-sized businesses and has the solution for location & project accounting, cash flow tracking system, detailed reporting, and payment reminders.
The software will make it possible for you to manage effectively financial of multiple locations and projects with the time. It is the best way to manage your cash flows and all funds available, bills receivable/payable, and much more.
You will be provided with your calendar system to keep all of the business account updates all the time. It also allows you to get reports either of the income, expenses, cash flows, financial ratio analysis, aging analysis, and much more.
There is a proper management dashboard that you can customize your own desired accounting dashboard. It will deliver you the solution for recording expenses & pay vendors, record customer transactions, create invoices, recurring invoices, manage accounts of multiple currencies, and much more.
Move2Clouds is available in two editions that are Move2Clouds Success Package and Move2Clouds Enterprise Editions. Move2Clouds Success Package is available for $19 per month and contains all features of the unlimited user’s support system. For Enterprise Edition of Move2Clouds, the users are required to contact with Move2Clouds manually. The Enterprise Edition has a system for setup, support, and training.
AccountsIQ is the name of a universal level of cloud accounting and consolidation software designed for multi-site and multi companies. It is perfect for startup companies, multi-site businesses, distributors, franchises, large charities, and their accountants.
The accounting solutions are arranged into sections of accounting budgeting, projects management, distribution system, business intelligence, consolidation, integration, productivity, and administration. In short, it is providing the full features that offer and the solutions and branding the solutions as your business need.
The accounting solution contains all those solutions that will make you able to enjoy working on a single, shared, and full-featured accounting system across multiple users, clients, units, and subsidiaries. It is the provider of the best one accounting and financial management experience.
All the authorized users or accountants by you will have simultaneous access to the same up to the minute data for secure collaboration all the time. AccountsIQ is packed with features designed to support accountants and accounting outsourcing providers, and that’s why some of the world’s leading practices user’s solutions. AccountsIQ is one of the best accounting solution providers based on international accounting standard principles.
Tally.ERP 9 is the leading business management software for inventory, GST, accounting, and payroll. It is an economical and one of the most popular ERP software used by more than 11 lakh businesses. It is also is known as all in one bossiness management tool specially made for those who want to manage their complete small companies or a large company.
Tally.ERP 9 includes core features such as barcode integration, support multi-currency, budgeting, HR and payroll, job costing, financial management, product database, warehouse management, and much more. It is a freemium software and has multiple versions to download.
One of the most exciting and enjoyable things about this platform is that it offers a customization option and allows the users to add custom settings according to their company quickly. Tally.ERP 9 supports multiple languages and available to use on several platforms such as MS Windows, Mac, iOS and Android, etc.
TurboTax is a tax preparation software, allows users to file federal and state income tax returns online. It is a simple and powerful tool that has millions of users who can use it to manage their tax system. Intuit develops the software with a step-by-step guide to tax filing. It starts by asking users to provide data such as their occupation, charitable donations made, numbers of children, whether or not they own a home, and all the other similar information.
By adding all the details, the software automatically fills up tax forms, the user needs to take a photo of their wage and the tax statements, and the software will input the data by itself. The most exciting thing about this tool is that it is always up-to-date with the latest tax laws.
TurboTax has a cloud-hosted mobile option so that even those on the go can quickly review their documents anytime, anywhere. The software includes core features such as easy preparations, import financial data, extra guidance, value donated items, always updated, and much more. TurboTax has more than four price plans; each one has its features and price.
Budget Maestro is a scalable, easy to use cloud-based budgeting and forecasting solution specially designed for small and mid-size companies. It is a simple but powerful solution that comes with lots of advanced features to deliver all the major things.
This robust system automates time-consuming activities in the budgeting, forecasting, planning, and analysis and reporting process. With the help of this flexible system, you can quickly develop and use key financial key data and also lets you concentrate on the structure and performance of your business without any troubleshooting spreadsheet.
Budget Maestro includes prominent features such as create a complete and accurate budget in days, automatically generate an accurate forecasting balance sheet, customization, powerful dashboard, define drivers, and much more.
The solution provides a centralized database so that any changes or additions to the company’s data are updated automatically. Its calculation engine ensures that all calculations are not only mathematically correct but follow the sound account principle. Budget Maestro is one of the best budget creating a solution as compared to the others.
Integra Trade Plus is an accounting and inventory management software that is used by multiple organizations. It is a single user service with features such as several years, cess on VAT calculations, VAT computation and different price rates, etc. Integra Trade Plus is also is known as all in one accounting software that offers simple accounting procedures with receipt, payment, journal and Contra vouchers, etc.
The solution also offers a lot of key tools that attract more audiences around the world. It provides daybooks, scudding, profit and loss accounts, general ledger and trial balance, etc. As a far inventory management solution, it also provides a sales register, stock valuation reports, and all the other major inventory tools. Integra Trade Plus also offers a massive list of key features that make it more exciting and better than others.
Bookly is one of the best online booking platforms that enables business owners to handle accounts and manages their financials. It is an all-in-one solution that helps users to connect bank accounts, applications, and credit cards to send data to the bookkeeping team. With the help of this platform, users can manage reconciliation, transactions, invoicing, payroll, payments, and lots of other things.
Business owners can also easily add various teams to work collaboratively in real-time. The solution helps team members interact with each other using live chat, email, or phones. One of the best things about this application is that it has an advanced search feature that enables users to filter transaction data by date and account type or category.
Like the other similar solutions, it also has a powerful dashboard, helps users keep track of companies’ overall financial performance, and access all features without any limitation. There are three primary prices and plans, and each plan has its own cost and core features. The most prominent features of Bookly are that unlimited consulting, annual tax planning, access to sure payroll, personal tax preparation, etc. Overall, it is one of the best online solutions as compared to others.
Zoho Invoice is an online invoice software specially designed for freelancers and small business owners. It is applied by creative designers, writers, and photographers looking to introduce their online startup and commercialize their activities among other prominent users. It is a simple and easy to use platform that helps you to manage and monitor invoices to share them with customers all from the same platforms.
You can use it to follow any transaction and customize invoices using a large array of premade templates and imported elements specific to your business. As expected from this reputed suite, Zoho Invoice also make it possible to create and distribute invoices in multiple languages and currencies. The solution features a simple and intuitive interface and helps them ride off complicated timesheets and steep learning curves.
It also allows users to create forms and generate invoices and adjust settings from the first moment they have created their accounts. With Zoho Invoice, you can also set up tax and tax groups, upload their templates and logos and personalize all emails. It also includes core features such as attach a file to invoices, calendar view of timesheets, REST APIs and time tracking, etc. Zoho Invoice is one of the best Invoice management solution as compared to the others.
PCLaw is a leading platform that takes the headaches out of running the business of law with this advanced level software. It enables firms to easily manage matters, track time, expenses, appointments, calendar, tasks, collect payment from clients, and manage trust account all from a single source. This all-in-one solution comes with all the major tools ls and services that manage your entire business.
With the help of this platform, you can reduce duplication of effort with an all-in-one integrated billing and accounting, submit LEDES-formatted bills electronically, and get paid faster with fewer hassles. PCLaw is also known as the most holistic practice management software for law firms that simplify complicated accounting and billing processes while enhancing your firm’s bottom line. Unlike others, it also has a dashboard that helps you to manage all the things in one convenient interface. PCLaw also has lots of prominent features that make it better than others.
Sage 100c is an enterprise resource planning software for small and midsize businesses. The solution is typically recommended to the companies with annual revenue between one million and $100 million. The solution can be used by a wide range of manufacturing, distribution, and services companies and more granular verticals, including industrial supplies and services.
Sage 100c is designed to be compatible with Microsoft Windows operating systems and was built on the Windows platform and is deployed on a small Windows network.
The pricing scheme has also adjusted this concept, meaning that you will be charged only for a feature you have specifically requested. The best part about this platform is that it comes with advanced-level inventory management and warehousing feature that makes it more reliable than others. Sage 100c also includes core features such as account and finance, sales and customer management, purchasing and supplier management, and much more.
Busy Accounting Software is a Windows-based business accounting software that covers financial accounting, multi-location inventory, invoicing, and order processing. It is sold and supported all over the country through an ever-increasing network of channel partners. Most computer training institutes are also taking up this to teach computerized accounting.
It is a complete account solution that comes with all the primary services and products, including password recovery, data recovery, security device replacement, and much more. There are three different price plans, such as Basic, Standard, and Enterprise. Each plan has its own cost and key features.
Unlike all the other similar platforms, it also has a powerful dashboard where you quickly access all features and manage your task. Overall, Busy Accounting Software is one of the best accounting software that gives you a facility to manage outstanding customer, pending payment list, and so many other facilities.
Apartment Sathi is a simple yet powerful apartment management software with accounting packages. The solution helps you to stock management with a personal finance system that manages your complete work. It is a complete solution and comes with some additional tools and services such as property trackers discussion forums, facility booking systems, and notice boards that make it better than others.
Apartment Sathi features a simple interface and provides a complete guide that teaches you about all the major things about the solution. It is a web-based solution that means you can access it anywhere anytime around the world.
One of the best things about this apartment management solution is that it offers a customization system and allows you to change its features and services without any limitation easily. Apartment Sathi also includes core features such as email marketing, income tracking, payment gateway, accounting, contact manager, help desk and event calendar, etc.
Fundbox is a small but powerful tool designed by a small business. The solution is created by a group of technological innovators and financial professionals who want to help companies to grow and become more independent and realize their full potential.
It offers a very simple way to fix their business cash flow by advancing payments for outstanding invoices that allows freelancers and small business owners to get paid for their outstanding invoices instantly. Fundbox is also known as a professional accounting solution that comes with simple and tools and advanced services.
Thousands of small businesses have connected to this tool to eliminate cash flow gaps by immediately clearing invoices. The solution is advancing thousands of invoices every week that offers business owners the capacity to optimize their cash flow through advance payments for all the unpaid invoices.
Just like most of accounting solutions, it also comes with prominent features. Such as 100% online, no step fee, simple interface, select one or more outstanding invoices, payments transferred to your bank, and much more.
Beanworks is powerful accounting software that helps accounting teams get an invoice to payment faster through AP automation. It is a cloud-based platform that uses automatic data entry to pull invoice data into a secure and intuitive dashboard. Its dashboard is quite simple and easy to use; you can easily access all tools and features without limitation.
The best thing about this tool is that it offers a customization system and allows you to easily create your custom setting that depends on your needs that make it better than others. Invoice is then routed for easy approvals from your computer or mobile devices. All the approved invoices can then be paid by virtual credit card to earn cash-back rebates and direct deposit by ACH or EFT.
The completed transactions and invoices are securely stored in the cloud for more than seven years, which means no more paperwork filing. Beanworks is a comprehensive accounting tool that comes with all the significant features. Such as audit trail, workflow, transaction monitor, custom reports, invoice approvals, electronic payment, expense tracking, financial analysis, etc.
Plooto is an all-in-one, feature-rich integrated online payment platform for businesses to send and gather payments for their payables and receivables. The software is specially built for financial controllers in small to medium-sized companies and accounts or bookkeepers with various clients.
It allows business accountants and bookkeepers to move away from cheques, paper, and clunky bank platforms as wire transfers by upgrading to this powerful platform. Like most online payment solutions, it also offers a simple yet easy to understand completely customizable dashboard.
You can easily add new features and tools without any limitations to fulfill your needs. One of the best things about this platform is that it offers advanced level payroll management and payroll integration that automatically your variety of tasks.
Plooto also offers key features such as accounting management, audit trail, bank reconciliation, collection management, data encryption, SSL security, invoice management, multi-company, status tracking, QuickBooks integration, etc. Plooto is a commercial online accounting or payment management application that has different price plans; each plan has its own cost and core benefits.
Entryless is a powerful accounting management application that allows users to run their business more efficiently and spend time working with customers and the development team by utilizing accounts payable software. It is a powerful solution that comes as an alternative to Beanworks and offers all the similar services and features with some new tools.
It has a massive collection of client emails or mail paper invoices to its secure processing center that makes your work more efficient. The platform will sync bills into the online standard format accurately and quickly, once all your bills are synced, you just need to approve, and they will be paid.
Multiple users can be authorized under one account, letting shift managers seamlessly approve during the different periods. While all the invoices are being synced, the solution also pulls key details and organizes them into the categories by expense date, type, and vendor.
You can easily view these details in an interactive visual dashboard that displays charts and graphs that lets users stay on top of your accounts payable. As compared to all the similar accounting management platform, Entryless is quite simple and easy to use. Its cloud page offers quick access to all major tasks and information. There is also has a list of core features that make it better and powerful than others.
Ginesys Retail Software is the most leading retail software solution provider for the retail value chain. It is a complete platform and provides a solution that includes inventory, purchase, production, distribution, POS, wholesale, accounting, and all the other requires solutions.
Ginesys is specially designed for those who want to manage their overall retail business on a single platform. Its engineers use the latest technology to deliver an off-the-shelf and robust product. The significant fact about this application is that it provides both web and phone-based assistance support 99% customer retention and 100% satisfaction.
Ginesys Retail Software is a fast and reliable solution that is designed to retail-specific GST ready, making implementation fast and smooth. Instead of offering endless customization options, its team understands your business needs and then provides a process map. You don’t need to learn any IT skills to use its service, just watch its step-by-step tutorial and enjoy all its features.
It is best for all the size of the business and offers different price plans. Ginesys Retail Software’s most prominent feature includes an audit trail, accounting, auto discount, CRM, barcode integration, customer management, e-commerce, email and SMS marketing, multi-location, payment handling, sales tracking, inventory, and rich security features, etc.
Billwerk is an online subscription management and recurring billing software solution that supports multiple payment methods. It is a comprehensive solution and comes with all the leading tools, services, and exciting features. With the help of this solution, users can easily create and manage a variety of subscription products, with the ability to add fees, test phases, durations, cancellation terms, and one-time or usage-based invoicing.
It supports tax regulations and reverse-charge processes for almost all the popular countries, and users can offer reseller reductions or promotions for any period. The best thing about this solution is that it offers customer self-service functionality that allows customers to sign up through custom pages and manage their personal and billing details and track their usage through the customer portal that makes it better than others.
Billwerk also allows the automation of recurring billing that includes periodical or prorated recurring billing and metered billing. Usage can be billed directly or at the end of ongoing contract periods, and for cancellations, upgrades, and contract period changes, the software automatically manages final bills. Billwerk most prominent feature includes customizable invoicing, multi-language, manual billing, multi-step dunning, chargeback detection, analytic and reporting, and much more.
Zento is a cloud-based application that replaces ordinary methods for setting business, employee expense claims, and travel with their solutions. It is now assisting organizations of various sizes by simplifying the inefficient process of gathering and processing business. Zento has significant importance that benefits both the employer and the employee.
Employs can create new claims and can track the status of existing ones. On the other side, the managements receive complaints in an orderly and timely fashion. Zento builds heavy customization that allows making continuous improvement by understanding the existing workflow. There is an expert team also available that gives different bits of advice and solution for how you can automate expense approval with maximum ROI and efficiency.
Different features of Zento include Single-click expense approval, attach receipts and attach paperwork to claim, single point of view, mobile-ready solution, advance payment request handling, and much more. Zento composed of an advanced security management tool that does not permit any outside access and your data will remain to save from start to end. Zento is currently dealing with many industries, including healthcare, manufacturing, and hospitality.
Giddh is an Accounting software used to perform invoicing and accounting related activities. It performs the most accessible interface to manage multiple accounts and to perform various operations on that account in a few clicks. The software is created and designed by an expert team and includes all the core features that make it an all-in-one solution.
Its well-designed icons make it easy to understand, and with this, you can quickly check the overall status and details of an account. After reviewing details, you can share them with stakeholders via a secure link or an email. It also provides you the option of creating invoices and offer multiple invoice templates. An expert team uniquely creates each template on this platform, and you can easily customize each one without any limitation.
The software also provides you a high level of security that will keep your data safe as well as offers a powerful backup feature that helps you in case of the data loss. Account receivable, fixed asset management bank reconciliation, purchase order, and complete tax management are also key features of the solution.
Payment Evolution is a cloud-based software designed for managing human resource management. It provides a facility for payroll management and supports the administration in various ways. Its finance executive’s module gives worker HR highlights, finance handling, get-away, and leaves following, benefits the organization and direct stores.
It permits clients to oversee personal expense archives, worker payslips, and other significant documentation. Its advantages of the board module allow the HR managers to manage representative wellbeing and extra security. Clients can assess personal duty investment funds from numerous protections and credit the sum legitimately into worker accounts.
Just like most of the leading software, it also offers integration with FreshBooks, Kashoo, PayChequer, POS2Payroll, eBay, and other outsider applications that make it better than others. The software also provides all the customer service features such as email and via telephone. The interface of this software is straightforward to understand; you don’t need to learn anything extra to use it.