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SaaS startups in the finance industry

Domo

Domo

602 reviews

Domo Business Intelligence (BI) combines a powerful backend that sits on top of and connects into any existing system where data lives, including those for customer relationship management, enterprise resource planning, human resources and financials, as well as any data repository or current reporting system.

Path by Simplex

Path by Simplex

• Use Path to connect, collaborate, and grow your business. Path was built from the ground up to integrate seamlessly with QuickBooks Online to give you a detailed, easy-to-understand picture of your company’s data story by transforming your financial data into actionable business intelligence and visual KPI’s. Connect individuals from your team to the data they have a part in. Collaborate with your entire team in one place. Share files, keep track of To-Dos, document critical Milestone events, bookmark information you want to go back to, and interact with your team on an internal social feed. You can make sure that the right people have the right information at the exact right time to help you make critical business decisions. Grow your business with Path by Simplex! Increase productivity and efficiency, maximize revenues - which can be invested into growing the business. Path has powerful analysis that helps you find hidden cash in your current operation. It even has AI driven suggestions on how to get the most out of your business. You grow together as a team and are more profitable as a company.

Workamajig

Workamajig

Workamajig Platinum is a customizable, web-based project management software for advertising agencies, design firms, in-house creative departments and public relations firm that track expenses and time use in an entire company, from new business and account management to accounting and financial reporting.

ProfitWell

ProfitWell

ProfitWell provides subscription and SaaS metrics that are 100% accurate and absolutely free. Sign up takes 1-click, giving you access to your monthly recurring revenue, churn, lifetime value, and all of your other necessary subscription financial metrics. Integrates with Stripe, Braintree, Zuora, Chargebee, Chargify, Recurly, and others with the ProfitWell API.

Function Point

Function Point

Function Point Productivity Software is an all-in-one project management solution specially designed for ad agencies, design studios and internal marketing departments looking to streamline their business. Our integrated software combines project management, time tracking, CRM, financial, and business reporting tools in one convenient cloud based system. Function Point’s comprehensive solution helps creative businesses improve their productivity and profitability by streamlining processes; simplifying collaboration; centralizing information; and delivering real-time business data. Easy, effective, and efficient — do more with Function Point.

SAP Business ByDesign

SAP Business ByDesign

Want to run your entire business on a single, cloud-based software solution? Discover SAP Business ByDesign. Ideally suited for SMEs and subsidiaries of large corporations, it is a complete, integrated suite that can run your whole enterprise financials, human resources, sales, procurement, customer service, and supply chain.

A2X

A2X

83 reviews

A2X makes Amazon marketplace accounting easy, by automating the posting of Amazon sales and fees to Xero and QuickBooks cloud accounting systems. A2X saves Amazon sellers and their accountants hours of time every month, and delivers reliable, accurate, reconciled Amazon financials.

Simply CRM

Simply CRM

16 reviews

Gain more customers, optimize your business and earn more money - with Simply CRM. It's the CRM that you will actually use: Easy-to-use, with visual overviews. All-in-one platform - including CRM, Helpdesk, Financial & Project Management. Also, we are offering free support 24/7 (your local language!). You can have a FREE trial without registering a credit card as well :) Write to us at [email protected] for any queries.

Forecast Pro

Forecast Pro

Forecast Pro is a best and inclusive sales forecasting software. It supports budget and forecasting arrangement system. It can work in multiple hierarchies at the same time. It helps predict interest for products and services so you can enhance logistics, generation booking, stock management and financial planning.

KYC and Customer Onboarding

KYC and Customer Onboarding

GetID offers reliable and secure personal identity and ID document verification service, commonly referred to as KYC or Know Your Customer. Additional personal background checks for international sanctions, political exposure, special interest, and adverse media, in compliance with International Anti-Money Laundering and Counter-Terrorism Financing regulations, can be conducted.

Toucan Toco

Toucan Toco

Toucan Toco is focused on the development of data visualization software solutions for businesses to assist them in their decision making. It also offers Small Apps, applications that are able to analyze, correlate, and visualize sales, human resources, marketing, and financial data though mobile devices.

Partnerize

Partnerize

The Partnerize Partner Management Platform (PMP) is an end-to-end, SaaS-based solution for forming, managing, analyzing, and predicting the future results of partner marketing programs using artificial intelligence. Hundreds of the world's largest brands leverage our real-time technology to Partnerize their businesses. In fact, the Partnerize PMP drives and manages more than $6B in partner programs and financial exchanges across 214 countries and territories worldwide. Partnerize is backed by top-tier investors, including Mithril, Greycroft Partners and DN Capital.

PropertyBoss Solutions

PropertyBoss Solutions

PropertyBoss enables managers of residential properties, multifamily communities, student housing facilities and other specialized properties to streamline the entire property management process including prospect, tenant, lease, unit & property management, electronic payments, credit screening, websites, online applications, tenant & owner web portals. PropertyBoss is an Intuit Gold Developer and integrates with QuickBooks and other financial packages and provides live training and support.

Dockit Migrator

Dockit Migrator

Sixth generation SharePoint migration solution supporting migration to SharePoint 2001 / 2003 / 2007 / 2010 / 2013 / 2016 and Office 365. Handles a variety of migration scenarios, both simple and complex, with its rich and powerful feature set. The maturity and its adoption by customers over the years makes it The Gold Standard in file share migration to SharePoint for the rest of our competition to catch up with. Terabytes of data migrated from file shares to SharePoint by large multinational corporations in Energy, Oil, Mining, Power and Financial sectors and other Fortune 500 companies in the past 17 years. Experience outstanding performance with the Office 365 Migration API that uses network, IO and CPU resources effectively. Use temporary Azure Storage containers to package content and dispatch them as jobs to Office 365. No additional Azure subscriptions are required.

Appen

Appen

10 reviews

Appen collects and labels images, text, speech, audio, video, and other data used to build and continuously improve the world’s most innovative artificial intelligence systems. Our expertise includes having a global crowd of over 1 million skilled contractors who speak over 180 languages and dialects, in over 70,000 locations and 130 countries, and the industry’s most advanced AI-assisted data annotation platform. Our reliable training data gives leaders in technology, automotive, financial services, retail, healthcare, and governments the confidence to deploy world-class AI products. Founded in 1996, Appen has customers and offices globally.

SixBit Software

SixBit Software

SixBit Software is a complete eCommerce and inventory management solution that gives you full control of your eBay listings, sales and distribution. From the makers of Blackthorne, SixBit Software lets you migrate all your existing Blackthorne data and inventory to the new SixBit application and technical support is available to guide you through the process. SixBit Software incorporates an email marketing tool that allows you to communicate with your clients as a whole or on an individual basis. The tool lets you schedule emails and notify customers of shipping and order updates. The embedded watermarking function gives you the option to upload your images to eBay with your branding/logo. By navigating through the user dashboard, SixBit Software users can create and edit custom sales and profit forms, export the to Excel and assess a complete purchase history. You also have the option to trial any of the SixBit Software packages before any financial commitment is required.

Tribal Credit

Tribal Credit

Tribal Credit is a corporate card specially designed for startups. Our AI-driven approval process saves you from the hassle it normally takes to get a corporate card, and our advanced card technology makes it easy to pay and track business expenses.

FieldSalesPro

FieldSalesPro

FieldSalesPro is a mobile app to accelerate field sales engagements with prospects and make your first impression count. FieldSalesPro organizes and improves efficiency, of key sales processes including quote management and sales performance analysis.

Income InSight

Income InSight

Planning software built with a clear understanding of how the strongest advisors grow their business.

Syft Analytics

Syft Analytics

Syft is a cloud analytics platform that directly links into the existing accounting cloud software and instantly generates easy to interpret graphs and reports for businesses.

Tax Clarity

Tax Clarity

Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

Synario

Synario

Synario models are easy to build, manage, and validate. All of these attributes are born of our object-oriented architecture, which permits users to design, build, manage, validate, and even change the projection logic of model elements in a single location.

FINSYNC

FINSYNC

FINSYNC helps businesses centralize control of cash flow and grow with game-changing features.

Maxwell Health

Maxwell Health

47 reviews

Benefits, HR and Compliance without the headaches. Maxwell Health's system brings everything together for a happier, healthier, and more productive workforce

CareVoyant

CareVoyant

44 reviews

CareVoyant for Home Care is a comprehensive solution for agencies providing private duty nursing home care (skilled, non-medical, adult or pediatric), home health, and therapy services for medicaid, private insurance, private pay and medicare patients.

FinPro

FinPro

FinPro provides 100% Excel-based, real-time access to meaningful data for your business users. Unlimited users for all of our products. Used together or apart, our products provide end users with quick, easy solutions to get the answers they need, the moment they need them.

Paystand

Paystand

Modern online payments & checkout. Stop paying transaction fees. Accept multiple payment methods: credit cards, echeck, and ecash/bitcoin at 0%.

ZipBooks

ZipBooks

ZipBooks is an online invoicing program designed for small businesses. It is 100% free, forever.

AmpliFund

AmpliFund

1 review

A grant management software for nonprofits and the public sector. Drive revenue, streamline grant processes, and remain compliant at every stage of the grant lifecycle with AmpliFund.

ViaBill

ViaBill

ViaBill seamlessly integrates into your website's checkout flow and enables higher conversion, larger AOV, and revenue.

HealthChampion COVID-19 Monitoring Solution

HealthChampion COVID-19 Monitoring Solution

Help employees stay safe by having them complete daily symptom screening tests at home before coming into work. Employers can view the results and follow up with employees who report any concerns.

Sentieo

Sentieo

Sentieo is an equity research platform designed to integrate intelligent public document search, research management, team collaboration, equity data dashboards, advanced visualization tools, alternative data, and a suite of mobile applications.

Visual Lease

Visual Lease

Visual Lease is a lease management and accounting software for assets, including real estate, equipment and more.

Autofy

Autofy

Autofy offers QuickBooks integration for Salesforce, Shopify, e-commerce, accounting systems, shipping systems and others.

Hyarchis

Hyarchis

Our Document Management System is a central solution to manage the entirety of your company’s documents. Benefit from central storage of documents which allows you to keep all customer data in a single place, organize workflows around a single source of truth, keep track of every change made in your customer files (audit trail) and collaborate efficiently with your colleagues.

Centerbase

Centerbase

2 reviews

Centerbase is a cloud-based practice management application available to law firms.

Clareti

Clareti

Gresham is a leading software and services company that specialises in providing real-time data integrity and control solutions.

Flare Cloud Accounting

Flare Cloud Accounting

Flare offers cloud-based accounting solution for small businesses and freelancers.

TalkLift

TalkLift

Automate your business conversations with chatbot. Design and deploy a chatbot to increase customers engagement and generate more leads.

ProcessPro

ProcessPro

Intelligent Enterprise Resource Planning (ERP) software, designed specifically for batch process manufacturers

Quik! Forms Manager

Quik! Forms Manager

Quik! Forms Manager is a service to professionally manage and distribute your forms via the web.

VerticalResponse

VerticalResponse

VerticalResponse provides email marketing software and services for small and medium businesses in a variety of industries.

Denim Social

Denim Social

17 reviews

With GREMLIN SOCIAL, businesses can efficiently manage LinkedIn, Facebook, and Twitter profiles, monitor social media team activities, and filter sensitive keywords to ensure a professional, compliant social media presence.

POISE Payroll

POISE Payroll

POISE Payroll empowers human resources department in payroll management and HR functionalities of the organization. A web-based with workflow, and Indian payroll management features.

G2 Track

G2 Track

G2 Track helps organizations streamline and optimize internal software spend, utilization, contracts and compliance by effortlessly housing and visualizing your technology stack.

Mission Control

Mission Control

Mission Control is a Salesforce native project management solution, built to integrate seamlessly with your Salesforce platform. The vast array of tools is agile and easily customized to your business and client needs. Ultimately, you will be more organized and get the best ROI on your Salesforce platform.

CrossConcept Continuum

CrossConcept Continuum

4 reviews

CrossConcept Continuum is an all-in-one PSA solution designed to help business streamline invoicing, resource management, project management, time and expense tracking.

idu-Concept

idu-Concept

Idu-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries.

MIP Fund Accounting

MIP Fund Accounting

Full fund accounting functionality with module-based pricing

ProsperOps

ProsperOps

ProsperOps automates the management of Amazon Web Services EC2 reserved instances (RIs) to save the money and time