Apps forFinance & Admin Functionsin theFinancial Servicesindustry

107 results

Apps forFinance & Admin Functionsin theFinancial Servicesindustry

107 results

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Joiin
Select which categories in your App Stack you wish to add Joiin to:
- Reporting & Dashboards
App of the monthGold
Joiin
Group Consolidated Financial Reporting Software – manage your multi-entity and multi-currency group consolidations
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Dext Prepare
Select which categories in your App Stack you wish to add Dext Prepare to:
- Accounts & Tax Production
- Approval Automation
- Receipt & Invoice Processing
Platinum
Dext Prepare
Auto-extract your financial data
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ApprovalMax
Select which categories in your App Stack you wish to add ApprovalMax to:
- Approval Automation
- Purchase Management
Silver
ApprovalMax
Approval automation for Xero & QuickBooks Online.
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Futrli Predict
Select which categories in your App Stack you wish to add Futrli Predict to:
- 3-Way Forecasting
- Cash Flow Forecasting
Silver
Futrli Predict
Automatic predictions for cash flow, profit and loss and balance sheet based on data in QBO/Xero
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AccountsIQ
Select which categories in your App Stack you wish to add AccountsIQ to:
- Accounts & Tax Production
- Reporting & Dashboards
AccountsIQ
AccountsIQ's award-winning Cloud accounting and consolidation software simplifies the capture, processing and reporting of accounting transactions.
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Act!
Select which categories in your App Stack you wish to add Act! to:
- CRM
Act!
Achieve sales and marketing greatness with the all-in-one solution designed just for small and midsized businesses.
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Administrate
Select which categories in your App Stack you wish to add Administrate to:
- Training Management
Administrate
Cloud-based training Management Software.
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AEM Journaler
Select which categories in your App Stack you wish to add AEM Journaler to:
- Financial Services
AEM Journaler
AEM is the next generation of accounting system, built specifically for blockchain.
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Airwallex
Select which categories in your App Stack you wish to add Airwallex to:
- Banking
- Ecommerce
- Expense Management
- Financial Services
- Foreign Currency
- Payment Management
Airwallex
The modern business account for international business looking at a better way to manage multiple currencies in the business.
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Amiqus
Select which categories in your App Stack you wish to add Amiqus to:
- AML
Amiqus
Remote identity verification software.
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ANNA Money
Select which categories in your App Stack you wish to add ANNA Money to:
- Banking
ANNA Money
Business Banking and Admin App.
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Annature
Select which categories in your App Stack you wish to add Annature to:
- Document Management
Annature
Simplify your documents with Electronic signatures.
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Appogee HR
Select which categories in your App Stack you wish to add Appogee HR to:
- HR
Appogee HR
Cloud based HR software.
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Appointedd
Select which categories in your App Stack you wish to add Appointedd to:
- Appointment Scheduling & Online Booking
Appointedd
Online booking system with unlimited appointments 24/7. Online bookings software for business of any size. Take payments, send reminders, and more.
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Approval Donkey
Select which categories in your App Stack you wish to add Approval Donkey to:
- Approval Automation
Approval Donkey
Approval requests using email, online forms, or your favorite app. Turn submissions into tracked and automated workflows.
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Apxium
Select which categories in your App Stack you wish to add Apxium to:
- Credit Control
Apxium
Simply approve the invoice and let Apxium get you paid faster with less work. A total receivables and customer payments solution for business.
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ARCollect
Select which categories in your App Stack you wish to add ARCollect to:
- Credit Control
ARCollect
A/R automation app that makes receivables management and collections easy.
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Arex
Select which categories in your App Stack you wish to add Arex to:
- Credit Control
- Financial Services
Arex
Unlock cash trapped in your unpaid invoices.
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Armalytix
Select which categories in your App Stack you wish to add Armalytix to:
- Banking
- Integration Tools
Armalytix
Request and receive accurate bank statements in moments - direct from your clients' accounts.
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AssetGuru
Select which categories in your App Stack you wish to add AssetGuru to:
- Fixed Asset Management
AssetGuru
Asset management software.
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Automate.io
Select which categories in your App Stack you wish to add Automate.io to:
- Integration Tools
Automate.io
Workflow integration software.
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BeanBox
Select which categories in your App Stack you wish to add BeanBox to:
- Cash Flow Forecasting
- Reporting & Dashboards
BeanBox
Instantly forecast your monthly income from Xero repeating invoices
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BrightPay
Select which categories in your App Stack you wish to add BrightPay to:
- Payroll
BrightPay
BrightPay is the perfect tool for accountants to manage their payroll clients, with time saving and automation features for accountants.
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Calendly
Select which categories in your App Stack you wish to add Calendly to:
- Appointment Scheduling & Online Booking
Calendly
Appointment scheduling software
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Calxa
Select which categories in your App Stack you wish to add Calxa to:
- 3-Way Forecasting
- Cash Flow Forecasting
- Reporting & Dashboards
Calxa
Integrated 3-way forecasting, KPIs and group consolidations
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Capium
Select which categories in your App Stack you wish to add Capium to:
- Accounts & Tax Production
- AML
- CRM
- Payroll
- Practice Management
Capium
Holistic cloud-based accounting software, inherently Making Tax Digital.
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Carbon Analytics
Select which categories in your App Stack you wish to add Carbon Analytics to:
- Reporting & Dashboards
Carbon Analytics
Carbon Footprint Your Business with Xero Automated, Accurate, Affordable. Understand your footprint, Reduce impact, Earn certification, Share progres...
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Cashplus
Select which categories in your App Stack you wish to add Cashplus to:
- Banking
- Expense Management
Cashplus
Prepaid MasterCards and current accounts
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Cledara
Select which categories in your App Stack you wish to add Cledara to:
- Expense Management
- Subscription Management
Cledara
See all your software in one place. Finally. Cledara is the platform to discover, buy and manage all your software subscriptions.
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Clockify
Select which categories in your App Stack you wish to add Clockify to:
- Time Tracking
Clockify
Clockify is a time tracker and timesheet app that lets you track work hours across projects
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Cognito Forms
Select which categories in your App Stack you wish to add Cognito Forms to:
- Forms
Cognito Forms
Online form builder.
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Comma
Select which categories in your App Stack you wish to add Comma to:
- Payment Management
Comma
Set up, share, and initiate bulk payments for bills, taxes, and salaries.
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Compleat
Select which categories in your App Stack you wish to add Compleat to:
- Approval Automation
- Purchase Management
- Receipt & Invoice Processing
Compleat
Accounts payable and purchasing automation
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CreDec Virtual Account
Select which categories in your App Stack you wish to add CreDec Virtual Account to:
- Payment Management
CreDec Virtual Account
Seamless, secure integration of all accounting and payroll applications with online banking
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Crezco
Select which categories in your App Stack you wish to add Crezco to:
- Receive Payments
Crezco
Free, instant bank payments for small businesses.
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CustomerSure
Select which categories in your App Stack you wish to add CustomerSure to:
- CRM
CustomerSure
Customer feedback simplified. CustomerSure automatically checks for satisfaction when you send out invoices from Xero.
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Cyfe
Select which categories in your App Stack you wish to add Cyfe to:
- Reporting & Dashboards
Cyfe
All-in-one business dashboards
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Databox
Select which categories in your App Stack you wish to add Databox to:
- Reporting & Dashboards
Databox
Cloud-based business analytics platform
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Datamolino
Select which categories in your App Stack you wish to add Datamolino to:
- Receipt & Invoice Processing
Datamolino
Accounts payable bookkeeping automation
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Dodo
Select which categories in your App Stack you wish to add Dodo to:
- Reporting & Dashboards
Dodo
The fastest, easiest way to calculate & reduce emissions
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DryRun
Select which categories in your App Stack you wish to add DryRun to:
- Cash Flow Forecasting
DryRun
Cash flow forecasting software
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EMAsphere
Select which categories in your App Stack you wish to add EMAsphere to:
- Cash Flow Forecasting
- Reporting & Dashboards
EMAsphere
Analysis and forecasting platform
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Entryless
Select which categories in your App Stack you wish to add Entryless to:
- Receipt & Invoice Processing
Entryless
Bill automation software
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ExpenseOnDemand
Select which categories in your App Stack you wish to add ExpenseOnDemand to:
- Expense Management
ExpenseOnDemand
The app enables you to claim & approve expenses anytime anywhere. Finance can log into our portal make payments, transfer data & download rep...
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ezyCollect
Select which categories in your App Stack you wish to add ezyCollect to:
- Credit Control
ezyCollect
Streamline your invoice-to-payment process so your customers can pay faster.
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Flagship Reporting
Select which categories in your App Stack you wish to add Flagship Reporting to:
- Reporting & Dashboards
Flagship Reporting
Dashboards and management reports integrated with your accounting data.
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FlowRev
Select which categories in your App Stack you wish to add FlowRev to:
- Accounts & Tax Production
FlowRev
Cost and deferred revenue recognition software
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FreeAgent
Select which categories in your App Stack you wish to add FreeAgent to:
- Accounts & Tax Production
- Expense Management
- Payroll
- Time Tracking
FreeAgent
Award-winning accounting software for small businesses
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giniPredict
Select which categories in your App Stack you wish to add giniPredict to:
- 3-Way Forecasting
- Reporting & Dashboards
giniPredict
giniPredict runs AI-powered forecasts and key driver analysis on your data in under 5 minutes.
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Google Drive
Select which categories in your App Stack you wish to add Google Drive to:
- Document Management
Google Drive
File storage and synchronization service
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Google Forms
Select which categories in your App Stack you wish to add Google Forms to:
- Forms
Google Forms
Survey administration app
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Helm
Select which categories in your App Stack you wish to add Helm to:
- Cash Flow Forecasting
Helm
Automated cash management
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HooYu
Select which categories in your App Stack you wish to add HooYu to:
- AML
HooYu
Identity verification and fraud investigation service
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HR Partner
Select which categories in your App Stack you wish to add HR Partner to:
- HR
HR Partner
HR Software
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HubSpot
Select which categories in your App Stack you wish to add HubSpot to:
- CRM
HubSpot
Sales and and marketing CRM
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Inbound Accounts
Select which categories in your App Stack you wish to add Inbound Accounts to:
- Integration Tools
Inbound Accounts
HubSpot to Xero integration tool
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Integromat
Select which categories in your App Stack you wish to add Integromat to:
- Integration Tools
Integromat
Integromat lets you connect apps and automate workflows in a few clicks. Move data between apps without effort so you can focus on growing your busin...
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InView
Select which categories in your App Stack you wish to add InView to:
- Reporting & Dashboards
InView
Manage invoices and bills directly from your calendar.
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InvoiceThis
Select which categories in your App Stack you wish to add InvoiceThis to:
- Integration Tools
InvoiceThis
Salesforce and Xero connector
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iplicit
Select which categories in your App Stack you wish to add iplicit to:
- Cash Flow Forecasting
- Expense Management
- Job & Project Management
- Purchase Management
- Reporting & Dashboards
- Sales Ordering
- Time Tracking
iplicit
Providing greater flexibility and enhanced levels of reporting, iplicit integrates with other cloud applications and offers a seamless migration path...
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itsettled
Select which categories in your App Stack you wish to add itsettled to:
- Credit Control
itsettled
itsettled is a fully automated, legally compliant cashflow & credit management platform that collects your invoices fast, reduces risk, and impro...
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Iwoca
Select which categories in your App Stack you wish to add Iwoca to:
- Financial Services
Iwoca
Business finance platform
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Jirav
Select which categories in your App Stack you wish to add Jirav to:
- 3-Way Forecasting
- Cash Flow Forecasting
- Reporting & Dashboards
Jirav
All-in-one financial planning and analysis solution that maximizes the collaborative value of forecasting, budgeting, reporting, and analytics
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JotForm
Select which categories in your App Stack you wish to add JotForm to:
- Forms
JotForm
Online form builder
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Klipfolio
Select which categories in your App Stack you wish to add Klipfolio to:
- Reporting & Dashboards
Klipfolio
Reporting and dashboard software
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Latechaser
Select which categories in your App Stack you wish to add Latechaser to:
- Payment Management
- Receive Payments
Latechaser
Add late fees and interest to your Xero invoices, effortlessly. Stress free cash-flow is only a few clicks away Latechaser will help you get your inv...
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Late Fee Manager
Select which categories in your App Stack you wish to add Late Fee Manager to:
- Credit Control
Late Fee Manager
Automated late fees for quickbooks and xero
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LeaveCal by Finlert
Select which categories in your App Stack you wish to add LeaveCal by Finlert to:
- HR
- Payroll
LeaveCal by Finlert
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Libeo
Select which categories in your App Stack you wish to add Libeo to:
- Payment Management
Libeo
The surprisingly simple way to centralise and pay invoices. For all businesses.
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Lightyear
Select which categories in your App Stack you wish to add Lightyear to:
- Approval Automation
- Purchase Management
- Receipt & Invoice Processing
Lightyear
Purchasing & Accounts Payable automation with the world's only 3-way line-item matching.
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Lola
Select which categories in your App Stack you wish to add Lola to:
- Expense Management
Lola
How 1 to 10 person finance teams save time on budgets, travel, and expenses
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Mailchimp
Select which categories in your App Stack you wish to add Mailchimp to:
- CRM
Mailchimp
Web-based email marketing automation service
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MMC Receipt
Select which categories in your App Stack you wish to add MMC Receipt to:
- Expense Management
- Receipt & Invoice Processing
MMC Receipt
MMC Receipt is the most cost effective and accurate app in receipt processing space.
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Modulr
Select which categories in your App Stack you wish to add Modulr to:
- Payment Management
Modulr
An API payments infrastructure allowing you to efficiently automate and embed payments
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MyDocSafe
Select which categories in your App Stack you wish to add MyDocSafe to:
- AML
- Approval Automation
- Document Management
- Forms
- Payroll
- Practice Management
- Proposal & Quoting
MyDocSafe
Automate customer interactions: Electronic signature, client portals and document workflow automation.
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Nimbla
Select which categories in your App Stack you wish to add Nimbla to:
- Financial Services
Nimbla
Protect your clients against insolvent customers with Nimbla invoice insurance
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OneDrive
Select which categories in your App Stack you wish to add OneDrive to:
- Document Management
OneDrive
Document hosting
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PandaDoc
Select which categories in your App Stack you wish to add PandaDoc to:
- Proposal & Quoting
PandaDoc
Document automation software
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PayDashboard
Select which categories in your App Stack you wish to add PayDashboard to:
- Payroll
PayDashboard
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PayFit
Select which categories in your App Stack you wish to add PayFit to:
- HR
- Payroll
PayFit
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PayPal
Select which categories in your App Stack you wish to add PayPal to:
- Financial Services
- Receive Payments
PayPal
PayPal Commerce Platform is a comprehensive solution designed to help serve the needs of your business and your customers, whether you’re just gettin...
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Pento
Select which categories in your App Stack you wish to add Pento to:
- Payroll
Pento
Cloud-based payroll software
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Procurify
Select which categories in your App Stack you wish to add Procurify to:
- Approval Automation
- Purchase Management
Procurify
Spend management, purchasing, and procurement software platform.
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Pry
Select which categories in your App Stack you wish to add Pry to:
- Reporting & Dashboards
Pry
Financial planning and forecasting for startups and SMBs
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Quikk
Select which categories in your App Stack you wish to add Quikk to:
- Audit
Quikk
Automatically monitor and backup your Xero account updates with Quikk's powerful audit trail system
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Revolut
Select which categories in your App Stack you wish to add Revolut to:
- Banking
- Payment Management
Revolut
Control your payments, company cards, expenses, and more from one place. Pay abroad like a local with no hidden fees.
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SATFX
Select which categories in your App Stack you wish to add SATFX to:
- Foreign Currency
- Receive Payments
SATFX
SAT FX Online was created to enable users to manage their currency payments and receipts in a simpler, more efficient and cost effective manner.
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SmartVault
Select which categories in your App Stack you wish to add SmartVault to:
- Document Management
SmartVault
Cloud-based document storage and secure file transfer solution
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Spendesk
Select which categories in your App Stack you wish to add Spendesk to:
- Expense Management
Spendesk
Help clients take control of spending with smart company cards, expense reimbursements, invoice management and automated accounting — all in one plac...
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Staffology
Select which categories in your App Stack you wish to add Staffology to:
- Payroll
Staffology
Cloud Payroll software
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Stripe
Select which categories in your App Stack you wish to add Stripe to:
- Receive Payments
- Subscription Management
Stripe
Online payments and subscriptions
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SuiteFiles
Select which categories in your App Stack you wish to add SuiteFiles to:
- Document Management
SuiteFiles
SuiteFiles is time-saving document management software you can use to store, share and sign documents your way!
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SyncHub
Select which categories in your App Stack you wish to add SyncHub to:
- Integration Tools
SyncHub
Data sync tool and dashboard
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TaxJar
Select which categories in your App Stack you wish to add TaxJar to:
- Accounts & Tax Production
TaxJar
Sales tax compliance software
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Telleroo
Select which categories in your App Stack you wish to add Telleroo to:
- Payment Management
Telleroo
Telleroo is your hub for making instant payments, eliminating errors and the payment anxiety that comes with it.
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Transferwise
Select which categories in your App Stack you wish to add Transferwise to:
- Financial Services
- Payment Management
Transferwise
Online money transfer service
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TravelBank
Select which categories in your App Stack you wish to add TravelBank to:
- Expense Management
TravelBank
The all-in-one expense, travel, and card solution.
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TravelPerk
Select which categories in your App Stack you wish to add TravelPerk to:
- Expense Management
TravelPerk
Business travel that works for the whole business
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Tray.io
Select which categories in your App Stack you wish to add Tray.io to:
- Integration Tools
Tray.io
Integrate your software applications using powerful automated workflows
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Veem
Select which categories in your App Stack you wish to add Veem to:
- Payment Management
- Receive Payments
Veem
Free domestic business payments anywhere in the United States combined with Veem’s secure, efficient, and affordable global payments network
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Veriphy
Select which categories in your App Stack you wish to add Veriphy to:
- AML
Veriphy
AML, People & Company Checking software.
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Vistr
Select which categories in your App Stack you wish to add Vistr to:
- Cash Flow Forecasting
Vistr
Cashflow Forecasting
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Workato
Select which categories in your App Stack you wish to add Workato to:
- Integration Tools
Workato
Workflow integration software
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World First
Select which categories in your App Stack you wish to add World First to:
- Ecommerce
- Foreign Currency
- Payment Management
World First
WorldFirst saves SMEs time & money making International payments, hedging currency exposure and opening local currency accounts in 10 markets.
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Xapsys CRM
Select which categories in your App Stack you wish to add Xapsys CRM to:
- CRM
- Reporting & Dashboards
Xapsys CRM
Intuitive cloud based CRM that seamlessly integrates with your accounting software.
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Xero Payroll
Select which categories in your App Stack you wish to add Xero Payroll to:
- Payroll
Xero Payroll
Payroll software
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Zapier
Select which categories in your App Stack you wish to add Zapier to:
- Integration Tools
Zapier
Connect apps and automate processes
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