Dynac is for all types of businesses, including pre-revenue and multi-national publicly traded firms, and it serves small to mid-sized companies. Key features include ad hoc reporting, cash flow management, data visualization, forecasting, financial analysis, general ledger, and account charts.
Pilot is a general ledger and enterprise accounting software designed to help startups and small businesses manage bookkeeping, taxes, and other financial processes. Administrators can file various income taxes including federal, state, and local & receive status updates regarding fillings in real
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.
Discover a better, less stressful and more streamlined way to analyze and get insights from your financial data. Phocas Financial Statements provides a new approach to financial planning and analysis that is more collaborative and helps answer important business questions on the fly.
Windward Core is a document generation system designed to help organizations create various custom documents such as contracts, loan agreements, proposals, HR letters, and more. It enables professionals to design personalized templates using Microsoft Word and store them in a centralized repository.
Finance and business leaders use Planwhiz to move away from Excel to spend more time scaling the business. Administrators can utilize the platform to forecast cash flows, plan scenarios, consolidate departmental data input, and manage subscriptions.
Redwood Finance Automation is a cloud-based software designed to help businesses manage cash flow, procure to pay, asset accounting, and other financial operations via a unified portal. The platform enables organizations to create and establish automated workflows to link and handle multiple tasks like review cycles, approvals, metadata management, and more.
Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.
Fuel combines a proprietary financial tech platform with finance and accounting professionals who analyze clients’ data and offer insights. It is a financial management solution in the cloud for startups, especially eCommerce businesses. We provide accounting, financial reporting, analysis, unit economics, projections, market analysis, and more to help business owners make good decisions.
CloudBlue supports the entire business lifecycle, from lead generation to contract renewal. It is designed specifically for software and services businesses, automating business functions in a single platform available on the cloud. It includes integrated time tracking systems and automated billing
Airbase is a cloud-based spend management solution designed to help businesses with spend control, bill payments, accounting automation, and real-time reporting. The software offers virtual and corporate cards that enable employees to make purchases while complying with company policies.
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
Ecount ERP is a fully integrated, web-based accounting, inventory, sales, purchasing and production management software for small and mid-sized businesses. The enterprise resource planning (ERP) tool allows users to manage all aspects of their business, both front and back office, from one platform.
An all-in-one cloud-based Planning, Budgeting, Forecasting, Reporting, and Dashboarding software solution built to eliminate slow, manual planning processes, and accelerate stronger strategic financial insights. Purpose-built for growth companies, accounting firms, and VC-funded companies.
Finalyzer, a web-based Financial Reporting software, helps Consolidate financial and management reports.
It is a Financial Dash-boarding, MIS automation & consolidation tool. It allows multi-level consolidation, handling currency translation, period differences, inter-company eliminations and more.
Stratify provides the next-generation of cloud budgeting, forecasting, and reporting solutions, designed to enable finance teams to be more strategic and engage stakeholders across the organization in a continuous planning process.