Finance & Accounting AI Solutions
Financial Planning & Analysis (107)
| Solution | Provider | Description |
|---|---|---|
| Abacum | Abacum | The AI-native FP&A platform built for finance teams. |
| Altair RapidMiner | Altair | A powerful data analytics and AI platform for connecting siloed data, unlocking insights, and accelerating innovation. |
| ApprovalMax | ApprovalMax | Automate smarter. Approve faster. Streamline financial controls with confidence. |
| BluIQ by BluJay | Blu | Real-time, actionable supply chain data and insights in a configurable visual dashboard. |
| Board | Board | The Enterprise Planning Platform: Plan smarter, transform faster, and build a competitive edge. |
| Budgeting and Forecasting Solution | Aleph | AI-native FP&A software & data management for finance teams. |
| Cake Equity | Cake Equity | Simplify equity management, motivate your team, and accelerate growth. |
| Cap Table Management | Capboard | Simplify equity management, cap tables, and ESOPs for startups and scaleups. |
| Capboard | Capboard | Simplify equity management, fundraising, and investor relations for startups. |
| Capdesk | Capdesk | Simplify multi-jurisdictional equity management from seed to IPO with a single platform. |
| Captable.io | Captable.io | Simplify cap table management and equity modeling for startups, for free. |
| CCH Tagetik Intelligent Platform | CCH Tagetik | Drive corporate performance with AI-powered financial planning, consolidation, and reporting. |
| Certent Disclosure Management | Insightsoftware | Automate and streamline financial reporting and disclosure processes with confidence. |
| CoinTracker | CoinTracker | Simplify crypto taxes and track your portfolio with ease. |
| Corcentric | Corcentric | Proven results. Built together. |
| Coupa | Coupa Software Incorporated | AI-Native Total Spend Management: Make Margins Multiply™. |
| Credit Karma | intuit | Your free guide to better credit and smarter financial decisions. |
| Cube | Cube | The AI-powered financial intelligence platform that supercharges FP&A teams. |
| Data Apps & Dashboards | Deepnote | Transform notebooks into interactive dashboards and data apps for insights & decision-making. |
| Data Explorer | Kustomer IQ | Turn customer data questions into insights with natural language querying. |
| Datarails | Datarails | Supercharge Excel for FP&A with AI-powered automation and insights. |
| Drake Tax | Drake Tax | Trusted tax software for professionals offering efficient IRS-compliant solutions. |
| Drivetrain | Drivetrain | Accelerate budgeting, reporting, and forecasting with AI-native autonomous FP&A. |
| E*TRADE Equity Edge Online | E*TRADE Corporate Services | Streamline equity compensation management with flexible, accurate, and auditable solutions. |
| Equity Plans (ESOP) | Capboard | Digitize and manage employee stock option plans (ESOPs) for startups and scaleups. |
| Equity Valuation Center | Equilar | Determine the present value of market-based awards and make data-driven decisions. |
| EquityList | EquityList | One-stop shop for equity & shareholder management for global businesses. |
| Eqvista | Eqvista | Redefining private market valuations and equity management. AI-powered, human-delivered. |
| Estate Planning Software | Holistiplan | Simplify and scale estate planning for financial advisors. |
| ExecAtlas | Equilar | Real-time relationship intelligence to power executive engagement and accelerate deal flow. |
| Extended Planning | CCH Tagetik | Connect finance, operations, HR, supply chain, and sales plans for comprehensive extended planning. |
| Fidelity Stock Plan Services | Fidelity Stock Plan Services | Streamlined equity compensation management for companies and their employees. |
| Figured | MYOB | Cloud-based farm financial management for dynamic reporting and performance insights. |
| Financial Model Automation Platform | Aleph | AI-native FP&A platform to automate financial models and streamline data workflows. |
| Financial Modeling Services | Slidebean | Expert financial modeling services and templates for startups to plan funding, track runway, and forecast revenue. |
| Financial Planning and Analysis Software | Holistiplan | Simplify and scale financial planning for taxes, insurance, and estates. |
| Fishbowl AI Insights | Fishbowl Warehouse | Get on-demand business data, analytics, and actionable insights instantly with AI. |
| Fraxion | Fraxion | Powerful procure-to-pay software for proactive spend management and operational efficiency. |
| FreeTaxUSA | freetaxusa | File your federal taxes for free, regardless of your tax situation. |
| Funding Simulations | Capboard | Simulate funding rounds, manage equity, and prepare for investment with comprehensive tools. |
| Fundraising | Pulley | Model fundraising scenarios, issue SAFEs, and manage capital transactions. |
| IBM Planning Analytics | IBM | Unify business planning with AI-powered insights and real-time analysis. |
| Infor Birst | Infor | Connects data across the enterprise to drive smarter decision-making. |
| Infor CloudSuite ERP | Infor | Industry-specific cloud ERP solutions for finance, supply chain, and manufacturing. |
| Insights | Balto | Quantify call patterns to drive business decisions and improve contact center performance. |
| Integrated Business Planning (IBP) | o9 Solutions | Unifies demand, supply, and financial planning on a single platform for optimal decision-making. |
| Intuit ProSeries | intuit | Streamline tax preparation, boost accuracy, and enhance client service for accounting firms. |
| Investor Finder | Slidebean | Weekly investor matches and a CRM to streamline your fundraising efforts. |
| Jirav | Jirav | All-in-one financial planning, budgeting, forecasting, and reporting. |
| JustPerform | Insightsoftware | AI-powered financial planning platform with visual analytics and operational planning capabilities. |
Financial Close & Accounting (76)
| Solution | Provider | Description |
|---|---|---|
| Account Reconciliation | Trintech | Standardize, automate, and govern account reconciliations end-to-end with AI. |
| Accounting CS | Thomson Reuters (Practical Law) | Comprehensive accounting software for professional accountants and CPA firms. |
| Accounting Seed | Accounting Seed | Unified accounting on Salesforce for seamless CRM integration and real-time financial insights. |
| Acumatica | Acumatica | Adaptable Cloud ERP for Growing Businesses: Unify Operations, Drive Growth. |
| Acumatica Financial Management | Acumatica Tax Management | Automate core accounting, gain real-time insights, and integrate financial operations for comprehensive control. |
| Aura AI by Rillet | Rillet | AI-powered assistant for general ledger insights and close automation. |
| BlackLine | BlackLine | Achieve Unstoppable Finance with Intelligent Automation and Real-Time Insights. |
| Bookkeeping hub | TaxDome | Centralized bookkeeping for accounting firms, integrated with client GLs. |
| Botkeeper Infinite | Botkeeper | Automated bookkeeping solution for accounting firms, powered by AI and direct platform control. |
| Cadency | Trintech Adra | The leading end-to-end platform for Record to Report processes, built for large enterprises. |
| ChatFin Open Source | ChatFin | Open-source components for building secure, AI-powered finance connectors and execution patterns. |
| Cygnet Invoicing Tool | Cygnet Tax Tech | Streamline GST-compliant invoicing and accounting with minimal manual effort. |
| Digits AI Bookkeeping | Digits | AI-native accounting platform for 24/7 automated categorization, real-time reconciliations, and financial clarity. |
| Domínio Sistemas | Thomson Reuters Corporation | Comprehensive accounting and tax solutions for the Brazilian market. |
| Drake Accounting | Drake Tax | Comprehensive accounting, payroll, and bookkeeping software for small businesses and professional accountants. |
| DualEntry | DualEntry | The AI-native ERP platform for modern finance teams, automating accounting and accelerating growth. |
| DualEntry General Ledger Software | DualEntry | AI-powered ERP for finance automation, real-time insights, and 90% task reduction. |
| Embedded AI Accounting API | Open Ledger | Embed AI-powered accounting into your SaaS for automated workflows and connected financial data. |
| Employee Stock Purchase Plans (ESPPs) Administration | Fidelity Stock Plan Services | Comprehensive recordkeeping and administration for your company's Employee Stock Purchase Plans. |
| Febi.ai Cloud Accounting Software | Febi AI | AI-powered cloud accounting for automated bookkeeping, invoicing, and expense management. |
| Febi.ai Paperless Bookkeeping | Febi AI | AI-powered paperless bookkeeping for real-time financial insights. |
| Financial Close & Consolidation | CCH Tagetik | AI-powered platform to accelerate and streamline financial close and consolidation. |
| Financial Close Automation | Trintech | Automate and streamline the entire financial close process, improving accuracy and reducing risk. |
| FloQast | FloQast | The Accounting Transformation Platform for audit-ready finance teams. |
| FreshBooks | freshbooks | Cloud-based accounting software for small businesses and freelancers. |
| FreshBooks Payroll | freshbooks | Simplifies payroll, tax filing, and team payments for small businesses. |
| Frontier | Trintech Adra | Automate account reconciliation, certification, and financial close tasks for all transaction types. |
| GAAP Software Capitalization Reporting | TaxCredit.ai | Automate GAAP software capitalization reporting using dev data from GitHub, GitLab, and Azure DevOps. |
| Infor CloudSuite Financials | Infor CloudSuite Procurement | Comprehensive cloud financial management for general ledger, AP, AR, and budgeting. |
| Intercompany Accounting | BlackLine | Automate and streamline intercompany accounting from transaction to settlement. |
| Journal Entry Automation | BlackLine | Automate and streamline journal entry creation, validation, and posting for efficiency and control. |
| Kashoo | Kashoo | The World's Simplest Accounting Software for Small Businesses. |
| Kashoo Payroll | Kashoo | Streamlined payroll for small businesses with flexible support. |
| Less Accounting | Less Accounting | Simple bookkeeping software for freelancers and small businesses to minimize accounting overhead. |
| Microsoft Dynamics 365 Finance | Microsoft | Improve financial agility, control, and insight with AI-powered automation. |
| Multi-entity & Accounting Consolidation Software | Rillet | AI-native ERP for multi-entity accounting consolidation, unifying revenue, invoicing, and payments. |
| MYOB AccountRight Plus | MYOB | Advanced accounting software for small to medium businesses with inventory and payroll. |
| MYOB Business | MYOB | Simplify your finances, automate tasks, and gain insights to grow your business. |
| MYOB Lite | MYOB | Essential accounting software for small businesses and tradies. |
| MYOB Pro | MYOB | Streamlined accounting software for small businesses to manage finances efficiently. |
| MYOB Solo | MYOB | All-in-one mobile app for sole traders to manage admin, banking, and payments. |
| NetSuite | Oracle Corporation | Comprehensive cloud ERP, CRM, and e-commerce for business management. |
| NetSuite ERP | Oracle Netsuite | All-in-one, AI-powered cloud ERP for unified business management and automated core processes. |
| Oracle Fusion Cloud Financials | Oracle | Financial management innovation with built-in AI for global organizations. |
| Oracle NetSuite Implementation & Management | Humanica | Expert implementation & ongoing management for Oracle NetSuite, your cloud ERP & accounting solution. |
| Outsourced Accounting Services | Zeni | AI-powered outsourced accounting with expert support for startups and enterprises. |
| Quantios Alchemy | Quantios | Empowering Trust and Corporate Services providers with SaaS and AI for efficient, compliant administration. |
| QuickBooks | intuit | Simplify accounting & bookkeeping workflow for small businesses. |
| QuickBooks Desktop Enterprise | Intuit (QuickBooks) | Advanced accounting, inventory, and reporting for growing businesses. |
| QuickBooks Online | Intuit (QuickBooks) | Smart tools. Better business. Save time and grow with integrated tools, AI automation, and trusted experts. |
Audit & Compliance (52)
| Solution | Provider | Description |
|---|---|---|
| 409A Valuation Services | Eqvista | Affordable, audit-ready, and IRS-compliant 409A valuations for private companies and startups. |
| Account Substantiation | BlackLine | Streamline and automate account substantiation for enhanced accuracy and compliance. |
| Accurate | Trintech Adra | Comprehensive, end-to-end solution for financial governance and compliance. |
| Actimize IFM solution | NICE Actimize Ltd. | AI-powered AML and Fraud solutions to monitor transactions, ensure compliance, and stop financial crime fast. |
| AI and Automation Platform | Black Ore | AI tax prep platform for CPAs, automating 1040 preparation. |
| AuditBoard | AuditBoard | Unite audit, risk, and compliance on a single, AI-powered platform. |
| BILL API Platform | bill | Automate financial workflows and integrate with BILL's trusted B2B payments platform. |
| Board Meeting Management | Capboard | Streamline board meetings and equity management for startups and scale-ups. |
| Capital Solutions | Computershare | Fast, reliable restricted stock and transaction services for high-value deals. |
| Capital Transactions | Pulley | Manage equity and token liquidity events with control. |
| Carta 409A Valuation Services | Carta | Streamlined 409A valuations for compliant equity management. |
| Carta Launch | Carta | Free cap table software and startup tools for early-stage founders. |
| Carta Liquidity Solutions | Carta | Streamline tender offers, block trades, secondary auctions, and private-to-public transitions. |
| Code Insights | Sourcegraph | AI-powered code analytics for engineering teams to monitor and understand codebase changes. |
| Compliance | Pulley | Streamline equity management and compliance for growing companies. |
| Compliance Services | Eqvista | Streamline equity administration and stay audit-proof with IRS-compliant financial reporting. |
| Corporate Trust | Computershare | Expert trustee, agency, and structured debt solutions for complex transactions. |
| D3.js | Observable | The JavaScript library for bespoke data visualization, offering unparalleled flexibility. |
| EY Atlas | EY | Cloud-based platform for comprehensive accounting and auditing content and research. |
| Fraud Prevention Suite | Veryfi | AI-powered fraud detection for financial documents and fintech workflows. |
| GoFileRoom | Thomson Reuters (Practical Law) | Cloud-based document management and workflow automation for tax and accounting professionals. |
| Investor Centre | Computershare | Manage your share portfolio with an intuitive online experience. |
| KSA E-invoicing | Cygnet Tax Tech | Streamline KSA e-invoicing, ensure ZATCA compliance, and automate invoice processing. |
| Lexis WinDeed | LexisNexis | South Africa's leading search tool for comprehensive property, person, and company information. |
| LexisNexis Risk Solutions | LexisNexis | Data-driven insights for risk management, fraud prevention, and compliance. |
| Loss Databases | Zywave | Comprehensive loss databases for P&C insurers to analyze risk and inform underwriting. |
| Market IQ Suite | Gatekeeper (Contract & Vendor Management) Ltd | Monitor third-party risk with live data, continuous monitoring, and credit rating alerts. |
| Mitratech Prevalent | Mitratech Holdings, Inc. | AI-powered Third-Party Risk Management for comprehensive vendor risk assessment and remediation. |
| NICE Actimize | NICE CXone | AI-driven financial crime prevention and compliance solutions for financial institutions. |
| NICE Vision | NICE Actimize Ltd. | AI-powered financial crime and compliance surveillance for proactive risk management. |
| OfficeTools | Abacus Data Systems, Inc. | Comprehensive practice management software for accounting firms, streamlining projects, clients, staff, and billing. |
| Payroll | SAG Infotech | Comprehensive payroll and employee management software for streamlined HR operations and compliance. |
| Payroll Software | SAG Infotech | Comprehensive payroll software for managing salaries, attendance, and compliances for businesses of all sizes. |
| Proto | block | Decentralizing bitcoin mining with integrated systems and open-source services. |
| Quantios 5Series | Quantios | Automated efficiency, compliance monitoring, and robust data security for wealth managers. |
| Quantios Core (QCore) | Quantios | Modernizing operational systems for Trust & Corporate Service Providers with SaaS-native entity management. |
| Quantios NavOne | Quantios | Comprehensive back office solution for TCSPs, ensuring compliance and data governance. |
| Regulatory Solutions | CCH Tagetik | Streamline financial compliance and regulatory reporting with intelligent solutions. |
| Risk Module | Gatekeeper (Contract & Vendor Management) Ltd | Proactive supplier risk management with automated scoring and escalation workflows. |
| Risk Reinsurance | Aon | Comprehensive risk and reinsurance solutions for complex challenges and capital optimization. |
| Spend Analysis | Coupa | Automate financial operations with Agentic AI for accelerated spend analysis, comprehensive visibility, and audit readin... |
| Taxdoo API | Taxdoo | Automate tax compliance and accounting integration for e-commerce. |
| TeamMate | Wolters Kluwer | The world's leading audit management software, empowering audit departments of all sizes. |
| TeamMate+ Controls | Wolters Kluwer | Comprehensive internal controls management for compliance and risk mitigation. |
| Transfer Agent Services | Computershare | Industry-leading transfer agent services for managing shareholder records and stock transfers. |
| Trullion Audit Automation | Trullion | Automate audit and lease accounting workflows with AI. |
| U-Analyze | Uniphore | Automated quality management and advanced analytics for contact centers, turning interactions into actionable insights. |
| Unify | WTW | Enterprise-wide integration, automation, and governance for the insurance industry. |
| Verint Central Data Services (CDS) | Verint | Strengthens intelligence, streamlines investigations, and combats fraud for financial institutions. |
| Verint EdgeVMS | Verint | Enterprise-class video management, recording, and analytics for financial institutions. |
Accounts Payable Automation (43)
| Solution | Provider | Description |
|---|---|---|
| Accounts Payable Automation Software | Esker | Automate accounts payable with AI-driven invoice processing and payment. |
| AP 3-Way Auto-Match | BirchStreet Systems | Accelerated Invoice Processing for Streamlined Accounts Payable. |
| AP Automation | Accounting Seed | Optimizes accounts payable processes and payments within a single platform. |
| AP Automation Software | Coupa | Automate accounts payable to cut costs, prevent fraud, and optimize working capital. |
| AvidXchange | AvidXchange | Automate Accounts Payable and Payments for the Mid-Market. |
| B2B Electronic Payments | PaymentWorks | Modernize and secure B2B electronic payments, leveraging ACH and virtual cards for efficiency. |
| BILL Accounts Payable | bill | Automate and streamline accounts payable processes with AI-enhanced efficiency. |
| Bill Pay | Brex | Automate invoice entry, approvals, and payments with AI. |
| BILL Supplier Payments Plus | bill | Automate cash application for enterprise suppliers, integrating with existing tools. |
| Bill.com | bill | Automate and control your business with an integrated financial operations platform. |
| BirchStreet Pay | BirchStreet Systems | Streamline electronic payments and payment processing within your procure-to-pay workflow. |
| Cin7 Pay | DEAR | Seamless embedded payments for Cin7 Core, offering flexible and secure options like credit cards, ACH, and digital walle... |
| Coupa E-Invoicing | Coupa Software Incorporated | Streamline global e-invoicing and tax compliance with Coupa's integrated platform. |
| Coupa Invoice Automation | Coupa Software Incorporated | Automate invoice processing for improved efficiency, compliance, and financial control. |
| Coupa Pay | Coupa Software Incorporated | Unify purchasing, AP, and digital payments with automated controls and AI-driven insights. |
| DATAFlow | Trintech Adra | Automates high-volume transaction data ingestion for financial reconciliation and matching. |
| Digits Bill Pay | Digits | Accounts payable automation made brilliant with AI for businesses. |
| Drake Pay | Drake Tax | Secure, efficient payment processing for tax professionals. |
| E-invoicing solution | Pagero Network | Send and receive compliant electronic invoices globally through the Pagero Network. |
| Electronic Invoice Presentment and Payment (EIPP) Software | HighRadius | Simplifies invoicing and payment processes by offering seamless integration with banks and ERPs globally. |
| Esker on Demand | Esker | Automate business documents and information exchange in the cloud for enhanced efficiency. |
| Febi.ai Accounts Payable Software | Febi AI | AI-powered software to automate accounts payable, streamline finance, and ensure compliance. |
| HighRadius | HighRadius | Autonomous Finance for the Office of the CFO, powered by Agentic AI. |
| Invoice-to-Cash | BlackLine | Automate and unify the entire invoice-to-cash process for faster payments. |
| Keka Billing Software | Keka | Automate invoicing, timesheet billing, GST compliance, and real-time payment tracking. |
| Managed Accounts Receivable Solutions | Corcentric | Boost cash flow, reduce risk, and streamline AR with expert-backed technology. |
| Managed Services Solutions | Corcentric | Streamline AP, AR, & procurement with expert support, scalable tech, & improved cash flow. |
| Medius Accounts Payable Automation Software | Medius | Streamline accounts payable with automated invoice capture, processing, and payment. |
| Medius Payments | Medius | Automate and optimize supplier payments for efficiency, cost savings, and enhanced security. |
| Melio | Melio | Simplify business payments: Pay and get paid with ease. |
| Multi-Modal Data Extraction APIs | Veryfi | Automate invoice and line item categorization with AI-powered multi-modal data extraction APIs. |
| Payhawk Accounts Payable | Payhawk | Automate accounts payable workflows and vendor management for streamlined finance. |
| Routable | Routable | A smarter way to scale accounts payable. |
| SafePay | Guru | Secure payment protection system holding funds in escrow for freelance projects. |
| Stampli | Stampli | The #1 procure-to-pay platform with AI-powered accounts payable automation. |
| Stampli AP Automation Platform | Stampli | AI-powered AP automation for streamlined invoice management, approvals, and payments. |
| Tradeshift AP Automation | tradeshift | Automate accounts payable to cut costs, boost efficiency, and streamline finance operations. |
| Tradeshift Supply Chain Payments | tradeshift | Streamline global supply chain payments and automate accounts payable processes. |
| Vic.ai | Vic.ai | AI-first autonomous finance for unmatched AP accuracy and efficiency. |
| VicAnalytics™ | Vic.ai | AI-powered AP analytics for essential visibility, advanced insights, and enterprise intelligence. |
| VicInbox™ | Vic.ai | AI-powered AP inbox for smarter vendor communication and seamless invoice processing. |
| Yooz | Yooz | The most intelligent AI-powered AP automation platform for Lean Financial Operations. |
| Zip | Zip | The AI-powered single front door for all business purchasing needs. |
Expense Management (42)
| Solution | Provider | Description |
|---|---|---|
| Afterpay | block | Shop now, pay later in interest-free installments with no hidden fees. |
| AppZen | AppZen | AI-powered finance automation for autonomous AP and expense management. |
| Bill Payments+ | airbase | Unified platform for virtual cards, physical cards, and employee expense reimbursements. |
| BILL Spend & Expense | bill | AI-powered expense management with corporate cards for real-time visibility and control. |
| Brex | Brex | Modern spend platform for startups and scaling companies worldwide. |
| Cash App | block | Send, spend, save, and invest money easily with a mobile payment service. |
| Corporate Credit Cards | Brex | Corporate credit cards with higher limits and built-in spend controls. |
| Coupa Expense Management | Coupa Software Incorporated | Streamline employee expense reporting with enhanced visibility and control. |
| Divvy | divvy | Streamline business spending with real-time visibility and control. |
| Docyt | Docyt | AI-Powered Bookkeeping Automation for Real-Time Financial Insights. |
| Emburse Chrome River | Emburse | Advanced cloud-based expense and invoice management for enterprises, ensuring compliance and cost control. |
| Emburse Enterprise | Emburse | Simplify global T&E with AI and automation for large organizations. |
| Emburse Expense | Emburse | Automate expense reporting, reimbursements, and policy enforcement with real-time visibility and control. |
| Emburse Professional | Emburse | Intuitive travel, invoice, and expense management for mid-size organizations. |
| Emburse Spend | Emburse | Real-time spend and expense management with integrated corporate cards. |
| Expense Approval Software | ApprovalMax | Automate expense approvals, gain real-time spending insights, and prevent mistakes. |
| Expense Management | Brex | Simplifies expense management with integrated corporate cards, banking, and software. |
| Expense Plus | Deltek | Replicon | Streamlined expense management for projects and workforce. |
| Expense Reimbursements | Pleo | Fast and easy approval and processing of employee expense reimbursements. |
| Expensify | Expensify | AI-Powered Spend Management & Reimbursements for businesses of all sizes. |
| Expensify Card | Expensify | Smart corporate cards with cash back, real-time expense tracking, and automated reporting. |
| Expensify Travel | Expensify | Seamless corporate travel booking and management, integrated with Expensify expenses. |
| Flexible Spending Accounts (FSAs) | HealthEquity | Manage healthcare and dependent care expenses with tax-advantaged Flexible Spending Accounts. |
| FreshBooks Mobile App | freshbooks | Manage your small business accounting, invoicing, and expenses on the go. |
| Health Reimbursement Arrangements (HRAs) | HealthEquity | Integrated, employer-funded health benefits for cost control and employee support. |
| Navan | Navan | Unrivaled visibility, control, and savings for corporate travel and expenses. |
| Navan Expense | Navan | Automate expense management, reimbursements, and reporting with AI-powered insights. |
| Navan Travel | Navan | The #1 Corporate Travel Management Platform |
| Payhawk | Payhawk | Smart money just got smarter. AI-native spend platform. |
| Payhawk Corporate Cards | Payhawk | Corporate cards for proactive spend control and real-time expense management. |
| Payhawk Expense Management | Payhawk | Real-time expense management, corporate cards, and automated workflows for all business spending. |
| Payhawk Multi-entity Management | Payhawk | Unified spend and finance management for global multi-entity businesses. |
| QuickBooks Self-Employed | Intuit (QuickBooks) | Effortless income, expense, and tax tracking for the self-employed. |
| Recurring.co | Slidebean | A SaaS platform for tracking and managing business expenses. |
| SAP Concur | SAP SE | Simplify, automate, and gain control over all your business spend. |
| Spend Management Software | Paylocity | Transform spend management, cut inefficiencies, boost visibility, and delight employees. |
| Spendesk | Spendesk | Where Finance Connects: Your complete procurement and spend management platform. |
| Travel Booking | Brex | Streamlined business travel booking and integrated spend management. |
| Veryfi Lens SDKs | Veryfi | Integrate powerful mobile and browser document capture with AI-driven OCR into your apps. |
| Veryfi OCR API | Veryfi | High-accuracy OCR APIs for data extraction from receipts, invoices, checks, and more. |
| VicCard™ | Vic.ai | AI-powered expense management for complete control over corporate spend. |
| Zoho Expense | Zoho Inventory | Automate business travel and expense reporting, ensuring policy compliance and efficient management. |
Treasury & Cash Management (29)
| Solution | Provider | Description |
|---|---|---|
| Bank Products for Tax Preparers | TaxRobot | Streamline client refunds and enhance tax preparation efficiency with top banking products. |
| Bitkey | block | Your self-custody bitcoin hardware wallet and app for secure crypto management. |
| Carta Private Credit Solutions | Carta | Integrated platform for private credit loan and fund operations. |
| Cash Management | Pleo | Pleo's Cash Management Suite simplifies financial control, offering real-time visibility and optimization. |
| Centime | Centime | All-in-One Finance Automation and Business Banking Software for Mid-Market Companies. |
| Cin7 Capital | DEAR | Embedded lending solution for Cin7 customers to fuel business growth. |
| CORP$ | Trovata | Automate intercompany settlement with stablecoins for enterprise treasury efficiency. |
| Coupa Treasury and Cash Management | Coupa Software Incorporated | Intelligent treasury and cash management for optimized financial performance. |
| DualEntry Treasury Management Software | DualEntry | AI-powered treasury management for real-time cash flow insights and seamless financial operations. |
| Farseer | Farseer | Advanced FP&A Software for Financial Agility and Strategic Decision-Making. |
| Financial Products | Adyen | Empower your platform users with custom cards, business accounts, and financing solutions. |
| Fishbowl Payments | Fishbowl Warehouse | Integrated payment processing built directly into Fishbowl for seamless, fee-free transactions. |
| GTreasury | GTreasury | The Clarity to Act: Adaptable Treasury Solutions Amplified by AI. |
| H&R Block Financial Services (Bank Products) | hrblock | Access essential bank products and services through Pathward®, N.A. |
| Health Savings Accounts (HSAs) | HealthEquity | Triple-tax advantaged HSAs for healthcare savings and long-term financial wellness. |
| Kyriba | Kyriba | One platform, limitless Liquidity Performance. |
| MetaTrader 5 (MT5) | TRADE.com | Powerful multi-asset trading platform for speed, flexibility, and market access. |
| Nomentia | Nomentia | Clarity, knowledge, and trusted support for treasury and finance teams. |
| Order-to-Cash (O2C) Automation Solution | Esker | Automate your O2C cycle with AI for faster cash collection and improved customer satisfaction. |
| PAMM | TRADE.com | Pooled money forex trading for managed accounts. |
| Shopify Capital | Shopify | Fast, flexible funding for Shopify merchants, repaid as you sell. |
| Square Banking | Square | Integrated financial services and banking solutions for small businesses. |
| TBD | block | A platform focused on building open-source decentralized financial services, primarily centered around Bitcoin. |
| Tender Offers | Qapita | Streamline private company tender offers for share repurchase or third-party sale. |
| Tesorio | Tesorio | Connected Financial Operations Powered By AI. |
| TRADE App | TRADE.com | Seamless mobile and tablet trading on-the-go. |
| Treasury Management | HighRadius | AI-powered treasury management software for automated cash forecasting, liquidity, and risk management. |
| Trovata | Trovata | Real-time cash visibility, intelligent forecasting, and automated treasury management. |
| WebTrader | TRADE.com | Intuitive online trading platform for global CFDs and Forex. |
Financial Reporting (22)
| Solution | Provider | Description |
|---|---|---|
| Anaplan Disclosure Management application | Anaplan | Automate and streamline financial and narrative reporting for improved accuracy and integrity. |
| Certinia | Certinia | Unifying sales, services, and finance on Salesforce for smarter business outcomes. |
| ESG Reporting | ARKK OTP | Streamline ESG data collection, analysis, and reporting for sustainability success. |
| Extensiv Reporting & Analytics | 3PL Central | Gain actionable insights into fulfillment operations to make smarter business decisions. |
| Financial Reporting | Qapita | Automate audit-ready financial reporting for equity, cap tables, and ESOPs. |
| Investor Relations Tools | Capboard | Streamline investor communication, document sharing, and reporting. |
| Ledgible Portfolio Viewer | Ledgible | Comprehensive digital asset portfolio viewing for institutional finance. |
| Logi Symphony | Insightsoftware | Embedded analytics platform for advanced dashboards, dynamic visualizations, and data integration. |
| Mortgage Servicing | Computershare | Streamlined mortgage servicing for efficient portfolio management. |
| NetSuite Analytics and Reporting | Net | AI-powered BI for real-time insights via reports, dashboards, and data warehousing. |
| Product Intelligence | Veryfi | Extracts and analyzes receipt line-item data for consumer buying patterns and product performance insights. |
| Sisense for Cloud Data Teams | Sisense | Code-first analytics for data teams, no-code BI dashboards for business users. |
| Tableau | salesforce | End-to-end analytics solution with intelligent AI models for enterprise use cases. |
| Tradeshift Reporting & Analytics | tradeshift | Next-generation business intelligence for enterprise procurement and finance. |
| TurboTax | Intuit (QuickBooks) | Confidently file federal and state taxes for individuals and businesses. |
| Visual Lease | Visual Lease | Turn lease accounting compliance into lease dominance. |
| Workiva | Workiva | Where AI and data deliver accuracy, speed, and assurance. |
| Workiva Sustainability Reporting | Workiva | Integrated platform for managing and reporting sustainability and ESG data. |
| XBRL | SAG Infotech | Simplify XBRL financial statement generation and filing. |
| XBRL Software | SAG Infotech | Streamline XBRL financial statement creation and error-free filing for AS & IND AS. |
| Zendesk Explore | zendesk | Measure performance, spot trends, and make data-backed decisions. |
| Zoho Analytics | Zoho | Empower your business with self-service analytics and insightful dashboards. |
Revenue Recognition (21)
| Solution | Provider | Description |
|---|---|---|
| Abacus Payment Exchange (APX) | Abacus Data Systems, Inc. | Streamlined payment processing for legal and accounting professionals. |
| Accounts Receivable Automation Software | Rillet | Automate invoice schedules, revenue recognition, and collections for faster cash flow and financial close. |
| BILL Accounts Receivable | bill | Automate accounts receivable to get paid faster. |
| Chargebee | Chargebee | Subscription Billing & Revenue Operations for Fast-growth B2B SaaS. |
| Compass | Recurly | Fuel your next move with personalized insights, subscription strategy playbooks, and AI-powered search. |
| Conga Revenue Management | Conga Corporation | Optimize revenue streams with comprehensive billing, collections, and contract management. |
| Deductions Management Software | HighRadius | AI-driven cloud software to automate, validate, and resolve customer deductions, boosting recovery. |
| DualEntry Revenue Recognition Software | DualEntry | Manage contracts and calculate revenue based on ASC 606 & IFRS 15, even with uncertain payments. |
| Extensiv Billing Manager | Extensiv | Automate billing, invoicing, and payments for 3PLs to boost revenue and efficiency. |
| Item Catalog | Recurly | Centralize and manage all your product offerings for flexible subscription and one-time billing. |
| Order to Cash Automation Software | HighRadius | Automate O2C with AI to reduce past dues, minimize DSO, and boost collections. |
| Quadient Accounts Receivable | Quadient | Automate accounts receivable processes to accelerate cash flow. |
| QuickBooks Payments | Intuit (QuickBooks) | Simplify payments from invoice to reconciliation. |
| Recurly | Recurly | Grow recurring revenue faster, smarter, and stronger. |
| RightRev | RightRev | Automate complex revenue recognition, gain real-time insights, and ensure compliance. |
| Salesforce Revenue Recognition Software | RightRev | Automates revenue recognition and forecasting directly within Salesforce. |
| Share Plan Administration | Ledgy | Automate employee share plan administration, replacing time-consuming manual tasks. |
| Smokeball Payments | Smokeball | Legal payment software that gets law firms paid faster and streamlines billing. |
| Trullion | Trullion | AI-powered accounting automation for audit-ready finance teams. |
| Trullion Revenue Recognition | Trullion | AI-powered automation for revenue recognition workflows, ensuring compliance and streamlining processes. |
| Zuora Revenue | Zuora Revenue | Automate revenue recognition for subscription, usage, and hybrid business models. |