#finance-software

AIRR

★ 2.1

AIRR is an investment management platform, that provides a classic set of professional investor tools: portfolio valuation and management, pipeline generation, reporting and accounting, investor onboarding, KYC, and data storage.

Axe Credit Portal ACP

★ 2.2

Axe Credit Portal is axefinance’s future-proof AI-driven solution to digitalize the loan process from KYC to servicing, available as a locally hosted or cloud-based software.

ChartsWatcher

★ 2.4

ChartsWatcher is a stock scanner and screener web software for daytraders where you can configure your own alerts and toplists based on your personal trading strategy.

Countercyclical

★ 1.9

Countercyclical is the investment research and valuation platform built for teams discovering hidden value in the capital markets. Craft insightful valuations, collaborate in real-time, and work securely all in the same place.

Everlint

★ 2.4

Never forget about a subscription renewal again. Track your expenses and see financial charts to valuable insight into your financial situation.

Financial Node

★ 2.2

A web app that helps you visually build and backtest portoflios. We help bridge the gap between ideas and implementation.

Flowlu

★ 1.7

Flowlu allows running your entire company in one single place — manage projects and tasks, track revenue and expenses, invoice your customers, capture leads and communicate with clients, share knowledge and effectively collaborate with your team.

Forecastr

★ 1.6

Forecastr is an out-of-the-box finance function for your business. We help you make better decisions and succeed in fundraising.

GoGettr

★ 2.8

GoGettr is your simple, all-in-one invoicing and payment tracking tool for small businesses. Set up recurring invoices, view and manage items, create detailed reports, and let your customers see everything. Turn invoices into payments with the click of a button.

Greyleaf.io

★ 2.7

Greyleaf is a no-code financial analysis tool for non-finance business owners. It's easy to use so you don't have to call your accountant every time.

Junxure

★ 2.1

From a 30,000 foot view of the firm’s productivity, to a 360-degree view of a client, Junxure CRM helps advisory firms combine smart-automation with personal client service. Primary features: Activity Tracking Advanced Workflows Client Communication

Karta

★ 1.3

Karta.io is a spend management platform for businesses to reach full expense control and scale faster. We work to give companies budget automation, all-in-one payments hub, unlimited virtual cards, and more. With Karta.io, businesses can eliminate manual work and focus on growth.

LeadCenter.Ai

★ 1.9

The AI-powered CRM for Financial Advisors. Boost lead conversion, enhance client satisfaction, & reduce operational costs with our advanced sales & marketing automation.

My Stocks

★ 1.9

A simple, free, and fast way to view and track your stock market losses or gains. My Stocks can also be configured to send automated email reports providing snapshots showing stock performance based on current market values.

OptiProERP

★ 1.3

OptiProERP is an all-in-one ERP solution that manages and streamlines all aspects of a manufacturing and distribution business. It is embedded into SAP Business One, the market-leading platform for SMBs.

Performance Canvas Financials

★ 2.1

This Financial Budgeting and Planning software + Financial Forecasting and Reporting Software in one, unified platform improves your FP&A process by streamlining and automating financial reporting, budgeting, planning, and consolidation.

Piggy Banker

★ 1.8

Piggy Banker is the simplest way to track your finances. Link all of your financial accounts and customize widgets using your live data. If you want to nerd out even more you can integrate directly with Notion or Google Sheets!

Planergy

★ 3.0

Planergy is a SaaS-based cloud spend management system that gives businesses of any size more control over their business and financial operations.

Pro Stock Tracker

★ 1.7

Pro Stock Tracker transforms the investment tracking experience with its intuitive interface and robust features. Our platform, supported by a robust infrastructure built on over 30 years of historical data, tracks a diverse range of assets including stocks, ETFs, forex...

Quartr

★ 2.9

Search through millions of slides and transcripts from events such as earnings calls, capital market days, and investor conferences for any keyword.

Rebank

A single dashboard for international startup founders and CFOs to manage their business bank accounts, understand spending and send payments fast.

Refresh.me

★ 1.7

Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind.

ScaleXP

★ 2.1

ScaleXP is a cloud-based reporting software that simplifies financial and CRM systems into a single dashboard for data-driven decision-making and business growth.

UpSlide

★ 1.8

UpSlide plug-in allows you to perform routine Microsoft Excel, Word and PowerPoint tasks 5x faster making productivity gains of 12 hours per month. For example: link Excel to PowerPoint easily, access your up-to-date documents directly from Office...

Zil Money

★ 1.6

Zil Money Corporation is a financial technology company that provides cloud-based online banking and financial management services.

okke

★ 1.0

okke takes all the boring financial admin involved in running your own business and makes it easy. Perfect for freelancers, consultants, tradies and sole traders; okke makes money easy.