MODLR
modlr.co
MODLR is a collaborative planning software that streamlines financial modeling and budgeting processes for growing businesses, integrating with ERP systems and Excel.
Spotlight Reporting
spotlightreporting.com
Spotlight Reporting is a cloud platform for financial reporting and cash flow forecasting, enabling users to create reports and dashboards from accounting data.
Apruve
apruve.com
Apruve automates B2B trade credit and accounts receivable, simplifying financial processes and improving cash flow management for global enterprises.
Venture360
venture360.co
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
Stockspot
stockspot.com.au
Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.
SigFig
sigfig.com
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
illio
illio.com
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
Ginmon
ginmon.de
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Asora
asora.com
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Quirion
quirion.de
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Alto
altoira.com
Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.
SimpliCapital
simplicapital.ai
SimpliCapital is a SaaS app that streamlines invoice collections and suggests optimal payment schedules using AI for improved cash flow management.
Moolahmore
moolamore.com
Moolahmore is an accounting app that manages and forecasts transaction data, helping users track finances, set budgets, and optimize cash flow.
Trezy
trezy.io
Trezy is a cash management app that offers real-time financial insights, automated forecasting, and bank balance consolidation for improved business financial planning.
FlexPoint
getflexpoint.com
FlexPoint is an automation platform for MSPs that streamlines accounts receivable and payment processes by handling invoicing, billing, collection, and reconciliation.
Myabakus
myabakus.com
Myabakus is bookkeeping and financial management software for small and medium businesses, offering invoicing, cash flow management, and reports in one platform.
Crescent
getcrescent.com
Crescent is a Fintech app that optimizes company cash management by aggregating investment yields and automating financial rules without a management fee.
Wakingo
wakingo.com
Wakingo is Moroccan billing and business management software designed for small businesses, facilitating sales, purchases, cash, inventory, and payment management anytime, on any device.
Swypex
swypex.com
Swypex is a financial platform that helps businesses manage payments, invoices, and working capital for better financial control and decision-making.
HedgeFlows
hedgeflows.com
HedgeFlows is a cloud-based treasury and risk management system that automates multi-currency payments, improves cash visibility, and manages FX risks for international trading companies.
Kolleno
kolleno.com
Kolleno is an accounts receivable management software that integrates financial operations, automates workflows, and enhances payment processes for finance teams.
Jacobi
jacobistrategies.com
Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.
Confido
confidotech.com
Confido helps CPG brands manage retailer deductions and automate workflows for cash application, dispute resolution, and trade promotion tracking.
Tesorio
tesorio.com
Tesorio is a financial management platform that automates cash flow processes, providing visibility and insights for better financial forecasting and decision-making.
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