Alternatives to Firm58
Compare Firm58 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Firm58 in 2026. Compare features, ratings, user reviews, pricing, and more from Firm58 competitors and alternatives in order to make an informed decision for your business.
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Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
2
MetaMap
MetaMap
Regional data infrastructures, powering global identity verification. MetaMap is the first all-in-one identity verification platform built on regional data sources, consolidated on a global scale. Get to know your users in-depth, from local government checks to Global AML watchlists. A suite of identity verification tools to know your users in-depth. Verify your users without hurting your conversions rates. Quickly verify your users with our default SDK or build your own verification flow via our API. Our customers welcome up to 95% of users who successfully complete our verification flows at the first attempt. Automatically access our regional identity infrastructures, and get clean data from dozens of local databases consolidated in comprehensive user' profiles, no matter where you operate. Use MetaMap dashboard to reduce the time spent on manual verification through smart automation and workflows. You need advice? Our international Customer Success Team is here to help. -
3
Plaid
Plaid
Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.Starting Price: Free -
4
Synario
PFM Solutions
Synario is an industry-leading financial modeling platform designed to answer tomorrow's questions today. Make data-informed decisions with confidence, leading your organization to a brighter financial future with Synario. Leave archaic spreadsheet-based financial modeling behind and switch to a purpose-built modeling platform where advanced modeling, analysis, and insight come out-of-the-box. With automated financial statements and patented layering technology, Synario can give your finance team a full-field view of your financial future. Reach out to us to see how Synario could benefit your unique organization. Synario contains the best financial modeling tools to analyze even the most complex strategic or financial scenarios. Coupled with complete customizability, Synario can create all types of financial models with ease. Patented layering technology makes Synario financial models better able to replicate any scenario. -
5
Instant Bank Verification
MicroBilt
Instant Bank Verification provides real-time, user-permissioned financial data aggregation and verification designed for lenders. What you can do with IBV? Verify users’ identities and reduce fraud. Verify real-time account balances. Understand income and verify employment. Access detailed transaction history. Verify borrowers’ assets straight from the source. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as a right-sized solution for your loan originations. Ideal for retail loan origination, short term lending, auto financing, property rental, and more. IBV is powered by an easy to integrate web portal that can be added directly to your existing website or a fully documented API. To better understand how IBV works, check out the demo on our website. -
6
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
7
Synoptos
IgniteTech
Understand what’s transpiring in the media, identify pathways to influence key stakeholders and improve operational decision-making. Synoptos is a media intelligence solution providing news and social insights to help clients understand what’s transpiring in the media, identify pathways to influence key stakeholders and improve operational decision-making. Applications include executive daily news briefs and news & market insight digests for customers. Synoptos’ advanced influencer mapping and monitoring solutions have helped organizations around the world to launch products in new markets, obtain international agreements, win ballot initiatives, obtain drilling rights and adrenalize public health campaigns. How can expert media Intelligence help your organization? The Synoptos media monitoring and intelligence platform now includes business intelligence (BI) capability to provide customized market insights to support the success of sales and marketing teams. -
8
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
10
Briq
Briq
With Briq you can expect predictable profits, reduced workload and accurate data for well-informed business decisions. Massive spreadsheets, out-of-date data, and slow processes — it’s all holding your business back from its full potential. Briq can modernize your business with automated workflows, smart data-entry bots and simplified financial processes. Accounting, project management, and CRM systems digitize the corners of your business, but they can create a void in the center of how you run your business. Unify your systems through Briq. We have a culture of innovation. Our solutions are modern and cutting-edge. We build with you. Our experts partner with your finance group. We are dedicated to your success. Our platform drives better business outcomes. -
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Unified transactions, analytics, and planning to enhance the entire lifecycle. Streamlined, intelligent automated processes for greater throughput. Subscription- and usage-based billing models to fit your business’ individual needs. Actionable insights and recommendations at the point of decision for real-time evaluation. Improve profitably and cost with comprehensive analytics. Assess profit and margin contribution with real-time reporting, predictive analytics, and integrated business planning. Manage profitability and analyze customer experience strategies. Enable subscription-based revenue models. Identify the product and service mix that best satisfies your customers. Deliver consolidated invoices, manage credit scoring, and resolve disputes with a complete view of the customer. Simplify accounting and financial close processes. Combine financial and management accounting and profitability data into a single universal journal.
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12
Raptech
Raptech Solutions
Raptech is a cloud-based digital business management software that enables growing companies to automate the processes of Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. Gain total control over the business using efficient workflows. Make real-time data-driven decisions with AI-powered analytics. Having process and tools in place to manage sales pipeline and forecast pushes the sales team to be more effective, and efficient and ensure that lead clients turn into business opportunities. Streamlining order fulfillment, billing, and payment receipt process enable to increase in the bottom line. Revenue projections will help to make strategic decisions to maximize profits. Understanding spending patterns help to make a critical decision on cost control. Spend forecast will assist in closely monitoring and fixing problems before they become major issues. Bringing efficiency in working capital and cash flow management leads to a higher return on capital. -
13
flowpilot
flowpilot
flowpilot offers 100% transparency in all financial matters. With just a few clicks you can connect the bank and accounting department and plan your future cash flow. Based on meaningful scenarios, you make better business decisions, supported by smart tools and artificial intelligence. flowpilot connects your bank accounts on a daily basis and also processes them with your accounting. Thanks to consolidated data, you can work absolutely error-free. Much better than the competition: You test our software for free and get to know all the features in the product demo. After that, you remain flexible, because flowpilot can be canceled on a monthly basis. flowpilot is developed in Berlin by German financial experts. We have specialized in the needs of local medium-sized companies. All data remains in secure clouds "Hosted in Germany". No matter what question or concern you have - our support team is always there for you personally.Starting Price: $99.00/month -
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zeb.control
zeb
As diverse as zeb.control is, so are our customers. We offer banks and FinTechs as well as insurance companies individually tailored solutions in the area of control. The solutions can be operated in the cloud or on-site. The era of zero interest rate levels seems to be over, but banks are currently not dealing with an isolated and gradual rate increase. What is the total impact of these developments on European banks and how do capital markets assess the new, potential opportunities for the sector? With zeb.control, you create the basis for the efficient control of your house. From controlling income and risks from the top management's point of view to analysis and planning at customer and account level, you will be supported by the solution in an integrated form in order to fulfill a bank´s or fintech´s very own transformation functions. Our bank management system is individually adapted to your needs.Starting Price: $15000 one-time payment -
15
Confluence
Confluence Technologies
Confluence Technologies is a global leader in data-driven investment management solutions, helping clients optimize efficiency and control across regulatory, analytics, and investor communications. Serving over 1,000 clients in 40 countries, including top asset managers and service providers, Confluence delivers products and services designed to streamline investment monitoring, risk management, and regulatory compliance. -
16
ForwardAI
ForwardAI
ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.Starting Price: First 25 Companies Free -
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Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
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Frontier Reconciliation
Fiserv
Even with strict regulations for accurate and compliant financial reporting, many organizations still use manual or semi-automated processes for reconciliation and certification. Such processes can result in errors, operational inefficiency and lack of visibility into the numbers during certification. A comprehensive end-to-end reconciliation and certification solution, Frontier™ Reconciliation from Fiserv forms a complete account reconciliation picture across your enterprise that makes exceptions instantly visible and reduces manual interventions. Workflows fully automate labor-intensive processes and ensure compliance with corporate and regulatory controls. But reducing errors and write-offs is only part of the picture. By minimizing the need for manual research or interventions during the reconciliation process, organizations can achieve major efficiency improvements and lower operational costs while enabling staff to perform more value-added work. -
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Certent Equity Management
insightsoftware
Simplify the complexities of equity management with Certent's comprehensive equity compensation management platform. Certent caters to public and private organizations looking to streamline equity management, tighten compliance, manage risk, and improve productivity. The platform offers a powerful set of tools including stock administration and reporting, complete accounting features, comprehensive tax calculations and reports, and more. -
20
SAP S/4HANA
SAP
SAP S/4HANA Intelligent ERP system for today’s business. Discover a truly modern ERP system with embedded AI and machine learning – available on premise, in a public or private cloud, or in a hybrid environment. SAP S/4HANA is a future-ready enterprise resource planning (ERP) system with built-in intelligent technologies, including AI, machine learning, and advanced analytics. It transforms business processes with intelligent automation and runs on SAP HANA – a market-leading in-memory database that offers real-time processing speeds and a dramatically simplified data model. Choose and deploy from a wide range of SAP S/4HANA ERP capabilities – all of which leverage the latest technologies and intelligent automation to transform your business processes. Capabilities span lines of business, from finance, supply chain, and manufacturing to sales, distribution, and more. -
21
Xcellerator
Incisive Software
The “Incisive Analytics Essentials” software platform consists of leading solutions, Xcellerator and Concourse, allowing enterprises to navigate the chaos of the “unknowns” and gain up-to-date knowledge and management of critical assets such as spreadsheets, low-code/no-code, and open-source applications. In today’s business landscape, with digital transformation now driven by citizen developers and not IT, the need for managing these rapidly developing assets with simple guardrails is greater than ever. While these assets offer immense value, each new instance presents potential financial or operational risks due to inaccuracies, outdated data, or compatibility issues with core production systems. Xcellerator works seamlessly within Excel, detecting and helping to resolve errors and risk, with insight into spreadsheet construction. Concourse allows you to discover and inventory all types of EUC assets, with guardrails and controls for risk leaders and teams. -
22
EPIC
HOC Inc.
EPIC by HOC is a highly configurable platform designed for the modern Office. It helps finance teams automate workflows, unify data across systems, and extract actionable insights using latest technology stack, coupled with AI capabilities. EPIC tackles challenges like manual reporting, multi-entity data consolidation, and delayed insights. Trusted by enterprises for over two decades, EPIC serve's as a central hub for streamlined financial operations, enabling cost savings, better forecasting, and audit-ready accuracy. Built for Finance Teams: - Automate GL's, reconciliations & compliance workflows - Integrate data from multiple systems/entities - Use NLQ to ask financial questions in plain English - Uncover trends, anomalies & savings with AI-like analysis Why EPIC? - Seamless Integration - Centralized Data Management - Flexible Reporting - Accuracy, speed & transparency - Eliminate spreadsheets and manual effort - Highly Adaptable to your processes Contact us -
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Primetric
Primetric
Forecast the availability of your people and track the time they spend on projects to compare your plans with reality. Understand your operational and financial performance at a glance. Bring every part of your business under one roof to accelerate non-billed tasks and focus on what matters most: providing your clients with high-quality professional services. See who’s available, and schedule most suitable people to existing, planned or tentative projects with a single click, thanks to a smart algorithm based on tech & soft skills matrix. Estimate project’s phases, report vacancies, and manage project profitability. Deliver truly data-driven and profitable results. Help employees log their work faster with predictive timesheets and employee dashboard. And then use this data to improve your project. Estimate costs for an individual project and for your entire business. Track all the changes in real-time on dynamic reports.Starting Price: $34.20 per month -
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SAP Financials
SAP
How can your finance department grow revenue, control cost, and minimize risk? Put financial management software to work. Unlock the power of finance to deliver new business models, optimize working capital, increase efficiency, and reduce risk. Discover how SAP solutions can help. Business model innovation can bring new growth, increased cash flow, and continuous revenue streams. With predictive analytics and subscription billing, you can accurately evaluate financial impacts and forecast liquidity needed to enable new digital business models. Intelligent process automation is key to gaining speed and efficiency. AI and machine learning in finance can streamline operations, improve workflow, and increase productivity across closing, cash management, compliance reporting, and monitoring controls. In today's fast-changing business environment it's late to wait for year end – or even month end – to get a clear view of your financial status. -
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Campfire
Campfire
Streamline your accounting and financial reporting with the only modern general ledger that accelerates your close process, surfaces additional financial insights and supports multi-entity and currency consolidations. Automate your revenue accounting, reporting and invoicing with Campfire. It seamlessly unifies revenue and customer data across sources, and supports a variety of business models from enterprise software to consumer fintech. Automate and streamline accounting tasks to shorten your close process, elevating accounting teams from data entry to data manager. Unlock actionable and timely KPIs and financial insights with advanced financial reporting for increased visibility. The first accounting platform that effortlessly scales with your company with support for muti-entity and multi-currency financial consolidation, advanced revenue automation, and multi-dimensional reporting. -
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Deltek Maconomy
Deltek
Power your professional services enterprise with the industry’s leading ERP software – Deltek Maconomy. The modern and intuitive software delivers the business agility, transparency and control you need to run your company and meet your needs both today and into the future. Get visibility into resources, work and financial results across the entire enterprise. Respond to new business, scope changes, client demands and expanded service offerings. Get deep insight into clients, resources, projects, workflow processes and results. Maconomy is a financial management solution that provides deep financial insight so that you can see profitability for your firm, project or client. Attract and retain high performers with the right mix of compensation, benefits and career opportunities and maximize their contribution to your company's success. -
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VESTBERRY
Vestberry
We help investment funds to fuel innovation VESTBERRY is portfolio management and reporting software for venture capital and private equity. It manages nearly $7 billion of investments in companies such as Wolt, Carta, Stripe, or eToro. Our clients fuel innovation by investing in companies that solve the world's most pressing challenges, from climate change to mental health. With Vestberry, clients make better investment decisions faster thanks to streamlined internal processes and data clarity. As a result, Vestberry brings clients a competitive advantage, both in terms of speed and quality of investment decisions and the potential to attract increasingly data-oriented investors. -
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OIKOS Treasury Suite
OIKOS Software
OIKOS Software’s mission is to improve process performance and increase key stakeholder satisfaction through logicality and defect reduction. We engage in producing high-quality software applications and services, shortening internal cycle processes that impact time value and cost. Receivable collections, payment disbursements, & inventory turns to give a clear view of the cash-conversion cycle. Eliminate manual errors & redundancies, optimize financial reporting, and planning, and offers multi-level cash flow forecasting; and strengthen UTP reporting in compliance with tax regulations. Every outcome is the result of a process being applied to it or determined by the application of a function. Our solutions offer flexibility and expandability to accommodate change and growth. Our solutions increase quality to close and reduce Financial Reporting Fatigue™ endured by financial teams through the reporting and budgeting cycle process. -
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GoldStar
Spireon
GoldStar provides reliable, real-time tracking devices that allow you to sell to more customers, maintain prompt payments, and quickly recover vehicles when needed. And, with the GoldStar Connect consumer app, you can make more money giving your customers the smart technology that sends location, vehicle and safety data right to their phone. Approve more borrowers and start increasing revenue with innovative, new location monitoring features, streamlined recovery, payment default predictors, and profitable consumer add-ons. User-set geographic boundaries trigger alerts when your vehicle leaves or enters. If your car enters or leaves an impound lot or city/state lines, you know it. Instant, real-time vehicle location and status includes how long a vehicle has been parked to how long it has been in motion. Successful recoveries occur when recovery agents have access to real-time location and history. -
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RiskConfidence
Moody's Analytics
The RiskConfidence ALM system offers integrated enterprise asset and liability management (ALM), funds transfer pricing (FTP), liquidity risk management, market risk and Value at Risk (VaR), and business and regulatory reporting. These are all presented in a single unified platform, with a common data source and a single engine strategy. Organize and classify financial instruments on a balance sheet into a tree-like structure to input client behavior models and define business forecasts, using the chart of accounts (COA) structure. Set up and manage a rule-based strategy for specific balance sheet items with parameter deal mapping (PDM). Apply transformation logic to interest rate curves, macroeconomic indices, foreign exchange rates, transaction characteristics, and volatility matrices to use in scenarios. Model client behavior such as loan prepayments and renegotiations, loan commitments, transaction rollovers, and term deposit early redemption with the variables that influence them. -
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Kantox
Kantox
Currency Management Automation is the process of completely automating the entire foreign exchange (FX) workflow of a business. This workflow starts when new currency exposure arises, followed by risk analysis and monitoring, trade execution and post-trade performance analysis. We enable businesses to start leveraging technology to overcome complex FX challenges and achieve their goals. Our software allows you to easily manage your business’s entire foreign exchange process, from pricing your products all the way to collecting your payments. Calculate prices in foreign currencies, while selling products or services overseas. Dynamic Pricing automatically updates your prices based on currency market movements to help your business gain a competitive advantage and protect your margins. Customise how different types of FX exposure are managed according to your business’s characteristics and goals. -
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Kinective ALM
Kinective
Data doesn’t have to be complicated or overwhelming. Measure and manage risk while maximizing profit with Kinective’s enterprise-level data optimization platform, Kinective ALM™ (formerly OmniLytics). Measure and manage risk while maximizing profit with our enterprise-level interest rate risk management and reporting suite. • Quick, actionable insights for managing interest rate and liquidity risk with transparency into critical issues • Fully understand risk and meet Asset Liability Management (ALM) and CECL requirements with in-depth reporting and analysis • Access ALM consultants for live, in-depth analysis and recommendations • Asset liability committee training -
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ISS EVA
Institutional Shareholder Services
EVA is an established standard in measuring, analyzing, projecting, valuing, and discounting a firm’s underlying economic profit rather than its accounting profit. With coverage of 16,500+ public companies, this solution enables investors to measure, analyze, and value corporate performance and inform investing decisions. The EVA platform allows investors to parse through thousands of companies globally with comparable accounting adjustments to drive informed investment decision making on a systematic basis. Now part of the ISS Analytics suite of solutions, EVA provides investors with a differentiated approach to the investment decision process. EVA converts accounting profit to economic profit by reversing accounting distortions and measuring the dollar value profit after ALL costs, including the cost of giving shareholders a fair return on invested capital (this is a critical point). Convert traditional EVA dollar-based profit measure into a powerful ratio-based framework. -
34
FinanceIQ
FinanceIQ
FinanceIQ is a financial analytics platform designed to transform NetSuite data into real-time dashboards, reports, and actionable insights. The platform connects directly to Oracle NetSuite to provide live financial data without the need for spreadsheets or manual exports. Users can monitor key metrics such as revenue, profitability, and cash flow through interactive dashboards. FinanceIQ also supports automated financial reporting, allowing teams to generate board-ready reports with charts, commentary, and insights in minutes. The system includes tools for rolling forecasts, variance analysis, and scenario planning to support strategic financial decision-making. Its AI-powered assistant, Finley, analyzes financial data and answers complex questions using natural language queries. By combining automation and AI insights, FinanceIQ helps finance teams make faster, data-driven decisions.Starting Price: $100/instance/month -
35
Treasury Intelligence Solutions
Treasury Intelligence Solutions
Most companies have invested heavily in streamlining inbound payments in an effort to accelerate cash inflows. But, most corporations have done little to optimize outbound payments. Leaving each function, system and geography siloed, with no clear insight into cash flows or a holistic view of liquidity – putting the business at risk. TIS helps organizations automate five key outbound payments capabilities and enables a continuous improvement life cycle. Companies often struggle with disparate systems, multiple data sources and lack of visibility across their global payment network. TIS has developed a best practices maturity model that aligns with our outbound payments technology platform to help clients achieve Enterprise Payment Optimization. Inbound and outbound payments represent a significant percentage of overall cash flows for global corporations. As a result, organizations worldwide are increasing their focus on optimizing payment processes and payment transactions. -
36
ProfitSee
ProfitSee
Create efficiency in your practice and grow your advisory services with automated and white-labeled financial reporting, cash flow forecasting, analytics, KPIs, budgeting, consolidations and more. Whether your clients’ data is on Xero, QuickBooks Online, or other cloud accounting platforms, ProfitSee can help you gain real-time insights that make a difference. Our tools have an automated nightly sync, which means the data you’re using will be real-time, all the time. Whenever you schedule reports, set KPI alerts, or provide access to the online client dashboard, the most recent and relevant data will be included, helping you manage clients’ cash flow, beat your clients to the phone, and proactively create future opportunities. Go beyond simple “percentage increase or decrease forecasts” that miss the mark. ProfitSee automatically generates forecasts based on historical performance and upcoming business strategies in the same ways as global accounting firms and Fortune 100s. -
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Nuvo
Nuvo
Nuvo is a B2B commerce platform that streamlines customer onboarding, credit risk evaluation, and trade credit decisioning for businesses. It offers a modern, branded, and configurable credit application flow that verifies a customer’s identity, business principals, and creditworthiness, automatically pulling in relevant financial history, trade references, and risk signals. Once a customer applies, Nuvo delivers instant risk assessments and credit-limit recommendations so sales and finance teams can approve trade credit or cash terms quickly, replacing manual data collection and lengthy credit checks. It integrates with a company’s ERP for seamless syncing, credit decisions, customer data, and order information updates directly in existing systems. Nuvo also offers a centralized credit-management dashboard that tracks customer credit status, invoice aging, days-sales-outstanding, credit utilization, and risk metrics across all clients. -
38
SAS Financial Management
SAS Institute
Perform instant consolidations, develop more accurate budgets, report and analyze results, understand revenue, and manage the execution of strategy. Create a quantum shift for financial and profit analytics across your enterprise. SAS Financial Management enables you to identify and analyze the impact of changes as they occur. You can understand which products, consumers, customers and segments are profitable, identify cost reduction opportunities and discover drivers of profitability. The solution provides financial performance and cost and profit analytics across manufacturing, telecom, aviation, utilities, retail transportation and financial services industries, greatly enhancing the ability to strengthen the links between operational and financial plans. SAS Financial Management enables you to consistently deliver timely, reliable plans and forecasts, plus contingency plans for a range of possible events.Starting Price: $100000.00/one-time -
39
My Vacation Rental Numbers
MyVrNumbers
In-depth knowledge of your vacation rental numbers without the hassles of spreadsheeting. Know your monthly stats. Adjustable variables for future guidance. Know exactly where your revenue is coming from. Track revenue and expenses. Share revenue information with your realtor. Import bookings from Airbnb & HomeAway. View all of your bookings in a single calendar. Easily share revenue/expense information with your CPA during tax time. Easily provide valuable revenue information to your realtor when you decide to sell. With myVRnumbers, you've got all your information at your fingertips from wherever you are through this web application. The site is mobile-friendly, so you can use it on your phone. And there's also the sharing aspect. When we were looking for our second home, it was almost impossible to get clean, accurate revenue data on potential properties.Starting Price: $5 per property per month -
40
FINSYNC
FINSYNC
FINSYNC’s mission is to help small to midsize businesses grow and succeed with innovative software and unmatched service. Our payments platform helps businesses centralize control of payments, and our complete solution for payments, invoicing, bill pay, payroll, accounting, financing, cash flow management and services helps businesses grow in new and empowering ways. We deliver unmatched service through a virtual community of specialists who share our commitment to helping entrepreneurs succeed. Get matched with a financial professional that’s best positioned to help you grow for unrivaled support with bookkeeping, accounting, human capital management, financial analysis and corporate strategy. Businesses that use FINSYNC benefit from improved operational efficiency, lower operating costs, better analytics, better service and quicker access to lower-cost capital delivered through the FINSYNC Lending Network.Starting Price: $10.00/month -
41
FinPro
FinPro Solutions
FinPro's Enterprise Performance Management (EPM) software is a 100% Excel-based product suite that empowers finance professionals and teams to create customizable, meaningful financial reporting that improves profitability and increases the company's competitive advantage. FinPro is scalable, easy to use, and feature-rich. It is comprised of four powerful modules that cater to a business' specific needs. This includes reporting, planning, analysis, and visualization modules.Starting Price: $1000.00/month -
42
ACTICO Platform
ACTICO
ACTICO's highly flexible software platform for decision automation helps companies to increase efficiency, gain more agility and improve their digital interactions. ACTICO helps companies make smarter decisions faster with our AI-powered Decision Automation Platform. The platform brings together data, AI and decisioning into one unified decisioning solution. The platform contains everything one needs from capturing and designing of decision models, to testing and monitoring of automated decision-making across all your systems, workflows, and channels. It uniquely integrates AI to further enhance decision quality and increase automation rates.The software gives organizations the ability to digitalize their core business processes, meet customer demands and reduce business and regulatory risks. -
43
Automate complex sales plans, gain real-time insights, and motivate sales teams for enhanced performance and business growth. Maximize profits and performance with a highly motivated sales team. Strategic incentive compensation management can help improve the effectiveness of your sales teams by driving profitable behaviors that increase revenue and support business growth. With the SAP SuccessFactors Incentive Management solution (formerly SAP Commissions), you can design, model, and optimize highly flexible and complex incentive compensation plans; gain real-time insights; and motivate sales teams to perform at their best.
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44
FolioSure
Acuity Analytics
Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets. -
45
Exopen
Exopen
Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis. -
46
Payscore
Payscore
Accelerate your leasing, lending, and sales decisions by evaluating applicant income with the most trusted name in verification. Make the most informed decisions to lease or loan immediately, and equitably, and promote compliance with fair housing and lending requirements. Receive the verified information your business decisions deserve with clarity, accuracy, and immediacy. Our unique solution delivers successful reports 98% of the time. Surfacing insight so you can respond to market shifts early. Utilize data to assess your market. See the changes that affect your business before your competitors. Capitalize on competitive dynamics. See how businesses like yours are already making decisions more efficiently with Payscore. Finally, an income verification solution that works the way you do. Our integrations with the most popular software tools in leasing and lending allow you to leverage the Payscore advantage without changing how you work.Starting Price: $10 per screening -
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Wealth-X Diligence
Altrata
Wealth-X Diligence provides a unique combination of in-depth intelligence on individuals spanning all levels of wealth for organizations looking to meet regulatory or best practice requirements and mitigate reputational and commercial risk. Our expert global research team helps you close the gaps in your compliance approach, including a comprehensive analysis of a client’s net worth and source of wealth, and identifying whether it has been accumulated legitimately. With increasing regulation and trends toward greater transparency, understanding the source of wealth is a cornerstone of due diligence. Organizations should not only be concerned with non-compliance and regulatory penalties but by the costs of reputational damage. The Wealth-X Diligence dossier helps to avoid information overload during the diligence process by providing concise and relevant intelligence and removing unnecessary noise. -
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Digits
Digits
AI-native accounting software — that does it for you! Trusted by thousands of startups, small businesses, and accounting firms. Digits is the first comprehensive end-to-end accounting platform designed for the AI era. Our cutting-edge Autonomous General Ledger (AGL) handles the tedious financial tasks, freeing you to concentrate on what truly matters: expanding your business. With training on over $825 billion in transactions, Digits delivers instant understanding and accurate categorization of your financial data. Financials provide real-time insights into your revenue, burn rate, cash flow, and other crucial trends, ensuring you stay informed and agile. Additionally, our integrated Invoicing and Bill Pay features keep all your financial operations seamlessly synchronized without the need for manual reconciliation or cumbersome integrations. Experience the future of accounting—try Digits for free today 👉Starting Price: $100/month -
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Revelock
Revelock
We build a digital fingerprint for each user based on biometric, behavioral, device, IP and network data, then continuously verify users across the user journey. In addition to detection, we empower you to configure policies that automatically respond to malware, phishing, and RATs with Revelock Active Defense. We build the BionicID™ from thousands of parameters collected from behavioral biometrics, behavioral analytics, device, network and threat data. The BionicID™ is trained and ready to verify users in just two interactions, reducing false positives and false negatives that trip up users and flood your call center. No matter what type of attack - malware, RATs or phishing, IDTheft, ID impersonation or ID manipulation - the BionicID™ changes the game. Our anomaly detection and classification engine delivers a continual risk assessment that protects your users and stops fraud. -
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Deep Pool
Deep Pool Financial Solutions
Automate your mission-critical business processes. The complete investor servicing solution for fund administrators and investment managers. Administrators and managers of offshore and onshore hedge funds, partnerships, private equity vehicles, real estate and retail funds around the world choose ManTra to help them manage and grow their business. NTAS: Advanced investor servicing for fund administrators and managers. Enhanced operational efficiency, client service, transparency and security at your fingertips. PENTAS: End-to-end investor lifecycle automation for traditional and hybrid private equity funds. Automate and streamline all aspects of the limited partner investment cycle to provide unrivaled processing efficiency, control, transparency and investor service. KURE: Automate and streamline your AML compliance and FATCA/CRS reporting with a comprehensive regulatory solution.
