Alternatives to CashTrax
Compare CashTrax alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CashTrax in 2025. Compare features, ratings, user reviews, pricing, and more from CashTrax competitors and alternatives in order to make an informed decision for your business.
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1
Upflow
Upflow
Upflow helps B2B companies around the world unlock owed cash reserves with cutting-edge AR technology. Join thousands of finance leaders achieving cash collection excellence with Upflow. We seamlessly integrate with your accounting stack in just a few clicks to help you better manage your Accounts Receivables and gain instant real-time insights through our comprehensive analytics to drive effective cash collection efforts.Starting Price: Free to Start -
2
FloQast
FloQast
FloQast is an AI-powered accounting platform designed to optimize and automate the financial close process for businesses. It helps accounting teams reduce the time spent on reconciliations, audits, and financial reporting by providing real-time tracking, collaboration tools, and AI-driven transaction matching. The platform is built to integrate seamlessly with existing systems, enabling accounting professionals to focus on higher-level strategic tasks rather than routine data preparation. FloQast's AI agents elevate accountants from preparers to reviewers, streamlining the workflow and ensuring more accurate, timely financial results. -
3
Vena
Vena Solutions
Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes. -
4
DELTA Monitoring
DELTAGIS
Serving international organizations, ministries, government institutions, and NGOs for more than 15 years, Delta Monitoring is a one-stop platform that provides its users with all the planning, collaboration, data collection and real-time reporting tools needed for the diverse M&E workflows. The platform facilitates you with a wide range of solutions that best serve your requirements and suffice for the standard or advanced M&E processes. -
5
Cashbook
Cashbook
For companies with high-volume transactions. Built on seamless integration between banks and ERP’s. Proven to increase cash flow, eliminate manual processes, reduce DSO, and improve cash visibility. Automate complex financial processes and transform your finance department. One central hub to log all notes, see lockbox images, eliminate deductions and add attachments with real-time information. Intelligent software forecasts payments based on historical performance highlights overdue accounts and automatically creates user-defined dunning letters. Expect higher collections efficiency and expect your companies DSO to plummet. Revenue and profits are lost in the deductions processes. Deductions are claimed by large and small companies with customer-specific codes and reasons. Adapt deduction management to any bank file or remittance format and route deductions for speedy review and approvals. Create reason and deduction codes directly from remittance data, regardless of ERP. -
6
Kosh.ai
Kosh.ai
Kosh AI is an innovative reconciliation automation software designed to simplify and optimize complex financial tasks. With its AI-driven automation, Kosh AI excels in bank reconciliation, treasury management, and streamlining reconciliation processes. The software integrates seamlessly with your existing systems, automating routine tasks, reducing manual errors, and providing real-time insights to enhance decision-making. By offering a customizable, user-friendly platform, Kosh AI helps businesses of all sizes improve accuracy, save time, and reduce costs. Whether you're managing multiple bank accounts or overseeing treasury operations, Kosh AI ensures efficiency, reliability, and scalability, making financial management smarter and more strategic. Unlock the full potential of your financial operations—get started with Kosh AI today and experience a more efficient, automated way to manage your finances! -
7
Reiterate
Reiterate
Reiterate is a payment operations platform automating reconciliation for high transaction volume companies with multiple payment providers. Reiterate provides real-time reconciliation through 100% automated data intake and standardization from 100+ PSPs. Our anomaly detection, analytics, and reporting capabilities transform how finance teams work worldwide. Reiterate's AI agent automates data gathering and standardization from any payment platform. With a configuration time of just 20 minutes, you can onboard new payment providers faster and get data from their platforms in near real-time. Reiterate excels where traditional tools fall short, handling massive datasets with ease and processing billions of transactions for customers in financial services, payments, trading, and gaming. -
8
Ascent AutoRecon
Ascent
Reduce idle funds with a 100% transparent software processing that offers clear visibility of your cash enabling smarter decision making. Mitigate operational risks through accurate, real-time reconciliations & statistics. Reconcile millions of records in the least possible time through our in-house researched & developed architectural models. Utilize system resources optimally through its easily scalable and clusterable engine. Easily deployable and readily configurable for a variety of organizations. Automate data pulls from source systems such as bank files, credit card merchant processors, Point of Sale systems to a robust, human error free ecosystem based on a truly user-centric design. bank reconciliation statement software Simplify Managerial tasks with solid security and simple access control. -
9
Magpi
Magpi
Magpi is a leading provider of configurable, cloud-based mobile data collection and data visualization tools to let organizations improve the effectiveness of their mobile workforce and improve field operations. Magpi enables organizations across various industries to easily and cost-effectively develop flexible and robust mobile forms, and access and visualize real-time data, and generate reports. Recognizing that the most expensive element of any data collection activity at the time was the money spent on programmers and tech consultants, they produced EpiSurveyor, the first self-service, cloud-based application in the development sector. Often described as “like Gmail but for data collection,” EpiSurveyor brought Silicon Valley ways of scaling software to global health and international development. Since its introduction, and name change to “Magpi” in 2013, the software has evolved and been adapted to new use cases, in industries as diverse as microfinance, energy, education, etc.Starting Price: $500 per month -
10
HubiFi
HubiFi
We help you automate your financial data, empowering you with actionable financial intelligence. HubiFi’s fully automated accounting and continuous reconciliations, integrated with the tools you use, allow you to close an accounting period in hours instead of weeks. Integrate with the most popular accounting software, ERPs, and CRMs. Full audit trail and lineage from report summary to operational record and all modifications along the way. Never again hear that the data “needs to settle.” Real-time visibility over the company’s financial performance empowers finance leaders to seize growth and revenue opportunities, instead of playing catch up. And you stay GAAP-compliant along the way. Drill down into the underlying data and answer questions on the spot. Generate real-time financial reports. Intra month monitoring and alerting. Integrate with various financial and operational systems and data sources.Starting Price: $1,900 per month -
11
REALSynergy
Altisource Solutions
Real-time transaction processing of cash or shadow receipts and disbursements for borrowers, investors, additional servicers and internal companies via ACH file creation, lockbox payment processing or multiple loan payment processing as well as bank account reconciliation. Track multiple properties per loan, UCC financing statements, operating statements, property inspections, detailed property characteristics, appraisal information, lease information, letters of credit and certificates of deposit. Work with unlimited escrow/reserve/holdback accounts and related bank accounts while providing detailed escrow analysis reports, critical date reports, allocation of interest earned and scheduled tax and insurance payments. -
12
AutoReconcile
AutoReconcile
AutoReconcile takes the manual process out of reconciling supplier statements; we automatically match invoices and allow you more time to work on the exceptions! AutoReconcile saves you time by automating the statement matching process. Reconciling statements used to take weeks, manually checking line by line each item, causing headaches and tired eyes. Talk about tedious! But now you can say goodbye to overspending hours on statement matching and reconciliation. AutoReconcile is capable of reconciling your accounts in just minutes. AutoReconcile is an innovative online accounts reconciliation system that automatically matches your statements and immediately shows any errors that have occurred. It’s a user-friendly statement matching system suited to businesses of any size. The system will correctly match your results within seconds. There are a few key filters we use to help this process.Starting Price: $100 per month -
13
Nilus
Nilus
Nilus is a plug-and-play platform that automates reconciliation, reporting, and payment workflows for finance teams. Streamline your financial workflows with the click of a button. Take better and faster decisions with a unified financial hub that combines data from your providers, backend systems, and ERP into a single source of financial truth. All your payments and financial data are in one place. Get a real-time view of all cash balances, collections outstanding, chargebacks, and fees. Minimize loss, reduce errors, and catch issues faster with automated reconciliation and payment flows. Stay compliant with full audit trails, event logs, point-in-time reporting, and approval workflows. Put an end to the error-prone manual processes with fully automated and configurable reconciliation workflows. Get real-time visibility and reporting of reconciled financial activity down to the transaction level. -
14
QX QuickReco
QX Global
Manual processes are not effective for bank reconciliation involving a high volume for a number of different banks and accounts. QX QuickReco imports the data and automates the matching process to streamline reconciliation. The system compares data from general ledger files with bank statement reports and auto-matches it while supporting adjustments for hidden transactions such as bank charges or bank fees. Easily configure multiple accounts from the same bank or from different banks. Add newly setup accounts to the system. Import thousands of records from bank statements and bank books and reconcile them automatically. Easily input adjustment entries to payments that do not match the invoice. Separate entries based on whether they were auto matched, matched manually or adjusted. -
15
ZoneReconcile
Zone & Company
ZoneReconcile has been developed for NetSuite and natively in NetSuite. As such, it extends NetSuite’s core functionality and is tailor-made for growing international businesses. Automatically reconcile your bank account and credit card charges within minutes and save hours of manual processing daily. No hassle, no manual entry, and no errors. Depending on your bank, you can configure live bank feeds to push transactions into NetSuite automatically via ZoneReconcile. Speak to us about your bank and requirements to confirm if this would be an option. Most commonly, customers import statement files using ZoneReconcile. ZoneReconcile's configuration options allow you to automatically reconcile transactions based on multiple criteria. Most ZoneReconcile users implement a mix of automated reconciliations for certain transactions, while enabling a quick manual check of the suggested reconciliation before posting, to ensure there are no errors with critical financial transactions. -
16
Cointab Reconciliation
Cointab
Cointab reconciliation software is an innovative solution for all your business reconciliation needs. The software enables businesses to complete their reconciliation process seamlessly. This is done by automating the process, from the input of data, cleaning it, running business rules and highlighting reconciled and unreconciled transactions. The software empowers decision makers and financial directors to streamline their internal processes to maintain accurate books of accounts and highlight discrepancies. Cointab’s reconciliation software is an automated software that provides an efficient way to accurately reconcile data. It achieves efficiency by automating multiple business reconciliation processes which include payment gateway reconciliation, bank reconciliation, cash-on-delivery (COD Remittance) reconciliation, Marketplace Reconciliation (Amazon, Flipkart and many more), fee verification, ERP reconciliation and order management system (OMS) reconciliation.Starting Price: $499 -
17
DualEntry
DualEntry
DualEntry is #1 AI-native ERP built by and for accountants. It’s designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ native bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR.. -
18
Taxilla
Taxilla
Taxilla is an e-invoice software designed to streamline electronic invoicing and ensure compliance with government regulations. It automates the creation of standardized e-invoices, reducing errors and ensuring regulatory adherence. Key features include bulk processing, real-time validation, and immediate acknowledgment from tax authorities. Taxilla integrates seamlessly with ERP systems, minimizing manual data entry and ensuring accurate data flow. Its secure data handling includes robust encryption and secure archiving for easy retrieval. The user-friendly interface and customizable dashboards make it accessible for users with minimal training. Benefits include enhanced efficiency through automation, regulatory compliance, seamless ERP integration, real-time processing, and strong data security. Taxilla also offers comprehensive customer support and training programs to help users maximize its functionality. -
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SurveyCTO
Dobility
SurveyCTO is the most reliable, secure, and scalable mobile data collection platform for researchers and professionals working in offline settings. As former researchers, we prioritize data quality and security as highly as you do. By providing a premium technology that anyone can use, we have enhanced data-based analysis and decision-making around the world. With sophisticated workflows, robust quality control features, and real-time visualizations, SurveyCTO collects secure, high quality data—even offline. A single, transparent plan with the flexibility for any kind of research at any scale—from a single project to global use across organizations. Design complex survey forms, pre-load data, and stream data between datasets with an intuitive spreadsheet format, or the drag-and-drop form designer. Preview and revise forms efficiently with the testing interface. Collect data offline with the SurveyCTO Android and iOS apps, or online with the universal web interface.Starting Price: $99 per month -
20
Granity
Granity
Management and reporting software for not-for-profits and social enterprises. Granity is an organization-wide resource management, planning, and reporting tool ready to use straight out of the box. Control your organization, simply. Easy data collection, automated reporting, and in-built task management. Personalized dashboards that are updated in real-time and a full suite of reporting options. The intuitive design allows users to get on with the job. No need for extensive training to get your staff on board. Data is securely stored and can be accessed from anywhere. Collaboration between remote staff is easy. Use Granity on mobiles, tablets, and PCs. Access information and complete tasks from anywhere. Routine reports can be generated automatically using up-to-date data. Special reports can be created as needed. Dashboards are updated with real-time information and configured so each individual only sees what they need to in order to do their job. -
21
T-Recs
Trintech
Accurately reconciling accounts and identifying the source of missing funds prior to issuing financial statements is challenging, especially if you’re using spreadsheets as part of this process. The necessary steps for reconciliation are extremely tedious, and spreadsheets are particularly labor intensive, error-prone, insecure, unverifiable and, often, inconsistently processed. What’s more—today’s compliance-focused environment, driven by Sarbanes-Oxley (SOX) and several other regulatory requirements, means that the scrutiny of internal controls, data security and process flows will only increase. For these reasons, unidentified errors and poor reconciliation compliance will quickly lead to serious consequences. T-Recs by Trintech offers a complete control framework for daily, monthly and periodic reconciliation. -
22
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. -
23
Evention
Evention
Evention is a leading edge software company focused on automating back-office processes. Evention takes pride in reinventing legacy manual processes with modern automation. Cash operations management carries cash into the digital age. Together, cash recycling, cash reconciliation, and courier management enable complete cash control for the back office. Manual gratuity management is time-consuming and error-prone. Ensure error-free and efficient gratuity distribution with Evention's Tips & Gratuities and Self-Service Tip Out solutions. Spreadsheets and manual tracking complicate credit card settlements. Credit Card Reconciliation by Evention removes the hassle by automating the reconciliation between the POS, the processor, and the bank. Consolidating the scattered, extensive, and complex components associated with billing group contracts, Group Billing by Evention simplifies group contract accounting and reconciliation. -
24
Regate
Regate
Regate automates your financial and accounting management and saves you time on a daily basis. 100% integrated with your accounting software, you benefit from real-time accounting that is always up to date. Regate has been designed to reduce the number of tools and save time for accountants and finance managers. Regate provides an intelligent, collaborative platform that makes your day-to-day accounting easier, understands, automates, and gives you greater control over your business. Save 90% of your invoice and payment processing time. Generate the right accounting entries and automate the retrieval of your receipts. Pay by SEPA transfer or directly by card, without ever connecting to your bank. Reconcile cost management and accounting monitoring on the same platform. Benefit from a unified and real-time view of all your accounting. Equip your teams with virtual and physical cards adapted to each need and follow all their operations in Regate.Starting Price: Free -
25
Clay
Clay Technologies
Utilize Clay's powerful lending stack and debt line to offer your customers a smooth, brand-aligned borrowing journey, embedded into your platform. Easily customize the look and feel of Clay's pre-built UI components to match your platform and brand. Clay has everything you need to deliver a full credit experience to your users without any external reliance. We manage regulatory responsibility for your loans and mortgages. Tailorable underwriting models, ensuring risk-balanced credit decisions. Instant access to debt capital, with clear KPIs for achieving leverage. Easy-to-integrate APIs, streamlining account management and collections. Robust compliance systems, ensuring your credit operations meet standards. Automated portfolio performance reporting, enabling clear data insights. Utilize Clay to monitor your loan tape data in real-time. Track borrower behavior, loan performance, and repayment trends via your dashboard, enabling prompt, data-driven decisions.Starting Price: $2,750 per month -
26
XREC
CALIXYS
Calixys is a software publisher that simplifies the management and control of financial flows. Thanks to a unique reconciliation and certification platform that combines performance, reliability and centralisation. Our cloud solutions are easy to use, accurate and designed for financial teams. They automate and accelerate tasks that are often time-consuming and repetitive, leaving teams free to focus on analysis, resolution and productivity. We strongly believe that a robust and efficient financial process is build by positioning reconciliation at the heart of financial information systems! Présentation XREC : XREC is a unique end-to-end reconciliation platform developed and integrated by Calixys. XREC makes all reconciliation operations faster, easier, and more reliable, thanks to a matching engine that is as powerful as it is accurate. With its flexible ETL, XREC supports not only large volumes of data, but also any type of sources, currencies and import formats. -
27
Sage Accounting
Sage
Sage Accounting is a cloud-based accounting solution designed to simplify financial management for small businesses, with AI-powered features that automate key tasks like invoicing, VAT returns, and receipt capture. It offers Making Tax Digital (MTD) compatibility and is recognized by HMRC, ensuring seamless tax submissions. Sage Copilot, the built-in AI assistant, helps users stay organized by automating reminders, generating professional communications, and providing real-time financial insights. The platform supports bank connections, cash flow control, detailed reporting, and optional payroll management. Available in three plans—Start, Standard, and Plus—Sage Accounting caters to different business needs, from sole traders to companies managing inventory and multiple currencies. Users benefit from a free 3-month trial, no long-term contracts, and award-winning support that helps maximize productivity.Starting Price: £18 per month -
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Hylobiz
Hylobiz
Get your Invoices Paid Faster with Hylobiz. Powerful, simplified tool to automate payment reminders, auto-reconciliations of receivables, and fast tracking your way to invoice collections. Invoice automation solution that works for your ERP is seamlessly integrated in just 2 clicks. Pre-configured for seamless integration with popular ERPs to make your work easier and faster every step of the way. Designed for who you are. Sales & Marketing Reel in your monthly collections targets without moving a finger. Stop chasing invoice collections with our automated payment reminders that send personalized Emails, SMS and WhatsApp notifications. Automated payment reminders. Real time collections dashboard. Customer health score. Get accounts health information on your fingertips Stop making manual reconciliation entries in ERP, and keep tabs on receivables and payables on the go; including cash and cheque payments. Auto-reconciliation. Digital account ledger sharing. -
29
ReconNET
Trintech
No matter how familiar you are with the process of handling the reconciliation of your organization’s important data, in the end, it presents complex challenges — too much volume, too much time, too many manual processes. And, all too often, inefficient workflows and lack of visibility stymie your team, quickly limiting the use of your reconciliation data across various lines of business. ReconNET is the ideal solution to all of these challenges, helping your office of finance save time, reduce financial risk and grow its value to your business. Our high-volume transaction and matching software automates over 90% of daily, monthly, and periodic reconciliation while reducing associated costs and risks. We want to help you mitigate data-entry and processing errors, minimize manual processes, and tighten your internal controls. -
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ReconXpert
Sydel Corporation
Although ReconXpert was originally created to reconcile the Federal Reserve accounting information to the financial institution’s general ledger, the application has evolved to eliminate all time-consuming manual reconciliation processes while ensuring that accurate and timely information is available to the financial institution’s management in order to make crucial business decisions on a daily basis. ReconXpert contains two distinct modules that work together to create an advanced reconciliation tool that has unparalleled soft-coded matching rules for rapid set-up and reconciling. The Operations Module is a Web-based application that allows your organization to perform multiple reconciliations based on the business rules defined in the Administration Module. The results are displayed and the users have the ability to review automatic matches, create manual matches and manual journal entries, track open items and investigate items. -
31
HostBooks
HostBooks, Inc.
HostBooks transforms and enriches your accounting experience through its structured and automated cloud-based accounting platform. We help you effectively manage your business finances by combining the usual accounting practices with cutting-edge technology. Be it receivables, payouts, inventories or bank reconciliations, HostBooks cuts down the compliance time, boosts up your productivity, and reduces the operational costs.Starting Price: $9.99.00/month -
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Fizen
Fizen
With Fizen , manage your activity in real time while benefiting from a complete management and invoicing solution. Stop relying on your accountant to make decisions. Designed and used by accountants for VSE executives. No more accounting entries, account numbers, bank reconciliations... Let Fizen do it... all your simplified accounting in a single application. Accounting software and all the tools you need to save time and grow your business. Fizen is completely secure and puts its experts at your disposal to help you whenever you want. No more typing, Fizen automatically synchronizes with your bank. Possibility of synchronizing several banks at the same time, as well as the details of your deferred debit credit card statements. Your banking transactions are categorized and translated automatically in order to produce your accounting documents. Edit and personalize your quotes and invoices to send them and get paid with just a few clicks. -
33
Embat
Embat
Automate and optimize your company’s treasury management. Take control of your treasury and optimize your liquidity management processes. Visualize and automate cash flows, reports, and cash and debt position forecasts. Short, medium, and long-term liquidity forecasts, connected with your ERP, accounting systems and FP&A platforms. Monitor your budget and plan scenarios efficiently. Automate more than 90% of your treasury’s accounting entries with generative artificial intelligence, ensuring accuracy and continuous updating of your accounts. Systematize your reporting and treasury indicators to speed up decision-making and reduce preparation time. Manage your payment processes on one platform. Automated accounting and reconciliation in your ERP, error-free and with no human intervention. -
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LundiMatin Business
LundiMatin
To manage sales, purchases, stocks and services, LMB provides you with numerous tools to increase efficiency and productivity. It simplifies, reduces, and speeds up repetitive operations such as entering and processing business documents. LMB allows you to recover time because it considerably reduces administrative processing times. The dashboards and statistics provided by LMB enlighten you on the reality of your activity to analyze, plan and make strategic decisions. The Lundi Matin Business commercial management software allows you to perform a bank reconciliation between your bank account and your cash journal, and to carry out your accounting exports. The software recording the main accounting entries, all you have to do is easily export your sales journals, purchase journals and bank journals to your accounting firm. -
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billage
billage
You have realized that a change will do very well for your organization. You want more organization and efficiency, so you’ve come to billage. The key to not getting lost between platforms is to have an intuitive tool with a global vision and that is integrated with all your business’ legs. Billage is easy and intuitive software. Your time is money; we know it and you know it too. Automate and focus on what’s important (and not lazy tasks). Connect your banks with billage and understand at a glance what is the status of your accounts. Perform bank reconciliation quickly. Create invoices in seconds and control your collection later. In addition, with the billage treasury panel, you can obtain predictions of your Cash Flow. Stop wasting your time going in and out of your inbox. Send emails from billage with custom templates and group them all in one place. -
36
Canopy
Canopy
Canopy is a secure and compliant loan management system that removes the constraints of legacy software. It is the most flexible API platform for loan management and servicing. The platform supports custom product constructs with flexible building blocks for an array of use cases. Canopy offers multi-product capabilities, real-time processing, account-level policies, callback automation, disputes and reversals, real-time statements, and more. Canopy fits into an ecosystem built to modernize debit cards and money transfers. By plugging into best-of-breed technology partners, Canopy provides end-to-end solutions for financial products of all kinds. Canopy empowers a better borrower experience through next-gen credit and lending products. -
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ReconArt
ReconArt
ReconArt is an enterprise-class fully web-based platform designed for end-to-end automation and integrated management of all data reconciliation processes. Our reconciliation software solution leverages best practices and technology in line with the digital transformation trends in finance & accounting. ReconArt’s integrated functionality supports all aspects of the reconciliation lifecycle : from administrative management and data integration, to robust transactional matching & exception management technology, to comprehensive, fully auditable balance sheet reconciliation, and other supporting functionality such as journal approvals and variance analysis. Through all this user-owned functionality, ReconArt supports any type of reconciliation, including but not limited to bank accounts, credit card, payments, GL/suspense, AR/AP, ledger to sub-ledger, intercompany, trades and positions, balance sheet.Starting Price: $300/month/user -
38
DevResults
DevResults
We're a small team, we take pride in our work, and we enjoy having clear real-world impact. This an exciting time to be working at the intersection of data and international development. The DevResults company began as Caudill Website Design and Construction, Inc. After several years building websites for clients in the international development space, we noticed that we were building the same thing over and over again. The DevResults company began as Caudill Website Design and Construction, Inc. After several years building websites for clients in the international development space, we noticed that we were building the same thing over and over again. Today, DevResults is a small-by-design, fully remote, and distributed company, with offices in Washington, D.C. and Barcelona, and staff in three time zones. A service that projects could subscribe to year-to-year, instead of making a huge upfront investment. -
39
Zoho Books
Zoho
Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.Starting Price: $10.00/month -
40
ReconXi
ReconXi
ReconXi is an AI-powered financial reconciliation tool designed to automate the process of matching transactions, eliminating the need for manual effort and reducing errors. Users can upload bank statements and company ledgers in CSV format, and the AI swiftly matches records, providing clear status indicators for matched and unmatched transactions. It caters to a diverse range of users, including startups, small and medium-sized enterprises (SMEs), financial professionals, enterprises, educational institutions, and freelancers, offering tailored solutions to streamline financial operations. By leveraging ReconXi, organizations can ensure accurate financial records, minimize manual work, and focus on core activities without the hassle of traditional reconciliation processes. Starting Price: $10 per month -
41
AutoRek
AutoRek
AutoRek can ease the task of meeting the regulatory obligation of client money / client asset protection. AutoRek allows you to manage your data seamlessly, putting the power in your hands when it comes to automated systems. AutoRek delivers robust automated reconciliation software that mitigates risk, enhances control and delivers efficiencies. Our industry-leading technology helps you to automate your data management and works with you to process your regulatory reports. AutoRek account reconciliation tools streamline the consolidation of data from disparate systems. With a comprehensive audit trail, our solution provides the transparency and governance required to meet reporting requirements. -
42
Controlle
Controlle
Financial control. Everything to control the accounts payable and receivable from your company. Bank reconciliation. Import your bank statement and make bank reconciliations in seconds. Management reports. The reports you need to define the future of your business. Issuance of notes. Service invoice for more than 250 city halls. Integrated with finance. Overview. Discover all features All the financial management of your company in one place. Controlling your financial need not be boring. With Controlle you can organize your bank accounts, credit cards in one place, make reconciliations in seconds. Understand your business with easy-to-understand reports. Controlle has the main reports you need to give the right direction for your business: Cash flow report. Bank account position. Category reports. Custom reports. Cost Center. Controlle does the heavy lifting of financial management for you. So you have plenty of time to dedicate yourself to growing your businessStarting Price: $8.41 per month -
43
Bank Rec
Treasury Software
Bank Rec™ takes the pain out of reconciling your bank accounts. Quickly and easily (and dare we say fun?) reconcile your bank accounts. Free your staff from time-consuming 'ticking and tying'. Matched records are tagged with an 'audit trail number', so you can easily research and report. Unmatched records are 'rolled forward' to each subsequent period until matched. Run a reconciliation report, even if you're out of balance (we'll recommend a journal entry). Additional reports are available in our bank reconciliation report library. Enables them to turn what may have been a 'one-person' job into a documented process that allows for consistency and personnel/operational backup. Easily works with any file saved in Excel/CSV/BAI from their bank or accounting package. The matching rules used can be ours or you can create your own bank reconciliation matching rules. Exception reports tell you why items didn't match, saving time in research and enabling you to focus on high exposure items.Starting Price: $199.95 per month -
44
IDOS
Digital CFO - IDOS
Digital CFO is an automated accounting, financial management & reporting software ERP, that is agnostic to sector and size of business. IDOS enables real-time and accurate transaction processing and ensures that the data processed is available in real-time for every upstream reporting & analytics activity. IDOS is used by businesses of all sizes including micro and small businesses as well as large multi national organisations with multiple branches and business segments. IDOS even powers the accounting & CFO services of two of the Big 4 Global Accounting & Audit firms, which use IDOS to provide accounting, financial management & reporting services to their end customers. One of the unique capability of IDOS is its ability to help the business to engage with the eco-system in which it functions. IDOS has in-built digital portal which can be accessed by customers, vendors, bankers of the business to transact and engage with the business in realtime. Contact us to know more.Starting Price: $5.00/month -
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Numeric
Numeric
With Numeric, leading teams organize their close, streamline reconciliations, and leverage AI for auto-drafted flux analysis and lightning-fast reporting. Centralize and streamline the month-end close with recurring workflows and collaboration tools. Numeric is built to enable you to move as fast as possible. Streamline the month-end close with recurring workflows and automation built for speed and control. Track and manage your whole close from one place, including journal entries, reconciliations, flux analysis, review notes, tasks, and subtasks. Set tasks to recur at any frequency, monthly, quarterly, annually, or on a custom cadence, so you always have the right checklist at the right time. View and resolve comments, get updates, perform reviews, and more from one dedicated place. Use rich-text procedures, pinned links, and more to document the details, so all the information is in one place. -
46
QBS Core Banking
QBS
QBS has been created to make financial services more efficient through the best use of technology. Particularly in emerging markets where legacy or traditional core banking are too slow and costly to adapt or integrate into new channels, without disregarding the ever-rising costs of maintenance and recurring services. QBS is the platform designed to speed up new and better financial products’ time to market while providing agility and effectiveness. Boosted Digital Transformation processes in financial services so that our clients become more responsive to an increasingly competitive market. Our platform has been created from the latest trends in digital banking at a global level. APIs and native Microservices, open and transparent data model, 100% real-time processing. Regulatory and operational support is provided through sound, simple, real-time, seamless processes and unlimited performance. -
47
Nomis Solutions
Nomis Solutions
The competition for customers and share of wallet continues to increase at a rapid pace. To win, leading banks and lenders rely on Nomis’ best-in-class technology to gain operational control, increase agility, and compete more effectively throughout the customer journey. Fueled by data, powered by sophisticated AI, and automated in the cloud, Nomis’ industry-leading Pricing and Profitability Management platform is designed for you and built for results. Deliver the right price to the right customer at the right time, with confidence. Better serve clientele with a true understanding of the entire loan lifecycle. Identify and act on areas of price sensitivity across competing markets. Support internal teams and drive more closed deals with smarter pricing. Save valuable time and resources with real-time, actionable analytics. Set margins with data-based certainty in comparison to market trends. -
48
Sahaj Accounting
Sahaj Software
Sahaj accounting is a Complete Business Solution. It Just not helps you to get update but also to manage general ledger, payables, recievables inventory & Analytical accounting efficiently. In addition to performing bank reconciliation and collections, you can even manage your financial process across multiple users, locations or companies and consolidate the records. Various functions of accounting can be performed simultaneously. For example, a lengthy ledger can be printed, while the user enters invoices. Organization that have branches in multiple locations may encounter difficulties in optimizing operational efficiencies and control within their various branches. Sahaj Account has a powerful feature that enables you to capture information under various business attributes or parameters for subsequent analysis and printing of analysis reports under those attributes. -
49
Kwik-Loan
Emphasys
Kwik Loan Loan Servicing and Origination solution is easy-to-use providing a comprehensive secure platform for all your loan servicing needs, with the ability provide complete loan portfolio management, reporting, document management, and much more! Enables lenders to streamline the loan servicing and debt collection processes. This powerful servicing software allows lenders to create and manage loans for their customers with integrated billing and payment features. Easily automate and manage the servicing of your loans with features such as TILA generation, ACH processing (debits, credits, and exceptions), payment reminders, ROI tracking & real-time financial reporting. Equip with Kwik Decision integration providing a loan underwriting module that can make credit decisions electronically. Loan originators can use a standard scoring module or design a customized solution with the assistance of one of our credit specialists.Click edit button to change this text.Starting Price: $95 per month -
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ZonePayments
Zone & Co
Businesses that thrive today and in the future have flexible and scalable technology that allows change and variation to unlock growth potential, not hinder it. ZonePayments gives you the simple and complex capabilities to adapt your lead-to-revenue processes when and how you need to. Seamlessly connect with 3rd-party payment providers, like Stripe, to collect customer payments and reconcile deposits directly within NetSuite, all without sacrificing control or compliance. Trust your data so you can focus on growing the business. Now you’ll be confident that your earnings are all recorded accurately and safely in NetSuite, not scattered among your different payment providers. Payments record your payouts and apply deposits to the right account directly in NetSuite. Goodbye errors, hello easy audit trails. Automated reconciliation means leaving the matching to the machine and the exceptions to the master.