Finance

377 products

Fathom Portfolio
Fathom
·Financial Reporting+2
-
Commentary Writer
Fathom
·Financial Reporting+2
-
Fathom
Fathom
·Financial Reporting+2
-
Scenarios and Simulations
Regicap
·Cap Table Management+2
-
BSA Air Management
Regicap
·Cap Table Management+1
-
BSPCE Plans Management
Regicap
·Cap Table Management
-
Cap Table Management
Regicap
·Cap Table Management
-
Fundbox Term Loan
Fundbox
·Business Credit & Lending+1
-
Fundbox Line of Credit
Fundbox
·Business Credit & Lending+1
-
freee Fixed Assets
freee
·Financial Reporting+2
-
freee Expense Management
freee
·Expense Management Platforms+2
-
freee Invoicing
freee
·Invoice Creation+2
-
freee Accounting
freee
·Accounting Platforms+2
-
Business Banking
Xendit
·Online Business Accounts+2
-
XenCapital
Xendit
·Business Credit & Lending+2
-
Corporate Credit Card
Xendit
·Corporate Cards+2
-
Expense Management
Xendit
·Expense Management Platforms+2
-
Global Treasury
Xendit
·Treasury Management Systems+2
-
Wealthsimple Business
Wealthsimple
·Online Business Accounts+2
-
Wealthsimple Invest
Wealthsimple
·Robo-Advisors
-
Wealthsimple Credit Card
Wealthsimple
·Business Credit & Lending+2
-
Wealthsimple Chequing
Wealthsimple
·Online Business Accounts
-
Emergency Savings
Vestwell
·Cash Flow Planning+2
-
529 Education Savings
Vestwell
·Tax Management+2
-
Making Tax Digital (MTD) Software
Taxfix
·Tax Management+2
-
Self Assessment Tax Return Service
Taxfix
·Tax Management+2
-
Nomad Insurance
SafetyWing
·Travel & Expense Management
-
PowerSchool Financial Strategy (Allovue)
PowerSchool
·Budgeting+2
-
Homebody Guaranty
Entrata
·Business Credit & Lending+2
-
Sales Tax Audits
Entrata
·Tax Management+2
-
Utility Expense Management
Entrata
·Expense Management Platforms+2
-
Bill Pay
Entrata
·Accounts Payable+2
-
Procure to Pay
Entrata
·Procurement-to-Pay+2
-
Job Costing
Entrata
·Expense Management Platforms+2
-
Budgeting
Entrata
·Budgeting+2
-
Accounting
Entrata
·Accounting Platforms+2
-
Curve Flex
Curve
·Corporate Cards+2
-
Finance Helper
Brigit
·Budgeting+2
-
Credit Builder
Brigit
·Business Credit & Lending+1
-
Instant Cash
Brigit
·Business Credit & Lending+1
-
NeoXam GP
NeoXam
·Accounting Platforms+2
-
NeoXam PMS
NeoXam
·Financial Reporting+2
-
Self Directed Investing
Stash
·Robo-Advisors+2
-
Smart Portfolio
Stash
·Robo-Advisors
-
Solo 401(k)
Betterment
·Robo-Advisors+2
-
IRAs
Betterment
·Robo-Advisors+2
-
Checking
Betterment
·Online Business Accounts
-
High-Yield Cash
Betterment
·Online Business Accounts+2
-
Crypto Investing
Betterment
·Robo-Advisors
-
Self-Directed Investing
Betterment
·Robo-Advisors+2
-
Automated Investing
Betterment
·Robo-Advisors+1
-
Procurify
Procurify
·Procurement-to-Pay+2
-
Vagaro Capital
Vagaro
·Business Credit & Lending
-
OpenText™ Vendor Invoice Management for SAP® Solutions
OpenText
·Accounts Payable+2
-
OpenText™ SWIFT Service Bureau
OpenText
·Financial Reporting+2
-
OpenText™ Financial Hub
OpenText
·Financial Reporting+2
-
Causal
Causal
·Financial Reporting+2
-
Kraken Institutional
Kraken
·Treasury Management Systems+2
-
Addactis IFRS 17
Addactis
·Financial Reporting+2
-
Déclarations fiscales
macompta
·Tax Management+2
-
Immobilisations
macompta
·Accounting Platforms+2
-
Notes de frais
macompta
·Expense Management Platforms+2
-
Comptabilité
macompta
·Accounting Platforms+2
-
Facturation
macompta
·Invoice Creation+2
-
Financial Manager
Tempo
·Budgeting+2
-
PicPay Investments
PicPay
·Business Credit & Lending+2
-
PicPay Loans
PicPay
·Business Credit & Lending
-
PicPay Credit Card
PicPay
·Corporate Cards+2
-
PicPay Digital Account
PicPay
·Online Business Accounts+2
-
Composio for Finance & Operations
Composio
·Expense Management Platforms+2
-
Insights
Mercury
·Financial Reporting+2
-
Command
Mercury
·Expense Management Platforms+2
-
Accounting Automations
Mercury
·Accounting Platforms+2
-
Invoicing
Mercury
·Invoice Creation+2
-
Expense Management
Mercury
·Expense Management Platforms+2
-
Business Credit Cards
Mercury
·Corporate Cards+2
-
Treasury by Mercury Advisory
Mercury
·Treasury Management Systems+2
-
Venture Debt
Mercury
·Business Credit & Lending+2
-
Working Capital Loans
Mercury
·Business Credit & Lending+2
-
Business Checking & Savings
Mercury
·Online Business Accounts+1
-
Assets
Plaid
·Business Credit & Lending+2
-
Balance
Plaid
·Financial Reporting+1
-
Transactions
Plaid
·Financial Reporting+2
-
Income
Plaid
·Business Credit & Lending+2
-
Mindbody Capital
Mindbody
·Business Credit & Lending+1
-
DeftHedge Solution
Diapason
·Financial Reporting+2
-
myDiapason
Diapason
·Treasury Management Systems+2
-
Zuora Revenue
Zuora
·Revenue Recognition+2
-
October
October
·Business Credit & Lending+1
-
RCA
RCA
·Accounting Platforms+2
-
Respaid
Respaid
·Dunning & Collections+2
-
Pulp
Pulp
·Invoice Creation+2
-
Comptalib
Comptalib
·Accounting Platforms+2
-
Birdee
Birdee
·Robo-Advisors
-
Lendio
Lendio
·Business Credit & Lending+2
-
MyU Pilotage Financier
MyUnisoft
·Forecasting+2
-
MyU Production Comptable et Fiscale
MyUnisoft
·Accounting Platforms+2
-
Accounting Automation
Volopay
·Accounting Platforms+2
-
Accounts Payable
Volopay
·Accounts Payable+2
-
Business Account
Volopay
·Online Business Accounts+2
-
Expense Management
Volopay
·Expense Management Platforms+2
-
Corporate Cards
Volopay
·Corporate Cards+2
-
Jeeves Instant Pay
Jeeves
·Accounts Payable+2
-
Jeeves Expense Management
Jeeves
·Expense Management Platforms+2
-
Jeeves Global Accounts
Jeeves
·Corporate Cards+2
-
Jeeves Corporate Cards
Jeeves
·Corporate Cards+2
-
End-To-End Payment Automation
Peakflo
·Accounts Receivable+2
-
Reimbursements - Travel & Expense
Peakflo
·Travel & Expense Management+2
-
Invoice-to-Cash Automation
Peakflo
·Accounts Receivable+2
-
Procure-to-Pay Automation
Peakflo
·Accounts Payable+2
-
AI Spend Management
Peakflo
·Spend Controls+2
-
NetAsset Tax Pro
Netgain
·Tax Management+2
-
NetLoan for Lenders
Netgain
·Business Credit & Lending+2
-
NetLoan for Borrowers
Netgain
·Business Credit & Lending+2
-
NetLessor
Netgain
·Accounting Platforms+2
-
NetCash
Netgain
·Bank Reconciliation+2
-
NetClose
Netgain
·Close Management+2
-
NetAsset
Netgain
·Accounting Platforms+2
-
NetLease
Netgain
·Accounting Platforms+2
-
CFO Solution Platform
Lucanet
·Financial Reporting+2
-
Yubi Credit Platform
Yubi
·Business Credit & Lending
-
YuVerse
Yubi
·Business Credit & Lending+2
-
Lending OS
Yubi
·Business Credit & Lending+2
-
Botkeeper
Botkeeper
·Accounting Platforms+2
-
Property & Lease Management
Binary Stream
·Accounting Platforms+2
-
Subscription Billing
Binary Stream
·Recurring Invoicing+2
-
Multi-Entity Management
Binary Stream
·Accounting Platforms+2
-
Drake Accounting
Drake Software
·Accounting Platforms+2
-
Drake Tax Online
Drake Software
·Tax Management+2
-
Drake Tax
Drake Software
·Tax Management+1
-
Luno Earn on Digital Dollars with USDC
Luno
·Online Business Accounts+1
-
Luno Price Prediction
Luno
·Forecasting
-
Givebutter Wallet
Givebutter
·Online Business Accounts+2
-
MetaMask
Consensys
·Online Business Accounts
-
Fiscal Data
Belvo
·Tax Management+2
-
Employment Data
Belvo
·Business Credit & Lending
-
Precision LM
SS&C Technologies
·Business Credit & Lending+2
-
MarginMan
SS&C Technologies
·Financial Reporting+2
-
Global Debt Manager
SS&C Technologies
·Financial Reporting+1
-
Flex
SS&C Technologies
·Accounting Platforms+2
-
Financial Wellness Center
SS&C Technologies
·Financial Reporting+2
-
EVOLV
SS&C Technologies
·Business Credit & Lending+2
-
DBC Municipal Finance Solutions
SS&C Technologies
·Financial Reporting+2
-
ALTSERVE
SS&C Technologies
·Financial Reporting+1
-
Geneva
SS&C Technologies
·Accounting Platforms+2
-
Black Diamond Wealth Platform
SS&C Technologies
·Financial Reporting+2
-
Expense Management
Paycom
·Expense Management Platforms+2
-
GL Concierge
Paycom
·Accounting Platforms+2
-
Front Office Solutions
Broadridge
·Financial Reporting+2
-
Private Capital Suite
FIS
·Accounting Platforms+2
-
Automated Finance
FIS
·Accounts Payable+2
-
MoneyLion
Gen
·Online Business Accounts+2
-
FICO® TRIAD® Customer Manager
FICO
·Financial Reporting+2
-
Tax-Wise
Tyler Technologies
·Tax Management
-
Priority Based Budgeting
Tyler Technologies
·Budgeting+2
-
AP Automation
Tyler Technologies
·Accounts Payable+2
-
ACFR Statement Builder
Tyler Technologies
·Financial Reporting+1
-
Novy POM
Novelis
·Purchase Orders+1
-
smartProcurement
ika technology
·Procurement-to-Pay+2
-
smartBudget
ika technology
·Budgeting+2
-
smartTax
ika technology
·Tax Management+2
-
Eldorado Platform
Eldorado
·Business Credit & Lending+3
-
WYZ Central Billing
WYZ
·Invoice Creation+1
-
Teledec Account Filing Service
Teledec
·Tax Management+2
-
Teledec Online Tax Declaration
Teledec
·Tax Management+2
-
iSYBUY Source-to-Pay Solution
iSYBUY
·Procurement-to-Pay+2
-
COBA Finances
Berger-Levrault
·Accounting Platforms+2
-
Xloan
Open
·Business Credit & Lending+1
-
Kwote Credit Management & Debt Collection Software
kwote
·Accounts Receivable+2
-
Expense Management
Infor
·Travel & Expense Management+2
-
Treasury Management
DFNS
·Treasury Platforms+1
-
Accounting Expertise Service
Captain Contrat
·Accounting Platforms+2
-
Web2vi Software
Web2vi
·Construction Management+1
-
Dispute
BlueCargo
·Invoice Matching+1
-
Reporting & Data
Airporting
·Financial Reporting+2
-
Accounting
Airporting
·Accounting Platforms+2
-
Part-Time CFO/CFO
Airporting
·Financial Reporting+2
-
Agentix
Inqom
·Accounting Platforms+2
-
Inqom Gestion
Inqom
·Accounting Platforms+2
-
Inqom Expert
Inqom
·Accounting Platforms+2
-
AI Invoice Management
Inpulse
·Accounts Payable+2
-
Rocket Money
Rocket Money
·Budgeting+2
-
iPaidThat
iPaidThat
·Invoice Creation+2
-
Treasury
Tipalti
·Cash Flow Planning+2
-
Expense Management
Tipalti
·Expense Management Platforms+3
-
Procurement
Tipalti
·Procurement-to-Pay+2
-
Mass Payments
Tipalti
·Accounts Payable+1
-
Accounts Payable
Tipalti
·Accounts Payable+3
-
Tradeshift Virtual Credit Cards
Tradeshift
·Corporate Cards+2
-
Tradeshift Procure to Pay
Tradeshift
·Procurement-to-Pay+2
-
Tradeshift e-Invoicing and AP Automation Platform
Tradeshift
·Accounts Payable+2
-
FreeAgent
FreeAgent
·Accounting Platforms+2
-
Reshop
Emburse
·Travel & Expense Management+2
-
Pay Enterprise
Emburse
·Expense Management Platforms+3
-
Invoice Professional
Emburse
·Accounts Payable+2
-
Invoice Enterprise
Emburse
·Accounts Payable+2
-
Go
Emburse
·Travel & Expense Management
-
Expense Professional
Emburse
·Expense Management Platforms+2
-
Expense Enterprise
Emburse
·Expense Management Platforms+2
-
Captio
Emburse
·Expense Management Platforms+2
-
Book Professional
Emburse
·Travel & Expense Management
-
Book Enterprise
Emburse
·Travel & Expense Management
-
Emburse Cards
Emburse
·Corporate Cards+2
-
Emburse Assurance
Emburse
·Expense Management Platforms+2
-
Emburse Spend
Emburse
·Expense Management Platforms+2
-
Treasury & FX
Checkout
·Cash Flow Planning+2
-
Wise
Wise
·Payment Reconciliation+2
-
Karmen
Karmen
·Business Credit & Lending+2
-
Cleo
Cleo
·Budgeting
-
Carta
Carta
·Cap Table Management+2
-
Nopillo Tax Savings Simulator
Nopillo
·Tax Management+1
-
Nopillo Accounting Software
Nopillo
·Accounting Platforms+2
-
Professional Account and Billing
Legalstart
·Online Business Accounts+2
-
LS Compta
Legalstart
·Accounting Platforms+2
-
AI Assistant (SIA)
Lydia
·Online Business Accounts+2
-
Sumeria AI Bank Accounts
Lydia
·Online Business Accounts+1
-
Hyperline Usage-based
Hyperline
·Recurring Invoicing+2
-
Hyperline Billing
Hyperline
·Recurring Invoicing+2
-
Shine Team Expenses
Shine
·Expense Management Platforms+2
-
Shine Invoicing
Shine
·Invoice Creation+2
-
Shine Professional Account
Shine
·Online Business Accounts+2
-
Tariff Code Classification
Avalara
·Tax Management+2
-
Avalara Tax Research
Avalara
·Tax Management+2
-
Avalara Business Licenses
Avalara
·Tax Management+1
-
Avalara 1099 & W-9
Avalara
·Tax Management+1
-
Avalara Exemption Certificate Management
Avalara
·Tax Management+2
-
Avalara E-Invoicing and Live Reporting
Avalara
·Tax Management+2
-
Avalara Returns
Avalara
·Tax Management+1
-
Avalara AvaTax
Avalara
·Tax Management+2
-
Reminder Module
Piloc
·Dunning & Collections+1
-
Payhawk Platform
Payhawk
·Expense Management Platforms+2
-
Najar Procurement Platform
Najar
·Procurement-to-Pay+5
-
Syft Analytics
Xero
·Accounting Platforms+2
-
Xero Tax
Xero
·Tax Management+2
-
Xero Cashbook & Ledger
Xero
·Accounting Platforms+2
-
Xero Workpapers
Xero
·Tax Management+2
-
Xero HQ
Xero
·Accounting Platforms+2
-
Xero Accounting Software
Xero
·Accounting Platforms+2
-
Brex Travel
Brex
·Expense Management Platforms+2
-
Brex Bill Pay
Brex
·Accounts Payable+2
-
Brex Accounting Automation
Brex
·Accounting Platforms+2
-
Brex Expense Management
Brex
·Spend Controls+2
-
Brex Business Account
Brex
·Online Business Accounts+2
-
Brex Corporate Card
Brex
·Corporate Cards+2
-
PayPal Credit
PayPal
·Business Credit & Lending+2
-
PayPal Business Debit Mastercard
PayPal
·Corporate Cards+2
-
Ramp Banking
Ramp
·Corporate Cards+2
-
Accounting Automation
Ramp
·Expense Management Platforms+2
-
Ramp Intelligence
Ramp
·Expense Management Platforms+2
-
Procurement
Ramp
·Procurement-to-Pay+2
-
Travel
Ramp
·Travel & Expense Management+3
-
Accounts Payable
Ramp
·Accounts Payable+3
-
Expense Management
Ramp
·Expense Management Platforms+2
-
Corporate Cards
Ramp
·Corporate Cards+3
-
IBM Planning Analytics
IBM
·Business Planning Platforms+2
-
Navan Payments
Navan
·Expense Management Platforms+2
-
Navan Expense
Navan
·Expense Management Platforms+2
-
Navan Travel
Navan
·Travel & Expense Management
-
Revolut Business Cards
Revolut
·Corporate Cards
-
Revolut Business Accounts
Revolut
·Online Business Accounts
-
Sage Accounting
Sage
·Accounting Platforms
-
Coupa Expense Management
Coupa Software
·Expense Management Platforms
-
Coupa Procurement
Coupa Software
·Procurement-to-Pay
-
Kolecto
Kolecto
·Invoice Creation
-
Working Capital
Kyriba
·Accounts Receivable+2
-
Connectivity
Kyriba
·Treasury Platforms+1
-
Risk Management
Kyriba
·Forecasting+2
-
Treasury
Kyriba
·Cash Flow Planning+2
-
Liquidity Performance
Kyriba
·Cash Flow Planning+2
-
Zoho Books
Zoho
·Accounting Platforms+2
-
IT Leaseback
Fleet
·Business Credit & Lending
-
Obat
Obat
·Invoice Creation+2
-
Dougs Electronic Invoicing Software
Dougs
·Invoice Creation+2
-
Dougs Accounting Software
Dougs
·Accounting Platforms+2
-
Trustpair Platform
Trustpair
·Supplier Management+2
-
Currency Risk Management
iBanFirst
·Forecasting+2
-
Augmented Currency Accounts
iBanFirst
·Online Business Accounts+2
-
Vera
Payflows
·Supplier Management+3
-
Athena
Payflows
·Accounting Platforms+3
-
Metis
Payflows
·Cash Flow Planning+2
-
Apollo
Payflows
·Procurement-to-Pay+2
-
Upflow
Upflow
·Accounts Receivable+2
-
Supervizor Platform
Supervizor
·Financial Reporting+2
-
Budget Management
Yooz
·Budgeting+2
-
Vendor Statement Reconciliation
Yooz
·Accounts Payable+2
-
Payment Automation
Yooz
·Accounts Payable+2
-
Fraud Prevention
Yooz
·Accounts Payable+2
-
P2P Automation
Yooz
·Procurement-to-Pay+2
-
AP Automation
Yooz
·Accounts Payable+3
-
Pivot AI Operating System
Pivot
·Procurement-to-Pay+2
-
Dexxter
Teamleader
·Accounting Platforms+2
-
Teamleader One
Teamleader
·Invoice Creation+2
-
Business Accounts
Swan
·Online Business Accounts+1
-
Invoices
SumUp
·Invoice Creation+2
-
Shopify Capital
Shopify
·Business Credit & Lending+1
-
QuickBooks Money
Intuit
·Accounting Platforms+3
-
QuickBooks Desktop Enterprise
Intuit
·Accounting Platforms+1
-
QuickBooks Self-Employed
Intuit
·Accounting Platforms+2
-
QuickBooks Solopreneur
Intuit
·Accounting Platforms+2
-
QuickBooks Online
Intuit
·Accounting Platforms+2
-
Accounts & Virtual IBANs
Powens
·Banking-as-a-Service+1
-
Accounts & Payments
Powens
·Online Business Accounts+1
-
Mollie Capital
Mollie
·Business Credit & Lending+1
-
Mollie Invoicing
Mollie
·Invoice Creation+2
-
Mollie Business Accounts
Mollie
·Online Business Accounts+2
-
Libeo
Libeo
·Expense Management Platforms+2
-
Indy Professional Account
Indy
·Online Business Accounts+1
-
Indy Invoicing Software
Indy
·Invoice Creation+2
-
Indy Online Accounting
Indy
·Accounting Platforms+2
-
FreshBooks
FreshBooks
·Accounting Platforms+3
-
Expensya
Expensya
·Expense Management Platforms+2
-
Expense Management
Eurécia
·Expense Management Platforms+2
-
EBP Automobile
EBP
·Accounting Platforms+2
-
EBP Association
EBP
·Accounting Platforms+2
-
EBP Fiscalité
EBP
·Tax Management+2
-
EBP Facturation
EBP
·Invoice Creation+2
-
EBP Comptabilité
EBP
·Accounting Platforms+2
-
Electronic Invoices
Docaposte
·Invoice Creation+2
-
Dext Bookkeeping Automation Software
Dext
·Accounting Platforms+3
-
Defacto Core
Defacto
·Business Credit & Lending+2
-
Defacto Connect
Defacto
·Business Credit & Lending+2
-
Defacto Direct
Defacto
·Business Credit & Lending+2
-
Sage 50 Gestion Commerciale
Ciel
·Invoice Creation+2
-
Sage 50 Liasse Fiscale
Ciel
·Accounting Platforms+2
-
Sage 50 Gestion d'entreprise
Ciel
·Accounting Platforms+2
-
Sage 50 Compta
Ciel
·Accounting Platforms+2
-
Automated Continuous Bank Reconciliation
Bridge
·Bank Reconciliation+2
-
Solvency Evaluation
Bridge
·Business Credit & Lending+2
-
Cash Flow Planning
Agicap
·Cash Flow Planning+2
-
Accounts Receivable Automation (ARA)
Agicap
·Accounts Receivable+2
-
Accounts Payable Automation (APA)
Agicap
·Cash Flow Planning+2
-
Bank & ERP Connectivity
Agicap
·Bank Reconciliation+1
-
Payments
Agicap
·Accounts Payable+1
-
Cash Management & Forecasting
Agicap
·Cash Flow Planning+3
-
Adyen Embedded Finance
Adyen
·Banking-as-a-Service+1
-
Adyen Issuing
Adyen
·Corporate Cards+2
-
Abby Accounting Software
Abby
·Accounting Platforms+2
-
Abby Electronic Billing Platform
Abby
·Invoice Creation+2
-
Abby Invoicing Software
Abby
·Invoice Creation+2
-
Mooncard Expense Management Software
Mooncard
·Expense Management Platforms+2
-
Mooncard Corporate Card
Mooncard
·Corporate Cards+2
-
Spendesk Spend Management Platform
Spendesk
·Spend Controls+2
5
Pleo Reimbursements
Pleo
·Expense Management Platforms+2
-
Pleo Invoices
Pleo
·Expense Management Platforms+3
-
Pleo Smart Company Cards
Pleo
·Expense Management Platforms+2
-
Chargebee RevRec
Chargebee
·Revenue Recognition+2
-
mySilae Expense
Silae
·Expense Management Platforms+2
-
Expensify
Expensify
·Expense Management Platforms+5
-
Workday Adaptive Planning
Workday
·Business Planning Platforms+2
-
Workday Financial Management
Workday
·Accounting Platforms+2
-
Stripe Capital
Stripe
·Business Credit & Lending
-
Odoo Accounting
Odoo
·Accounting Platforms+2
-
Treezor CaaS
Treezor
·Banking-as-a-Service+1
-
Treezor BaaS
Treezor
·Banking-as-a-Service+3
-
BILL Accountant Console
BILL
·Accounting Platforms+3
-
BILL International Payments
BILL
·Accounts Payable+2
-
BILL Virtual Card
BILL
·Corporate Cards+2
-
BILL Business Credit
BILL
·Business Credit & Lending+2
-
BILL Spend & Expense
BILL
·Expense Management Platforms+2
-
BILL Accounts Receivable
BILL
·Accounts Receivable+2
-
BILL Accounts Payable
BILL
·Accounts Payable+2
-
Pigment Platform
Pigment
·Business Planning Platforms+3
-
Cegid Notilus
Cegid
·Travel & Expense Management+2
-
Qonto Credit Solutions
Qonto
·Business Credit & Lending+3
-
Qonto AI Agents
Qonto
·Expense Management Platforms+2
-
Qonto E-invoicing
Qonto
·Invoice Creation+2
-
Qonto Business Account
Qonto
·Online Business Accounts+3
-
Professional Travel
Swile
·Travel & Expense Management
-
Swile Card
Swile
·Benefits Administration+1
-
Expenses
Lucca
·Expense Management Platforms+2
-
Pennylane
Pennylane
·Accounting Platforms+3
4.8
Tiime Compte Pro
Tiime
·Expense Management Platforms+3
-
Tiime Facturation Électronique
Tiime
·Invoice Creation+2
-
Accounts Payable
N2F
·Accounts Payable+3
-
Corporate Cards
N2F
·Corporate Cards+3
-
Expense Reports
N2F
·Expense Management Platforms+2
-
LinkedIn Talent Insights
LinkedIn Talent Solutions
·Hiring Analytics+1
-
Financial ReportingMainCash Flow PlanningForecasting

Fathom Portfolio is designed for accounting firms to easily oversee, monitor, and engage with their entire client base, offering a cost-effective solution for client management.

Features

  • Monitor client base with an insights dashboard
  • Create custom management reports
  • Perform cash flow forecasting and planning
  • Generate consolidated financial reports
  • Integrate with multiple accounting platforms
  • Import financial data from Excel and Google Sheets
  • Use custom tags to sort and identify client opportunities
  • Generate visually engaging summary reports