Best Other Finance & Admin. Software

Products Buyer's Guide
9.6
Amazing Marvin
★★★★★

Amazing Marvin

A highly customizable personal productivity app that lets you manage your projects, tasks and time. It combines to-do and calendar functionality.

The search is ended – Amazing Marvin is the real deal. - Bruce M.

Ease of use
Support
Ease of Setup
8.2
Quicken
★★★★★

Quicken

Quicken is a personal finance management tool that helps to organize and manage personal budgets.

A long time user of Quicken - George H.

Ease of use
8.3
Support
8.1
Ease of Setup
7.4

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

8.4
Fixed Assets CS
★★★★★

Fixed Assets CS

Fixed Assets CS provides you with the necessary tools to calculate and keep track of your clients' fixed asset and depreciation activity. You can enter client data, assets, and information about those assets. Fixed Assets CS automatically calculates the correct depreciation based on the asset's method of depreciation, life, and the date it was placed in service. You can then print predefined or customized depreciation worksheets, forms, and ...

Review of TR - Natallia H.

Ease of use
7.7
Support
8.5
Ease of Setup
0.0
8.2
SWELLEnterprise
★★★★★

SWELLEnterprise

SWELLEnterprise is an all in one business management application that was designed to put enterprise-style functionality in the hands of solopreneurs, agencies and small teams at an affordable cost.

SWELLEnterprise has potential, features need better logic. - Accretion D.

Ease of use
8.0
Support
8.3
Ease of Setup
7.1
7.0
Logix Financial Planning
★★★★★

Logix Financial Planning

Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

I have used Finance Logix for a number of years - User in Financial Services

Ease of use
6.3
Support
7.2
Ease of Setup
6.5
5.8
ReadSoft
★★★★★

ReadSoft

ReadSoft - Automating document driven processes in the cloud and on premise

Ditch Paper with ReadSoft - User in Government Administration

Ease of use
Support
Ease of Setup
8.2
Broadridge Advisor Portal
★★★★★

Broadridge Advisor Portal

Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

Great Content, Not the Most Appealing Layout - Michael L.

Ease of use
Support
Ease of Setup
7.2
Quickbook Synchronizer
★★★★★

Quickbook Synchronizer

Synchronization of all your business accounts and invoices to keep a regular track of day to day business transactions.

No double data entries!! - Holly K.

Ease of use
Support
Ease of Setup
7.0
AutoEntry
★★★★★

AutoEntry

Automate data entry for your bookkeeping or accountancy practice.

Easy analysis of expenses - Trevor R B.

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

10.0
Uncat
★★★★★

Uncat

Uncat syncs with QuickBooks Online and helps bookkeepers, accountants, and clients to fix uncategorized expenses.

Uncategorized Expenses - a MUCH better way! - Alicia G.

Ease of use
Support
Ease of Setup

Languages supported: English

10.0
OrangeQC
★★★★★

OrangeQC

OrangeQC is a simple web-based inspection software for cleaning companies.

Perfect for audits - User in Hospital & Health Care

Ease of use
Support
Ease of Setup

Languages supported: English

9.4
MS Project Jira Connector
★★★★★

MS Project Jira Connector

Advaiya has created Agile Jira connector that syncs the Epic, Stories, Tasks, Subtasks and Bugs in Jira and MS Project Pro. The connector allows project managers and executives to get better insights into the agile managed projects.

Advanced project management tools - Yassine M.

Ease of use
Support
Ease of Setup
9.4
Trading and Matching Technology
★★★★★

Trading and Matching Technology

Nasdaq's matching technology provides execution venues of all sizes with reliable, comprehensive, multi-asset capabilities to keep pace with ever-changing market requirements. The functionally-rich platforms support trading in any asset, anytime, anywhere and are both scalable and flexible to adapt as your firm expands into new asset classes or looks to offer additional services. Additionally, Nasdaq solutions offer the ability to trade multiple ...

Best trading platform. - User in Information Technology and Services

Ease of use
Support
Ease of Setup
9.0
SaasAnt Transactions (Online)
★★★★★

SaasAnt Transactions (Online)

SaasAnt Transactions (Online) lets you import, export, and delete your XLS/XLSX/CSV file transactions easily and quickly in QuickBooks Online.

Huge Time Saver for QuickBooks Online (QBO) - Tom C.

Ease of use
Support
Ease of Setup
8.0
Moxy
★★★★★

Moxy

Advents Moxy trade order management system is your firms command and control center a centralized platform for making and executing trading decisions quickly and confidently. With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Moxy streamlines your trading workflow while giving you control and visibility across the entire process, from asset allocation through settlement.

Advent Moxy - User in Investment Management

Ease of use
Support
Ease of Setup
6.4
ApprovalMax
★★★★★

ApprovalMax

ApprovalMax is a cloud-based approval workflow solution for finance and accounting.

Makes submitting volunteer expenses easy - User in Non-Profit Organization Management

Ease of use
Support
Ease of Setup

Languages supported: English

10.0
Nubank
★★★★★

Nubank

Nubank is a leading financial technology company in Latin America. Its first product, launched in 2014, is a no-fee credit card that is fully managed by a mobile app. Almost 30 million people have requested the product since launch, and the company has passed the 12 million customer mark.

Nubank Review - Andre C.

Ease of use
Support
Ease of Setup
8.0
Working Papers
★★★★★

Working Papers

CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.

Working Papers review - User in Accounting

Ease of use
7.6
Support
7.8
Ease of Setup
7.7
9.6
FICO Score XD
★★★★★

FICO Score XD

FICO Score XD, developed by LexisNexis in partnership with FICO and Equifax and based on Equifax, LexisNexis, and NCTUE data, leverages alternative data sources to assess credit worthiness among traditionally unscorable populations.

Fico xd - kelly g.

Ease of use
Support
Ease of Setup
8.6
iPoint
★★★★★

iPoint

Business management platform designed for Audio Video integrators, also applicable to service oriented companies like Electricians, Plumbers, etc. Includes CRM, Product Catalog, Proposals, Project Management, Invoices, QuickBook Integration, Sales Orders, Purchase Orders.

iPoint has replaced how we send out bids, manage projects and keep track of our tech's time on jobs. - Tyler R.

Ease of use
Support
Ease of Setup
8.6
Blaze Advisor Decision Rules Management System
★★★★★

Blaze Advisor Decision Rules Management System

FICO Blaze Advisor is the decision rules management system, maximizing control over high-volume operational decisions. Blaze Advisor provides companies with a scalable solution that delivers unprecedented agility and actionability for smarter business decisions.

Fico blaze review - Viral D.

Ease of use
Support
Ease of Setup
8.0
Brigit
★★★★★

Brigit

Providing a transparent and fair alternative that empowers everyday Americans so that they can make ends meet and get the financial relief they deserve.

It's ok - Taylor C.

Ease of use
Support
Ease of Setup
7.6
Data Axle Credit Solutions
★★★★★

Data Axle Credit Solutions

Credit.net allows you to quickly obtain credit information on your customers, suppliers, and partners from our database of 15.5 million U.S. and Canadian businesses, including privately owned, small or hard-to-find companies. Credit.net gives you the power to protect your business, before granting credit terms.

Decent Experience, Happy with Product - User in Computer Software

Ease of use
Support
Ease of Setup
7.0
Card Alert Service
★★★★★

Card Alert Service

FICO Card Alert Service protects customers from fraudulent transactions and reduces financial organizations exposure to significant financial losses

Saved me a bunch - User in Retail

Ease of use
Support
Ease of Setup
5.6
Polybius
★★★★★

Polybius

Polybius is a project aimed to create a regulated bank for the digital generation.

Polibius - KEVIN A.

Ease of use
Support
Ease of Setup
10.0
Score Open Access
★★★★★

Score Open Access

FICO Score Open Access empowers you to share FICO Scores you already use for account risk management decisions with your customers, with no additional score fees charged by FICO. Through FICO Score Open Access, you provide your customers with their FICO Scores, empowerment tools, and credit education through multiple channels and at varying frequencies.

Great customer focused credit rating app - Francis B.

Ease of use
Support
Ease of Setup
10.0
FXCM
★★★★★

FXCM

FXCM offers educational courses on FX trading and provides trading tools proprietary data and premium resources.

FXCM, the best way to trade currency pairs - Ladona S.

Ease of use
Support
Ease of Setup
10.0
Business Credit Reports
★★★★★

Business Credit Reports

Global Database Credit Risk Solution includes credit scores and limits (current and history), payments and inquiries, mortgages, charges and court judgements, shareholders and corporate group structures, trading addresses, up to 5 years of financial data, key performance indicators and ratios, company identifiers (e.g. registration numbers, tax IDs, trade styles). US data includes UCC (liens), bankruptcies, and payment histories.These can be ...

A must have credit risk solution before on-boarding a new supplier - Sergiu B.

Ease of use
Support
Ease of Setup
B2B Software Guide