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Audit Software
Audit software is designed to help organizations plan, manage, and conduct audits in a more efficient and systematic manner. These tools enable auditors to collect, document, and analyze data to ensure compliance with internal policies, regulatory standards, and financial practices. Audit software often includes features such as risk assessment, workflow automation, document management, and reporting capabilities, which streamline the audit process. It helps auditors identify discrepancies, inefficiencies, or risks in financial statements, operational processes, and security practices. By automating various tasks and providing real-time insights, audit software enhances the accuracy and effectiveness of audits, ensuring that organizations maintain transparency and accountability.
Finance Software
Financial software is a broad category of financial software. Finance software provides all the necessary tools to record, store, manage, analyze and process financial information, accounting, trading, records, bills, transactions, and more.
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1
Curbstone
Curbstone Corporation
Credit Card, ACH, and IVR Payment SaaS for Your IBM i, iSeries, and AS/400. Ensure a simple, stress-free implementation using native RPG APIs for the IBM i, iSeries, and AS/400. Eliminate manual data entry, achieve real-time authorizations, and perform background and recurring charges using cards on file. Take your entire existing infrastructure out of scope for PCI, helping you spend less time on compliance reporting and audits. Reduce your risk – and protect your data – by eliminating sensitive data on your systems with remote payment tokenization. ...Starting Price: $17,000 -
2
LenderClose
LenderClose
LenderClose’s forward-thinking platform and award-winning technology compiles all of the information lenders need, in one, single hub. LenderClose helps credit unions and community banks streamline the process of lending and underwriting, to create speed, efficiency and a better borrowing experience. LenderClose is built by lenders, compiling decades of lending and technology experience. Tech-driven solutions are charting a new course for how the lending process should be. ... -
3
DotNetInvoice
AfterNorth
DotNetInvoice is a customizable full source Internet billing solution for service providers, contractors, professional services, integrators, developers and more. With DNI you can: - Email invoices and accept payments online with numerous payment gateways ACCEPT ONLINE PAYMENTS - Automated recurring billing for daily/monthly/yearly or customized billing periods. - Support for 9 currencies - Full source code for VB and C# .net - 100% guaranteed satisfaction - Sync your data with...Starting Price: $99.00/one-time -
4
AccountAbly
AccountAbly
...It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.Starting Price: $9.99 per month -
5
Tickmark
Lumbrela
...It is used by small and midsize audit companies. The solution provides an option of workflow with included ISA compliant working papers. Tickmark Reporting tool allows easy compilation of different reports (Financial Statements reports, Management reports with KPIs and consolidated reports) based on the import of the company's trial balance.Starting Price: $11.25 per month -
6
otris corporate
otris software
...Up-to-date, consistent information on locations, investors, committees and mandate holders is a prerequisite for implementing the tasks. If data and documents are distributed in different places in the group, the compilation is not only cumbersome, but also uncertain: Is the information up-to-date? Is it complete? What are the interrelationships between the investment data? And what developments have led to the current status? The solution, a central software system for investment management. -
7
Sumex
Sumex
...It contains the business components and workflows, which can be assembled and parameterized in a modular way. Current and correct tariff and reference data are central to efficient invoice verification. Sumex reference data is compiled from publicly available sources, processed in a timely manner and made available on the Sumex tariff server. The data is additionally presented in an information system and can be consulted directly by the experts in the context of the current billing. DRG Expert supports the controlling of billing for services in acute care, created according to SwissDRG regulations. ... -
8
swool.io
swool.io
...Quickly and accurately capture income and expenses by importing your bank statement into the system. Allocating directly to customer accounts. Easily update and inform clients. Send communications by the lesson affected. No longer need to compile a list of individuals that need notifications. -
9
Trovata
Trovata
...Trovata is an open banking platform that lets companies instantly know how much cash they have, forecast more quickly, and manage cash flow with precision. 75% of the work that goes into analyzing cash is manually compiling the source data and rolling over Excel models for most companies. Put an end to manual workflows with Trovata.io.Starting Price: $500 per month -
10
CFOUR
CFOUR
...CFOUR instills simplicity by replicating the familiar consolidation process in accounting into the four distinct stages of the consolidation. Our system takes off by collating data from different sources such as Excel or ERP into one data stream. A stabilized compilation of the subsidiary accounts to produce management accounts. Inter-company reconciliation involves journal entries where inter-company elimination is logged and validated through a simple user-friendly interface. Consolidate the subsidiary accounts with a clear vision into the holding company and produce consolidated statements. ... -
11
NEMS Panorama
NEMS
As an environmental team lead or manager, you know firsthand how crucial ESG (Environmental, Social, and Governance) reporting is for your organization's reputation, credibility, and financial performance. However, the process of compiling and reporting ESG data can be a nerve-wracking experience. NEMS Panorama is the expert solution for Oil and Gas operators who need to simplify sustainability reporting and comply with ESG obligations. Developed by industry professionals, NEMS Panorama is a powerful and cost-effective SaaS reporting solution that provides tailored expertise and insights. ... -
12
Experian Bank Wizard Absolute
Experian
...Bank Wizard Absolute makes the connection between your customers, suppliers, and their bank accounts in near real-time so that you can be confident you are making payments to the right businesses. We will provide a solution that fits your budget and requirements, but you can rest assured that our data is collected, compiled, and delivered to the highest possible quality. Drastically reduce payment processing errors. -
13
ApprovalMax
ApprovalMax
...You can implement a variety of rules for each approval step and have as many steps as you like. No matter how complex your delegation of authority policy is, it can be automated with ApprovalMax. You no longer need to waste time compiling audit logs. ApprovalMax creates for each approved document a detailed audit report, which gets attached to it in the accounting system. There is also the option to provide auditors with access to all the approval workflows in read-only mode.Starting Price: $39 per month -
14
Kinective Migrate
Kinective
...Offering a proprietary blend of automation alongside a team of data specialists well-versed in the intricacies of these conversions—your data is in experienced hands. Kinective Viewer™ (formerly OmniView) is a non-conversion option for access to legacy data. Viewer uses a unique set of plug-ins across imaging systems to compile data into a browser-bases repository so executives can view, research, print, and access multiple data sets quickly without having to wait or go through a time-consuming data conversion. -
15
PIRAMIS
L-SOFT
...There is nothing to prevent the payroll data, prepared by our company, from being displayed in our client’s PIRAMIS™ HR system. The internal reports and analyzes can be prepared. We have compiled our package offers related to the payroll accounting service. -
16
Thomson Reuters Planner CS
Thomson Reuters
...Updated throughout the year with new regulations, Thomson Reuters Planner CS tax planning software makes it easy for you to provide thorough insights to your clients. Run analyses that take into account multiple scenarios, such as comparing joint vs. married filing separately, and compile your projections into sleek, easy-to-read presentations. See how Planner CS provides powerful tools to help you save time, ensure accuracy, and present a professional tax analysis that will help your clients make the right tax planning decisions. Develop strategies to reduce your clients' tax liabilities, track carry-forward items for future years, calculate payments, and more. ... -
17
Bond
Bond Financial Technologies, Inc.
...With Bond, you can build financial services, from KYC to account opening, money movement to card issuance, and more — all in a single, unified platform. Automation has never looked so good. Watch as Bond's system of record, Bond OS, compiles program data into a beautiful series of graphs documenting revenue, active cards, usage and much more. Bond's APIs and SDKs give developers the tools to build innovative financial solutions with just a few lines of code. Explore a playground of possibilities. Offer your consumer or commercial customers banking products (savings accounts, debit cards, ACH, etc.) or credit products (charge cards, credit builder cards, asset-backed credit cards, etc.) - with physical or virtual cards. ... -
18
Valerian
Valerian
...Repeatable expenditure in customer acquisition, inventory or payroll. eCommerce, DNVBs, subscription businesses, SaaS, marketplaces and even apps. B2B and B2C. Private and secure connection with the platforms that power your business. Our proprietary algorithm analyzes your data and compiles an offer customized for your business. As a percentage of your daily sales, repayments follow your activity so as to always have a positive impact on your cash position. -
19
ReInvestWealth
ReInvestWealth
...Chat with a CPA or book a call to get professional accounting support. Choose the Premium plan to get professional bookkeeping through a combination of technology & real-human CPAs. Need Financial Statements or a Compilation Report? We got you covered! Request your financials with just one click. Employees get pay slips & tax forms by email. You get a clean report with the summary. Oh, don't worry about those pesky monthly filings. Unlimited bank connections and transactions. No payment method is needed. Connect your business bank accounts & automatically import transactions to speed-up the bookkeeping. ...Starting Price: $199 per month -
20
Fairplay
Fairplay
...Our AI-powered tools assess your automated decision models in minutes to increase both fairness and profits. Get 5 Fact Sheets highlighting the state of mortgage fairness for female, black, Hispanic, millennial, and baby boomer applicants. To compile these maps, FairPlay™ analyzed publicly available data for 2020 from the Home Mortgage Disclosure Act Database. We limited our review to applicants seeking to buy a new home, rather than applicants seeking to refinance or obtain a line of credit. Then we computed the Adverse Impact Ratio (AIR) for every county in the U.S. We also computed AIR values for 20 major metropolitan areas. ... -
21
Mobius Wealth
Profile Software
Mobius Wealth is a top-quality mobile wealth management app that integrates with your back-end system, allowing you to provide your clients with a compelling digital experience across all communication channels (web and mobile). Mobius Wealth uses data from your existing systems (wealth/investment management/trading platforms, market-data feeds) and compiles them into a single, attractive presentation, following the highest security standards. It is a native mobile with a front-end platform that can connect to any back-end system for the financial services sector. Portfolio monitoring and drill-down capabilities: holdings, performance, transactions. Full portfolio analytics and comparisons to model portfolios. ... -
22
TPGenie
Intra Pricing Solutions
TPGenie is an AI-powered SaaS platform offering an all-in-one transfer pricing documentation solution that simplifies the creation, updating, and management of master files, local files, benchmarking studies, intercompany agreements, Pillar Two compliance, and country-by-country Reporting in accordance with OECD and local regulations. For more than a decade, hundreds of multinationals, tax advisors, and local entities have used TPGenie to automate document generation, streamline benchmarking... -
23
Hanover Park
Hanover Park
...It leverages AI agents that have full context on a firm’s data, enabling users to query portfolio insights, co-investor information, and performance metrics instantly rather than manually compiling data across multiple systems. By vertically integrating general ledger accounting, document processing, capital calls, distributions, and investor reporting, it eliminates fragmented workflows and reduces operational friction. Hanover Park emphasizes automation combined with institutional-grade security, including encrypted data, strict access controls, and more. -
24
MyCPACRM
YOO Technologies Inc.
...Clients use a secure branded portal to upload documents and sign with built-in e-signatures. The platform also includes year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, engagements and billing, and an AI assistant. Pricing is a flat monthly fee per plan, in CAD for Canadian firms and USD for US firms, with no per-client charges.Starting Price: $59/month -
25
Adjutant
ABIS
Adjutant (noun) 1 : a staff officer in the army, air force, or marine corps who assists the commanding officer and is responsible especially for correspondence 2 : one who helps (see also: ASSISTANT) ABIS, Inc. is a business strategy and consulting company based in Houston, TX that administers the Adjutant Software Platform, a powerful ERP helping companies create growth and streamline processes throughout the organization. To accomplish these goals, ABIS has compiled 40 years’ worth of Best-Practices and Business Process Improvements gleaned from working firsthand with over 500 North American companies across several industries. Today, Adjutant is the most complete End-to-End Enterprise application on the market. Unlike our competition, our goal is to utilize our software to implement solutions that are precisely tailored to the needs and processes of our individual clients, and that will never require external work-arounds or replacement. -
26
AuditFile
AuditFile
AuditFile is a secure, cloud-based solution that helps CPA firms and internal audit teams perform efficient audits, reviews, and compilations. AuditFile is the first cloud based auditing solution for CPA firms. AuditFile automates the audit process, from uploading the trial balance to generating financial statements. AuditFile also developed proprietary algorithms that help auditors identify potential fraud. AuditFile solves the real-world challenges your firm faces every day with technology that meets your high standards for security and accuracy. ...Starting Price: $99 per user per month -
27
Manitou
Manitou
Manitou offers you interconnectivity and simplicity. All your data is easily captured, compiled, and applied with a wide range of adaptable tools. Communication becomes more fluid, both within individual teams and across entire departments. That’s the beauty of fully merging and optimizing a modern company’s logistical foundation. To give you the best advice, we first need to get to know you. This is why Manitou offers one hour of business analysis free to take stock of your company and outline a sketch of the way you work. ...Starting Price: $30.00/month -
28
Accountail
Nunuworks
...How it works: upload the necessary documents in any of the supported file formats, and Accountail uses its AI to craft thorough accounting and audit narratives. The platform's advanced AI analyzes the data and compiles it into an assortment of insightful reports that help with decision-making and compliance. Enhanced Features of Accountail Intuitive file upload process with a wide range of accepted formats for ease of use. Automated generation of complex reports that would otherwise be time-consuming to produce manually. Ability to handle a multitude of report types, including but not limited to cash flow analyses, etc.Starting Price: $100 -
29
Finpilot
Finpilot
...Let AI do the repetitive tasks so you can focus on more important things. Get direct answers to your questions. Our AI finds the answers from all related documents and the web to get exactly what you need. Ask it to compile data into neat Excel-compatible tables. Compare companies with a single question and build your own comp sets with key metrics. Visualize trends across companies and time periods. All answers and numbers are linked to original source documents for instant verification. -
30
taxomate
taxomate
Automate your Amazon accounting. taxomate integrates Amazon Seller Central with your accounting software. taxomate compiles all of your Amazon transactions into one invoice for easy reconciliation with payments from Amazon. Still using spreadsheets or manually entering your orders? Stop worrying about manually entering and making mistakes. Calculate your Product Sales, Amazon Fees, FBA Fees, Advertising Costs, Shipping Costs, and more accurately understand your profitability and determine your taxes. ...Starting Price: $9 per month
