Best Finance Software in Brazil - Page 48

Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment. Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions. With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies. The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio. Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface. This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.

A seamless solution for managing payments in your business. Our platform simplifies the process of accepting both one-time and recurring payments without requiring any technical expertise. Once you establish recurring payments, you can set them and forget them entirely. Easily create payment plans and invite customers to join with just a few clicks. We handle all the logistics from there. Sending one-time payment requests is straightforward; just input your customer's name and email, and we will deliver a secure link in moments. Additionally, you can share a single link to multiple recipients through email or messaging, or even integrate it directly into your website for added convenience. With our service, you can focus more on your business and less on payment collection.

OrderMS revolutionizes inventory and order management for businesses of all sizes. Our platform is designed to empower e-commerce businesses by simplifying complex processes and enabling seamless Shopify integration. With OrderMS, you can effortlessly manage your product listings, process orders, and keep track of inventory levels in real-time. Our user-friendly interface and comprehensive features make OrderMS a valuable asset for modern online retailers. By expanding beyond Shopify, OrderMS allows businesses to leverage its robust capabilities across various e-commerce platforms. Whether you operate on WooCommerce or Magento, OrderMS provides a unified solution for inventory control, order fulfillment, and performance analytics. Harness the power of seamless integration and advanced features to streamline operations, enhance customer experiences, and achieve your business goals effectively with OrderMS

Are you aware of your financial standing in two weeks or two months? Business owners leveraging Pulse enjoy improved cash flow management and a comprehensive understanding of their financial health. To assist businesses during these challenging economic times, we have expanded our free trial period to an impressive 90 days. You can effortlessly switch income and expenses on and off to analyze various scenarios and their effects on your financial outcomes. When forecasting your cash flow becomes this straightforward, you gain the ability to make informed and strategic business choices. Rather than struggling through complex spreadsheets filled with uncertainty, Pulse provides a clear, user-friendly chart that addresses your cash flow inquiries. Our intuitive interface ensures that setting up and overseeing your cash flow with Pulse is a seamless experience. In fact, more than half of our users find it so straightforward that they can utilize Pulse daily without it consuming excessive time. This efficiency allows business owners to focus on growth and innovation rather than getting bogged down by financial uncertainties.

Trovata offers modern treasury software that allows users to onboard in just minutes without any need for IT support or lengthy implementation processes. Utilizing open banking and ERP integrations, Trovata automates the aggregation, normalization, and analysis of financial data, enabling real-time reporting on cash positions and trends. With pre-integrations for most banks, users can connect swiftly and maintain constant updates without the hassle of downloading .CSV files from banking websites. As an open banking platform, Trovata empowers businesses to instantly assess their cash levels, forecast efficiently, and manage cash flow with accuracy. Traditionally, 75% of the effort involved in cash analysis consists of manually compiling data and updating Excel models, which can be time-consuming and error-prone. By adopting Trovata.io, companies can eliminate these tedious manual workflows and significantly improve their financial management processes. This innovative approach not only streamlines operations but also enhances overall decision-making by providing a clearer picture of cash availability.

Freelancers can simplify their accounting and bookkeeping needs with Skyclerk, which has been streamlining these tasks for more than a decade. By signing up, you can effortlessly manage your financials once more. Skyclerk offers a single price for unlimited access, eliminating the stress of selecting the right plan. Once you log in, a quick overview provides insight into your business's performance. Additionally, with Snap!Clerk, your receipts are transformed into organized data, clearing your workspace of paper clutter and ensuring everything is accurately recorded in your ledger. This innovative approach allows you to focus more on your work rather than on tedious paperwork.

Effortless expense reporting directly through Slack. The Slack application allows you to monitor and reimburse your team's expenditures seamlessly. Begin your 14-day complimentary trial without the need for a credit card, and feel free to cancel at any time. ExpenseTron integrates with Slack to handle all tedious tasks associated with expense filing, allowing you to eliminate manual data entry and maintain real-time updates on expenses, approvals, and reimbursements. You'll never have to worry about losing receipts again; simply take a photo of your receipt and share it via Slack, or forward your email receipts directly. Additionally, just indicate the distance you've traveled, and we'll convert that into a dollar amount for your expenses, eliminating the hassle of maintaining a physical mileage log. You can file expenses in the same currency as your invoice, and ExpenseTron will automatically convert it into the currency used by your accounting software using real-time exchange rates, ensuring accuracy in all your financial records. Our platform is designed to streamline these processes, making expense management a breeze for your entire team.

Reviso is an online accounting solution tailored for bookkeepers and small enterprises, designed to be efficient, secure, and highly customizable. As a fully compliant tool with the Making Tax Digital initiative, it enables direct VAT Return submissions to HMRC and is recognized as a reliable software supplier by the agency. Emphasizing the importance of collaboration, Reviso believes that stronger teamwork leads to enhanced business performance. This document-centric application facilitates the inclusion of attachments, scanned vouchers, mobile captures, and PDF invoices, ensuring that all necessary documents can be easily accessed during audits or whenever future references are needed. With Reviso, managing expenses becomes a seamless process, as it allows close collaboration with company advisors, ensuring accurate booking of financial data. Moreover, the software supports comprehensive workflows for quotes, orders, invoices, and reminders, complete with a flexible layout and template designer that helps small businesses present a polished and professional image to their clients. In addition, the user-friendly interface simplifies navigation and enhances the overall user experience, making accounting tasks more manageable than ever.

Discover the premier cloud accounting software designed specifically for accountants, bookkeepers, and entrepreneurs managing small to medium-sized enterprises. We have streamlined the processes of bookkeeping and payroll, making them exceptionally user-friendly for all business owners. Additionally, our platform offers fully integrated, cloud-based modules for year-end accounts, self-assessment, and CRM tailored for accountants. With a complimentary mobile app that features receipt capture, VAT MTD readiness, and bank feeds, you can easily manage your finances on the go. Start your free trial today and experience how our cloud bookkeeping software can empower business owners to enhance their financial oversight, make informed decisions, collaborate seamlessly with their financial professionals, and cultivate more profitable ventures. The monthly subscription also encompasses linked final accounts, corporation tax, and self-assessment filings, ensuring all your compliance needs are met effortlessly. Don’t miss out on the opportunity to transform your financial management!

The top-rated CRM specifically designed for mortgage brokers is BluMortgage, which enhances client communication through pre-designed email campaigns. By simplifying the application pipeline, BluMortgage effectively manages the intricate tasks faced by mortgage brokers. For brokers, nurturing client relationships is paramount, and BluMortgage equips them with essential tools to foster these connections throughout the application journey and beyond. Its pre-arranged drip campaigns ensure that important dates like birthdays, anniversaries, and renewal reminders are not overlooked, facilitating ongoing engagement. Additionally, advanced reporting features help brokers pinpoint potential refinance or upsell opportunities. By utilizing CRM activity reports, users can extract vital insights into productivity trends. To maintain alignment across the team, BluMortgage offers centralized tracking, allowing users to monitor notes, tasks, outstanding conditions, and email communications efficiently. This comprehensive approach not only streamlines operations but also enhances overall client satisfaction and retention. Ultimately, BluMortgage serves as an indispensable ally for mortgage brokers aiming to thrive in a competitive market.

Your survey company can use a digital job book. You can store all your customers and job locations using an intuitive software system designed for surveyors. You can search for previous jobs, enter work hours, and track billing. Cyanic Job Book allows you to store customers, jobs, track costs, and much more. It automatically organizes labor equipment and material costs for each job, and allows you create invoices in one click. Professional invoices can be exported as PDF or imported into your accounting software of choice. This ensures that all work is invoiced and that nothing gets left out. You can simplify quoting by looking for past jobs in the same region. You can search for any job by using job details, legal addresses, and areas on a map. To quickly complete jobs, find relevant information about past jobs. You can organize all your clients in a system that is designed for surveyors. You can create rate sheet templates for different types of jobs and clients.

Introducing the leading Stripe Payments Plugin designed for WordPress, enabling you to effortlessly accept both one-time and recurring payments on your website without the hassle of setting up a shopping cart. This solution requires no coding skills, allowing you to seamlessly collect payments for services, individual products, or donations without the need for a developer's assistance. By bypassing the complexities of a traditional shopping cart, you can keep your payment processing streamlined. All transactions and data management are handled through Stripe's highly secure servers, ensuring your WordPress database remains compact and your site loads swiftly. Additionally, the plugin supports Secure Customer Authentication (SCA) to enhance security further. Visitors using mobile devices will enjoy a checkout process that is specifically tailored for smaller screens, while options like Apple Pay and Google Pay provide even more convenient payment methods for on-the-go users. Furthermore, you can facilitate recurring payments for your customers, with subscription plans that can be easily established in your Stripe account and integrated with WP Simple Pay Pro, allowing you to create flexible installment plans, initial setup fees, and trial periods to suit various needs. With this plugin, managing payments has never been more efficient or user-friendly.

The easiest method for gathering insurance payments involves accepting online credit card and ACH transactions. This approach accelerates the collection process, hastens policy binding, and delivers a delightful experience for your clients. Designed specifically for the insurance sector by industry professionals, ePayPolicy offers an uncomplicated solution for agents, brokers, MGAs, and premium finance firms to gather payments electronically. You can seamlessly collect credit card and ACH payments from insured clients through a personalized payment page with a distinctive URL. This system not only facilitates the collection and transfer of funds within the insurance realm but also offers additional functionalities once integrated with your management software. Effortlessly collect digital payments from insured clients and easily transfer them to your broker and MGA partners. ePayPolicy aims to eradicate the need for paper checks, providing a streamlined, insurance-focused solution that allows for efficient digital payment collection and fund distribution throughout the industry. By simplifying these processes, ePayPolicy enhances overall operational efficiency for all parties involved.

MileIQ is a top-rated mileage tracking app that automatically records every drive you make, allowing you to focus on your work without worrying about manual logging. With simple swipe gestures, you can classify trips as business or personal and add notes or custom labels to keep your drives well organized. The app offers detailed route maps and provides tax-compliant reports that simplify mileage reimbursement and tax deductions. It supports multiple vehicles, customizable mileage rates, and the ability to set work hours for automatic classification of business trips. Named locations help recognize frequent destinations easily in reports. MileIQ also offers personalized support to assist users with any questions or issues. Millions rely on the app to save time and money, with features designed for both individual users and teams managing multiple drivers. It is available on iOS and Android platforms with over 80,000 five-star reviews from satisfied users worldwide.

NSrv 9.0 Service - Thin-n Robust Software for Billing Small Service Areas like Clinic, Job, Watch, Tailor, Repair, Salon, Parlor, Spa, Beauty. - Features * FOR Small Workshops, Parlors, Salons, Labs, Design. * TOTAL 72 Features (Modules and 25 Reports) * Laptop/PC/Desktop/Windows Software * Secure, Offline, and Fast Transactions * Queue Management, Service, Staff * Add Orders & Generate Bills * Customers can set up appointments * Billing-Board for Orders & Quots * Admin-Board for Details & Reports * Customer, Suppliers, Service, Staff * Pay, Bill, Purchase, Accounting * Trends in Service/Group Sales & Purchase * Coupons, Balance-Sheet, Tax Report * Print, Save, or Email; Bills & Reports * Provider App, Billing System, Service Software

Consolidate Your Entire Business Operations in One Location. Eliminate the hassle of toggling between multiple applications to oversee your business. Begin utilizing Agiled to streamline your operations in a single hub. This comprehensive platform includes CRM, invoicing, contracts, finances, and employee management all in one application. With Agiled, you gain access to an integrated business management solution designed to facilitate employee oversight, project management, task tracking, time monitoring, the creation of professional contracts, expense tracking, and sending out invoices that ensure quicker payments. Receive notifications on Slack for every action taken on your account, and easily tailor Slack settings to fit your requirements. Enjoy real-time updates through push notifications about activities even if your tab is closed. If our default theme doesn't suit your style, you can personalize Agiled’s appearance through various available theme choices. Additionally, it’s possible to delegate tickets, whether generated by customers or yourself, to any of your colleagues or employees through the ticketing settings. By centralizing all these features, Agiled empowers businesses to operate more efficiently and effectively.

Simplifying and accelerating payment collection is made easy with Paycepaid, a smarter solution for managing invoices and gathering payments from clients, ensuring a steady cash flow. This service combines automation with a personal touch, emphasizing the importance of relationships in business. By reducing the time spent on manual invoice and spreadsheet management, you can expedite funds entering your organization and enhance your overall cash flow. The platform helps to mitigate the risks associated with overdue invoices and potential write-offs while eliminating the discomfort of pursuing payments. Paycepaid streamlines your entire invoice-to-cash collection process, diligently tracking and following up on invoices until they are fully paid. Replace cumbersome manual tasks, such as paper invoices, spreadsheets, and lengthy email chains, with a more advanced system. With Paycepaid’s intuitive dashboard, you can monitor payment statuses in real-time. Additionally, the platform automatically dispatches emails, SMS messages, or phone calls according to your specified schedule, and you have the option to designate certain customers as VIPs for more personalized communication. This comprehensive approach ensures that you can focus on building lasting relationships while Paycepaid handles the intricacies of payment collection.

Rossum is an AI-based cloud document gateway for automated business communication. Rossum solves four key steps in document-based processes at once: receiving documents across multiple channels, automated understanding, two-way communication to resolve exceptions, and acting on the data using in-depth integrations. Trusted by: Pepsico, Veolia, Siemens, Cushman & Wakefield, and other companies that prefer to build rather than type. What does Rossum bring to the table? Zero-friction deployment: See high AI accuracy right out of the box in Rossum’s free trial and cut down on most maintenance effort thanks to cloud hosting and automated self-learning.
 Highly customizable: Implement powerful configuration APIs while enterprise users can engage Rossum’s dedicated Global Services team. Unified document gateway: Solve everything from security and compliance to IT and user training in one place by adopting a universally capable document solution.
 End-to-end solution: Rossum’s cloud platform takes care of the entire document lifecycle from receiving to internal IT systems posting.

Robust software for accounting and business management is here to streamline your operations. It allows you to manage invoices, expenses, payroll, inventory, multi-currency transactions, and detailed job tracking seamlessly. The AccountRight software for PCs ensures that you stay organized and in control of your finances. You can easily notify the ATO and assist in preparing monthly declarations with minimal effort. Stay informed with automatic updates on exchange rates, perform manual comparisons, and effortlessly connect with foreign bank accounts. Keep track of your time and financial expenditures, assessing how they align with your budgets and profit goals. With advanced and user-friendly inventory management capabilities, you can proactively identify your top-selling items and those that may not be performing well. The software also enables you to create and send customized, professional invoices and quotes directly from any device. Automated reminders for invoices can be set up, and you can track their status to see when they have been viewed and paid. Customers can view all outstanding invoices in one convenient location, and payments can be processed through various methods, including AMEX, Visa, Mastercard, and BPAY. Cash flow updates occur immediately upon receipt of payment, ensuring you always have a clear picture of your financial situation. Additionally, the software's intuitive design makes it easy for users at all levels to navigate and utilize its comprehensive features effectively.

All your budgeting and purchasing management needs are consolidated in one platform, encompassing budgeting, request handling, approvals, procurement processes, receiving, invoicing, payments, and analytics, all conveniently available anytime and anywhere. Stay informed with up-to-the-minute budget reports, purchasing dashboards, and timely system notifications to guide you throughout the process. Decision-making is enhanced through insights derived from comprehensive analytical data. The platform allows for adaptable customization of budget control and purchasing approval rules, accommodating a variety of scenarios. Pricing plans are designed to be scalable and cater to businesses of any size. It offers versatile multi-dimensional budget oversight, monitoring capabilities, dashboards, and comprehensive reporting. The purchase request process is streamlined with supportive assistants and resources to facilitate informed decisions. Additionally, receiving and returning items is directly linked to purchase orders, with dedicated reports to monitor the status of order lines. The system can automatically generate invoices from purchase orders, equipped with intelligent checks and reminders to prevent both over and under invoicing, ensuring accuracy and efficiency in financial transactions. With these features, businesses can optimize their budgeting and purchasing processes effectively.

Uptrader is an application designed to enhance your company's decisions regarding hiring, investment, demand management, and supply chain management. Once your organization has filtered out candidates through initial assessments, recruiters are often left with the daunting task of making final hiring choices based solely on their instincts. Uptrader addresses this challenge by providing a structured approach that assists recruiters in selecting the most suitable candidate. It also enables the selection of supply chain partners that align with your strategic objectives effectively. There is a reliable method for identifying the best manufacturers, suppliers, and carriers, and Uptrader empowers companies to eliminate uncertainties in these choices with its supply chain management features. Additionally, Uptrader produces comprehensive reports that offer managers valuable insights into the rationale behind significant business decisions. This functionality not only strengthens the decision-making process but also aids team members in affirming that their choices are objective and free from cognitive biases and psychological pitfalls. By implementing Uptrader, firms can ensure a more systematic and transparent approach to critical business decisions.

Rerun is designed for any business, organization, or association seeking to streamline their recurring billing processes for subscriptions or memberships while allowing for seamless recurring payments through credit cards and ACH. It empowers you with complete authority over how you manage payment collections from your customers, clients, donors, or parents. You have the flexibility to set up your payment structures according to your specific needs. You can determine the timing and method of your payments, tailoring them to suit your offerings. Customize your payment streams to align with the subscription plans you provide, selecting from options like automated billing or invoicing, as well as specifying the start date, frequency, total number of payments, payment amounts, and much more. Once your customers are added to these streams, Rerun takes care of the rest effortlessly. If you're concerned about absorbing credit card fees, you have the option to implement a surcharge, where permitted by law, allowing you to transfer those costs to your clients. When configuring a payment stream, you can choose to include a surcharge percentage, which will be clearly indicated as a separate line item in the transaction. This feature not only simplifies the billing process but also provides you with the flexibility to manage your finances more effectively.

Utilize our cloud-based invoicing software to generate invoices, quotations, and delivery notes effortlessly, ensuring you save both time and stress. Crafting an invoice only takes mere seconds, and we guarantee that the documents you produce are compliant with tax regulations. With our dedicated interface designed for tax advisors, your bookkeeping process will be expedited, enhancing efficiency. We prioritize your satisfaction and are committed to providing support whenever you need it, all at no additional charge. In just under a minute, you can create polished invoices, quotes, or orders using our templates that include all required information, or you can upload your custom invoice design. Dispatch your documents easily via post, fax, or email with just a single click. Your data will be securely stored and regularly backed up on German servers, adhering to the latest security standards, ensuring that your information is more secure than it would be in a traditional office or at home. Our goal is to provide a seamless experience that allows you to focus on what truly matters—growing your business.

Optimizing after-tax portfolios and asset allocation involves evaluating investment strategies across multiple periods, focusing on metrics such as asset weight, market value, cost basis, cash flows, management fees, turnover, taxes, and after-tax returns for each individual asset. This comprehensive analysis can encompass up to 100 different assets over 120 distinct periods, with intervals that can vary from daily assessments to annual evaluations. Additionally, the framework allows for the creation of sub-portfolios tailored to various tax implications and ownership scenarios. By incorporating international asset class return series, one can enhance forecasting model inputs, while Monte Carlo simulations enable the testing of constructed portfolios under various market conditions. Furthermore, the "What If" portfolios feature allows for the development and comparison of customized investment strategies tailored to specific goals. The model also accommodates international currencies and tax rates, providing a global perspective on asset allocation. To account for economic cycles and shifts, the approach integrates time-varying asset returns and standard deviations, ensuring that strategies remain relevant in changing markets. Ultimately, this process culminates in extensive client reporting, tailored to meet the specific needs of each private client.

Donarius® simplifies the process of managing customer relationships, sales data, leads, and accounts receivable. You can efficiently monitor sales, manage customer information, create invoices, send invoices as PDFs via email, and follow up on leads to attract new clients. Additionally, the software allows for customization of customer categories and traits, ensures you avoid duplicate entries by checking for existing customers, and offers various other features to enhance your business operations.