Best Finance Apps for iPad of 2025 - Page 38

QuickBooks equips ambitious individuals and small enterprises with essential tools to thrive in their ventures. It allows automatic tracking of mileage and simplifies the sorting and monitoring of expenses. Users can manage their finances directly from their mobile devices, facilitating the import of expenses straight from their bank accounts. With just a swipe, it differentiates between business and personal expenditures. All expenses can be monitored in one centralized location, which helps streamline the tax preparation process. Users can capture a photo of receipts or forward them from their email, ensuring transaction details are entered effortlessly. The system automatically matches and classifies expenses, with receipts neatly stored and organized, ready for tax season. It provides clarity on quarterly tax liabilities to keep users informed before deadlines. To prevent late fees, it sends automatic reminders for upcoming quarterly tax payments. Income and expenses can be easily organized for quick tax filing, and users can enhance their experience by upgrading to the TurboTax bundle for seamless financial data transfer. Connecting to TurboTax Self-Employed further minimizes the need for manual data entry, making financial management even more efficient. These features collectively empower users to focus on growing their businesses while minimizing tax-related stress.

ExpenseIt offers a convenient solution for employees to capture images of their receipts and submit them directly to Concur Expense via the SAP Concur mobile application. No longer will you need to stress over organizing paper receipts, as this service enhances visibility into expenditures and improves budget management. Additionally, it significantly reduces the time spent on completing expense reports, while also expediting the reimbursement procedure. Given that this is an additional feature, many business leaders may wonder if ExpenseIt is suitable for their needs. To assist in your decision-making, we've compiled a set of common inquiries that clarify what ExpenseIt is and its capabilities. This tool allows for the integration of expense data, enabling your organization to oversee spending from any location at any time. Furthermore, it automates accounts payable processes to enhance efficiency, remove manual tasks, and provide greater insight into financial activities. By leveraging ExpenseIt, your organization can transform its expense management approach for the better.

The Easy Expense app features an automatic receipt scanning tool that efficiently scans, crops, and extracts essential details from receipts. This innovative solution saves you valuable time while organizing your business expenses and receipts seamlessly. By simply taking a photo of your receipts, you can quickly gather important vendor, tax, and expense data. The receipt scanner in Easy Expense allows you to effortlessly hold it over a receipt, where it intuitively detects, crops, and extracts key information without any hassle. You can also link your credit cards and other accounts, allowing for automatic tracking of your expenses. With just a tap, you can calculate trip distances or personalize your trips for enhanced control over your data. Our intelligent categorization system aids you in identifying deductible expenses, ultimately maximizing your tax refund. You can group and share your expenses through detailed reports, making reimbursement or project tracking straightforward. Easy Expense is designed to streamline your financial management by ensuring all your receipts and expenses are well-organized. Additionally, receipts can be consolidated into expense reports, which can then be automatically submitted for approval or billed as invoices, further simplifying your accounting tasks. This comprehensive approach to expense tracking will help you maintain a clear overview of your financial commitments.

Don't let another invoice go unpaid; you deserve compensation for your efforts. Keep all of your invoices and payments organized in one convenient location for easy management. Say goodbye to waiting for checks in the mail and receive your funds quicker with Neat's top-tier partner, WePay, a subsidiary of Chase. Your clients can conveniently pay through credit/debit cards or bank transfers. There's no need for compulsory upgrades to unlock the complete range of features—enjoy efficient invoicing for your products and services without hassle. You will only incur standard processing fees when customers pay using credit/debit cards or bank transfers. Experience the satisfaction of using a professional, efficient, and ready-to-use invoicing tool without the burden of subscription fees. Indeed, you can create and dispatch branded invoices in just a matter of minutes. While we do have a friendly chatbot on our website, it simply connects you to a real person when you need assistance. Additionally, you'll have unlimited access to personalized support from a Neat expert, ensuring that your needs are met at no extra cost, providing peace of mind.

75% of the top tech companies prefer RSUs to stock options. Now you can do the same with Upstock.io equity. We have spent five years working alongside top legal professionals to automate the time-consuming and expensive process of equity. We believe that even small dreams can grow. All companies, regardless of size, should be able offer the best equity plan possible. Our process is simple and quick. You won't feel overwhelmed by the process. Send legal agreements to your workers. A dashboard that displays the equity value in real-time will help you align stakeholders and increase worker engagement.

GuruFocus stands out as the most extensive platform for value investing available on the internet. It features a vast array of data and tools tailored for investors who base their stock selection on the performance and valuation of the businesses behind those stocks. By integrating historical, financial, and valuation metrics with robust screeners, visual charts, and comparative analysis tools, it empowers investors to make informed long-term decisions. Additionally, GuruFocus offers detailed insights into the portfolios and trading activities of both institutional investors and corporate executives, along with macroeconomic indicators, overall market valuations, sector-specific data, and more, enhancing investors' comprehension of market trends and overall valuations. The website also regularly publishes various financial news articles, investment analyses, and expert opinions to assist investors throughout their investment journeys. With its unwavering commitment to value investing, GuruFocus.com serves as an essential resource for individuals seeking to navigate the complexities of the financial market.

CloudOffix provides businesses with a fully integrated and automated platform to manage their business operations. This all-in one platform focuses on bringing customer experience, employee experiences, user experiences, and digital experience together, making it easier for business to improve communication and collaborate and provide a seamless service for both employees, and customers. CloudOffix offers a variety of products, including -Sales Cloud Marketing Cloud Cloud Ecommerce Invoicing Cloud -HR Cloud Cloud Help Desk Project Cloud { -Social Cloud|Social Cloud}

Sellerocket is the ultimate platform for cloud resellers as well as independent software vendors (ISVs) to manage their subscription billing and marketplace. It allows seamless automation of billing, provisioning and billing of cloud services and B2B applications. Sellerocket has the potential to address the most difficult issues related to billing and subscription management. Key Features Multi-Disti Connect Ready-to-go Marketplace Catalog and Category Configurator Automated billing Automated Provisioning Integrations with Payment Gateway Sales Management Support Ticket Management Smart dashboard Margin and Pricing Management Email templates

Privacy empowers you to manage who can charge your account and the amounts they can take. You can generate virtual payment cards for individual purchases or ongoing subscriptions directly within your browser. With the ability to set spending caps, pause, resume, or terminate cards whenever you wish, your financial data remains secure. By opting for virtual payment cards instead of your regular debit or credit card for online shopping, you can safeguard both your card information and your finances. Our browser extension streamlines the checkout process, allowing you to create and auto-fill secure card numbers with just a click. Privacy Cards are designed to lock in place at the first merchant where they are utilized; should that merchant experience a data breach, your card number would remain safe from being used elsewhere, thus enhancing your security. Additionally, you can establish spending limits on each card to prevent unexpected fees and duplicate charges for recurring payments; if a transaction exceeds the set limit, it will automatically be declined, further protecting your financial interests. This innovative approach to managing your online transactions offers both convenience and security, making your shopping experiences safer than ever.

Pure Cash Tracker was built from the ground up as an intuitive invoicing and expense tracking app that helps contractors, sole traders, and freelancers keep track. Pure Cash Tracker makes it easy for clients and customers to create invoices, receipts and expenses, and then send them to their customers and clients. Pure Cash Tracker will also keep track all sales taxes, making it easy for you to report. Pure Cash Tracker reports are easy to find and get the information you need to see how your business is doing. Pure Cash Tracker allows you to request notifications to the app on the days expenses or invoices are due to customers if they are not paid. You can also use home screen widgets to see upcoming expenses and invoices so you are always on the pulse of your business.

A comprehensive solution designed to enhance the management of your clients' accounts. Automated journal entries for sales and purchases are generated along with their related documents. Take advantage of an advanced and insightful accounting review tool to effectively track the status of your financial statements. Ensure compliance with all tax responsibilities, including VAT returns, tax packages, and brochure management. Pennylane serves as an integrated accounting software and a holistic financial management system for your clients. Through Pennylane, your clients can oversee and settle their purchases, handle invoicing, connect their sales platforms, and keep an eye on their cash flow. Every action they complete on the platform contributes to your data input. Simplify your communication with clients and colleagues by engaging directly within Pennylane, allowing for chat and comments on invoices and transactions, while also tracking activities and deadlines associated with each task. This interconnected approach fosters a more organized workflow and enhances collaboration.

Introducing a comprehensive solution for Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance throughout the customer lifecycle, ClearDil serves as a robust platform designed to facilitate regulatory adherence. This platform features an API, mobile SDK, and web application that empower organizations to conduct thorough verifications of individuals and businesses against global sanctions lists, watchlists, and databases of politically exposed persons (PEPs). Additionally, ClearDil offers services such as alias checks, criminal record assessments, court judgment reviews, document validations, and much more. With an all-in-one system, institutions can effortlessly fulfill their AML and KYC obligations using an extensive KYC/AML API tailored for various sectors including Payments Wallets, Lending, Cryptocurrency, Initial Coin Offerings (ICOs), and Remittance Services. The solutions are crafted to allow businesses to fully automate their KYC and AML compliance processes, enhancing efficiency and accuracy. ClearDil's cloud-based platform is scalable, making it suitable for organizations of any size. Furthermore, the readily available Onboarding KYC Flow is designed to seamlessly integrate identity verification and AML checks into your existing systems. Overall, ClearDil stands out as an essential tool for businesses aiming to navigate the complexities of compliance effectively.

Using efficient HR software, you can work smarter. Lucca's HR software can transform spreadsheets into interactive online services, and simplify your internal management processes. Lucca offers 11 administrative and HR software programs. Each software is tailored to your specific needs to help you create your custom HRIS. A simple HR software program is more efficient than one that is complex. It also helps to address a specific need. Each Lucca product addresses a specific HR management problem. Software's quality does not depend on its features. This means that we compare the benefits and the complexity of a feature before we develop it. We do this by putting ourselves in the shoes the end-user. When designing software, we think first about the end-users. These are people who will use our solutions every day. Our goal is to make their lives easier. Lucca solutions can be integrated with accounting, ERP, traditional payroll, and accounting systems.

What is Invoice Maker by Saldo Apps? Invoice Maker is a complete solution for creating invoices and estimates, reporting, receiving payments and managing a business. It allows you to create forms, fill in templates, send paperwork and accept payments from wherever you are. It's a great tool for freelancers, contractors and the self-employed. It can streamline the paperwork so you can focus on what is important - providing first-class service to your customers. Main Invoice Maker features: - convenient generator to create estimates and invoice; - pre-made templates that include all the required fields; - compatibility with major platforms; - templates customization; - popular payment methods; - 3-day trial period. Invoice Maker saves time and keeps you organized and productive.

NovoPayment’s platform, powered by APIs, offers rapid solutions for digital banking, payments, and card services. Whether you're initiating a new venture, upgrading existing offerings, or broadening your reach across various markets, we equip you with essential onboarding, a digital core, and direct local integrations to maintain agility. Our Visa and Mastercard prepaid, debit, and credit solutions are designed to support the deployment of programs tailored for consumers, small to medium-sized businesses, or corporate clients. With our native and embedded APIs, you can effectively launch both physical and digital card programs backed by robust issuing infrastructure. Users can manage their digital multi-currency accounts in real time, tapping into a range of wholesale FX rates and service providers within our network. We facilitate the instant issuance of virtual and physical cards, catering to both open and closed-loop program requirements tailored to your specific use cases. As payments fuel the growth of successful businesses, we offer a comprehensive suite of payment tools that are essential for navigating the digital economy. With our innovative solutions, you can stay ahead in a rapidly evolving financial landscape.

EarlyIQ stands out as the premier provider of straightforward and secure online diligence and compliance solutions tailored for private financial markets. By assisting investors, companies, angel groups, hedge funds, and digital platforms, EarlyIQ enables compliance with the rigorous requirements of accredited investor verification. The verification process for investors is streamlined into three simple steps, allowing for a completely online experience that takes under ten minutes to complete. EarlyIQ exceeds typical measures by offering the only accredited investor verification service that includes positive identity authentication, effectively minimizing the risk of fraud. Additionally, the privacy of investors’ personal information is safeguarded, ensuring it is never disclosed to the issuer. Utilizing state-of-the-art 256-bit encryption and extended validation, EarlyIQ provides the highest level of security available in the industry. Furthermore, the platform includes an accredited investor dashboard, giving issuers a comprehensive overview of their investors' accreditation statuses at a single glance, enhancing overall management efficiency. This combination of features positions EarlyIQ as a trusted partner in navigating the complexities of investor verification.

We provide wealth as a service. Enhance or refresh your wealth management offerings through a sophisticated platform that integrates effortlessly with your business operations. This facilitates contemporary wealth management delivery. Whether updating existing programs or introducing them for the first time, OneVest enables you to expedite your market entry. By incorporating wealth services into your platform, you can launch quickly without incurring additional overhead costs. Deliver a sleek customer experience and enhance your infrastructure with a comprehensive platform solution. By integrating OneVest's services into your applications, you can provide a state-of-the-art wealth management experience for your clients. Our developer-friendly API facilitates the creation of a tailored wealth management solution. Utilize OneVest's wealth platform as your own, eliminating the need for extensive in-house development. Promote your brand with web and mobile applications that help you reach the market swiftly and smoothly. Moreover, you can efficiently deliver wealth management services alongside your current back-office systems, ensuring a cohesive operational flow. This approach not only boosts your service offerings but also strengthens customer loyalty through enhanced engagement.

An extensive array of robust payment functionalities is already integrated, facilitating swift, adaptable, and frictionless online payment experiences that can enhance business prospects and speed up growth. These payment solutions are specifically designed to accommodate startups while also being scalable to meet the intricate demands of both regional and international enterprises. Tailored to the minutest details, these solutions address the distinct requirements of businesses across diverse industry sectors. Instead of requiring customers to pay the total amount upfront, you can empower them with more control and flexibility by allowing them to divide their payments into smaller installments that can be settled at regular intervals over a predetermined timeframe. Whether transactions occur domestically or internationally, online or in-person, your customers will always have access to their preferred payment methods, ensuring satisfaction and convenience. This approach not only enhances customer experience but also fosters loyalty and repeat business.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Our progress is a testament to our relentless efforts in linking Latin America with payment solutions, supported by top-tier talent. With the capability to handle over 60,000 transactions each minute across the region, we offer comprehensive advice, consulting, and support to help you find the ideal technological solutions tailored to your desired business model and customer experience. By enabling businesses to charge using local payment methods, we facilitate expansion, all streamlined through a single integration point. We also focus on process automation, which minimizes operational times and costs while enhancing the overall shopping experience. Recognizing the critical nature of your business, we customize our offerings to meet your requirements, delivering exceptional payment experiences that are second to none. Boost your conversion rates by ensuring a smooth and uncomplicated checkout process for your customers. All major payment options, including credit and debit cards, bank transfers, and cash, are conveniently available in one location. Additionally, we provide a diverse array of integration solutions tailored specifically to align with your business model, ensuring that you have the tools you need to succeed.

Our comprehensive platform is designed to address the financing and banking needs of the 41% of underserved MSMEs in Southeast Asia, which represents more than 70 million businesses. We provide innovative, flexible, and secure financial solutions at competitive rates to support and empower entrepreneurs in their ventures. Our offerings include Digital Business Accounts, Multi-Currency Business Accounts, Buy Now Pay Later (BNPL), Crowd Funding, Visa Business Cards, and both local and international money transfers, as well as Team & Spend Management tools, all focused on fostering entrepreneurial growth. A key focus of our Supply Chain Financing is to enhance cash flow for companies like yours while nurturing strong relationships with your buyers. By enrolling in our supply chain financing program, manufacturers receive immediate payment for their delivered goods, while distributors benefit from a manageable monthly repayment plan. Ultimately, effective supply chain finance is crucial to optimizing your global working capital strategy and ensuring long-term business success. Through our services, we aim to create a more equitable financial landscape for MSMEs in the region.

At Opsyte, we are deeply committed to the dynamic and demanding world of hospitality, which involves servicing a variety of establishments such as bars, restaurants, coffee shops, and nightclubs. Each week brings new challenges, and we embrace them wholeheartedly. Our custom-built online portal enables us to offer a comprehensive range of services, including online cashing up, rota management, daily analytics, and the generation of weekly and monthly P&Ls, along with tailored improvement suggestions. Founded by seasoned hospitality operators, Opsyte draws on the expertise of the UK's leading hospitality finance and tronc system professionals. With a passion for hospitality that runs deep, we prioritize simplicity and intuitiveness in our software, ensuring a user-friendly experience. You can either self-onboard or seek our assistance through remote chat features, and if further help is necessary, we're happy to arrange personalized training sessions to suit your needs. Our goal is to streamline your operations while enhancing your overall efficiency.

Intergiro provides a comprehensive suite of APIs designed for businesses looking to streamline their financial operations or enhance banking services for their clients, fostering growth and adaptability. With a focus on business-centric banking solutions, Intergiro offers multi-currency accounts, cards, business banking APIs, payment processing, and embedded financial services through its API platform. Users can access SWIFT and SEPA networks to facilitate both local and international payments efficiently. When transferring money overseas, Intergiro can help you save up to seven times compared to traditional banks, making it a cost-effective option for international transactions. Additionally, customers can hold and switch between various currencies in mere seconds, all while enjoying low and transparent fees. With foreign exchange services featuring spot pricing and instant settlements, hidden charges become a thing of the past. Signing up and completing verification is a hassle-free online process, eliminating the need to visit physical branches. Businesses can accept payments in eight or more currencies as if they were locals, enabling rapid global expansion through multi-currency payments powered by local infrastructure. By obtaining a EUR IBAN and a multi-currency IBAN, companies can fully capitalize on the advantages of international trade, enhancing their operational capabilities significantly.

Appmax provides a comprehensive array of solutions designed to enhance the performance of your online business. With a fully optimized sales platform, you can effortlessly boost your revenue without needing extra effort. Our payment processing features include an advanced anti-fraud system and proactive chargeback recovery, which significantly minimizes purchase cancellations and can elevate your approval rates by an impressive 10-50%. Experience potential revenue growth of up to 110%! Additionally, you can recover lost sales from abandoned carts, promote upsells, and maximize your marketing efforts using our dedicated sales team and automated messaging systems. Easily create customizable payment links for online sales, and increase your offerings by introducing additional products. Re-engage customers who have left their carts behind through targeted email and SMS communications. You can also generate unique links for influencers and affiliates to help promote your products, while we handle the commission details. This holistic approach ensures that your business thrives in a competitive digital landscape.

Zultys has developed its Integrated Contact Center (ICC) to enhance operational efficiency and effectively manage a large influx of customer calls. This solution is accessible as either a web-based or desktop application and is bundled with features aimed at optimizing workflows and improving customer interactions. ICC has the potential to boost the productivity and performance of customer service teams, regardless of their size or the volume of calls they handle. It intelligently directs incoming calls to agent phone lines based on established criteria and current conditions, allowing calls to either ring all team members or be directed to one individual at a time, depending on preferred working methods. Additionally, callers can be matched with the most suitable representative based on specific requirements, ensuring they receive the best assistance possible. If a customer decides to call back shortly after their initial interaction, they can be connected to the same agent who previously assisted them, eliminating the need for repetitive explanations. Furthermore, the system offers a customizable, real-time overview of all ongoing activities through features like Wallboard and SuperView, providing valuable insights for team management and performance tracking. Ultimately, this comprehensive solution aims to enhance both the efficiency of operations and the overall customer experience.