Best Finance Software in China - Page 4

Trevidia is a versatile invoice generation tool that enables users to create personalized invoice templates, incorporating branding elements such as logos and color schemes. This platform also boasts client management features, payment tracking capabilities, and automated recurring invoices for enhanced efficiency. Users can conveniently download invoices in PDF format, customize individual line items with applicable taxes and discounts, and set up reminders for overdue payments to ensure timely collections. As a web-based solution, Trevidia requires no installation, allowing users to access it from various devices with ease. The system facilitates the storage of client details, monitoring of invoice history, and management of multiple clients simultaneously. Additionally, it offers features such as signature requests, options to duplicate invoices, and the ability to invite team members, further promoting collaborative efforts in managing invoicing tasks. With its comprehensive features, Trevidia streamlines the entire invoicing process while maintaining a user-friendly interface.

Open House Wizard is your place for Contact Free Open House Visitor Registration, Lead Conversion and many other advanced features. You can also get instant PDF flyers, signed visitor disclosures and Disclaimers, and drip email campaigns. Free Open House Flyers featuring QRCODE and Texting Sign in Capability. Your Open House visitors can register and sign in on their own smartphones! Bring your device to the Open House. We will open one of our 'Classic Registration pages. Visitors can still register by text, QRCODE, or using a form. Virtually any type of device can be used to register visitors, including an Ipad, Macbook or Microsoft Surface, a Notebook, Tablet, Chromebook, Chromebook, Chromebook, Chromebook, and a Microsoft Surface.

XL Feeds, an Excel Add-In, displays in Excel real-time stock prices, fx rate and other market quotes from various providers – such as Yahoo Finance. The live quotes can be true real-time data or have a delay of up 15 minutes depending on the provider and market segment. It can also display historical data going back several decades, with a frequency that ranges from daily to minute. The XL Feeds Add-In does not operate as a SAAS. It is installed on the client’s computer and does not rely on external servers except to fetch the live quotes. Its operation is governed by a license, which can be purchased once and last for life.

Xibal20 is a cloud-enabled procurement solution tailored for small to medium-sized enterprises. This platform assists expanding teams in monitoring purchase orders, evaluating supplier pricing, identifying price hikes, and preventing redundant expenditures, all while avoiding the intricacies often associated with large enterprise resource planning systems. Among its standout features are tools for managing purchase orders, a supplier database, customizable approval workflows, spend analytics, price comparison utilities, RFQ and competitive bidding capabilities, support for multiple currencies, and budgeting functions. Accessible through any web browser, xibal20 requires no IT setup, making it user-friendly. It offers a comprehensive free plan, with subscription options beginning at just $4 per month, ensuring affordability for businesses of varying sizes. This flexibility enables organizations to scale their procurement processes seamlessly as they grow.

CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system. Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team. Our solution is a simple but powerful PSA!

Deriscope is a financial derivatives analytics suite that can be fully integrated with Excel. It is used in all asset classes by financial institutions traders, risk managers, consultants and academics to: 1) build yield curves and volatility surfaces out of market quotes 2) calculate fair prices, rates, spreads and risk metrics like DV01 of several diverse types of instruments such as interest rate swaps, cross currency swaps, swaptions, caps/floors, exotic options, bonds, inflation-linked products etc 3) displaying past and projected cash flow details 3) process quickly portfolios consisting consisting of several thousands of traders Due to the sensitive character of its application domain, Deriscope is fully installed on premises so that its analytics have no exposure to the cloud. It can be used in Excel without prior training thanks to its intuitive wizard that provides user guidance along each step of the process. It can be also used in an Excel-free environment with direct interfaces to the client's other IT systems.

Invoice Fly offers a hassle-free, free online invoicing solution tailored for freelancers, small business owners, and entrepreneurs looking to simplify their billing processes. No account creation or registration is necessary, allowing users to generate professional, branded invoices quickly and efficiently. The platform provides a range of customizable invoice templates to help you create a consistent brand identity that resonates with your clients. After designing your invoice, you can easily export it as a high-quality PDF that’s ready to be downloaded, printed, or sent via email. Invoice Fly helps reduce the time spent on paperwork and administrative duties by streamlining invoicing tasks. Its polished, professional invoice appearance can enhance client trust and encourage timely payments. The straightforward interface makes it accessible for users with varying levels of technical skills. Overall, Invoice Fly is a practical tool to maintain smooth and professional billing workflows.

SuiteMaster – Modular ERP & CRM to Power Business Growth SuiteMaster is a cloud-based, modular ERP system built for small and mid-sized companies that want to run their entire business from one platform. Its flexible design lets you start with the essentials and expand as your needs grow—choosing from a wide range of integrated modules like CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Manufacturing, Project Management, and many more. Each module works seamlessly with the core platform, helping you eliminate the headaches and costs of disconnected tools. Real-time data sharing keeps every department aligned, whether your team is in the office or remote. With SuiteMaster, you can improve collaboration, automate routine tasks, and make faster, more informed decisions. The platform can be fully customized—from workflows and reporting to user interfaces—so it fits the way your organization operates. For partners, consultants, and resellers, SuiteMaster’s white-label program makes it easy to offer a complete ERP solution under your own brand. Ideal for industries as varied as manufacturing, retail, professional services, non-profits, education, and beyond, SuiteMaster delivers enterprise-grade functionality without the high costs—helping businesses work smarter, grow faster, and stay competitive.

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise.

The CRM Firmao software will allow you to create a customer database which will allow you to reduce the time it takes to acquire customers, increase conversions at all stages of the sales process, and efficiently and comprehensively service your existing customers. Firmao is a tool that helps to manage the sales department's work, including the sales funnel. It also acts as a contact centre for customers who are regular customers of the company. Simple management of your customer base Multiple Opportunities - - Automating the sales process - Increasing sales volume - Effective contact with customers - Comprehensive customer service - Execution orders for customers It is used in companies that require regular contact with leads and contractors. Firmao's CRM software can be used to plan dynamic development. Firmao's CRM software is simple and fast to implement. It takes approximately 1-2 weeks.

LedgerLite is an award winning shareware accounting software system that can be used by any organization that requires a general ledger and cashbook. It's easy to download and use, making it ideal for double-entry bookkeeping students. If you are familiar with double-entry bookskeeping, LedgerLite will be a great tool to help you maintain your books for a club, trust, or business. It is also a great tool to use to manage your personal finances, especially if you value privacy and reliability.

Firmex data rooms facilitate more deals, due diligence, and compliance processes than any other platform. With over 20,000 new rooms opened each year, thousands of businesses rely on Firmex to manage highly sensitive projects and processes. Our secure and robust data rooms, combined with industry-leading customer support, give you complete control over your critical documents. Firmex offers flexible pricing, including unlimited data room subscriptions and per-use transaction pricing. Compliant with SOC 2, GDPR, and HIPAA, Firmex also supports SSO, API integrations, and Redaction features.

OneBill is an integrated subscription management, billing and revenue management platform that powers customer lead-to-revenue generation. OneBill supports all types billing models, including subscription billing, usage-based billing, one-time billing, and subscription billing. Open APIs make OneBill easy to integrate with other enterprise systems, such as payment gateways, carriers & service providers and accounting & admin. The platform covers all aspects a business, including CPQ, automated order activation, billing & Invoicing, billing & invoicing, revenue reporting, customer subscription management and channel partner commission management. OneBill is a revenue management and billing solution that integrates with the most trusted solutions in the world. It has helped SMBs, SMEs and large enterprises reduce billing errors, compliance risks, and drive greater efficiency.

Are you looking to increase your sales? Do you want to improve customer relationships? Are you interested in contributing to the fastest-growing open source project on GitHub YetiForce is completely free to use. You can manage 12 business processes within your company with YetiForce's assistance, regardless of its size. YetiForce's open-source code was released under a flexible and generous license. This has created a large and active community for the project. It doesn't matter if your profession is in programming or if you just enjoy software development. Get YetiForce free of cost and discover why more than 250 000 people already use it.

ARGOS is a platform for AI-powered digital identity. We are revolutionizing the way identity is experienced around the world. We create essential identity solutions for individuals and businesses to ensure the security of digital ecosystems worldwide. We provide services that help you identify Anyone, Anywhere, Anytime!

Simplify the entire purchasing process with Purchasing Software. It allows you to Control, Request Approval, Purchase, Pay and Reconcile. Take control of your entire purchasing process. Take control of your entire purchasing process and supplier management. Create a purchase order to begin the purchasing process. ControlHub is the best procurement software for your team to track and generate POs all in one place. No Spreadsheets No emails. No bottlenecks.

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

Open Source ERP and CRM for business. One web suite to manage all aspects of your business. * Only enable the features you need : No matter what your needs are (customer relationship or sales, human resource, logistic, stock and invoicing, accounting, manufacturing marketing, foundation management, surveys, ), you can set up the application to meet your needs. * No more double entries in your Information System: Integration between features and modules is available "in-the box". Even without customization, users are ready to go immediately. * Upgrade at any moment : New versions can be upgraded by design. You can upgrade to the latest version at any time, regardless of your current version. This allows you to keep all your data intact. Users always benefit from the latest features, innovations. * An extensible and customizable application: This market place allows anyone to centralize hundreds of add-ons to improve the app.

Founded in 2011, Kochava is a real-time data solutions company offering a comprehensive growth stack of solutions for data-driven app marketers. We empower marketers to measure what matters with tools that deliver better insights and actionable data in one operational platform. App marketers can map their growth journey with Kochava, leveraging mobile measurement partner (MMP) services, a next-generation marketing mix modeling (MMM) SaaS platform, and a premium platform for search ads automation and app store optimization (ASO). Kochava's MMM SaaS and search ads automation/ASO platforms work with advertisers using Kochava or any other mobile measurement partner. Kochava hosts a culture of customer-driven innovation, dedication to data security, and the most powerful tools in the ecosystem. Headquartered in Sandpoint, ID, the company has offices globally.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

Transaction Cloud is used by SaaS companies around the world for global Payments, Sales Tax / VAT / GST compliance (collection, filing), and Subscription Management, Recurring Billing, Invoicing and Fraud Detection. It simplifies a SaaS companies payment, tax compliance, accounting and risk management process while providing high conversion rate. Transaction Cloud uses its unique Singularity-Integration architecture which combines One-Directional-API, and One-Data-Cloud. This saves valuable resources as there is no cumbersome setup which is typical of webhooks based integration. As a result, the time and resources required for integration are reduced by 50%. Additionally, the points of failure and maintenance cost over the long run are significantly reduced resulting in a reliable, resilient, and efficient system. There is no setup fee and their pay as you go pricing is the most competitive in the industry. Their support for multiple currencies, major credit cards, wallets (Apple Pay, Google Pay, Pay Pal) and fast interface results in high conversion rates. In conclusion, it is a solid, customer centric, transparent, reliable and secure platform made exclusively for selling SaaS and digital products businesses.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

Stansoft is a Linux financial accounting software system for business. It is designed for data entry efficiency with an ncurses text-based terminal user interface. Developed using Aubit 4GL / Informix 4GL with a PostgreSQL or Informix database engine. It is HMRC-recognised for UK PAYE RTI payroll and MTD VAT returns. The following modules are included: Payroll (U.S. and UK), Accounts Payable, Accounts Receivable, General Ledger, Tax Control, Sales, Inventory. Additionally there are fully integrated modules, Fuel Retail Sales, Fuel Management, and Fuel Dispatch for use by petroleum marketers, fuel wholesalers, and retail gas/petrol station operators. Demonstration videos can be found on the YouTube channel @standardsoftware.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

Veriam brings access and subscription management together in a single, secure platform designed to simplify operations, reduce admin time, and improve security. From onboarding to offboarding, Veriam makes it easy to manage access permissions and subscription plans for customers, partners, and employees—all in one place. With Veriam, access permissions and subscription updates happen in real-time. When subscriptions are renewed, upgraded, or changed, access is automatically updated too—so customers always have the right access, without delays. This real-time synchronization means fewer support tickets and a better customer experience. Users only need one login to access products, subscriptions, and data from any organization using Veriam. No more juggling multiple logins or passwords—just a smooth, familiar experience every time they log in. Veriam offers self-service. Customers can update their own subscriptions, manage access, and change profile details without support. This reduces the load on support teams and gives users more control. Built with security and compliance in mind, Veriam follows industry standards, giving you confidence that customer data is handled securely. Try us out today!