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Accounting & Finance

Articles, blogs, guides and how-tos about business process automation.

  • Gali

    Gali

    Gali is an AI-powered financial analysis tool designed to help investors make informed decisions. It provides real-time insights, sentiment analysis, and comprehensive financial data for stocks and cryptocurrencies. Gali utilizes natural language processing to analyze financial news, social media trends, and market data, offering users a holistic view of their investments. The platform aims to democratize financial analysis by making complex information accessible and actionable for both novice and experienced investors.
    Gali consultants
  • OPN (formerly Omise)

    OPN (formerly Omise)

    OPN (formerly known as Omise) is a leading payment gateway and financial technology company based in Southeast Asia. OPN provides a suite of payment solutions and financial services for businesses of all sizes, from startups to large enterprises. Their platform offers a wide range of payment methods, including credit cards, local payment options, and alternative payment methods, catering to the diverse needs of the Asia-Pacific region. Key features of OPN include: Omise Payment Gateway: A secure and flexible payment processing solution. OmiseGO: A decentralized financial network and digital wallet. Links: A simple way to accept payments through shareable links. FrontEnd: A customizable checkout solution for e-commerce platforms. Multi-currency support and cross-border payments. Robust security measures and fraud prevention tools. Analytics and reporting capabilities for business insights. OPN is known for its developer-friendly approach, offering comprehensive APIs and SDKs for easy integration. The company has a strong presence in Thailand, Japan, Singapore, and other Southeast Asian countries, helping businesses expand their reach in the region. With its innovative solutions and commitment to financial inclusion, OPN continues to play a significant role in shaping the future of digital payments and fintech in Asia.
    OPN (formerly Omise) consultants
  • Microsoft Dynamics 365 Business Central API

    Microsoft Dynamics 365 Business Central API

    Microsoft Dynamics 365 Business Central API is a powerful interface that allows developers to integrate and interact with Microsoft Dynamics 365 Business Central, a comprehensive business management solution for small and medium-sized organizations. The API provides programmatic access to Business Central data and processes, enabling developers to create custom applications, automate workflows, and extend the functionality of the core system. It uses REST architecture and supports OData v4 protocol for querying and manipulating data. Key features of the Business Central API include: CRUD operations on business entities Support for complex queries and filtering Batch operations for improved performance Integration with Microsoft Power Platform OAuth 2.0 authentication for secure access Developers can use the API to build integrations with third-party applications, mobile apps, and custom web interfaces, enhancing the overall business process automation and data accessibility for organizations using Dynamics 365 Business Central.
    Microsoft Dynamics 365 Business Central API consultants
  • TD Ameritrade

    TD Ameritrade

    TD Ameritrade is a prominent American financial services company that provides electronic trading platforms for retail investors. Founded in 1975, it offers a wide range of investment products and services, including stocks, bonds, mutual funds, ETFs, options, and forex trading. TD Ameritrade is known for its user-friendly online platform, advanced trading tools, and educational resources for investors of all levels. The company also provides robo-advisory services through its Essential Portfolios offering. In 2020, TD Ameritrade was acquired by Charles Schwab Corporation, but it continues to operate under its own brand. TD Ameritrade is popular among both beginner and experienced traders for its comprehensive suite of tools and research capabilities.
    TD Ameritrade consultants
  • ReCharge

    ReCharge

    ReCharge is a leading subscription payments solution that helps ecommerce merchants of all sizes launch and scale subscription and recurring billing programs. ReCharge integrates seamlessly with popular ecommerce platforms like Shopify, BigCommerce, and WooCommerce, allowing businesses to easily add subscription options to their products. The platform offers features such as customer portal management, analytics, and customizable checkout experiences. ReCharge supports various subscription models, including fixed recurring, prepaid, and one-time purchases mixed with subscriptions. With its robust API and webhook system, ReCharge enables merchants to automate processes and create personalized experiences for their subscribers. The tool is designed to help businesses increase customer lifetime value, reduce churn, and grow recurring revenue streams.
    ReCharge consultants
  • Zoho Books

    Zoho Books

    Zoho Books is a comprehensive cloud-based accounting software designed for small to medium-sized businesses. It offers a wide range of features to streamline financial management, including invoicing, expense tracking, inventory management, and reporting. Zoho Books provides tools for managing cash flow, creating professional invoices, tracking bills and expenses, and generating financial reports. It also offers multi-currency support, bank reconciliation, and project time tracking. With its user-friendly interface and mobile apps, Zoho Books allows businesses to manage their finances on-the-go. The software integrates seamlessly with other Zoho applications and third-party services, making it a versatile solution for businesses looking to streamline their accounting processes and gain better financial insights.
    Zoho Books consultants
  • Brex

    Brex

    Brex is a financial technology company that provides comprehensive financial solutions tailored for businesses, startups, and enterprises. Founded in 2017, Brex offers a suite of products including corporate credit cards, cash management accounts, and expense management tools. Key features of Brex include: Corporate credit cards with high limits and no personal guarantee required Integrated expense management software Cash management accounts with competitive yields Seamless integrations with popular accounting and productivity tools Rewards program tailored for business spending Brex aims to simplify financial operations for companies, providing a modern, all-in-one platform that combines banking, credit, and expense management. Their services are designed to help businesses scale efficiently by streamlining financial processes and offering insights to optimize spending and cash flow.
    Brex consultants
  • Paymo

    Paymo

    Paymo is a comprehensive project management and time tracking software designed for small and medium-sized businesses. It offers a wide range of features to help teams streamline their workflow, manage tasks, and track time efficiently. Key features of Paymo include: Project management: Create and organize projects, set milestones, and manage tasks. Time tracking: Track time spent on tasks with a built-in timer or manual entries. Team scheduling: Visualize team workload and allocate resources effectively. Invoicing: Generate professional invoices based on tracked time and expenses. Reporting: Gain insights into project progress, time spent, and profitability. Kanban boards: Visualize and manage tasks using customizable boards. Gantt charts: Plan and monitor project timelines with interactive Gantt charts. File sharing: Collaborate on documents and share files within the platform. Client portal: Provide clients with access to project information and progress. Integrations: Connect with various third-party tools to enhance functionality. Paymo is suitable for various industries, including creative agencies, consulting firms, and software development teams. It offers a user-friendly interface and flexible pricing plans to cater to different business needs.
    Paymo consultants
  • Helcim

    Helcim

    Helcim is a comprehensive payment processing solution designed for businesses of all sizes. Helcim offers a range of services including credit card processing, online payments, point-of-sale systems, and invoicing tools. Known for its transparent pricing model and no monthly fees, Helcim provides merchants with competitive rates that typically decrease as their processing volume increases. The platform supports various payment types, including in-person, online, and mobile transactions, making it versatile for different business needs. Helcim also offers features like inventory management, customer management, and detailed reporting to help businesses streamline their operations. With a focus on security, Helcim employs advanced fraud prevention tools and is PCI compliant. The company prides itself on providing excellent customer support and educational resources to help businesses understand and optimize their payment processing.
    Helcim consultants
  • Karbon

    Karbon

    Karbon is a practice management platform designed specifically for accounting firms. It provides a comprehensive suite of tools to help accountants streamline their workflows, improve collaboration, and increase productivity. The platform offers features such as task management, document management, client collaboration, and workflow automation. Karbon aims to modernize accounting practices by centralizing communication, standardizing processes, and providing real-time visibility into work progress. It integrates with popular accounting software and productivity tools, making it easier for firms to manage their entire practice from a single platform. Karbon’s focus on efficiency and team collaboration helps accounting firms deliver better client service while improving their internal operations.
    Karbon consultants
  • ChargeOver

    ChargeOver

    ChargeOver is a comprehensive recurring billing and invoicing platform designed for businesses of all sizes. ChargeOver automates subscription management, payment processing, and dunning, streamlining financial operations for companies offering subscription-based services or products. Key features include: Automated recurring billing and invoicing Flexible pricing models (fixed, usage-based, tiered) Payment gateway integrations Customer self-service portal Dunning management and failed payment recovery Robust API for custom integrations Reporting and analytics tools ChargeOver helps businesses reduce billing errors, improve cash flow, and save time on manual billing tasks. It integrates with popular accounting software, CRM systems, and payment processors, making it a versatile solution for managing subscription-based revenue streams.
    ChargeOver consultants
  • Blockchain Exchange

    Blockchain Exchange

    Blockchain Exchange is a cryptocurrency exchange platform provided by Blockchain.com, one of the world’s leading crypto companies. It offers a secure and user-friendly environment for trading various digital assets. The exchange supports a wide range of cryptocurrencies and provides features such as spot trading, margin trading, and advanced order types. Blockchain Exchange is known for its robust security measures, competitive fees, and integration with Blockchain.com’s wallet services. It caters to both retail and institutional investors, offering high liquidity and a reliable trading engine. The platform also provides real-time market data, charts, and trading tools to help users make informed decisions. As part of the broader Blockchain.com ecosystem, it benefits from the company’s long-standing reputation in the cryptocurrency industry.
    Blockchain Exchange consultants
  • ChartMogul

    ChartMogul

    ChartMogul is a powerful analytics platform designed specifically for subscription-based businesses. It helps companies gain deep insights into their recurring revenue, customer base, and overall business performance. ChartMogul integrates with various billing systems and payment processors to consolidate and analyze subscription data, providing valuable metrics such as Monthly Recurring Revenue (MRR), Customer Lifetime Value (CLV), churn rate, and customer segmentation. The platform offers intuitive dashboards, customizable reports, and forecasting tools to help businesses make data-driven decisions and optimize their growth strategies. With its user-friendly interface and robust features, ChartMogul empowers SaaS companies, e-commerce subscription businesses, and other recurring revenue models to better understand their financial health and customer behavior.
    ChartMogul consultants
  • Chargebee

    Chargebee

    Chargebee is a subscription management and recurring billing platform designed to help businesses streamline their subscription-based revenue operations. It offers a comprehensive suite of tools for managing subscriptions, automating billing processes, and optimizing revenue streams. Chargebee integrates with various payment gateways, accounting software, and CRM systems, making it a versatile solution for businesses of all sizes. Key features include subscription lifecycle management, smart dunning, revenue recognition, and advanced analytics. For more information, visit Chargebee’s official website.
    Chargebee consultants
  • PayPal

    PayPal

    PayPal is a widely used online payment system that enables individuals and businesses to send and receive money electronically. It offers a secure and convenient way to make payments and transfer funds across the globe. PayPal acts as a digital wallet, allowing users to link their bank accounts, credit cards, or debit cards to their PayPal account. Key features of PayPal include: Fast and secure online transactions International money transfers Invoicing for businesses Buyer and seller protection policies Integration with numerous e-commerce platforms PayPal has become an integral part of the e-commerce ecosystem, facilitating transactions for millions of users worldwide. It’s known for its ease of use, widespread acceptance, and commitment to security. The platform also offers various business solutions, including PayPal Checkout, PayPal Here for in-person payments, and working capital loans for eligible businesses. As a leader in the fintech industry, PayPal continues to innovate with features like cryptocurrency buying and selling, buy now pay later options, and mobile payment solutions. Its user-friendly interface and robust security measures have made it a trusted choice for both personal and business financial transactions in the digital age.
    PayPal consultants
  • Marketstack

    Marketstack

    Marketstack is a powerful and user-friendly REST API that provides real-time, intraday, and historical stock market data. It offers developers and financial analysts easy access to a comprehensive database of global market information. Key features of Marketstack include: Real-time and historical data for stocks, ETFs, and indices Coverage of over 125,000 stocks from 72+ global exchanges Intraday, end-of-day, and historical time series data Easy integration with various programming languages and frameworks Flexible API endpoints for specific data retrieval Multiple data formats including JSON and CSV Robust documentation and code examples Marketstack is designed to be scalable and reliable, making it suitable for both small projects and enterprise-level applications. It’s an excellent tool for developers building financial applications, portfolio trackers, or conducting market analysis.
    Marketstack consultants
  • Invoice Ninja Trigger

    Invoice Ninja Trigger

    Invoice Ninja Trigger is a powerful integration for the N8N workflow automation platform. It allows users to automate tasks and workflows based on events that occur within the Invoice Ninja application. Invoice Ninja is a free, open-source invoicing and billing system for freelancers and small businesses. The trigger can be set up to initiate actions in N8N when specific events happen in Invoice Ninja, such as when a new invoice is created, a payment is received, or a client is added. This integration enables seamless automation between Invoice Ninja and other tools or services connected to N8N, enhancing efficiency and streamlining business processes. Invoice Ninja offers a comprehensive suite of features for managing invoices, payments, and clients, and the trigger node in N8N extends its capabilities by allowing users to create complex, automated workflows based on Invoice Ninja events.
    Invoice Ninja Trigger consultants
  • PayPal Trigger

    PayPal Trigger

    PayPal Trigger is a node in N8N that allows you to start a workflow when a specific event occurs in your PayPal account. This trigger can monitor various PayPal events such as when a payment is received, when a refund is issued, or when a dispute is created. By using the PayPal Trigger, you can automate processes based on PayPal transactions, enhancing your ability to manage and respond to financial activities in real-time. For example, you could set up workflows to automatically update your accounting system, send notifications, or initiate follow-up actions when specific PayPal events occur. PayPal is a widely used online payment system that enables individuals and businesses to send and receive money electronically.
    PayPal Trigger consultants
  • Chargebee Trigger

    Chargebee Trigger

    Chargebee Trigger is a powerful integration tool for automating workflows related to subscription management and billing. Chargebee is a subscription management and recurring billing platform that helps businesses streamline their subscription lifecycle operations. The Chargebee Trigger in n8n allows you to automate actions based on events occurring in your Chargebee account, such as new subscriptions, changes in subscription status, invoice generation, or payment processing. This integration enables seamless connectivity between Chargebee and other tools in your workflow, allowing you to create sophisticated automation sequences for tasks like updating CRM records, sending notifications, or syncing data with other systems when specific Chargebee events occur.
    Chargebee Trigger consultants
  • Invoice Ninja

    Invoice Ninja

    Invoice Ninja is a powerful, open-source invoicing and billing platform designed for freelancers and small businesses. It offers a comprehensive suite of tools for managing clients, creating and sending invoices, tracking expenses, and processing payments. Key features of Invoice Ninja include: Customizable invoice templates Automated recurring billing Time tracking and project management Multi-currency and multi-language support Integration with various payment gateways Client portal for easy communication and payment Expense tracking and management API for custom integrations Invoice Ninja can be self-hosted or used as a cloud-based solution, providing flexibility for businesses with different needs. It emphasizes data ownership, security, and ease of use, making it a popular choice for entrepreneurs and small teams looking for an efficient invoicing and business management solution.
    Invoice Ninja consultants
  • Xero

    Xero

    Xero is a cloud-based accounting software platform designed for small and medium-sized businesses. It provides a wide range of financial management tools, including invoicing, bank reconciliation, inventory tracking, and financial reporting. Xero’s user-friendly interface and automation features help businesses streamline their accounting processes, manage cash flow, and gain real-time insights into their financial health. The platform also offers multi-currency support, payroll management in some regions, and integrates with numerous third-party apps to extend its functionality. Xero’s cloud-based nature allows for easy collaboration between business owners, employees, and accountants, providing secure access to financial data from anywhere with an internet connection. With its robust feature set and emphasis on user experience, Xero has become a popular choice for businesses looking to modernize their accounting practices and improve financial visibility.
    Xero consultants
  • ERPNext

    ERPNext

    ERPNext is an open-source, comprehensive Enterprise Resource Planning (ERP) software designed to help businesses manage various aspects of their operations. It offers a wide range of modules including accounting, inventory, human resources, customer relationship management (CRM), manufacturing, and more. ERPNext is known for its user-friendly interface, flexibility, and scalability, making it suitable for businesses of all sizes across different industries. The software is built on the Frappe framework and can be customized to meet specific business needs. ERPNext is developed and maintained by Frappe Technologies Pvt. Ltd., with a strong community of contributors and users worldwide.
    ERPNext consultants
  • Odoo

    Odoo

    Odoo is a comprehensive, open-source business management software suite. It offers a wide range of integrated applications covering various aspects of business operations, including CRM, e-commerce, accounting, inventory management, human resources, and project management. Odoo is designed to be modular and customizable, allowing businesses to select and implement only the features they need. The platform is known for its user-friendly interface, scalability, and ability to streamline business processes for companies of all sizes, from small startups to large enterprises. Odoo’s flexibility and extensive ecosystem of modules make it a popular choice for businesses looking for an all-in-one solution to manage their operations efficiently.
    Odoo consultants
  • CoinGecko

    CoinGecko

    CoinGecko is a popular cryptocurrency data aggregator and analysis platform. It provides comprehensive information on thousands of digital assets, including real-time prices, trading volume, market capitalization, historical data, and more. The platform is known for its user-friendly interface and extensive API, which allows developers to integrate cryptocurrency data into their applications. CoinGecko also offers features like portfolio tracking, price alerts, and cryptocurrency news. For more information, visit the CoinGecko website.
    CoinGecko consultants
  • Microsoft Excel 365

    Microsoft Excel 365

    Microsoft Excel 365 is a powerful spreadsheet application that is part of the Microsoft 365 suite of productivity tools. Microsoft Excel offers a wide range of features for data analysis, visualization, and management. It allows users to create complex calculations, pivot tables, charts, and graphs. Excel 365 is cloud-connected, enabling real-time collaboration and easy sharing of workbooks. It includes advanced features like Power Query for data transformation, Power Pivot for data modeling, and dynamic arrays for more flexible formulas. With regular updates and new AI-powered capabilities, Excel 365 continues to evolve, making it an essential tool for businesses, analysts, and individuals working with data.
    Microsoft Excel 365 consultants
  • WatchSignals

    WatchSignals

    WatchSignals is a powerful stock market analysis and trading tool designed to help traders make informed decisions. This comprehensive platform offers a range of features to assist both novice and experienced traders in navigating the complexities of the stock market. Key features of WatchSignals include: Real-time market data and alerts Advanced charting and technical analysis tools Customisable watchlists and screeners AI-powered trade recommendations Portfolio tracking and performance analytics Educational resources and trading tutorials Mobile app for on-the-go trading insights WatchSignals aims to simplify the trading process by providing users with the necessary tools and information to identify potential trading opportunities and manage their investments effectively. Whether you’re looking to improve your trading strategies or stay on top of market trends, WatchSignals offers a robust solution for traders of all levels.
    WatchSignals consultants
  • MoonClerk

    MoonClerk

    MoonClerk is a user-friendly, web-based payment processing platform designed to simplify recurring and one-time payments for businesses and organisations. This versatile tool integrates seamlessly with Stripe to handle secure transactions and offer a smooth payment experience for both merchants and customers. Key features of MoonClerk include: Easy-to-use drag-and-drop form builder for creating customised payment forms Flexible recurring payment options, including subscriptions and instalment plans Automatic handling of failed payments and card expirations Integration with popular business tools like Zapier, MailChimp, and QuickBooks Customisable branding to match your website’s look and feel Comprehensive reporting and analytics for tracking payment performance Mobile-responsive design for payments on any device Support for multiple currencies and international payments MoonClerk is particularly well-suited for small to medium-sized businesses, non-profits, and freelancers looking for a straightforward way to accept online payments without the need for coding skills or complex setups.
    MoonClerk consultants
  • Invoiced

    Invoiced

    Invoiced is a comprehensive accounts receivable automation platform designed to streamline the invoicing and payment collection process for businesses of all sizes. This versatile tool offers a range of features to help organisations manage their finances more efficiently and effectively. Key features of Invoiced include: Automated invoicing and recurring billing Customisable payment terms and reminders Multiple payment gateway integrations Comprehensive reporting and analytics Customer portal for self-service payments Multi-currency and multi-language support Integration with popular accounting software Automated collections and dunning management Flexible pricing plans to suit various business needs Invoiced aims to simplify the accounts receivable process, reduce manual work, and improve cash flow for businesses by providing a user-friendly interface and powerful automation tools.
    Invoiced consultants
  • Unleashed Software

    Unleashed Software

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    Unleashed Software consultants
  • ProfitWell

    ProfitWell

    ProfitWell is a comprehensive subscription analytics and revenue optimisation platform. ProfitWell offers a suite of tools designed to help businesses maximise their subscription revenue and improve customer retention. Key features of ProfitWell include: Subscription analytics and metrics tracking Revenue recognition and reporting Churn reduction tools and strategies Pricing optimisation algorithms Customer segmentation and behaviour analysis Dunning management for failed payments Benchmarking against industry standards ProfitWell aims to empower subscription-based businesses with data-driven insights and actionable strategies to boost their bottom line and foster sustainable growth in the competitive subscription economy.
    ProfitWell consultants
  • Paddle

    Paddle

    Paddle is a comprehensive revenue delivery platform designed for software companies. This all-in-one solution helps businesses streamline their operations and maximise revenue growth. Key features of Paddle: Global payments infrastructure: Supports multiple currencies and payment methods Subscription management: Handles recurring billing and flexible pricing models Tax compliance: Automates sales tax calculations and remittance worldwide Checkout optimisation: Offers customisable checkout experiences to boost conversions Analytics and reporting: Provides insights into revenue, customer behaviour, and growth metrics Fraud prevention: Implements advanced security measures to protect transactions Billing and invoicing: Generates and manages professional invoices automatically Partner management: Facilitates affiliate and reseller program administration Paddle serves as a merchant of record, taking on legal and financial responsibilities for transactions, which simplifies operations for software companies. By offering a unified platform for payments, subscriptions, and compliance, Paddle enables businesses to focus on product development and growth strategies whilst ensuring a smooth revenue management process.
    Paddle consultants