Software encyclopedia
Finance, Accounting & Payments Software
Software for keeping the books, billing customers, paying bills, taking payments and managing money, from a one-person shop to a bank.
Accounting & bookkeeping
The books, the bills and the invoices.
Accounting Software
Software that records income and expenses, sends invoices, pays bills, reconciles bank accounts and produces financial statements.
Invoicing Software
Software for creating and sending professional invoices, accepting online payment and chasing late payers automatically.
Subscription Billing Software
Software that charges customers on a schedule for memberships, subscriptions and usage, handling plans, upgrades, failed payments and invoices.
Accounts Payable Automation
Software that captures supplier invoices, routes them for approval, matches them to purchase orders and pays them.
Accounts Receivable Automation
Software that automates invoice follow-up, payment reminders, cash application and collections.
Expense Management Software
Software for capturing receipts, tracking employee spending, enforcing policy and reimbursing expenses, often with company cards.
Tax Preparation Software
Software for preparing and filing income tax returns for individuals and businesses, used by taxpayers and accounting firms.
Sales Tax Software
Software that calculates, collects and files sales tax across states and local jurisdictions, including tracking where you owe tax.
Budgeting & Forecasting Software (FP&A)
Financial planning and analysis software for budgets, forecasts, scenarios and reporting beyond what spreadsheets can handle.
Payments
Getting paid, online and in person, and paying others.
Payment Gateway & Processor
The service that securely accepts card and digital wallet payments online or in person and moves the money into a business’s bank account.
Marketplace & Platform Payments
Payment software for platforms and marketplaces that collect money from buyers and pay out sellers, providers or partners, including onboarding and tax forms.
ACH & Bank Payment Software
Software for accepting and sending payments directly between bank accounts, with lower fees than cards for invoices, rent, dues and payroll.
Online Giving & Donation Software
Software for accepting one-time and recurring donations online, by text or at events, with receipts and donor records.
Payment Fraud Prevention Software
Software that spots and blocks fraudulent payments, account takeovers and chargebacks using rules and machine learning.
Banking, lending & investing
Software behind banks, lenders and financial advisors.
Core Banking Software
The central system banks and credit unions use to manage accounts, deposits, loans and transactions.
Loan Origination Software
Software that manages loan applications from intake and document collection through underwriting, approval and closing.
Wealth Management Software
Software financial advisors use to manage client portfolios, financial plans, reports and compliance records.
How we help
QuickBooks Online Integration
Sync invoices, payments, customers, items and expenses between QuickBooks Online and your store, CRM, POS or custom software.
Stripe Integration Services
Connect Stripe to your website, app or point of sale the right way: checkout, subscriptions, invoices and webhooks that update your systems and reconcile cleanly.
Stripe to QuickBooks Reconciliation & Payment Reporting
Make Stripe payouts match your books: fees, refunds and deposits synced to QuickBooks or Xero, with clear reports your accountant will love.
Online Invoicing & Payment Links
Send professional invoices customers can pay in one tap by card or ACH, with automatic reminders, deposits and a full payment history.
Need it set up, connected or built?
Whether you are choosing finance, accounting & payments software, connecting it to the rest of your systems or replacing something that no longer fits, we will give you a straight answer and a fixed quote.
- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide