Finance management software

Agicap is a leading SaaS platform in Europe for business finance management, designed to help companies monitor cash flows, plan financial evolution, and centralize the management of invoices and receivables. Founded in 2016 in France, the company quickly expanded its presence in several European countries, including Italy, Germany, Spain, and the UK, now serving over 7,000 active customers.

Capboard is an equity and investor management tool that can be adapted to all countries and business currencies. It can be used to digitize cap tables, projections, stock plans, and more. The tool can be used to share and archive monthly updates, fundraising documents, and due diligence materials.

Carta is a cloud-based capital management solution that helps manage valuations, equity plans, cap tables, and investments. The platform enables users to track employee and non-employee equity on a unified system, allowing them to efficiently organize employee stock purchase plans and administration.

Creatio CRM is an all-in-one platform that helps businesses manage customer and revenue processes. The platform provides a unified CRM experience, enabling collaboration between sales, marketing, and service teams through a shared database and multi-team, multi-workspace workflows.

FundCount is an integrated accounting and investment management solution that helps small and large businesses monitor, analyze, and report on portfolio investments. It enables users to manage all partnership, portfolio, and general accounting operations through a centralized dashboard, facilitating communication between all stakeholders.

Goodbudget is a finance management software that revolutionizes the envelope budgeting system. The app allows you to assign spending categories—such as rent, groceries, entertainment, and dining out—to separate “envelopes.” Once the assigned money is spent, you can’t spend more in that category unless you transfer funds from other envelopes.

Ledgy is an advanced capital management platform designed for fast-growing startups that need efficient control over their financial resources. The software allows companies to easily manage employee equity plans, funding rounds, and investor relations, automatically syncing these elements into a capitalization table based on transactions.

Mint is one of the most widely used personal finance management platforms, valued for its intuitive interface and advanced features. With bank account synchronization and automatic expense categorization, it allows users to track their budgets easily and effectively.

Moneydance is a financial management software designed for users who want advanced control over their personal finances. With an intuitive interface and powerful tools, this solution allows users to track income and expenses, manage investments, create customized budgets, and connect directly to bank accounts to automatically synchronize transactions.

Personal Capital is a completely free financial management software. The legal disclosure within the platform provides detailed information on the data collected from site visitors, users, and other types of clients, presenting it in clear and structured tables.

PocketGuard is a financial management tool that helps you oversee various aspects of your personal finances, such as budgeting, debt, net worth, bills, and more. It provides a detailed view not only of your expenses but also of your cash flow.

RealPage IMS is a fully integrated, cloud-based investor management solution for commercial real estate investment firms, featuring tools such as investor dashboards, document management, an integrated CRM, mobile investor apps for Android and iOS, and advanced analytics.

Square is a digital payment platform designed to help businesses of all sizes manage transactions, invoicing, and sales both online and offline. With its intuitive interface and numerous integrations, this solution simplifies payment management, making it accessible to both small merchants and large enterprises.

Stripe is one of the most popular online payment platforms, used by businesses of all sizes to manage secure and fast transactions. It offers a comprehensive infrastructure for processing online payments, subscriptions, marketplaces, and much more.

YNAB (You Need A Budget) is one of the most popular personal finance management software solutions, designed to help users control their expenses and plan an effective budget. Based on a proactive budgeting method, YNAB encourages users to assign every dollar a specific purpose, helping to avoid waste and improve money management.