14 products
Financial Services apps
Everything the AppRater community filed under Financial Services, newest first. AppRater reviews every listing before it appears.
KOUNTEQ
iOS · 27 recommendations
KOUNTEQ - Trusted business & finance app stack
We provide SME’s with a financial app stack by migrating their business to the cloud thereby providing them with real-time financial information, making their business digital and paperless and saving them costs over the long term. We are an approved crown commercial service provider who are able to offer cloud technology and support services to the public sector through the G cloud framework. We are also registered as a HMRC agent providing corporate services such as 'making tax digital' as well as being regulated under the anti money laundering regulations. We have a growing customer base, and are generating revenue providing a financial app stack to clients. we currently deploy over 25 distributed apps within our firm to provide either internal or external information. Working with partners like Google and Xero as well as other connected partner apps which provide services such as bookkeeping, statutory accounts, payroll, collaboration, expense claims, project management, credit control, payment solutions,HMRC agent services cash flow forecasting, and monthly management accounts.These are just some of the financial apps we use to provide a service of improved productivity to our clients.
Foundy.com
iOS · 5 recommendations
Foundy.com - Sell your business at a higher valuation or find quality acquisitions
Foundy.com is the first AI-enabled platform specialising in long-term exit planning and successful M&A deal execution. Whether you're preparing for an exit within 1 to 36 months or exploring buy-side acquisition opportunities, Foundy offers an AI-powered SaaS platform combined with expert advisors who specialise in your company’s industry niche. We provide a comprehensive toolkit, including buyer and deal flow sourcing, templates and access to a thriving community of exited founders and buyers, all designed to maximise shareholder value and ensure a successful transaction. Foundy also has a generous referral programme for those who connect us with buyers or sellers. Key Features For Sellers: Exit Readiness & Valuation Reports: Foundy supports both tech founders and retiring business owners with comprehensive exit planning tools. Our platform provides Exit Readiness Reports and detailed valuation insights. For long-term exit planning, Foundy's AI-powered algorithms deliver strategic advice that aligns your business with future goals, boosting its appeal to prospective buyers. For owners seeking a near-term exit (within 1 to 9 months), Foundy offers hands-on tools to prepare for a sale, source buyers, navigate due diligence, and close deals. Through our free AI-powered valuation tool available at foundy.com/sellers, business owners can receive an indicative valuation and an overview of their business’s financial health and market positioning. Sellers can then upgrade to receive a more detailed report that draws from a database of over 1 million historical acquisition transactions, adding both trust and credibility to their sale. Buyer Sourcing, Deal Management, & M&A Advisory: Foundy provides a full-service M&A platform that integrates buyer sourcing, deal management, and advisory support at a fraction of the cost of traditional brokers. With access to over 20 million businesses, including off-market opportunities, Foundy helps you find the right buyer. Our proprietary tech centralises insights from multiple sources, delivering vetted acquisition opportunities. For additional support, sellers can connect with vetted brokers and M&A experts through Foundy’s in-house advisory team, providing the ideal mix of advanced technology and human expertise. Community Support: Business owners can tap into Foundy’s vibrant community of exited founders, buyers, M&A professionals, and other entrepreneurs who share experiences and strategies, creating a robust support network. Pricing Information: For more detailed information on our services and pricing for sellers, visit foundy.com/sellers. For Buyers: Deal Sourcing & Due Diligence: Foundy’s platform simplifies the acquisition process through its AI-driven deal sourcing and due diligence tools. By filtering prospects based on over 30 parameters, Foundy automatically matches buyers with high-quality, off-market businesses from a pool of over 20 million companies. These tools help buyers build tailored acquisition lists and receive detailed due diligence reports on shortlisted opportunities, ensuring buyers make informed decisions. Post-Acquisition Integration Support: Foundy offers post-acquisition tools that enable buyers to effectively integrate and grow newly acquired businesses, maximising ROI and reducing risk. Community Engagement: Buyers can join Foundy’s exclusive community of acquisition entrepreneurs, fund managers, and corporate buyers. This network provides access to live webinars, industry insights, funding opportunities, and peer-to-peer learning via instant chat channels. It’s a one-stop hub for buyers seeking guidance and support. Pricing Information: For more details on buy-side services and pricing, visit foundy.com/buyers.
FintechService
iOS · 33 recommendations
FintechService - Profitable digital solutions for blockchain industry
FintechService is a fintech company that creates smart solutions for the infrastructure of the cryptocurrency market and helps startups and other companies to organize their own financial business and reach a new level. We work with people and for people. By creating proven new and improved solutions, developing software development, and responding to all trends in the cryptocurrency market, we strive to conduct businesses along the path of innovative technologies so they can succeed in the digital age.
Zeni
iOS
Zeni - Unleash the Power of AI Bookkeeping
Zeni is an AI bookkeeping software backed by a dedicated finance team. With a comprehensive suite of financial tools and services, you can leverage automation to save 70 hours per month and increase the accuracy of your financial operations.
FairFigure
iOS · 9 recommendations
FairFigure - Get funded. Build business credit. Take control
FairFigure is a business credit monitoring service, business financing company, and business credit builder platform. It empowers businesses by allowing accurate insights into your business financials, business credit scores, and same-day access to business credit-building funds with the FairFigure Business Capital Card. FairFigure was cofounded by entrepreneurs Aaron Velazquez and Felix Komrash in Miami, Florida.
brodmin
iOS · 28 recommendations
brodmin - Report your unpaid invoices - A late payment directory
brodmin was developed to help freelancers, business owners, and entrepreneurs to find more financial stability and better protect their business when working with new on and offline clients. As an independent directory focused on collecting reports on businesses who leave clients unpaid, we want to help you avoid potential financial hardships before they happen. By giving you the tools needed to understand whom to work with and whom to avoid we can help you grow your business with improved confidence. Clients and businesses are rapidly growing in the ever-changing business marketplace, which makes it even more vital that you stay better protected when it comes to your financial future. Be aware of businesses whose payment habits don't align with your efforts, so you can focus on what matters most—your own success.
ConsumerDirect
iOS
ConsumerDirect - The people first financial platform
Since 2003, we have dedicated our talents toward building a leading-edge platform integrating consumers with their banks, creditors, and other institutions so that they can communicate on a wide variety of topics. With the simple push of a button, a consumer can ask a question, resolve an issue, or negotiate better rates directly with their banks or creditors.
PortfolioPilot
iOS
PortfolioPilot - Personalized AI-driven investing guide for self-directed investors
PortfolioPilot is a personalized, AI-driven investing coach that empowers self-directed investors to feel more confident in improving their risk-adjusted returns. Users are able to view all their assets in one place, find opportunities, minimize risks, and act on personalized recommendations, all powered by Global Predictions’ commercial-grade Macro Insights and Recommendation Engine.
Beagle
iOS · 23 recommendations
Beagle - Find your old 401(k)s, hassle-free rollover
If you are trying to find your old 401(k), you can use an online service such as Beagle, it allows you to track your old 401(k) for free to see the hidden fees charged to your account, and rollover to a better retirement account with just one click. Consolidate your retirement money today, save thousands and never worry about tracking your 401(k)s again.
mycashless
iOS · 45 recommendations
mycashless - Handling operations with profit, simplicity and control
We are a utility software and service that improves the event experience by making purchases more agile thus increasing sales, while also giving promoters more control over their staff, product inventories, and cash management. We elevate the customer experience by increasing revenue by 30% or more guaranteeing a fast purchasing flow with full transparency and full control to scale your multi POS operations.
Capital Engine™
iOS · 38 recommendations
Capital Engine™
Securities deregulation, banking disintermediation and innovative capital raising software like Capital Engine™ are leveling the playing field by giving more people online access to the USD10 Trillion alternative investment market. Industries like real estate, venture capital, healthtech, renewable energy (oil & gas) and charitable fundraising have lagged behind in terms of innovation, particularly when it comes to adopting and advancing technology. Capital Engine™ offers a secure, interactive environment for investors and issuers to connect and exchange information about deals – from online syndication to debt and equity marketplaces.
realAppeal
iOS · 6 recommendations
realAppeal - Makes it easy to save money on your property taxes
realAppeal helps property owners reduce the costs of owning real estate. realAppeal's software identifies property owners that can save money on their taxes, and manages the end-to-end process of reducing their property tax bill. At realAppeal, we believe everyone should have access to the information, tools, and resources to ensure their property is managed effectively.
Savology
iOS · 37 recommendations
Savology - Fast and free financial planning in 5 minutes
Savology is helping households improve their financial well-being and reach their goals by providing access to fast and free financial planning that actually works. In just 5 minutes, Savology users get access to a free financial plan, a financial report card that grades the user's finances across 12+ categories, financial planning modules and activities to complete as a way of improving their financial literacy, and personalized action items (recommendations) that provide actionable next steps to help them improve their finances.
Taxhub
iOS · 33 recommendations
Taxhub - Platform to give CPA tax access to startups
Taxhub began out of the need to solve the two main problems in personal tax return industry. Consumers have two choices when it comes to getting their taxes done. They can either go to a traditional franchise tax prep firm and get charged an arm and a leg for something that take then less than an hour to do or they can attempt the cheaper option and go through the extremely frustrating task of going online and trying to do it themselves. The major players in this industry have been extremely slow to change their m.o and provide a solution that addresses both the high cost of having a paid preparer file your taxes and the frustration of trying to do it yourself online. Taxhub combines the ease of having a professional finalize and file your return with the cost savings of not having the expense of a brick and mortar site. Our unique process enables significant overhead savings. These savings are passed on to you. You end up having the reassurance of tax professional file your taxes at more than half the cost!