Platforms for automating financial approval workflows and processes.
Attio is a data-driven, AI-native CRM built on a flexible relational data model that enables teams to customize their sales workflows, automate processes, and manage complex relationship net...
AI-powered SaaS that delivers M&A workflow automation plus startup tools for cap-table management, virtual data rooms, and investor engagement.
Puzzle is an AI-powered accounting platform designed for startups that automates bookkeeping, provides real-time financial dashboards, and generates investor-ready reports.
Accounting, bookkeeping, and tax platform built for startups with AI-first workflow automation.
Cloud-based accounting software that connects banks and apps to automate bookkeeping, invoicing, bill pay, payroll, and financial reporting for businesses of all sizes.
Baton provides implementation management for B2B SaaS with project templates, customer collaboration, and handoff automation between teams.
Financial reporting automation platform that connects QuickBooks and Xero to Google Sheets with live syncing and templates.
Brazilian financial automation platform offering billing, banking and payments for SMBs with a marketplace of fintech features.
Workflow management for accounting firms with recurring job tracking, deadline management, and team capacity planning.
B2B payments and financial operations platform for Brazilian mid-market companies.
ActiveCampaign is a marketing automation and CRM platform that combines email marketing, automation workflows, sales CRM, and messaging. It helps businesses personalize customer experiences...
Automated bookkeeping for ecommerce.
AR automation platform for B2B finance teams accelerating collections with collaborative workflows.
FX automation and dynamic hedging for corporates.
Global credit decision platform providing contextual credit scores for SMB lenders.
CRM purpose-built for QuickBooks and Xero users with deep two-way accounting sync and customizable workflow automation.
SutiSoft's AP automation solution with OCR, workflows, and integrations for mid-market companies.
UK practice management platform for accountants offering workflow automation and CRM.
AI platform for alternative asset managers with research and workflow automation
Operations workflow platform for building approval processes that integrate with existing business systems and APIs.
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Workflow management for accounting and bookkeeping firms.
AI accountant platform automating bookkeeping, reconciliations, and financial review for accounting firms.
Basis Technologies is an all-in-one programmatic platform combining DSP capabilities with planning, workflow automation, and reporting to simplify complex media operations.
Financial shared services platform for Chinese energy and utility groups.
Benchling is a cloud-based R&D platform for life sciences that provides an electronic lab notebook, molecular biology tools, a sample registry, inventory management, and workflow automation....
Business workflow automation platform with pre-built workflow templates for HR, finance, and operations processes.
AI-powered financial reconciliation platform automating transaction matching for accounting teams.
Fund subscription automation platform streamlining onboarding of LPs for private fund managers.
Low code application platform for financial markets firms
Appian is a low-code automation platform for business process management that enables organizations to rapidly build enterprise applications, automate workflows, and orchestrate processes.
Automated payment and accounting workflow platform for businesses and accounting firms across North America.
Global audit confirmation platform from Thomson Reuters for bank and legal confirmations.
Infotech's Japanese corporate web workflow system for approvals.
Practice management for accounting firms with workflow automation, client management, document collection, and team collaboration.
Finance automation platform for reconciliations, reporting, and data-driven processes without code.
Document management and AP automation integrated with Microsoft Dynamics and Sage ERP for paperless financial workflows.
Trade and post trade workflow for wealth managers.
Financial planning platform for construction firms combining data from project, accounting, and payroll.
Airplane is a developer-first platform for building internal tools with a library of UI components, SQL queries, API calls, and scheduled tasks that deploy instantly from code.
Small business lending platform for banks.
Reconciliation and financial controls platform for banks and insurers.
Finance process automation with SAP job scheduling, close automation, and intercompany reconciliation.
AvidXchange provides accounts payable and payment automation for mid-market companies with invoice processing, approvals, and electronic payments.
Client engagement platform for wealth management on Salesforce.
Automatisch is an open-source Zapier alternative for self-hosted workflow automation.
AI-powered bookkeeping and finance platform for startups automating month-end close and financial reporting.
CRM and practice management platform by AssetMark for financial advisors with workflow and document management.
Apify is a full-stack web scraping and automation platform providing a cloud for running web scrapers, data extraction pipelines, and browser automation at scale.
Automation platform that syncs Stripe transactions with QuickBooks and Xero for bookkeepers and SaaS finance teams.
Modern accounting software combining bookkeeping automation with smart financial insights for UK-based businesses.
Assembly is an employee engagement platform with recognition, feedback, internal comms, and workflow automation tools for building connected team cultures.
Activepieces is an open-source business automation platform providing a no-code workflow builder with 200+ integrations as a self-hosted or cloud alternative to Zapier.
CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.
Bardeen is an AI-powered browser automation tool that automates repetitive tasks across web applications using no-code workflows and AI-generated actions.
Brazilian financial management and accounting-automation platform.
Digital client lifecycle management for buy-side firms with pre-trade onboarding automation.
AI document processing and data extraction platform for financial workflows.
Enterprise-grade property management software for mid-to-large operators with customizable accounting, reporting, and workflow automation.
AI loan officer for SMB lending automating underwriting workflows.