Bill.com
Simplify payments, approvals, and accounts automation
Deskera
Unify accounting, ERP, and
business management workflow
Expensify
Automate expense tracking and
employee reimbursements.
FreeAgent
Online accounting software providing invoicing, expense management, and tax preparation for freelancers and small business owners.
FreshBooks
Cloud-based accounting software offering invoicing, time tracking, expense management, and reporting for small businesses and freelancers.
Invoiced
Accounts receivable automation software designed to streamline billing and collections for businesses.
Sage Accounting
Leading accounting software providing payroll, financial management, and reporting tools for small to medium-sized businesses.
Wave
Online accounting software offering invoicing, expense management, and accounting features for small businesses and freelancers.
Productivity & Collaboration
Xero
Automate bookkeeping and simplify
financial reporting processes.
Zoho Books
Online accounting software offering invoicing, bank reconciliation, and financial reporting for small businesses.
QuickBooks
Comprehensive accounting software for small businesses offering features like payroll, inventory, and sales management.
Firma
Connect financial systems and
business operations smoothly.
Bexio
Swiss-based accounting software for small businesses offering invoicing, payroll, and financial management tools.
inFakt
Automate invoicing and simplify financial operations.
Kashoo
Easy bookkeeping and expense
tracking for businesses.
Alegra
Modern accounting and invoicing
made simple.
e-conomic
Improve finance management with
automated accounting workflows.
YNAB
Smarter budgeting and financial
planning integration.
Facebook Ads
Advertising platform by Facebook offering targeted ads, audience insights, and campaign management tools.
Instagram Ads
Advertising platform by Instagram offering visually engaging ads, audience targeting, and campaign analytics.
Capital One
A leading bank providing a wide range of financial products including credit cards, loans, and banking services for individuals and businesses.
COCC (DNA) - Insight (via Kinective)
Core banking platform offering account processing, digital banking, and reporting tools for community banks and credit unions.
Corelation - Keystone (via Kinective)
Modern core processing platform focused on open architecture and real-time data access for credit unions.
CSI - NuPoint (via Kinective)
Cloud-based core banking system providing integrated digital banking, document management, and compliance tools.
Finastra - Phoenix (via Kinective)
Core banking solution supporting retail and commercial banking with a focus on open APIs and modular services.
FIS - Bankway (via Kinective)
Core banking platform offering flexible account processing and robust support for community and regional banks.
FIS - Horizon (via Kinective)
Real-time, open core banking solution designed for scalable operations and digital innovation in banking.
FIS - IBS (via Kinective)
Enterprise-level core banking system supporting high-volume processing for large financial institutions.
FIS - Miser (via Kinective)
Core processing system offering flexible servicing and real-time processing for banks and credit unions.
Fiserv - DNA (via Kinective)
Real-time core banking platform with an open architecture supporting customization and third-party integrations.
Fiserv - Portico (via Kinective)
Core banking platform tailored for credit unions, offering automation and member-centric services.
Fiserv - Precision (via Kinective)
Scalable core banking system designed for community banks with integrated lending and compliance tools.
Fiserv - Premier (via Kinective)
Comprehensive core banking solution for midsize to large banks, supporting retail, commercial, and digital banking.
Fiserv - Signature (via Kinective)
Global core banking platform offering multi-currency, multi-language support for large financial institutions.
Fiserv - Spectrum (via Kinective)
Credit union-focused core banking solution with real-time processing and integrated member services.
Fiserv - XP2 (via Kinective)
Member-focused core platform supporting real-time processing, lending, and digital integrations for credit unions.
Jack Henry - CIF 20/20 (via Kinective)
Core system designed for community banks, offering real-time transaction processing and system reliability.
Jack Henry - Core Director (via Kinective)
Browser-based core processing system providing automation, scalability, and ease of customization for banks.
Jack Henry - Silverlake (via Kinective)
Integrated core banking platform supporting complex commercial and retail banking needs for community banks.
Jack Henry - Symitar (via Kinective)
Core platform built for credit unions, offering real-time processing and extensive customization options.
Jack Henry - Symitar EASE (via Kinective)
Hosted version of the Symitar core, delivering managed infrastructure with full credit union functionality.
Banks - Finicity
Finicity - financial data aggregator and open banking platform enabling secure data sharing for financial services in the US.
Banks - Yodlee
Yodlee - financial data aggregator and open banking platform enabling secure data sharing for financial services globally.
Alkami
Digital banking platform providing online and mobile banking solutions with features like account opening, bill pay, and financial wellness tools for banks and credit unions.
Banno
Digital banking platform by Jack Henry & Associates, offering online and mobile banking, personal financial management, and fraud prevention tools for financial institutions.
Lumin
Digital banking platform offering modern online and mobile banking experiences with features like account management, bill pay, and personalized financial tools for credit unions and community banks.
Q2
Digital banking and lending solutions focused on transforming the user experience for financial institutions with a robust platform for mobile, online banking, and payments.
Google Business Profile
Online tool for businesses to manage their presence on Google Search and Maps, including business information, reviews, and photos.
Yelp
Platform for businesses to manage their online presence, including customer reviews, business information, and photos.
Creditsafe
Provider of business credit reports and credit risk management solutions for businesses.
ActiveCampaign
Marketing automation and CRM platform providing email marketing, automation workflows, and customer experience tools.
Agile CRM
All-in-one CRM offering sales tracking, marketing automation, and customer service tools for small to medium businesses.
Bill4Time
Time tracking and billing software designed for professional service firms to manage billing, invoicing, and project management.
Capsule
Simple and powerful CRM designed for small businesses, offering contact management, sales tracking, and task management.
Clio
Legal practice management software offering case management, time tracking, and billing tools for law firms.
Close
Sales engagement CRM designed to help sales teams close more deals with email automation, calling, and workflow management.
Copper
CRM designed for G Suite users, offering seamless integration with Google Workspace for email, contacts, and calendar management.
Follow Up Boss
Real estate CRM providing lead management, automation, and follow-up tools specifically for real estate agents and teams.
Freshsales
CRM and customer engagement platform offering sales automation, lead management, and analytics tools for businesses of all sizes.
HubSpot CRM
Comprehensive CRM platform offering sales, marketing, and customer service tools with free and paid plans for growing businesses.
Insightly
CRM and project management software designed for small to medium businesses to manage sales, projects, and customer relationships.
LionDesk
Real estate CRM providing lead management, marketing automation, and transaction management tools for real estate professionals.
Pipedrive
Sales-focused CRM designed to help sales teams manage leads, track communications, and automate administrative tasks.
Redtail CRM
Redtail is a cloud-based customer relationship management (CRM) system designed for financial advisors and firms. It helps manage client data, streamline workflows, and enhance communication by offering tools for task tracking, document storage, and client interaction management. Redtail integrates with a variety of financial planning tools, allowing advisors to provide more efficient and personalized services to their clients.
Salesforce
Leading CRM platform offering a wide range of sales, marketing, and customer service tools for businesses of all sizes.
Streak
CRM built directly into Gmail, offering email tracking, mail merge, and pipeline management for small to medium businesses.
Teamgate
Sales CRM providing lead management, sales automation, and analytics tools to help sales teams close more deals.
vCita
Business management and CRM platform offering scheduling, invoicing, and client management tools for small businesses.
Vtiger
CRM offering sales, marketing, and help desk solutions with built-in automation and analytics tools for small to medium businesses.
WealthBox
WealthBox is a cloud-based customer relationship management (CRM) software designed specifically for financial advisors and wealth management professionals. It offers tools for managing client relationships, tracking interactions, and organizing financial portfolios. With features like task management, document storage, and automated workflows, WealthBox aims to streamline the operations of financial advisory firms.
Zoho CRM
Comprehensive CRM platform offering sales automation, marketing campaigns, and customer support tools for businesses of all sizes.
Hyperwallet
Global payout platform offering a range of payment options for businesses.
Amazon
Global e-commerce giant offering a wide range of products, services, and marketplace opportunities.
Big Cartel
E-commerce platform tailored for artists and makers, offering simple online store setup and management.
BigCommerce
Robust e-commerce platform offering scalable solutions for businesses of all sizes.
Ebay
Global online marketplace connecting buyers and sellers across various product categories.
Ecwid
E-commerce platform enabling businesses to add online stores to their websites and social media.
FastSpring
E-commerce platform specializing in digital goods and subscription management.
Shopify
Leading e-commerce platform offering comprehensive tools for online store creation and management.
Square
Payment processing and business management solutions for small to medium-sized businesses.
Squarespace
Website building and e-commerce platform offering customizable templates and integrated sales tools.
WooCommerce
Open-source e-commerce plugin for WordPress, enabling online store creation and management.
Google Drive
Cloud storage and file synchronization service by Google, integrated with Google Workspace.
Customer.io
Customer engagement platform offering automated messaging and data-driven communication for businesses.
GetResponse
Email marketing platform offering tools for email campaigns, automation, landing pages, and webinars.
Klaviyo
Marketing automation platform designed for e-commerce, providing email and SMS marketing solutions.
MailChimp
Comprehensive marketing platform offering email marketing, automation, and audience management tools.
Omnisend
E-commerce marketing automation platform offering email, SMS, and omnichannel marketing tools.
ZohoCampaigns
Email marketing software by Zoho offering campaign management, automation, and analytics.
Gusto
Cloud-based payroll and HR software for small businesses, offering benefits management and compliance tools.
Trinet
Professional employer organization providing HR outsourcing, benefits, payroll, and compliance solutions.
Productivity & Collaboration
Gmail
Gmail is the email service provided by Google
Productivity & Collaboration
Google Calendar
Google Calendar is a free scheduling and time management app developed by Google.
Productivity & Collaboration
Google Docs
Google Docs is a great tool to write, edit, collaborate, review, and share documents.
Productivity & Collaboration
Google Sheets
Cloud-based spreadsheet application by Google offering collaboration, data analysis, and automation tools.
Productivity & Collaboration
Microsoft Outlook
Microsoft Outlook is an email and personal information manager software primarily used in professional settings. As part of the Microsoft Office suite, it offers email management, contact storage, calendar scheduling, and task tracking.
Productivity & Collaboration
Slack
Slack is a team communication and collaboration platform that organizes conversations into channels, supports direct messaging, integrates with various productivity tools, and enables file sharing, automation, and video conferencing to streamline workflow and improve teamwork.
Productivity & Collaboration
WhatsApp Business
Messaging platform designed for businesses to communicate with customers using automated responses, business profiles, and product catalogs.
Facebook for Business
Suite of tools for businesses to manage their presence, advertising, and customer interactions on Facebook.
Instagram for Business
Tools and features for businesses to market and engage with customers on Instagram.
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