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Finance Management Tools

owner by owner
February 9, 2023
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They include accounting software and personal financial management tools that help you track your income, expenses, and assets.

These tools can also be used to create budgets, save money, and make investment decisions. However, it is important to choose the right tool based on your business requirements.

Infor Core Financials

Infor Core Financials is a finance management tool that helps businesses streamline operations and gain real-time visibility. The software provides users with a full suite of accounting functions to track daily financial activities and generate quarterly and annual reports.

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In addition, the software offers a variety of tools for reporting, analysis, budgeting, and planning. It also enables users to access data on the go.

The solution is available as an on-premise, hosted, or subscription solution. It is designed for enterprises, large businesses, and multinational organizations.

For example, the software can help companies handle oil and gas industry fluctuations. Its account payable and account receivable functions can help the energy sector simplify accounting tasks when dealing with funds in multiple currencies.

The software allows users to track revenue and expenses by fund type, trade, project, employee, or company. It also allows users to create customized dashboards for easy access.

Yokoy

Yokoy is an AI-powered finance management tool that helps companies automate expense reports. The company says its software can save midsize companies a significant amount of money, and it’s backed by leading investors including Left Lane Capital.

Founded in Switzerland, Yokoy provides an all-in-one fintech solution for spending management through automation, API integrations, and machine learning. Its platform offers expense management, supplier invoice management and smart corporate credit cards.

The startup aims to rid the world of legacy processes that are costly and time-consuming. Its AI-powered software has attracted customers including Stadler Rail, Swissquote and On Shoes.

Yokoy offers automated compliance checks, accounting bookings and VAT validation and reclaim. Its technology also makes it easier for employees to submit expenses. Yokoy is integrated with TravelPerk, which allows travelers to submit hotel and flight expenses. The data is then automatically merged into Yokoy for reconciliation.

SOS Inventory

SOS Inventory is a finance management tool that is built specifically for QuickBooks Online. It provides a range of features and functionality, including lot/batch tracking, serial numbers, multicurrency, sales orders, landed costs, unlimited-level assemblies, kits, partial receiving and partial shipping, and custom fields.

It also supports multiple locations, allowing you to see how much inventory is in each location and purchase and receive materials at each facility. You can also transfer items between locations and track them throughout their lifecycle to ensure your operations run efficiently.

SOS Inventory is designed to be a cost-effective solution for small and mid-sized businesses that require comprehensive order and production management capabilities. It is ideal for discrete, process, contract and make-to-order manufacturing.

Freshbooks

FreshBooks is an award-winning finance management tool for small businesses. It includes a variety of features for invoicing, expense tracking, time tracking, and client communication.

Invoices look professional and are easy to create, and you can customize them with a logo and a personal message. The app allows you to send them via email or print them and distribute them to clients.

Tracking expenses is also a breeze. Just snap a photo of your receipt and drag it into the expenses screen to record it.

FreshBooks’ Double-Entry Accounting makes it simple to track expenses and finances, as well as create reports to help you make better business decisions. And, if you need a hand, the company’s customer support team is just a phone call away.

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