Aimplan is a cloud-based solution that enhances Microsoft Power BI with capabilities for planning, forecasting, and financial reporting, enabling organizations to streamline their budgeting processes and improve data-driven decision-making. By integrating seamlessly with existing Power BI data models, Aimplan reduces manual tasks and enhances collaboration across departments, resulting in faster and more accurate financial planning.

Provides a financial data platform tailored for home service contractors, integrating and centralizing metrics from tools like ServiceTitan to create a single source of truth. Enables real-time demand forecasting, budget tracking, and capacity planning, helping businesses optimize resource allocation, quantify revenue drivers, and improve operational efficiency.

Dost provides an AI-powered platform to automate accounts payable and receivable processes for financial operations. The system digitizes documents, extracts data with high accuracy, and streamlines 3-way matching and approval workflows. This automation reduces administrative costs and errors while offering real-time visibility into financial transactions.

Glean.ai provides an AI‑driven accounts payable platform that automates invoice capture, GL coding, and payment workflows while extracting detailed line‑item data. The system aggregates spend information, applies proprietary vendor benchmarking, and delivers real‑time analytics and actionable insights to help finance teams reduce manual effort, uncover hidden savings, and negotiate better vendor terms. All features are delivered through a centralized dashboard that integrates with existing ERP, banking, and payment systems.

Jirav offers a cloud-based financial reporting and analysis platform that integrates accounting, workforce, and operational data to automate budgeting, forecasting, and reporting processes. This solution eliminates reliance on error-prone spreadsheets, enabling small and medium businesses to create accurate financial models and make informed decisions based on real-time insights.

Keeper is a bookkeeping practice management tool that integrates with QuickBooks and Xero, streamlining month-end close processes through automated file reviews, task management, and a secure client portal. It addresses inefficiencies in bookkeeping by reducing the time spent on client communication, error correction, and report generation, enabling firms to close their books in half the time.

OnPlan is a budgeting and forecasting platform that integrates real-time financial data across all business functions to enhance accuracy in financial planning. It enables organizations to create precise budgets and forecasts, improving decision-making and resource allocation.

Pluto offers a spend management platform that combines virtual and physical corporate cards with automated expense and accounts payable management, enabling enterprises to control and track all business spending. The platform reduces administrative burdens by providing real-time insights and streamlining processes, saving finance teams over 100 hours each month.

Puzzle offers AI-driven accounting software that automates transaction categorization and bookkeeping for startups and accounting firms. The platform provides real‑time financial data, continuous accuracy checks, and integrates with modern tools while maintaining auditable, permission‑controlled AI processes.

Synder is an accounting automation platform that synchronizes sales, fees, and taxes from over 30 e-commerce channels directly into accounting software like QuickBooks and Xero, ensuring accurate month-end bookkeeping. It addresses the complexities of multi-source data management by providing real-time revenue recognition and streamlined reconciliation for e-commerce businesses.

TrueRev is a financial operations platform that automates order-to-cash processes, including revenue recognition and billing, for B2B SaaS companies. By eliminating reliance on spreadsheets and ensuring compliance with ASC 606, TrueRev provides real-time subscription metrics and reduces manual errors, saving time and increasing accuracy in financial reporting.

Doublefin is a collaborative headcount management and budget planning platform that provides real-time insights and analytics for People teams, Finance partners, and budget owners. It eliminates the inefficiencies of spreadsheets and email threads by centralizing people data and streamlining management workflows, enabling organizations to plan their growth effectively.