
Dext
Xero
Expensify
Datamolino
Hubdoc
DOKKA.com
Wave Financial
Smart Receipts
ShieldFive
Droplana
FileInvite
DokuTrak
Content Snare
ShareFile
Dropbox
Suralink
Dext
ShieldFiveDext is particularly recommended for small to medium-sized businesses, accounting professionals, and bookkeepers who need to process large volumes of financial documents efficiently. It is also suitable for businesses that require integration with existing accounting software and are looking to automate their financial workflows.
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Xero - Xero is online accounting for your small business.
Droplana - A client document portal for easy, secure two-way document exchange. Give every client one persistent place for files, comments and PDF signing - no client accounts required.
Expensify - Import expenses directly from a credit card to create free expense reports quickly. Approve reports online and reimburse directly to a checking account with one click.
FileInvite - Stop chasing your customers for documents FileInvite's secure document collection software automates document collection workflows so you can unlock revenue faster.
Datamolino - Process all invoices without retyping. We turn your invoices into structured electronic documents, that you can import directly into your accounting system.
DokuTrak - Send one secure upload link, track missing files, and let AI flag wrong or incomplete documents before they slow down the job.