iPoint Alternatives & Competitors

Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.

Key Quicken features:

Comprehensive Financial Management Investment Tracking Bill Pay Service Mobile App

Working Papers is flexible project management software solution.

Key Working Papers features:

Data Integration Audit Trail Collaboration Customizable Templates

Salesforce-native accounting software for quotes, invoices, e-invoices (XRechnung, ZUGFeRD), DATEV integration, bank sync, and SEPA payments – no external tools needed.

Key Finblick features:

Quotes Management Invoicing and Billing E-Invoicing (ZUGFeRD & DIN-5008 Compliant) DATEV export

Visit website paid €9.0 / Monthly (per User)

Money Guide Pro is a financial planning software solution.

Key Money Guide Pro features:

Customizable Plans Interactive Features Integration Capabilities Client Portal

Creditsafe offers solutions for online commercial credit information and reports.

Key Creditsafe features:

Comprehensive Coverage User-Friendly Interface Real-Time Updates Customizable Reports

SWELLEnterprise is a centralized hub for financial services that allow owners to deal with proper workflow management by organizing the basic tasks, such as projects, clients, invoices, proposals, emails, calendars, and a lot more for productive inv….

Key SWELLEnterprise features:

Comprehensive Feature Set Integrations User-Friendly Interface Scalability

Kofax ReadSoft Online - Accurately capture, extract and validate invoice data with a multi-tenant SaaS accounts payable solution in the cloud.

Key ReadSoft features:

Automation Efficiency Accuracy Integration Scalability

Logix Financial Planning is a business management platform that provides various enterprise solutions with broker-dealers, registered investment advisors, and other services.

Key Logix Financial Planning features:

Comprehensive Integration User-Friendly Interface Advanced Analytics

Connex offers web and audio conferencing solutions.

Key Connex features:

Customizability Integration Capabilities User-Friendly Interface Scalability

Free DPP generator for EU compliance. Create ESPR 2024/1781 Digital Product Passports in minutes — QR codes, JSON-LD, batch import. Track ESPR delegated acts timelines.

Key DPP-Tool features:

EU DPP Compliance Easy Digital Product Passport Creation Centralized Product Data Management QR Code and Data Sharing

freemium €9.0 / Monthly (Free plan + paid from 9 EUR/mo (Starter), 29 Pro, 99 Business)

Send digital checks for free.

Key CheckBook features:

User-Friendly Interface Affordable Pricing Versatile Features Sync Capabilities

CCH Intelliconnect is an efficient search engine that is providing you rich search results in real-time.

Key CCH Intelliconnect features:

Comprehensive Tax and Accounting Information Advanced Search Capabilities Customizable Interface Regular Updates

SAP stands for System Applications and Products in Data Processing. SAP is the market leader in ERP software and helps companies of all sizes. Read more.

Key SAP features:

Comprehensive Functionality Scalability Industry-Specific Solutions Integration Capabilities

Achieve more referrals, new clients, and nurture relationships through multi-channel, multi-touch marketing from Broadridge Advisor Solutions, offering the largest selection of financial advisor marketing to deliver your brand to more places for les….

Key Broadridge Advisor Portal features:

Comprehensive Features User-Friendly Interface Integration Capabilities Regular Updates