Finance & Accounting Deals for Startups

Brex

Brex is a financial technology company that provides businesses with an all-in-one platform for managing corporate expenses, credit, and financial workflows. It offers a range of solutions tailored to startups, enterprises, and growing companies, helping them streamline financial operations and optimize their cash flow. The platform's user-friendly interface and intuitive features make it easier for finance teams to track spending, issue cards to employees, and manage business finances from anywhere. Here are key features of Brex: Corporate Credit Cards: Provide employees with company credit cards that come with high credit limits and no personal guarantee required. Real-Time Expense Tracking: Track and categorize expenses in real-time for full visibility over company financial activities. Flexible Rewards Program: Earn points on purchases that can be redeemed for travel, discounts, and other benefits, tailored to business needs. Accounting Software Integration: Integrate seamlessly with popular accounting tools like QuickBooks, NetSuite, and Xero to sync financial data automatically. Expense Management Tools: Create budgets, set spending policies, and automate approvals to streamline business expense processes. Cash Management: Manage liquidity effectively and keep funds secure with tools designed to optimize cash flow and savings. Customizable Spending Controls: Set spending limits and approval workflows for departments and employees to ensure budget compliance. Automated Bookkeeping: Automatically generate reports and sync transaction data to accounting systems, making bookkeeping simpler.

Pennylane

Pennylane is an accounting and financial management solution designed for small and medium-sized businesses. It combines automated accounting tools with financial management functionalities, enabling users to track expenses, manage cash flow and generate real-time financial reports. With its intuitive interface, Pennylane facilitates collaboration between entrepreneurs and their accountants, making the financial management process more transparent and efficient. The platform also offers integrations with various management tools, simplifying workflow. By choosing Pennylane, businesses can optimize their accounting and make informed financial decisions. Pennylane is the first platform to combine production software for chartered accountants and financial management tools for their clients. The tool centralizes all company financial flows in real time, facilitating collaboration between managers and their chartered accountant. Managers make better decisions and simplify their management. Without leaving the platform, they can access all their reliable, up-to-date and actionable data, settle their purchases and manage their invoicing. Thanks to the platform's many automated functions, chartered accountants can devote more time to their advisory role, and save time entering and retrieving supporting documents. Launched in 2020, Pennylane already supports several hundred accounting firms and thousands of business leaders. As a manager/decision-maker in your company, you need to: Invoice and collect from your customers Centralize and pay your supplier invoices Manage your expenses, your cash flow and your business Your accountant needs: Centralize and categorize all these same flows Matching the right invoice to the right transaction Produce mandatory tax returns (VAT, balance sheet, etc.) Pennylane makes it easier than ever to manage your business and work with your accountant.

Cacheflow

Cacheflow is a comprehensive software platform designed to help e-commerce businesses and agencies manage their cash flow, payments, and subscription billing. It offers an easy-to-use interface that simplifies financial management by providing tools for automating recurring billing, invoicing, and payments, ensuring a smoother and more efficient financial process for businesses. Cacheflow is especially beneficial for businesses that rely on subscription models, offering features like automatic invoicing, payment reminders, and detailed reports to track revenue and outstanding payments. With integrated payment processing, businesses can accept payments in multiple currencies and manage all transactions in one place. Here are Cacheflow key features: Recurring Billing Automation: Automate subscription billing and invoicing for consistent, timely payments. Multi-Currency Support: Accept payments in multiple currencies, making it easier for international customers. Invoicing & Payment Reminders: Automatically send invoices and payment reminders to reduce late payments. Customizable Billing Cycles: Offer flexible billing cycles (weekly, monthly, yearly) to suit different business models. Integrated Payment Processing: Accept payments through a variety of payment gateways in one platform. Revenue Analytics & Reporting: Access detailed reports and analytics to track revenue, cash flow, and payment trends. Subscription Management: Easily manage customer subscriptions, renewals, and upgrades. Payment Reconciliation: Simplify the reconciliation process with automatic matching of payments and invoices. Customer Portal: Allow customers to manage their subscriptions, view invoices, and make payments via a self-service portal. Payment Tracking & Notifications: Keep track of payments and notify customers of upcoming charges or failed transactions. Integration with Accounting Tools: Seamlessly integrate with accounting software to ensure accurate financial records. Customizable Branding: Personalize invoices and billing pages with your business logo and design.

Ledgy

Ledgy is a stock and shareholding management platform that facilitates the monitoring of stock options and employee shareholding plans. It enables companies to efficiently manage the granting and exercising of options, while offering total transparency to employees on the value of their shares. Thanks to its intuitive interface, Ledgy simplifies the creation of financial reports and the communication of shareholder information. What's more, the solution is flexible and can be adapted to the specific needs of startups and growing companies. By integrating Ledgy, companies can strengthen the commitment of their teams while optimizing the management of their human capital. HR, compensation and benefits: Track grants, automate rights acquisition and exercise, and empower employees with their own dashboard Finance, legal and accounting: Constant updating of the capitalization table, investor relations, option assignment, and automated document signature Venture Capital & Business Angel: Manage multiple portfolios, create precise scenarios and output models, automate reporting All the features you need one platform Employee participation: Motivational dashboards with current and future assessments of their involvement in your company Modeling the heading table: Create precise financing cycle scenarios with liquidation preferences and waterfall analysis Investor Relations: Involve shareholders with transparent dashboards, shared key performance indicators, and automated reporting Document automation: Modeling with custom variables and eIDAS-compliant signatures, automatically attached to transactions

AirCFO

An accounting, finance, tax, and people ops platform for Series A+ startups

Crunchfirm

Full-stack Finance, Accounting, Tax & CFO Advisory

Rillet

Bookkeeping, invoicing, CFO advisory for SaaS companies

Grasshopper Bank

Grasshopper is a client-first digital bank built to serve the business and innovation economy, with an obsession for providing leading-edge technology, solutions-driven products and superior service through a combination of passionate people and digital resources. Our SBA Preferred Lender status, combined with a cutting-edge digital application, accelerates the funding process to help you achieve your funding goals sooner. Apply online in as little as 10 minutes from any device today!

Delve

Delve is an AI native compliance platform that helps companies get compliant fast and stay secure. Delve supports SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS, and more than 30 other frameworks. More than 1,000 of today’s fastest growing startups trust Delve as there compliance solution.

Expensify

Expensify is a business expense management solution designed to automate the process of submitting, approving, and reimbursing expense reports. With its receipt recognition technology, users can simply take a picture of their receipts, and Expensify automatically extracts key information to create expense reports. The platform also offers features for tracking company credit cards, integrating with accounting software, and managing expense policies, thus simplifying compliance. By providing detailed reports and automating workflows, Expensify helps businesses save time and improve transparency in expense management. By choosing Expensify, organizations can streamline their expense management processes and increase productivity. Expensify is a payments superapp that helps individuals and businesses around the world simplify the way they manage money. More than 10 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one app. All free. Whether you own a small business, manage a team, or close the books for your clients, Expensify makes it easy so you have more time to focus on what really matters. Expensify is a tool that tracks and manages expense reports and expenses automatically, for both businesses and individuals The main features of Expensify are: Automated Expense Tracking: Each employee can track their expenses, including when and why they were incurred. Receipt scanning: The smart scan feature allows receipts to be scanned by taking a simple photo of the physical receipt. Bank data import: The software allows importing personal and business transactions to automatically list them. Mileage tracking: The GPS tool allows you to track the kilometers driven, to transform them into mileage expenses.

Betterment at Work

Managing a 401(k) is challenging. Betterment at Work makes it simple for employers to offer a modern 401(k). From ongoing administrative support & investment management, tailored plan design and 150+ payroll integrations – we do the heavy lifting so you don’t have to.

Digits

Digits is an AI-powered accounting solution. Get real-time insights and audit-proof financials from the world’s most experienced bookkeeper.

Docsend

Docsend is a document sharing and management platform designed to improve the security and efficiency of file sharing. It allows users to control access to their documents by setting specific permissions and tracking recipient interactions in real-time. With detailed tracking features, users can gain valuable insights into how their documents are being viewed, which facilitates data-driven decision-making. Docsend also offers advanced customization options, allowing users to tailor documents to specific needs while ensuring a professional presentation. Its ease of use makes it an ideal tool for teams and professionals looking to optimize the sharing and management of sensitive content. Manage, share, and track your important files. Secure and easy: Securely manage your important files as easily as sharing a link. Goodbye attachments, hello links: Increase security, control file downloads, and turn off access anytime. Get instant, actionable feedback: Be prepared in advance for your next meeting with real-time document analytics. Latest version, always: Update a file even after hitting send. And everyone automatically has the latest version. How it works? DocSend simplifies secure document sharing, management, and tracking. Here's how: Upload and Protect Files: Upload crucial documents like contracts, pitch decks, and pricing sheets to DocSend. To ensure security, add password protection to prevent unauthorized access. Integrate with Popular Platforms: DocSend connects easily with Google Drive, Dropbox, Box, and OneDrive, allowing you to manage documents from different sources all in one place. Share via Secure Links: Instead of sending attachments, generate secure links to share your files. With Gmail and Outlook plugins, you can send these links directly from your email for more controlled access. Track Engagement: DocSend provides insights into who viewed your documents, how long they spent on each page, and which sections grabbed their attention, helping you prioritize follow-ups. Manage Access: You can create unique links for each recipient, allowing individual tracking. If needed, you can revoke access for specific users without affecting others. Share Multiple Documents with Spaces: The Spaces feature lets you upload and share multiple documents with a single link. This streamlines collaboration and gives you control over permissions and document versions. Simplify NDAs: DocSend's One-Click NDA feature eliminates the back-and-forth of signing confidentiality agreements, allowing recipients to sign and access documents in one simple step. Versatile Applications: DocSend is used for various purposes, including fundraising, investor relations, sales, training, and onboarding new employees.

Fondo

All-in-one accounting platform for startups. Get your books closed, taxes filed, and cash back from the IRS.

Inkle

All-in-one SaaS stack for founders to access affordable, quality, US-licensed Certified Public Accountant services.

Navan

Navan is an integrated platform designed to simplify and optimize business travel and expense management processes for companies. It provides businesses with a comprehensive solution that combines both travel booking and expense tracking into a seamless, all-in-one application. The platform aims to give companies greater visibility, potential savings, and enhanced control over travel and expenses, all while ensuring a user-friendly experience for employees and finance teams alike. Navan's Key Functions: Business Travel Management: Simplifies booking flights, accommodations, and transportation while ensuring compliance with company travel policies. Automated Expense Management: Automates expense categorization, reporting, and reimbursements, saving time and reducing errors. Policy Compliance: Flags non-compliant transactions automatically, ensuring adherence to company spending policies. Custom Reporting & Analytics: Provides detailed insights into travel and expense trends, helping businesses optimize costs. Seamless Integration: Integrates with ERP and accounting systems to streamline workflows and keep finance teams up to date. Cost Optimization: Uses AI-driven insights to recommend cost-saving travel and expense alternatives. Real-Time Expense Monitoring: Offers real-time visibility into spending, allowing companies to track expenses as they happen and make adjustments quickly. Travel Booking Flexibility: Provides flexible travel options for employees while staying within budgetary and policy constraints, ensuring convenience and cost savings. Mobile App: Enables employees to manage travel bookings and expenses on-the-go through an intuitive mobile app, enhancing user experience. Approval Workflow Automation: Streamlines approval processes by automating workflows for travel bookings and expense submissions, reducing manual intervention. Customizable Travel Policies: Allows businesses to set tailored travel policies and preferences based on their unique needs, ensuring consistent policy enforcement across the organization. Global Reach: Supports international travel, offering a wide range of booking options for businesses with global operations. Corporate Credit Card Integration: Integrates with corporate credit cards to automatically capture and categorize expenses, reducing manual entry. Sustainability Insights: Provides businesses with insights into their travel's carbon footprint, helping them make more sustainable travel choices. Multi-Currency Support: Supports expenses in multiple currencies, making it easier for businesses to manage global travel and expenses efficiently.

QuickBooks Online

Intuit QuickBooks is one of the most widely used accounting software solutions, designed primarily for small and medium-sized businesses. It helps businesses manage their finances efficiently by providing tools for bookkeeping, payroll, invoicing, expense tracking, and tax preparation. QuickBooks offers both cloud-based and desktop versions, allowing users to access their financial data from anywhere. Here are some key features of QuickBooks: User-Friendly Interface: Intuitive dashboard for easy navigation. Customizable reports and financial insights. Accounting and Bookkeeping: Tracks income and expenses automatically. Generates profit & loss statements and balance sheets. Automates transaction categorization. Invoicing and Payments: Creates professional invoices with branding. Accepts online payments via credit cards and bank transfers. Sends automatic payment reminders. Expense and Receipt Management: Connects with bank accounts and credit cards for automatic transaction updates. Uploads and categorizes receipts using OCR (Optical Character Recognition) technology. Payroll Management: Automates payroll processing, including tax calculations. Ensures compliance with federal and state tax regulations. Offers direct deposit and employee self-service portals. Tax Preparation and Compliance: Calculates sales tax automatically. Integrates with TurboTax for seamless tax filing. Generates W-2s, 1099s, and other tax forms. Inventory and Sales Tracking: Monitors stock levels and alerts users when inventory is low. Tracks sales and profitability per product or service. Integrates with e-commerce platforms like Shopify and Amazon. Multi-User and Cloud Access: Allows multiple users with different access levels. Cloud-based versions provide real-time data access from any device. Automatic data backup and security measures. Integrations and Add-Ons: Connects with third-party apps like PayPal, Stripe, and Square. Syncs with CRM, project management, and time-tracking tools. And here you can find all the QuickBooks Versions: QuickBooks Online: Cloud-based, ideal for businesses needing remote access. QuickBooks Desktop: Locally installed software with advanced features. QuickBooks entrepreneur: Tailored for freelancers and independent contractors. QuickBooks Enterprise: Designed for large businesses with complex financial needs.

Xero

Accounting software Money is the lifeblood of any business. That's why your start-up needs to manage its finances optimally to ensure the long-term future of your business. Xero is the perfect answer to this need, because this accounting tool has all the features you need to manage your cash flow and expenses. With its attractive, ergonomic dashboard, Xero lets you keep track of your startup's finances from day to day. From bank balances to invoices, everything is centralized in a single tool. This SaaS software integrates all the necessary functionalities, such as online payments, project tracking, payroll management, bank reconciliation, data capture and access to comprehensive, relevant reports. So you have everything you need to manage your business effectively. What's more, you're never alone with Xero, as the platform offers 24/7 online support. So, whatever your questions, you're sure to find an answer quickly and at any time. Many companies around the world place their trust in Xero's online solution. In fact, no fewer than 3.7 million users use this tool every day to manage their corporate finances. You can now benefit from Xero's advantages with our discount offer. It's the ideal way to discover the accounting solution at the best price. Photos and videos ▶ Play

Pilot

Pilot is a financial management and accounting platform designed to simplify business financial operations. It provides comprehensive services such as bookkeeping, payment management, tax preparation, and detailed financial reporting. Pilot enables businesses to centralize their financial activities, track transactions in real-time, and gain a clear overview of their financial health. With its intuitive interface and automation tools, Pilot streamlines collaboration between finance teams and reduces human errors. By combining accounting expertise with advanced technology, Pilot helps businesses efficiently manage their finances, optimize financial processes, and focus on growth. Bookkeeping with unmatched accuracy Run your business with a clear picture of your finances. With Pilot, you get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors. Personal, expert support Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up. Industry-specific reporting Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for ecommerce. Expertise in growing businesses With accrual basis bookkeeping and advanced financial CFO support when you need it, we're built to scale with you. Seamless tax service Stay compliant with Pilot Tax. Built on your books, we'll prepare and file your federal, state, and local income taxes, as well as your 1099s. Plus, get live reminders and status updates of your filings at your fingertips. R&D credit that saves you thousands Worth up to $250,000 per year, the R&D credit could save your business thousands. Claiming it can be complicated and tedious-but we make it simple. We assess your expenses to maximize your credit, prepare documentation to back up your claim with the IRS, and ensure it's applied correctly. Expert CFO services, customized for you Grow your business with the advanced finance support you need, when you need it. Our extensive CFO Services include annual budgeting, ongoing financial support, pitch assessment, fundraising strategy, and more.

Carta

Equity. Simplified. Carta is on a mission to create more owners, empowering individuals and businesses to take control of their equity. This comprehensive software solution streamlines cap table management, fund and SPV structures, and share plans across multiple countries, including the US, UK, and Europe. Carta simplifies complex equity-related tasks, offering a centralized system that maintains clean and accurate cap tables. This approach not only saves time but also minimizes errors when sharing information with potential investors or during fundraising rounds. The platform’s automated filings and 409A valuations for US employees further enhance its efficiency, reducing administrative burdens for businesses of all sizes. One of Carta’s standout features is its multi-currency support, enabling seamless operations across international borders. This global functionality is particularly valuable for companies with a diverse investor base or those expanding into new markets. Additionally, Carta provides direct investor access to accurate data, fostering transparency and trust between companies and their stakeholders. For startups and growing businesses, Carta offers invaluable tools to manage equity efficiently as they scale. The platform’s user-friendly interface and robust functionality make it an essential asset for financial teams, founders, and investors alike. By eliminating manual processes and providing real-time insights, Carta empowers you to make informed decisions about your equity structure and overall financial strategy. We recognize the immense value that Carta brings to the table, and we're excited to bring you access to premium deals on top-tier SaaS solutions like Carta. Become a part of the global network of entrepreneurs who are shaping the future of ownership and finance! Photos and videos ▶ Play

Accountalent

Tax and accounting solution for 5,000+ startups providing income tax compliance, R&D studies, bookkeeping, and other support services

Baremetrics

Baremetrics is an advanced analytics platform designed for subscription-based businesses to track, analyze, and optimize their revenue and customer data. It helps companies gain deep insights into key metrics like Monthly Recurring Revenue (MRR), Customer Lifetime Value (CLTV), churn rates, and more. With Baremetrics, businesses can visualize their financial health, monitor growth trends, and identify areas for improvement. The platform offers real-time reporting, customizable dashboards, and powerful forecasting tools, helping subscription-based companies make data-driven decisions. Here are key functions of Baremetrics: Revenue Metrics Tracking: Tracks key subscription metrics such as Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), and Customer Lifetime Value (CLTV) to help monitor financial performance. Churn Rate Analysis: Measures customer churn and retention rates to help businesses understand customer attrition and identify opportunities for improving customer retention. Customer Segmentation: Allows businesses to segment customers based on behavior and revenue, helping to tailor marketing efforts and improve targeting. Real-Time Reporting: Provides live dashboards and reports that display real-time insights into revenue, customers, and other vital business metrics. Forecasting and Growth Predictions: Uses historical data to project future revenue and growth trends, helping businesses plan ahead and make data-driven decisions. Customizable Dashboards: Offers customizable dashboards that can be tailored to display the most relevant metrics and KPIs for your business. Payment Gateway Integration: Integrates with popular payment processors like Stripe, PayPal, and Braintree, providing a unified view of financial and customer data. Dunning Management: Automates failed payment recovery and helps businesses manage subscription billing issues, reducing churn caused by payment failures. Customer Insights: Provides detailed insights into customer behavior, including acquisition trends, cohort analysis, and how customers interact with your subscription service. Revenue Retention and Growth Tracking: Measures revenue retention and growth, helping businesses track long-term financial success and identify areas for improvement. Automated Reports: Sends automated, customizable reports to stakeholders, ensuring that teams stay informed about key performance indicators. Subscription Metrics Benchmarking: Compares your business performance against industry standards, helping you gauge how your subscription model stacks up against competitors. Integrations with Popular Tools: Works seamlessly with other tools like Zapier, Slack, and QuickBooks to streamline workflows and integrate subscription data into your existing systems.

Burkland

Burkland is a full-service fractional CFO, Accountancy, Tax, and HR provider, serving more than 800 venture-backed startups across the United States. SaaS, Healthcare, Fintech, and Consumer startups rely on Burkland for smarter finance, accounting, People Operations, and tax guidance to grow with confidence, so they can focus on developing the product they’ve always dreamed of bringing to life. Burkland also has launched Burkland for Business, serving the needs of SMBs, with more information ava

CFO Advisors

CFO Advisors is a leading Fractional CFO provider, specializing in partnering with pre-seed to Series B startups.

Escalon Services

Escalon provides your company a one-stop shop for your business needs, including accounting, bookkeeping, taxes, insurance, and more!

Figure

Cap table management solution

Finmark

Financial modeling for runway, hiring, and cash

Finta

Automated bookkeeping, effortless tax filing, and real-time insights. Set up in 10 mins at www.finta.com!

Forecastr

Forecastr is a financial forecasting platform that helps businesses create budget projections and performance analyses. It allows users to model financial scenarios, analyze historical data, and visualize trends using interactive dashboards. Forecastr facilitates collaboration between financial and operational teams, enabling informed decision-making based on accurate data. The platform also integrates with various accounting and management tools, providing a comprehensive view of financial performance. In summary, Forecastr is a valuable solution for businesses looking to optimize their financial planning and improve decision-making. We're more than just forecasting software. Get a dedicated finance expert to help you make better decisions and consistently hit your growth targets. Impress investors and stakeholders with great financial forecasting reports and raise capital quickly. With Forecastr: Know your numbers: identify the metrics that matter most for your business. Track them with accuracy, forecast them into the future, and start making better decisions today. Hit your growth targets: set smart targets and track your performance against your projections in real time. Identify wins and losses and allocate your resources to get the most mileage out of your budget. Raise the capital you need: create a numerical narrative and impress investors with reporting and analysis. Conveniently share interactive links with investors and stakeholders. The budgeting & forecasting tools you need to succeed: Automated accounting integrations Analyze alternate scenarios Understand customer acquisition costs Create a strategic hiring plan Manage your cash runway in real time Share your financial models online

Graphite

The #1 Team Startups Rely On For Accounting & CFO. Born out of a VC fund, we are the startup accounting firm most founders & operators rely on for quality bookkeeping, Fractional CFO & tax.

Lazo

Lazo provides incorporation, tax, bookkeeping, and fundraising solutions for startups, powered by AI Agents and Human Experts.

Morgan Stanley

Equity management and company valuation

Puzzle

The AI-native accounting platform that helps founders automate their books, close instantly, and stay investor-ready. Puzzle integrates with Stripe Payments for easy accounting.

Retrievables

Find an attorney and get your invoices paid

SmartBiz Loans

SmartBiz is the leading AI-powered small business financing platform equipping entrepreneurs with access to the right capital at the right time. More than 230,000 entrepreneurs have utilized SmartBiz to access the funding they need to grow, with 60% of loans made to minority, women, or veteran-owned businesses. SmartBiz was named the Top Small Business Lending Platform by LendIt Fintech® in 2022 for excellence in keeping the economy running through successful loan performance, volume, growth, pr

Clemta

Clemta is a comprehensive digital platform that streamlines business formation and management, making it easier for entrepreneurs, startups, and enterprises to establish and operate their companies globally. The platform provides a seamless experience for company registration, legal compliance, tax filing, virtual office services, and banking solutions. With an intuitive interface and automated workflows, Clemta eliminates the complexities of bureaucracy, ensuring businesses remain compliant with local and international regulations. Whether launching a new venture or expanding operations, users can leverage Clemta's expertise and digital tools to manage administrative tasks efficiently. Here are key features of Clemta: Company Formation: Quick and hassle-free business registration in multiple jurisdictions. Legal Compliance: Ensures adherence to local and international regulations with automated compliance tracking. Tax & Accounting Services: Integrated tax filing, bookkeeping, and financial management tools. Virtual Office Solutions: Provides business addresses, mail handling, and communication support. Banking & Payments: Assists with opening business bank accounts and managing transactions. Document Management: Securely stores and organizes important business documents. Business Dashboard: A centralized platform for tracking company performance, finances, and legal status. Automated Workflows: Reduces paperwork and manual processes with digital solutions. Ongoing Support: Offers expert assistance and guidance for business operations. Global Expansion Assistance: Supports companies in scaling internationally with tailored solutions. EIN & Tax ID Registration: Helps businesses obtain necessary tax identification numbers efficiently. Registered Agent Services: Ensures compliance by providing a legal representative for official correspondence. Trademark Registration: Assists with protecting intellectual property and brand identity. Equity & Shareholder Management: Simplifies cap table management and share distribution. Contract & Legal Document Generation: Creates essential business agreements with customizable templates. Multi-Currency Transactions: Facilitates cross-border payments and currency exchange solutions. Funding & Investment Assistance: Connects businesses with potential investors and funding opportunities. HR & Payroll Management: Supports employee onboarding, payroll processing, and compliance. API & Integrations: Connects seamlessly with other business tools and financial software.

Doola

Doola is a business formation and financial services company that helps entrepreneurs worldwide start, manage, and grow their U.S.-based businesses. Whether you're an e-commerce seller, freelancer, startup founder, or international entrepreneur, doola provides the necessary tools to launch and sustain a compliant and fully operational business in the U.S. With a mission to democratize access to the U.S. financial system, doola simplifies the traditionally complex process of business registration, banking, compliance, and tax management - allowing entrepreneurs to focus on growing their ventures instead of navigating bureaucracy. Key Features & Services: U.S. Business Formation Services: LLC, C Corp, and DAO LLC Formation - Establish your company in all 50 U.S. states without needing to be physically present. State-Specific Registration - Choose the best state for incorporation based on tax benefits and business structure. EIN (Employer Identification Number) - Essential for hiring employees, paying taxes, and opening a U.S. business bank account. Operating Agreement & Articles of Organization - Critical legal documents provided for compliance and financial operations. Compliance & Legal Support: Registered Agent Service - Required by law in most states to receive official government correspondence. Annual State Filings & Renewals - Ensure your business remains in good standing with state requirements. U.S. Business Address & Mail Forwarding - Helps international entrepreneurs maintain a physical U.S. presence. Financial Services & Banking: U.S. Business Bank Account Setup - Get access to banking services even if you're an international founder. Virtual Business Debit Card - For seamless transactions, expense tracking, and business spending. Payment Processing Integration - Compatible with platforms like Stripe, PayPal, Shopify, and Amazon. Multi-Currency Transactions - Accept and send payments globally without restrictions. Bookkeeping & Tax Services: Automated Bookkeeping - Tracks income, expenses, and tax-deductible transactions. Sales Tax Compliance & Reseller Certificates - Ensures businesses meet tax obligations across different states. Annual Tax Filings - Preparation and submission of required IRS documents to avoid penalties. Payroll Services - Set up compliant payroll solutions for employees and contractors. Additional Business Tools & Support: Business Insurance Assistance - Guidance on obtaining liability insurance and coverage for your business. Grant & Funding Assistance - Helps startups and small businesses apply for funding opportunities. Personalized Business Consultation - Expert advice on business structure, legal compliance, and financial planning. Access to U.S. Venture Capital Network - Connect with potential investors and funding sources.

Mantle

Next-level cap table management + 409As

Qonto

Qonto is a financial management platform dedicated to businesses and professionals, offering simplified banking and expense management solutions. It enables users to manage their business bank accounts, make payments, and track transactions in real time from a user-friendly interface. Qonto also offers features for managing payment cards, tracking expenses, and creating detailed financial reports. The platform facilitates integration with accounting and management tools to automate administrative processes and improve financial visibility. With solutions tailored to the needs of businesses, Qonto helps professionals optimize the management of their finances and save time in their financial operations. With an innovative product, ultra-responsive 24/7 customer service, and transparent pricing, Qonto has become the European leader in its category and already supports 450,000 entrepreneurs.  Manage all your day-to-day banking from your business account: French IBAN Payment cards: Spend up to €200,000 per month with our Mastercard Business cards. No hidden fees. Whether it's for your online or in-store purchases, in France or abroad, our free or premium cards meet all your needs. Credit transfers: Pay in 10 seconds flat with free SEPA Instant Credit Transfers and boost your international business with SWIFT Credit Transfers, available in more than 25 currencies. Transactions: Gain visibility with an unlimited history of your transactions updated in real time. Financing: access our partner financing offers to develop your professional project and receive the funds directly into your business account. Cheques: deposit your cheques by post and receive your money in your business account within 7 to 15 working days, depending on the amount. Benefit from Tools integrated into your business account to boost your business. 100% line. In the same place. Whether you are entrepreneur(e) or at the head of a team: Invoicing: Manage your quotes and invoices for customers and suppliers, in one place. Anticipate the transition to mandatory electronic invoicing with our tool that is 100% compliant with the reform as soon as it is applied. Expense management: Stay on top of your team spending. Customize payment limits and Categories of authorized expenses and then validate your employees' requests in real time and in a few clicks. Accounting: connect your account to +80 partner tools and simplify collaboration with your accountant by giving them dedicated access to retrieve receipts in total autonomy.

Founderpath

Founderpath is where bootstrapped SaaS founders come to turn MRR into upfront cash. The company's platform offers collateral-free loans and equity-free short-term funding, enabling clients to launch their business without losing their stake.

AngelList Stack

AngelList is the parent company of AngelList Venture, AngelList Talent, and Product Hunt. We have more than 20 unicorns in the portfolio, we've supported millions of job-seekers in their search, and we've helped makers launch over 100,000 products that will define the future of tech. We champion startups and the people who empower them, and we can't wait to share what we're building next.

Bean Ninjas

We help 6 and 7 figure eCom brands crush their numbers without the headache of bookkeeping

Bookkeeper360

Bookkeeper360 is a 100% US-Based team that specializes in accounting, advisory, payroll, and tax compliance for startups and established businesses.

Dext

Dext is an AI-powered accounting automation platform that helps businesses, accountants, and finance teams automatically digitize, extract, and organize their accounting documents (invoices, receipts, expense reports, bank statements) without manual entry. Using its mobile, email, and upload capture tools, Dext reads key data with high accuracy, categorizes it, and syncs it directly with your accounting software, reducing errors and freeing up time to focus on growing your business. The platform also facilitates expense management, quote and invoice creation, expense report tracking, and collaboration with your employees and accountant. Compatible with many accounting tools, Dext centralizes and securely stores your documents, while improving visibility into your financial activity and simplifying your day-to-day accounting tasks. Say goodbye to administrative headaches: Let their AI automatically classify and organize all your receipts. Choose the delivery method that makes your life easier (mobile app, email, connectors, etc.) to centralize your documents and communicate more effectively with your accountant. Automate all accounting processes: Rely on the most accurate AI on the market to automate your company's accounting. Dext reconciles your bank data with your invoices to easily identify missing documents to be submitted and late payments. Simplify the creation of your invoices in full compliance: Create your quotes and invoices in just a few clicks, online or on your mobile device. Dext centralizes your documents, automates sending, and ensures full compliance with current requirements and future electronic invoicing reforms. Stop chasing receipts for expense report management: Optimize the management and tracking of your company's expenses wherever you are, whether in the office or on the go. Work more efficiently, either on your own or with your employees and accountant, to stay calm and manage your business effectively. Store and easily access your archives with Dext: Simply archive your invoices, receipts, statements, and other supporting documents for 10 years in a 100% secure space. Find your documents in an instant with our various advanced search tools (by keyword or specific criteria).

EcomCFO

EcomCFO provides outsourced CFO, accounting, and financial operations to ecommerce brand and online retailers.

Expensya

Expensya is an expense management solution that simplifies the process of tracking, validating and reimbursing business expenses. Thanks to automatic receipt recognition technology (OCR+), users can easily scan their receipts and record their expenses in just a few clicks. The platform also automates validation workflows, enabling fast, compliant expense management, while offering integrations with accounting and ERP software. Expensya offers detailed reporting to track expenses in real time and ensure greater cost visibility. By adopting Expensya, companies can reduce the time spent managing expense reports and improve their financial control. A solution for every company Entrepreneurs and very small businesses Are you a small business looking to automate the creation and submission of your own or your team's expenses? Expensya has designed a solution tailored to the needs of freelancers and small businesses, so you can devote your time to your core business. Startups and SMEs Are you a fast-growing company looking to optimize your expense management? Expensya can support you every step of the way: defining budgets, creating payment cards for your teams, controlling and tracking expenses in real time, integrating with your ecosystem. Large companies and multinationals Are you a large company with complex processes? Expensya simplifies them, without compromising on security. Allocating budgets, creating payment cards, collecting receipts, integrating accounting: our all-in-one platform saves you time and money. Stay in control at every stage of your business expenses Custom map settings Multi-budget management Expense validation workflow Automated accounting integration Expensya takes 360° charge of your business expenses Expense reports Your travel expenses are easily managed: restaurant invitations, plane tickets, hotel reservations, Uber, and much more. Overheads Expensya can help you manage the small expenses of day-to-day business: administrative costs, office management, etc. Online spending Telephone bills, recurring online purchases, software subscriptions: Expensya helps you retrieve and enter invoices. Packages Expensya also adapts to companies that apply flat-rate expenses or Per Diem with dedicated functionality. Mission orders Business travel means travel, and also pre-travel: with the management of mission orders and advances, Expensya has everything covered. Mileage expenses Kilometric allowances are automatically calculated and the scales are always up to date, even for bicycles.

Fairmint

A stakeholder backend to run and manage Rolling SAFE offerings

IP Copilot

IP Copilot automatically discovers and helps protect your company’s intellectual property—patents, trade secrets, and more—by integrating directly with tools engineers already use, like Slack, Jira, and GitHub. No extra work for engineers, just stronger IP protection and increased company value. Trusted by startups, leading companies, and law firms.

Kruze Consulting

Kruze Consulting is a leading provider of accounting, finance, HR, and tax consulting to over 700 venture capital-funded startups. Kruze's clients have raised over $6 billion dollars in financing, and the Kruze team takes pride in setting up systems and producing data that prepare startups to successfully navigate venture capital due diligence.

LedgerGurus

LedgerGurus is an ecommerce-focused accounting firm that gives entrepreneurs the financial clarity they need to make confident business decisions. We specialize specifically in multi-channel ecommerce - from Shopify and Amazon to wholesale operations - with deep expertise in inventory, COGS, sales tax, and profit-focused financial insights.

Manay CPA

Full-service CPA company providing financial and tax advice while offering a global investment network

myStartUpCFO

We offer a full-stack CFO office to startups on a fully flexible basis

NeoTax

Tax credits for startups and small businesses

Pulley

Pulley simplifies the complex process of managing your cap table and equity so you can get back to building sooner, a comprehensive solution that helps startups like yourselves manage all of your equity needs end-to-end. Join the 2,000+ companies in getting more from your equity with Pulley today.

Qapita

A single platform serving Companies & Funds. Equity Management and Fund Management addressing all the ‘owner’ stakeholders’ needs.

QuickBooks Payroll

QuickBooks is a top rated accounting software for small businesses. Easily track income, expenses, and more with accounting software designed for all kinds of businesses.

QuickBooks Time

QuickBooks is a top rated accounting software for small businesses. Easily track income, expenses, and more with accounting software designed for all kinds of businesses.

RocketChart

Rocket Chart is dedicated cash management software designed to simplify the monitoring and forecasting of corporate cash flows. The platform enables users to quickly visualize the state of their finances, thanks to intuitive dashboards and dynamic charts. Users can connect their bank accounts for real-time monitoring, automate data import, and create customized forecasting scenarios to anticipate cash flow requirements. With its centralized management functions and collaboration tools, Rocket Chart helps finance teams optimize their decision-making. By providing complete visibility of cash inflows and outflows, it enables companies to better manage their cash flow, quickly identify areas of risk and efficiently plan future investments. Cash flow software for managers of companies with fewer than 50 employees: Automate your cash flow forecasts and make the right decisions Make the right decisions with reliable, automated cash flow forecasts: Are you anticipating a cash shortfall in the near future? Make the right decision, at the right time, thanks to precise projections. Identify your best development opportunities with forecast scenarios: Discover the opportunities hidden in your cash flow to develop your business. Too much cash? Simulate investment hypotheses! Manage your cash flow in real time with reliable forecasts and clear reporting: Connect your bank accounts to manage your cash flow in real time. Save time with automated, real-time cash monitoring Connect all your bank accounts to synchronize your cash receipts and disbursements in real time View your consolidated cash position and details by bank account Keep track of your day-to-day cash flow with a clear, personalized interface Gain visibility with reliable cash flow forecasts: Easily draw up your 3-, 6- or 12-year cash flow budget months for long-term planning Aggregate data from your ERP or billing software in real time Create precise cash flow forecasts for the coming weeks Make the right decisions with predictive scenarios: Simulate your business hypotheses in different scenarios Compare your scenarios and measure the financial impact to choose the right strategy Change your assumptions: loans, recruitment, late payments, investments, and anticipate the impact on your cash flow. Optimize your costs with precise cost control: Define your own categories and sub-categories Categorize your transactions automatically with our algorithm Quickly identify your costs, eliminate unnecessary expenses and optimize your budgets to increase your profitability. Reduce your business expenses Integrate your billing tools, ERP and accounting software: Synchronize your invoices with RocketChart in real time to automatically generate your cash flow forecast and automate bank/invoice reconciliation.

Streamlined

Intelligent invoicing built for modern businesses

Velo CFO

Velo CFO provides elite fractional CFO and accounting services for high-growth AI and tech startups. Built by finance veterans with industry-leading experience with companies like Cursor, Stripe, Ramp, Anduril, and more, we deliver the strategic velocity and "unreasonable hospitality" needed to scale rapidly and win.

Visible

Visible provides tools for startups to easily update investors, track KPI's, and manage a fundraise - all in one place.

Zamp

Spend minutes—not hours—on sales tax each month with Zamp’s fully managed solution. Trusted partner for hundreds of e-commerce and SaaS companies.

Tide

Tide is an innovative financial management platform designed for professionals, offering an easy-to-open online business account with no monthly subscription fees, a free Mastercard, SEPA payments, Apple Pay and Google Pay, and deposit protection up to €100,000. It allows freelancers, micro-businesses, and small businesses to send and receive payments, track their cash flow in real time, automate their transfers and direct debits, and manage their expenses directly from the mobile or web app. The platform also includes billing tools, automatic transaction categorization, and financial analysis features, simplifying accounting and tracking of daily activities without the need for external software. Tide also provides access to financing and business credit solutions, with personalized offers to support your business's growth and optimize your overall financial management. Send and receive payments: Send, receive, and schedule one-time or recurring transfers in the United States and Europe. Automate your regular payments such as subscriptions or supplier invoices. Pay by card or withdraw cash: Use your free Mastercard for your business purchases anywhere. Need cash? Withdraw at any time from ATMs. Pay with your phone: Add your Tide card to Apple Pay or Google Pay, or use your virtual card to pay for your purchases with ease. Real-time tracking: Receive instant notifications for every payment sent or received, so you can stay on top of your cash flow. The Tide Virtual Card is finally available: No need to wait for your physical card to start managing your spending. The Tide virtual card is available free of charge as soon as you open your account. It allows you to pay online or in-store securely from the app. Activated immediately in the Tide app. Compatible with Apple Pay and Google Pay. Replaceable at any time, in one simple step. It's the ideal solution for staying agile, protected, and always ready to move forward. Customer service you can count on: At Tide, your success is their priority, and to that end, they provide you with access to their customer service directly from the app. Who is Tide for? Tide offers a platform with financing and management solutions for professionals operating under the following statuses: Self-employed entrepreneurs. Micro-enterprises, freelancers, consultants, and self-employed artisans . Single-member companies. For managers of EURLs or SASUs who are sole proprietors with a company that has a separate legal personality. Established designers and companies. Whether you're starting your business or managing an existing one, Tide adapts to your needs as you grow. Are you eligible for a Tide business account? To apply for a business account with Tide, the entire process can be completed in a few minutes via the app. To do so, you must: Be over 18 years old Havea business registered in France and a SIREN number (under one of the following legal statuses: EI, ME, SASU, EURL) Have a valid form of identificat

Dougs

An online accountant for better management and more efficiency. Dougs' online accountants allow you to obtain a constantly updated overview of your company's accounts, which is crucial for making informed financial decisions. With this platform, you no longer have to spend hours manually tracking your income, expenses, and tax obligations. Instead, you can access real-time figures with direct synchronization with your bank, providing you with an accurate snapshot of your financial health. In addition to the convenience and time-saving benefits, Dougs offers advanced forecasting capabilities. You can easily predict your future charges, contributions, and VAT, giving you valuable insights into your cash flow. Whether you're planning for upcoming expenses or determining the feasibility of new business initiatives, this feature empowers you to make proactive and strategic financial decisions. Furthermore, Dougs not only simplifies your accounting processes but also helps you improve your overall financial management. By having a clear understanding of your company's financial situation, you can identify areas for cost-saving and optimize your cash flow. With better financial control, you can plan for growth, invest strategically, and ensure the long-term sustainability of your business. If you're looking for a comprehensive and user-friendly accounting solution that saves you time, streamlines your financial management, and helps you make smarter decisions, Dougs is the perfect choice.

CleerTax

Accurate, affordable, and efficient bookkeeping and tax services to help entrepreneurs

Entendre Finance

Accounting intelligence for Digital Assets. Automate your crypto finance back office and financial reporting.

Finaloop

Real-time bookkeeping and taxes for ecommerce brands

Kyshi

Kyshi provides Global companies with Cross-Border payment and Merchant-of-Record services across Africa offering payments in African local currencies.

Boast

Easily capture more of your eligible R&D tax credits with Boast’s scalable, intelligent software and expert services.

Capchase

Capchase provides upfront access to your revenue to fund your growth. You can convert up to 60% of your annual recurring revenue in flexible funding that works like a line of credit. All without the need to take on debt or dilute your equity.

Funding Circle

Global marketplace for small business financing that has helped over 130,000 businesses access more than $19 billion.

Gelt

Gelt is a tech-enabled tax company providing high-end tax strategy and compliance solutions, powered by technology, for HNWI, businesses, and investors.

Indinero

Indinero offers comprehensive financial, tax, and accounting services for businesses.

Mint Credits

Mint Credits specializes in helping tech companies claim federal R&D tax credits with zero upfront risk. Our CPA-powered team handles everything end-to-end, from qualification through IRS filing. Eligible startups receive priority onboarding, white-glove service, and a complimentary 10% discount on our services.

NorthOne

Discover how simple business banking can be with NorthOne. With powerful financial tools delivered straight to your phone, you can make payments, budget for expenses, and keep tabs on your cash flow from anywhere. Whether you're at home or on the go, everything you need to manage your business finances is at your fingertips. Over 320,000 American businesses trust NorthOne to simplify their business finances. Open an FDIC-insured account in as little as 3 minutes and get back to doing what you lo

Positon AI

Positon AI's platform empowers startups, offering a unique opportunity to join a dynamic business network, maintain an investment-ready data room, manage cap tables with AI, and drive bi-directional VC engagement.

VPTax

We use proprietary software, streamlined processes, and experienced people to get and keep corporate tax concerns as far away from your executive team as possible

Zoho Books

Zoho Books is a comprehensive online accounting software designed for small French businesses. It automates invoice issuing, expense tracking, tax management and inventory control. Accessible in the cloud, its native integrations (banks, online payments) and customer portal facilitate collaboration. With tiered packages that avoid frequent price hikes, Zoho Books provides mobile and desktop applications, automated workflows and professional templates to keep your accounts accurate and accessible anywhere. Collaboration tools, report scheduling and compliance features enable teams, accountants and business leaders to make informed decisions and grow with confidence. Here are the main features of Zoho Books : Simple: No crash courses. No accounting for dummies. Set up Zoho Books in minutes and start managing your finances instantly. If you get stuck, our support team and resources can get you out. Full accounting : From contract negotiation to sales orders and invoicing, Zoho Books handles all your day-to-day accounting tasks, so you can concentrate on your core business. Scalable: As you grow, so must your accounting software. Zoho Books chases thousands of payments for you with automated payment reminders. Our multi-currency billing and banking system speeds up international sales. Customizable: Never be afraid to do more with your accounting software. Zoho Books automates your company's workflows and lets you create a new set of features to cover the most unique business use cases. Collaborative: Time is money. Save both with Zoho Books. Our integrations make interdepartmental communication faster and more cost-effective to help you serve your customers better. You can even collaborate with customers via our Customer Portal to speed up your transaction cycle. Secure: Stay in touch with your finances with data in the cloud. Zoho Books keeps your financial data secure with 256-bit SSL encryption, two-factor authentication, regular intrusion/virus detection and preventive scans.

Tiime

Tiime is online software, accessible via the web and mobile devices, which combines invoicing, accounting, cash flow management, and expense tracking for entrepreneurs, freelancers, microbusinesses, and small businesses. With Tiime, you can create and send compliant quotes and invoices in just a few clicks, track your payments, automate reminders, and centralize your receipts, all while simplifying payments. Its flexible and modular interface makes it an ideal all-in-one tool for managing all your accounting and administrative tasks, from the creation to the growth of your business. Key features : Simplified invoicing and quotes: create and send compliant quotes and invoices in just a few clicks, manage automatic reminders, and track payments. Automated accounting: automatic recording of expenses and income, categorization of transactions, and real-time cash flow monitoring. Document management: centralization of receipts, expense reports, and accounting documents for simplified tracking and compliance with legal requirements. Integrated payments: connect to a business account to facilitate online payments and collections. Benefits and flexibility: Modular interface: tailored to the specific needs of each user, whether an entrepreneur a small business. Time savings and productivity: automation of repetitive tasks and centralization of information for simplified management. Legal compliance: monitoring of legal obligations, particularly with regard to electronic invoicing. Support and security: Responsive customer support: assistance via chat, email, or phone to support users every step of the way. Data security: automatic backup and protection of sensitive information to ensure confidentiality and compliance with GDPR standards.

Attivo

Attivo provides strategic accounting and CFO services built for startup scale.  We partner with founders to design finance operations that support growth, fundraising, and long-term execution.

Clear Haven

Clear Haven provides investment advisory services in fixed income products. Clear Haven Ultra Short Investment Grade Bond Fund, LP provides access to short duration, investment grade assets focused on minimal marktomarket volatility, high liquidity, and attractive current yield.

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Nasdaq Private Market

Save legal costs and time spent on share transfers by streamlining the process through NPM’s platform and support team.

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Pepit

Pepit is a 100% online accounting firm that provides entrepreneurs with comprehensive, paperless accounting management. Using powerful digital tools, Pepit allows users to edit quotes and invoices, track activity in real time, automate tax returns (VAT, balance sheets, tax returns, etc.), and manage payroll and social security obligations. Flexible and accessible regardless of the status of your business (sole proprietor, small business, e-commerce, craftsman, independent professional, etc.), Pepit offers personalized support with no strings attached, ideal for freeing you from administrative constraints so you can focus on your business. Main features : Automated accounting management: Pepit automatically records, classifies, and synchronizes financial transactions to reduce errors and streamline accounting processes. Editing professional documents: create quotes, invoices, expense reports, or administrative documents in just a few clicks. Real-time activity monitoring: clear dashboards, customizable indicators, and instant analyses to effectively manage company performance. Automated tax returns and legal obligations: simplified generation and transmission of returns (VAT, balance sheets, tax returns, etc.). Human resources management: integrated tools for creating payroll records, managing employees, and administrative tracking. High flexibility of use: Suitable for all statuses: self-employed entrepreneurs, microbusinesses, SMEs, artisans, independent professionals, and e-merchants can configure the tool according to their actual needs. Compatible with several third-party solutions: thanks to seamless integrations, Pepit fits easily into the company's digital ecosystem. Clear and accessible interface: no technical prerequisites are necessary, making it an ideal tool for both novice users and experienced professionals. The advantages of Pepit software: Significant time savings thanks to the automation of repetitive tasks. discount risk of accounting errors through centralization and synchronization of data. Comprehensive, real-time overview of the company, facilitating decision-making. A flexible tool that evolves with the user's needs. A comprehensive and reliable solution designed to provide long-term support to entrepreneurs in their day-to-day management.

Routable

Bill payments and invoicing

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Swapn

Swapn is a comprehensive software solution that facilitates both business creation and accounting management thanks to a simple, modern interface designed for entrepreneurs. Its flexibility allows you to centralize all essential tasks, such as legal formalities, invoicing, cash flow monitoring, and accounting automation, within a single intuitive platform. By offering personalized support and tools that are accessible even without technical expertise, Swapn helps professionals save time and optimize their daily organization. Key features of Swapn: Simplified business creation: Swapn takes care of every step of the business creation process, from drafting the articles of association to filing with the registry and registration, allowing entrepreneurs to start their business quickly and with peace of mind. Automated accounting management: the software offers comprehensive tracking of invoices, VAT, cash flow, and balance sheets, with automated tools that simplify bookkeeping and reduce the risk of errors. Personalized support: users benefit from dedicated support and tailored advice at every stage, helping them make the right decisions and comply with all legal requirements. Flexibility and accessibility: Swapn's interface is designed to be intuitive and responsive, allowing you to manage your business from a computer, tablet, or smartphone at any time. Organization and monitoring tools: clear dashboards and detailed statistics allow you to monitor cash flow, pending invoices, and overall company performance in real time. Benefits for users : Considerable time savings: all administrative and accounting procedures are centralized on a single platform, avoiding the time wasted on manual management. Ease of use: even without specific accounting or legal knowledge, users can easily manage their business thanks to guided and automated processes. Security and compliance: Swapn ensures that all legal and tax procedures comply with current regulations, thereby reducing the risk of errors or delays. Organizational optimization: thanks to analysis tools and customizable dashboards, entrepreneurs can plan and manage their business efficiently and proactively. Why choose Swapn? Swapn stands out for its ability to combine all the features essential to running a business in a single platform. Entrepreneurs can focus on growing their business without being held back by administrative and accounting constraints. Swapn's flexibility, intuitive interface, and personalized support make it a reliable and powerful tool for any business looking to optimize its organization and increase productivity.

Vestwell

Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.