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description: Page 3 - Discover the best Actuarial Software for your organisation. Compare top Actuarial Software tools with customer reviews, pricing and free demos.
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title: Page 3 - Best Actuarial Software - 2026 Reviews, Pricing & Demos
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# Actuarial Software

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## Products

1. [Pixie](https://www.softwareadvice.co.uk/software/365074/pixie) — 4.8/5 (32 reviews) — Pixie is a practice management software that helps you get your accounting or bookkeeping practice running like clock...
2. [ApprovalMax](https://www.softwareadvice.co.uk/software/195286/approvalmax) — 4.7/5 (29 reviews) — ApprovalMax is an award-winning B2B software platform used by businesses around the world to build robust financial c...
3. [Envoice](https://www.softwareadvice.co.uk/software/214717/envoice) — 4.7/5 (27 reviews) — Envoice is an expense reporting and purchase management platform for small and medium-sized businesses, accountants a...
4. [Biller Genie](https://www.softwareadvice.co.uk/software/60194/biller-genie) — 4.8/5 (26 reviews) — Biller Genie is a cloud-based account receivable automation and e-invoicing solution that helps businesses streamline...
5. [MyDocSafe](https://www.softwareadvice.co.uk/software/166915/mydocsafe) — 3.8/5 (26 reviews) — MyDocSafe is a content management suite that includes electronic signatures, workflow automation, document management...
6. [Fathom](https://www.softwareadvice.co.uk/software/456607/Fathom) — 4.8/5 (26 reviews) — Fathom is a powerful financial analysis, reporting, and forecasting platform that helps businesses, accountants, and ...
7. [Doc.It Suite](https://www.softwareadvice.co.uk/software/32384/doc-it) — 4.0/5 (24 reviews) — Since 2001, Doc.It Suite, a document management platform, has been available to accounting and tax professionals. Doc...
8. [Contentverse](https://www.softwareadvice.co.uk/software/357028/contentverse) — 4.1/5 (19 reviews) — Contentverse is document management for every department in every industry. It's a blank slate for your team to recre...
9. [BlackLine](https://www.softwareadvice.co.uk/software/50873/blackline-inc) — 4.3/5 (19 reviews) — Blackline is a cloud-based solution, which assists medium to large-sized businesses with account reconciliation, tran...
10. [TeamSystem Enterprise](https://www.softwareadvice.co.uk/software/388434/teamsystem-enterprise-cloud) — 3.5/5 (15 reviews) — TeamSystem Enterprise is an enterprise resource planning solution that assists small to midsize businesses with sales...
11. [Pennylane](https://www.softwareadvice.co.uk/software/260187/pennylane) — 4.2/5 (14 reviews) — Pennylane: The all-in-one financial platform Designed for business owners, finance teams, and accountants in France, ...
12. [Indy](https://www.softwareadvice.co.uk/software/289524/indy) — 4.8/5 (14 reviews) — Indy simplifies freelancers day-to-day with its all-in-one app, allowing them to manage their finances, invoice clien...
13. [HighRadius Accounts Receivable](https://www.softwareadvice.co.uk/software/263629/highradius) — 4.4/5 (13 reviews) — HighRadius provides a single Agentic AI platform for the Office of the CFO. It integrates 180+ agents that orchestrat...
14. [TaxFlow](https://www.softwareadvice.co.uk/software/262445/taxflow) — 4.9/5 (13 reviews) — Looking to replace spreadsheets for managing tax work, but don’t require the complexity of full-scale practice manage...
15. [Docusoft CloudFiler](https://www.softwareadvice.co.uk/software/362624/docusoft-cloudfiler) — 4.7/5 (12 reviews) — Docusoft CloudFiler is built for businesses that need to manage their contact/client data and documents. Docusoft hav...
16. [8am CPACharge](https://www.softwareadvice.co.uk/software/520479/CPACharge) — 4.7/5 (12 reviews) — CPACharge is a payment processing platform designed for accounting professionals and CPA firms. It supports credit ca...
17. [Countable](https://www.softwareadvice.co.uk/software/115836/countable) — 4.7/5 (10 reviews) — Countable helps you free up your most valuable commodity: Time. A simple end-to-end online platform, Countable lets a...
18. [CA Office Automation](https://www.softwareadvice.co.uk/software/217732/ca-office-automation) — 3.7/5 (10 reviews) — CA Office Automation is a leading ERP software for CPA \& Accounting firms. to drive operational efficiency with a...
19. [Clay](https://www.softwareadvice.co.uk/software/377265/clay) — 4.7/5 (10 reviews) — Clay is a financial and accounting platform designed to automate financial management and bank reconciliation process...
20. [CCH iFirm](https://www.softwareadvice.co.uk/software/207715/cch-ifirm) — 4.0/5 (9 reviews) — CCH iFirm is an integrated suite of software that provides all the required tools to run an efficient and profitable ...
21. [AFAS Software](https://www.softwareadvice.co.uk/software/306016/afas-software) — 4.2/5 (9 reviews) — Designed for businesses in accounting, education, construction and other industries, AFAS Software is a cloud-based e...
22. [Capium](https://www.softwareadvice.co.uk/software/431196/capium) — 5.0/5 (8 reviews) — Capium revolutionizes tax compliance with its cloud-based accounting software, offering seamless data entry and corpo...
23. [Avise](https://www.softwareadvice.co.uk/software/412587/avise) — 4.7/5 (7 reviews) — Avise is Close \& Project management software for accounting firms that provides automation, collaboration, and ce...
24. [IRIS Accountancy Suite](https://www.softwareadvice.co.uk/software/341110/iris-accountancy-suite) — 4.6/5 (7 reviews) — IRIS Accountancy Suite helps manage complex accounting and tax tasks for accountancy practices of all sizes. Whether ...
25. [Leapfin](https://www.softwareadvice.co.uk/software/367773/leapfin) — 4.3/5 (6 reviews) — Teams from rising digital firms' finance, accounting, and business systems struggle to combine high volume payment, o...

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## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software)
- [Expense Report Software](https://www.softwareadvice.co.uk/directory/427/expense-management/software)
- [Tax Practice Management Software](https://www.softwareadvice.co.uk/directory/4237/tax-practice-management/software)
- [Collaboration Software](https://www.softwareadvice.co.uk/directory/4138/collaboration/software)
- [Accounting Software](https://www.softwareadvice.co.uk/directory/4220/accounting/software)

## Links

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- [All Categories](https://www.softwareadvice.co.uk/directory)

-----

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It enables staff members to send out invoices via email or paper mail, deliver reminders and follow up messages based on a custom schedule, accept payments online via credit card, ACH, and Apple Pay, and reconcile payments into accounting tools.\n\n\nKey features of Biller Genie include accounting software integration, invoices sharing with customers via email,  integrated credit card processing, payments reconciliation into accounting solutions, recurring billing, automatic payments, credit card storage, bulk payments, branded customer portal, custom invoice templates, branded letterheads, personalized messaging options, credit card fees processing, payment plans administration, late fees implementation, and dedicated product support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8b3d2ec5-5ee3-413d-89a1-a0e20ebda725.png","url":"https://www.softwareadvice.co.uk/software/60194/biller-genie","@type":"ListItem"},{"name":"MyDocSafe","position":5,"description":"MyDocSafe is a content management suite that includes electronic signatures, workflow automation, document management, payment setup and client portals. The solution helps users create and send proposal letters, electronically sign contracts, automate KYC/AML checks and deploy and monitor onboarding workflows.\n\n\nMyDocSafe provides a free storage account for users to store confidential documents and letters in an encrypted format. Security features include e-signatures with SMS verification and facial recognition. The suite also includes MyDocForms, a document management application that allows users to design and deploy electronic forms.\n\n\nIntegrations include Dropbox, so users can import and export documents, as well as Stripe, to collect credit-card payments when onboarding clients. Pricing is per month. Support is offered via email and a knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a56f2f65-0ed5-41ba-a18d-ccf30df58be2.png","url":"https://www.softwareadvice.co.uk/software/166915/mydocsafe","@type":"ListItem"},{"name":"Fathom","position":6,"description":"Fathom is a powerful financial analysis, reporting, and forecasting platform that helps businesses, accountants, and advisors make better financial decisions. Designed with ease of use in mind, Fathom transforms complex financial data into insightful, visually engaging reports, empowering users to track performance, plan for the future, and deliver professional financial presentations.\n\nFinancial Analysis: Fathom makes it easy to understand financial performance by offering deep insights into profitability, cash flow, and growth. With pre-built financial KPIs, businesses can track key metrics and even customize their own to reflect unique performance goals. Users can also monitor non-financial data to gain a more complete picture of business health.\n\nManagement Reporting: Fathom’s reporting tools allow users to create professional, presentation-ready reports effortlessly. The flexible report editor makes it easy to add charts, tables, financial statements, and commentary, ensuring reports are clear and engaging. Users can also automate report generation and schedule deliveries to stakeholders.\n\nCash Flow Forecasting: Gain confidence in your financial future with Fathom’s three-way forecasting capabilities. Fathom enables users to generate precise forecasts across the Profit & Loss, Balance Sheet, and Cash Flow statements. Driver-based forecasting and scenario modelling allow businesses to assess the financial impact of different strategies, helping to plan for multiple outcomes.\n\nConsolidated Reporting: For businesses with multiple entities, Fathom simplifies financial consolidation. It handles multi-company reporting with features such as intercompany eliminations, multi-currency consolidation, and group financial statements. Customisable charts of accounts and consolidated budgets help businesses compare actuals vs forecasts across different divisions or locations.\n\nIntegrations: Fathom integrates seamlessly with popular cloud-based accounting platforms, including Xero, QuickBooks Online, MYOB, Excel, and Google Sheets. These integrations enable real-time data synchronisation, reducing manual data entry while improving accuracy and efficiency.\n\nCustom Alerts & Notifications: Stay informed and proactive with Fathom’s custom alert system. Users can set up automated notifications for key financial thresholds, ensuring they are alerted to significant changes or potential financial risks before they become major issues.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1240c153-78af-464d-94de-23fec317e3da.png","url":"https://www.softwareadvice.co.uk/software/456607/Fathom","@type":"ListItem"},{"name":"Doc.It Suite","position":7,"description":"Since 2001, Doc.It Suite, a document management platform, has been available to accounting and tax professionals. Doc.It Suite offers the user a variety of applications including document management, document capture & image-processing, and records management. The software addresses the 4-step process in a document’s lifestyle: gather, process, store, and deliver.\n\n\nThe web portal gives clients the ability to share documents and reports. Clients can also send files for processing. The policy manager feature ensures uniformity across the firm by applying the file naming and location policy to all documents as they’re gathered and prepared for storage.\n\n\nDoc.It Suite integrates with other accounting applications, and is available as a monthly subscription service. Customers can log in to request support and gain access to resources and training videos, or they can call customer care during business hours to speak with a team member over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9bf276e2-2cba-43a6-96e3-9eb2ab9105eb.png","url":"https://www.softwareadvice.co.uk/software/32384/doc-it","@type":"ListItem"},{"name":"Contentverse","position":8,"description":"Contentverse is document management for every department in every industry. It's a blank slate for your team to recreate your storage processes and even make them better! \n\n  • Scan, upload, or drag-and-drop files into the system\n  • Batch scan and index options for bulk data import\n  • Create new documents from pre-loaded templates\n  • Detect keywords, barcodes, and QR codes on pages\n  • Automatically index and file your documents\n  • Easily search for content and navigate the folder tree\n  • Securely share docs without them leaving the server\n  • Edit Word, Excel, and PDF forms online\n  • Automate all of your business processes \n  • Integrate DocuSign or create eSignatures\n  • Set up retention policies for contract renewals\n  • Implement best practices and regulatory compliance\n\nCustomers in many different industries have had success using Contentverse to cut down on wasted time and money. No matter where you're coming from, Contentverse is versatile enough to support your unique needs. Industries we serve include...\n\n  • Manufacturing and distribution companies\n  • Law enforcement and justice departments\n  • K-12 and higher education\n  • Non-profit and not-for-profit organizations\n  • Municipal and county government\n  • Food & beverage, grocery, and hospitality \n  • Banking and finance\n  • Insurance firms\n  • Aerospace, automotive, and engineering \n  • Medical laboratories and chemical plants\n  • Healthcare \n\nReach out to our sales staff if you are interested in an in-depth case study in your industry or a related use case. \n\nContentverse uses 128-bit encryption to protect your data in the system. Administrators can set up user permissions for their staff so that only authorized personnel can see, edit, and interact with each document. \n\nWith a browser-based interface any user will find familiar and simple document creation, management, and editing controls, Contentverse is easy to learn and easy to use. Whether you need to archive bulk data and digitize legacy files or you just need to look up some recent invoices, forget the headaches of your old document management solution. Everyday tasks are effortless. We provide quick, complete videos for more advanced features. \n\nOur team continues to innovate as we update and upgrade Contentverse. Some of our recent additions include the DocuSign integration, new dashboard for quick file access and workflow monitoring, and editing of common document types in the file viewer. \n\nContentverse can be purchased as an ongoing subscription and can be implemented in the cloud or on a local server. If you have a unique setup, give us a call about custom plans and pricing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/df34afb7-c9ff-4cca-855a-df951d662003.png","url":"https://www.softwareadvice.co.uk/software/357028/contentverse","@type":"ListItem"},{"name":"BlackLine","position":9,"description":"Blackline is a cloud-based solution, which assists medium to large-sized businesses with account reconciliation, transaction matching and journal entry management. Its key features include intercompany processing, approval workflows, open item tracking, audit trails and regulatory compliance. \n\nThe application allows accountants to manage multiple transactions, track exceptions and generate custom reports. It helps users record transactions in the general ledger, monitor balances and post entries. With its task management feature, managers can provide role-based access to employees, assign jobs and measure progress. Blackline integrates with third-party platforms such as SAP, Oracle Netsuite, Microsoft Dynamics, Sage Intacct, Acumatica, QuickBooks, Scala, Workday, Yardi, Flexi and more. It comes with a mobile application for iOS and Android. Support is provided via phone and email and pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b765e44b-5e16-4a41-aee5-92c6ef8091ae.png","url":"https://www.softwareadvice.co.uk/software/50873/blackline-inc","@type":"ListItem"},{"name":"TeamSystem Enterprise","position":10,"description":"TeamSystem Enterprise is an enterprise resource planning solution that assists small to midsize businesses with sales, eCommerce, purchasing, warehousing, and logistics, among other processes.\n\nKey features include customer relationship management, an activity dashboard, reporting, and GDPR compliance. The system facilitates integration with various third-party systems, enabling organizations to streamline business intelligence, billing, and electronic signing processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/012d2112-9c22-4191-ac5f-5eda95def386.jpeg","url":"https://www.softwareadvice.co.uk/software/388434/teamsystem-enterprise-cloud","@type":"ListItem"},{"name":"Pennylane","position":11,"description":"Pennylane: The all-in-one financial platform\n\nDesigned for business owners, finance teams, and accountants in France, Pennylane unifies accounting, invoicing, expense management, and business banking in a single secure platform. By integrating these traditionally separate functions, Pennylane eliminates data silos and provides clear financial visibility.\n\nWho Pennylane is ideal for:\n• Small business owners who need to simplify financial management while ensuring compliance\n• Growing SMEs with finance teams looking for a centralized financial platform\n• Accounting firms seeking to modernize their practice and provide advisory services\n• CFOs who want real-time financial visibility and streamlined collaboration\n\nKey benefits that set Pennylane apart:\n\n1. Unified financial ecosystem\nPennylane combines accounting, invoicing, expense management, and banking in one platform. The Pennylane Pro Account offers French IBAN, configurable payment cards, and instant SEPA transfers—all synchronized with your accounting.\n\n2. AI-powered efficiency\nPennylane uses artificial intelligence to transform financial management with automatic report analysis, technical assistance for accountants, intelligent document processing, and smart transaction categorization.\n\n3. Real-time collaboration\nPennylane creates a shared workspace where businesses and accountants collaborate effectively, eliminating email chains and file transfers. Both parties gain immediate access to financial data, enabling timely advice and decisions.\n\n4. Extensive integrations\nConnect Pennylane with payment processors (Stripe, SumUp, GoCardless), e-commerce platforms (Shopify, WooCommerce), banking systems, and HR tools (Silae, PayFit) to automate data collection and ensure complete records.\n\n5. Forward-looking compliance\nStay ahead of regulatory requirements with Factur-X compliant electronic invoicing, meeting standards that will be mandatory in France by 2026. The platform ensures compliance with French accounting standards and VAT requirements.\n\nImplementation and support:\nPennylane offers comprehensive support including:\n• Dedicated onboarding specialists\n• Regular training webinars\n• Detailed knowledge base with guides and tutorials\n• Customer support via chat, email, and phone\n• Community forum for user connections\n• Regular product updates\n\nAccounting firms receive specialized support with practice-wide onboarding, client migration strategies, staff training, and dedicated account management.\n\nPricing:\nPennylane offers transparent pricing with plans for self-employed professionals, small businesses, SMEs, and accounting firms. All plans include core features, with premium tiers adding advanced capabilities. The Pennylane Pro Account is available as an add-on.\n\nCurrently available exclusively for businesses in France, Pennylane is trusted by over 350,000 companies and recommended by accounting professionals across the country. By providing real-time visibility, automation, and seamless collaboration, Pennylane helps businesses transform financial management from an administrative burden into a strategic advantage.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b537eb9c-5896-4a43-afc7-4e35ecf39ce5.png","url":"https://www.softwareadvice.co.uk/software/260187/pennylane","@type":"ListItem"},{"name":"Indy","position":12,"description":"Indy simplifies freelancers day-to-day with its all-in-one app, allowing them to manage their finances, invoice clients, and automate their filings with ease.\n\nIn its free plan, Indy offers:\n- A business account: No need for a bank! With Indy’s 100% online and 100% free business account, you have everything you need to pay and get paid.\n- Accounting: Indy detects VAT, automatically categorizes your transactions, and lets you monitor your business activity in real-time.\n- Quotes and invoices: Create and personalize your invoices and quotes and track your payments in real-time.\n- Expenses : Simply take a photo of your receipts. Your digital records on Indy hold the same legal value as the originals.\n\nIndy also offers a paid plan for filing declarations (VAT, taxes, balance sheets, profit and loss statements, etc.).\n\nStarting out? Create your business for free with Indy!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/622ca857-36a1-4692-9a6f-aa05461f8ac7.png","url":"https://www.softwareadvice.co.uk/software/289524/indy","@type":"ListItem"},{"name":"HighRadius Accounts Receivable","position":13,"description":"HighRadius provides a single Agentic AI platform for the Office of the CFO. It integrates 180+ agents that orchestrate end-to-end processes across Order-to-Cash, Close & Reconciliation,  Consolidation & Reporting, Accounts Payable, B2B Payments, and Treasury. HighRadius guarantees operational KPI improvements by mapping them to specific agents on the platform. With a 3-6 month go-live period, HighRadius drives value creation at 1100+ enterprises such as 3M, Unilever, Bristol-Myers Squibb Company, Red Bull, Lufthansa, and more. HighRadius has been consistently recognized as a market leader by Gartner, IDC, and Forrester.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f60984d7-12d4-4ab1-afcb-163a767d09bb.png","url":"https://www.softwareadvice.co.uk/software/263629/highradius","@type":"ListItem"},{"name":"TaxFlow","position":14,"description":"Looking to replace spreadsheets for managing tax work, but don’t require the complexity of full-scale practice management tools?\n\nTaxFlow is a purpose-built platform that helps tax professionals efficiently track and manage their workflow—without overlapping with systems you already use.\n\nThe software is intuitive, easy for teams to adopt, and delivers immediate value without the need for extensive training or onboarding.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d11f7a4e-62a8-42db-bfc7-ab9647091cd0.png","url":"https://www.softwareadvice.co.uk/software/262445/taxflow","@type":"ListItem"},{"name":"Docusoft CloudFiler","position":15,"description":"Docusoft CloudFiler is built for businesses that need to manage their contact/client data and documents. Docusoft have created this in the cloud with practical applications to help collaborate, sign, process, upload and retrieve documents with speed and agility. \n\nThree key solutions to help with this process are a document management, a secure client portal with E-signing and approval and a CRM system to manage clients and contacts.\n\nYou can connect to the solution using the desktop applications, straight from a browser or via a mobile phone and tablet.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be733846-427d-491a-8952-c9358f3d9d84.jpeg","url":"https://www.softwareadvice.co.uk/software/362624/docusoft-cloudfiler","@type":"ListItem"},{"name":"8am CPACharge","position":16,"description":"CPACharge is a payment processing platform designed for accounting professionals and CPA firms. It supports credit card, debit card, and eCheck payments, with next-day deposits. Catering to the specific needs of certified public accountants, tax professionals, bookkeepers, and accounting firms. The platform helps streamline billing operations and manage cash flow efficiently.\n\nPayments can be processed through various channels, including online invoicing and in-person transactions. It supports tap-to-pay, chip insert, and swipe methods. The platform automates billing workflows by generating one-time or recurring invoices and sending secure payment links with automated reminders. It provides daily deposits of client funds along with detailed transaction reports to simplify reconciliation. A custom dashboard offers real-time reporting on revenue, costs, and transaction details.\n\nCPACharge complies with PCI Level 1 standards and incorporates advanced security measures to protect payment data. The platform tracks payment activity and delivers business insights to help monitor financial performance. It is designed to meet the unique requirements of accounting professionals and CPA firms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a25f625a-9930-4284-81f1-8f6d2b721384.png","url":"https://www.softwareadvice.co.uk/software/520479/CPACharge","@type":"ListItem"},{"name":"Countable","position":17,"description":"Countable helps you free up your most valuable commodity: Time. A simple end-to-end online platform, Countable lets accounting firms manage their engagements, documents and practice all on one centralized, automated hub. It takes the menial tasks out of your engagement work, and allows teams and clients to collaborate, communicate and offer feedback, all in real time.\n\n\nCountable has proudly built a platform that’s so intuitive, you will not only streamline your practice, but help grow and evolve it. Countable is transforming scattered systems into one simple, integrated system. So you can spend more time on work that matters. Built out of an urgent need for better, more nimble technology, Countable helps accountants keep up with the future.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7028eda7-68b9-42ea-981b-524efbd5592c.png","url":"https://www.softwareadvice.co.uk/software/115836/countable","@type":"ListItem"},{"name":"CA Office Automation","position":18,"description":"CA Office Automation is a leading ERP software for CPA & Accounting firms. to drive operational efficiency with advanced technology benefits. It streamlines the management of tasks, resources, clients, communications, and accounts. \n\nIt has tons of features to automate work processes and help manage work, employees, clients, billing, payment, payroll, communication, documents, meetings, follow-ups, due dates and other processes under a single dashboard delivered on a web platform and a mobile app. It helps users get maximum control of the processes and transactions with auto-monitoring systems and auto-generating reports backed by operational data.\n\nAll-touch point-encompassing platform that fulfills several platform requirements for firms. Support is always available for all CAOA users. For new purchases, it provides a dedicated Product Advisor for 15 days to help execute standard deployment and training procedures. We have different service plans for frictionless integration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a31d0cdf-8069-4fe5-a52f-3981b04d06e4.jpeg","url":"https://www.softwareadvice.co.uk/software/217732/ca-office-automation","@type":"ListItem"},{"name":"Clay","position":19,"description":"Clay is a financial and accounting platform designed to automate financial management and bank reconciliation processes for businesses. It helps businesses centralize financial information in one location, facilitating collaboration between accountants and business owners. The platform is suitable for digital service companies, multi-company operations, commercial businesses, and other industries in the Chilean market.\n\nThe software includes automatic bank reconciliation powered by an AI-driven matching engine, automating a significant portion of reconciliation tasks. It connects with multiple banks, the Chilean Tax Service, and TGR through a banking API, providing access to bank transactions, balances, and tax documents. Features include cash flow projections, automated accounting entries, financial reporting tools such as balance sheets and income statements, and tax management functions. It supports multi-company management from a single dashboard, allowing users to switch between company accounts efficiently.\n\nClay consolidates financial data from banks, ERP systems, and spreadsheets into an organized platform. It generates financial and accounting reports, manages customer and supplier information, and provides a control panel with key performance indicators. The platform also handles automated collections and invoicing through the Chilean Tax Service.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ad6bf0c2-1b7e-4025-85c5-271235d16fb5.png","url":"https://www.softwareadvice.co.uk/software/377265/clay","@type":"ListItem"},{"name":"CCH iFirm","position":20,"description":"CCH iFirm is an integrated suite of software that provides all the required tools to run an efficient and profitable accounting practice. It enables efficient use of resources and workflow, with tools to manage contacts, jobs, invoicing, documents, client communications as well as your compliance work, all within a single unified platform.\n\nMinimise manual processes and data entry and reduce time spent on administrative tasks to unlock more billable hours and improve job profitability through our integrated software solution. As a well-established cloud solution, firms have peace of mind the software is secure and backed by Wolters Kluwer's global security framework and processes.  \n\nIn order for firms to maximize the benefits of the software, CCH iFirm is also fully supported by a tailored onboarding program and ongoing customer support from our local support teams.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/577d8c49-3fe1-4fcf-91c4-6d1a3fb810f8.png","url":"https://www.softwareadvice.co.uk/software/207715/cch-ifirm","@type":"ListItem"},{"name":"AFAS Software","position":21,"description":"Designed for businesses in accounting, education, construction and other industries, AFAS Software is a cloud-based enterprise resource planning (ERP) tool that helps manage inventory data, budgeting, customer orders, payroll processes and more. Key features include human resource (HR) management, project tracking, electronic billing, forecasting, reporting and payment reminders.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be4b2d59-562c-4046-b042-e2119acab655.png","url":"https://www.softwareadvice.co.uk/software/306016/afas-software","@type":"ListItem"},{"name":"Capium","position":22,"description":"Capium revolutionizes tax compliance with its cloud-based accounting software, offering seamless data entry and corporate tax filing solutions tailored for the UK tax system. It boasts an all-in-one integrated suite comprising essential accounting services like bookkeeping, payroll management, accounts production, corporation tax management, self-assessment, practice administration, anti-money laundering compliance, and a comprehensive range of other features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/87a02c8a-05d0-4684-aadc-928344f694c4.png","url":"https://www.softwareadvice.co.uk/software/431196/capium","@type":"ListItem"},{"name":"Avise","position":23,"description":"Avise is Close & Project management software for accounting firms that provides automation, collaboration, and centralization of practice processes so businesses can focus on providing premium services to clients.\n\nBy combining close checklists, amortization & depreciation schedules, flux analysis, and consolidation with client GL-level data, Avise aligns the work of the team across clients within one system, increasing capacity to deliver on-time, premium services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1fa616b1-0a88-4f68-8c24-cf19a3a5f927.png","url":"https://www.softwareadvice.co.uk/software/412587/avise","@type":"ListItem"},{"name":"IRIS Accountancy Suite","position":24,"description":"IRIS Accountancy Suite helps manage complex accounting and tax tasks for accountancy practices of all sizes. Whether you are a small, medium, or large accounting firm, this software is designed to cater to your business. The software streamlines workflow management, document handling and other compliance needs. This software simplifies and automates the process, reducing the rekeying of data and providing a more manageable system. \n\nIRIS Accountancy Suite caters to multiple clients' requirements by offering connectivity with various third-party applications, open integration, and compliance for AML, FRS, GDPR, MTD, and annual budgetary updates. Software's compliance and productivity modules automate and integrate workflow management to optimize practice efficiencies and productivity. Combining productivity modules with IRIS compliance solutions provides total control, higher productivity rates, increased accuracy, and improved workflow. IRIS Accountancy Suite incorporates a single integrated database, which is a platform for the practice to address the evolving needs of their clients. Optimizing practice workflows helps realize significant productivity gains and achieve staff demands for greater work/life balance. \n\nIRIS Accountancy Suite offers outstanding connectivity with various third-party applications such as KashFlow, Xero, QuickBooks, FreeAgent, MyWorkpapers, and others. With open integration and embedded software, it facilitates collaboration between clients and third-party applications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b14842bb-2bbe-47ba-8f81-905c52b23e3c.jpeg","url":"https://www.softwareadvice.co.uk/software/341110/iris-accountancy-suite","@type":"ListItem"},{"name":"Leapfin","position":25,"description":"Teams from rising digital firms' finance, accounting, and business systems struggle to combine high volume payment, order management, and other production data (10,000 to 50 million per month).\n\nLeapfin combines intelligent accounting automation with the unification of billing, ordering, payment, CRM, and other production data to provide an immutable, GAAP-compliant Leapfin Financial Record for each transaction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2c736380-5f21-4c66-9425-1d4cfabb2380.png","url":"https://www.softwareadvice.co.uk/software/367773/leapfin","@type":"ListItem"}],"numberOfItems":25}
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