Best Finance Software in New Zealand - Page 139

TotalTrust is a robust accounting software designed for professionals such as attorneys, accountants, and fiduciaries who manage estate, trust, and guardianship clients. It offers an intuitive visual presentation of fiduciary reports, emphasizing a logical and user-friendly approach. With its straightforward design and reasonable pricing, TotalTrust stands out as an excellent option for practitioners of any scale. You can download it now and enjoy a risk-free 30-day trial, allowing you to start generating reports immediately without any commitments or extensive paperwork. This accounting system is specifically tailored for Windows and facilitates the creation of financial reports required by fiduciaries for various estates, trusts, and guardianships. Our standard features comply with National Fiduciary Accounting Standards, including Charges and Credits, and cater specifically to the State of Florida's regulations on Capital Gains and Losses. Additionally, TotalTrust provides enhanced flexibility in reporting through its custom reports feature, enabling users to define specific report parameters and save templates for future use, ensuring a streamlined workflow for your accounting needs.

billAnywhere simplifies business operations, allowing you to concentrate on essential functions. By significantly cutting down the time spent on data entry, organization, and fulfillment, billAnywhere helps companies to operate more efficiently. It fosters collaboration and minimizes administrative burdens, leading to enhanced productivity and lower expenses. The platform optimizes the fulfillment process, enabling sales reps to turn estimates into orders with a single click. Additionally, sales representatives can monitor order progress at every stage of fulfillment. As the ultimate business tool, billAnywhere is essential for managing your e-commerce operations effectively. With its user-friendly interface, billAnywhere ensures that managing your online business is both efficient and straightforward.

SpyGlass, our advanced software for managing health claims at the enterprise level, presents a robust and adaptable solution for efficient and accurate claims processing. The platform simplifies the setup of benefits and plans significantly. Fully integrated with SpyGlass, BenefitDriven offers eligibility verification, contribution accounting, and pension management specifically tailored for the Taft-Hartley sector, encompassing a comprehensive suite of data and processes for both Participants and Employers. Our all-encompassing EDI gateway and scheduler, HIPAA Director, functions as a central hub, enabling seamless connections with vendor partners to minimize transaction costs, streamline batch transfers, and automate the transfer process. With SpyGlass, you gain an in-depth, panoramic view of your population while also having the capability to drill down to granular details with ease. You can access an extensive selection of unique reports, fully customizable dashboards, and maintain total control over your system, ensuring that you have everything you need at your fingertips to make informed decisions and optimize your operations. In this way, SpyGlass empowers organizations to enhance their efficiency and effectiveness in managing health claims.

The Aptic Collect solution represents the cutting-edge of debt collection technology, designed to deliver exceptional flexibility in managing collections. This platform facilitates comprehensive processing, featuring a high degree of automation that spans from amicable collection efforts to debt monitoring. It effectively oversees the entire collection journey once an invoice becomes overdue, incorporating legal processes and follow-ups, making it valuable for both representatives managing client receivables and individuals collecting their own debts. In the realm of debt collection, the significance of automated solutions that can handle intricate procedures cannot be overstated. With increased flexibility and efficiency, along with adherence to regulatory standards, businesses can enhance their debt collection operations. Aptic Collect not only encompasses end-to-end processing but also accommodates various methods of debt collection, ensuring a versatile approach to managing financial obligations. Moreover, its advanced features empower users to streamline their workflows and optimize recovery rates.

Our software platform is designed to support a diverse range of auto, equipment, and wholesale finance operations, utilizing advanced digital technologies to ensure reliable functionality and performance. Alfa Systems' quoting tool enables brokers, vendors, and end users to navigate the complete asset finance product range, from simple retail credit agreements to intricate tax-based leasing solutions. Serving as a unified platform for all asset and auto finance transactions, Alfa Systems is continuously available to facilitate the entire customer and dealer experience. Additionally, it stands out as the premier solution for wholesale floorplan financing, consistently chosen by top operators in the industry. Alfa Systems effectively oversees the complete lifecycle of units involved in wholesale floorplan financing. With a customizable user interface and authority model, it provides dealers, distributors, auditors, and finance providers the ability to manage complex and high-volume business processes with ease. The innovative features of Alfa Systems ensure that businesses can operate efficiently while minimizing costs and maximizing productivity.

Introducing a cutting-edge utility billing software solution that includes a seamless billing and accounting feature, specifically designed for municipalities, rural water districts, utility associations, and clients seeking advanced reporting capabilities and limitless scalability. This sophisticated system empowers users to generate reports from prior billing cycles at any chosen date and time, modify entries from past billing periods, export reports as PDFs, and much more! JUS provides a comprehensive Accounts Receivable solution tailored for Utility Billing and beyond. It offers a distinct separation for Customer Accounts and Premises, facilitating the movement of customers in and out of service areas while maintaining separate histories for all clients. Users can efficiently organize and generate reports based on custom-defined Routes/Books, Cycles, Classes, Categories, and Statuses. The system supports UNLIMITED Customers, Meters, Charges, Deposits, and Historical Data. Additionally, it allows for the printing and tracking of Service Orders, features detailed Meter Management that includes tracking water loss and meter changes, and supports Automated Meter Reading with both handheld device export and import capabilities. Furthermore, this software ensures that utility providers have all the tools they need to enhance their billing operations and improve customer service.

A customer-focused financial institution necessitates a banking platform that prioritizes its clientele. This approach does not imply that technology should take precedence; rather, it emphasizes starting with customer expectations and subsequently determining the most efficient means to meet those needs. Bantotal stands out as one of the most esteemed core banking systems globally, having been adopted by major financial institutions throughout Latin America. Its extensive experience has enabled Bantotal Core to integrate top banking practices and processes effectively. Moreover, Bantotal serves as a benchmark for technological solutions in the Microfinance sector, having been utilized by leading microfinance institutions within the region. This successful implementation has further refined the best processes and practices in the sector, enhancing Bantotal Microfinance's offerings. Additionally, Bantotal Comex empowers financial institutions to manage various aspects of international trade, including Letters of Credit, Guarantees, Collections, Giros, and International Cheques, broadening their service capabilities even further. By continuously evolving its platform, Bantotal ensures that it meets the diverse needs of its clients in an ever-changing financial landscape.

Finlogik revolutionizes the investment sector by offering affordable, cutting-edge online tools and automated services, enabling both traditional institutions and self-directed firms to optimize their operations while adapting to the disruptive trends reshaping the financial industry. Partnering with an asset manager known for process-oriented investing, Finlogik empowers you to create and oversee effective, budget-friendly investment strategies that cater to both retail and institutional clients. With the help of analytical dashboards, users gain access to benchmarking capabilities, comprehensive reporting, and extensive data processing tools designed to evaluate portfolio risk, exposure, and overall performance. Whether dealing with straightforward listed securities or intricate OTC products, Finlogik is equipped to assist in managing a wide array of financial instruments, including stocks, futures, options, fixed income, money market assets, foreign exchange, and fund units. This adaptability ensures that clients can navigate the complexities of the financial market with confidence and efficiency.

ATLOS is a comprehensive Loan Application Software designed to enable lenders to efficiently gather and manage loan information, complete and electronically sign forms, handle documents, and more. By utilizing ATLOS, lenders can fully eradicate the use of paper, leading to enhanced operational efficiency, diminished costs, and lowered risks. With ATLOS, lenders can store their clients' loan documentation securely in a centralized online system, effectively minimizing paper waste. This software not only boosts the productivity of mortgage companies and banks as they handle loan applications, but also mitigates potential risks associated with the process. ATLOS stands out as an affordable and user-friendly lending solution, allowing for seamless customization of web forms to capture any type of loan data in a personal ATLOS database. Furthermore, the data integrated within ATLOS can be leveraged to populate PDF forms, implement decision-making rules, and serve various other functions, making it an invaluable asset for lenders looking to streamline their operations. Overall, ATLOS transforms the loan application process, making it more efficient and less cumbersome for financial institutions.

Our comprehensive Image Processing Solution seamlessly integrates item POD and image capture along with Report Retrieval, Signature Card Verification, Aurora Document Imaging, and Electronic Merchant Deposits. Each component works together harmoniously, empowering users to access and view any image or transaction effortlessly. The system is designed to be intuitive, allowing for easy expansion with new features and enhancements. We aim to transform every bank employee into an effective Customer Service Representative with this system. Data is available immediately upon capture and balancing, enabling employees to investigate transactions that occurred just moments before, even prior to their transfer to the core system. This capability addresses customer inquiries such as whether a loan payment has been processed, if a deposit was received that day, or which specific checks accompanied a deposit. Any of these questions can be swiftly resolved with a simple click. Our software's features provide a significant competitive edge, including customizable reports that allow for the tracking of competitor checks flowing through your bank. Additionally, having real-time access to transaction details fosters a more responsive customer service environment.

XENTIS is a comprehensive, modular investment management platform engineered to oversee the complete investment lifecycle. Today, it is the preferred solution among top investment firms, utilized by thousands of professionals to manage assets exceeding one trillion EUR and to calculate the pricing of over 6,000 funds and 30,000 mandates on a daily basis. With its extensive range of features, XENTIS effectively automates all aspects of the investment process, encompassing front-, middle-, and back-office operations seamlessly. This level of integration not only enhances efficiency but also ensures accuracy throughout the investment management journey.

Financial accounting and inventory management software serves as an all-encompassing tool for managing a company's financial records in a digital format. This type of software is equipped with sophisticated features that allow for meticulous tracking of both income and expenses, empowering employees to make informed strategic decisions aimed at fostering business growth. Additionally, billing and inventory management systems ensure that the company's stock and invoicing are well-organized throughout the financial year. A professional invoicing management solution incorporates enhanced accounting functionalities to oversee company data, customer and vendor details, inventory control, tax records, and analyses of sales and purchase orders, all of which are vital for effective business operations. This specially designed financial accounting software also offers advanced capabilities such as voucher entry management, comprehensive reporting, and seamless database connectivity, which streamline accounting processes and enhance efficiency. Furthermore, the integration of these features allows businesses to adapt quickly to changing market conditions and financial challenges.

GrainTrac delivers dependable and user-friendly software solutions to numerous businesses across both the United States and Canada. As a leading provider in the agribusiness sector, this comprehensive grain accounting software excels in its capabilities. GrainTrac effectively monitors your inventory, manages net long and short positions, oversees hedge strategies, and tracks both purchase and sale contracts, while also maintaining customer history! Our dedicated technicians are here to assist with your computers, printers, networks, routers, and software, ensuring you receive real support rather than empty excuses. The inception of Vertical Software dates back to 1983, when a manager at a river elevator in Pekin, Illinois sought an improved method for managing grain deliveries, settlements, and shipments. This individual’s quest for a more effective business approach sparked the founding of Vertical Software. Consequently, GrainTrac became widely adopted within a significant portion of the grain industry, spanning over 30 states and Canada. Today, GrainTrac is utilized by a variety of users, including River Terminals, Country Elevators, Grain Processors, Cereal Makers, and Grain Trading Houses, among others, solidifying its status as an industry standard. The commitment to innovation and customer service continues to drive GrainTrac's growth and success in the market.

Since 1988, P3 has specialized in telecom billing solutions. The P3iNET billing system, which reflects years of expertise in the field, is now accessible for your use. The three pillars represented by the "P3" are Price, Performance, and Power, indicating that handling billing and customer service can be a seamless aspect of your operations. With the P3iNET software, automation streamlines your billing and customer service processes. Your responsibilities will primarily involve gathering call detail records, updating the database with relevant customer information, rates, and configurations, and executing the billing procedures. P3 provides assistance based on your specific needs, or alternatively, your team can manage all aspects of data collection and processing independently. This flexible approach ensures that you can choose the level of support that best fits your business model.

Deltek Ajera places your people and projects at the heart of your business, so you can see how to deliver great projects. It is time to optimize resources, increase cash flow, and increase profitability. Deltek Ajera gives you the insight you need to manage your projects effectively and improve client satisfaction. It is a project-based solution that can be tailored for your company. Ajera offers full accounting functionality, including general ledger, project costing and billing, as well as accounts payable, receivable, billing, and payroll. Engineering firm achieves 152% profit growth, eliminating paper-based processes and achieving 15% profit growth. Bath Engineering receives real-time forecasting and data from Ajera for fast decision-making. Learn about the benefits of project-based accounting.

Present your inventory to customers, collaborate effectively with trusted partners, and boost your sales. Share the technical specifications of your properties or those belonging to your associates directly from your mobile device or computer. You can easily distribute property information via WhatsApp or email. With just a click, determine the competitive pricing for your listings to expedite sales. Build a professional website independently, without needing a designer’s assistance. Make real-time updates to your site and instantly witness the changes. Additionally, all your properties will be automatically updated and showcased at the time of publication. Websites are designed to automatically adjust to the screen size of any phone, tablet, or computer. Every lead generated from your site will be captured in the CRM, ensuring your team is promptly alerted for follow-up. Understand your customers' desires and empower your team to deliver outstanding follow-up service. Analyze your activities to enhance overall performance and maintain oversight of your team's workload, allowing you to pinpoint potential areas for improvement and growth. This comprehensive system ensures that you remain connected and responsive to market demands while streamlining your operational processes.

Iptor.com provides cloud-driven ERP software solutions tailored for the distribution, publishing, and pharmaceutical sectors. Our mission is to empower customers to achieve their utmost potential and more. Featuring comprehensive functionalities and crafted by professionals within your industry, Iptor’s software offers adaptable deployment methods to accommodate your present and future needs. As your all-in-one cloud ERP and supply chain ally, Iptor recognizes that exceptions often present unique opportunities, which can lead to significant growth avenues. We are convinced that each supply chain is filled with such possibilities, and with Iptor.com, we are elevating our commitment to “flexibility to grow” to unprecedented heights. By partnering with us, businesses can navigate an increasingly complex landscape while seizing every chance for expansion.

Wincollect is dedicated to delivering prompt marketing insights regarding its products and related services. The Wincollect CRM is a robust customer relationship management tool tailored to assist your credit department or receivables management firm in effectively managing and monitoring your overdue accounts by consolidating customer data, documenting interactions, and automating daily tasks. This system operates within a user-friendly and customizable framework that empowers you to reach your full potential. It is designed to function seamlessly with Microsoft SQL Server, allowing you the flexibility to operate it either On-Premise with the latest Microsoft SQL Server version or in Azure SQL, leveraging a “Server-less” infrastructure. We invite you to discuss your specific needs with us, so we can determine which deployment option would best align with your objectives and enhance your operational efficiency. Your success is our priority, and we are here to support you every step of the way.

Transfer the MS Access database file to a shared location accessible to you and other users. To open the database, double-click the MS Access file and, when the subsequent screen appears, press and hold the Shift key while selecting “Open.” After the database loads, navigate to the “Tools” menu and select the “Options” submenu. Next, activate the “Hidden objects” checkbox and click “OK” to reveal all hidden database elements. This classification will help manage the methods used for processing customer payments, and we have listed the payment method classifications for your reference. Once you have made all the necessary configuration adjustments mentioned earlier, return to the “Tools” menu, access the “Options” submenu once more, and then deselect the “Hidden objects” checkbox before clicking “OK.” This action will conceal all database objects again, preventing any unintentional modifications from occurring. Be sure to save your work before closing the database to ensure all configurations are preserved.

Handy Invoice stands out as the most user-friendly invoicing software tailored for small businesses in Australia. With its straightforward and intuitive design, it enables users to produce organized and clear invoices effortlessly. The process of creating and printing invoices has reached a level of simplicity that was previously hard to achieve. Thanks to its clean interface, generating professional invoices becomes a hassle-free task. Handy Invoice also supports both full and partial payments on invoices, allowing you to track these transactions through a comprehensive payment history, where payments can be viewed or even reversed. Additionally, a single payment can be linked to multiple invoices, enhancing flexibility. When an invoice is completely paid off, it is automatically converted into a receipt, which is conveniently sorted into a different tab for easy access, while outstanding invoices are displayed separately so you can always keep track of what you owe. Furthermore, Handy Invoice enables you to maintain a client database, allowing you to quickly retrieve their information for future invoices without the need for repetitive typing, which ultimately saves time and improves efficiency. This feature not only streamlines your invoicing process but also enhances your overall business management experience.

Automated management of RFPs streamlines the process for expert consultants overseeing vendor selection and RFP projects on behalf of their clients. It offers a robust suite of tools designed for in-depth evaluations of vendors. Features include scoring, weighting, commenting, and collaborative functionalities. The platform can handle extensive RFPs containing over 3,000 questions. It also includes hierarchical weighting and supports multiple scoring and weighting configurations. With a quick setup process, user-friendly interface, and the ability to import from Excel, PostRFP’s software is well-suited for managing even a single RFP efficiently. This versatility ensures that consultants can tailor their approach to meet the varying needs of their clients effectively.

Hedge Fund Software is designed to manage the distribution allocations for investors, prepare tax return schedule K-1s, issue distribution checks, calculate broker commissions, and generate management reports. It also handles the allocation of management fees and partnership expenses among investors. Additionally, it offers the option to create customized, professional-grade color investor statements that feature the partnership's logo, name, address, and contact information. Users can apply tailored allocation formulas that take into account guaranteed returns, high watermarks, and other incentive components. The latest Windows version operates seamlessly on an office computer network, providing remote access through the internet for added convenience. Furthermore, the Fund Investment Tracker Software monitors hedge fund portfolios across various assets, including stocks, bonds, and commodities. Its spreadsheet layout enables fund managers to swiftly assess the status of their investments, displaying key details such as symbol, description, quantity, total cost, average cost, current price, market value, and gain or loss percentage, ensuring they have a comprehensive overview of their financial performance at a glance. This integration of features simplifies the management process, allowing for more efficient decision-making and reporting.

Intelli-Mine Inc. stands out as a prominent provider of data and analytics solutions that enhance the entire mortgage loan life cycle. By utilizing top-tier technologies, we ensure our offerings meet the highest standards. Central to our product suite is artificial intelligence (AI), encompassing machine learning (ML), deep learning (DL), and neural networks, complemented by a robust business intelligence toolkit. Our dedication lies in delivering exceptional insights to our clients, empowering them to make informed decisions with confidence. We assist our clients in reaching their strategic objectives by optimizing personal and process efficiencies, reducing expenses, boosting volume, managing exceptions, and reinforcing audit and compliance measures. Our collaborative approach supports you throughout the DATA 2 DECISION process. Intelli-Mine's comprehensive solution consolidates data from various isolated sources, creating a centralized analytical platform that enhances your organization’s decision-making capabilities and drives success. By transforming disparate data into actionable insights, we enable our clients to navigate the complexities of the mortgage industry with ease.

We provide user-friendly and easily implementable solutions designed to automate and optimize various aspects of employee time tracking, including time reporting, timesheet approvals, expense submissions, billing, invoicing, scheduling, and project management within your organization. The process of calculating and reviewing vacation days, personal time, and paid time off is fully automated, which ultimately saves valuable time for your business. Invoices can be automatically generated based on the time and expenses recorded by employees for each project, and they can even reflect changes in bill rates for individuals, accommodate daily billing rates, and be dispatched directly through email from TimeConsultant. Employees can conveniently log their hours from any location using an internet browser, and the system can automatically send email reminders to prompt employees to submit their timesheets, ensuring that deadlines are met efficiently. This comprehensive approach not only enhances productivity but also ensures accurate tracking of resources and time management.

The Pension Administration System consists of a calculation engine, a data management application, a report generation tool, and a development platform aimed at plan sponsors, third-party administrators, and benefits consultants. It is designed to model intricate benefit plans through the use of parameter definitions, pre-defined business objects, and entry points that follow established rules, all tailored to satisfy specific benefit administration needs. Utilizing an N-tier architecture, the system separates the application into various layers, which allows for a modular design approach that accommodates growth and facilitates quick, cost-effective integration with existing client systems. Additionally, the Pension Administration System is specifically tailored to streamline all pension administration tasks without requiring complex coding. Furthermore, the system includes a variety of functionalities that enhance its usability and efficiency for end-users. Below is a comprehensive list of some of the processes available within the system.