North America 987

Data conversion and CSV import tool that loads transactions, bank statements and master data from spreadsheets into accounting software.

Document capture app that processes receipts, bills and bank statements using OCR, machine learning and human checks.

Data migration service converting historical accounting data from many other accounting packages into Xero, including attachments and multi-currency transactions.

Montréal firm that implements Workday Adaptive Planning for budgeting, forecasting and reporting, with a Toronto office.

Financial reporting and projections platform for building financial models, producing monthly reporting packages and running variance analysis against plan.

Payment operations platform giving engineering and finance teams direct bank integrations, automated reconciliation and a ledger for money movement.

AI-native audit platform automating testing, transaction analysis and evidence generation, built by a group that also invests in audit-first accounting firms.

Del Mar firm providing fractional CFO services and FP&A consulting to San Diego organisations.

Software that converts PDF and paper bank and credit card statements into formats importable into accounting software.

AI-native accounts receivable platform automating collections outreach, cash application and customer communications for finance teams.

AI-driven accounts receivable automation handling collections, payment reminders and cash application for finance teams.

Compliance automation platform helping employers register and manage multi-state payroll tax, employment and licensing obligations when hiring remote workers.

Modular ERP framework, mSmartERP, built on Dynamics 365 Business Central and the Power Platform for small and mid-sized businesses.

Embedded banking integration within NetSuite providing direct bank feeds for reconciliation, balance visibility and accounts payable automation.

Chicago-based firm implementing Acumatica, NetSuite and several Sage ERP products for small and mid-sized businesses.

Accounts receivable collections management software that helps businesses follow up on overdue invoices and reduce days sales outstanding.

Real-time sync of customers, orders, payments, products and inventory levels between Shopify or WooCommerce stores and the accounting ledger.

AI audit platform automating substantive testing and evidence review for external audit engagements.

Software subscription management and virtual card platform helping businesses buy, track and control SaaS spend.

Accounts receivable automation covering statement runs, invoice and quote reminders, late fee generation and debtor management.

HR, payroll and benefits platform for mid-sized US companies.

AI document processing platform automating extraction and workflow for invoices, receipts and business documents.

Travel and expense platform combining corporate travel booking with card issuing, expense capture and policy enforcement.

Freight audit and invoicing automation platform for freight brokers and 3PLs, automating LTL, FTL and drayage invoicing.