North America 987

Financial planning platform replacing operating model spreadsheets with scenario modelling, planning and reporting, including an AI copilot.

Tax services and technology firm providing recovery, consulting and compliance software for corporate tax departments, with a focus on reducing overall tax burden.

Migrates Canadian organisations from NetSuite, Sage, Dynamics and QuickBooks Desktop onto QuickBooks Online Advanced or QuickBooks Enterprise.

Financial planning and forecasting software for SaaS companies, modelling revenue, headcount and cash from billing and accounting data.

Subscription management and revenue recognition software for SaaS companies, handling billing, renewals, metrics and ASC 606 reporting.

Automates recurring invoicing for SaaS subscriptions, raising invoices at each renewal with day-accurate proration for upgrades and downgrades.

Financial data governance platform that continuously monitors and controls the integrity of financial data to support audit readiness.

Provides India-based bookkeeping, tax support and audit support staff to accounting and CPA firms.

Access governance and controls monitoring platform managing segregation of duties and financial controls inside ERP systems.

Tax return assembly and delivery platform automating e-signature, review and client delivery of completed returns.

Cloud financial management software focused on multi-entity, multi-currency accounting with dimensional reporting for growing finance teams.

Embedded payroll API and UI components enabling vertical software platforms to offer payroll, with tax filing, compliance and money movement.

Travel, expense and invoice management software that automates expense reporting and spend control for businesses of all sizes.

Native NetSuite app for construction businesses covering AIA billing, retention management and change order management.

Finance automation platform that prepares revenue recognition, deferred revenue and prepayment schedules and journals from invoice and CRM data for review.

Invoice scanning software connecting desktop scanners to cloud accounting systems, using OCR to extract invoice data for export.

Excel add-in that syncs Xero data into workbooks for bespoke reporting, multi-entity consolidation and cash flow forecasting.

Fort Worth firm providing fractional, interim and project-based CFOs to companies across the United States.

Document extraction platform combining language models and configurable rules to pull structured data from invoices and other business documents.

Working capital and payables platform for consumer brands, combining bill pay, purchase order tracking and inventory-backed financing.

Connector that automates two-way syncing of invoices, bills and credit notes between Salesforce and the accounting ledger.

Miami-based consultancy providing fractional CFO finance services, including forecasting, fundraising strategy, cash flow optimisation and financial modelling.

Receipt and document scanning service using OCR and human verification to extract expense data and send it to accounting software.

Provides SAP Business One licensing, implementation, training and support from its Markham, Ontario office, alongside Odoo services.