Best Finance Apps for iPad

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Streamline your business with Rippling’s all-in-one platform for HR, IT, payroll, and spend management. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration. Automate HR tasks, ensure compliance, and streamline approvals. Simplify IT with device management, software access, and compliance monitoring, all from one dashboard. Enjoy timely payroll, real-time financial visibility, and dynamic spend policies. Rippling empowers your business to save time, reduce costs, and enhance efficiency, allowing you to focus on growth. Experience the power of unified management with Rippling today.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Powerful, all-in-one identity verification, fraud prevention, and compliance platform. iDenfy protects startups, financial institutions, gambling, streaming, ridesharing, and other digital services from identity fraud using a three-layer identity verification process. The process protects businesses from the most threatening forms of identity fraud. iDenfy also provides services for business verification, proxy detection, fraud scoring, AML screening and monitoring, NFC verification, and other fraud prevention services. Founded before AML, fraud, and GDPR regulations were put into place, iDenfy pioneered identity verification. The company covers users' ID verification process in full, combining AI-based biometric recognition and manual human checks to ensure they are real users. Save up to 40% of identity verification costs using our ID verification software. Pay per successful ID verification and save up to 40% of identity verification services expenses.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Podium is a comprehensive AI-driven lead management and communication platform utilized by over 100,000 businesses seeking to enhance customer acquisition and retention. At the heart of Podium’s innovation is its AI employee, which ensures businesses respond to incoming leads instantly around the clock, dramatically improving conversion rates and revenue growth. The platform assists businesses in generating more customer reviews, improving their Google rankings, and unifying their lead channels into a single, manageable dashboard. Through the web and mobile applications, businesses can call and text customers, send payment links for quick transactions, and deploy bulk messaging campaigns to boost repeat sales. Podium’s powerful AI-driven automations seamlessly manage customer interactions across multiple communication platforms, providing accurate and timely responses that help drive sales.

Automation Anywhere is the leader in Agentic Process Automation (APA), putting AI to work across organizations. The company’s platform is powered with specialized AI agents, generative AI, and offers process discovery, RPA end-to-end process orchestration, document processing and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, improve customer experiences and create new revenue streams. The company is guided by its vision to fuel the future of work by unleashing human potential through Agentic AI-powered automation.

Whether you want to send messages or share photos and videos, you can chat freely through WeChat. Wherever you go, you can immediately get in touch with the people you care about using WeChat. Search and add friends directly via WeChat ID or mobile number. Start chatting once your friend request has been accepted. On Moments, you can share your life's favorite experiences using photos or videos with your friends, and also see your friends' Moments at any time. Let's share on Moments! Get face-to-face with your friends and family instantly via WeChat. WeChat allows you make free video and voice calls no matter where you are with one friend or a group of friends. If you're unable to express your feelings in words, then send a sticker to make your chats more fun. Designed by talented artists around the globe, WeChat's Sticker Gallery offers users free downloads and sending of countless fun stickers. Come and select your favorite stickers to chat with your friends!

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

Weave is the all-in-one customer communication and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. The first Utah company to join Y Combinator, Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been included in the Forbes Cloud 100, Inc. 5000 fastest-growing companies in America, and Glassdoor Best Places to Work.

The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.

Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.

With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

iNexus by NexInteractive is an innovative cloud contact center. Fast to setup and highly scalable, iNexus offers powerful tools for inbound and oubound contact centers. These include shotgun ACD, call back manager, multi-level voice conferencing, host swap transfer, dynamic scripting, and so much more. iNexus is built on HTML5 and WebRTC standards to deliver greater versatility and amazing audio quality.

Tellennium is an enterprise expense management company – traditionally known as telecom expense management (TEM) - that provides companies with technology and expertise to efficiently manage recurring telecom, mobility, utility, and other technology expenses. The platform, Management of Things™, has been recognized by the AOTMP as the hottest new IT solution of 2021. Our SaaS solution – powered by our MoT technology platform – is designed to help modern-day enterprises manage their communications network services, assets and expenses. Our solution helps TEM teams gain full visibility and control over their network operations and spend. The technology drives automation workflows and facilitates the identification of billing errors and network optimization opportunities, both which drive expense management savings for the enterprise. Our MoT technology platform supports TEM needs and expands capabilities for the 21st Century into what we refer to as the Management of Things.

Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.

Zultys has created its Integrated Contact Center (ICC) to optimize operations and effi­ciently handle a high volume of customer calls. Available as a web-based or desktop application, it comes pre-packaged with features designed to streamline processes and enhance the customer experience. ICC can improve the productivity and effectiveness of customer service departments of any size and call volume. Intelligently process incoming calls to agent phone lines based on preset rules and real-time conditions. Incoming calls can ring all employees in the department, or one person at a time, depending on the work style. An incoming caller can be routed to the best employee to help them based on specific criteria. If a customer calls back within a certain amount of time, their call can be sent to the same agent who helped them before, so they don’t have to explain themselves again. A real-time, customizable view of all activity with Wallboard and SuperView.

Onboard instantly, increase conversions and expand wallet share. Deliver the digital experiences your customers have come to expect. Our white-labeled solution includes digital account opening, loan origination, cross selling and business intelligence. Works with your core banking system. Rapidly roll out charitable financial experiences that increase member engagement and unlock referrals. Transform your digital user experience, not your back-office processes and systems. Loan origination and account opening for community banks with the business intelligence, smart marketing automation and slick user experience needed to compete with fintechs. Pre-fill applications for additional products with customer's existing information.

Cloud Alert is the most secure, cost-effective and interactive instant notification system for mobile devices, a superior alternative to push notifications and SMS A2P alerts. It is a powerful, yet simple, combination of cloud and mobile app technology that enables banks and customers to communicate at a fraction of traditional SMS messaging costs. Designed for transactional alerts, it supports reporting fraudulent transactions, sending one‑time passwords (OTPs), reporting lost or stolen cards, securing “card not present” transactions, and customer approval workflows in real time. A messaging gateway integrates with a bank’s systems to send encrypted alerts; an intelligent communication protocol and transport cluster routes and stores messages across multiple servers worldwide; and a freely downloadable mobile app displays decrypted notifications, allowing interaction such as approval or rejection of transactions.

Stay closer to your loved ones. Choose your destination to see what we can offer. Forget about disconnection. Now staying in touch is only one app away. Talk and text with a reliable, low-cost service that delivers on its promise to help you keep in touch across the miles. Create a new account now and get $2 to start calling. We want your money transfers to be easy, convenient, and safe. Enjoy low fees, excellent exchange rates, and easy repeat transactions. Discover the power of international money transfer in just a few clicks. Your first transfer is free up to $300! An easier way to stay connected with loved ones and ensure their mobile never runs out of balance. With BOSS Revolution you can send mobile airtime to over 150 carriers across 90 countries with just a few clicks. Stay connected with your loved ones and get a $2 bonus when you download our calling app. Great rates, free calls, and crystal-clear connection. Stay in touch wherever you are with our mobile app.