financial-management
(18)
Omie found a better way in: the accountant
Omie brings invoices, inventory and cash flow into one cloud system for Brazilian businesses. Its growth story starts with the person who already knows where the paperwork hurts.
Informatix and the art of getting the money through
After California’s child-support computer system failed, Informatix helped counties go back to what worked. Its business today is a lesson in modernizing the machinery families depend on, one piece at a time.
BS&A and the Town Hall That Stopped Passing Paper
A Michigan software company found a durable business in the least glamorous corner of government: helping the people who collect taxes, pay staff and issue permits work from the same set of facts.
iplicit Spent Six Years Building. Then It Doubled Seven Years in a Row.
The British finance platform found a neglected customer: too complicated for small-business software, too sensible for a year-long ERP drama. Its answer was to build slowly, launch late and make the month-end close considerably less theatrical.
FinancialForce Put the Back Office Inside Salesforce - Then Outgrew Its Own Name
It began with a lonely cloud-accounting product and a blunt idea: stop making sales and finance argue over two databases. Seventeen years, a near-$1 billion buyout, and one overdue rebrand later, FinancialForce is now Certinia - and the original architectural bet still explains both its appeal and its limits.
Shahar Plinner Wants to Give the Solo Economy a Finance Department
He built a 3,500-client accounting practice, sold it, then started over with a harder idea: turn the lonely back office of self-employment into a system that plans all year.
Priority Software Spent 40 Years Making ERP Boring - and Built an $800 Million Company
Founded in the mainframe era, the Israeli company sells one promise to roughly 75,000 businesses in 70 countries: enterprise software people can actually change themselves. In 2024, Blackstone paid about $800 million for the pitch.
NetSuite and Sage Intacct Solve Different Problems
Two cloud ERPs can look identical on a shortlist and behave nothing alike after go-live. The better choice starts with one question: does the business need a broad operating suite or a finance system built around dimensions, funds and projects?
Your ERP Choice Was Made Before the Demo
NetSuite, Sage Intacct and Business Central divide the mid-market by ecosystem, while Workday and Odoo make sense at opposite edges. The useful question is not which platform wins, but which disruption your company can afford.
Mazeed Wants to Be the Finance Department in Every Small Business Owner's Pocket
The Dubai fintech is betting that Gulf businesses do not want another blank accounting dashboard. They want software that knows the rules - and a human expert when the rules get complicated.
Sage
Sage grew from a pub-side solution for one printer's paperwork into financial infrastructure for millions of businesses. Its next act is less about replacing the accountant than teaching software to chase invoices, explain anomalies and show its working.
AccountMate Software Corporation
AccountMate has spent four decades betting that the awkward parts of a business should shape its software - not be sanded away by it. In a cloud-first ERP market, that old-fashioned flexibility looks unexpectedly current.
Qoyod - قيود
Qoyod is a Riyadh-based cloud accounting and e-invoicing platform built for the Saudi market. Founded in 2016 by Abdullah AlDayel, it lets small and medium businesses issue invoices, track expenses, manage inventory and stay compliant with ZATCA (Fatoora) e-invoicing rules - without needing formal accounting expertise. It bundles accounting, point-of-sale and tax compliance into one Arabic-first, locally hosted system now used by tens of thousands of Saudi businesses.
Daisy
Daisy is an AI-native property management company for condos, co-ops and HOAs, founded in 2020 in New York City. It replaces the manual workflows and patchwork of tools legacy managers rely on with a single platform that unifies building finances, maintenance requests, compliance, board decisions and resident communication. Pairing proactive human managers with automation and AI agents, Daisy manages more than 4,000 units across nearly 200 buildings in NYC and has begun expanding into New Jersey, with a stated goal of national and global reach by the end of the decade.
Kantata
Kantata is a cloud software company that builds a purpose-built Professional Services Automation (PSA) platform for services organizations. Formed in 2021 through the merger of Mavenlink and Kimble Applications and backed by Accel-KKR, Kantata unifies project management, resource planning, time and expense tracking, billing, business intelligence and increasingly agentic AI so that consulting firms, agencies and other services businesses can scope, staff, forecast and deliver client work profitably. The company serves more than 2,000 organizations across 100+ countries, including Deloitte, Sage, Hitachi and NTT Data.
Workday
Workday is a Pleasanton, California cloud software company that runs the core people and money systems for large organizations. Founded in 2005 by PeopleSoft veterans Dave Duffield and Aneel Bhusri after Oracle's hostile takeover of PeopleSoft, Workday built a single-code-base, subscription-delivered platform for human capital management, financial management, planning, and analytics. It has grown into one of the largest enterprise SaaS vendors, serving thousands of organizations - including a large share of the Fortune 500 - and is now pushing agentic AI deep into HR and finance workflows.
Sage Group
Sage Group is a British multinational software company based in Newcastle upon Tyne that builds cloud-based accounting, payroll, HR and ERP tools for small and medium-sized businesses. Founded in 1981 and listed on the London Stock Exchange as a FTSE 100 constituent, Sage serves millions of customers across 23 countries with products spanning Sage Accounting, Sage 50, Sage Intacct and the AI assistant Sage Copilot.
NetSuite CRM
NetSuite is the world's first cloud ERP and CRM platform, founded in 1998 by Evan Goldberg and now owned by Oracle. Trusted by 43,000+ organizations across 220 countries, NetSuite unifies financials, CRM, e-commerce, HR, and supply chain in a single cloud-native suite — making it the go-to business operating system for companies scaling from startup to enterprise.