Manage financial tasks in real-time.
The app provides real-time access to financial tasks for users with Unit4 Financials by Coda. Users can view, manage, and respond to tasks, enabling them to be routed to the next stage in business processes.
Showing 61–80 of 1,000 ranked alternatives.
Denys Ievenko
Track , manage tasks, invoice clients
Create and manage tasks and subtasks with color-coded labels and search functionality. Track task completion and spent. Generate invoices and calculate costs. Sync data across devices and operating systems.
Vaibhav Pandya
Track prices and financial reports
Track and rankings with real-time data from SEC Edgar. Search for over 10,000 stocks and view historical performance. Analyze financial metrics, compare companies, and set up alerts for price changes. Export data and generate reports.
PROFIT Financial, Inc.
Manage prepaid cards and book expenses
Manage business finances with prepaid cards, automated bookkeeping, invoicing, and merchant services. Pay bills, schedule payments, and access banking features. Track expenses and generate reports within the .
Accio, Inc.
Capture meetings, write notes, update tasks
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
RightCapital Inc.
Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
AC INFOTECH INC
Track expenses and store
Store and track expenses with image capture and categorization. Add notes and tags for organization. Sync to email and integrate with financial management tools. View daily, monthly, and yearly expense summaries.
峰 高
View download tasks from your home server
Monitor download tasks from a home server. View active downloads, pause or resume transfers. Supports , qb, and Aria2c. Manage download queues and track progress in real time.
eCommission Financial Services, Inc.
Track deals, sync contacts, manage tasks
Track real estate deals and commissions with task management and note-taking. Sync contacts and automate bookkeeping. Forecast taxes and income. View bank balances and business mileage deductions. Monitor debts and expenses in one place.
Appian Corporation
Monitor, collaborate, and take action.
The app provides mobile access to business processes and enterprise data. It offers mobile task management, a collaborative activity feed, and offline forms processing.
Gerson Lehrman Group
Manage tasks and share expertise
Manage projects with a unified view of past, current, and upcoming tasks. Respond to client requests and track engagement. Access new opportunities and stay organized with task management features.
Huu Phuoc Loi
Manage tasks, track progress, organize daily goals
Create tasks with or without due dates, reminders, recurrence, and address. View current, next, and completed lists. Track upcoming tasks with visual and numeric day counters. Change status manually. Remove ads via in- purchase.
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