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Accounting, Finance

Accounting, Finance
SaaS Products

Keep your books in check with the best finance tools. Empower your CFO with these accounting tools, bookkeeping software, and other finance SaaS.

Categories & Collections

30% CASHBACK All Plans. Forever.

Save up to $360/year

Advanced startup scoring platform for VCs, family offices & angels; revolutionizing capital raises & investments.

Free Starter Plan

Your investor relationship hub. Update investors, raise capital and track metrics from a single platform.

20% first-year discount

Save up to $5,000

Carta is building a global ownership management platform to help companies, investors, and employees manage their equity

Arc Platinum free for one month

Save up to $1,000

Cash management & growth capital for tech companies. Receive $5.75M FDIC & SIPC coverage, venture debt & 24/7 support.

25% off your brokerage fees

Estimated savings: up to $1,500

A digital insurance brokerage firm that provides risk management solutions for venture-backed companies.

Get 10% off your financing rate

Save up to $10,000

The most flexible, non-dilutive funding for your subscription-based or SaaS business.

20% Discount for 6 months

Save up to $10,000

A fractional COO service leading early-stage tech companies from 0-1.

20% DISCOUNT All Plans. Forever.

Save up to $3,000/year

Eqvista offers cap table management and valuation services tailored to fit the needs of businesses of all sizes

20% Discount for 6 Months

Save up to $5,000

Accounting, strategic finance and tax, for startups. Born out of a VC fund, we understand early stage companies.

Save up to $3,000

Canopy is a software platform that streamlines the administrative processes for private equity co-investments and SPVs.

20% Discount + $500 Off

Save up to $10,000

Forecastr makes financial modeling easy for founders!

Chargebee for Startups

FREE until your first $1Million in revenue

Save up to $7,500

The leading Revenue Growth Management (RGM) platform for subscription businesses of all sizes.

15% CASHBACK All Plans. 2 Years.

Save up to $718/year

Bench is an online bookkeeping service that provides a dedicated bookkeeping team and software to balance your books.

Calqulate Metrics

30% CASHBACK All Plans. Forever.

Save up to $4,320/year

Financial Analytics and Growth Metrics for SaaS companies.

Entendre Finance

15% CASHBACK All Plans. Forever.

Save up to $538/year

Automate Web3 bookkeeping with AI-driven crypto accounting. Streamline end-to-end processes, eliminate manual tasks.

Fidelity Private Shares

Free Launch Program or 20% Discount

Save up to $3,000/year

Equity management platform offering solutions for generating, executing, and storing legal documents confidently.

30% CASHBACK All Plans. Forever.

Save up to $1,976/year

Credible projections and pre-built financial models for SaaS companies.

30% CASHBACK All Plans. Forever.

Save up to $162/year

InvoiceBerry helps businesses to send out invoices and get paid faster with built-in payment options.

25% CASHBACK All Plans. Forever.

Save up to $1,800/year

AI financial controller that provides assurance in your contractual obligations for AP & AR.

10% CASHBACK All Plans. Forever.

Save up to $3,120/year

Automate your sales tax compliance globally with accurate calculations and efficient e-commerce integration.

No banking fees for first 2 years

Save up to $1,000

We are not like other banks. At Pacific Western Bank, relationship banking is not the exception, but the rule.

15% CASHBACK All Plans. Forever.

Save up to $16,200/year

Automated Chief Revenue Officer platform for SaaS companies seeking to optimize their growth from Seed to Series C.

Punch Financial

25% Discount for 3 Months

Save up to $5,000

Punch is a full-service bookkeeping & CFO firm. We specialize in bookkeeping & CFO services for startups & venture.

10% CASHBACK All Plans. Forever.

Save up to $960/year

Intuit QuickBooks is small business financial software supporting start-ups track, organize, and manage their finances.

20% CASHBACK All Plans. Forever.

Save up to $1,246/year

Quote-to-cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your sales process.

Free Consultation + Reduced Rate

Save up to $1,000

Retrievables is a marketplace that connects businesses that are owed money to collections attorneys.

20% DISCOUNT All Plans. Forever.

Save up to $9,000/year

SAP® Concur® reinvents travel, expense, and invoice management, simplifies processes, and improves employee productivity

20% CASHBACK All Plans. Forever.

Save up to $6,000/year

SimpliCapital: Elevate cash flows with AI-driven SaaS! Boost cash availability by 20%, cut borrowings, & unlock savings.

20% CASHBACK Plus Plan. 1st Year.

Save up to $144/year

Square retail is a comprehensive, all-in-one POS solution designed specifically for retail businesses.

30% CASHBACK All Plans. Forever.

Save up to $2,160/year

With automatic mileage tracking & reporting, TripLog streamlines your team’s mileage and expense reimbursement process.

25% CASHBACK All Plans. Forever.

Save up to $2,997/year

Trusted by service companies to attract and approve more customers using digital applications and automated underwriting

50% DISCOUNT All Plans. 3 Months.

Save up to $105

Xero is online accounting software with time-saving tools to help small business owners take control of their finances.

15% CASHBACK All Plans. Forever.

Save up to $2,160/year

Outsourced accounting, bookkeeping, bill-pay, payroll, tax and investor/stakeholder reporting

15% CASHBACK All Plans. Forever.

Save up to $495/year

Zoho Books is online accounting software that manages your finances, and automates business workflows.

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