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Accounting, Finance

Accounting, Finance

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

Or ask Shaman SaaS-related questions.

Categories & Collections

$0 Per Month Subscription

Save up to $2,500/year

Running a business is hard. Your payments shouldn’t be. Set up Forwardly in under 5 minutes with no subscription fees.

J.P. Morgan Cap Table

Free < 100 Stakeholders + Compl. Onboarding.

Save up to $10,000/year

Effortlessly manage your company's ownership & equity with our intuitive cap table management platform for founders.

RecordsKeeper.AI

25% CASHBACK All Plans. Forever.

Save up to $1,854/year

RecordsKeeper.AI is an AI-Powered Records & File Management Automation platform

25% CASHBACK All Plans. Forever.

Save up to $2,854/year

Thera is an ecosystem of financial apps for modern businesses.

Up to 40% Off Processing Fees

Save up to $8,854

Finix empowers customers to accept payments, automate workflows, enhance customer experiences, and quickly grow revenue.

Altitude Programs

$500 DISCOUNT Any course or 1:1 session

Altitude Programs provides live education and 1:1's to help startups with finance and fundraising.

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.

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.

10% Off + Premium Onboarding

Save up to $2,000

Empowering global startup teams to be motivated by their equity & stock options. Global from day 1.

Calqulate Metrics

30% CASHBACK All Plans. Forever.

Save up to $4,320/year

Financial Analytics and Growth Metrics for SaaS companies.

Save up to $3,000

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

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

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.

30% CASHBACK All Plans. Forever.

Save up to $360/year

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

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.

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

Escalon Services

50% off set-up fees + $500 off tax filings

Save up to $5,000

Escalon provides your company an experienced, one-stop shop for all your essential business services.

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.

20% Discount + $500 Off

Save up to $10,000

Forecastr makes financial modeling easy for founders!

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.

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.

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.

Neo.Tax R&D Credit

Save up to $25,000

Prepare your R&D credit with Neo.Tax and save 25% off the processing fees.

Oracle NetSuite

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See estimated savings in your account

One unified business management suite, encompassing ERP/Financials, CRM and ecommerce for more than 34,000 customers.

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.

Get 20% off for 6 months

Save up to $3,000

Your dedicated accounting team Pilot provides accounting, CFO, and tax services for startups and growing businesses.

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.

15% Discount + Custom Onboarding

Save up to $3,000

Pulley is the only equity platform with everything you need for all your stakeholders.

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.

20% CASHBACK All Plans. Forever.

Save up to $2,000/year

Qapita is a full-stack equity management platform that enables startups to manage their Captables and global stock plans

10% INSTANT DISCOUNT All Plans

Save up to $119/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.

Access sales early. Zero fees or interest.

Save up to $10,000

Receive eliminates payout delays and won't cost you a thing. Zero fees, interest, or credit checks.

Save up to $5,000

Rippling helps Global businesses manage every employee system — Payroll, Benefits, Computers, Apps and more.

10% CASHBACK All Plans. Forever.

Save up to $12,700/year

The revenue operations partner that builds the performance capacity you need to hit your goals and scale your business.

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.

20% Discount for 6 months

Save up to $10,000

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

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

Free Starter Plan

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

75% DISCOUNT All Plans. 6 Months.

Save up to $696

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

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