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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

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.

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% 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.

Lighter Capital

Get 10% off your financing rate

Save up to $10,000

The leader in Revenue-Based Financing. Non-dilutive, quick, and easy financing to empower your startup’s growth.

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% 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.

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

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.

Free Starter Plan

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

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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