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FinOps Software
Software Index
Group
System logo
System name
Description
Preference
HR Software
1
These are the top of the UK market (as identified by PayFit) + PeopleHR
Xero
Xero is a simple but effective finance system
Our preferred system for startups outside of certain conditions (in particular complex groups)
Sage
Sage provides a comprehensive but complex suite of tools to manage businesses, including finance and accounting
Too pricey and complex. Lacking some key features on basic packages to be our recommended choice.
Quickbooks
Similar offering to Xero in functionality and features - favourite of US companies
A good alternative to SAGE and particularly useful for US companies/ subsidaries
Chaser
Chaser is an automated chasing system for credit control
Our preferred system for credit control as part of a wider process
Dext
Dext is an invoice management system
Our preferred system for invoice management.
Pros
Cons
Pleo
Pleo Bills - The new kid on the bloc
Pleo has been a widely used tool for expense management and has now branched in to Invoice management too
Pros
Cons
Visible
Our preferred system before investment in more complex BI tools
Transferwise
Transferwise has a focus on international payments
Our preferred system for making payments abroad - and now links automatically with Xero.
PayPal
Paypal has a focus on ease of receiving and making payments
Not our recommended choice for making international payments due to higher transaction fees.
Telleroo
Telleroo makes bulk payment uploads quick, easy and secure
Our recommended choice for making bulk payments easily where these cannot be uploaded directly to your banking system.
Vestd
UK-centric, with a focus on employee share scheme setup and management.
Good customer support
Competitive pricing £100-£150 a month, with an annual commitment
Our preference if looking to get set up on an EMI scheme and maintaining the scheme.
Good for >10 employees with expectation of future options being granted
Capdesk
Capdesk - UK-centric, with a focus on fundraising and legal documentation.
Our preference for UK based business already been through a few rounds of funding which has led to a more complex cap table.
Carta
Carta is a US-centric cap management system.
Our preference for US based business already been through a few rounds of funding which has led to a more complex cap table.
SeedLegals
UK-centric, with a focus on fundraising and legal documentation.
“Digital lawyers”
Competitively priced
Our preference for a business with a very simple cap table also looking for support in submitting an SEIS/EIS Advance Assurance.
Xero Expenses
Xero Expenses is a simple expenses system that has the advantage of living in Xero
Our preferred system for very small businesses
Pleo
Pleo is expense card and expense system, rolled into one
Allows individuals to have a “wallet” with individual limits
Virtual or physical cards available
Our preferred system for giving expense cards to employees (rather than personal expense claims)
Expensify
Expensify has sophisticated approvals flows and provides expense cards too.
Our preferred system for very businesses with complex approval flows
Dext
Receipt bank is easy to use with basic approval flows
Our preferred system for businesses who prefers handing off the autonomy to their employees
Soldo
Soldo is an expenses management system
Xero
Simple but effective payroll system for small businesses
Doesn’t deal with employee benefits very well
Our preferred system for small business with relatively simple payroll needs - 30 or fewer employees
Payfit
Payfit is a growing startup themselves
Integrates with HR software (hibob)
Our preferred software for larger businesses - 30 plus employees
Pento
Pento is payroll software provider
Does MoM variance analysis for you!
Pipe
For cash flow: convert your MRR customers into upfront cash
Airwallex
Alternative to Pleo - wallets in different currencies
HighCastle
Equity mangement, options and debt management, funding/data room
Broken link
2
Causal
Financial modelling tool that aims to replace using Excel for building forecasts and reporting Actual v Budget/Forecast tables
You can use it for free and link it to Google Sheets. If you want to link it directly to Xero it is expensive ($250 a month) but Quantico have a partnership with them so we do get some extra support
Google Sheets - link to templates? Sam W has a great subscription model template ;)
Causal?
Fathom
BurnRate - models People needs but they plan that v3 will integrate with HR systems and v4 will integrate with Accounting systems
28
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