Best Trifact365 Apps

Invocket: Invoice & Estimate

Easy Bill & Receipt Generator

Free

Generate professional invoices and estimates quickly from your mobile device. Manage client records, track payments, and customize documents with your branding. Offers AI-assisted estimate creation and offline functionality for core tasks.

TaxDome Client Portal

Safe accounting client portal

Free

Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

Relay | Business Banking

Banking.* Bills. Invoices.

Free

This online business banking platform offers small business owners comprehensive control over their cash flow. It provides multiple checking accounts for expense segregation, customizable debit and credit cards with spending policies, and various payment options including ACH, wires, and checks. The app also features automated money management tools and offers rewards on purchases and interest on savings.

24SevenOffice AI Approval

by Vic.ai AS

Free

This AI-powered platform streamlines accounting processes by automating invoice approvals. It leverages advanced technology to handle a high volume of financial documents efficiently.

Client Hub

by CLIENT HUB INC.

Free

Streamline client interactions and document management for accounting firms. This app centralizes client information, moves communications out of email, and enables clients to access their files independently.

Ambrook

Know your numbers, anywhere

Free

Manage your farm, ranch, or business finances on the go with this powerful mobile accounting tool. Track expenses, send invoices, pay bills, and generate reports directly from your device, designed for owner-operators.

Mercury | Bank Differently

Business and personal accounts

Free

This app provides business and personal banking solutions designed for entrepreneurs and ambitious individuals. It offers features like payment processing, expense management, invoicing, and high-interest savings accounts, all managed online.

Ottimate Mobile

by Qubiqle Inc

Free

Digitize and manage restaurant invoices automatically. Upload documents to the cloud for coding, reconciliation, and approval. Export data to over 150 accounting systems, eliminating manual data entry and paper storage.

Digitoo

Invoice processing with AI

Free

Automate your invoice processing with AI-powered data extraction and multi-level approvals. Get a digital overview of your invoices and receipts to simplify accounting and focus on business growth.

Jump AI

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

YoozMobile Rising

E-invoicing & P2P Automation

Free

Streamline your business's financial processes with a cloud-based solution for e-invoicing and purchase-to-pay automation. Capture, approve, and manage documents on the go, synchronizing seamlessly with the web application.

Vic.ai

Bringing AI to accounting

Free

This platform leverages artificial intelligence to streamline accounting processes. It has successfully processed a significant volume of invoices, offering advanced automation for financial tasks.

Flex Finance

All-in-one business finance

Free

Manage your business finances with a credit card offering net-60 payment terms and an integrated super app. Automate accounts payable, track expenses, and generate invoices to streamline operations and support growth.

MarginEdge

by MarginEdge

Free

Capture and submit invoices for processing within 24-48 hours. View sales data from your POS, updated daily, and access your invoice history for the past 90 days. Receive guidance on best practices for image capture.

Kylon

AI Team Runs Your Business

Free

This application provides an AI agent team to handle operational tasks across various business functions like sales, marketing, and finance. It leverages company context to understand requests and execute work through existing tools, streamlining workflows and connecting knowledge.