Syft Analytics
Acquisition in 2024
Syft Analytics is a developer of a financial reporting and analytics application tailored for small businesses, accountants, and bookkeepers. The company offers an interactive and collaborative tool that simplifies the visualization of financial data through a user-friendly dashboard. Its cloud-based analytics platform integrates seamlessly with clients' existing cloud accounting software, enabling the instant generation of comprehensible graphs and reports. Syft Analytics produces essential financial documents such as income statements, balance sheets, cash flow statements, and management accounts with variance analysis. Additionally, it calculates key performance ratios, empowering clients to better understand their financial data, create detailed reports, forecast future performance, track progress, and benchmark their business performance effectively.
Trilogy Software
Acquisition in 2021
Trilogy Software creates a suite of tax software for Canadian accountants, bookkeepers and tax professionals.
LOCATE Inventory
Acquisition in 2021
LOCATE Inventory is a cloud-based software company that specializes in inventory and workflow management solutions tailored for small to mid-sized enterprises (SMEs). The platform provides an enterprise-level resource planning (ERP) system that enhances operational efficiency through advanced automation capabilities. By integrating various business functions such as purchasing, sales, accounting, and billing, LOCATE Inventory enables its clients to effectively address their inventory challenges and supports their growth in a competitive market. The software's accessibility and comprehensive features make it a valuable tool for mid-market businesses seeking to streamline their operations and improve overall performance.
Instafile
Acquisition in 2018
Instafile Ltd, founded in 2016 and based in London, offers a cloud-based solution for accounts and tax production that integrates seamlessly with Xero, an online accounting software popular among small businesses. The company specializes in providing tools for UK accountants, bookkeepers, and small businesses to efficiently prepare and file corporation tax returns and statutory accounts with compliance bodies. By simplifying these processes, Instafile helps its clients enhance their operational efficiency.
Hubdoc
Acquisition in 2018
Hubdoc Inc. is a Toronto-based company founded in 2011 that specializes in automating the collection and processing of financial documents. Its mobile application allows users to capture receipts, bills, invoices, and statements by taking photos, forwarding emails, or scanning documents. The platform leverages cloud computing and machine learning to convert these documents into usable data, facilitating efficient financial reporting, reconciliation, and audit proofing. Hubdoc primarily serves small and medium-sized businesses, as well as accountants and bookkeepers, enabling them to streamline their operations and focus more on managing their business rather than handling paperwork. Since August 2018, Hubdoc has operated as a subsidiary of Xero Limited.
Monchilla
Acquisition in 2014
Monchilla is a company dedicated to simplifying accounting for small business owners. It offers an online platform that streamlines payroll management and payroll tax payments, making these essential tasks more manageable. The company also provides a financial dashboard that empowers users to make informed decisions, allowing them to visualize their financial future and assess the impact of various business decisions, such as hiring new employees. By prioritizing ease of use and clarity, Monchilla aims to transform the way small business owners interact with their financial responsibilities, fostering a more positive relationship with accounting.
WorkflowMax
Acquisition in 2012
WorkflowMax is a cloud-based job management solution designed for small to medium-sized service-focused companies. It streamlines operations by integrating project management, time tracking, quoting, invoicing, and financial reporting into a single intuitive platform. The software caters primarily to industries such as web design, software development, creative services, IT services, architecture, engineering, and construction.