Alternatives to wolterskluwer

Stackz is an investment tracking dashboard that consolidates investments, performance, and dividends in one place. It allows users to connect brokerage accounts and provides insights to invest more thoughtfully.

Fyno was an automated bookkeeping software designed for freelancers, small businesses, and accountants. It offered features like AI-powered receipt and invoice scanning, transaction reconciliation, and customizable accounting workflows.

MEYKA AI is an AI-powered stock research platform that combines real-time stock news, crypto market intelligence, portfolio analytics, and personalized investment insights. It offers tools such as a stock screener, AI stock analyst, strategy backtesting, and portfolio management to help investors make informed decisions.

MiniValuator is a stock evaluation tool that provides an intrinsic value estimate and a clear verdict on US-listed stocks based on discounted cash flow (DCF) analysis. It offers transparency into every input and allows users to adjust assumptions to customize the valuation.

MintConvert is a tool that converts PDF bank and credit card statements into various formats such as CSV, Excel, QuickBooks QBO, Xero, OFX, and JSON in under 30 seconds. It is designed specifically for accountants and bookkeepers to eliminate manual data entry and ensure accurate, import-ready files without reformatting.

Moneko is an AI-powered budgeting app for iPhone and Android that captures expenses via chat, receipts, voice notes, and mobile alerts. It supports envelope-style budgeting with Pockets, personal and household finance modes, recurring bills, net worth tracking, and WhatsApp-based money updates.

StableCorp offers a platform to incorporate US LLCs or C-Corps, bank globally, invoice in stablecoins, and maintain compliance from day one. It is designed for founders working without borders, providing incorporation, banking, invoicing, and compliance in one platform.

Nocotax is a software solution designed to automate tax calculation and invoicing for platforms and marketplaces in the event industry, handling registrations, tickets, exhibitors, and sponsorships across countries and transaction types. It simplifies complex tax and invoicing requirements for international events and high transaction volumes through an API-first integration.

Deploy automated trading bots live 24/7 based on tested strategies. Drag-and-drop visual strategy builder with blocks for data sources, indicators, comparisons, and orders. AI-powered strategy generation from plain English descriptions to create initial drafts.

Optioneer is a software platform for tracking options portfolios, understanding profit and loss (P&L) and Greeks, finding trading opportunities, testing trades against actual portfolios, and managing positions. It supports multi-leg strategies, portfolio analytics, and integrates with brokerages for read-only synchronization.

Anyrow is a software platform that extracts invoice data from PDFs, scans, and spreadsheets into an editable table format. Users can edit, sort, filter, and export invoice data as CSV or Excel files without needing to retype invoices manually.

Mimic is an iOS app that tracks insider stock trades and congressional stock trades using SEC Form 4 filings and STOCK Act disclosures. It updates insider trades within 30 minutes of filing and congressional trades once a day, providing real-time alerts and trade simulations.

MultiMMR is a SaaS revenue tracking platform that connects unlimited Stripe accounts to provide a unified view of a SaaS portfolio with real-time MRR tracking and analytics. It offers actionable insights, smart alerts, goal tracking, and secure data handling to help SaaS founders monitor and grow their revenue efficiently.

MySubs is a subscription tracking software that helps users monitor their subscriptions, upcoming renewals, and spending with clear analytics. It offers a dashboard overview, renewal reminders, and advanced analytics to help users save money and manage subscriptions effectively.

Next Big Trend is a stock market analysis platform that allows users to search stocks, follow major indexes, and analyze market moves in one place. It offers AI-powered stock screening and chart analysis to help users explore the market based on their ideas described in plain language.

Nudge is an automated invoice follow-up software designed for freelancers to help get invoices paid on time without awkward conversations. It works with any invoicing tool and automates polite to firm reminder emails until payment is received.

OpenBudget is a financial software that connects your bank accounts to AI tools like Claude and ChatGPT, as well as Google Sheets and Excel, to provide real-time answers about your money. It supports over 10,000 banks and cards, automatically categorizes transactions, and syncs data without CSV exports.

Orbit Money is a personal finance app that tracks expenses, holdings, cash flow, and invoices in one place. It supports multiple currencies and provides real-time syncing and financial insights through a responsive web app.

KASH is a financial coaching software that connects securely to your bank accounts and provides budget insights via conversational interfaces like WhatsApp, ChatGPT, and Claude. It offers real-time answers to financial questions, budget planning, and expense tracking with a focus on ease of use and data security.

Khosmos is an intuitive invoicing application designed for artisans and small businesses to create quotes quickly, collect electronic signatures, and convert quotes into invoices with one click. It supports compliance with electronic invoicing regulations and offers real-time performance tracking and team management features.

KontoCSV is a web-based service that converts PDF bank statements, including scans and photos, into CSV or Excel formats. It supports over 54 German banks and international banks, processes large files up to 2 GB, and offers batch processing with GDPR-compliant data handling on servers in Frankfurt.

Kontu.io is a budgeting software that allows users to plan everyday spending and one-off projects in any currency. It supports shared budgets for partners or groups and helps users understand their money better by tracking income, expenses, and allocations over time.

Lucanto is a comprehensive invoicing and finance management software designed for freelancers, sole traders, and companies. It integrates invoicing, quotes, expenses, taxes, and team communication into a single workflow with AI document extraction and multi-currency, multi-language support.

MassInvoices is a web-based SaaS that automates the downloading of Stripe invoices, receipts, and credit notes each month. It centralizes invoice management for entrepreneurs, accountants, and businesses using Stripe, providing ZIP files of documents via email.