
BrightReturn - Alternatives & Competitors
Integrated Client Portal and Workflow Automation for Professional Services
BrightReturn streamlines business operations for professional service firms through an all-in-one client portal, automated workflows, and secure document sharing. Designed for accounting, legal, and agency professionals, it accelerates invoicing, improves client experience, and drives business growth.
Ranked by Relevance
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1
My CPA Dashboard Streamline Accounting Firm Management with Secure CRM Solutions
My CPA Dashboard is an all-in-one online CPA practice management software designed for accountants, CPAs, and bookkeepers, offering secure document storage, e-signatures, and streamlined client communication. Enhance efficiency and productivity with its robust client portal and efficient workflow features.
- Free Trial
- From 49$
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2
Hubflo The All-in-One Hub to Work with Clients
Hubflo is a comprehensive client portal solution that streamlines business operations with integrated tools for file sharing, contracts, messaging, tasks, CRM, and billing. It helps service businesses improve client experience and operational efficiency.
- Freemium
- From 72$
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3
HoneyBook Client relationships start and grow on HoneyBook
HoneyBook is a comprehensive client management and business automation platform that helps independent businesses streamline their client workflows, from proposals and contracts to invoicing and payments.
- Freemium
- From 16$
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4
BillingPlatform AI-Driven Revenue Lifecycle Automation for Enterprise Monetization
BillingPlatform is an enterprise-grade, AI-powered platform that automates and optimizes the entire revenue lifecycle, from billing and invoicing to financial reporting and predictive analytics. It empowers businesses to streamline operations, reduce revenue leakage, and accelerate growth with advanced automation and insights.
- Contact for Pricing
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5
Financial Cents How accounting firms get work done.
Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.
- Paid
- From 69$
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6
AI Invoicer No More Late Payments! Automate Invoices & Take Charge of Your Finances.
AI Invoicer is an AI-powered platform designed to automate invoice creation, management, and tracking, helping businesses streamline financial workflows and accelerate payments.
- Freemium
- From 9$
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7
Smart Invoices AI-Powered Invoicing Made Easy
Smart Invoices leverages AI to simplify invoice creation, management, and tracking, ensuring organized finances and timely payments.
- Free
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8
Retainr Productize your creative work with AI & Automated Flows
Retainr is a comprehensive white-label client management platform designed for agencies and freelancers, offering project management, client portals, and automated workflows with built-in AI capabilities.
- Freemium
- From 57$
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9
Retainia All-in-one Agency Management & Client Portal Solution
Retainia streamlines agency operations with integrated task management, invoicing, and a custom-branded client portal for enhanced productivity and client satisfaction.
- Paid
- From 7$
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10
BoardFast Automate Contractor Management and Billing for Digital Service Firms
BoardFast streamlines administrative processes for digital service companies, automating contractor management, billing, and documentation within a secure, customizable platform.
- Paid
- From 8$
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11
Invoicer.ai Unlimited Invoicing and Estimates with AI-Powered Expense Management
A comprehensive invoicing platform that offers unlimited invoicing, estimates, and client management with AI-powered expense tracking and receipt capture capabilities.
- Freemium
- From 10$
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12
Quantinor AI-Powered Bookkeeping Automation for Accounting Firms
Quantinor streamlines bookkeeping and accounting workflows using intelligent automation, enabling professionals to handle more clients with accurate financial reporting and seamless integrations.
- Freemium
- From 35$
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13
AnyHow Automate, Organize, and Streamline Your Business Operations
AnyHow is an all-in-one business management platform designed to automate workflows, centralize documentation, and streamline client communications for companies and freelancers.
- Paid
- From 6$
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14
Koteshen Dead simple invoicing that doesn't suck
Koteshen is a streamlined invoicing platform designed for businesses and freelancers, offering automated billing, customizable templates, and intelligent payment tracking features.
- Freemium
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15
TherapySync Comprehensive Contract Therapy Business Management Software
TherapySync offers an all-in-one contract therapy management solution featuring customizable documentation, billing, payroll, and interactive portals for seamless business operations.
- Contact for Pricing
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16
WiseTime AI-Powered Autonomous Legal Time Tracking
WiseTime leverages advanced AI and automation to deliver seamless, autonomous time tracking for legal professionals, reducing administrative workload and maximizing billable hours.
- Contact for Pricing
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17
ReBilling Effortless Invoicing and Recurring Billing for Businesses
ReBilling streamlines invoicing and recurring billing, empowering freelancers and companies to automate payment processes, manage clients, and receive payments faster through a user-friendly cloud platform.
- Freemium
- From 2$
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18
SpineLegal Comprehensive Legal Software And services trusted by law firms worldwide
SpineLegal is an all-in-one, cloud-based legal software designed to streamline operations for law firms. It enhances efficiency through practice management, case management, legal accounting, and AI-powered automation.
- Free Trial
- From 63$
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19
SwiftCliq The Ultimate Client Portal for Freelancers and Clients
SwiftCliq is an all-in-one client portal designed for freelancers and clients to streamline project management, communication, file sharing, and invoicing through a unified dashboard.
- Other
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20
Sonny9 AI Front Office for Professional Services Firms
Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.
- Paid
- From 190$
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21
Voltane Customizable invoicing and CRM software for streamlined business operations.
Voltane offers tailored invoicing and CRM software with modular features designed to improve efficiency, collaboration, and integration for businesses of all sizes.
- Free
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22
Formisoft The Smart Client Intake Solution for Modern Professionals
Formisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.
- Freemium
- From 50$
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23
OkaySend Automate Client Document Collection with Ease
OkaySend streamlines the process of collecting documents from clients with automated reminders, secure client portals, and customizable workflows. Focused on eliminating tedious back-and-forth communication, it enhances productivity for professionals and teams of all sizes.
- Free Trial
- From 25$
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24
Bookkeeper AI Experience the power of AI automation with Bookkeeper AI.
Bookkeeper AI automates accounting tasks, streamlining financial management for businesses of all sizes. It offers features like automated payouts, workflow management, and real-time financial insights.
- Paid
- From 32$
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25
CraveInvoice Desktop and Cloud-Based Accounting Software for Businesses
CraveInvoice is a comprehensive accounting software offering billing, inventory, payroll, and project management solutions for manufacturers, distributors, retailers, and service providers.
- Freemium
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26
EasyCloudBooks All-in-One Practice Management Software for Chartered Accountants
EasyCloudBooks streamlines project, client, and compliance management for Chartered Accountants with automation, dashboards, and client collaboration tools. Enhance productivity, accuracy, and workflow efficiency with this centralized CA practice management solution.
- Paid
- From 12$
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27
ClientPort Elevate Your Client Experience with Seamless, Branded File Sharing
ClientPort is a modern client portal solution designed for freelancers to streamline project file sharing, communication, and branding with no-login secure access for clients.
- Pay Once
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28
Accurants All-in-One Business Management Platform for SMEs
Accurants streamlines business operations for small and medium-sized enterprises with an integrated suite including invoicing, accounting, CRM, payroll, and more. The platform helps businesses save costs, increase efficiency, and stay organized by offering multiple key functionalities in a single, user-friendly solution.
- Paid
- From 6$
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29
OCR Invoice AI Automate Invoice Data Extraction with Advanced AI OCR
OCR Invoice AI leverages AI-powered optical character recognition to accurately extract and structure data from invoices, streamlining accounts payable processes and reducing manual entry for finance teams.
- Paid
- From 150$
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30
NewLedger Smart Cloud Accounting Software for Modern Businesses
NewLedger is a cloud-based accounting platform that automates bookkeeping, invoicing, expense tracking, and financial reporting, designed for freelancers, entrepreneurs, and growing businesses seeking to streamline their financial operations.
- Paid
- From 19$
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31
Chargezoom AR Automation Powered by AI
Chargezoom automates accounts receivables, streamlining billing, invoicing, and payment processes to improve cash flow and reduce administrative workload.
- Paid
- From 9$
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32
Invoice & Estimate with Alto Professional Invoicing for Freelancers and Small Businesses
Invoice & Estimate with Alto streamlines invoicing, payments, and time tracking for freelancers, contractors, and small companies—available on iPhone and iPad.
- Freemium
- From 13$
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33
EliteInvoice Create Professional Invoices in 30 Seconds
EliteInvoice is an AI-powered invoicing platform that simplifies invoice creation, customization, and tracking for businesses of all sizes.
- Freemium
- From 5$
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34
Zintego Simplified Online Invoicing for Fast, Custom Billing
Zintego provides an easy-to-use online platform for creating, customizing, and sending professional invoices and estimates, helping businesses and freelancers get paid faster.
- Freemium
- From 7$
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35
Invoice Detector AI-Powered Invoice Processing for Accounting & Bookkeeping
Invoice Detector uses AI to automate invoice processing, extracting key information and validating documents with high accuracy and top-tier data security.
- Usage Based
- From 90$
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36
Robot of Business Custom Workflow Automation for Your Business
Robot of Business provides custom workflow automation solutions to enhance productivity and drive revenue growth. Automate recurring digital processes and streamline your business operations.
- Contact for Pricing
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37
BillingBee Smart Online Invoicing for Freelancers and Small Businesses
BillingBee is an AI-powered cloud-based invoicing solution designed for freelancers and small businesses, enabling effortless invoice creation, automated payment reminders, and streamlined financial management.
- Freemium
- From 5$
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38
CalendarCrush Transform Your Calendar Into Automatic Invoicing
CalendarCrush automates invoicing by transforming calendar events into accurate project bills, streamlining billing for freelancers, consultants, and teams.
- Freemium
- From 30$
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39
Besyncly Seamlessly Integrate Ecommerce, CRM, ERP, and Accounting Systems
Besyncly is a cloud-based no-code integration platform that synchronizes data between ecommerce, accounting, CRM, and ERP systems to automate manual processes and improve business efficiency.
- Contact for Pricing
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40
Laurel Turn Time Into A Profit Center
Laurel is an AI-powered timekeeping platform that helps professional services firms increase profitability and streamline timesheet management.
- Contact for Pricing
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41
Mauju Invoice Professional Invoice and Time Tracking Made Effortless
Mauju Invoice offers user-friendly, feature-rich invoicing and time tracking software, designed to help businesses create professional invoices, automate billing, and monitor cash flow efficiently.
- Free Trial
- From 4$
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42
SmartDocuments Automate and Manage Document Creation Effortlessly
SmartDocuments streamlines document creation, template management, and automation for businesses and organizations, integrating with major platforms for enhanced workflow efficiency.
- Contact for Pricing
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43
AgencyAnalytics Automated Client Reporting Platform for Marketing Agencies
AgencyAnalytics empowers marketing agencies with automated client reporting, customizable dashboards, and actionable AI-driven insights, streamlining agency operations and enhancing client satisfaction.
- Free Trial
- From 59$
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44
ProfitCents Advanced Financial Analysis and Advisory Platform for Firms
ProfitCents empowers accounting and advisory firms with automated financial analysis, industry benchmarking, and business valuation tools to enhance client cash flow and streamline audits.
- Contact for Pricing
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45
Clientjoy All-in-One Agency Growth and Client Management Platform Powered by AI
Clientjoy streamlines agency operations with AI-powered tools for client management, sales automation, invoicing, and communication, all within a white-labeled portal. The platform enhances productivity and client experience from lead generation to payment collection.
- Paid
- From 49$
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46
Tabs AI-powered revenue automation platform for modern B2B
Tabs is a comprehensive revenue automation platform that streamlines contract-to-cash processes, combining contract review, billing, receivables, payments, revenue recognition, and reporting in one AI-powered solution.
- Contact for Pricing
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47
Anybill Automated Tax Payment Platform for Businesses
Anybill streamlines and automates the tax payment process for corporations and large accounting firms, helping ensure timely and accurate payments to taxing authorities.
- Contact for Pricing
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48
Kaizan Client Relationship Excellence
Kaizan is an AI assistant designed for client-facing teams, empowering them to deliver exceptional client experiences and improve relationship management.
- Paid
- From 60$
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49
Integra Balance AI Bookkeeping Platform Tailored for Accounting Firms
Integra Balance offers an AI-driven bookkeeping platform designed for accounting firms, automating transaction categorization, reconciliation, and financial reporting.
- Paid
- From 55$
-
50
Book-Keeper.ai Automated Bookkeeping for Small Businesses
Book-Keeper.ai is an AI-powered bookkeeping software that automates bill and receipt organization, integrates with QuickBooks, and saves time and money for small business owners.
- Free Trial
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