CoinTracker is a portfolio & tax manager for cryptocurrency. It automatically syncs transactions into one unified dashboard and helps users file their crypto taxes with the click of a button.
Melio Payments Inc., known as Melio, offers a digital bill payment solution specifically designed for small businesses in the United States. Founded in 2018 and headquartered in New York, Melio provides a comprehensive digital accounts payable and receivable dashboard that enables small businesses to efficiently transfer and receive payments. The platform processes transactions and facilitates payments to vendors and suppliers through options such as mailed paper checks or bank deposits. By streamlining the payment process, Melio helps small businesses manage their cash flow more effectively, reducing the likelihood of late payment costs and enhancing overall financial control.
Clearbanc provides growth capital for web-enabled businesses through its 20-minute term sheet. The company offers fast, affordable growth capital to eCommerce and B2B/SaaS companies. Its investments range from $10K - $10M and its portfolio spans small businesses across the United States, Canada, and the United Kingdom to some of the fastest-growing consumer brands. Launched in 2015, Clearbanc uses proprietary underwriting technology to offer more capital at quicker speeds and more flexible terms than other financing alternatives.
Willful is building a suite of estate planning products for Canadians, starting with online wills. Using Willful, Canadians can create a will online in less than 20 minutes, for a fraction of the price of a traditional estate lawyer. Our goal is to make it easier to help people prepare for and deal with death, and to give Canadians and their families peace of mind that they have a plan in place.
Dryrun is a cash flow management software founded in 2012 and headquartered in Edmonton, Canada. It specializes in financial forecasting, enabling businesses to create and analyze various financial scenarios. The platform is designed for companies with annual revenues ranging from $1 million to $100 million, particularly those facing volatile cash flow. Dryrun provides automated forecasts combined with comprehensive modeling capabilities, making it a preferred choice for CFOs and financial professionals focused on short-term operational cash flow planning. Additionally, it allows users to export and share forecasting reports, visualize the impact of upcoming projects on sales, and effectively track customer needs.
Emma is an online insurance platform that aims to simplify and expedite the life insurance purchasing process. By leveraging innovative technologies alongside insurance expertise, Emma offers a personalized and fully online experience for clients seeking various insurance solutions. The platform provides a range of services, including term life insurance, child protection, death benefits, as well as car, home, and pet insurance. This approach allows clients to obtain suitable family coverage efficiently and affordably, making essential insurance products more accessible to a broader audience.
Otis AI offers a data-driven digital marketing platform that simplifies advertising for small and medium-sized businesses (SMBs). By utilizing artificial intelligence, Otis AI helps these businesses leverage their own data to acquire and retain valuable customers through an easy-to-use, one-click ad management system. The platform enables users to launch advertising campaigns across various social media channels while providing comprehensive analysis of marketing performance. Key features include automation of marketing efforts such as retargeting, online-to-offline attribution, and creative optimization. This allows SMBs to efficiently conduct cross-platform campaigns and maximize their return on investment in real-time. Otis AI serves as an essential tool for builders, creators, and small businesses aiming to enhance their marketing efforts with minimal complexity.
Homewise is a modern mortgage provider that leverages technology to streamline the home buying process. The company offers an online platform designed to simplify mortgage applications using clear language and automation. By utilizing artificial intelligence and data intelligence, Homewise scans the market for various mortgage options from multiple lenders, ensuring clients receive tailored solutions that suit their individual needs. This approach not only saves time for customers but also helps them secure competitive mortgage deals, ultimately enhancing transparency and affordability in the mortgage process.
Sparcblock is a streamlined B2B transaction, reducing data entry and paperwork and eliminating reconciliation that helps small businesses reduce processing time, increase efficiency, and save money through invoicing, approval, posting, and payment.
Rivvi is a fintech company that specializes in an autonomous payroll platform designed to automate payroll processes for businesses. By eliminating manual tasks, Rivvi's platform allows companies to calculate payroll immediately after each shift, facilitating faster employee payments. This system not only streamlines salary processing but also enhances operational efficiency, positively impacting the financial health of both businesses and their employees. Through its innovative approach, Rivvi aims to support organizations in improving their bottom line while providing workers with instant access to their earnings.
Paper & Coin aims to transform the way young adults think about and handle their money through financial coaching, courses, and content that helps Millennials eliminate debt, build wealth, and live the life of their dreams.
TradeGecko Pte. Ltd., established in 2012 and based in Singapore, specializes in inventory and order management software tailored for online businesses, particularly brand owners and distributors. The company offers a comprehensive suite of solutions, including its core platform TradeGecko, B2B e-commerce Store, mobile applications, and payment processing services. By integrating various sales channels, logistics, and accounting functions, TradeGecko provides users with a centralized system that simplifies operations and enhances efficiency. Key features of the platform include inventory control, purchasing, order management, customer relationship management, multichannel sales support, and detailed reporting capabilities. TradeGecko aims to alleviate the operational complexities faced by business owners, allowing them to focus on brand development and customer engagement.
Credit Karma is a personal finance company founded in 2007 and headquartered in San Francisco, California. It aims to assist individuals in making informed financial decisions by providing free access to credit reports and personalized financial advisory services. With a membership base exceeding 100 million, Credit Karma offers various tools and recommendations that help users secure better loan deals, save money, and monitor their credit status. The company's mission is to empower people to understand their finances and enhance their financial well-being.
ChronoBooks is a cloud-based service provider based in the United States that caters to accountants and small to medium-sized businesses (SMBs). The company specializes in offering solutions that allow users to view and restore historical activity from QuickBooks Online. Its services include continuous backup, time-travel restoration, company copy, and local backup options, ensuring that clients can safeguard their financial data and easily recover it when necessary.
Origami Logic, Inc. is a marketing analytics company based in Mountain View, California, established in 2011. The company specializes in providing a marketing signal measurement platform that collects and harmonizes data from various online and offline marketing channels, including web, email, social media, search, and video. This platform enables marketers to analyze and optimize their campaign investments by providing insights into the effectiveness of their marketing efforts. Global brands such as Procter & Gamble, HP, JCPenney, Intel, and Omni Hotels utilize Origami Logic's solutions to unify their marketing data, allowing them to search and organize this information in real-time. By empowering non-technical marketers to understand their marketing performance, Origami Logic helps organizations improve their overall impact. The company operates as a subsidiary of Intuit Inc. since a transaction announced in May 2019.
Applatix, Inc. operates as a subsidiary of Intuit Inc. and was founded by experienced leaders from various successful enterprise infrastructure companies. The company focuses on the evolving landscape of application development, distribution, and deployment through the use of containers. Applatix aims to streamline this process by providing essential building blocks for the container ecosystem, thereby facilitating a more efficient journey for developers and organizations. The company is also backed by Lightspeed Venture Partners, highlighting its potential and the confidence investors have in its mission.
TSheets.com, LLC develops cloud-based time tracking technology for organizations in the United States and internationally. Its online technology enables employees and employers, as well as their accountants and payroll managers to track, manage, and report time using a computer, mobile phone, GPS-enabled apps, text, dial in and more—with clock in/out punch card, and manual timesheet flexibilities. The company was founded in 2006 and is based in Eagle, Idaho. As of January 10, 2018, TSheets.com, LLC operates as a subsidiary of Intuit Inc.
Exactor is revolutionizing sales tax compliance by providing the next-generation, end-to-end solution for secure, reliable and accurate sales tax compliance efforts, including tax calculation, record keeping and tax processing. Exactor’s cloud based Software as a Service (SaaS) system introduces to sales tax compliance the same high standards and ease of use typically associated with payroll taxes. This allows you to focus on SALES, while Exactor deals with the TAX.
Specialties
Townsquared is a private and secure platform for businesses within a neighborhood to connect, communicate, and collaborate. Businesses within the same community share many values and challenges – communicating with each other empowers everyone to make smart decisions and succeed.
We know that your business is complicated and extends beyond your neighborhood – that is why Townsquared gives you the option to connect directly with businesses outside your neighborhood too.
Playbook HR the leading the leading integrated workforce management system for the on-demand economy. Manage everything from applicant tracking to compliance, all in one place. Playbook HR is the end-to-end solution for any company that engages independent workers including freelancers, independent contractors, shift-based workers, or temp workers.
Porticor infuses trust into the cloud with secure, easy to use, and scalable solutions for data encryption and key management. Porticor enables companies of all sizes to safeguard their data, comply with regulatory standards, and streamline operations. The company's Porticor Virtual Private Data solution protects the data layer of applications in the Cloud: Virtual Disks, File Systems, Databases and Distributed Storage. It works in the most popular cloud infrastructure (IaaS) and Cloud Platforms (PaaS).
ZeroPaper Serviços de Informática S.A. is a Brasília-based company that specializes in cloud-based financial management software tailored for small businesses, freelancers, and independent professionals. Founded in 2012 by André Macedo, Arley Moura, and Carlos Eduardo Alves Braga, ZeroPaper offers a range of services designed to streamline financial operations. Its software aggregates expense data from physical receipts and invoices, allowing users to organize this information digitally. Additionally, ZeroPaper provides functionalities such as generating detailed financial reports, tracking key performance indicators, issuing electronic invoices, and sending alerts via email and SMS. The platform also features interactive tutorials to assist users in navigating its tools and includes a comparison service to identify cost-saving opportunities based on common expenses in similar markets. In 2015, ZeroPaper became a subsidiary of Intuit Inc., enhancing its resources and capabilities in the financial management sector.
Acrede HR & Payroll Solutions is a cloud-based BPO distributor that centralizes business processes into a single platform. It provides organizations with technology and services that enables them to effectively deal with the challenges of global workforce management and payroll delivery. The platform is fully operational on tablet and smartphone devices, as well as being browser neutral. Acrede HR & Payroll Solutions was founded in 2010 and it is located in the United Kingdom. The company was acquired by Intuit on December 10, 2014.
itDuzzit is a web-based platform that integrates its users’ cloud-based applications by combining its pre-built connectors. It provides solutions to sync data between cloud-based applications. itDuzzit was launched in Chicago, Illinois.
PaySuite specializes in providing business and financial management solutions tailored for small to medium-sized enterprises, consumers, and accounting professionals. The company has developed a cloud-based payroll software that streamlines payroll processes, making it easier for businesses to manage their payroll efficiently. By focusing on the needs of accountants and bookkeepers, PaySuite enables these professionals to offer improved services to their clients. Overall, PaySuite aims to simplify financial management through innovative software solutions that cater to the specific requirements of its target market.
Check makes a mobile app that lets its customers track and pay for all of their bills right from their phone. It alleviates the hassle and stress associated with financial management for 10+ million people. The company was acquired by Intuit for $360 million in 2014. It was based in Palo Alto, California.
Mint Bills is an application designed to help users manage their finances by setting reminders for bill payments. It employs proprietary account aggregation technology to ensure secure payment processing within its mobile applications. The primary service offered by Mint Bills allows users to pay bills and monitor their bank accounts, credit card transactions, investments, and loan balances through a user-friendly interface. The application is available on both iOS and Android platforms, making it accessible to a wide range of users.
Lettuce is a simple order management system with a mobile sales app enabling your business to capture, track, and process orders anywhere in real time. We primarily focus on small and medium sized businesses.
Curious.com Incorporated is an online learning platform founded in 2011 and based in Menlo Park, California. The company connects teachers with lifelong learners by enabling users to create and explore lessons across a variety of subjects, including coding, technology, food, and craft. Curious.com emphasizes the importance of learning beyond traditional academic settings, promoting the idea that learning is essential for personal growth and development. The platform is designed to cater to individual interests and schedules, utilizing principles from learning science to enhance the educational experience. Curious.com aims to provide valuable tools for educators, recognizing their role as vital contributors to society, akin to business leaders and thinkers.
Docstoc is an internet company that operates an online platform designed for document management and sharing. It provides a marketplace where users and businesses can search, upload, and share a wide array of professional documents across various categories, including legal, business, financial, technology, educational, and creative fields. Additionally, Docstoc offers valuable resources such as lesson plans, articles, interactive tools, quizzes, and tutorials aimed at supporting both aspiring and established restaurateurs in planning, starting, and growing their businesses. Through its extensive repository of documents and educational materials, Docstoc serves as a comprehensive resource for professionals seeking to enhance their knowledge and operational efficiency.
Full Slate is a Seattle-based company that specializes in online scheduling software tailored for small businesses. The platform is designed to help local service providers efficiently manage their appointment bookings through features such as online scheduling, email reminders, credit card processing, calendar synchronization, and customer care management. By utilizing Full Slate's services, businesses can attract more clients and foster loyalty among existing customers, ultimately enhancing their operational efficiency and increasing revenue.
Level Up Analytics is a consulting company specializing in data science, big data, and analytics. The firm offers a range of services, including applied data analysis, strategic consulting, and the complete development of data-driven products. By leveraging advanced analytical techniques, Level Up Analytics helps organizations harness their data for informed decision-making and enhanced operational efficiency.
GoodApril is a software startup based in San Francisco, California, that specializes in tax planning and management solutions for individual American taxpayers. Founded in 2012 by Benny Joseph and Mitchell Fox, the company offers a range of services designed to help consumers calculate their tax bills and identify potential deductions and credits. One of its key products is Tax Checkup, an application that enables users to upload their tax returns for professional feedback on available tax benefits. GoodApril aims to simplify the tax process and enhance taxpayers' understanding of their financial situations. The company was later acquired by Intuit.
Clinkle is a San Francisco-based company focused on modernizing transactions through a next-generation mobile payment platform. It aims to facilitate day-to-day payments by allowing users to manage their transactions securely, utilizing 128-bit AES encryption to protect their financial information. The platform enables users to pay for everyday expenses such as meals and beverages with a regular debit card while earning rewards points for their purchases. Clinkle plans to launch its mobile wallet within the next year, aiming to transform the way individuals conduct financial transactions.
Elastic Intelligence is the developer and marketer of the Connection Cloud, the first and only real-time SQL-based Platform-as-a-Service for connecting to your SaaS data for reporting, BI and application development. The Connection Cloud greatly simplifies access to business information. Using Connection Cloud, business users and application developers can access their data from where it resides, eliminating the need for a data warehouse, or additional IT support. Elastic Intelligence also develops and markets the Data Liberator Toolkit, a free open source toolkit that enables SaaS vendors to enable their applications on the Connection Cloud. The company was incorporated in 2008 and is based in Menlo Park, California.
Curious.com Incorporated is an online learning platform founded in 2011 and based in Menlo Park, California. The company connects teachers with lifelong learners by enabling users to create and explore lessons across a variety of subjects, including coding, technology, food, and craft. Curious.com emphasizes the importance of learning beyond traditional academic settings, promoting the idea that learning is essential for personal growth and development. The platform is designed to cater to individual interests and schedules, utilizing principles from learning science to enhance the educational experience. Curious.com aims to provide valuable tools for educators, recognizing their role as vital contributors to society, akin to business leaders and thinkers.
Payvment is a leading social commerce platform specializing in facilitating online sales through Facebook. It offers brands and merchants a comprehensive suite of tools designed for social discovery and commerce, including customizable Facebook storefronts, social media marketing tools, and streamlined advertising options. Retailers can utilize Payvment's platform to promote their products effectively across Facebook, reaching potential customers even outside their individual pages. Additionally, the platform includes access to the lish.com marketplace, further enhancing the visibility and sales opportunities for merchants. Through these services, Payvment aims to simplify the integration of e-commerce and social media for businesses.
Demandforce, Inc. offers marketing automation and reputation management solutions tailored for various service industries, including dental, medical, automotive, optometry, and veterinary sectors. Founded in 2003 and headquartered in San Francisco, the company provides a range of communication solutions such as appointment reminders, reputation management, targeted email marketing, online scheduling, and referral programs. Its flagship product, Demandforce D3, connects clients to over 18 million end consumers through email communications and text messaging. The company has experienced significant growth, achieving over 80% year-over-year growth for 18 consecutive quarters. Demandforce operates as a subsidiary of Internet Brands, Inc., and is driven by a management team with extensive experience in delivering web-based applications that enhance business operations and customer retention.
AisleBuyer is a mobile shopping platform that enhances the in-store retail experience by integrating smartphone technology with traditional retail elements. The company offers a virtual shopping assistant and a mobile self-checkout system, enabling consumers to easily scan product barcodes using their smartphones. This functionality allows shoppers to access detailed product information, read reviews, and find real-time coupons and discounts, all while facilitating in-store purchases without the need to wait in line. AisleBuyer's solutions provide retailers with comprehensive tools to increase sales, lower operational costs, and gain valuable insights into consumer shopping behavior.
Glooko is a comprehensive diabetes management platform designed to enhance health outcomes for individuals with diabetes and their healthcare teams. It connects with various diabetes devices and fitness trackers to gather essential data, including glucose levels, food intake, insulin usage, medications, blood pressure, diet, and weight. The platform is utilized in over 7,000 clinical locations and serves more than 1.5 million people with diabetes across 23 countries and in 15 languages. Glooko aims to facilitate remote patient monitoring by providing healthcare providers with valuable insights and analytics, ultimately supporting interventions that improve patient care and promote healthier behaviors.
Medfusion, Inc. operates a patient engagement portal aimed at enhancing healthcare services for providers and patients in the United States and internationally. The platform facilitates communication through various clinical, administrative, and financial services, including billing solutions such as online bill pay and payment plans, as well as secure patient messaging and prescription renewal requests. Medfusion also offers front desk solutions like appointment requests and patient registration, along with mobile applications that empower patients to access their health data. Additional services include EHR/PM integration and Practice Intelligence, which provides insights into patient communication traffic. Founded in 1996 and based in Cary, North Carolina, Medfusion originally focused on medical website development for healthcare clients, evolving to meet the specific needs of the healthcare sector.
Mint is a self-hosted web analytics program designed for simplicity and ease of use. It provides a flexible dashboard that allows users to monitor key metrics such as visits, referrers, popular pages, and search queries at a glance. In addition to its analytics capabilities, Mint also offers a free online personal finance service that enables users to track their bank accounts, credit cards, investments, and loans through a single interface. This functionality allows clients to review their transactions and monitor their spending effectively, supporting them in managing and growing their financial resources.
Rockmelt is a social web browser developed on the Chromium platform, featuring deep integration with popular social media networks like Facebook and Twitter. Its unique interface includes "Edges," which display online friends and followed feeds, along with update notifications. Rockmelt offers an innovative search experience, providing a dedicated search field that delivers complete results in a dropdown format over the current webpage, allowing users to easily switch between search results from a single query. The browser also includes a built-in URL shortener, me.lt, and is compatible with both Windows and OS X operating systems. Rockmelt is backed by prominent Silicon Valley investor Marc Andreessen, and its principal engineer, Robert John Churchill, previously worked on Netscape Navigator.
PayCycle is a Palo Alto, California-based company that specializes in providing online payroll services primarily aimed at small businesses. The company offers on-demand payroll solutions that cater not only to small enterprises but also to accounting professionals and financial institutions that manage payroll for their clients. PayCycle's services include payroll tax compliance and customizable options, ensuring that businesses can efficiently manage their payroll needs.
BooRah is the personalized review guide providing consumers a way to find restaurants. BooRah's patent-pending natural language processing technology automatically summarizes a collection of online reviews from bloggers, professional critics and consumers, and allows consumers to search based on their personal preferences. BooRah's system uses natural language processing to generate quantitative scores for domain specific attributes from plain English text, automatic summaries from most relevant user sentiments and enables a customizable search based on personal preferences.
Homestead Technologies specializes in providing website and e-commerce site creation, marketing, and hosting services tailored for small businesses, non-profits, and individuals. Founded in 1996 and based in Menlo Park, California, the company offers a range of services including website design, web hosting, domain and email solutions, and customer support. Its offerings also include search engine optimization services, which encompass key phrase selection, web page optimization, strategic link-building, and online tracking and reporting. Homestead Technologies enables clients to build their websites and online stores through dedicated software while assisting in creating online listings and search engine advertisements. As a subsidiary of Endurance International Group Holdings, the company faces competition from various entities in the website creation space.
Digital Insight (formerly Intuit Financial Services, when it was previously acquired by Intuit) is a provider of online banking services to mid-market banks and credit unions in the United States.
StepUp is a technology platform that enables local businesses to enhance their online presence by displaying their in-store products online. The platform, developed in collaboration with Google, supports Intuit's QuickBooks Product Listing Service, which aims to help businesses attract customers by making their product information and images accessible through recognized online entities. By providing these services, StepUp assists retailers in leveraging the internet for increased visibility and sales, thereby facilitating a transition to a more robust online retail environment.
MyCorporation Business Services, Inc. is a provider of online document filing services based in Calabasas, California. Founded in 1997, the company specializes in assisting small business clients and real estate investors in forming corporations and limited liability companies. MyCorporation offers a range of services including incorporation, LLC formation, fictitious business name registration, and registered agent services. Additionally, the company provides trademark and copyright services, compliance assistance such as initial and annual reports, and business maintenance services. MyCorporation also supports clients with various small business needs, including online tax preparation, accounting software, payroll solutions, and project management tools. As of December 31, 2018, MyCorporation operates as a subsidiary of Deluxe Corporation.
Blue Ocean Software provides cost effective help desk, asset management, and asset tracking software for small and medium-sized businesses.
CBS Payroll
Acquisition in 2002
CBS Payroll provides payroll processing and employee benefit services.
CNX Media LLC is an Internet publishing and marketing company based in San Francisco, California. The company specializes in developing websites that cater to community-based, targeted demographic, and niche markets. In addition to its web development services, CNX Media produces and distributes personalized, original programming for both television and the Internet, focusing on network-quality news content. Recognizing the evolving landscape of media platforms, CNX Media adapts its content to meet the needs of various outlets, enhancing its reach to consumers. The company has rebranded from NewsNet Central to CNX Media to better reflect its diverse service offerings.
Avolent, Inc. provides application software for electronic billing and settlement process. It offers electronic billing and payment application that provides a Web-based self-service solution for billing and payment needs. The company's software is used for bill presentment, online reprint, member reconciliation, user-defined line item grouping, backend system synchronization, consolidation, and batch print. Avolent, Inc. also offers implementation, systems integration, technical support, and training services. The company serves healthcare, leasing/financial, insurance, distribution/manufacturing, and communications industries. Avolent, Inc. has strategic alliances with Accenture, Ariba, Sterling Commerce, Trizetto, SAP NetWeaver, and Vengroff, Williams & Associates, Inc.
Ezlogin.com, based in Santa Clara, California, provides an online service designed to help users efficiently access and manage their personal web content. As individuals increasingly juggle numerous online accounts related to finances, shopping, email, and social interactions, ezlogin.com addresses the challenge of information overload. Its JumpPage service consolidates important content onto a personal Summary Page, allowing users to access any account with a single click. The platform offers features such as LiveClips, OneClick Login, OneClick Registration, Instant CheckOut, and SpamBlocking, enhancing user experience and convenience. Accessible from any internet-connected device, ezlogin.com enables users to organize their online activities and maintain oversight of their personal information with ease.
Avolent, Inc. provides application software for electronic billing and settlement process. It offers electronic billing and payment application that provides a Web-based self-service solution for billing and payment needs. The company's software is used for bill presentment, online reprint, member reconciliation, user-defined line item grouping, backend system synchronization, consolidation, and batch print. Avolent, Inc. also offers implementation, systems integration, technical support, and training services. The company serves healthcare, leasing/financial, insurance, distribution/manufacturing, and communications industries. Avolent, Inc. has strategic alliances with Accenture, Ariba, Sterling Commerce, Trizetto, SAP NetWeaver, and Vengroff, Williams & Associates, Inc.
Avolent, Inc. provides application software for electronic billing and settlement process. It offers electronic billing and payment application that provides a Web-based self-service solution for billing and payment needs. The company's software is used for bill presentment, online reprint, member reconciliation, user-defined line item grouping, backend system synchronization, consolidation, and batch print. Avolent, Inc. also offers implementation, systems integration, technical support, and training services. The company serves healthcare, leasing/financial, insurance, distribution/manufacturing, and communications industries. Avolent, Inc. has strategic alliances with Accenture, Ariba, Sterling Commerce, Trizetto, SAP NetWeaver, and Vengroff, Williams & Associates, Inc.
Verisign operates the infrastructure for the .com, .net, .tv, .cc, .name, .jobs, .edu and .gov top-level domains, as well as two of the world’s 13 Internet root servers A and J, managing and protecting the DNS infrastructure for some 121 million domain names and processing more than 77 billion Internet queries daily. Verisign’s infrastructure assurance services, including Managed DNS, DDoS Protection and iDefense Security Intelligence, help to ensure online businesses are as available as the Web itself.