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A general ledger with automated bookkeeping and review

Connected financial models, assumptions and shared planning workflows

Indonesian business accounting with stock and bank reconciliation

Move from global stock screens to financials and valuation models

Organize close tasks, investigate balances and reconcile cash

Thai cloud accounting with ledger and bank reconciliation

Retrieve financial series, indicators and market news through APIs

Business cash flow, budgets and financial reporting

Connect merchant payments across online and in-store channels

Use a common API structure across financial asset classes

Research markets through connected data, news and analytics

Screen stocks and compare fundamentals beside portfolio exposure

Bring market research, news and security monitors into one workspace

Managed books and a connected dashboard for cash and business performance

Compare stock fundamentals, valuation assumptions and portfolio income

Enter planning assumptions directly in Power BI and Excel

Embed investing through account, funding and brokerage APIs

Free Hong Kong IPO allotment prediction, broker comparison and 35+ financial calculators.

Connect professional-services pipeline, delivery, staffing, financials, and billing.

Coordinate customer implementations with project plans, client visibility, and services operations.

Advisor CRM connecting client communication, meetings and policy context

Combine historical prices, fundamentals and financial news in data projects

Free shared household records with a financial month you can adjust

Bloks is software for financial advisors that captures meetings, emails, and documents and keeps client records current.