Bending Spoons’ steep Harvest price hikes have jolted the usually sleepy world of SMB time-tracking and invoicing tools, and that ripple now touches a wider group of listed software stocks. Forced migrations and shaken customer trust can reshape who wins and who loses. This article walks through three stocks from our Competing SMB time-tracking and invoicing SaaS screener that appear positioned to benefit from this shake up and explains why they may deserve a closer look.

The three stocks covered below are just a starting sample from this idea, and the full screen surfaced 34 more companies with equally compelling SMB time-tracking and invoicing stories that are not included here. To identify and analyze the highest conviction setups for your watchlist, head straight to the Competing SMB time-tracking and invoicing SaaS providers screener.

Atlassian (TEAM)

Atlassian is best known for Jira and Confluence, which help teams plan projects, track work and manage time related workflows that can often replace stand alone tools like Harvest for many SMBs. The company generates about US$6.6b in revenue from software and programming, reflecting a broad cloud based collaboration suite that also includes Loom, Trello and service management tools. With a market cap of roughly US$41.3b, Atlassian is a large, globally scaled software provider headquartered in Sydney.

For investors looking at the fallout from Harvest’s price shocks, Atlassian offers a different proposition. Its tools already sit in the middle of many SMB workflows, and management repeatedly stresses pricing tied to visible product improvement rather than abrupt hikes. At the same time, Atlassian is still working through cloud migration, AI monetization and a path from current losses to the earnings profile analysts expect, so execution missteps or slower adoption could matter. If you think SMBs will keep consolidating project tracking, time management and collaboration into a few trusted platforms, Atlassian is a stock you may want to understand in much more depth.

Atlassian’s pull toward all in one SMB workflows keeps growing, yet the real story sits in how its future earnings profile could evolve from here. Get the analyst forecasts for Atlassian and see what the market might be missing

Build your own Atlassian style workflow screener

Atlassian and the other two stocks in this list are just examples of what filters can surface when you focus on workflow, time tracking and invoicing tools. Use our flexible Screener to mix metrics like valuation, future growth, risks and balance sheet strength, or start with any of our curated Investing Ideas for ready made shortlists.

monday.com (MNDY)

monday.com is a work management platform that lets SMBs run projects, track time and organize workflows in one place, which fits neatly with the time tracking and invoicing focus of this screener. It reports about US$1.4b in revenue from internet software and services across its Work OS products and has a market cap of roughly US$3.7b. For investors, that puts monday.com firmly in the camp of scaled, listed SaaS vendors serving everyday business operations rather than experimental niche tools.

monday.com is worth a close look if you think SMBs leaving Harvest will gravitate toward clear subscription pricing and broad workflow coverage instead of another narrow point solution. The company is pushing hard into AI driven work automation and multi product bundles such as CRM and service, which could deepen usage for existing customers and support cross sell. At the same time, heavy investment, a higher risk funding mix and pressure around AI monetization and upmarket expansion keep execution risk real. If you want exposure to SMB work management where the trade off between growth, pricing power and balance sheet quality really matters, monday.com is a stock you may want to understand in much more depth.

monday.com’s push into AI automation, multi product bundles and SMB workflow consolidation could be masking a much bigger opportunity. Get the full picture in the analysis report for monday.com and see where the real pressure point might be.

Expensify (EXFY)

Expensify is a cloud-based expense management platform that helps SMBs and larger companies manage corporate cards, reimbursements, invoicing, bill payments and travel. This fits neatly beside the time tracking and invoicing workflows in this screener. The company generates about US$138 million in revenue from internet software and services, with most activity tied to its core platform, and has a market cap of roughly US$213 million.

Expensify may be worth attention for investors who think SMBs affected by steep, opaque price hikes at tools like Harvest will look for simpler, subscription-first expense and billing software. Management focuses on low, transparent pricing and has been investing heavily in AI driven workflows, card controls and travel billing to turn Expensify into a finance superapp. There are also clear risks. Revenue has recently softened, losses continue and competition in expense management and SMB fintech is intense. The potential upside case depends on whether this product expansion and AI push can translate increased brand awareness into durable, profitable growth.

Expensify’s push toward a finance superapp, AI driven workflows and transparent pricing could be masking far more potential than its recent softness suggests. Get the analyst forecasts for Expensify to see what the expansion story might really hinge on

Seeking Fresh Alternatives Beyond These Stocks

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.