About MoneySmith
MoneySmith is a financial management software from MoneySoft that enables advisers, financial professionals, and their clients to make better decisions through cash flow, budgeting, and saving. It combines Open Banking, Integrations, and the Consumer Data Right (CDR) so users can access real-time financial data and insights. This platform supports both small practices and enterprise-level solutions, providing a comprehensive wealth and cash flow portal. With MoneySmith, users can use open banking capabilities and create tailored financial strategies. Key capabilities: Open Banking Integrations Consumer Data Right (CDR) Cash Flow Management Budgeting Tools Best for: financial advisers and professionals that need a reliable solution for managing client finances and improving financial decision-making.
Features
Key features
- Expense tracking,
- Income tracking,
- Budgeting,
- Bill tracking,
- Reporting and analysis,
- Bank account reconciliation,
- Investment tracking,
- Loan tracking,
- Multi-currency support,
- Mobile app integration.
Additional features
- Income and Expense Tracking, Budgeting, Bank Reconciliation, Investment Management, Reporting and Analysis, Multi-Currency Support, Receipt scanning, Bill Payment, Tax Preparation, Schedule Transactions, Dashboard View.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About MoneySmith
MoneySmith is a financial management software from MoneySoft that enables advisers, financial professionals, and their clients to make better decisions through cash flow, budgeting, and saving. It combines Open Banking, Integrations, and the Consumer Data Right (CDR) so users can access real-time financial data and insights. This platform supports both small practices and enterprise-level solutions, providing a comprehensive wealth and cash flow portal. With MoneySmith, users can use open banking capabilities and create tailored financial strategies. Key capabilities: Open Banking Integrations Consumer Data Right (CDR) Cash Flow Management Budgeting Tools Best for: financial advisers and professionals that need a reliable solution for managing client finances and improving financial decision-making.
MoneySmith Details
MoneySmith's In-App Market Place
Does MoneySmith have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
5
Mini Apps
1. Budget Planner: A mini-app that helps users create and track their budgets more efficiently within MoneySmith.
2. Invoice Generator: A plugin that automates the process of generating invoices for clients and customers.
3. Expense Tracker: A mini-app that allows users to easily track and categorize their expenses for better financial management.
4. Tax Calculator: A plugin that helps users calculate their taxes and ensure they are accurately filing their returns.
5. Cash Flow Forecast: A mini-app that provides users with insights into their cash flow and helps them plan for the future.
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), CHF (CHF), RUB (₽), BRL (R$), NZD ($), ZAR (R), MXN ($)
Pros & Cons
MoneySmith's Support Options
MoneySmith's Alternatives
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