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Average Ratings 9 Ratings

Total
ease
features
design
support

Description

Eliminate the stress of financial management and bring enjoyment back into your life with our innovative finance software. Effortlessly oversee your finances while on the go with our online personal finance platform. You can download our desktop version for Windows computers and access our mobile app available for both Android devices and Apple products like iPhones and iPads. With our highly secure 2048-bit encrypted connection, you can link to your bank and download real-time transactions, or you may choose to manually upload your bank statements. Our user-friendly import feature allows you to easily transfer data from Quicken and Microsoft Money into our personal finance software. Capture receipts using the BankTree Mobile app and seamlessly sync them with your desktop, so all your receipts are conveniently available on your computer. Alternatively, utilize our online application to back up your receipts securely in the cloud, ensuring you have access to them anytime, anywhere. This comprehensive approach allows you to manage all aspects of your finances effortlessly and enjoyably.

Description

Neontra, a Canadian-made online money management solution, is the best way to manage your finances. It is similar to YNAB or Mint, but we aim to become a trusted next-generation Personal Financial Assistant (PFA), which can guide you towards a brighter and more secure financial future. What makes us different? Neontra is a forward-looking system. We predict your behavior based on past data, which allows for better goal-based financial planning and accurate forecasts. Get Personalized Insights Into Your Financial Life, including Our Health Check: A Report Card on Your Finances Expense Explorer - a deep dive into your spending to help you find new ways to save Use Neontra How You Like -- Connect your accounts to receive automatic updates or, if you prefer an anonymous experience, import data manually or from files. We are SOC2 Certified, which is the most stringent AICPA criteria for security, privacy and confidentiality. We keep your data safe.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Flinks
Plaid
Quicken

Integrations

Flinks
Plaid
Quicken

Pricing Details

$40 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BankTree

Website

www.banktree.co.uk

Vendor Details

Company Name

TXIO

Founded

2007

Country

Canada

Website

www.txio.ca

Product Features

Product Features

Alternatives

Alternatives

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