Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Moneydance is a user-friendly personal finance application packed with essential features including online banking, bill payment, account management, budgeting, and investment tracking. This software effortlessly manages multiple currencies and can perform a wide range of financial tasks seamlessly. Moneydance is capable of automatically fetching transactions and processing payments online from numerous financial institutions. It also improves over time by learning to categorize and organize downloaded transactions effectively. The software provides a comprehensive snapshot of your finances, showing account balances, upcoming and overdue transactions, reminders, and exchange rates. By selecting an account or using the drop-down menu, users can access the register for that specific account, allowing them to input transactions or reconcile the account with their statements. Additionally, clicking on a transaction reminder brings up a window that facilitates the automatic recording of the transaction, streamlining the process even further. This makes Moneydance an invaluable tool for managing personal finances efficiently.
Description
Generate invoices for your projects or sales and send them directly to your clients. Keep track of the accounts receivable for each customer with ease. Personalize the design of your invoices using our intuitive template builder, and conveniently email them to your customers. Our extensive inventory management system simplifies the process of monitoring stock levels, valuations, pricing, orders, quotes, and invoices. You can manage one or multiple warehouses from a single platform. Effortlessly pick, pack, and ship items as needed. Handle bill payments and incoming receipts with efficiency. Link your financial accounts and streamline your statement reconciliations with your banks. Access live cash balance updates and conduct transactions with just a few clicks. Create customized reports using your own company templates. Benefit from dedicated bookkeeping support, with an accountant available to provide unlimited assistance and guidance throughout the year. We meticulously gather, categorize, and log all your business transactions within our cloud accounting software, ensuring you maintain complete oversight of your financial health. With these tools at your disposal, you can confidently manage your finances and make informed business decisions.
API Access
Has API
No
API Access
Has API
No
Integrations
PayPal
No
Stripe
No
kpi.com Projects
No
Pricing Details
$53 one-time payment
Free Trial
Yes
Free Version
No
Pricing Details
$10 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Moneydance
Founded
2016
Website
moneydance.com
Vendor Details
Company Name
KPI Software
Founded
2004
Country
United Kingdom
Website
www.kpi.com/en/best-business-management-software/accounts/
Product Features
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes