Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FinOptimal is an innovative accounting automation solution designed to enhance efficiency by removing manual tasks within QuickBooks Online, allowing for the automation of tasks such as accruals, journal entries, spreadsheet synchronization, and real-time reporting, which ultimately helps finance teams to close their books more quickly and accurately. The flagship offerings consist of Accruer, which automates prepaid expenses, deferred revenue, fixed assets, and payroll accruals simply by specifying the time frame; Booker, which enables seamless synchronization and bulk editing of transactions in Google Sheets that are directly linked to QuickBooks; and Wrangler, which provides dynamic and customizable financial reporting based on QuickBooks data. This software seamlessly integrates with existing accounting workflows without displacing them, ensuring continuous synchronization of verified data, preventing duplicate entries, and offering users access to audit-ready backups along with valuable financial insights whenever needed. By streamlining these processes, FinOptimal not only saves time but also enhances the overall accuracy of financial reporting for businesses.
Description
Neo-Capital is a comprehensive accounting solution designed for small enterprises, independent contractors, accountants, and firms specializing in financial services. Its Online version operates through a web browser, while the Desktop version is available for installation on both Windows and macOS, allowing users to manage their financial records locally without needing an internet connection. This software facilitates various tasks such as creating invoices, generating estimates, managing bills, capturing receipts, tracking mileage, and performing bank reconciliations, in addition to categorizing transactions, identifying deductions, estimating quarterly taxes, and producing financial reports. Enhanced features in the Pro and Firm versions introduce accrual accounting, a detailed chart of accounts, general ledger management, trial balance preparation, period closings, as well as functionalities for handling sales and purchase orders, inventory tracking, classifying expenses, job costing, and time management, along with maintaining an audit trail. The Firm version further extends capabilities by allowing client book management and providing read-only access to client dashboards. Users can easily import data from QuickBooks and establish connections with various financial services like banking, marketplaces, payment processors, advertising platforms, and payroll providers. Online subscription plans come with mobile access and bank feed integration, while an optional Connected service enhances the Desktop version with cloud functionalities, ensuring users can access their data seamlessly wherever they are. Ultimately, Neo-Capital aims to streamline accounting processes for its users, promoting efficiency and ease of use.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Amazon
No
Claude
No
Etsy
No
Gemini
No
Google Ads
No
Google Sheets
Yes
Gusto
No
Meta Ads
No
Model Context Protocol (MCP)
No
OpenAI
No
Integrations
Amazon
Yes
Claude
Yes
Etsy
Yes
Gemini
Yes
Google Ads
Yes
Google Sheets
No
Gusto
Yes
Meta Ads
Yes
Model Context Protocol (MCP)
Yes
OpenAI
Yes
Pricing Details
$29 per month
Free Trial
No
Free Version
No
Pricing Details
$19/month
Online plans cost $19/month or $190/year for Basic, $39/month or $390/year for Pro, and $99/month or $990/year for Firm; annual billing includes two months free. Desktop licenses are one-time purchases: $49 for Basic, $249 for Pro, and $899 for Firm. Optional Desktop Connected plans cost $15, $22, or $35 per month, depending on edition. Additional Online business books cost $9/month. Invoice card payments are subject to Stripe's standard processing fee plus Neo-Capital's 1% fee.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FinOptimal
Founded
2014
Country
United States
Website
www.finoptimal.com
Vendor Details
Company Name
Neo-Capital LLC
Founded
2026
Country
United States
Website
neocapital.app
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No