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Description
FinWise, a modern tool for managing personal finances, allows you to manage your finances easily. FinWise offers budgeting, tracking your net worth, financial planning, forecasting and insights.
Description
A financial management platform tailored for professional service firms, design studios, IT outsourcing companies, consulting agencies, and various B2B services. Managing a multitude of applications and spreadsheets manually can be quite overwhelming and frustrating. Consolidating information related to projects, resources, tasks, time, and expenses consumes a significant amount of your valuable time and energy. It can be challenging to assess the profitability of your projects after navigating through numerous stages, revisions, and delays. With real-time monitoring of project profitability that takes all expenses into account, you can gain clearer insights. Additionally, automated keyword sorting simplifies the organization of your business transactions. This platform empowers service-oriented companies to optimize their financial management by leveraging the advantages of open banking and an API-first framework, ultimately enhancing their operational efficiency. By streamlining these processes, you can focus more on delivering value to your clients rather than getting bogged down by administrative tasks.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
ClickUp
Jira
Pricing Details
$6.99
Free Trial
Free Version
Pricing Details
€49 per month
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
FinWise
Founded
2023
Country
United States
Website
finwiseapp.io
Vendor Details
Company Name
Fintellect
Founded
2022
Country
Estonia
Website
www.fintellect.pro
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management