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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Integrations

ClickUp
Jira

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

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