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Moneytree
Financial planning platform for advisor-client engagement
Last updated: March 2026
Moneytree Alternatives & Competitors (2026)
Top 1 free alternatives
Value for money
Starting price
Functionality
401(k) Tracking
5/5
ACH Payment Processing
4.8/5
1099 Preparation
4.8/5
Top Features
Access Controls/Permissions
N/A
Asset Lifecycle Management
N/A
Audit Trail
N/A
Value for money
Starting price
Functionality
401(k) Tracking
4.8/5
Accounting
4.6/5
Activity Dashboard
4.5/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
No pricing info
Starting price
Functionality
Accounting Integration
4.7/5
Accounts Payable
4.5/5
Activity Tracking
4.4/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
Starting price
Functionality
Accounts Payable
5/5
Accounts Receivable
5/5
Accounting
4.9/5
Top Features
Asset Lifecycle Management
N/A
Cash Management
N/A
Chart of Accounts
N/A
Value for money
Starting price
Functionality
Activity Tracking
4.6/5
Accounts Receivable
4.6/5
Accounts Payable
4.6/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
No pricing info
Starting price
Functionality
Ad hoc Reporting
5/5
Audit Trail
4.7/5
Access Controls/Permissions
4.3/5
Top Features
Budgeting/Forecasting
N/A
Cash Management
N/A
Chart of Accounts
N/A
Value for money
No pricing info
Starting price
Functionality
Activity Tracking
5/5
Accounting
4.6/5
Activity Dashboard
4.6/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
Starting price
Functionality
ACH Payment Processing
5/5
Activity Tracking
5/5
Ad hoc Reporting
5/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
Starting price
Functionality
Accounting
5/5
Chart of Accounts
5/5
Credit Card Processing
5/5
Top Features
Access Controls/Permissions
N/A
Asset Lifecycle Management
N/A
Budgeting/Forecasting
N/A
Value for money
Starting price
Functionality
ACH Payment Processing
5/5
Accounting
4.4/5
Accounts Receivable
4.4/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
No pricing info
Starting price
Functionality
Accounts Receivable
5/5
Approval Process Control
4.7/5
API
4.7/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
No pricing info
Starting price
Functionality
Accounting
5/5
Accounting Integration
4.9/5
Bank Reconciliation
4.7/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Chart of Accounts
N/A
Value for money
No pricing info
Starting price
Functionality
Access Controls/Permissions
5/5
Budgeting/Forecasting
4.7/5
Alerts/Notifications
4/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Cash Management
N/A
Value for money
No pricing info
Starting price
Functionality
Accounts Payable
4.5/5
Accounts Receivable
4.5/5
Accounting
4.3/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
No pricing info
Starting price
Functionality
Activity Dashboard
4.6/5
Access Controls/Permissions
4.5/5
Activity Tracking
4.2/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
Starting price
Functionality
Charting
4.3/5
Activity Dashboard
N/A
Activity Tracking
N/A
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
No pricing info
Starting price
Functionality
Access Controls/Permissions
4.6/5
Accounting
4.6/5
Accounts Payable
4.5/5
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Budgeting/Forecasting
N/A
Value for money
Starting price
Functionality
Budgeting/Forecasting
4.6/5
Activity Dashboard
N/A
Activity Planning
N/A
Top Features
Asset Lifecycle Management
N/A
Audit Trail
N/A
Cash Management
N/A
Value for money
No pricing info
Starting price
Functionality
Accounting Integration
5/5
Budgeting/Forecasting
5/5
Accounting
4.8/5
Top Features
Asset Lifecycle Management
N/A
Cash Management
N/A
Chart of Accounts
N/A
Value for money
Starting price
Functionality
Ad hoc Reporting
5/5
Asset Lifecycle Management
5/5
Access Controls/Permissions
4.7/5
Top Features
Cash Management
N/A
Chart of Accounts
N/A
Consolidation/Roll-Up
N/A