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Moneytree Logo

Financial planning platform for advisor-client engagement

Moneytree Alternatives & Competitors (2026)

Top 2 free alternatives

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Longview Tax logo

Corporate tax management and reporting solution

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logo
Longview Tax
logo
Moneytree
3.8

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
4.5

Functionality

0.0

Data Import/Export

5/5

Tax Planning

5/5

Accounting

5/5

Top Features

Asset Lifecycle Management

N/A

Expense Management

N/A

Chart of Accounts

N/A

Spreadsheet Server logo

ERP to Excel reporting. Simple formulas. Real-time data.

visit website
logo
Spreadsheet Server
logo
Moneytree
4.5

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
4.6

Functionality

0.0

Expense Tracking

5/5

Billing & Invoicing

5/5

Financial Reporting

5/5

Top Features

Chart of Accounts

N/A

Forecasting

N/A

Expense Management

N/A

ZarMoney logo

Cloud-based accounting solution for businesses of all sizes

visit website
logo
ZarMoney
logo
Moneytree
4.9

Value for money

0.0
15
flat rate/per month

Starting price

1981
per user/per year
4.5

Functionality

0.0

Real-Time Data

5/5

Partial Payments

5/5

Dashboard

5/5

Top Features

Consolidation/Roll-Up

N/A

Forecasting

N/A

Expense Management

N/A

IDL Konsis logo

Financial Close and Consolidation Software

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logo
IDL Konsis
logo
Moneytree
5.0

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
5.0

Functionality

0.0

Multi-Currency

4/5

Multi-Company

4/5

Financial Analysis

4/5

Top Features

Chart of Accounts

N/A

Forecasting

N/A

Expense Management

N/A

Profiture logo

Management software that increases the profitability of the

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logo
Profiture
logo
Moneytree
4.3

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
4.3

Functionality

0.0

HR Management

N/A

Employee Management

N/A

CRM

N/A

Top Features

Audit Trail

N/A

Cash Management

N/A

Profit/Loss Statement

N/A

myBillBook logo

Cloud-based billing & accounting management software

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logo
myBillBook
logo
Moneytree
4.4

Value for money

0.0
34
flat rate/per month

Starting price

1981
per user/per year
4.3

Functionality

0.0

Tax Management

5/5

Stock Management

5/5

Inventory Tracking

5/5

Top Features

Budgeting/Forecasting

N/A

Chart of Accounts

N/A

Audit Trail

N/A

Bonsai logo

One platform to streamline your entire business

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logo
Bonsai
logo
Moneytree
4.4

Value for money

0.0
9
per user/per month

Starting price

1981
per user/per year
4.4

Functionality

0.0

Project Time Tracking

5/5

Contract Drafting

5/5

Collaboration Tools

5/5

Top Features

Cash Management

N/A

Consolidation/Roll-Up

N/A

Chart of Accounts

N/A

Unypax logo

Funeral home and cemetry software

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logo
Unypax
logo
Moneytree
4.8

Value for money

0.0
R$
1200
other/per month

Starting price

1981
per user/per year
5.0

Functionality

0.0

Financial Reporting

5/5

Cremation Management

5/5

Profit/Loss Statement

5/5

Top Features

Expense Management

N/A

"What If" Scenarios

N/A

Chart of Accounts

N/A

Growfin logo

Start Collecting Efficiently

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logo
Growfin
logo
Moneytree
4.2

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
4.2

Functionality

0.0

Customer Statements

5/5

Receivables Ledger

5/5

Billing & Invoicing

4.8/5

Top Features

Audit Trail

N/A

Cash Management

N/A

Asset Lifecycle Management

N/A

Deltek Vantagepoint logo

Power project success

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logo
Deltek Vantagepoint
logo
Moneytree
3.6

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
3.4

Functionality

0.0

Task Management

4.7/5

Time & Expense Tracking

4.5/5

Online Time Tracking

4.5/5

Top Features

"What If" Scenarios

N/A

Expense Management

N/A

Asset Lifecycle Management

N/A

Vestio logo

Integrated wealth management and financial control system

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logo
Vestio
logo
Moneytree
5.0

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
5.0

Functionality

0.0

Investments Tracking

N/A

Contact Management

N/A

Fund Management

N/A

Top Features

Budgeting/Forecasting

N/A

Chart of Accounts

N/A

Third-Party Integrations

N/A

FACT ERP.NG logo

ERP solution for integrating business processes

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logo
FACT ERP.NG
logo
Moneytree
4.6

Value for money

0.0
$
10000
per user

Starting price

1981
per user/per year
4.5

Functionality

0.0

Document Management

N/A

Invoice Processing

N/A

Profitability Analysis

N/A

Top Features

Chart of Accounts

N/A

Expense Management

N/A

Consolidation/Roll-Up

N/A

Capital Project Management for Owners logo

Cloud-based capital project management software

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logo
Capital Project Management for Owners
logo
Moneytree
4.5

Value for money

0.0
100000
/per year

Starting price

1981
per user/per year
4.2

Functionality

0.0

Subcontractor Management

5/5

Strategic Planning

5/5

Scheduling

5/5

Top Features

Budgeting/Forecasting

N/A

Chart of Accounts

N/A

Third-Party Integrations

N/A

TrueRev logo

GAAP revenue recognition and financial metrics for B2B SaaS

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logo
TrueRev
logo
Moneytree
4.0

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
3.7

Functionality

0.0

Projections

N/A

Revenue Recognition

N/A

Data Visualization

N/A

Top Features

Cash Management

N/A

Consolidation/Roll-Up

N/A

Chart of Accounts

N/A

Raptech logo

Automate Manual Processes, Analyze Data, Accelerate Growth

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logo
Raptech
logo
Moneytree
3.0

Value for money

0.0
99
per user/per year

Starting price

1981
per user/per year
3.0

Functionality

0.0

Inventory Management

4/5

Inventory Control

4/5

Product Identification

3/5

Top Features

Expense Management

N/A

"What If" Scenarios

N/A

Chart of Accounts

N/A

Veita logo

Software for customer-centric Accounts Receivable management

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logo
Veita
logo
Moneytree
5.0

Value for money

0.0
99
flat rate/per month

Starting price

1981
per user/per year
4.0

Functionality

0.0

Real-Time Analytics

N/A

Workflow Management

N/A

Payment Reconciliation

N/A

Top Features

Audit Trail

N/A

Chart of Accounts

N/A

Asset Lifecycle Management

N/A

Abacum logo

Automate, analyze and forecast for strategic impact

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logo
Abacum
logo
Moneytree
4.7

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

1981
per user/per year
4.8

Functionality

0.0

Planning Tools

5/5

Dashboard Creation

5/5

Budgeting/Forecasting

5/5

Top Features

Consolidation/Roll-Up

N/A

Income & Balance Sheet

N/A

Expense Management

N/A

Intecplan logo

Business Plan Software with AI and Databases.

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logo
Intecplan
logo
Moneytree
4.9

Value for money

0.0
290
per user/per year

Starting price

1981
per user/per year
4.9

Functionality

0.0

Financial Modeling

5/5

Multi-Currency

5/5

Ad hoc Reporting

5/5

Top Features

Audit Trail

N/A

Chart of Accounts

N/A

Asset Lifecycle Management

N/A

Xledger logo

Empower ambition with Xledger.

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logo
Xledger
logo
Moneytree
4.4

Value for money

0.0
750
other/per month

Starting price

1981
per user/per year
4.1

Functionality

0.0

General Ledger

4.5/5

Accounts Payable

4/5

Project Accounting

4/5

Top Features

Multi-Company

N/A

"What If" Scenarios

N/A

Consolidation/Roll-Up

N/A

IDU-Concept logo

Corporate performance management solution

learn more
logo
IDU-Concept
logo
Moneytree
4.4

Value for money

0.0
50
per feature/per month

Starting price

1981
per user/per year
4.3

Functionality

0.0

Ad hoc Reporting

5/5

Real-Time Reporting

5/5

Activity Planning

5/5

Top Features

Third-Party Integrations

N/A