App comparison
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Tax Clarity
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Retirement planning tool
Tax Clarity Alternatives & Competitors (2026)
Top 2 free alternatives
Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
0.1
Value for money
Starting price
0.2
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Customer Engagement
N/A
Performance Management
N/A
Acuity Scheduling
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online appointment scheduling software and assistant
0.3
Value for money
Starting price
0.5
Functionality
Online Registration
5/5
Real-Time Notifications
5/5
Communication Management
5/5
Top Features
Customer Engagement
N/A
Risk Management
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Make your company more Dynamic, Innovative, Efficient
0.4
Value for money
Starting price
0.8
Functionality
Configurable Workflow
N/A
Activity Dashboard
N/A
Multi-Branch
N/A
Top Features
Customer Engagement
N/A
Reporting/Analytics
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Start Collecting Efficiently
0.2
Value for money
No pricing info
Starting price
Functionality
Customer Statements
5/5
Receivables Ledger
5/5
Billing & Invoicing
4.8/5
Top Features
Customer Engagement
N/A
Risk Management
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated wealth management and financial control system
0.6
Value for money
No pricing info
Starting price
0.8
Functionality
Contact Management
N/A
API
N/A
Accounting
N/A
Top Features
Customer Engagement
N/A
Reporting/Analytics
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Compliance CRS/FATCA
0.6
Value for money
Starting price
0.8
Functionality
Version Control
5/5
Compliance Tracking
5/5
Audit Management
5/5
Top Features
Customer Engagement
N/A
Risk Management
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one financial management platform
4.4
Value for money
No pricing info
Starting price
0.6
Functionality
Bank Reconciliation
N/A
Accounting Integration
N/A
For Accountants
N/A
Top Features
Customer Engagement
N/A
Risk Management
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial management software that can adapt to any market
Value for money
No pricing info
Starting price
Functionality
Fixed Asset Management
5/5
Receipt Management
5/5
Real-Time Reporting
5/5
Top Features
Customer Engagement
N/A
Risk Management
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial Risk Solutions
0.4
Value for money
Starting price
0.6
Functionality
Compliance Management
5/5
Portfolio Management
5/5
Portfolio Analysis
5/5
Top Features
Customer Engagement
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Simplifying Success, Enhancing Efficiency
0.6
Value for money
No pricing info
Starting price
0.5
Functionality
Core Banking
4.2/5
Lending Management
4/5
Multi-Branch
4/5
Top Features
Customer Engagement
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Opening financial product distribution
0.6
Value for money
Starting price
0.8
Functionality
Loan Management
N/A
Data Import/Export
N/A
API
N/A
Top Features
Performance Management
N/A
Risk Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Traxpay supports companies with supply chain financing
0.6
Value for money
No pricing info
Starting price
0.8
Functionality
API
N/A
Top Features
Customer Engagement
N/A
Risk Management
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Capital planning and budgeting platform
0.2
Value for money
No pricing info
Starting price
0.1
Functionality
Multi-Currency
4.5/5
Budgeting/Forecasting
4.4/5
Workflow Management
4.3/5
Top Features
Customer Engagement
N/A
Risk Management
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Automated trading API for Fintech firms
0.6
Value for money
Starting price
0.2
Functionality
Performance Management
5/5
Risk Management
4/5
Compliance Management
4/5
Top Features
Customer Engagement
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Universal Co-browsing and Collaboration Technology
0.4
Value for money
Starting price
0.5
Functionality
Live Chat
5/5
Access Controls/Permissions
5/5
Two-Way Audio & Video
5/5
Top Features
Performance Management
N/A
Risk Management
N/A
Reporting/Analytics
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Empowering finance teams with AP & AR automation.
0.3
Value for money
Starting price
0.3
Functionality
Real-Time Monitoring
5/5
Accounting Integration
5/5
Real-Time Data
5/5
Top Features
Customer Engagement
N/A
Risk Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Smart Financial Platform
0.4
Value for money
No pricing info
Starting price
0.3
Functionality
Profit/Loss Statement
5/5
General Ledger
5/5
Multi-Company
5/5
Top Features
Customer Engagement
N/A
Risk Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Digital customer journey creation for fintechs & lenders
0.3
Value for money
Starting price
0.4
Functionality
Data Verification
5/5
Data Extraction
5/5
AML Compliance
5/5
Top Features
Customer Engagement
N/A
Risk Management
N/A
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Serrala – automate finance without limits!
1.1
Value for money
No pricing info
Starting price
Functionality
Payment Management
5/5
Bank Reconciliation
4.8/5
Payment Collection
4.7/5
Top Features
Performance Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial uncertainty, meet risk management!
0.4
Value for money
Starting price
0.3
Functionality
Transaction Monitoring
5/5
Real-Time Data
5/5
Loan Processing
5/5
Top Features
Customer Engagement
N/A
Performance Management
N/A