View accounts in one place
View consolidated financial accounts from multiple institutions in one place. Track personal net worth and compare it to others. Set financial goals and receive progress updates. Share achievements and engage with a community of users.
Showing 61–80 of 1,000 ranked alternatives.
Z ZET LTD
Generate invoices and track payments
Create and customize invoices with templates. Organize accounts and track financial transactions. Download receipts and invoices in PDF. Manage an archive of documents. Apply electronic signatures for secure document verification.
GetPaid Inc.
Track expenses, generate invoices, estimate taxes
Track expenses, generate invoices, and estimate taxes within one . Scan and store receipts, set tax reminders, and send invoices directly. Organize work schedules and manage financial records without using multiple tools.
Crews Bank &Trust
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending habits with budgeting tools.
Samsuddin Ahmed Sohag
Track expenses and set balances
Track income and expenses by adding records for each transaction. View balance snapshots for specific date ranges and see total income and expenses. Review recent transactions with details on amounts and dates.
Stocksnips, inc
Track stock trends with real-time news analysis
Track stock price movements with real-time news sentiment analysis. Summarize SEC filings and news articles using AI and machine learning. Filter information by topic and sentiment. View daily sentiment trends to assess market impact.
First Heritage Federal Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills directly.
Wheelhouse Credit Union
View accounts, manage funds, transfer money
View financial accounts from multiple institutions. Transfer funds between accounts. Deposit checks and pay bills. Pay anyone in real time. Access electronic statements. Log in with device-enabled security. Manage spending and budgets.
ChoiceOne Bank
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for balance changes and spending. Manage budgets and view spending trends. Deposit checks via photo.
Revent Solutions LLC
Expenses, sync accounts, set budgets
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
Civista Bank
View accounts, check balances, track transactions
View account balances and transaction history with check images and statements. Add accounts from other financial institutions. Transfer funds between accounts. Pay bills or individuals. Deposit checks via photo. Suspend or activate debit cards.
Embers Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for spending thresholds and account activity. Manage bills, transfers, and direct deposits.
Security Federal Bank
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for account activity. Manage bills, transfers, and card remotely.
Heritage South Community Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set up alerts, schedule payments, and monitor account balances in real time.
Artem Lanin
Track balances across currencies and stocks
View monthly account balances across 162 currencies and 8000+ cryptocurrencies. Track income and monitor financial overview without requiring an account or personal data.
First Dakota National Bank Inc
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for balance changes and spending thresholds. Manage budgets and view spending trends over time.
Corazo Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for spending or balance changes. Manage budgets and view spending trends.
Riddlic, Inc.
Compare accounts, see rankings, track progress
Track income, expenses, and net worth. Compare financial metrics against users, friends, and mentors. Connect bank accounts for real-time data. Set financial goals and monitor progress. Receive alerts for transactions and account activity.
Buxfer, Inc.
Track expenses and manage budgets
Track expenses across multiple accounts. Add and reconcile transactions on the go. Automatically sync data from 15,000+ banks without storing passwords. Upload bank statements or financial files. Generate spending reports to analyze where goes.
Colorado Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending patterns and receive financial insights.
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