Apps Like KTA Financial Services: Mobile for iPhone and iPad
KTA Financial Services: Mobile screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.


TenTax Client Portal
TenTax & Accounting, LLC
Manage taxes, prepare returns, track expenses, plan
Manage financial documents with secure messaging, collaborative workspaces, and digital signatures. Schedule and conduct video meetings. Store and share files. Customize workflows for tax planning, accounting, and compliance tasks.

PenFed Mobile
pentagon federal credit union
Access accounts, move money, manage finances
Access accounts and manage statements. Make deposits and payments. Transfer money between accounts. Pay bills directly. View transaction history and set up alerts.

Stessa: Smart Rental Manager
Stessa, Inc.
Track income, expenses, and portfolio performance
Track income and expenses with online rent collection and tenant screening. Manage real estate banking and budgeting. View portfolio performance and set financial goals. Sync data across devices for remote property management.

Bookkeeper360
Plum Logic LLC
Track expenses and sync with accounting software
Track revenue, gross profit, and net income with real-time financial dashboards. Sync with QuickBooks Online, Xero, and Gusto. Receive alerts for financial updates. Access AI-powered insights from BOLT(™) for business performance analysis.

Ameriprise Financial
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.

Xero Accounting for business
Xero Ltd
Track cash flow, view income, manage expenses,
Manage invoices, track cash flow, view income and expenses. Create and send invoices on the go. Monitor financial health and set up alerts for payments and transactions. Sync with account for real-time updates.

Neat: Business Receipts
The Neat Company
Track expenses and manage cash flow
Manage finances by connecting bank and credit card accounts to track cash flow and expenses. Scan and organize automatically. Create and send invoices with custom templates. Set reminders for pending payments.

DFCU Mobile
DFCU Financial
Check balances, transfer funds, pay bills
Check account balances, deposit checks by photo, transfer funds between accounts, and pay bills. Find nearby branch locations and view transaction history. Set up alerts and manage account settings securely.


Smart Receipts: Expenses & Tax
REACTIVE APPS CORP.
Scan receipts, track mileage, create reports
Track by scanning receipts and logging transactions. Organize receipts into folders. Generate customizable PDF, CSV, and ZIP reports. Calculate tax deductions and mileage . Export data for tax filing and financial record-keeping.


Interra Credit Union
Interra Credit Union
Pay bills and check balances
Manage finances by paying bills, depositing checks, transferring funds, and checking balances and account history.

Magnifi Financial
Magnifi Financial Credit Union
View balances, transfer funds, pay bills
Check account balances, transfer funds, deposit checks via photo, pay bills and loans, manage cards, and send money to contacts. Set transaction alerts and view spending reports.

Dext: Expense Tracker
Dext Software Limited
Track expenses, extract receipts, manage budgets
Extract data from receipts or invoices automatically. Track expenses with detailed categorization. Generate insights for business decisions. Simplify tax processes with organized records. Integrate expenses into accounting systems.


Johnson Financial Group
Johnson Financial Group, Inc
Manage accounts, view balances, and transfer funds
Manage business and commercial accounts with real-time balance checks, fund transfers, and bill payments. View transaction history and generate reports. Set up alerts and control access permissions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.