129 products
Finance apps
Everything the AppRater community filed under Finance, newest first. AppRater reviews every listing before it appears.
Compass AI
iOS · 8 recommendations
Compass AI – Simplify finances & boosts profitability of your SMB with the help of AI
You're a small business owner who wastes too much of their time on manual work. Finance management tools aren't built for your needs and it's hard to get the right financial insight from your data. Your solution is Compass AI, a finance management tool for business owners. With Compass, manual tasks such as managing transactions are automated, it connects directly to your bank, and you can ask the AI for anything you want to see. The tool presents data in visuals, explains what you see, and offers forecasts and suggestions. Compass AI is made for business owners, by business owners.
CoinPort
iOS · 6 recommendations
CoinPort - Easy, fast and safe cryptocurrency exchange
CoinPort provides an easy, fast, and secure cryptocurrency exchange platform. Licensed with AUSTRAC, it’s the best place to buy popular cryptocurrencies like Bitcoin and Ethereum. A key difference is that CoinPort runs its own market-making, providing members with instant execution, guaranteed liquidity, and competitive pricing.
Tontines
iOS · 28 recommendations
Tontines - Real money survival game in augmented reality
Tontines Games is a social wagering platform inspired by the infamous 17th century French tontines. In the form of a mobile app game, this is played in the real world with real people. The idea is that you can invite your friends to speculate on survivorship with you. The survivors get all the money from the pool of speculations. Using your mobile device, you can protect yourself, or hunt down and "do away" with your friends, to increase your chance of getting more money at the end of the game.
Bankers Factoring
iOS · 24 recommendations
Bankers Factoring - Critical working capital for entrepreneurs
Bankers Factoring is an employee-owned A/R factoring company specializing in non-recourse A/R factoring and purchase order financing for the not-yet bankable entrepreneur. Our typical monthly client funding is from $20,000 to $9,000,000 per month. We have special funding programs for start-ups, MBEs, staffing, payroll, and government contractors.
LedgerBox
iOS · 4 recommendations
LedgerBox - Process Documents Intelligently with AI
LedgerBox converts your PDF bank statements, invoices, and receipts to Excel and CSV using cutting edge AI and OCR. LedgerBox streamlines your financial record-keeping, saving time and reducing errors. Embrace a user-friendly solution that transforms complex financial data into manageable insights.
Remit Choice
iOS · 35 recommendations
Remit Choice - Send Money Home
Remit Choice is a remittance company with a diversified platform for money transfers with faster, safer, and easier ways to send money home. With Remit Choice, you can make it simple with no more cash, no complex forms to fill in, and no more queuing to send money. Just the 16-digit VISA or Master Card number and all is done. Send money internationally with Remit Choice with zero fee money transfer and the best exchange rates for online money transfer to your friends and family all over the world using our money transfer app. Using our money transfer app, you can also send money in many ways including all payment options: • Debit Card • Credit Card • Bank Transfer Download the Remit Choice app and discover: • Send money with the largest payout network • Make transactions in 3 simple steps. • Real-time updates on your money transfer. • Instant money transfers or one-hour transfers. • Calculator function • Save up to 80% of the usual transfer cost Keep in touch If you have any questions, drop us an email at [email protected] and our dedicated customer support team is here to assist.
Drivetrain
iOS · 21 recommendations
Drivetrain - powerful yet simple strategic finance platform
Drivetrain provides integrated planning, real-time monitoring and advanced analysis capabilities at scale in an intuitive, easy-to-use interface. Finance teams need a tool that is both powerful and scalable while making it simple and efficient for more people to do more high-value activities to deliver strategic impact with faster, better, proactive decision-making. This mix of powerful computing and control in the hands of the end-user combined with ease of use for enabling quick decision making is where Drivetrain shines.
IIFL
iOS · 16 recommendations
IIFL - Stocks, Demat Account
Experience the future of investing with IIFL Securities' Demat Account App. Seamlessly manage your portfolio, trade stocks, and stay updated on market trends anytime, anywhere. With intuitive features and real-time insights, our app puts the power of the stock market in your hands.
PWP Leeway
iOS · 19 recommendations
PWP Leeway - Stock analysis with AI
PWP Leeway is harnessing the power of Artificial Intelligence (AI) to transform institutional investing. As the technological landscape rapidly evolves, so too do the possibilities within the financial sector. PWP Leeway stands at the forefront of this innovation, aiming to reshape the investment landscape by introducing automation, reducing errors, and enabling data-driven decision-making. Leveraging advanced AI models, PWP Leeway meticulously analyzes key company data, maximizing stability and boosting investment performance. This not only provides investors with valuable insights but also delivers an adaptive factor investing score. This score, a unique advantage in today's unpredictable market conditions, dynamically adjusts based on market cycles, offering investors a crucial edge. What truly sets PWP Leeway apart is its seamless integration of cutting-edge technology with the intricacies of finance. While numerous startups strive to bridge this gap, PWP Leeway has achieved remarkable success in seamlessly incorporating AI into the core of the investment process. Its automatic adaptive factor investing score is built upon a foundation of AI-powered pattern recognition, enabling a quantifiable approach that seamlessly aligns with their sentiment and options flow-based market swing strategies. This powerful combination not only empowers investors with valuable insights but also consistently delivers better-than-benchmark performance.
Chromabill
iOS · 28 recommendations
Chromabill - The future of personal finance management.
Chromabill is a personal finance application on a mission to accelerate a healthier financial future for the younger generation. We're enabling our users to manage their money better through color organization and gain a strong financial foundation along the way. In addition to the tools we offer, such as bill tracking, budgeting, etc., we're also working with strategic partners with a wealth of experience in the financial sector to help educate our users on how to strengthen their use of their money. In America alone, money is the number 1 cause of stress, and out of the 73 million Americans between the ages of 20-35 years old, 62% are living paycheck to paycheck.
The Tradable
iOS · 14 recommendations
The Tradable - We speak about everything that's tradable
Modern financial news website about investing, traders' lifestyle, and user-generated content.
Subly
iOS · 28 recommendations
Subly - Keep track of all your subscriptions
Subly brings all your subscriptions together in a single place so you never lose track of what you're paying for.
ConsumerDirect
iOS
ConsumerDirect - The people first financial platform
Since 2003, we have dedicated our talents toward building a leading-edge platform integrating consumers with their banks, creditors, and other institutions so that they can communicate on a wide variety of topics. With the simple push of a button, a consumer can ask a question, resolve an issue, or negotiate better rates directly with their banks or creditors.
Wealthzi
iOS
Wealthzi - Direct Mutual Funds
Wealthzi is a SEBI Registered Investment Adviser (RIA) and digital wealth management app that helps you in Direct Mutual Funds investment and investing in Zero Commission Direct Mutual Funds to achieve your financial dreams. With Wealthzi you get seamless Mutual Fund Portfolio Tracking, portfolio reviews with actionable insights, and exit recommendations in non-performing, high-risk mutual funds. WEALTHZI: START YOUR INVESTMENT JOURNEY WITH CONFIDENCE • Direct Mutual Funds • Zero Commission • Get Unbiased Investment Advice • Import & Track All Mutual Funds Investment Portfolio Quick one-tap import of all your existing mutual funds, get a detailed dashboard, xirr, capital gains and daily performance report. - Automated Portfolio Review Actionable insights and review of mutual funds portfolio on asset allocation, category selection, and right fund selection based on proprietary Zi methodology. Review also covers your exposure to various sectors, the concentration of funds, whether it is over-diversified or under-diversified, low exposure funds and NFO investments. - Exit Recommendations Get exit recommendations on under-performing, high risk and high commission mutual funds in your portfolio and switch to low cost direct mutual fund plans. - Periodic Rebalancing Advice Quarterly rebalancing of mutual funds portfolio to keep it aligned to your risk profile and asset allocation so that you can achieve your financial goals on time. - Invest in Dream Portfolio Invest in Zero Commission Direct Mutual Funds with Dream Planner. Start monthly SIPs in your dream portfolio. - Smart Redemption & lump sum Mutual funds Investment Advice Get smart recommendations on redemption and one-time investments for minimal exit load and capital gains tax liability - Easy Account Opening & Fully Digital KYC Digilocker based fully digital KYC and account opening process with BSE Star MF. All you need is your Aadhaar linked with your mobile number, a valid PAN card and a copy of the canceled cheque to verify your bank account details. - Zi Review of Each Mutual Fund Risk and Return based analysis of 1000+ best mutual funds plans. Zi review uses risk adjusted returns, rolling returns, alpha over benchmark, market risk, liquidity risk and portfolio credit quality to give a tag of good, average and poor fund. - Get Unbiased Advisory SEBI Registered Fee-only investment advisor, zero commission mutual funds. - Safe, Secure & Privacy Protected With strict data security policies in place, we take utmost care in securing the user data and information. Wealthzi is hosted on Amazon AWS secure and encrypted servers. - Financial Calculators We have introduced financial calculators which have an SIP Calculator, Lump Sum Calculator, Fixed Deposit Calculator, Recurring Deposit Calculator, SIP Goal Calculator & Loan EMI Calculator. You can use these calculators to plan your money and wealth goals. - Track Stocks, PMS & Bonds portfolio by uploading NSDL/CDSL consolidated statements. Why Wealthzi is the Best Mutual Fund App? • Invest in direct Mutual funds with 0% Commission, No transaction charges & No hidden fees • We support all UPI payment apps like Google Pay, PhonePe, BHIM UPI, Paytm, Net Banking & NPCI E-Mandate for SIP Auto Pay. • Easily switch your mutual funds online from other apps like Paytm Money, Groww, INDmoney, ET Money, Scripbox, myCAMS, Zerodha Coin, FundsIndia and MFCentral etc. • Invest in different mutual funds like equity mutual funds, tax saving ELSS mutual fund, small cap, large cap, mid cap, multi cap, flexi cap mutual funds, balanced funds, gold mutual funds, sector mutual funds, or international funds, etc, all from one mutual fund app • Start SIP in top mutual funds of AMCs like SBI, ICICI Prudential, HDFC, Nippon India, Kotak, Aditya Birla Sun Life, UTI, Axis, Mirae Asset, Motilal Oswal, Parag Parikh, Edelweiss, DSP, Canara Robeco, Navi, LIC, Quant Mutual Fund & more
Simulfund
iOS
Simulfund - Startup Funding and Term Sheet Hacks
The powerful app to decrypt, create and negotiate a venture capital operation or financing with friends and family. Designed for founders, leaders, stockholders of startups, entrepreneurs, investors, business angels, corporate advisors and lawyers. Simulfund lets you deal with key terms that could be relevant in startup funding: • Capitalization. • Option Pool. • Condition of Closing. • Preferred Stock. • Cumulative Dividends. • Anti-Dilution Provision. • Liquidation Preference. • Co-Sale Rights. • ROFR, and many other Venture Capital Terms … Save time and innovate by taking advantage of technologies to make certain that suitable care is taken in understanding, checking or drafting your operations. IT ALL STARTS WITH THE CALCULATORS • Quickly estimate the value of a startup company. • Shows the stock dilution when additional shares are issued. • See how equity financing has an impact on the business valuation. • Anticipate the values of shares for the current and new shareholders. • Estimate the new total number of voting rights when you raise money. • Send the data to the Term Sheet app or include an option pool in the deal. • Import the data from the cap tables of a Term Sheet file into the calculators. GET AN UNPRECEDENTED APP WITH PRO TOOLS • Explains all and reveals the terms that could be very appropriate in startups financing. • Decrypt term sheets even if you are a neophyte, and if something happens, just contact an advisor. • Plan Term sheets by mastering and managing the key terms that could be applied in venture capital deals. • Get 1000 possible combinations to plan, check or compare cases where shares are issued with additional rights. • As a lawyer, export, import or write your clauses to efficiently finalize the term sheets you are involved in drafting. • When investing, drive your deal flow and investments in startups by saving or importing your term sheets through files. • As an entrepreneur, reinstall all the data from previous term sheets, create significant documents or import and export files. PRIORITIZES CONFIDENTIALITY & SECURITY • Retains your data safe even if the app is in the background. • Works offline, with your data stored locally and fully encrypted. • Utilizes robust encryption and encryption keys can be easily changed. • Control access with Face ID or Touch ID, no need to create an account. • Builds from the ground up, with Apple’s secure APIs with 80,000 lines of code. • No Ads ,third party SDKs or Trackers and your data never leaves your devices. • No network connection, neither Apple nor Simulfund’s developers can see your data. NOW ENJOY NEW FEATURES WITH NO EQUIVALENCE. • Simulfund provides a glossary and a concise library of key terms addressing crucial information. • Import texts with key terms from other Simulfund apps and clearly compare the draft. • Working remotely with your clients, partners or advisors with effective documents. • Import and Export Term Sheet files compatible with all iOS and macOS devices. • Export and import files with your standard or specific clauses to all devices. • Encrypt or export all your data as CSV, PDF or TXT files. • Drag and drop your clauses in the term sheet text. Enjoy this app anywhere you go, increase your productivity and your ability to finance your business plan or invest in a start-up company. It is an outstanding tool, enriching to use, unique and available for Macs and iOS.
Palmy Investing
iOS
Palmy Investing - Investment Research Without Data Paywalls
Invest with ease and confidence! Our platform is tailored for both casual and experienced investors, providing a free toolbox to enhance research efficiency. No data paywalls – just a seamless experience for better investments.
Protium
iOS
Protium - Loans, Credit Score
Protium - Free Credit Score, Loans Your go-to app for financial independence Key features: For new users: - Get a free credit score - ProGenie: Get actionable financial insights to grow your business - Calculate your EMI on the go using the in-built EMI calculator - Apply for a collateral-free business loan anytime, anywhere - Dedicated customer support to solve all your queries For existing users: (additional features) - Easily manage your account & have no dependency on anyone for account statement, payment history & more. - Easily repay your dues through the app - Apply for a top-up loan for immediate financial needs Who are we? Protium Finance Limited is an NBFC registered with the Reserve Bank of India. Protium is all about powerful financing; financing that changes lives, propels the growth of businesses, and becomes the driving force of an economy. We provide unsecured business loans up to INR 35 Lakhs to Micro, Small, and Medium Enterprises (MSMEs) swiftly and seamlessly through an integrated online application process with minimal documentation. We will very soon be launching our consumer financing, which will make credit accessible for millions of Indian households. Why do 7 Lakhs+ customers trust Protium? 1) We have a team of 2200+ financial experts working towards fueling the ambitions of our customers. 2) We have served 15,000+ pin codes with 85+ branches across India. 3) We use proprietary models to assess the revenues and growth of our customers and serve them through diverse channels including digital interfaces, platform-based partnerships, dedicated sales teams, and DSAs. 4) Our lending capabilities include providing both secured and unsecured lending solutions from INR 1 Lakh to 5 Crore to thriving small businesses in tier 1, 2, and 3 cities. Contact us: You can reach out to us by calling +91 882 882 0004 or by emailing us at [email protected]. Buckle up. The journey is all set to begin with India’s fastest-growing, engineering-led finance company. We are excited to serve you.
Auto Mileage Tracker Tripbook
iOS
Auto Mileage Tracker Tripbook
Tripbook is a mileage tracking app exclusively developed for iOS. The app aims to enable users to easily track their trips, using an intuitive user interface, automatic trip detection, and secure data storage in iCloud. With Tripbook, users can effortlessly classify their trips and create reports. Download Tripbook today and simplify your trip tracking experience.
Fingo
iOS
Fingo - Duolingo for Finance
Get free access to 600 short jargon-free chapters and 2500 engaging quizzes on investing and personal finance, mixed with gamification to help you get better with money.
ALEX
iOS
ALEX - The finance layer on Bitcoin
ALEX is an open-source DeFi development company built on the Stacks Blockchain and modeled on the world’s financial markets. Our mission is simple: to give our customers the tools to become the masters of their own financial experience. On our platform, you can easily lend, earn, and borrow BTC, minimize the risks, and maximize returns with fully decentralized integrated financial solutions. Together, we will revolutionize crypto investing.
Kintsugi
iOS
Kintsugi - Automating sales tax for companies globally
Kintsugi is an AI-powered sales tax automation tool that helps companies worldwide streamline their sales tax processes.With its cloud-based platform, Kintsugi automates the entire sales tax lifecycle across multiple sales channels, including calculations, nexus tracking, reporting, filing, and remittance. The platform also offers automatic state registration in every jurisdiction and real-time nexus tracking alerts, providing businesses with valuable insights on their nexus locations and economic thresholds. By automating filing and ensuring accurate and prompt tax filing, Kintsugi saves valuable time and effort for businesses, reducing errors, fees, and penalties. The tool offers transparent and competitive pricing based on analyzing SaaS company data, with additional charges per state per month.Kintsugi is compatible with e-commerce platforms, billing systems, and invoicing tools, and offers a user-friendly API for seamless integration.
combooks
iOS
combooks - accounting and bookkeeping for small business
combooks is an App aimed to simplifying accounting and bookkeeping for small businesses and freelancers. Compare to more complicated competitors like QuickBooks, our App is built on the idea of simplifying finance management with easy to use yet powerful tools that solve all the accounting and bookkeeping needs for the small business owners. Some of our top feature include: - Pre-set Chart of Accounts: No need to start from scratch; combooks comes with a pre-set chart of accounts to get users started quickly. - Scan Feature: Users can streamline their digital bookkeeping by scanning receipts and documents directly into the app. - Automate Tax Reports: combooks automates sales and income tax reports every month, saving users valuable time and reducing the risk of errors. - Easy Export: Users can export their transactions, invoices, and accounts from the app into Excel/PDF formats, making it easy to share and analyze financial data. - Vendor and Customer Prepayment Tracking: Manage finances efficiently by easily tracking vendor and customer prepayments. - Dark Mode: For those who prefer dark mode, combooks offers this feature to enhance user experience. Some of our advantages against competitors include: - Affordable: combooksoffers a cost-effective alternative to more expensive accounting software, making it accessible to a wide range of businesses. - Free Plan: combooks offers a free plan that allows users to add up to 100 transactions per year and have three different users for the account, making it accessible for small businesses and startups. - Simplified: We've tailored combooks with small businesses in mind, ensuring that accounting is hassle-free and easy to understand, even for those who aren't accounting professionals. - User-Friendly: Our intuitive interface ensures that users, regardless of their accounting expertise, can navigate and use the app with ease.
MoneyCoach
iOS
MoneyCoach - Modern Cash Tracker & Budget Manager
Track all your cash spending, manage your personal budgets and reduce your financial stress. That's what MoneyCoach is all about.
Rocky App
iOS
Rocky App - Money Manager
“Rocky App” is an optimized application for personal finance management. Rocky App – expense tracker & handy budget tool that will help you to save money. Manage daily expenses, plan a personal budget, create categories & groups, and spend wisely.