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TagsCash flow

Cash flow

Track the timing of incoming and outgoing money to understand available funds over time.

TrendingLatest

Beanvest

Research public companies through quality scores and valuation

Financial data & research

Plansera AI

Draft evidence-based business plans with guided intake and financial projections

Business planning & strategy

getquin

Track investments, cash flow and your wider net worth

Portfolio tracking

FreeAgent

Accounting and UK tax workflows for small businesses

Accounting & bookkeeping

PlanBuildr

Guided business plans with automatically calculated financial projections

Business planning & strategy

QuickBooks

Accounting, invoicing, and cash-flow tools for small businesses

Accounting & bookkeeping

Pralana

Detailed retirement modeling with scenarios and tax calculations

Retirement planning

Wave

Accounting and invoicing for small business owners

Accounting & bookkeeping

Novo

Business checking tools for independent US businesses

Banking & accounts

Bluevine

Business checking, invoicing, and financing in one dashboard

Banking & accounts

Upmetrics

Write a business plan and connect it to forecasts, dashboards, and a pitch deck

Business planning & strategy

ProjectionLab

Visualize long-term finances and retirement scenarios

Retirement planning

Boldin

Build retirement plans and compare scenarios

Retirement planning

Relay

Business banking and cash flow organization

Banking & accounts

Credit Karma

Credit scores, reports, and financial insights

Credit & debt management

Copilot Money

Keep spending, budgets, and investments in one view.

Budgeting & cash flow

PocketSmith

See your finances today and plan future cash flow.

Budgeting & cash flow

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Business bankingInvoicingBusiness planningScenariosFinancial modelingRetirementNet worthRetirement planningAccountingFinancial planning

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