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Best Personal Finance Software For Small Business

Top picks for Personal Finance Software available for small business

7.7

Spot Score

Take control of your finances with Budget Fu.

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Freemium

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7.6

Spot Score

Effortlessly reach your financial goals.

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Freemium not available

Budgista offers custom pricing plan

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7.6

Spot Score

Take control of your finances, retire early and happy.

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Free trial not available

Freemium not available

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List of the Best Personal Finance Software For Small Business as of June 2025

7.7

Spot Score

Budget Fu - Personal Finance Software

Budget Fu

Take control of your finances with Budget Fu.

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Product Description

Budget Fu is a simple and flexible personal finance software. It's easy to use and will get user started with budgeting right away. Spend less, save more is Budget Fu's mission statement for helping consumers get on solid financial footing. With attractive features like: Payroll and banking ...

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7.6

Spot Score

Budgista - Personal Finance Software

Budgista

Effortlessly reach your financial goals.

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Product Description

Budgista, a revolutionary budget planner and expense tracker, helps individuals achieve their financial goals effortlessly. With its user-friendly interface, the software allows users to create a budget, track expenses, and save money efficiently. This versatile platform allows users to ...

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Budgista offers custom pricing plan

7.6

Spot Score

monse - Personal Finance Software

monse

Take control of your finances, retire early and happy.

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Product Description

Introducing Monse, the ultimate solution for effortless personal finance management. With its simple and automated system, you can easily control your investments in both stocks and cryptocurrencies, knowing the return on each asset at any given time. Say goodbye to financial stress and hello ...

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Pricing

7.6

Spot Score

WellPaid - Personal Finance Software

WellPaid

Split bills made easy, with WellPaid.

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Product Description

Streamline the process of managing shared expenses with WellPaid -the ultimate operating system. Seamlessly split recurring bills and subscriptions, ensuring clean and effortless finances. From roommates and co-parents to landlords and beyond, this all-in-one platform caters to a diverse user ...

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7.5

Spot Score

Mezzi

Mezzi

Take control of your wealth with expert advice.

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Product Description

Introducing Mezzi - the ultimate solution for professionals seeking autonomous wealth management. Mezzi empowers individuals to make informed decisions about their investments by providing access to valuable financial insights typically reserved for high-cost wealth advisors. With Mezzi, users ...

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Pricing

7.5

Spot Score

Miza - Personal Finance Software

Miza

Transform your finances with Miza's powerful technology.

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Product Description

Transform your personal finance management with Miza: the ultimate mobile budget app. Say goodbye to complicated financial tracking and let Miza take the wheel. With our powerful technology, you'll have a complete overview of your finances and budgeting on autopilot. Simply enter your recurring ...

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Pricing

Miza offers custom pricing plan

7.5

Spot Score

Flagright - Personal Finance Software

Flagright

Streamline compliance and prevent fraud effortlessly.

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Product Description

Flagright is a powerful AML compliance and fraud prevention tool with a developer-friendly API that only takes two weeks to integrate. With Flagright, you can easily manage risk and monitor transactions for your customers at scale using your preferred frameworks. Set customized thresholds and ...

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Pricing

Flagright offers custom pricing plan

7.4

Spot Score

Finiscus - Personal Finance Software

Finiscus

Empower your finances with Finiscus.

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Product Description

Meet Finiscus – your ultimate tool for personal financial planning. Our software empowers you to create a customized finance model that gives you a clear vision of your financial future. With Finiscus, you can easily plan your upcoming expenses, keep track of your income and expenses, and ...

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Pricing

7.2

Spot Score

ZayPop - Personal Finance Software

ZayPop

Master your money, secure your future.

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Product Description

Revamp your financial planning with ZayPop – the ultimate financial wellness app that puts you in charge of your money. No more struggling to prioritize your goals, as this innovative software takes away the hassle and helps you maximize your wealth. Say goodbye to inefficient financial ...

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Pricing

Free Trial available

7.0

Spot Score

GreenWise - Personal Finance Software

GreenWise

Unlock financial freedom with GreenWise.

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Product Description

GreenWise is a revolutionary new financial software that helps to save more money, spend less , and achieve financial freedom. User can skip the long line at the airport with the GreenWise baggage lock, allowing to keep valuable belongings safe in the event of baggage loss. With GreenWise user ...

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Pricing

Free Trial available, Try Now

GreenWise offers custom pricing plan

Money Minx - New SaaS Software

Money Minx

Maximize your wealth with Money Minx.

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4.5

(6)

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Product Description

Money Minx is the perfect net worth platform to help you stay on top of all assets, investments, debt including crypto and NFTs. Offering easy-to-use tools to build dashboards and reports, their Net Worth Calculator helps to keep track of your wealth and see how you fare against others. Not ...

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Pricing

Free Trial available, Try Now

Starts from $6.41/Month when Billed Yearly

Bnext - New SaaS Software

Bnext

Simplify your financial management with Bnext.

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Product Description

Bnext is a game-changing app specifically designed for managing your finances. It offers the convenience of online shopping and traveling while also optimizing your bank accounts. Receive instant notifications of your payments with just one click. Perfect for freelancers and small to ...

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Pricing

Actual - New SaaS Software

Actual

Efficiently manage your money with ease.

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Product Description

Introducing Actual – your all-in-one finance management tool that guarantees accurate and secure tracking of your finances. Say goodbye to automation and take manual control with our easy-to-use, local-first, and 256-bit AES encrypted application. With a fast and intuitive dashboard, you can ...

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Pricing

Free Trial available

Starts from $4/Month

Finotion - Personal Finance Software

Finotion

Take control of your finances effortlessly.

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Product Description

Finotion simplifies money management. Eliminate the tedious chore of copy-pasting into spreadsheets. Create an account and easily monitor all money-related activity in one location. With Notion, people can customize the financial dashboard to meet their exact specifications. Relate, aggregate, ...

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Pricing

Free Trial available, Try Now

Starts from $3.99/Month

Finance OS - New SaaS Software

Finance OS

Take control of your finances with Finance OS.

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Product Description

Finance OS is the ultimate comprehensive platform to easily manage and track finances. Utilizing an intuitive Notion interface, users are able to track their expenses, income, and investments in a simple yet effective manner. Finance OS displays interactive visuals to showcase areas of ...

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Pricing

Starts from $29

Alphanso - New SaaS Software

Alphanso

Intelligence meets financial strategy.

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Product Description

Introducing Alphanso, the first SEC-registered AI Investment Advisor, revolutionizing retail advisory by democratizing access to cutting-edge financial guidance. As your ultimate financial companion, Alphanso offers aggregated portfolio management, goal-based investing, and personalized ...

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Pricing

Free Trial available, Try Now

Starts from $7.99/Month, also offers free forever plan

Eclipse - New SaaS Software

Eclipse

Take control of your finances.

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Product Description

Eclipse is a comprehensive finance app that provides users with the power to manage their finances. Its user-friendly interface enables users to effortlessly view transactions, create budget plans, and analyze monitory performance. Visual charts and detailed analytics offer an overall financial ...

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Pricing

Starts from $12/Month, also offers free forever plan

Uprise - Personal Finance Software

Uprise

Take control of your finances with Uprise.

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Product Description

Introducing Uprise - the ultimate personal finance software that truly understands your individual needs. With a tagline of "Personal finance that's actually personal", Uprise goes beyond the traditional money management tools to offer customized solutions for your unique financial situation. ...

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Strabo - Personal Finance Software

Strabo

Maximize your finances with Strabo.

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Product Description

Strabo, a cloud-based personal finance application, delivers the ultimate in budgeting and goal setting. Strabo comes pre-loaded with budget templates so user can get started right away. User also have all of the tools needed to build their own annual budget in exacting detail. The Strabo is ...

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Pricing

Strabo offers custom pricing plan

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

These are the key features of Personal Finance Software. Bank Reconciliation, Cash Management, Expense Tracking, Multi-Currency, Spend Management, Tax Calculator, Financial Management, Budget Management, Portfolio Management and Alerts

This software is researched and edited by

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].