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8.1

Spot Score

Savology - Personal Finance Software

Savology Review: Is It The Right Personal Finance Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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SpotSaaS Analysis for Savology

Savology is a personal finance software tailored for finance teams in small to medium businesses. With a 4.9/5 rating from 34 user reviews, it is broadly validated, indicating strong satisfaction among its users.

Savology excels in providing personalized financial advice and a comprehensive financial report card, making it a valuable tool for businesses looking to streamline their financial management. However, it falls short for large businesses due to its limited features, which might not meet more complex financial needs.

Quick facts about Savology

Rating4.9/5 (34 reviews) | SpotScore: 8.1/10Best forSmall to medium business finance teamsPricingFreemium model availableDeploymentBrowser BasedTop strengthPersonalized financial adviceWatch-outLimited features for large businesses

What is Savology?

Savology is the ideal financial planning tool for small to medium businesses. It gives users personalized advice to help secure their finances and provides a financial report card to review progress. Track tasks and milestones to reach financial goals with ease. Savology offers a comprehensive, yet easy to use platform to make sure a company's finances remain on the right track. It's the perfect way to ensure future financial success.

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

  • Data residency:🇺🇸

Savology Software Demo

Savology was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Savology

Team types
Large Enterprises, Medium Business

Why teams choose Savology

  • Provides tailored financial advice for users.

  • User-friendly interface enhances usability.

  • Helps track financial goals effectively.

Is Savology right for you?

What buyers should know before shortlisting Savology

Savology is a personal finance tool designed to help small to medium businesses manage their finances effectively. While it offers personalized advice and tracking features, it may not cater to more complex financial requirements.

Pros and cons

Savology pros and cons

  • Savology pros
  • Provides tailored financial advice for users.

  • User-friendly interface enhances usability.

  • Helps track financial goals effectively.

  • Savology cons
  • Limited features may not support larger businesses.

  • Basic analytics could restrict financial insights.

4.9/5 rating
40 verified reviews
Free plan available

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See how it stacks up

Compare Savology side-by-side with top Personal Finance Software alternatives.

Simplifi
Mint
Quicken
+8 more
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What is the pricing of Savology?

Free TrialNot available
Free Plan✓ Included
Pricing Model
Freemium

Savology reviews and ratings

Buyer sentiment

Buyer sentiment is very strong across 40 reviews, with consistently positive feedback.

What buyers like

  • Personalized financial advice
  • Financial report card
  • Task tracking

Common complaints

  • Limited features for large businesses
  • Basic analytics
  • Not suitable for complex financial needs

4.9

Excellent

Based on 34 ratings & 40 reviews

Rating Distribution

Excellent

(40)

Very Good

(0)

Good

(0)

Poor

(0)

Poor

(0)

What users are saying

TS

Tyler S

06/09/21

5 out of 5

"Fills a huge need"

What do you like best about Savology? I love savology. Makes finances make sense and actionable. What do you dislike about Savology?

RH

Robert Hafen

06/09/21

5 out of 5

I went through the process and it was…

I went through the process and it was very beneficial to see what areas I needed to work on and and gave me actionable insights. Great product.

AC

Amy Caldwell

06/08/21

5 out of 5

Savology is the newest tool to help in…

Savology is the newest tool to help in my financial success.

JT

Jacob Tye

06/08/21

5 out of 5

Amazing financial planning platform

Amazing financial planning platform! I love the ability to talk to professionals and link all my accounts!

BH

Bruce Hassler

06/08/21

5 out of 5

Great tool for financial plan!

I've used Savology for over a year now and it's been great to see how well I'm doing in all the different aspects of my financial plan, but what I've ...

Read more

GM

Glen Mella

06/08/21

5 out of 5

A critical solution for today

A critical solution for today. Just takes a few minutes but can save a ton of stress and headache. Great app!

What are the features of Savology?

17%

Feature coverage

4 of 24 tracked features

Budgeting is a crucial aspect of financial management, and it involves the process of planning, organizing, and controlling financial resour…

A financial dashboard is a software feature designed to provide an overview of an organization's financial health. It presents key financial…

A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physic…

Spend Tracker is an innovative software tool that enables users to effortlessly manage and track their expenses. It is a feature-rich applic…

Security & Compliance

Savology security and data handling

Key compliance certifications and security features for IT and security teams evaluating Savology.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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9.8

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7.4

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8.1

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Help & Contact

Savology Support Options

Customer ServiceBusiness HoursOnline
LocationLehi, UT

Frequently Asked Questions About Savology

Common questions buyers ask before choosing Savology.

Savology is a Personal Finance Software. Savology offers Spend Tracker, Financial Dashboard, Budgeting and many more functionalities.

Buyers commonly note the following limitations of Savology: Limited features may not support larger businesses.; Basic analytics could restrict financial insights.; Overwhelming for users unfamiliar with finance tools..

Some top alternatives to Savology includes Simplifi, Mint, Quicken, PocketSmith and Certaincents.

Savology offers Freemium pricing model

We don't have information regarding integrations of the Savology as of now.

The starting price is not disclosed by Savology. You can visit Savology pricing page to get the latest pricing.

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

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