Income InSight Overview

Income InSight is a cutting-edge financial management software that helps individuals and businesses track, manage, and optimize their income and expenses. The platform offers a comprehensive suite of tools that automate the budgeting process, monitor cash flow, and provide detailed insights into financial health. Users can easily set financial goals, track progress, and analyze spending patterns, making it easier to make informed decisions and adjust strategies accordingly. Income InSight also integrates with bank accounts and credit cards, automatically importing transaction data for accurate record-keeping. The software provides real-time alerts for overspending, upcoming bills, and potential savings opportunities. Additionally, Income InSight offers robust reporting tools, allowing users to generate detailed financial reports and forecasts to plan for the future. Ideal for personal finance management or small business accounting, Income InSight simplifies complex financial tasks and ensures users stay on top of their financial goals.

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Income InSight Screenshot & Video

Contact Details

  • Vendor Name Covisum
  • Founded 2016
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Insurance

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Income InSight Features

  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export

Income InSight Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$119.99 Per Month

Income InSight FAQs

Income InSight is a cutting-edge financial management software that helps individuals and businesses track, manage, and optimize their income and expenses. The platform offers a comprehensive suite of tools that automate the budgeting process, monitor cash flow, and provide detailed insights into financial health. Users can easily set financial goals, track progress, and analyze spending patterns, making it easier to make informed decisions and adjust strategies accordingly. Income InSight also integrates with bank accounts and credit cards, automatically importing transaction data for accurate record-keeping. The software provides real-time alerts for overspending, upcoming bills, and potential savings opportunities. Additionally, Income InSight offers robust reporting tools, allowing users to generate detailed financial reports and forecasts to plan for the future. Ideal for personal finance management or small business accounting, Income InSight simplifies complex financial tasks and ensures users stay on top of their financial goals.

  • No, Income InSight does not offer a free version.

  • Yes, Income InSight offers a free trial.

  • No, Credit Card details are not required for the Income InSight trial.

  • Income InSight offers the following pricing plans & packages:

    Basic

    $119.99 Per Month

  • Income InSight supports the following payment frequencies:

    • Monthly Subscription

  • No, Income InSight does not offer an API.

  • Income InSight offers support with the following options:
    • 24x7 Support , Chat

  • Income InSight offers training with the following options:
    • Live Online , Webinar , Documentation

  • Income InSight supports the following languages:
    • English

  • Following are the typical users of the Income InSight:
    • Self-Employed , Small-Business , Midsize-Business

  • Income InSight supports the following deployment:
    • Cloud Hosted

  • Income InSight supports the following devices and operating systems:
    • Web-Based