Moneytree Overview

Moneytree is a financial reporting software that enables organizations to manage their financial data, generate reports, and track performance easily. The platform provides tools for budgeting, forecasting, and analyzing financial statements, ensuring that businesses can maintain accurate financial oversight. Moneytree’s analytics deliver insights into revenue streams, expense patterns, and financial health, allowing teams to make informed decisions. Integration with accounting systems and ERP solutions supports seamless financial data management. Ideal for finance teams, accountants, and business leaders, Moneytree enhances financial visibility, improves reporting accuracy, and supports effective financial management.

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Moneytree Screenshot & Video

Contact Details

  • Vendor Name Moneytree Software
  • Founded 1981
  • Location United States

Support

  • Email Email
  • Phone Phone

Training

  • 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

Accounting, Banking, Computer Software, Education Management, Financial Services, Insurance, Non-profit Organization Management

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Moneytree Features

  • Arrow Icon General Ledger
  • Arrow Icon Forecasting
  • Arrow Icon Self-Service Reporting
  • Arrow Icon Financial Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon Expense Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Financial Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Department/Project
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Real Time Reporting
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Visualization
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Purchase Order Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Receipt Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Cash Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Multi-Currency
  • Arrow Icon What If Scenarios
  • Arrow Icon Customizable Reports
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Activity Dashboard
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Audit Trail
  • Arrow Icon Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Company
  • Arrow Icon Financial Analysis

Moneytree Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Elite

$1981 Per User

Moneytree FAQs

Moneytree is a financial reporting software that enables organizations to manage their financial data, generate reports, and track performance easily. The platform provides tools for budgeting, forecasting, and analyzing financial statements, ensuring that businesses can maintain accurate financial oversight. Moneytree’s analytics deliver insights into revenue streams, expense patterns, and financial health, allowing teams to make informed decisions. Integration with accounting systems and ERP solutions supports seamless financial data management. Ideal for finance teams, accountants, and business leaders, Moneytree enhances financial visibility, improves reporting accuracy, and supports effective financial management.

  • No, Moneytree does not offer a free version.

  • Yes, Moneytree offers a free trial.

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

  • Moneytree offers the following pricing plans & packages:

    Elite

    $1981 Per User

  • Moneytree supports the following payment frequencies:

    • Annual Subscription

  • No, Moneytree does not offer an API.

  • Moneytree offers support with the following options:
    • Email , Phone

  • Moneytree offers training with the following options:
    • Documentation

  • Moneytree supports the following languages:
    • English

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

  • Moneytree supports the following deployment:
    • Cloud Hosted

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