SavvyMoney Overview

SavvyMoney is a comprehensive financial management software designed to empower individuals and businesses to take control of their finances with ease. The platform offers a wide range of features that cover budgeting, expense tracking, investments, and financial planning. SavvyMoney provides a centralized dashboard where users can view all their accounts in one place, including bank accounts, credit cards, loans, and investments, allowing for a complete view of their financial health. The software helps users track their income and expenses, categorize transactions, and set up personalized budgets based on their financial goals. With its forecasting and goal-setting tools, SavvyMoney enables users to plan for future expenses and investments, helping them achieve their long-term financial objectives. The platform also includes detailed reporting features, allowing users to analyze their spending patterns, track progress toward financial goals, and identify opportunities to save. Additionally, SavvyMoney offers integration with popular accounting and tax software, making tax season easier and ensuring that all financial data is accurately recorded and reported. Whether you're an individual looking to manage your personal finances or a business seeking to streamline your financial processes, SavvyMoney offers the tools you need to manage your financial life with confidence.

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Contact Details

  • Vendor Name SavvyMoney
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

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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SavvyMoney 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

SavvyMoney Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

SavvyMoney FAQs

SavvyMoney is a comprehensive financial management software designed to empower individuals and businesses to take control of their finances with ease. The platform offers a wide range of features that cover budgeting, expense tracking, investments, and financial planning. SavvyMoney provides a centralized dashboard where users can view all their accounts in one place, including bank accounts, credit cards, loans, and investments, allowing for a complete view of their financial health. The software helps users track their income and expenses, categorize transactions, and set up personalized budgets based on their financial goals. With its forecasting and goal-setting tools, SavvyMoney enables users to plan for future expenses and investments, helping them achieve their long-term financial objectives. The platform also includes detailed reporting features, allowing users to analyze their spending patterns, track progress toward financial goals, and identify opportunities to save. Additionally, SavvyMoney offers integration with popular accounting and tax software, making tax season easier and ensuring that all financial data is accurately recorded and reported. Whether you're an individual looking to manage your personal finances or a business seeking to streamline your financial processes, SavvyMoney offers the tools you need to manage your financial life with confidence.

  • No, SavvyMoney does not offer a free version.

  • Yes, SavvyMoney offers a free trial.

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

  • No, SavvyMoney does not offer an API.

  • SavvyMoney offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • SavvyMoney offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • SavvyMoney supports the following languages:
    • English

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

  • SavvyMoney supports the following deployment:
    • Cloud Hosted

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