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About

Fincaly is an AI-powered financial tracking platform designed to help small and medium-sized businesses understand and manage their finances. It enables users to track profit and loss in real time without needing advanced accounting knowledge. The platform allows businesses to compare financial performance across different months or years with clear visual insights. Fincaly provides features like transaction logging, goal setting, and automated alerts for revenue changes or expense spikes. Users can generate reports in formats like PDF and Excel for sharing or tax preparation. Its intuitive interface simplifies financial management, making it accessible for non-experts. By turning financial data into actionable insights, Fincaly helps businesses make smarter decisions and grow profitability.

About

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fincaly is built for small and medium-sized businesses (SMEs) that want to better track and understand their finances.

Audience

Organizations needing a solution to manage and improve their financial planning operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$139.95 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fincaly
fincaly.com

Company Information

RightCapital
United States
www.rightcapital.com

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Moneytree

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Bloomberg Income Tax Planner

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Categories

Categories

Integrations

Addepar
Agility
Altruist
AssetMark
Betterment
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Pulse
SmartOffice
TD Ameritrade
Wealthbox

Integrations

Addepar
Agility
Altruist
AssetMark
Betterment
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Pulse
SmartOffice
TD Ameritrade
Wealthbox
Claim Fincaly and update features and information
Claim Fincaly and update features and information
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Claim RightCapital and update features and information