Best Finance Apps for iPad - Page 23
View:
-
1
Lenme
Lenme
Lenme is a peer-to-peer lending platform that connects borrowers seeking quick personal loans or cash advances with financial institutions, lending businesses, and individual investors interested in the smaller loan market. By leveraging technology, Lenme eliminates unnecessary costs, providing borrowers with transparent and immediate access to capital, while offering lenders the same data and tools typically available to large financial institutions. Borrowers can request loans ranging from $50 to $5,000 through a simple three-click process, specifying the desired amount and repayment period. Lenders then compete to offer the most favorable interest rates, regardless of the borrower's credit score. For investors, Lenme provides access to over 2,000 data points on each borrower, including credit reports, banking data, income, and payment history, enabling informed investment decisions.Starting Price: Free -
2
OnePay
OnePay
OnePay is a financial technology app designed to help users manage, save, and grow their money in one place. It offers a range of services including cash accounts, credit building tools, investing, and cryptocurrency trading. Users can earn rewards such as cash back on purchases, especially through Walmart-related benefits. The platform also provides features like early pay access, high-yield savings, and no monthly fees. OnePay includes a Credit Builder Loan that helps users improve their credit history with minimal cost. It allows flexible payment options, including buy now, pay later services for purchases. By combining multiple financial tools into one app, OnePay simplifies everyday money management.Starting Price: Free -
3
Best Wallet
Best Web3
Best Wallet is a non-custodial cryptocurrency wallet that emphasizes security and user privacy by eliminating the need for verification, ID, or KYC procedures. It supports over 60 blockchain networks, allowing users to buy, store, deposit, send, swap, and sell a wide range of cryptocurrencies, including Bitcoin, Ethereum, and Solana. The wallet integrates features such as an address book for easy transactions, decentralized account recovery, and advanced anti-fraud mechanisms to enhance user experience and security. Additionally, Best Wallet offers multi-wallet functionality, enabling users to manage multiple crypto wallets within a single app, and provides access to services like staking, spending via the Best Card with up to 8% cashback, and participation in token launchpads. Holding the platform's native $BEST token grants users reduced transaction fees and other benefits across the ecosystem.Starting Price: Free -
4
ShopXpert
ShopXpert
ShopXpert is a high-performance, fully integrated manufacturing software designed to support your entire manufacturing operation, minimizing data entry and increasing productivity. It offers automation to decrease manual procedures and inefficiencies that can slow down job shop performance. The software includes a range of modules such as standard modules, supplier portal, outsource management, jobs, employee portal, vending, costing tool, forms, tasks, workstation, training notes, academy, time clock, in-app messaging, storage, and QR codes. These modules provide functionalities like dashboard access, customer and supplier management, document storage, customizable forms, task scheduling, employee time tracking, and real-time communication with suppliers. Allows employees to efficiently manage jobs from their tablets or mobile devices, reducing the need to be tied to a desktop workstation.Starting Price: $200 per month -
5
Super.com
Super.com
Super.com is a platform designed to help users save, earn, and travel by offering a range of financial services and rewards. Through its innovative solutions, Super provides opportunities for users to earn cashback, enjoy discounts, and make smarter travel and shopping choices. The platform focuses on delivering personalized offers and savings opportunities to enhance its users' financial experience.Starting Price: Free -
6
Kudos
Kudos Technologies
Kudos is a free AI-powered tool that helps you maximize credit card rewards, uncover hidden savings, and eliminate wasteful spending—automatically. It acts as your personal financial companion, analyzing your spending to ensure you always use the best card for every purchase, track and redeem unused card perks, and avoid unnecessary fees. With the new Kudos Insights feature, it flags missed rewards, suggests when to downgrade cards, compares auto insurance rates, and finds overlooked savings—no manual effort required. Kudos connects securely via Plaid, uses zero-knowledge encryption to protect your data, and even helps you earn more shopping rewards through its browser extension. Everything works quietly in the background so you can save smarter, effortlessly.Starting Price: Free -
7
Capitally
Capitally
Capitally provides an investment management solution that enables users to track, understand, and improve the performance of their investment strategies. It aggregates all accounts in one place, allowing users to track various asset types together, compare allocations across categories, and observe changes over time. It provides performance metrics such as realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows comparison with any benchmark. Users can analyze investment fees and passive income, track upcoming and estimated dividends, compare dividend, rent, and interest income, and view yield, yield on cost, and growth at a glance. Capitally supports automatic reinvestment and DRIP schemes. Advanced charting and comparison tools help identify factors impacting returns, narrow down specific time periods, and divide returns into capital, currency, dividends, and fees.Starting Price: €7 per month -
8
OrbitRemit
OrbitRemit
OrbitRemit is an international money transfer service that enables individuals to send funds online from Australia and New Zealand to over 45 countries, including the Philippines, India, China, Thailand, and the USA. The platform offers a user-friendly mobile app and website, providing features such as rate alerts, transfer tracking, live chat support, and rewards for frequent users. Transfers are typically completed within 1 to 3 working days, depending on the destination and payment method. OrbitRemit boasts a 4.8/5 rating on Trustpilot, reflecting its reputation for reliability and customer satisfaction. The service is regulated by AUSTRAC in Australia and the Department of Internal Affairs in New Zealand, ensuring compliance with financial regulations. Starting Price: Free -
9
Field Materials
Field Materials
Field Materials is the leading AI procurement platform for contractors to automate PO and invoice processing. Its web and mobile apps streamline material procurement across the entire lifecycle of a construction project, from requesting quotes during pre-construction to managing orders and deliveries to the construction site. It digitizes workflows that were traditionally done in Excel, email, and paper. It eliminates errors and delays in projects through AI-powered checking of delivery slips and invoices, as well as automation of notifications and reminders. Field Materials is transformative in that it provides a centralized system of record to track what the contractor and supplier agree upon and automates follow-up to ensure timely closure. The company partners with both general contractors and specialty subs that buy large quantities of construction materials from trade-specialized suppliers.Starting Price: Free -
10
PortaBilling
PortaOne
PortaBilling is a comprehensive, convergent billing and charging platform designed for telecommunications service providers. It enables the launch, pricing, provisioning, and management of a complete range of telecommunication services, including voice and video calls, IP Centrex/Hosted IP PBX, IPTV and VoD, residential VoIP, CLEC-type services, WiFi, LTE, M2M/IoT, and more. It offers reduced deployment time, with access to billing in the cloud within a day, and provides enormous savings by maintaining the platform, eliminating the need for hardware purchasing, hosting, provisioning, and maintenance. PortaBilling ensures flexible scalability, allowing users to choose their ideal processing capacity and increase it on demand at any time. It guarantees zero downtime through a wide range of geographic locations to ensure redundancy during software upgrades.Starting Price: Free -
11
FanBasis
FanBasis
FanBasis is an all-in-one software platform designed to run high-ticket, high-margin digital businesses, providing everything from checkout to fulfillment with built-in financing, premium payments, and enterprise-grade scale. It offers features such as crypto payments, automated fulfillment, order bumps, upsells, custom dashboards, integration with over seven Buy Now, Pay Later (BNPL) providers, shareable payment links, flexible financing, and customizable checkout funnels. FanBasis enables users to unlock end-to-end growth tools—from hosting products to processing payments, all in one powerful platform. It ensures secure payment acceptance with reliable payouts for users and affiliates, backed by infrastructure built to protect revenue at every step. It supports scaling through real-time dashboards, embedded BNPL, dedicated automation, and growth specialists.Starting Price: Free -
12
Masttro
Masttro
Masttro is a wealth‑tech platform that aggregates all aspects of an estate, liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and more, across geographies and currencies into a single, unified WealthData system that offers full‑picture visibility and control. It supports direct ingestion from 550+ custodian feeds and alternative sources, and Doc AI automates the extraction of statements and capital activity from fund portals. It provides intuitive, customizable dashboards, templated and ad‑hoc reporting, task management, secure document storage, permissioned client portals, and a flexible API for seamless integration with existing tech stacks. Encrypted with military‑grade security and private key encryption, data is protected at rest and in transit. Designed for family offices, wealth advisors, and professional service firms, Masttro delivers dynamic performance analysis, portfolio oversight, data visualization, and more.Starting Price: Free -
13
Altoo
Altoo
Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.Starting Price: Free -
14
Swimbird
Swimbird
Swimbird develops and offers a modern, cutting‑edge cloud‑native SaaS platform called SWIP that integrates and aggregates portfolio data from multiple sources to support portfolio management, analysis, and reporting. SWIP provides real‑time aggregation and visualization of both assets and liabilities, listed and OTC financial instruments, private equity, alternatives, commercial real estate, and private assets. Built on best‑of‑breed technology and tailored for individual businesses, SWIP can seamlessly fit into existing IT infrastructures or serve as a standalone solution. It empowers banks, asset managers, family offices, investment companies, and private equity/venture capital firms with a holistic, interactive dashboard that supports flexible and customizable reporting, performance and risk analysis, asset allocation across multiple categories, and data warehouse record‑keeping, including full audit trails.Starting Price: Free -
15
Nines
Nines
Nines is the industry‑awarded household and estate management platform for discerning households, family offices, property managers, boutique hospitality, yacht crews, and their private service professionals. With Nines, you can manage properties, people, and projects all in one secure place. Organize property information, keep track of tasks and team members, and ensure the answers you need are always at your fingertips. Assign tasks to household staff and vendors via mobile‑friendly checklists; automate recurring tasks; attach documents, photos, assets, and vendors to tasks; and follow progress in real time. Store and search your household manual, documents, preferences, paint colors, light‑bulb types, and more in one intuitive, searchable system. Empower staff with a digital house manual built from industry‑standard templates, layered permissions, and mentions to connect employees, residents, vendors, assets, and guidelines.Starting Price: Free -
16
Hemonto
Hemonto
Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of over USD 55 billion and management of assets exceeding USD 10 million per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100 % independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.Starting Price: Free -
17
BOBO by Bourgeois Bohème
Bourgeois Bohème
BOBO by Bourgeois Bohème is an elite, invitation‑only digital platform that integrates bespoke financial management with luxury lifestyle services in a single, intuitive ecosystem. It offers secure family and staff wallets, wearable and virtual payment devices without names or account numbers, highly customizable spending controls by category, time, and location, and very high transaction limits (up to €1 M per card) backed by robust top‑up and ATM features. The Control Hub provides smart reporting, invoice matching, and role-based access for teams and advisors. Global lifestyle assistance is available 24/7 for administrative, travel, and entertainment arrangements, alongside curated access to premium events and experiences. With advanced security (3DS 2.2, instant blocking/unblocking) and regulation by the UK’s FCA and the EEA’s ACPR, funds are held in segregated accounts to ensure protection even in insolvency.Starting Price: Free -
18
Aleta
Aleta
Aleta is a next‑generation wealth management platform for family offices, wealth managers, and advisors that securely consolidates data from multiple custodians, asset types (including private equity, real estate, and passion assets), and currencies into a single, intuitive interface. It combines AI‑powered analytics, dynamic visualizations, and drill‑down transaction insights, supported by over 100 banking integrations and more than 15 years of reporting expertise. It automates private‑equity statement processing, enabling hassle‑free alternative asset inclusion across portfolios. ESG and impact metrics are embedded alongside financial returns to support sustainable wealth strategies. Recognized with industry awards for excellence in reporting, Aleta offers a sleek cloud‑native design, a mobile app for on‑the‑go access, white‑label customization, Microsoft‑based infrastructure, SOC 2 certification, multi‑factor authentication, encryption, and more.Starting Price: Free -
19
1fs Wealth
1fs
1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.Starting Price: Free -
20
Trusted Family
Trusted Family
Trusted Family is a secure, cloud‑native “family operating system” designed specifically for family businesses and family offices to centralize governance, collaboration, and communication. It offers modular “Spaces” for dedicated project or committee collaboration, private vaults with end‑to‑end encryption and role‑based permissions for secure document sharing, a visual family tree to capture legacy and lineage, and integrated tools for newsfeeds, surveys, events, calendars, and newsletters. It includes smart workflows, such as signature requests, automated reminders, and task assignments, along with real‑time activity insights and analytics. Multi‑factor authentication, SOC 2/SOC 3-ready encryption, GDPR compliance, virus/malware screening, daily backups, and private key architecture ensure top-tier security.Starting Price: Free -
21
Asseco QASIDA
Asseco Solutions, a.s.
QASIDA is a cloud-based ecosystem of over 170 modern applications designed to streamline business processes across multiple industries. Its suite includes ERP, CRM, AI-powered stock forecasting, service order management, rental tracking, and a comprehensive eCommerce solution to support online sales. The platform allows users to access company data anytime, anywhere, from any device, enhancing mobility and flexibility. QASIDA reduces IT infrastructure costs by eliminating maintenance and update expenses and enables businesses to scale services according to current needs. Integrations through QASIDA’s innovative API ensure seamless data exchange across different systems and applications. Overall, QASIDA helps companies increase efficiency, improve data visibility, automate workflows, and enhance cooperation.Starting Price: €35/month/user -
22
Traction
Traction
Traction Ag is a cloud-native, farm-specific accounting and management platform that links real financial data to fields, crops, and operations to reveal true cost‑per‑bushel profitability . It provides interconnected tools for cash and accrual accounting, bank integration, inventory tracking (inputs, crop loads, scale tickets, bin activity), payroll, and multi-entity management—all accessible via mobile for anytime, anywhere use . Through seamless integrations with Climate FieldView, John Deere Operations Center, FS co‑ops, and Plaid, Traction automates invoicing, billing, agronomic and financial data import, reducing manual input and enhancing financial accuracy . It supports detailed field-level profitability analysis, scale ticket and load tracking, shrink accounting, harvest records, and real‑time dashboards that empower farmers to understand margins, optimize resources, and improve planning.Starting Price: $950 per year -
23
Continia Expense Management
Continia
Continia Expense Management is a fully embedded Microsoft Business Central solution that automates the entire employee expense process by eliminating manual data entry, spreadsheets, and paper receipts. With AI-powered receipt scanning and autofill, employees can capture and submit expenses, per diems, and mileage in under 30 seconds via a mobile app or browser-based expense portal, while managers and controllers approve reports anywhere through a dedicated web approval portal. Corporate credit card transactions are imported automatically and matched to receipts, with missing receipts flagged and reminders sent. Secure digital archiving preserves original documents in an audit-proof repository, and Google Maps integration calculates mileage with customizable “via” points and route templates. Per diem rates for accommodation and meals are applied automatically, and approval workflows route reports through predefined chains to speed reimbursements.Starting Price: Free -
24
Paylinks
Paylinks
Paylinks lets you create and share simple payment requests in seconds, turning any product or service, yoga lessons, event tickets, or consulting fees, into a secure, online checkout with no POS terminal or invoicing required. From a mobile or web app, you specify an amount and description, choose PayPal, Stripe, or Square as the gateway, then generate a unique URL or QR code that can be sent via email, text, social media, or embedded on a website. Customers click the link, pick their preferred payment method (cards, net banking, and local options supported by the chosen gateway), and complete the transaction instantly. You receive real‑time notifications and a consolidated history of paid links, with customizable descriptions and optional expiration settings to manage campaigns or limited‑time offers. With a lightweight interface designed for rapid setup, multi‑gateway support, and seamless sharing across any channel, Paylinks streamlines small‑value payments for businesses.Starting Price: Free -
25
Ailit
Shenzhen Kingdee Wisdom Technology Co.,Ltd.
Ailit is a simple yet powerful inventory and business management software designed to keep your operations organized and efficient. It offers real-time inventory tracking, automatic stock alerts, and multi-store and warehouse management—all accessible from your phone or desktop. The software streamlines invoicing with customizable templates and one-click generation using barcode scanning. Ailit also provides comprehensive order management, from quotations to shipment tracking, with automatic reconciliation for customers and suppliers. Business insights are available through detailed, real-time sales and inventory reports, helping you make smarter decisions anytime, anywhere. Trusted by wholesalers and retailers worldwide, Ailit supports over 30 industries and holds multiple international security certifications for peace of mind.Starting Price: $139/year/user -
26
Basil
CoralTree
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.Starting Price: $30 per month -
27
Ambrook
Ambrook
Ambrook is accounting software built for family-run and independent businesses, especially those in agriculture like farming, ranching, equine, trucking, construction, manufacturing, processing, and real estate, that brings together bookkeeping, invoices, payments, analytics, and financial reporting into one platform tailored to their needs. It features tools like automatic bank connection so all transactions are posted, AI receipt scanning and sorting, bill pay (including built-in ACH, credit card, and check payments), and branded invoicing. Users get dashboards that let them track profit by enterprise, location, project, or unit (e.g., acre, herd, job), compare real-time costs with up-to-date production metrics, see where margins are being squeezed, and maintain a strong balance sheet. Ambrook emphasizes helping businesses know where they stand, grow what matters, and plan for the future, with built-in support for tax schedules.Starting Price: $29 per month -
28
Superwall
Superwall
Superwall is a mobile app subscription, paywall, and revenue-management platform that enables apps to build, test, deploy, and manage paywalls without code. It includes a drag-and-drop paywall editor with real-time previews; audience targeting to display personalized paywalls based on behavior or demographics; AB testing so different paywalls can be compared for conversion optimization; and campaign analytics to track revenue, subscriptions, user behavior, and entitlements all in one place. The tool supports SDKs in iOS (Swift), Android (Kotlin), Flutter, React Native, and Expo, enabling fast integration. It provides over 200 paywall templates that are fully editable (text, fonts, colors, images), and supports unlimited AB tests. Developers can set up different paywalls for different audience segments, control when and where paywalls display, and iterate quickly without needing app releases or complex deploys.Starting Price: $0.20 per conversion -
29
Maxint
Maxint
Maxint is an all-in-one personal finance platform designed to serve as your digital financial analyst. It aggregates data from over 5,000 banks covering income, expenses, assets, and liabilities to track net worth in real time and automatically categorize transactions by merchant, location, tag, or custom category. The app features intuitive budgeting tools, enabling you to set financial goals while receiving personalized deposit account and credit-card recommendations. With multi-factor authentication and end-to-end encryption, it’s built across platforms for a consistent experience. Hardware-accelerated UI and responsive design ensure smooth performance whether on mobile or desktop, and AI-powered insights detect spending patterns, alert for bills, and flag purchasing-power loss from dormant cash. In essence, Maxint gives you one central view of your financial life, intuitive automation, and actionable recommendations.Starting Price: Free -
30
Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free
