Best Finance Apps for iPad - Page 24
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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 -
2
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 -
3
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 -
4
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 -
5
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 -
6
Credas
Credas
Credas is a digital identity verification and compliance platform that helps businesses verify customer identity, perform anti-money-laundering, Know Your Customer, and due diligence checks, and streamline onboarding with secure, real-time technology. It uses biometric facial recognition, liveness detection, and digital document verification to confirm a person’s identity against government-issued IDs and integrated data sources, replacing manual, time-intensive checks with automated workflows that deliver results instantly through a web portal, mobile app, or API integration. Credas also supports PEP/sanctions screening, proof of address and source of funds analysis, automated data capture forms, advanced eSignatures, and configurable onboarding journeys that can be fully branded and tailored to sector-specific compliance needs such as finance, legal, property, recruitment, and corporate services.Starting Price: Free -
7
Monex
Monex
Monex USA is a global payments and foreign exchange platform that helps businesses send, receive, and manage money in more than 130 currencies while improving speed, cost, transparency, and risk control compared with traditional banking channels. It offers secure international payment services, including spot transactions, forward contracts, market orders, and multi-currency accounts, backed by around-the-clock access and a dedicated FX expert for each client. It supports sophisticated risk management tools such as FX options to hedge against volatility in currency markets, giving companies ways to protect profits and forecast exposure. Monex USA also provides API access and a mobile app so users can get live quotes, execute transactions, and track payments from anywhere, with real-time pricing and transaction tracking.Starting Price: Free -
8
Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
9
Nav
Nav
Nav is a business credit and financial health platform that helps small businesses track, monitor, and build their business and personal credit profiles across the major bureaus (Experian, Equifax, and Dun & Bradstreet) in one centralized dashboard so owners can see where they stand and understand what lenders and partners see when evaluating creditworthiness. It provides real-time credit monitoring, alerts, detailed credit reports, score tracking, and cash flow health tools to help users spot changes, correct errors, and make informed decisions about credit and financing. Nav also matches businesses to financing opportunities by analyzing their credit and financial data to recommend loans, credit cards, lines of credit, and other funding options that fit the business profile, helping streamline what can otherwise be a confusing research process. With optional memberships like Nav Prime, users can build business credit faster through tradelines.Starting Price: $39.99 per month -
10
Sola Payments
Sola Payments
Sola Payments is a complete omnichannel payment processing platform that unifies online, in-person, and mobile transaction acceptance with tools for billing, invoicing, recurring and usage-based billing, and flexible pricing logic, enabling businesses to offer seamless checkout experiences across channels while managing all payment activity from a centralized merchant portal. It supports a wide range of payment methods, including credit and debit cards, ACH, digital wallets like Apple Pay and Google Pay, EBT/EBT SNAP, gift cards, multi-currency transactions, and contactless payments, so merchants and platforms can meet customer preferences and expand revenue opportunities. Sola’s integrated suite includes features like smart retry for failed transactions, automated reporting and revenue recognition, and promotional pricing, helping reduce revenue loss and streamline financial operations.Starting Price: Free -
11
Tholos
Tholos
Tholos is a multi-party computation-based digital asset custody and treasury management platform that lets teams securely hold, operate, and transact with their cryptocurrency and tokens across Bitcoin, Ethereum, Solana, and 30+ other chains from a single unified dashboard without trusting centralized custodians or sharing seed phrases. It splits key shares among team members so no single person or device holds the entire key, eliminating single points of failure while enabling secure multi-signature workflows and approving transactions through mobile biometric confirmation, so team governance remains strong and decentralized. It includes a policy engine for spending limits and conditional approvals, WalletConnect integration for safe DeFi and dApp interactions, and tools for same-day fiat on/off ramps, in-dashboard swaps, OTC desk access, and developer APIs for programmatic vault management and automated workflows.Starting Price: $300 per month -
12
Indraaj
Indraaj Pvt LTD
Indraaj is a comprehensive cloud-based accounting and ERP software built to meet the financial and operational needs of businesses across the UAE. It enables organizations to manage invoicing, expenses, accounts payable and receivable, bank reconciliation, VAT and corporate tax compliance, payroll, inventory, and asset management from a single secure platform. Indraaj also supports budgeting, project costing, multi-currency transactions, and real-time financial reporting, including balance sheets, profit and loss statements, and consolidated reports. With role-based user access, automated workflows, audit trails, and anytime online access, the software helps startups, SMEs, and growing enterprises reduce manual effort, maintain compliance, and gain clear financial visibility to make confident, data-driven business decisions.Starting Price: $25/month -
13
Paybrain
Paybrain
PayBrain is an all-in-one payment processing and business operations platform that helps small businesses, freelancers, and creators accept payments, manage customers, and deliver digital products and services with minimal setup. It offers payment acceptance, including QR code generation and scanning, mobile point-of-sale checkout, invoicing, recurring billing, and subscription management through integrations with major processors like Stripe, so businesses can charge customers in person, online, or via shared links. PayBrain also includes built-in CRM features to track customer history and interactions, professional invoice creation with branded templates and automated reminders, and secure delivery of paid digital content or files that unlock immediately after payment, streamlining both sales and fulfillment workflows. Users can generate contactless payment QR codes, process refunds, and handle autopay subscriptions while managing customer and transaction data.Starting Price: Free -
14
Waypoint Budget
Waypoint Budget Inc.
Waypoint Budget is a personal finance app that helps individuals and couples take control of their money. Connect your US or Canadian bank accounts through Plaid or Flinks for automatic transaction syncing. Set monthly budgets by category and track spending in real time with visual breakdowns. Get personalized savings advice from an AI Money Coach that analyzes your actual spending patterns. Track your net worth across all accounts including registered accounts (RRSP/TFSA and 401k/IRA). Share budgets with your partner through household budgeting. Set financial goals with projected timelines. Includes smart categorization, recurring transaction detection, monthly reports, calendar view, CSV import, and bank-level encryption. Free tier available.Starting Price: $7.99 -
15
Feevio
Feevio
Feevio is an AI-powered invoicing platform that helps freelancers, contractors, and small businesses create invoices simply by speaking. Instead of spending time manually entering line items and formatting invoices, users can record a short description of the work they’ve completed. Feevio uses advanced AI to transcribe the recording, understand the job details, and automatically generate a professional invoice with the correct services, hours, and pricing. This voice-to-invoice workflow allows professionals to create and send invoices in seconds, reducing administrative work and helping businesses get paid faster. Feevio is built for people who want invoicing to be simple, fast, and effortless.Starting Price: $15/month -
16
Outmin
Outmin
Outmin is an AI-powered bookkeeping platform designed to fully automate financial management by acting as a “zero-touch” digital bookkeeper that processes transactions, reconciles accounts, and delivers real-time financial insights without manual effort. It connects directly to bank accounts, suppliers, and business systems to automatically retrieve financial data, process invoices, categorize transactions, and maintain continuously reconciled books as activity happens. Its AI engine handles core accounting tasks such as data entry, invoice processing, and reconciliation, while also detecting anomalies like missing invoices or unexpected payments and flagging them for review. Outmin generates up-to-date financial reports, including cash flow, profit and loss statements, balance sheets, and trial balances, allowing users to access accurate, audit-ready data at any time without waiting for month-end closes.Starting Price: €49 per month -
17
SiFi
SiFi
SiFi is an all-in-one expense management and spend control platform designed to give organizations complete visibility and control over company spending through automation and real-time tracking. It enables businesses to issue corporate cards to employees for work-related expenses, with every transaction tracked instantly on the platform to provide transparency and financial oversight. It allows finance teams to set individual or team budgets, monitor spending against those limits in real time, and receive alerts when budgets are nearing their thresholds, helping prevent overspending and improve planning. It centralizes financial operations by combining expense tracking, reimbursements, automated approval workflows, and accounting processes into a single interface, reducing manual work and minimizing errors. SiFi also provides detailed analytics and reporting, allowing organizations to analyze expenses by category, department, employee, or time period to identify trends.Starting Price: $199 per month -
18
WinFactor
WinFactor
WinFactor is a comprehensive accounts receivable factoring platform designed to manage and automate the full lifecycle of invoice financing operations, enabling factoring companies to streamline workflows from submission to funding within a single, integrated system. It supports all types of receivables, including general and transportation factoring, and provides tools for invoice verification, notice of assignment delivery, missing paperwork tracking, and funding management, along with automated receipt posting and invoice settlement with precise calculations of fees, reserves, and rebates. It includes advanced document management capabilities, allowing invoices to be submitted through multiple channels and processed using OCR and artificial intelligence to extract and validate data in real time, while alerting users to credit limits and outstanding accounts receivable.Starting Price: Free -
19
FinView
FinView
FinView is a specialized, cloud-based debt collection platform designed to help agencies manage and optimize the entire debt recovery lifecycle through automation, data integration, and centralized workflows. It combines case management, communication, analytics, and customer self-service tools into a single system, enabling teams to streamline operations and improve collection outcomes. It provides a unified workspace where agents can access a 360-degree overview of each case, including debtor information, payment plans, communications, and documents, while integrated modules such as TaskDesk and Inbox allow teams to manage tasks and handle multi-channel communication from one place. It supports automated workflows through a drag-and-drop builder, allowing organizations to define rules, orchestrate processes, and engage debtors across channels without requiring coding.Starting Price: Free -
20
Nitra
Nitra
Nitra is an AI-native operating system designed to help healthcare practices manage their entire business and back-office operations through a unified, intelligent platform. It embeds AI agents directly into core workflows such as finance, procurement, inventory, and patient management, enabling clinics to automate tasks like payments, purchasing, scheduling, insurance verification, and patient communication within a single system. It includes AI-powered financial tools that categorize expenses, reconcile transactions, detect anomalies, and enforce spending controls in real time, while also providing bill pay automation, accounting integrations, and detailed insights into cash flow and performance. On the operational side, Nitra centralizes procurement by aggregating vendors and using AI to compare prices, negotiate purchases, automate reordering, and track inventory with features like lot number and expiration monitoring.Starting Price: Free -
21
Devdraft
Devdraft
Devdraft is a stablecoin-native, cross-border payments platform designed to help businesses operate globally with speed, control, and simplicity. It provides instant access to virtual USD and EUR bank accounts, enabling users to receive international payments, hold balances in stable currencies, and convert or withdraw funds to USDC or USDT in seconds. It eliminates traditional friction points such as delayed settlements, high remittance fees, and foreign exchange limitations by offering a seamless infrastructure built for modern, borderless commerce. Users can send and receive payments globally, create invoices and payment links, and manage transactions in real time through a unified financial hub. Devdraft also integrates e-commerce capabilities through its Product Store, allowing businesses to list products, manage inventory, track performance, and collect payments without needing a separate website.Starting Price: Free -
22
TaxBandits
TaxBandits
TaxBandits is an IRS-authorized e-filing solution for 1099, W-2, W-9, 1095, 941, 940, and other business tax forms, built to help businesses, accounting firms, payroll providers, and platforms file securely and accurately from one account. It supports year-end tax filing, payroll tax filing, ACA reporting, W-9 management, TIN matching, recipient copy distribution, postal mailing, e-delivery, corrections, and real-time filing status tracking. Users can import data through Excel, Google Sheets, CSV uploads, Smart Upload, IRIS uploads, copy-and-paste tools, accounting software integrations, or API workflows, then validate records before transmitting forms to the IRS, SSA, or state agencies. TaxBandits helps reduce filing errors with built-in data validations, accuracy checks, TIN matching, EIN verification, recipient address checks, and compliance alerts. Its W-9 Manager lets teams request, collect, and manage W-9 and W-8 forms from vendors in one place.Starting Price: $5.95 per form -
23
Stack
Ramp
Ramp Stack is an AI platform built for accounting firms, designed to handle bookkeeping, reconciliations, month-end close, and recurring accounting workflows end-to-end. It lets firms assign real work to AI on day one, including reconciliations, schedules, monthly reporting, journal entries, schedule roll-forwards, variance analysis, accruals, and other close-related tasks, moving work from workbook to ledger with human sign-off built in. Stack comes with accounting expertise built in and follows each firm’s exact processes across every client, so teams can run work consistently while maintaining control, visibility, and auditability. It is built around codified SOPs called skills, which agents follow and reuse across clients for common workflows such as reconciliations, journal entries, variance analysis, schedules, and accruals. Firms can edit any skill or build new ones as their book evolves, tailoring Stack to each client’s needs.Starting Price: $15 per month -
24
DATABASICS Expense
DATABASICS
No matter where your employees travel or what they buy, DATABASICS expense management software gives your organization the best of both worlds: a powerful solution that’s easy to use. Get the tools you need to manage compliance, corporate policies and reporting with more flexibility and less hassle. Take the drudgery and inconvenience out of the expense reporting process. DATABASICS Expense Management System is fully mobile and designed to make short work of the most tedious tasks like receipt and hotel folio management. Discover an expense reporting solution that makes it easy to manage receipts, per diems, mileage and budgets. Formulate and enforce all of your company’s policies, keep track of projects, grants and other activities, and improve the efficiency of your audits with our expense report software. Gain the oversight, accountability and transparency you need—no matter where you do business.Starting Price: $8 per month -
25
Legalesign
Legalesign
Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.Starting Price: £6.00 ($9.00) -
26
Emburse Tallie
Emburse
Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse Tallie carries a promise to humanize work while delivering expense management solutions for small organizations and their accountants. The people at Tallie believe small businesses deserve expense software that is ridiculously easy to use, takes limited time out of the workday to manage, eliminates accounting mistakes and can be implemented rapidly. Tallie is designed to integrate seamlessly with your core accounting system, whether it's Xero, QuickBooks, Sage Intacct or NetSuite. Plus, Tallie's unique partnership with Bill.com ensures your financial software systems are always working together to ensure your payments are made on time. As part of the Emburse company, we deliver our customers the same underlying data automation that powers the world's largest businesses at a fraction of the price.Starting Price: $50/month -
27
SutiExpense
SutiSoft
SutiExpense by SutiSoft is a web-based expense management software solution that helps organizations track expenses, book online travel, enforce spend policies, manage approvals, capture expense receipts, and allocate project expenses. Highly configurable and comes with an intuitive user interface, SutiExpense helps meet the unique expense reporting needs of any type of business. The solution also enables users to easily generate, submit, and/or approve expense reports through native apps for Android and Apple iOS. Some core features include VAT, GST, HST tax capabilities, cost allocation (project, client, and time), currency conversion, receipt matching, accounting system export, and credit card statement import.Starting Price: $6.50/month/user -
28
ExpensePoint
ExpensePoint
ExpensePoint is an easy to use, mobile expense management software solution that helps employees create, submit, approve, and process expense reports from anywhere, at any time. This full comprehensive expense management application is perfectly suitable for small and large multi-national enterprises wanting to fully automate their employee expense reporting processes. Key features include receipt imaging, credit card integration, multi-device access, approval routing, employee reimbursement (ACH), and policy enforcement.Starting Price: $10.50/month/user -
29
Datacor ERP
Datacor
Datacor ERP is a fully integrated enterprise resource planning (ERP) software solution created by Datacor specifically designed for the process manufacturing and chemical distribution industries. Datacor ERP helps integrate the entire business environment by connecting people, procedures, and departments across all operations. Features specific to process manufacturers include Cradle-to-Grave lot tracking and cfr21Part 11 compliance. Distribution-specific features include rebates, price support (CUPS), and multi-source purchasing. Benefits: - Streamline production and quality from a single-source solution - Ensure top-of-the-line products from formulation to shipments - Manage order entry, ensure accurate invoicing and optimize selling - Improve efficiency, inventory accuracy and executive decision-making - Integrate government reporting requirements with business operations for hassle-free compliance -
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Ignition ERP
AFS Technologies
Ignition ERP solution is an enterprise-grade system that is exclusively designed for the unique needs of food and beverage distributors and processors. Equipped with a robust set of features, Ignition ERP helps increase productivity and business efficiency by optimizing inventory, data, and cash flow. By leveraging Ignition ERP, you can significantly cut costs, maximize your staff's productivity, effectively manage inventory, and comply with food safety standards. Key functions include buyer and vendor dashboards, real-time general ledger, deal management and tracking, extensive pricing and costing set up, and more.
