Best Finance Software for Mac - Page 15
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Compare the Top Finance Software for Mac as of November 2026 - Page 15
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1
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 -
2
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 -
3
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 -
4
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 -
5
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109 -
6
ValueEQ
ValueEQ
ValueEQ is a Business Valuation Software 2.0 built for finance professionals who need instant access to institutional-grade data and tools without the inefficiency of legacy solutions. With 60,000+ public company comps, 60,000+ M&A deals parsed daily, and an end-to-end suite of valuation tools (WACC, DCF, multiples, and more), ValueEQ empowers analysts, consultants, and investors to deliver insights with speed, accuracy, and defensibility. -AI-Powered Insights – Natural language queries (“Find SaaS acquisitions in Europe under €200m”) return clean comp sets in seconds. -Global Coverage – 120+ countries, 70+ exchanges, and tens of thousands of private & public comps. - Real-Time Deal Flow – M&A transactions parsed within hours of filing, with multiples extracted and normalized. - Valuation Workflows – WACC calculators, DCF engines, DLOM models, and report generators in one place. - Flexible Pricing – Solo plans at €99/mo and team plans at €240/moStarting Price: $99/month/user -
7
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 -
8
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 -
9
NAKA
NAKA
NAKA presents a next-generation payment ecosystem built around a fully blockchain-based, EMV-compatible payment scheme and card, allowing businesses and individuals to issue and use cards that integrate self-custody wallets, tokenized assets, and seamless fiat conversion at the point of payment. The NAKA Card supports both custodial and non-custodial models, enabling users to hold and transfer assets, spend tokenized holdings such as real estate, precious metals, fine art, or cryptocurrencies, and only convert to fiat at the moment of transaction, helping protect against inflation. The accompanying NAKA Pay app offers a unified interface for card management, asset linkage, top-ups, freezing, and tracking transactions, all without requiring a traditional bank account. For issuers, NAKA enables rapid card issuance and full customization of card features, branding, loyalty integration, and underlying rules with no additional banking licence required.Starting Price: Free -
10
MiNDCAN Profit+
MiNDCAN
MiNDCAN Profit+ is a software platform designed to help organizations institutionalize cost-optimization practices and improve their profit margins. The platform enables the C-suite and business leaders to collect, track, and evaluate cost-saving ideas across the enterprise, rank and score them by maturity and value, and monitor progress through evaluation, implementation, and measurement workflows. Users gain access to analytical dashboards tailored for executives that display key performance indicators related to cost-reduction activities, while a companion mobile app supports remote tracking of cost-optimization efforts. The platform connects to existing financial systems to verify actual savings and delivers real-time visibility into initiatives. Fully configurable and cloud-enabled, the interface supports multilingual and multicurrency setups for global rollouts, as well as browser and mobile access.Starting Price: Free -
11
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 -
12
ScanRelief
ScanRelief
ScanRelief is a desktop application that uses OpenAI to automate the processing of receipts and invoices by scanning a folder of image or PDF files, extracting key details like date, amount, and vendor name, renaming each file into a meaningful, chronologically sortable filename, and generating a comprehensive Excel report with all extracted receipt data. The tool supports JPEG, PNG, HEIC, and PDF formats, auto-rotates images, converts HEIC to JPEG when necessary, and downsizes images to meet API-upload limits. It processes files in batches in parallel, enabling users to analyze large volumes of receipts quickly while paying only for actual OpenAI-API usage. Files are processed locally and temporarily sent to OpenAI’s API, and ScanRelief asserts that data is not used for model training. Benefits include improved file-naming that makes receipts findable, simplified reconciliation with bank transactions or accounting records, and audit-ready reporting.Starting Price: $11 one-time payment -
13
Emma Legal
Emma Legal
Emma Legal is an AI-powered workspace purpose-built for legal due diligence in M&A. It helps law firms, in-house teams and VCs/PEs to review data rooms faster, more effectively. By identify missing information, assessing legal risk and turning findings into clear due diligence reports. Emma connects directly with SS&C Intralinks VDRPro and DealCentre AI, Ideals, HighQ, Virtual Vaults, OneDrive, SharePoint, Google Drive, Box and Dropbox. Core features include IRLs, document classification, Gap Analysis, Checks, Playbooks, AI Chat, Matrix, risk heatmaps, source-linked findings, collaboration, approvals, audit trails, multilingual review, document comparison, structured extraction and custom reporting. Beyond due diligence, Emma supports contract portfolio review, agreement comparison, compliance analysis and AI-assisted document analysis at scale. By reducing manual review by up to 60%, Emma helps lawyers focus on judgment, recommendations and negotiation strategy.Starting Price: $1000 -
14
Quantium
Quantium
Quantium is a next-generation private markets investment management platform that centralizes fund, portfolio, and investor data into one intuitive, scalable SaaS system designed to replace error-prone spreadsheets and disconnected tools, giving teams a single source of truth for complex investment operations and reporting. It supports fund and portfolio management workflows, including dual-sided accounting for complex structures, NAV and capital call automation, cash flow tracking, performance analytics, and cross-fund insights, while streamlining investor management and servicing with workflows for capital calls, distributions, and investor relationships. It delivers unlimited reporting and business intelligence through configurable dashboards, ready-made templates compliant with industry standards such as ILPA, and real-time data visualization so teams can produce accurate and investor-ready reports quickly. -
15
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 -
16
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 -
17
BMPT Books
BMPT Books Inc.
BMPT Books is a cloud-based business management and accounting platform that helps businesses manage their finances, operations, and growth from a single integrated system. The software includes accounting, invoicing, inventory management, purchasing, expense tracking, payroll, human resources, customer relationship management (CRM), point of sale (POS), fixed assets, project management, budgeting, multi-currency accounting, and comprehensive business reporting. Businesses can create and manage quotations, invoices, bills, purchase orders, journal entries, payroll runs, and financial statements while maintaining real-time visibility into cash flow, profitability, inventory levels, and operational performance. The platform also supports rental and lease management, enabling organizations to manage rental contracts, lease schedules, recurring billing, asset rentals, tenant records, renewals, and payment tracking. BMPT Books includes an AI-powered assistant that helps users.Starting Price: $8/month -
18
TimeBill
Lohr Software
TimeBill is a native, offline-first time tracking and invoicing app for macOS, built for freelancers and consultants who bill for their time. Track work with a one-click timer or manual entries, and handle hourly, fixed-price, and cost-based projects (materials, expenses, mileage) alongside client and project management. Turn tracked work into professional PDF invoices and timesheets in seconds: design reusable layouts with the built-in Template Editor, polish rough notes into clean client-facing text, and follow every job from Unbilled to Billed to Paid. Create invoices in 7 languages (English, German, Dutch, French, Spanish, Italian, Portuguese), export time as CSV, and back up projects as JSON. TimeBill is 100% offline and private - no account, no cloud, no analytics. Your client data never leaves your Mac. Free to start, with an optional Premium upgrade. Available on the Mac App Store and Setapp.Starting Price: $29.99/year -
19
Tradeics
Tradeics Inc.
Global B2B trade powers economies, yet most businesses still run on outdated systems, fragmented tools, and processes that slow growth instead of enabling it. Procurement is treated as a cost center, supply chains remain siloed, and digital transformation often adds layers of complexity rather than clarity. Tradeics is changing this. We are building the B2B Trade OS, a next-generation operating system for global trade that unifies Source-to-Pay, B2B Sales, e-Procurement, Finance, and Supply Ecosystem Management in one seamless platform. But Tradeics is more than a product. It is a network where buyers, suppliers, and experts connect, collaborate, and grow together. Our mission is clear: simplify trade, accelerate growth, and bring trust and transparency into every transaction.Starting Price: $0 -
20
Invora
Ownware
Self-hosted invoicing you own outright - no monthly fee, no cut of what you bill, no invoice cap. Estimates convert to invoices in one click, every document renders to a branded PDF, and clients open a public link without an account. Record part-payments and see what you are owed by client and by age. Recurring invoices draft each cycle for you to review; a unique period stamp means the same month can never draft twice. Nothing is emailed automatically - every client email is a button you press, sent through your own SMTP, each attempt logged. Version 3.1 adds emailed invoices and reminders plus an .ics feed of due dates, all shipped switched off. Also included: REST API with revocable keys, webhooks, an MCP endpoint for AI assistants, 2FA, OIDC sign-in, scheduled backups, audit log, dark mode. Plain PHP 8 + MySQL or SQLite, no framework, no build step. It never phones home. A live demo runs on the product page - it opens signed in, with no signup and no password.Starting Price: $99 one-time -
21
CollectIQ
Vaidev Technologies
CollectIQ is a locally-run Accounts Receivable Intelligence Dashboard. It reads AR transaction data directly from Excel and generates a professional dashboard covering ageing analysis, per-customer DSO tracking, credit scoring, an interest engine, and payment reminder drafts. Runs 100% on your machine — no cloud, no login, no subscription. One-time payment. Free tier available for up to 50 customers.Starting Price: $0 (Free tier); Pro $39 -
22
Argo Books
Argo Books
Argo Books is easy-to-use accounting software for small businesses that want to manage their books without the complexity. It runs as a desktop app on your own computer, so there is no account to create, it works offline, and your company file stays on your machine encrypted with AES-256. Turn receipts and statements into books: photograph a receipt and it extracts the vendor, date, total and every line item; import spreadsheets with any column layout; import bank statements and match transactions automatically. Run the rest of the business in one place: invoicing and quotes with online payments through Stripe or Square, customers and suppliers, inventory with purchase orders and returns, rental bookings, and Canadian payroll with T4s. Plan ahead with revenue forecasting, reports, an analytics dashboard, and export to spreadsheets or Google Sheets. Windows, macOS and Linux. The free plan never expires: 25 invoices, 10 scans and 25 bank imports a month.Starting Price: $15 CAD/month -
23
LayerNext
LayerNext Inc.
LayerNext builds AI agents that automate accounts payable and reconciliation across legacy and desktop ERP environments. No API required. Traditional AP automation captures invoice data. LayerNext completes the entire workflow: invoice arrives, agent reads it, validates it, matches it to the PO, handles exceptions, posts to the ERP, reconciles, and your team approves every step with a full audit trail. Built for mid-market distributors on Epicor, Sage, Microsoft Dynamics, QuickBooks Desktop, and custom ERPs. No rip-and-replace. No IT project. If a human can use it, the agent can automate it. What LayerNext does: • Accounts payable automation • Invoice validation and PO matching • Exception handling and ERP entry • Real-time reconciliation • Human-in-the-loop approvals • Full audit trail Finance work done by AI. Humans in control.Starting Price: 299 -
24
Neo-Capital
Neo-Capital LLC
Neo-Capital is accounting software for small businesses, freelancers, bookkeepers, and accounting firms. Online runs in a web browser; Desktop is installed on Windows or macOS and stores books locally for offline work. The software supports invoices, estimates, bills, receipt capture, mileage, bank feeds and reconciliation, transaction categorization, deduction finding, quarterly tax estimates, and financial reports. Pro and Firm add accrual accounting, a chart of accounts, general ledger, trial balance, period close, sales and purchase orders, inventory, classes, job costing, time tracking, and an audit trail. Firm also supports client books and read-only client dashboards. Users can import data from QuickBooks and connect bank, marketplace, payment, advertising, and payroll services. Online plans include bank feeds and mobile access; an optional Connected service adds cloud features to Desktop.Starting Price: $19/month -
25
UrBudget
UrBudget
UrBudget is a zero-based envelope budgeting app for Windows and macOS, designed for individuals and households. It helps users assign income to categories, track spending, move money when plans change, and carry unspent balances forward. Targets help plan for irregular bills, while credit-card spending is reserved for payment. Users can enter transactions or import CSV, OFX, QFX, or QIF files, review imported rows, and skip duplicates. SimpleFIN Bridge can sync US and Canadian bank accounts. Users moving from YNAB can import accounts, transactions, categories, and targets. The app includes reports and a loan planner, plus an optional assistant for budget questions, overspending coverage, and receipt reading; proposed changes require user approval. Budgets are stored locally, with optional end-to-end encrypted sync between computers. A 30-day trial precedes a one-time license purchase; sync is billed separately.Starting Price: $9 one-time -
26
MoneyCoach
MoneyCoach UG
MoneyCoach is a personal finance app for individuals and households who want to organize everyday money management. It helps users record and categorize income and expenses, create budgets, monitor spending, and review financial activity through summaries and reports. Users can manage accounts and recurring transactions, set savings goals, and track progress toward planned spending targets. The app includes tools for bills and subscriptions, balances and net worth, and reviewing financial trends. It also offers an AI-assisted money-coaching experience for exploring personal finance information and receiving contextual insights. Users can connect supported banking and financial data sources or enter transactions manually, depending on their setup. MoneyCoach helps people consolidate their finances, from routine expense tracking and budget planning to longer-term savings and financial organization. -
27
MyBooks
I Own Software
MyBooks is a desktop accounting application for small businesses, self-employed users, and bookkeepers. It supports invoicing and accounts receivable, bank-feed imports, expense and transaction tracking, financial reports, online payment links, and email delivery of documents. Businesses can manage multiple users, import company data from QuickBooks, and prepare 1099 forms. MyBooks runs on Windows, macOS, and Linux, with company data stored locally on the user's computer rather than in a vendor-hosted web account. It is sold as a one-time license that includes one year of updates, with additional user seats for $49 each and optional update renewals for $49/year. The product includes a free 30-day trial and a 90-day money-back guarantee.Starting Price: $299 one-time -
28
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) -
29
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 -
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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
