Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions.
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FISPAN partners with your bank to deliver embedded, automated ERP banking solutions for accounts payable, accounts receivable, bank feeds, and cash management. Eliminate error-prone manual processes and embrace secure, seamless ERP-to-bank connectivity.
Integrate your banking directly into leading ERP and accounting platforms, including NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero. Streamline AP workflows, initiate vendor payments, manage expense reimbursements, automate cash application, and send detailed remittance advice emails, all without leaving your system of record.
Access near real-time account balances and transactions across entities, initiate book transfers, and automate reconciliation with secure API connections. No file uploads. No bank statement formatting. Just reliable, scalable embedded ERP banking powered by FISPAN.
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Franklin AI
Franklin AI is personal finance software with a built-in AI financial advisor. Instead of manually analyzing dashboards and spreadsheets, ask questions about your money and get clear, personalized answers.
Connect bank, credit card, and investment accounts from 12,000+ financial institutions. Franklin automatically analyzes your income, expenses, subscriptions, and financial habits to provide actionable insights.
Ask things like: "What am I overspending on?" "How much do I spend on subscriptions?" "Am I on track with my budget?"
Features include AI-driven budget tracking, expense analysis, subscription detection, savings opportunities, net worth tracking, spending trend analysis, and couples collaboration. Partners can manage finances together in one place.
Franklin provides beautiful Sankey diagram visualizations that show exactly where your money flows. No spreadsheets, no manual categorization, just answers.
Try Franklin free for 30 days. No credit card is required.
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