--- title: "Neontra Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Neontra Software - reviews, pricing plans, popular comparisons to other Financial Management products and more." source_url: "https://www.capterra.com/p/10017070/Neontra/" page_type: "product" language: "en" --- # Neontra Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Neontra ## What is Neontra? Neontra is a Super App that helps people understand and manage their money. An app that simplifies and makes sense of it all, enabling people to make better, more educated decisions about their financial future. Neontra connects all client accounts in one place, providing a realtime 360-degree view of financial life. Clients access Neontra with easy-to-use web, iPhone and Android apps. Data-driven insights from Neontra’s proprietary AI help clients understand their overall financial health. ## What is Neontra used for? [Spend Management](https://www.capterra.com/spend-management-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 49 user reviews Reviews sentiment Positive 86% Neutral 12% Negative 2% Starting price $9 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Neontra?[Manage this product listing](https://www.g2.com/products/neontra/claim_requests/new?auto=true) Rating Breakdown 4.2 +− Features4.1 Value for Money3.8 Ease of Use3.9 Customer Service4.0 Rating Breakdown 4.2 Features4.1 Value for Money3.8 Ease of Use3.9 Customer Service4.0 ## Neontra Reviewers Verdict Updated September 2026 AI summary - Neontra suits companies and teams looking for a flexible budgeting and financial tracking tool with broad account integrations. - Its main advantage is the range of budgeting features that allow for detailed planning and easy management across multiple financial accounts. - Neontra helps organizations save time by consolidating financial data, simplifying expense tracking, and providing up-to-date insights. - Reviewers note pain points like a sometimes overwhelming interface, occasional issues with ease of use, and requests for stronger security and easier access controls. - Neontra fits buyers needing deep budgeting and integration, but may be less ideal for those prioritizing a simple interface or advanced access features. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Neontra 4.2 (49) VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $9 per user, per month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (49) Ease Of Use 4.4 (26,641) Value For Money 3.8 (40) Value For Money 4.2 (20,480) Customer Service 4.0 (28) Customer Service 4.0 (20,738) ## Neontra alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,663)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [Agicap](https://www.capterra.com/p/196637/Agicap/) [4.3 (161)](https://www.capterra.com/p/196637/Agicap/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/196637/Agicap/) [View all alternatives](https://www.capterra.com/p/10017070/Neontra/alternatives/) ## FAQs about Neontra Overview ### Which roles and teams benefit most from Neontra? Neontra is most used by students, individual professionals, and technical roles such as software engineers and developers who want clearer personal financial oversight. Accountants, consultants, and administrators use it to track spending and budgets, while directors and executives benefit from consolidated views that support planning, monitoring, and smarter money decisions. Answer based on 49 reviews Overview ### What company size and industries is Neontra built for? Neontra is built for individuals and small organizations, with 69% of reviewers from small businesses and Computer Software the top industry at 18%. It also sees use in enterprise settings at 22%, plus Mechanical or Industrial Engineering at 12% and Accounting at 8%, often for spend management. Answer based on 49 reviews Features and Usability ### What are the key features of Neontra? Neontra offers accounting, expense tracking, and financial management features, along with budget control, budgeting/forecasting, and projections. It also includes credit card management, prepaid cards, multi-currency support, data import/export, and reporting tools such as financial reporting, spend analysis, real-time analytics, and activity dashboards. Pricing ### How much does it cost and what fees or limitations are included? Neontra starts at $9/user/month for the Monthly Premium plan, or 75/user/year on the Annual Premium plan, with a free version and free trial available. Paid plans include unlimited U.S. and Canadian institution connections, while reviewers highlight affordable budgeting value but note occasional reconnects and a confusing interface. Answer based on 25 reviews Getting Started and Support ### What training and onboarding options does Neontra offer? Neontra provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that can support self-paced learning and review of key tasks. Answer based on 1 reviews Getting Started and Support ### What customer support options does Neontra offer? Neontra provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for support. Users describe customer service as generally quick, timely, and helpful, though some report slower or less responsive helpdesk experiences and occasional difficulty finding support options within the interface. Answer based on 5 reviews Features and Usability ### Is Neontra easy to navigate and understand? Neontra presents financial data clearly for many users, especially around budgeting, net worth, and goal planning. Many people find the interface intuitive after setup, but some first-time users describe the app as cluttered, overwhelming on mobile, and occasionally affected by bugs, confusing charts, or awkward menu navigation. Answer based on 17 reviews Features and Usability ### How easy is Neontra to use day to day? Neontra makes everyday budgeting and account tracking manageable once users learn the layout and workflows. People moving from other personal finance apps often find transaction categorization and financial overviews helpful, while some users report a learning curve, mobile login friction, syncing issues, and limited control over certain transaction edits. Answer based on 14 reviews ## Features AI summary Based on 1,885 Financial Management reviews Not all spend management products cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Receipt Management** (**52%** of reviewers rated this feature as critical) - **Expense Tracking** (**52%**) - **Invoice Processing** (**56%**) Neontra includes **Expense Tracking**, which gives teams a clear way to monitor spending and keep day-to-day expenses visible. However, it does not include **Receipt Management** or **Invoice Processing**. Instead, it offers **Spend Control** (**48%**), another feature buyers often value when reviewing spend management software. Together, these capabilities help businesses track expenses more closely, manage budgets with better oversight, and make more informed spending decisions. Expense Tracking 4.4 (29) 86.21% of 29 reviewers that rated this feature as important or highly important Monitor and record expenses such as purchases or charges incurred Spend Control 3.8 (24) 83.33% of 24 reviewers that rated this feature as important or highly important Set allowances and ensure employees don't spend more than the allotted amounts Budgeting/Forecasting 4.1 (33) 84.85% of 33 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Real-Time Data 3.7 (27) 70.37% of 27 reviewers that rated this feature as important or highly important Receive data and information in real time Spend Analysis 4.2 (24) 87.50% of 24 reviewers that rated this feature as important or highly important Review and uncover trends in spending activity Real-Time Reporting 3.6 (20) 80.00% of 20 reviewers that rated this feature as important or highly important Active reporting of data and metrics Neontra 31 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - ACH: Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Budget Control: Manage and monitor spending to align with the financial constraints or goals - Budgeting/Forecasting: Create budgets based on historical data and future projections - Budgets: Report on and track spending against budgets - Categorization/Grouping: Organize and group data or items based on various criteria - Controls: Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk - Credit Card Management: Financial system that helps create and manage physical/digital credit cards and track transaction activities - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Multi-Currency: Manage and handle various international currencies - Prepaid Cards: Bank cards with approved funds pre-loaded that employees can use for corporate purchases - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring: Manage and execute recurring payments, such as subscriptions, services, utilities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Savings: Identify savings opportunities per activity, department, or at the company level. - Spend Analysis: Review and uncover trends in spending activity - Spend Control: Set allowances and ensure employees don't spend more than the allotted amounts --- Get Advice We can help you find the software with the features you need. Features 4.1 (49) 4.1 Based on 49 reviews ## Pricing Value for money 3.8 (40) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10017070/Neontra/pricing/) Limited Time Offer - 45 Days Free $0.00 It includes: - Budgeting - Expense Tracking - Simple Financial Health Checks - Goal Planning - Personalized Insights - Cash Flow Analysis - Net Worth Tracking - Forecasting Free Plan $0.00 It includes: - Cash Flow Analysis - Budgeting - Expense Tracking - Simple Financial Health Checks - Personalized Insights - Goal Planning - Forecasting - Net Worth Tracking Monthly Premium Plan $9.00 Per User,Per Month It includes: - Budgeting - Expense Tracking - Simple Financial Health Checks - Goal Planning - Personalized Insights - Cash Flow Analysis - Forecasting - Net Worth Tracking Annual Premium Plan $75.00 Per User,Per Year It includes: - Budgeting - Expense Tracking - Simple Financial Health Checks - Goal Planning - Personalized Insights - Cash Flow Analysis - Net Worth Tracking - Forecasting Value for money 3.8 (40) 3.8 Based on 40 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (28) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (28) 4.0 Based on 28 reviews ## User reviews Overall rating 4.2 Based on 49 reviews Filter by rating 5(17) 4(25) 3(6) 2(1) 1(0) Mentioned topic Sorted by most recent LG Leo G. Consultant Computer Software ### "Maybe one day" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 3/10 June 30, 2025 I used to pay for the service, but I was dissapointed with how slow the issues were being fixed (if ever). I'm sad because I wanted to support a canadian company, but they are not ready Pros Having all my finances in one place so I can track everything in once place. Also, the fact that they are a canadian company Cons Constant issues create duplicate accounts and they cannot be merged, so it requires a lot of manual work. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) went out of business a few years ago, so there were few alternatives Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 3, 2025 Hello Leo, Thank you for taking the time to share your feedback. We understand your disappointment, especially since you wanted to support a Canadian company. We're continuously working to improve our features and support processes, and we'd love the chance to make things right for you. We’ve noticed that some clients, including yourself, have encountered issues with account duplication, and we are actively working on a permanent solution. Currently, merging accounts is not supported. In the meantime, we recommend disconnecting and reconnecting the accounts, which will trigger a new mapping process and allow you to connect new accounts to existing ones. If you’re open to it, we would welcome the opportunity to connect directly to address the issues you’ve faced. Please feel free to contact us at helpdesk@neontra.ca for personalized assistance. We look forward to the opportunity to improve your experience with Neontra. Best regards, Neontra Customer Support Team PT Paul T. Director Mechanical or Industrial Engineering ### "Could be excellent with some continued work. Just ok for now…" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 23, 2024 I would say, so far it’s an ok replacement for Mint with room for improvement which i believe they are trying to do Pros It connects with pretty much all of my accounts (except 1). The ability to create transaction rules is ok, but i feel the system should be able to learn from single changes. Also. I’ve found the responses from customer service to be timely and helpful. Cons Man accounts continually need to be reconnected. I feel there needs to be a way to prevent this as it was in mint prior to its closure. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) Mint closed so i needed an alternate product Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AS Andy S. Computer engineering architect Computer & Network Security ### "A perfect mint replacement!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 12, 2024 Once mint went away Neontra is the best alternative. Pros A easy way to aggregate all the accounts and transactions so you can have a macro view of your overall financial picture. This is very important to have a deep and accurate understanding of the breakdown so you can make an optimal financial decision. Neontra works for all major institutions cibc eqbank Questrade E\*TRADE Td and more. Cons Sometimes the financial connections are not solid but the team is actively working on improving connections issues so far it has been mostly reliable. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) It has closed down and I need to find an alternative Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DV Daniel V. veteran Defense & Space ### "most similar to mint, simple, easy to use." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 1, 2024 Love it. Switching from mint to neontra was easy, and was the most similar to mint. Easy to use, the categorization of transactions are way better then nearly any other site I've used - requires very little maintenance to ensuring everything is budgeted correctly. Pros It is closest to what mint.com was. Easy to use. Customer service is great if you have requests or problems. Budget is easy to use. Cons Waiting for biometric login. The fact that home depot Canada credit cards don't work with it. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) They closed mint.com down. This was the easiest and most similar to mint.com Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AS Allen S. Chief Internet ### "Almost perfect" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 24, 2024 Pros Tons of features, the app comes very close to checking all my boxes. Cons I have accounts at two institutions that won't connect. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) Mint shut its product down and tried moving everyone to Credit Karma. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MJ Melissa J. Operations Representative Financial Services ### "Great....As long as your main account isn't NEO Financial" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 August 19, 2024 NEO Financial is my main institution, so it's frustrating that I can't get the app/website to download the proper information without having to delete transactions to make the balances add-up. However, the ability to view all my accounts and credit cards definitely does help managing my finances. Pros I love being able to see all my accounts together. Even for the FIs that are not available, you still have the option to download the transactions from their website. The budgeting tools are very useful. Cons For the financial institution NEO Financial, multiple duplicate transactions continue to appear in the account histories, despite having deleted the account and re-adding it several times. Submitting a case with support was not successful months later. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LM Liam M. Account Manager Marketing and Advertising ### "A great budgeting app" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 18, 2024 Neontra offers a plethora of options to create and manage a budget across all bank accounts, loans, and investments. If an issue arises or need help, customer service is quick to respond. Pros unlike other budgeting apps, Neontra allows for easy editing of transactions to fix any errors that may occur or allow for custom splitting (and removing) of categories. Cons At times the auto upload from banks can be less than ideal. Any bank with 2F authentication means you must log in each time you want to refresh the transactions. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JG Jeff G. NA Accounting ### "Review of Neontra Product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 16, 2024 I am happy with the overall value of the product and expect it to get better over time. Pros I enjoy that I get my financial situation in one place Cons The fact that with various sites it has trouble updating. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) Mint stopped being available so I had to find another product. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AH Adam H. Senior Reliability Tech Mining & Metals ### "A great way to see a detailed overview of your financial health " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 13, 2024 Very positive and when I had issues or questions the Neontra team were very quick to help. Pros Neontra give a big picture view of all of my accounts allowing me to more accurately asses my financial health. Its a great tool, one of the best for Canadian banks in my experience. Cons Sometimes I have to reconnect accounts and that can be a pain but is still much better then having to log into each account if i didn't have Neontra. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) No longer offered in Canada so i have been looking for an alternative Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JD Jason D. Software Engineer Computer Software ### "Great experience! " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 11, 2024 Overall a great way to have a top level view of your expenses and net worth. Pros Aggregate expenses from multiple sources. Cons Some expense sources require reconnecting like the Amex connection. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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