# CSI Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CSI Software - reviews, pricing plans, popular comparisons to other Banking Systems products and more.

Source: https://www.capterra.com/p/136671/CSI

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# 

 CSI Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2025

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)

CSI

## What is CSI?

Banking system that helps businesses manage payments, transactions, loans & treasury through mobile banking applications & more.

## What is CSI used for?

[Banking Systems](https://www.capterra.com/banking-systems-software/)[Mobile Banking](https://www.capterra.com/mobile-banking-software/)

Top alternative

Featured

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Free version not included

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## 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.

### CSI

4.5 (2)

VS.

[5.0 (14)](https://www.capterra.com/p/128510/NexorONE/reviews/)

Starting Price

Contact vendor

Starting Price

$15500

Other, One Time

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (2)

Ease Of Use

5.0 (14)

Value For Money

0.0 (0)

Value For Money

5.0 (10)

Customer Service

0.0 (0)

Customer Service

5.0 (14)

## CSI alternatives

[Cash App](https://www.capterra.com/p/246167/Cash-App/)

[4.2 (698)](https://www.capterra.com/p/246167/Cash-App/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/246167/Cash-App/)

[Google Pay](https://www.capterra.com/p/212826/Google-Pay/)

[4.6 (919)](https://www.capterra.com/p/212826/Google-Pay/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/212826/Google-Pay/)

[Chime](https://www.capterra.com/p/228456/Chime/)

[4.6 (104)](https://www.capterra.com/p/228456/Chime/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/228456/Chime/)

[Crowded](https://www.capterra.com/p/255296/Crowdedme/)

[4.2 (34)](https://www.capterra.com/p/255296/Crowdedme/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

79%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/255296/Crowdedme/)

## FAQs about CSI

Overview

### What company size and specific industries is CSI built for?

CSI is designed for businesses of all sizes that need banking management tools for cash flow and payment handling. It is especially relevant for organizations in the banking and financial services space that use mobile banking applications, ACH processing, and debit processing to manage transactions.

Features and Usability

### What are the key features of CSI?

CSI offers biometrics, cash management, compliance tracking, contact database, P2P payments, risk management, and transaction monitoring. These features cover identity verification, cash handling, regulatory oversight, customer records, payment transfers, risk controls, and transaction review within a single platform.

Getting Started and Support

### What training and onboarding options does CSI offer?

CSI provides in person training, live online sessions, and webinars to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, and webinars provide scheduled presentations that can cover key product topics and initial use.

Getting Started and Support

### What customer support options does CSI offer?

CSI provides chat support for customer questions and issue resolution. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations, so the support experience can only be confirmed at the channel level.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Biometrics

Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

P2P Payments

Peer-to-peer (P2P) payments is an electronic transfer of money between bank accounts

Risk Management

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

CSI 7 features

Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Track and report regulatory data to either internal management or external stakeholders

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Peer-to-peer (P2P) payments is an electronic transfer of money between bank accounts

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Monitor or audit historical and current transactions to analyze customer account activities

Features

4.5 (2)

4.5

Based on 2 reviews

## Pricing

## Support, customer service and training options

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

## User reviews

Overall rating

4.5

Based on 2 reviews

Filter by rating

5(1)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AN

Anonymous User

Controller

Banking

### "Board Portal"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

April 28, 2019

Pros

My company uses CSI as our board portal where we uploaded documents for board meetings and different committee meetings. I really enjoy the ability to create agendas with linked documents to each agenda item.

Cons

The user interface is a bit outdated and can be confusing at times.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Skilled Recruiter

Staffing and Recruiting

### "Implemented Everywhere"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

March 26, 2019

Pros

We used a number of CSI's features at the credit union I used to work for. A lot of it was in compliance (reg e, identity verification, federal regulations, etc) - was also a core of our Mobile Banking App & we really benefited from Meridian as well. This was all used as part of other systems, but I never had an issue that couldn't be resolved.

Cons

Nothing to really report besides maybe systems being down, but they were always taken care of in a timely manner.

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.

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