--- title: "ByAllAccounts Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ByAllAccounts Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/209692/ByAllAccounts/" page_type: "product" language: "en" --- # ByAllAccounts Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 3, 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)[Integrations](#integrations)[Support](#support) ByAllAccounts ## What is ByAllAccounts? Financial reporting tool that helps investment firms and financial institutions aggregate data from multiple sources and gaining visibility into client holdings, returns, and dividends. ## What is ByAllAccounts used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available 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 ByAllAccounts?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.morningstar.com/&name=ByAllAccounts) ## 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. ### ByAllAccounts 0.0 VS. [4.4 (3,317)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price Contact vendor Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (46) Value For Money 0.0 (0) Value For Money 4.2 (34) Customer Service 0.0 (0) Customer Service 4.0 (40) ## ByAllAccounts alternatives [4.3 (714)](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 [4.0 (623)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.5 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/209692/ByAllAccounts/alternatives/) ## FAQs about ByAllAccounts Overview ### What company size and specific industries is ByAllAccounts built for? ByAllAccounts is designed for investment firms and financial institutions of various sizes, including mid-market and enterprise organizations. It is built for teams that need to aggregate financial data from multiple sources and review client holdings, returns, and dividends across investment and banking operations. Features and Usability ### What are the key features of ByAllAccounts? ByAllAccounts offers API access, data import/export, and third-party integrations for connecting financial systems. Its core accounting features include general ledger, bank reconciliation, payment reconciliation, and audit trail, plus financial analysis, budgeting/forecasting, cash flow management, portfolio management, reporting & statistics, and real-time data. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does ByAllAccounts integrate with? ByAllAccounts connects natively to Morningstar Office Cloud. This catalog-listed integration supports data connection between ByAllAccounts and Morningstar Office Cloud for firms that manage account aggregation and reporting workflows in a single environment. Getting Started and Support ### What customer support options does ByAllAccounts offer? ByAllAccounts provides email/help desk, FAQ/forum, knowledge base, and phone support. User feedback on support quality is not available in the catalog data, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 5,305 Financial Reporting reviews Capterra data shows that buyers of financial reporting software rank the following features as their top priorities: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) ByAllAccounts supports all three of the features reviewers value most: **Accounting**, **Income & Balance Sheet**, and **Profit/Loss Statement**. Together, these capabilities give teams a clear view of financial performance, improve reporting accuracy, and help businesses track assets, liabilities, revenue, and expenses with greater confidence. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Budgeting/Forecasting Create budgets based on historical data and future projections ByAllAccounts 20 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - 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 - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Real-Time Data: Receive data and information in real time - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Morningstar Office Cloud](https://www.capterra.com/p/276297/Morningstar-Office-Cloud/) 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 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.