# ByAllAccounts Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ByAllAccounts Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/209692/ByAllAccounts --- # ByAllAccounts Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 1, 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. [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting Price Contact vendor Starting Price $3000 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (46) Value For Money 0.0 (0) Value For Money 4.0 (34) Customer Service 0.0 (0) Customer Service 4.4 (40) ## ByAllAccounts alternatives Highest Rated [4.4 (3,299)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.3 (687)](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 [4.4 (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 [3.9 (468)](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 74% 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 all sizes that need to aggregate financial data from multiple sources. It is especially suited to organizations handling client holdings, returns, and dividends, including asset managers, wealth managers, and other finance-focused businesses. 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. Core financial features include accounting, general ledger, bank reconciliation, payment reconciliation, cash management, and cash flow management. It also includes portfolio management, budgeting/forecasting, financial analysis, reporting & statistics, and an audit trail. Integrations ### Which third-party tools and platforms does ByAllAccounts integrate with? ByAllAccounts connects natively to Morningstar Office Cloud. Getting Started and Support ### What customer support options does ByAllAccounts offer? ByAllAccounts provides email/help desk support, FAQ/forum resources, a knowledge base, and phone support. No reviewer feedback about support quality is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be confirmed from the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Compare and match accounting/financial records with corresponding bank statements Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Private online space that lets businesses securely share documents and provide information access to clients Import and export data to and from software applications Graphical representation of data Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Receive data and information in real time 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.