# Moneytree Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Moneytree Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/210023/Moneytree --- # Moneytree Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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) Moneytree ## What is Moneytree? Moneytree is an easy, effective solution for busy financial advisors. This software is a comprehensive solution for both goal-based and cash-flow tools that empowers you to be as customized as you need to be. The Elite package is perfect for comprehensive planners and advisors holding a diverse book of business ranging from young clients to clients approaching retirement. ## What is Moneytree used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Budgeting](https://www.capterra.com/budgeting-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1981 Per User, Per Year 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 Moneytree?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.moneytree.com&name=Moneytree) ## 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. ### Moneytree 0.0 VS. [4.4 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $1981 Per User, Per Year 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 (7,709) Value For Money 0.0 (0) Value For Money 4.2 (6,618) Customer Service 0.0 (0) Customer Service 4.0 (6,322) ## Moneytree alternatives [4.2 (2,052)](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 [4.3 (711)](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 (608)](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 [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,475)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [View all alternatives](https://www.capterra.com/p/210023/Moneytree/alternatives/) ## FAQs about Moneytree Overview ### What company size and specific industries is Moneytree built for? Moneytree is designed for financial advisory firms and professionals, including Registered Investment Advisors, Investment Advisors, Certified Financial Planners, Certified Financial Analysts, and Financial Advisors. It is built for organizations in the wealth management and financial planning sector rather than a broad range of general business industries. Features and Usability ### What are the key features of Moneytree? Moneytree offers planning tools for budgeting, forecasting, and "What If" scenarios, along with cash management and expense management. It also includes financial reporting, reporting and analytics, income and balance sheet statements, profit and loss statements, chart of accounts, consolidation/roll-up, access controls/permissions, audit trail, data import/export, and third-party integrations. Integrations ### Which third-party tools and platforms does Moneytree integrate with? Moneytree integrates with Cheetah Wealth Management, MX Technologies, Nitrogen, Redtail CRM, Salesforce CMS, and Wealthbox. These native connections cover wealth management, data aggregation, risk analysis, CRM, and content management tools used in financial advisory workflows. Getting Started and Support ### What training and onboarding options does Moneytree offer? Moneytree provides documentation for teams getting started. This written material can support self-paced reference, feature review, and step-by-step guidance during setup and ongoing use. Getting Started and Support ### What customer support options does Moneytree offer? Moneytree offers email/help desk and phone support. No reviewer feedback about support is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be described here. The listed channels indicate direct assistance options for customers seeking product help. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Audit Trail A record of all activities within the system, including user access, changes made, etc. Budgeting/Forecasting Create budgets based on historical data and future projections Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Chart of Accounts A financial statement that lists a company's accounts and details the account type and balance Moneytree 16 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Manage assets throughout their lifecycle to optimize profit A record of all activities within the system, including user access, changes made, etc. Create budgets based on historical data and future projections Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances A financial statement that lists a company's accounts and details the account type and balance Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Import and export data to and from software applications Plan, pay and track business related expenses. Form predictions based on past and present data/trends A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Manage the accounting and financial aspects of multiple locations or companies in a single location A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time View and track pertinent metrics to find patterns and gain insights from data 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 Free Trial Elite $1,981 Per User,Per Year Essential $1,195 Per User,Per Year ## Integrations [ Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ MX Technologies](https://www.capterra.com/p/198467/MX/) 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.