--- title: "Savology Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Savology Software - reviews, pricing plans, popular comparisons to other Financial Management products and more." source_url: "https://www.capterra.com/p/212223/Savology-for-Employers/" page_type: "product" language: "en" --- # Savology Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 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) Savology ## What is Savology? Savology is a digital financial wellness platform helping households improve their financial outcomes through accessible financial planning combined with effective financial wellness tools. Savology enables employers to affordably provide their employees with a comprehensive financial plan, financial report card, personalized recommendations, access to live financial professionals, financial literacy resources and tools, and much more. ## What is Savology used for? [Corporate Wellness](https://www.capterra.com/corporate-wellness-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $3 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 Savology?[Manage this product listing](https://www.g2.com/products/savology-savology/claim_requests/new?auto=true) ## 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. ### Savology 5.0 (2) VS. [4.4 (3,330)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $3 Per User, Per Month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.4 (26,649) Value For Money 5.0 (2) Value For Money 4.2 (20,487) Customer Service 5.0 (2) Customer Service 4.0 (20,745) ## Savology 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 (2,076)](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 (26,671)](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/) [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,535)](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/) ## FAQs about Savology Overview ### What company size and specific industries is Savology built for? Savology is designed for employers of all sizes that want to offer financial planning and wellness benefits to support employee well-being. The description does not name specific industries, so it appears to suit general business, HR, and employee benefits use rather than a single sector. Features and Usability ### What are the key features of Savology? Savology offers goal setting and tracking, planning tools, and financial analysis for personal financial planning. It also includes financial reporting, customizable reports, and reporting and statistics for data review, plus chat and messaging, collaboration tools, an employee portal, user management, and an API for system access. Getting Started and Support ### What training and onboarding options does Savology offer? Savology provides videos as its training option. Videos can support self-paced learning and give teams a visual reference for setup and feature use. No other training formats are listed in the catalog data for Savology. Getting Started and Support ### What customer support options does Savology offer? Savology provides email/help desk, FAQ/forum, and phone support. With no reviewer feedback available on support experiences, user sentiment about response speed, helpfulness, or common frustrations cannot be summarized here. ## Features AI summary Based on 1,574 Financial Management reviews Capterra data shows that buyers of Financial Management software rank the following features as their top priorities: - **General Ledger** (**59%** of reviewers rated this feature as critical) - **Financial Reporting** (**49%**) - **Accounting** (**61%**) Savology includes **Financial Reporting**. However, it does not offer **General Ledger** or **Accounting**. Its **Financial Reporting** capabilities help businesses track financial performance, review trends, and produce clearer reports for planning and decision-making, providing teams with better visibility into the numbers that matter most. API Application programming interface that allows for integration with other systems/databases Chat/Messaging Communicate using direct chat or messages within the system Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Customizable Reports Alter the layout and content of reports Education There are materials within the platform that helps the user to realize what purchases are eligible for purchase using HSA Savology 15 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Chat/Messaging: Communicate using direct chat or messages within the system - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Customizable Reports: Alter the layout and content of reports - Education: There are materials within the platform that helps the user to realize what purchases are eligible for purchase using HSA - Employee Portal: Online portal where employees can access and track their own information - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Gamification: Games or game-like elements to track progress and reward accomplishments - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks --- Get Advice We can help you find the software with the features you need. Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Free Trial Free Version Basic $3.00 Per User,Per Month Value for money 5.0 (2) 5.0 Based on 2 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 5.0 (2) 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 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent A.J. R. CMO Marketing and Advertising ### "Great tool for Employers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2020 I have been extremely impressed by the innovation contained within the software and speed at which they make changes. When we have a suggestion it is implemented right away. Great job Savology! I have no doubt the leadership at Savology pays specific attention to the overall customer experience. Pros The Savology software is easy to use and provides valuable information to employees to help them get their finances on track. The automatic follow up they receive is incredible. Cons We didn't have any problems with the roll out or implementation of the software. Reasons for choosing Savology Savology is the easiest tool to use and provides the quickest results to our employees. 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. Bruce H. Chief Technology Officer Venture Capital & Private Equity ### "A Complete View of Financial Plan" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 10, 2020 Pros It's the first financial software that I've used that has focused on the entire journey and was based on my goals. Giving specific action items is super helpful. I also like that I received emails to help remind me to revisit certain aspects of my financial plan. From an employer standpoint, I like giving that capability to employees and it is much better than having a financial advisor visit once a year and doing 1:1 meetings. Using Savology they can have this accessible any time and actually helps them work toward goals. Cons It would be nice if the system integrated with bank, investment, and insurance sites. To auto-update user's profiles. 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. ## 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.