# Intelligent Portfolio Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Intelligent Portfolio Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more.

Source: https://www.capterra.com/p/237846/Intelligent-Portfolio

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# 

 Intelligent Portfolio 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Intelligent Portfolio

## What is Intelligent Portfolio?

Intelligent Portfolio is the most comprehensive software application for debt and lease management. Finance officers benefit from a singular record for all outstanding debt obligations simplifying the debt management process from planning potential new borrowings through the post issuance compliance. Drive efficiencies, collaboration, transparency, and better decision making throughout your organization. Year end reporting for debt and leases (GASB-87) made simple with a click of a button.

## What is Intelligent Portfolio used for?

[Lease Management](https://www.capterra.com/lease-management-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Lease Accounting](https://www.capterra.com/lease-accounting-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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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.

### Intelligent Portfolio

5.0 (1)

VS.

[4.4 (3,269)](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

5.0 (1)

Ease Of Use

4.4 (26,258)

Value For Money

5.0 (1)

Value For Money

4.2 (20,120)

Customer Service

5.0 (1)

Customer Service

4.0 (20,377)

## Intelligent Portfolio alternatives

[4.5 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/)

Starting price

$21.00

Per User, Per Month

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Highest Rated

[4.9 (114)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

Starting price

$19.00

Per User, Per Month

## Features

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

Accounting

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Calendar Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

Data Import/Export

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Expense Tracking

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Monitor and record expenses such as purchases or charges incurred

Financial Analysis

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Income & Balance Sheet

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Intelligent Portfolio 68 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

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

Track and document all activities across devices, networks, and other systems

Generate one-off reports that meet information requirements

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

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

Track and manage schedules and meetings via an integrated calendar

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

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Manage, organize, and store contact information

Notifications received when important dates and deadlines are coming up

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Creation and customization of dashboards

Import and export data to and from software applications

Graphical representation of data

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Monitor and record expenses such as purchases or charges incurred

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

Generate reports to assess the financial performance of an organization

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

For realtors, real estate investors, property managers, and other real estate professionals.

Form predictions based on past and present data/trends

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

Manage and handle financial assets as well as other investments.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and support multiple locations

Track sent and received payments, invoices, and bills.

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

Estimate or forecast of a future scenario based on the study of present trends

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Ability to record, store, update, and retrieve information

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

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

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

5.0 (1)

5.0

Based on 1 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 (1)

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 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SA

Savino A.

IT Manager

Chemicals

### "Aggressive Acccounting Solution for Businesses"

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

9/10

May 1, 2024

Pros

Intelligent Portfolio manages all costs, and it ensure all the accounting solutions are well meet.

Cons

Intelligent Portfolio has an impressive support, with no accounting challenges.

Switched from

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)

[FreeBalance Accountability Suite](https://www.capterra.com/p/2710/FreeBalance-Accountability-Suite/)

[KidKare Accounting](https://www.capterra.com/p/10006285/KidKare-Accounting/)

[Twilio User Authentication & Identity](https://www.capterra.com/p/250929/Authy/)

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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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