# B1 Financial Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about B1 Financial Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/248581/B1-Financial

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# 

 B1 Financial 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)

B1 Financial

## What is B1 Financial?

B1 Financial is the tool designed especially for industry non-bank financial, capable of manage the brokerage process finance from start to finish, with high quality standards, thanks to the use of Artificial Intelligence and Big Data, which allows you to better understand the needs of the market and particularities of the clients and/or Associates, in this way your services and products will have greater acceptance in the market, will have higher recovery rates portfolio and its service levels.

## What is B1 Financial used for?

[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Banking Systems](https://www.capterra.com/banking-systems-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

\-

Negative

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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.

### B1 Financial

0.0

VS.

[4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/)

Starting Price

Contact vendor

Starting Price

$24000

Flat Rate, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (34)

Value For Money

0.0 (0)

Value For Money

4.1 (32)

Customer Service

0.0 (0)

Customer Service

4.5 (32)

## B1 Financial alternatives

Highest Rated

[5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews)

Starting price

Contact vendor for pricing

[4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/)

Starting price

$3000.00

Per User, Per Month

[Dynamo Software](https://www.capterra.com/p/67068/Dynamo/)

[4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/)

Starting price

$1.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/67068/Dynamo/)

[Unity](https://www.capterra.com/p/275057/Unity/)

[5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews)

Starting price

$3500.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/275057/Unity/)

## 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.

Alerts/Notifications

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

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

B1 Financial 15 features

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

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

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Create, manage, and send invoices or bills to customers

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

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Plan, manage, and track the financial activities of an individual or organization

Centralized accounting record which tracks all financial transactions

Monitor capital allocation and asset prices over time

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Create, design and manage workflows for repetitive tasks

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

## Pricing

### Starting price

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for pricing

Free trial  
not available

Connect with a Capterra advisor for a free 15-minute consultation

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## 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

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