Supporting money management, cash flow and budgeting services, for financial professionals and their clients.

Looking to expand your current business through introducing
a cash flow management service to your clients?
Then Moneysoft’s solutions are for you.

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No credit cards or contracts required during your trial period. Cancel anytime.
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What is Moneysoft?

Moneysoft solutions enable the financial professional and their clients, through automated, dedicated solutions that support cash flow, budgeting, saving and goal-tracking services.

Built around the end-user and focused upon supporting the trusted adviser-to-client relationship, Moneysoft’s solutions facilitate smarter and more accurate financial decisions through which, a shared responsibility toward achieving clients’ financial goals, is promoted.

This is all backed by user-friendly platforms, supported by one single dynamic view of up to date, accurate financial data.

Moneysoft Cashflow as a service eBook

Free introductory eBook

Keep your business ahead.
Download your free ebook.

Moneysoft Webinar

Moneysoft Webinar

Learn how to offer Cashflow as a Service backed by Moneysoft technology. 

Pricing info

Take Moneysoft for a free trial run to see
which solution fits your needs.

View our pricing here.

Moneysoft Lite personal finance software

Moneysoft Lite

Moneysoft Lite provides a stepping stone into cash flow as a service. If you’re looking to increase your existing client services with improved business productivity, Lite gives you that option.


Read more about Moneysoft Lite

Moneysoft Pro money management

Moneysoft Pro

A dedicated full-service money management solution, Moneysoft Pro supports financial professionals who offer cash-flow, budgetary and money management coaching, to their clients.


Read more about Moneysoft Pro

Personal Budgeting tool Solution

Personal Solution

If you are looking for a powerful, personal money management and budgeting tool to give you a complete and true picture of your personal finances, then look no further.