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.

Take your free trial.
No credit cards or contracts required during your trial period. Cancel anytime.

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.