Ratings and Reviews 1 Rating
Ratings and Reviews 0 Ratings
Alternatives to Consider
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Monarch MoneyMonarch Money is a powerful personal finance platform that revolutionizes how individuals and couples manage their money by consolidating all financial accounts in one intuitive app. It connects over 13,000 financial institutions to provide real-time updates on bank balances, credit cards, loans, investments, and real estate holdings, giving users a holistic view of their net worth. The app features dynamic budgeting tools that adapt to your lifestyle, allowing for personalized budget creation and adjustment as your priorities change. Monarch also enables collaboration with partners or financial advisors at no additional cost, facilitating joint money management and goal setting. With automatic transaction categorization, subscription detection, and alerts for unusual spending, users can easily maintain control over their finances. Detailed, customizable reports and visual charts help translate complex data into actionable insights. Monarch works seamlessly across web, iOS, and Android devices, ensuring financial information is synchronized and accessible on the go. It is highly regarded for its user-friendly interface, extensive connectivity, and comprehensive financial tools, making it a top alternative to Mint, YNAB, and Rocket Money. The platform also offers features like a bill calendar, cash flow management, and goal tracking that help users stay motivated and on target. Monarch’s active user community and expert blog provide ongoing support and financial education, empowering users to improve their money habits and achieve financial wellness.
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North OneIn the realm of American business banking, a desire for improved banking solutions led to the creation of North One. Entrepreneurs can swiftly open an account within minutes, allowing them to focus on building their businesses, generating employment, and supporting their communities despite the challenges they face. North One simplifies the management of the more complex aspects of running a business, enabling you to concentrate on your future goals. Tailored for freelancers, small enterprises, and startups throughout the nation, it offers smart integrations with existing tools for seamless payments, money tracking, and finance automation. Designed to streamline financial management, North One helps you dedicate your efforts to operating your business efficiently. Say goodbye to traditional banking hassles—no more branches, waiting in lines, or piles of paperwork. Your North One account is accessible anytime, anywhere, whether from your smartphone or computer. Additionally, it allows for the automatic creation of envelopes for essential expenses like taxes, payroll, and rent, ensuring that your financial obligations are always organized. With North One, you can focus less on banking logistics and more on your entrepreneurial journey.
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BudgytBudgyt is an accessible and user-friendly budgeting tool designed specifically for small businesses. This cloud-based platform streamlines the budgeting process for small to medium enterprises and non-profit organizations, effectively reducing the vulnerabilities associated with conventional spreadsheets. By using Budgyt, organizations can cut down up to 80% on the time and costs associated with overseeing various budgets across different departments or projects. Key features include data sheets, formula management, and user controls, ensuring a comprehensive budgeting experience. Additionally, the software offers robust capabilities like reporting, version control, intuitive dashboards, and customizable user permissions for enhanced collaboration and oversight. The seamless integration of these features makes Budgyt an essential tool for efficient financial management.
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AnaplanAnaplan delivers a powerful AI-driven scenario planning and analysis environment designed to help organizations anticipate change, optimize strategies, and act with precision. Its connected planning framework eliminates barriers between strategic, financial, and operational functions, fostering real-time collaboration across the enterprise. Industry-tailored solutions for sectors such as financial services, manufacturing, healthcare, retail, and technology empower teams to respond quickly to market shifts and emerging opportunities. The platform’s comprehensive AI capabilities — predictive, generative, and agentic — work together to uncover hidden patterns, evaluate complex scenarios, and recommend data-backed actions. Enterprise data orchestration ensures that information from multiple sources flows seamlessly into the planning process, while its advanced modeling tools enable intricate simulations without sacrificing speed. Anaplan’s security and administration features safeguard sensitive data while supporting enterprise-scale deployment. Recognized as a leader in both financial planning and supply chain planning by Gartner and IDC, Anaplan is trusted by over 2,500 leading brands worldwide. Its applications cover a wide range of business needs, from financial consolidation and sales forecasting to workforce planning and supply chain optimization. Customers leverage the platform to break down silos, improve productivity, and enhance shareholder value. With Anaplan, organizations can outpredict, outplan, and ultimately outperform their competition in an increasingly complex business environment.
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MartusMartus Solutions provides an effective platform for budgeting, reporting, and forecasting specifically designed for nonprofits and small to mid-sized enterprises (SMBs). Say goodbye to the complexities of spreadsheets as Martus simplifies your financial management processes. Our user-friendly tools facilitate collaborative budgeting and detailed personnel planning, empowering your organization to confidently make data-driven decisions. With Martus, teams are equipped to operate more efficiently, thanks to real-time data access, customizable reports, and automated workflows that enhance your budgeting and forecasting capabilities. This platform offers essential insights into your organization’s financial status, paving the way for strategic growth and alignment with your mission. Featuring quick implementation, smooth ERP integration, and an easy-to-navigate interface, Martus not only boosts efficiency but also delivers significant value. Numerous organizations have already reaped the benefits of Martus, witnessing a transformation in their financial management practices—enhancing transparency, fostering accountability, and ensuring accuracy in their financial operations, all while remaining budget-friendly. By choosing Martus, you position your organization for long-term success in financial stewardship.
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DatarailsDatarails is redefining FP&A with an AI-driven platform that lets finance teams retain the flexibility and familiarity of Excel while automating the most time-consuming aspects of financial management. With its FinanceOS environment, users can consolidate data from multiple departments, automate month-end reporting, and prepare budgets and forecasts—all without disrupting established workflows. The platform’s deep integrations with leading accounting software, ERPs, and CRMs create a unified financial data hub, eliminating silos and ensuring accuracy. Datarails’ intuitive dashboards not only visualize KPIs but also allow real-time drill-downs, enabling finance professionals to answer complex stakeholder questions on the spot. FP&A Genius, the platform’s conversational AI assistant, brings speed and intelligence to financial requests, delivering insights in seconds instead of hours. This level of agility means teams can respond to last-minute board requests without working late nights or sacrificing accuracy. Scenario modeling and data visualization tools make it easier to evaluate strategic options and communicate findings to leadership. With enhanced security and compliance features, Datarails meets the rigorous demands of modern finance departments. Trusted by CFOs and finance teams across industries, it helps save days of work each month while improving reporting quality. By streamlining processes, it allows finance professionals to focus on analysis, forecasting, and driving business performance.
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BILLBILL is a leading provider of cloud-based software that simplifies, digitizes, and automates back-office financial processes for small and mid-sized businesses. Our customers come from all industries, ranging from startups to established brands and nonprofits to franchises.
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SharpeSoft EstimatorSharpeSoft Estimator is a versatile cost estimation software available in both on-premise and cloud formats, tailored specifically for contractors and subcontractors within the construction sector. This innovative software enables users to streamline the bidding process, evaluate item quantities and prices from several subcontractors and suppliers, and maintain their contractor data, among other functionalities. Additionally, SharpeSoft offers comprehensive tools to facilitate the management of labor, equipment, subcontractor expenses, and bid oversight, enhancing overall project efficiency. Designed to cater to a wide array of sectors, its applications extend to heavy civil, highway and road construction, earthwork, pipeline projects, grading and excavation, and plant operations, ensuring it meets diverse industry needs effectively.
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FrameworkLTCFrameworkLTC offers a comprehensive and adaptable platform that streamlines all manual processes, enabling LTC pharmacies to concentrate on their primary goal: enhancing patient well-being. By transitioning from manual operations to automation, businesses can grow while optimizing their profit margins. Tailoring services to meet the unique requirements of each facility can also enhance partnerships. Our software, designed with a facility-focused approach, empowers you to deliver exceptional service to every patient, section, and establishment. Facilities can easily manage billing, track order statuses, and handle returns based on your established protocols. Your facilities will find great value in the insightful reports you provide. Additionally, automate the prescription refill and reorder process to ensure nothing is overlooked during production. By leveraging this technology, you can significantly improve operational efficiency and patient satisfaction.
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TrafficGuardTrafficGuard eliminates the anxiety associated with harmful traffic affecting the success of your advertising campaigns. Our cutting-edge technology, powered by machine learning and artificial intelligence, detects and prevents both straightforward and intricate fraudulent traffic in real time, guaranteeing that your advertising budget focuses on authentic, high-quality clicks and conversions. This not only results in improved campaign performance but also boosts your return on ad spend (ROAS). With this comprehensive solution, every dollar of your advertising investment is protected, enabling you to focus on achieving your marketing goals without worry. Allow TrafficGuard to manage ad fraud protection, empowering you to oversee your Google Search (PPC) campaigns, mobile user acquisition initiatives, affiliate expenditures, and social media promotions with ease. Moreover, we offer expert campaign management and outstanding customer support, solidifying our position as a trustworthy ally for all your ad fraud protection requirements. By choosing TrafficGuard, you also gain access to insightful analytics that can further inform your marketing strategy.
What is Rocket Money?
Navigating financial matters can be quite difficult, but you don’t have to do it alone. Rocket Money empowers you to boost your savings, minimize unnecessary expenditures, and gain a thorough understanding of your financial landscape, allowing you to take control of your economic well-being. Wave goodbye to unwanted subscriptions for good; Rocket Money quickly identifies and tracks your subscriptions with ease. With the help of your personal concierge, canceling any services that no longer meet your needs becomes a simple task. You will receive a clear and concise summary of your financial transactions, enabling you to see exactly where your money is going and how to make necessary adjustments. Timely alerts will keep you updated on important occurrences that need your attention, so you're never caught off guard. By enabling autopilot, saving money becomes a seamless process that requires no effort from you. Rocket Money tailors itself to your spending patterns, ensuring that the right amounts are saved at ideal times and helping you steer clear of expensive overdraft fees. Furthermore, you gain access to your full credit report and history, with notifications for any significant changes that may impact your credit score. Our concierge service will also identify bills that can potentially be lowered and negotiate the best possible rates on your behalf, letting you concentrate on what truly matters in your life. With Rocket Money's support, managing your finances has never been more straightforward, allowing you to achieve your financial goals with confidence.
What is Money in Excel?
Seamlessly connect your financial accounts to Excel to manage and monitor all your finances from one centralized platform. Understand your spending trends and receive customized insights about your monthly expenditures to help you achieve your financial goals. By linking your accounts to Excel, you can easily access all your transactions in a single, user-friendly interface, which simplifies the process of tracking your spending. Furthermore, stay updated with personalized alerts regarding any changes in your monthly expenses, increases in subscription fees, bank charges, and more, keeping you well-informed about your financial landscape. Customize Money in Excel according to your preferences to optimize your financial management experience. Take advantage of the specialized charts we have provided, or design your own using your favorite Excel tools. Additionally, if you subscribe to Microsoft 365, you'll gain access to a broad range of customizable templates and innovative features, enabling you to turn your financial organization ideas into reality. This integration not only creates a robust toolkit that enhances your financial insight but also simplifies the journey towards achieving your financial objectives. Ultimately, this comprehensive approach empowers you to take control of your finances with confidence.
API Availability
Has API
API Availability
Has API
Pricing Information
Free
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Rocket Money
Date Founded
2015
Company Location
United States
Company Website
www.rocketmoney.com
Company Facts
Organization Name
Microsoft
Date Founded
1975
Company Location
United States
Company Website
templates.office.com/en-us/money-in-excel-tm77948210
Categories and Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control