The First Financial Software Dedicated To Client Cash Flow Management
(And the first that actually gets transaction categorization correct)
What makes MoneyCoach different?
$15 per client per month*
- Manage all of your clients in one place
- Client portal with access to expense tracking and reporting
- View and track your client's entire cash flow in one place
- Securely share and store account statements and other key client documents in an encrypted vault
- Run advanced reports, and email them to clients with a few clicks
- Easy client touchpoints with automated weekly and monthly client reports
- Daily updates of linked accounts' balances and transactions
- Customizable rules-based auto transaction categorization
- Take notes and communicate with clients on individual transactions
- Add tags and attach receipts directly to transactions
- Track net worth, cash flow, budget, and goals
- Free training, tutorials, and email support
* $75 Minimum Starter Account access fee; includes first 5 client accounts at no additional cost.
For the same $15 per client per month*
Once you have 10 clients (or if you're starting with 10 or more clients), we'll add the following benefits:
- Branded URL and website
- Branded emails and reports
- Ability to add multiple advisors/coaches
* $150 Minimum Business Account access fee; includes first 10 client accounts at no additional cost.
The First Financial Software Dedicated To Client Cash Flow Management
(And the first that actually gets transaction categorization correct)
![](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/themes/2151091882/settings_images/05163f0-fbc-485-0aeb-cdfc4731cdf_672f0c0d-c2bd-47a6-9555-9cf0183a39a7.jpg)
What makes MoneyCoach different?
![Video Poster Image](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/themes/2151091882/settings_images/8Zd2anVJSLuI1TLhBoSN_file.jpg)
$15 per client per month*
- Manage all your clients in one place
- Client portal with access to expense tracking and reporting
- View and track your client's entire cash flow in one place
- Securely share and store client account statements and other key client documents in an encrypted vault
- Run advanced reports, and email them to clients with a few clicks
- Easy client touchpoints with automated weekly and monthly client reports
- Daily updates of linked accounts' balances and transactions
- Customizable rules-based auto transaction categorization
- Take notes and communicate with clients on individual transactions
- Add tags and attach receipts directly to transactions
- Track net worth, cash flow, budget, and goals
- Free training, tutorials and email support
* $75 Minimum Starter Account access fee; includes first 5 client accounts at no additional cost
For the same $15 per client per month*
Once you have 10 clients (or if you're starting with 10 or more clients), we'll add the following benefits:
- Branded URL and website
- Branded emails and reports
- Ability to add multiple advisors/coaches
* $150 Minimum Business Account access fee; includes first 10 client accounts at no additional cost