Top Rated Personal Financial Management (PFM) Alternatives
(3)
5.0 out of 5
Visit Website
Sponsored
ZB
Zeeshan B.
Sr Business systems analyst
Enterprise(> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Personal Financial Management (PFM)?
It gives me a 360 picture of my finances. One stop for managing your finances Review collected by and hosted on G2.com.
What do you dislike about Personal Financial Management (PFM)?
Does not categorize the product very well Review collected by and hosted on G2.com.
G2 reviews are authentic and verified.
Here's how.
We strive to keep our reviews authentic.
G2 reviews are an important part of the buying process, and we understand the value they provide to both our customers and buyers. To ensure the value is retained, it's important to make certain that reviews are authentic and trustworthy, which is why G2 requires verified methods to write a review and validates the reviewer's identity before approving. G2 validates the reviewers identity with our moderation process that prevents inauthentic reviews, and we strive to collect reviews in a responsible and ethical manner.
There are not enough reviews of Personal Financial Management (PFM) for G2 to provide buying insight. Below are some alternatives with more reviews:
1
ProperConvert app
4.4
(106)
Finally, the solution to import your transactions. Convert CSV, XLS, XLSX, PDF, QFX, OFX, QBO, QIF, MT940, STA to QBO/QFX/OFX, QIF, IIF, CSV/Excel and import into QuickBooks, Quicken, Xero, and others 2021, 2020, 2019. Review transactions in a readable view before converting. Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase. Buy with confidence: money back guarantee is provided for 14 days. Save time and avoid data entry and manual errors.
2
SaasAnt Transactions
4.9
(100)
SaasAnt Transactions lets you import, export, and delete your XLS/XLSX/CSV file transactions easily and quickly in QuickBooks Online.
3
Quicken
4.3
(74)
Quicken is a personal finance management tool that helps to organize and manage personal budgets.
4
Symphony
4.1
(39)
Symphony is a secure team collaboration messaging tool that allows users to communicate and share in a single workflow.
5
Buxfer
4.6
(30)
Buxfer is a cash management software.
6
ApprovalMax
3.9
(16)
ApprovalMax is a cloud-based approval workflow solution for finance and accounting.
7
Creditsafe
4.1
(16)
The world's most used supplier of business credit reports
8
BharatPe
4.7
(16)
Currently serving over 50 lakh merchants across 35 cities, the company has grown business 30x in 2019 and is a leader in UPI offline transactions, having processed 5 crore+ UPI transactions a month.
9
Khatabook
4.6
(15)
Replace your traditional udhaar bahi khata by new digital KhataBook. Shop owners can use the app to record credit (Jama) and debit (Udhar) transactions for their trusted customers. It is 100% Free, Safe and Secure for all types of businesses to maintain their customers' accounts.
10
Paid
4.6
(14)
Paid is a modern billing automation platform for small and large businesses alike.
Personal Financial Management (PFM) Categories on G2
