Software & Tools Hub
Find tools by platform
Business & Accounting Software
QuickBooks Online
Mobile AppIndustry-standard cloud accounting software used by millions of small businesses and accountants worldwide.
Xero
Mobile AppBeautiful cloud accounting platform with strong multi-currency features and unlimited user seats.
Wave
Mobile AppFree cloud accounting platform for small businesses and freelancers in the US and Canada.
FreshBooks
Mobile AppCloud accounting built for freelancers and service businesses, with best-in-class invoicing and time tracking.
Personal Finance Software
YNAB (You Need A Budget)
Mobile AppZero-based budgeting app that assigns every dollar a job. Proven methodology that helps users reduce debt and increase savings by giving their money intentional purpose.
Rocket Money
Mobile AppSubscription management and bill negotiation app with a genuinely useful free tier. Automatically detects subscriptions, cancels unwanted ones, and negotiates lower bills on your behalf.
Monarch Money
Mobile AppFull-featured personal finance app designed for households and couples. Combines budgeting, investment tracking, net worth monitoring, and collaborative money management in one platform.
Digital Trading & Investment Platforms
Fidelity Go
Mobile AppFidelity's robo-advisor with zero management fees on balances under $25,000 and no account minimum. Combines automated portfolio management with access to human advisors via unlimited coaching calls.
Schwab Intelligent Portfolios
Mobile AppSchwab's robo-advisor with zero advisory fee and no commissions. Automated portfolio management with access to over 300 physical branches for in-person service.
Betterment
Mobile AppA pioneer robo-advisor offering automated goal-based investing with tax-loss harvesting, socially responsible portfolios, and a flat-fee pricing structure. No account minimum.
Wealthfront
Mobile AppAutomated investment platform with tax-loss harvesting, direct indexing, and a competitive cash account rate. Also offers commission-free trading of individual stocks and ETFs. $500 account minimum.
Business Banking & Neobanks
Mercury
Mobile AppDeveloper-friendly business banking platform designed for startups and tech companies, with free wires and API access.
Brex
Mobile AppAI-powered corporate card and spend management platform for venture-backed startups, with global multi-currency card issuance.
Novo
Mobile AppFee-free business banking for solo founders and freelancers, with strong e-commerce integrations and ATM fee refunds.
Relay
Mobile AppMulti-account business banking platform designed for cash-flow-conscious businesses that want visual fund separation.
Payment Processing & POS
Stripe
Mobile AppDeveloper-first payment processing platform for online businesses, with global reach, 135+ currencies, and extensive API infrastructure.
Square
Mobile AppAll-in-one payment ecosystem for in-person and online sales, with free POS software, card readers, and integrated business management tools.
PayPal
Mobile AppGlobally recognized online payment platform with 400M+ active users, PayPal and Venmo wallet payments, and broad cross-border reach.
Helcim
Mobile AppInterchange-plus payment processor with transparent pricing, no monthly fees, and significant savings for businesses processing $10K+/month.
Insurance Comparison Platforms
Policygenius
Mobile AppOnline insurance marketplace where consumers compare life, auto, home, and disability insurance quotes across multiple top-rated carriers with licensed expert support.
Insurify
Mobile AppFastest online insurance comparison platform offering real-time auto and home insurance quotes from 120+ carriers, with the highest customer reviews among comparison sites.
CoverWallet
Online business insurance marketplace (now part of Aon) covering general liability, professional liability, E&O, workers compensation, and BOP for SMBs and enterprises.
The Zebra
Mobile AppIndependent insurance comparison platform with the largest auto and home carrier network — 100+ partners — offering side-by-side quotes for car, home, and life insurance.
Tax Filing & Tax Software
TurboTax
Mobile AppIndustry-leading online tax filing software with guided interview-style preparation, AI Tax Assist, and support for the most complex individual and business tax returns.
H&R Block
Mobile AppOnline tax filing software with the most robust free tier of any major paid provider, plus the option for in-person filing at thousands of physical offices nationwide.
TaxAct
Mobile AppBudget-friendly tax filing software with the most affordable paid tiers, $100,000 accuracy guarantee, and strong support for S-Corp and small business returns.
FreeTaxUSA
Genuinely free federal tax filing for nearly all return types — including freelance income, investments, and itemized deductions — at no federal cost.
Investment & Trading Apps
Robinhood
Mobile AppCommission-free trading app for stocks, ETFs, options, and crypto with a beginner-friendly interface. Features Robinhood Legend desktop platform, AI-driven market insights via Cortex, and IRA accounts with up to 3% contribution match.
Webull
Mobile AppCommission-free trading platform with advanced mobile charting, 50+ technical indicators, free paper trading sandbox, and Vega AI research. Available in the US, UK, Australia, Hong Kong, and Singapore.
eToro
Mobile AppGlobal social trading platform with CopyTrader, allowing users to automatically copy experienced investors. 30M+ registered users. Stocks, ETFs, crypto, and Smart Portfolios.
Public
Mobile AppCommission-free investing platform with unique options rebates, Treasury account access, and a social community. No PFOF — orders route directly to exchanges. US only.
AI-Powered Financial Tools
Cleo
Mobile AppAI-powered budgeting assistant that uses a conversational chat interface to help users track spending, build budgets, access cash advances, and improve credit scores. Free tier available.
Origin
Mobile AppAI-powered financial planning copilot that combines budgeting, investing, and planning in one platform. Available via employer benefits programs and direct-to-consumer subscriptions.
Zeni
AI-powered bookkeeping and CFO platform for venture-backed startups. Combines AI automation with dedicated human bookkeeping and CPA support. US-based entities only.
Digits
AI-powered bookkeeping platform for small businesses with 24/7 automated transaction processing and real-time financial insights. Blends AI automation with human financial expert access.