Copilot-money Alternatives (September 2025)

Online money management software for tracking expenses, budgets, bill reminders, investments, forecasting, financial planning & more. Join millions of users taking control of their financial future.

Origin is the all-in-one solution to build wealth. Tools to help you budget, invest, earn in a high-yield cash account, and receive personalized financial guidance.

TrackMySubs is a powerful subscription tracker to help you know exactly what you're spending so you can manage your costs.

Give customers a one-stop shop experience with white label client portal software that streamlines messaging, payments, file-sharing, help centers, and more.

MProfit - India's best portfolio tracking app for Stocks, Mutual Funds, Bonds, NPS, PPF & more. Auto-import data, get Capital Gains, XIRR & other reports. Try free today!

View your finances, track your goals and access your accounting experts all in one place.

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

Our note taking app helps you capture and prioritize ideas, projects and to-do lists, so nothing falls through the cracks. Start your free trial today!

Unlock your productivity superpower with a multilingual AI Keyboard, supercharged AI Chat, Smart Notes, and state-of-the-art Transcription.

Snap a receipt and all the details are automatically logged, making it easy to submit for tax or make expense claims.

Budgeto is the financial management platform that businesses use to create annual business budgets, produce reports, manage cash flow.

Datarails is an FP&A software solution providing finance experts with an easy way to conduct FP&A, budgeting, and forecasting.

CashFlowTool is the ultimate cash flow management & forecasting service for businesses and accountants - #1 rated cash flow app on the QuickBooks Marketplace.

Streamline mileage tracking with Driversnote, the trusted app used by millions of drivers. Automatically track mileage and generate IRS compliant reports.

Get a real-time cash flow forecast with this award-winning software. Float automatically syncs with Xero, QuickBooks & FreeAgent for faster, smarter business planning.

Finmark is a financial modeling tool that makes it easy for startups to build models and forecast their finances without spreadsheets.

ChatGPT for your entire knowledge base. Write faster and smarter to save up to 3 hours every day.

Track Mileage and log travel expenses for tax deduction or reimbursement - available for iOS and Android.

TripLog's mileage tracker app automatically tracks your business miles and expenses, saving you money and time. Get started in minutes!

Cash App is the #1 finance app in the App Store. Pay anyone instantly. Save when you spend. Bank like you want to. Buy stocks or bitcoin with as little as $1.

Integrate your toolchain, efficiently capture, enrich, and reuse materials. Enhance collaboration with the assistance of an on-device copilot.

Keep your children safe both online and in the real world with our mSpy™ parental tracking app. Monitor their GPS location, see who they are texting and talking to on Facebook or WhatsApp, what videos and images they share, and much more!

Clean up uncategorized transactions with your accounting and bookkeeping clients and sync with QuickBooks and Xero for $5/month.

Causal replaces your spreadsheets with a better way to build models, connect to data (accounting, CRM), and share dashboards with your team. Sign up for free.

Discover Goodnotes 6, the AI note-taking app loved by millions around the world.

Elevate financial planning with Cash Flow Frog ✔️ The advanced cash flow software for precise forecasts. Seamlessly integrated for growth-focused companies. Try now!

Join millions of people to capture ideas, organize to-dos, and make the most of your life with TickTick. Available for free, syncs across iOS, Android, Mac, Windows, Web and more.

DayViewer gives you the space and tools to enhance your time & task management online. It's the best online planner for running your business, completing

Grow your construction business with the Briq financial automation platform. Plan, budget, forecast, and control your spend management with a platform built for the construction industry.

A simple to do list app to manage your personal tasks, family projects, and team's work. Trusted by +40m people to stay organized and get more done.

Pry is the first real alternative to Excel for pro forma financials. One platform for financial forecasting, headcount planning, and KPI dashboards.

PlanGuru business planning software offers the budgeting and forecasting tool of choice designed to help businesses and nonprofits make better decisions

Jirav is the financial planning and analysis solution for accounting firms and SMB's. An 'all-in-one' software for forecasting, budgeting and modeling.

Banish business blind spots with our powerful, easy-to-use GPS tracking system and mobile app. Take control of your fleet with ClearPathGPS.

A work management platform for individuals and small teams. Available for Mac, Windows, Ubuntu, iOS and Android.

Change the game with an integrated and efficient ERP reporting tool and take back your time, all within the comfort of the Excel you love.

Quicken can help you stay on top of your budget, make smart decisions with your money, save towards your goals, and plan your retirement. Manage your money, your way.

From simple reports through to integrated forecasts, thousands of organizations use Syft to make better business decisions with their financial data.

GitHub is where people build software. More than 100 million people use GitHub to discover, fork, and contribute to over 420 million projects.

An AI writing assistant app for mac that works across all browsers, native apps & electron apps

Working hard with nothing to show for it? Use your money more efficiently and control your spending and saving with the YNAB app.

Iteration X is an AI-native project management app and issue tracker for front-end heavy product teams, enabling them to create and execute tasks across design, software, product and more, with the help of context-aware AI co-pilots, 1-click visual capture, and a powerful issue tracking dashboard.

Collaborate with AI that speaks your voice, integrated with your knowledge and filled with freshest trends on the web.

One team for all your accounting needs. Pilot handles your bookkeeping, taxes, forecasting and more. See why thousands of businesses trust Pilot.

Give your days a boost. Prioritize tasks, automate your schedule and make every minute matter - with The SkedPal AI

Boost your AI research with Upword. Organize content, get personalized insights, and streamline knowledge management with our AI-powered assistant. Start enhancing your research now!

Wise Tradr is a trading journal that gives you an easy way to log and track stock trades.

From complex topics to niche inquiries, Afforai AI researches like a pro. It analyzes millions of sources and gives you insights you can trust.

Take control of your spending with Brex's business credit cards, automated bill pay, and spend management tools. Make your money work as hard as you do.

Practice management software for bookkeepers and accountants. Communicate with clients, streamline month-end close, and offer advisory.

A Better Accountant Workflow and Client Portal solution -- Workflow Management, Secure File Sharing, Client Messaging, and More.

Everhour is a time tracking app with invoicing, budgeting, and expense tracking features. It works as a native time tracker inside Asana, Notion, Trello, Jira, Monday, Todoist, ClickUp, Basecamp, and more! Try a 14-day free trial with no card needed and all features included!

Need a mileage tracker or expense tracking app? Everlance automatically logs tax-deductible business mileage, expenses, receipts & more. Download for free!

Loqqat is a smart real-time school bus tracker & management software. You can track your school bus & schedule the routes with the smart school bus management app.

Canary learns how you email. It can write your emails, surface what needs attention, silence spam, and much more. Say hello to your Inbox Copilot.

Professional and beautiful font manager and font organizer app, helps preview, sync, install and organize fonts over iCloud, Dropbox. All-in-one Font Manager for business.

Manage medication, and symptom reminders using the CareClinic Pill Tracker App. Rated the best medicine management app to improve outcomes.

Clay is a beautiful rolodex and CRM for iPhone, Mac, Windows, and web, built automatically to help you manage your personal and professional relationships.

CommandBar gives you in-app help, natural language search, and non-annoying nudges — in one powerful platform.

Automate repetitive tasks and use a single source of truth to understand what trends to expect in the future. Start your 30-day free trial!

Generative and conversational AI powered customer service agents for your business. Get a demo or try free now!

A single app for individual entrepreneurs that does it all.

QuickBooks Money provides high-yield savings, no monthly fees, and seamless payments without a subscription. Sign up for free today.

Real Focus in Real-Time. Measure and improve your focus day by day, on iPhone, iPad and macOS.

Enterprise-grade AI tools to help marketing teams achieve both speed and performance.

Powerful notes app for individuals and teams. Fast, focused, always in sync. Notejoy is available on Mac, PC, iOS, Android, and the web. Sign up free.

Centralize, organize, and distribute your brand assets and digital content with the smartest, simplest Digital Asset Management platform on the planet.

Budgyt: Leading cloud-based budgeting software for SMEs & enterprises. Agile financial forecasting, real-time reporting, and efficient financial planning.

Copilot for Sales brings together M365 Copilot with a role based agent to boost seller efficiency, lighten workloads, and save time.

Plottr: story planning software with plot templates, character sheets, timelines and notes to visualize and plot books easier than ever.

Track Everything You Order in the Route App. Get shipping notifications and real-time status updates on any delivery.

The world’s most widely used and highest rated legal e-billing, matter management, and case tracking software. Formerly known as Serengeti Tracker.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

Forecastr's top-rated financial forecasting software, and expert CFO services simplify your businesses financial planning. Efficient, clear, ready to help!

Koyfin provides tools for investors to research stocks & other asset classes. Koyfin covers equities, ETFs, mutual funds, forex, bonds, etc.

Workflow designed for accountants by accountants. Aero gives you the tools you need to run your firm proactively, creating a scalable, efficient firm.

📱 Start tracking your assets in no time with your smartphone and QR code, NFC or custom tags. Asset tracking.

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

Trovata is an open banking platform: know instantly how much cash you have, automate cash management, forecast quickly, and manage cash flow with precision.

Cloudthink AI is an AI Copilot software with AI Writer, AI image generation, and AI voiceover. All-in-one AI platform for content creation.

When it comes to claiming tax credits, MainStreet does the heavy lifting for you, so you can focus on your business. Get started today.

Station unifies all your work tools in one neat and productive interface.

Introducing Decode CoPilot by Entropik—a groundbreaking leap in augmented consumer research, revolutionizing the way we understand and engage with consumer behavior.

Discover hassle-free mileage logging with MileIQ! Track your business drives effortlessly with our intuitive app. Make every mile count.

Get up to date contact information with a simple & free cross-platform contact manager app that sync across multiple accounts and devices automatically.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

With Numeric, leading teams organize their close, streamline reconciliations, and leverage AI for auto-drafted flux analysis and lightning-fast reporting.

BugSnag is an error monitoring and reporting software with best-in-class functionality for mobile apps. Our tool alerts users of bugs, errors & more. Free trial!

Icertis is the global leader in AI-powered contract intelligence. The Icertis platform revolutionizes contract lifecycle management, equipping customers with powerful AI automation and insights to grow revenue, control costs, mitigate risk, and ensure contract compliance - the pillars of business success. Today, 30% of the Fortune 100 trust Icertis to realize the full intent of millions of commercial agreements in 90+ countries.

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Everything you need for your client-based business. Built for solopreneurs and teams.

Designed to be your complete wealth system, from investment expertise to the hardest-to-reach experiences, we aim to amplify your greatness.

Publish press releases and content with maximum reach in our PR platform. Strengthen your brand with media monitoring and analysis

Mailspring: The open-source, extensible email app for Mac, Linux, and Windows with open tracking, link click tracking, contacts enrichment data and more.

Atlar lets you unify financial data, analyze cash flow, and manage payments in real time – all in one platform that syncs with your banks and ERP system.

Manage your network based on how users experience their key applications

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

We offer enterprise-grade accounting, reporting, and audit software for your digital assets.

Easily track, manage & report business expenses online with our top user-rated expenses system. Complete your spend management with AP automation.