FinTrade

RATING:

4.7

(6)
Overview

About FinTrade

FinTrade is a cloud-based financial management solution that helps small to large businesses manage online transactions, invoicing, cost analysis, legal documents and accounting processes. Key features include reporting, income statements, client databases, payroll processing, budget planning and more. The platform also provides customer support via FAQs, email and phone.

FinTrade Pricing

Pricing is per module per user. Free trial period is 60 days. Minimum number of modules is 2: Operations and Accounting. Minimum number of users is 2.

Starting price: 

$499.00 per month

Free trial: 

Available

Free version: 

Not Available

FinTrade

FinTrade Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for FinTrade

6 Reviews

Belen

Financial Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Everything you need in one software

This software isn't just for Financers and accountants. It simplifies and accelerates every aspect of your business. As an in-house legal counsel of a non- banking financial firm, with Fintrade software I have everything I need in one place: Lender reports, Due diligence data, document support for every operation organized, compliance search.

PROS

The Document Control Management Module is Fantastic. Help me organize documents for all the company's operations, and set alarms for documents that are about to expire. You can set the levels of authorization and approvals of each operation, and share them with the officials of the company. I finally found the soluttion for having an organized file.

CONS

They could implement an internal chat with other officers of our company.

Vendor Response

Thank you Belen. FinTrade is committed to feed ourselves from your reviews and permanently improve quality of software and service

Replied November 2022

Camila

Financial Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2022

Best financial software

I can access all my operations from the same software. Before we had to use 3-4 different platforms for each different products offered.

PROS

real time information for portfolio management , document control all docs in the same place for each operation, and easy invoices to send to client up to date.

CONS

The software has a mobile app for my clients where they can see most of the information but not all.

Reasons for switching to FinTrade

With this software i only need Fintrade to manage my day to day activities.

Vendor Response

Thank you Camila for your great review. At FinTrade we strive to constantly improve our software and services.

Replied November 2022

Judith

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2022

Excellent

PROS

Very friendly to use and it combine different modules.

CONS

Still under development which sometimes cause some delays while working on it

Reasons for switching to FinTrade

Fintrade is more focus in our business line: Factoring / Account receivables and also is integrated with bank and accounting reports

Jonathan

Financial Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

Great company system

I got some benefits in the software. I can extract information about companies specifically financial information, ratios, graphics, etc.

PROS

The system is easy to use. You can control all the business in the same software and automate processes.

CONS

I would like to see a frindly design. Perhaps, improve the software interface.

Fernanda

Computer Software, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

easy use and reliable

solving complex accounting problems

PROS

it is user friendly and has several options that are configurable and manageable

CONS

training is necessary in the first days its correct use

Pamela

Food Production, 2-10 employees

Used monthly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

I love it

PROS

That i can check my balance anytime i want

CONS

That it takes a little time to update my data

6 Reviews