B1 Financial 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
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Overview

B1 Financial

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Pricing

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About B1 Financial

B1 Financial is a cloud-based financial management tool for businesses and offers automated accounting, risk modeling and customer data handling. The tool also offers access to a wealth of information, including templates, training videos and webinars that help users gain insights into their business management. The platform enables users to add, edit or delete variables such as percentages, ABCs and tax rates, before calculating the results directly in their reports

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B1 Financial Pricing and Plans

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B1 Financial Features

Popular features found in Financial Services
Billing & Invoicing
Financial Management
For Financial Institutions
Reporting/Analytics
Risk Management
Transaction Monitoring
More features of B1 Financial
Accounting
Alerts/Notifications
API
Approval Process Control
Cash Management
Client Portal
CRM
Customizable Reports
Customizable Templates
General Ledger
Investments Tracking
Portfolio Management
Workflow Management