Simpleplanning

SimplePlanning provides Excel-based templates and tools for budgeting, retirement, taxes, business planning, and accounting. In practice that means accepting cards, bank transfers and wallets online or in person.

It makes the most sense for any business that takes money. Alongside the main category they mention FinTech. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Simpleplanning is based in Sarasota, Florida and around since 2004. Their site is simpleplanning.net.

Before you commit, look at rates, payout timing, chargeback handling, and developer tools. Get the renewal terms in writing before the first invoice.

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