FinFolio

FinFolio is simplifying wealth management for professional investment advisers. The job it does: recording transactions, reconciling banks and producing financial statements.

The natural audience is small businesses and their accountants. Alongside the main category they mention Accounting, Consulting, Developer Tools, Finance and FinTech. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

FinFolio is based in Greenwood Village, Colorado and around since 2008. You can read more at finfolio.com.

Things worth asking about: bank feeds, multi-entity support, and accountant access. A short pilot with your real data tells you more than any demo.

If you have worked with FinFolio, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.