Moneyworks

MoneyWorks provides an integrated solution to repay debt, establish and stick to a budget, and increase financial health. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They also list Financial Services, so expect those to show up in the feature set. They are a very small team, 1 to 10 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.

Moneyworks is based in Menlo Park, California and around since 2014. You can read more at getmoneyworks.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

Every review on Revaw shows how it was verified, so if you know Moneyworks well, your review carries weight here.