Getmoneytree provides a cloud‑based platform that aggregates transaction data from over 1,000 banks and payment services, automatically categorizing and reconciling expenses. It delivers real‑time cash‑flow dashboards, budgeting tools, and export options, plus API integration with accounting software, helping SMEs and freelancers eliminate manual bookkeeping.
Funding
$23.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Businesses and individuals often struggle to manage multiple financial accounts, track expenses, and generate accurate reports across disparate banking and payment platforms.
Solution
Getmoneytree offers a cloud‑based financial aggregation platform that connects to a wide range of banks, credit cards, and payment services to automatically import transaction data. The system categorizes expenses, reconciles accounts, and provides real‑time dashboards that visualize cash flow, budgeting, and key performance metrics. Users can export standardized reports or integrate the data via APIs into existing accounting or ERP systems, reducing manual data entry and improving financial visibility.
Target Audience
Primary customers are small‑to‑medium enterprises, freelancers, and financial teams that need consolidated financial data without manual bookkeeping.
Features
- Secure API connectors for over 1,000 global banks and payment providers
- Automated transaction categorization with customizable rule sets
- Real‑time cash‑flow dashboards and budgeting tools
- Export options for CSV, PDF, and direct integration with popular accounting software (e.g., QuickBooks, Xero)
- Role‑based access controls and audit logs for compliance and security