Best Epicledger Financial Dashboard Apps

5.0(2 ratings)

Free

EpicLedger Financial Dashboard screenshot 1

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Gain total financial visibility for your business with an interactive, cloud-based dashboard. Understand key financial metrics, compare performance over time, and communicate directly with your accountants in real-time to make informed decisions and drive growth.

FPFoCo Mobile Dashboard by Financial Planning Fort Collins, LLC

Strong Contender

5.0(2 ratings)

Free

Manage your investments with ease. View portfolio details, allocations, and performance. Access statements, connect with your advisor, and schedule appointments directly from your mobile device.

dashboards by PointOfSale Inc

Worth Considering

Financial - Manager & Tracker

0.0(0 ratings)

Free

More Epicledger Financial Dashboard apps to explore

Money, Budget & Split Bills

All accounts in one viewAutomatic transaction importBudgeting and spending tracking

Manage all your financial accounts, track spending, and set budgets with smart insights and automated categorization. Features include expense splitting, recurring payment management, and personalized financial advice. Supports offline use and iCloud sync across Apple devices.

free with in-app purchases

SCEAI Dashboard

Economic Insights & Metrics

Square - Dashboard for POS

Simple, Powerful POS Analytics

Real-time business monitoringSales and performance trackingFinancial management

Monitor your business performance, finances, and team from anywhere in real time. Track sales, manage cash flow, and update schedules with this powerful analytics tool.

Parallel Financial Partners

(3.4K)

ad-supported

by Parallel Financial Partners, LLC

OmniPOS Mission Control

Dashboard - Portfolio Tracker

Track Stocks, ETFs & Crypto

Connect your finances to AI

Era: AI for Your Money

Connect accounts for a complete financial viewCreate smart, adaptive financial routinesReceive personalized AI insights

This AI-powered app provides proactive financial management by connecting your accounts and automating tasks. It offers personalized insights and smart routines to help you control your money without complex budgeting.

Prove your skills, get rewards

View historical performance reportsAnalyze progress metrics and trendsMonitor evaluation status and milestones

This app provides performance analytics and reporting, allowing users to review historical data, monitor progress, and gain insights. It offers a centralized dashboard for viewing reports and tracking key metrics from external platforms, but does not support trading or financial transactions.

by Fluent Financial, LLC

Milestone Financial Associates

by Milestone Financial Associates, LLC

Frazier Financial Advisors

by Frazier Financial Advisors, LLC

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, interactive reports, and secure document storage. This app offers budgeting tools and a central place to communicate with your financial advisor.

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

by Midwest Professional Planners, Ltd.

Consolidated account viewPortfolio performance trackingStrategy and risk profile overview

Access your complete financial overview from any device. Track portfolio performance, review strategies, and view risk profiles all in one dashboard. Securely access important documents like statements and tax forms.

Bizeye Business Dashboard

(1)

free

by Antraweb Technologies P. Ltd.

Heritage Financial Services

by Heritage Financial Services, LLC

Account Book - Money Manager

Budget Management, Bookkeeping

Comprehensive account managementPayment date tracking and notificationsAdvanced financial reports

This app helps you manage your finances, whether for personal budgeting or business bookkeeping. Track income, expenses, accounts, and payments with advanced reporting and sharing features. Stay organized with notifications and access your data from multiple devices.