Best Intelligent Balance Sheet Exam Apps

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

MyBlock: Tax Docs & Refund

Upload docs. Chat with tax pro

Free

Manage your taxes and financial life in one secure app. Upload and store tax documents, track your refund status, and connect with tax professionals. Stay organized year-round with tools designed for real tax needs.

ParmisaK PFM

Personal Financial Manager

Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Facet: Financial Planning

Flat fee, CFP®, investing

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Living Balance Sheet®

by Guardian Life Insurance Company of America

Free

This app allows clients to view their personal financial balance sheet, track progress towards goals, manage tasks, and securely access documents. It facilitates connection with a financial professional to maintain organization and stay on track with financial priorities.

Accounting Client Portal

Talk to your accountant

Free

This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.

Balance: Net Worth & Budget

Track Wealth, Cash & Savings

Free

Effortlessly track your net worth, savings, and investments without logging every transaction. This app provides a clear financial overview, allowing you to monitor assets, debt, and progress towards your goals with customizable account tracking and optional reminders.

EFE

Your Investment Advisor

Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

CPA Exam Prep 2026

Passed CPA Certification Exam

Free

Prepare for the CPA certification exam with expert-designed content and a scientific study system. This app offers over 1,300 specialized questions, simulated quizzes, and AI-powered tracking to boost your confidence and help you pass on your first attempt.

CPA Exam Prep 2026 Prepia

FAR, AUD, REG Practice Tests

Free

Prepare for the Uniform CPA Examination with a comprehensive suite of study tools. Access practice questions, mock exams, flashcards, and personalized study plans to master accounting, auditing, and taxation concepts. Track your progress and identify areas for improvement.

Simpliphy

Physician Comp. Simplified.

Free

This app provides physicians with a clear overview of their earnings, performance metrics, and future compensation projections. It allows users to model financial scenarios, compare their performance to national benchmarks, and receive health system updates.

Treasury: AI Budgeting & Bills

Money Manager, Expense Tracker

Free

An AI-powered money manager that links to US bank accounts to answer questions about spending, budgets, bills, and net worth. It helps users plan their finances by organizing expenses and tracking goals.

Balance: Net Worth Calculator

160+ Currencies. On-Device.

Free

A simple financial dashboard for tracking net worth across multiple accounts and currencies. It offers privacy-focused, on-device data management with clear organization of assets and liabilities. Ideal for managing personal, business, or shared finances with ease.

Financial Finesse

Your Financial Wellness Hub

Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

Quartr: Financial Research

Live earnings calls & AI chat

Free

Access live earnings calls, AI-powered financial research, and company data all in one place. Get real-time updates, searchable transcripts, and analyst estimates for companies you follow. Streamline your investment research and stay informed effortlessly.

Origin: AI Budget and Track

Spending, Saving, & Net Worth

Free

This app provides a comprehensive financial overview, connecting all your accounts to track spending, build AI-powered budgets, and manage investments. It offers personalized guidance from an AI advisor for saving, investing, and planning major life events, with options for wealth management and tax filing.