Best The CFO Project Apps

CFI: Real-World Finance

Finance & Accounting Courses

Free

Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.

Voya

by Voya Services Company

Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

GrowCFO

Where Finance Leaders Grow

Free

This app connects finance leaders with professional development resources and a community for growth. It aims to help users overcome challenges in the evolving CFO role, build confidence, and enhance their leadership skills.

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.

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.

FinFit

by FinFit Ops LLC

Free

This app provides employees with educational resources, tools, and financial solutions to achieve financial stability and meet their goals. Earn points through a rewards program for cash and prizes, and access services like personalized assessments, coaching, and money management.

1% Club

Helping you achieve FIRE

Free

This app provides tools and education to help users achieve financial independence. Learn from experts, invest in mutual funds and FDs, and track your finances in one place. It aims to be your personal CFO and a community for money conversations.

The Accounter

Accounting in Your Pocket

Free

Effortlessly manage your business finances by simply photographing bills and invoices. This smart accounting solution provides comprehensive financial reports and a trackable dashboard to help you make confident decisions.