Best The CFO Project Apps

204+ iOS apps curated and reviewed

4.6 avg rating
19 free apps
Updated May 2026

If you already know The CFO Project, this is the deeper bench. 204+ the cfo project apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of May 2026.

Compare top The CFO Project Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1The CFO ProjectThe CFO ProjectFree4.9★ (30)NoNoJul 2026
2Intuit QuickBooks for BusinessIntuit QuickBooks for BusinessFree4.7★ (252K)YesYesJul 2026
3EFEEFEFree4.6★ (7.4K)YesNoJul 2026
4FreshBooks Invoicing AppFreshBooks Invoicing AppFree4.7★ (11K)NoYesJul 2026
5Becker’s CPA Exam ReviewBecker’s CPA Exam ReviewFree4.8★ (12K)NoNoJul 2026
6Brightside FinancialBrightside FinancialFree4.6★ (1.4K)YesNoJul 2026
7Revolut BusinessRevolut BusinessFree4.9★ (2.8K)NoNoJul 2026
8Mobills - Budget PlannerMobills - Budget PlannerFree4.7★ (4.3K)YesYesJul 2026

Top Picks for The CFO Project

The CFO Project#1

The CFO Project by The CFO Project, LLC

Editor's Choice
📚 Education
4.9(30 ratings)
Free
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This program offers training, systems, and mentorship to help users provide CFO Advisory services. Learn to acquire clients, implement effective strategies, and earn a Certified CFO™ designation. Grow your practice and income without sacrificing personal time.

Intuit QuickBooks for Business#2

Intuit QuickBooks for Business by Intuit Inc.

Accounting & Invoicing with AI
Strong Contender
💼 Business
4.7😐(252K ratings)
FreeAdsIn-App Purchases
#4in Business
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Manage your business finances on the go with AI-powered accounting and invoicing tools. Accept payments, track expenses, generate invoices from photos, and automatically track mileage for tax deductions. Syncs with your online account for up-to-date financial data.

What We Love

  • 🚀 Efficient invoicing and expense tracking
  • 👍 Intuitive and user-friendly interface
  • 💡 Helpful mileage tracking feature
  • 🚀 Seamless bank account integration

Room to Improve

  • 🐛 Frequent crashes and glitches
  • 🔍 Lack of visibility into bank transactions
  • 🔍 Inability to edit or customize invoices
EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
💰 Finance
4.6😐(7.4K ratings)
FreeAds
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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.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts

More The CFO Project apps to explore

4
FreshBooks Invoicing App
FreshBooks Invoicing App
FreshBooks Invoicing App
Accounting & Expense Tracking
Free

This app simplifies business finances by offering professional invoicing, expense tracking, and mileage logging. It helps manage clients, track billable hours, and generate financial reports for better business insights. Get paid faster with online payment options and access award-winning customer support.

Professional invoicingExpense tracking with receipt photosAutomated mileage tracking
💼 Business
(11K)
freemium
5
Becker’s CPA Exam Review
Becker’s CPA Exam Review
Becker’s CPA Exam Review
by Becker Professional Development Corporation
Free

Prepare for the CPA Exam with a comprehensive study and coaching system. Utilize adaptive learning technology, extensive practice questions, and expert-led lectures. Study anytime, anywhere with online and offline access, and sync your progress across devices.

Adaptive learning technologyExtensive practice questionsAudio/video lectures
📚 Education
(12K)
free
6
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

On-demand financial assistantsTailored financial solutionsDebt management tools
💰 Finance
(1.4K)
free
7
Revolut Business
Revolut Business
Revolut Business
Banking für dein Unternehmen
Free

Manage your business finances with an all-in-one account designed for efficiency. Track spending, issue corporate cards, and handle global payments in multiple currencies. Automate expense management and gain insights with advanced analytics to support business growth.

Global payments in 30+ currenciesIssue physical and virtual corporate cardsAutomated expense management
💰 Finance
(2.8K)
subscription
8
Mobills - Budget Planner
Mobills - Budget Planner
Mobills - Budget Planner
Financial and Bill Organizer
Free

Take control of your money with this comprehensive budget planning app. Track expenses, manage bills, and set financial goals to achieve peace of mind. Analyze your spending with intuitive graphs and reports.

Track expenses and incomeCreate custom budgetsManage credit cards
💰 Finance
(4.3K)
freemium
9
ParmisaK PFM
ParmisaK PFM
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.

Income and expense trackingFamily member financial managementDebt and loan management
💰 Finance
(2.5K)
free
10
NYC DCP
NYC DCP
NYC DCP
by New York City Deferred Compensation Plan
Free

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

All-in-one account managementRetirement income modelingVideo education and live chat
💰 Finance
(12K)
free
11
The F Suite
The F Suite
The F Suite
by TechGC Holdings, Inc.
Free
🌐 Social Networking
(0)
12
Sky's The Limit - Mentorship
Sky's The Limit - Mentorship
Sky's The Limit - Mentorship
Entrepreneur & Startup Support
Free

This app connects aspiring entrepreneurs with volunteer business professionals for free one-on-one mentorship. It also provides business guides, training resources, and monthly grant funding opportunities to help underrepresented founders launch and grow their ventures.

One-on-one virtual mentorshipPersonalized training resourcesMonthly grant funding opportunities
💼 Business
(15)
free with in-app purchases
13
iConnections LLC
iConnections LLC
iConnections LLC
The Alts Industry Network
Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

Connect investment professionalsSchedule video meetingsShare documents securely
💼 Business
(928)
free
14
EasyBooks Expenses, Accounting
EasyBooks Expenses, Accounting
EasyBooks Expenses, Accounting
Easy Expenses & Bookkeeping
Free

Manage your business finances with ease. Create professional invoices, track expenses, and generate insightful financial reports. Designed for small businesses and professionals, it offers a quick setup and secure cloud syncing.

Customer invoicing and estimatesStock trackingComprehensive reporting
💼 Business
(312)
free with in-app purchases
15
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
16
Domain Money
Domain Money
Domain Money
Your finances, handled for you
Free

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

Expert financial guidanceCustom financial plansActionable steps
💰 Finance
(294)
free with in-app purchases
17
NASBA CPA Mobile
NASBA CPA Mobile
NASBA CPA Mobile
by NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY, INC
Free

Manage your CPA licensing journey with essential tools and services. Track application status, view exam scores, and receive important updates and guidance directly from your mobile device.

Track exam eligibility and application statusView Notice to Schedule (NTS)View CPA Exam scores
💼 Business
(28)
free
18
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
19
Money Pro: Personal Finance AR
Money Pro: Personal Finance AR
Money Pro: Personal Finance AR
Home Budget & Expense Tracker
$0.99
$4.99 | 80% OFF

Manage your personal and family finances with this comprehensive app. Track expenses, create budgets, and monitor accounts with insightful analytics and optional augmented reality reports. Set financial goals and gain control over your money.

Expense and income trackingBudget planning with custom categoriesAccount management and bank statement import
💰 Finance
(2.3K)
free with in-app purchases
20
Jump AI
Jump AI
Jump AI
AI for wealth managers
Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations
💰 Finance
(1.1K)
freemium

FAQ about The CFO Project

What are the best the cfo project apps for iPhone?
The CFO Project tops our the cfo project apps ranking as of May 2026, with a 4.9-star average from 30 App Store ratings, and it's free to download.
Yes — 19 of the top the cfo project apps we rank are free to download, including The CFO Project and Intuit QuickBooks for Business.
The CFO Project has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 204+ the cfo project apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.
The CFO Project is a mentorship program designed to train individuals on how to offer CFO Advisory services. It provides training, systems, tools, and community support to help users grow their practice and income.
To become a Certified CFO™, you must complete all six main training modules, successfully finish the exercises, and demonstrate success by securing at least one CFO Advisory client.