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.

Top Picks for The CFO Project

The CFO Project#1

The CFO Project by The CFO Project, LLC

Editor's Choice
πŸ“š Education
4.9(30 ratings)
Free
The CFO Project screenshot 1
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Get trained and certified to offer a high-income CFO Advisory service without sacrificing time, and join a supportive community of peers and expert mentors to help you succeed and differentiate yourself from competitors. Enroll now to learn how to build a scalable and profitable practice.

Intuit QuickBooks for Business#2

Intuit QuickBooks for Business by Intuit Inc.

Accounting & Invoicing with AI
Strong Contender
πŸ’Ό Business
4.7😐(243K ratings)
FreeAdsIn-App Purchases
#3in Business
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Track your business finances easily with an all-in-one accounting app. Manage invoices, expenses, and more effortlessly. Try it now for better financial control!

What We Love

  • πŸš€ Efficient invoicing and expense tracking
  • πŸ‘ Intuitive and user-friendly interface
  • πŸ’‘ Helpful mileage tracking feature
  • πŸš€ Seamless bank account integration

Room to Improve

  • πŸ› Frequent crashes and glitches
  • πŸ” Lack of visibility into bank transactions
  • πŸ” Inability to edit or customize invoices
EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
πŸ’° Finance
4.6😐(7.3K ratings)
FreeAds
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Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • πŸ‘ User-friendly
  • πŸš€ Easy to navigate
  • πŸ’‘ Comprehensive account information
  • πŸ”’ Secure login process

Room to Improve

  • πŸ› Inconsistent data updates
  • πŸ” Limited functionality compared to website
  • πŸ” 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

Effortlessly manage invoicing and accounting tasks with this intuitive app. Simplify financial tasks, generate invoices, and stay organized with ease. Try it now for smoother business operations.

πŸ’Ό Business
(11K)
5
Becker’s CPA Exam Review
Becker’s CPA Exam Review
Becker’s CPA Exam Review
by Becker Professional Development Corporation
Free

Prepare thoroughly for the CPA Exam with an all-inclusive study and coaching system that adapts to your learning style. Access audio/video lectures, practice questions, flashcards, and more through the app, and sync your progress across devices. Take your preparation a step further with the interactive Accounting for Empires game available for download.

πŸ“š Education
(12K)
6
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

Get personalized financial care and support tailored to your needs with this unique platform. Improve your financial health, manage debt, and save money effortlessly. Start your journey to financial well-being today!

πŸ’° Finance
(1.3K)
7
Revolut Business
Revolut Business
Revolut Business
Banking fΓΌr dein Unternehmen
Free

Revolut Business is a comprehensive financial super app for businesses. It offers features like multi-currency payments, spending control, subaccounts, virtual and physical cards, and integration with accounting tools. Download now to streamline your business finance operations.

πŸ’° Finance
(56K)
8
Mobills - Budget Planner
Mobills - Budget Planner
Mobills - Budget Planner
Financial and Bill Organizer
Free

Take control of your finances with our budget planning app. Track expenses, set financial goals, manage credit cards, receive bill reminders, and more to achieve financial peace of mind. Join now to start managing your money effectively.

πŸ’° Finance
(4.3K)
9
ParmisaK PFM
ParmisaK PFM
ParmisaK PFM
Personal Financial Manager
Free

Manage your finances with ease using this personal financial manager app. Keep track of incomes, expenses, bank transactions, debts, budgets, and more. Take control of your financial well-being today! Visit https://www.accexpert.com for more information.

πŸ’° Finance
(2.5K)
10
NYC DCP
NYC DCP
NYC DCP
by New York City Deferred Compensation Plan
Free

Download the mobile app for seamless retirement savings management wherever you go. Easily access your accounts, tools, and resources in one secure place with intuitive features like retirement income simulation and fund management. Stay in control of your finances with enhanced security measures and personalized support.

πŸ’° Finance
(12K)
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

Connect with experienced mentors in various industries to receive personalized guidance and advice for your entrepreneurial journey. Make impactful connections and accelerate your professional growth today.

πŸ’Ό Business
(14)
13
iConnections LLC
iConnections LLC
iConnections LLC
The Alts Industry Network
Free

Connect with a global investment community to access unique opportunities easily. Schedule video meetings, share documents, and track interactions in a secure and information-rich environment. Join iConnections today to invest in progress.

πŸ’Ό Business
(925)
14
EasyBooks Expenses, Accounting
EasyBooks Expenses, Accounting
EasyBooks Expenses, Accounting
Easy Expenses & Bookkeeping
Free

An accounting and bookkeeping app that offers easy setup, customization, and tracking of financial transactions like invoices, expenses, and bank statements. Subscriptions provide unlimited transactions, multiple businesses, and powerful business analysis reports. Try it out with a get-started tutorial and create up to 60 transactions before subscribing.

πŸ’Ό Business
(313)
15
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

πŸ’Ό Business
(675)
16
Domain Money
Domain Money
Domain Money
Your finances, handled for you
Free

Get expert financial planning tailored to your needs with flat-fee, judgment-free services. Our certified advisors create custom plans for every stage of life, providing actionable steps for financial success. Contact support@domainmoney.com for assistance.

πŸ’° Finance
(294)
17
NASBA CPA Mobile
NASBA CPA Mobile
NASBA CPA Mobile
by NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY, INC
Free

Get a mobile app that helps you navigate your journey to becoming a licensed CPA, with features such as tracking exam eligibility, viewing scores and schedules, and receiving personalized reminders and alerts. Download the app to make your CPA journey more organized and accessible on the go.

πŸ’Ό Business
(25)
18
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

πŸ’Ό Business
(1.5K)
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 finances with ease using an innovative AR-based budgeting app. Track expenses, set financial goals, and visualize your budget in augmented reality. Start optimizing your finances today!

πŸ’° Finance
(2.3K)
20
Jump AI
Jump AI
Jump AI
AI for wealth managers
Free

This AI-powered assistant helps wealth advisors manage client interactions and compliance tasks with efficiency and accuracy. Record meetings, upload and process them to get customized notes, and review past meetings with ease.

πŸ’° Finance
(806)