Shyft Score
Directory quality rating
43/100
Quiet
AI Readiness
How prepared for AI workflows
34/100
Our take
The verdict on Money+
AI-generated
Money+ merges CRM and financial management effectively, with decent AI readiness and integrated invoicing.
Strengths
- CRM + financial tracking
- Automated reporting
- Integrated invoicing
Limitations
- No free tier
- Limited user reviews
- Modest AI readiness
Best for: Sales teams needing financial tracking
Request a demo to evaluate Money+ for your team.
See how Money+ fits your stackBenefits
Why teams choose Money+
Manage customer relationships and finances in one platform instead of juggling multiple tools
Get paid faster with integrated invoicing and payment processing built into your sales workflow
Make better business decisions with real-time visibility into both sales pipeline and financial performance
Save hours weekly on manual reporting with automated financial forecasts and customizable dashboards
About
What is Money+?
Money+ is a comprehensive CRM and accounting platform that combines customer relationship management with financial tracking capabilities. It provides sales teams with integrated invoicing, payment processing, and customer financial data to streamline revenue operations and improve deal closure rates.
Key capabilities
Integrated invoicing and payment processing
Customer financial data analytics
Sales pipeline management
Automated reporting and forecasting
Customizable dashboards and workflows
At a glance
Use cases
What you can do with Money+
Automate invoicing for sales teams
Track customer payment history
Forecast revenue with financial data
Manage sales pipeline with financial insights
Generate automated financial reports
Best for
Small to medium-sized businessesSales teamsFinancial departments
Pricing
Money+ pricing
Money+ starts at $29/mo
Starting at $29/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with Money+
MCP servers
Use Money+ with AI agents via these MCP servers
ezbookkeeping
A lightweight, self-hosted personal finance app with powerful bookkeeping features.
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MakeMoneyWithAI
Turn open-source AI projects into profitable income streams effortlessly.
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lunchmoney mcp
Integrate LunchMoney's financial management capabilities into your applications effortlessly.
npx 36
Integrations
QuickBooksStripeSalesforceZapierMailchimpHubSpotXeroPayPalGoogle Workspace
FAQs
Frequently asked questions
Common questions about Money+ and its capabilities
Money+ is a CRM specifically designed for small to medium-sized businesses, offering robust financial management features. It includes integrated invoicing, payment processing, customer financial data analytics, and automated reporting, making it ideal for sales and financial departments.
Need help automating Money+?
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