# Fintellect Reviews
**Vendor:** Fintellect  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 2
## About Fintellect
Fintellect is a streamlined finances platform for professional service firms: design studious, IT outsources, consulting firms and other B2B services. It has everything a service company may need to manage finances. - Team Rates: break-even and commercial rates, billable hours & hourly utilisation cost. - Projects Price Quotes: automated price estimation tool for fixed-price, T&M, one-time, and retainer projects. - Production Cost Management Automation: track project profitability in real-time, and connect your time-tracking app to automate cost calculation. - Financial Planning: simple expenses and incomes projections with categorisation, recurring costs, potential cash gaps and pitfalls. - Automated Cashflow with Bank Integration: connect any number of bank accounts to track your financial statement live, and set up automated keyword-sorting for your business transactions. - Invoice Generation, Tracking and Management: automatically create invoice for all client's payments, generate PDF's, and get notified if it is paid.




## Fintellect Reviews
  ### 1. The easiest financial management software to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dmytro N. | Co-Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Fintellect?**

I had a chance to work with various accounting software, accountants and even advisors. Financial reporting is not my strongest suit and I have table-like view. I prefer clear dashboards that give me visibility of my current business and something I didn't know I needed - ability to see the real employee costs and project margin breakdown. Super easy to use, flexible, took me 1 day to onboard and integrate with my existing project management software and the team is super responsive whenever I needed assistance.

**What do you dislike about Fintellect?**

You can see that the product is being developped fast across various markets and some minor, market-specific features might be missing. But luckily the team is fast to respond and you a clear understanding of when to expect the updates.

**What problems is Fintellect solving and how is that benefiting you?**

Project breakdown, estimate planning, understanding how overheads affect my project margins and more

  ### 2. Easy to manage finances for service agencies

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dmytro Z. | Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 21, 2024

**What do you like best about Fintellect?**

The biggest benefit for me ir project profitability and overhead estimation. 
I love the clockify integration that we frequently use and responsive support team that helped me with some setup questions. We use it to estimate projects regularly, it is easy and intuitive.

**What do you dislike about Fintellect?**

It feels a bit overwhelming at first and requires some time to set it up right.

**What problems is Fintellect solving and how is that benefiting you?**

Keeping everyhting at 1 place, eliminating the need to create separate spreadsheets for every single client.



- [View Fintellect pricing details and edition comparison](https://www.g2.com/products/fintellect/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+17%3A13%3A22+-0500&secure%5Bsession_id%5D=77ee1094-6264-472c-8f67-c283c2bdbb98&secure%5Btoken%5D=390a8b2de82828322196f7e6f842cab7d8862895b81322265ec35a2f51b285ec&format=llm_user)

## Fintellect Features
**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

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