--- title: Momenteo Reviews meta_title: 'Momenteo Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 13 reviews by the users' company size, role or industry to find out how Momenteo works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 13 scale: '5' date_modified: '2026-08-07' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Momenteo Reviews **Vendor:** Momenteo **Category:** [Accounting Software](https://www.g2.com/categories/accounting) **Average Rating:** 4.4/5.0 **Total Reviews:** 13 ## About Momenteo Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting. ## Momenteo Reviews ### 1. Essential for EU VAT Compliance, But Needs Better Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Landrum L. | Senior VAT & International Tax Specialist, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about Momenteo?** As a Senior VAT & International Tax Specialist, the embedded EU VAT logic is its biggest advantage for our cross-border client engagements. It automatically inserts Germany-specific tax rates, reverse-charge clauses and intra-EU supply disclaimers on every invoice, removing the risk of human error I used to face when drafting documents manually in Excel. Every time log and issued invoice carries permanent, uneditable timestamps—this creates credible audit trails we can submit directly to German tax offices without extra reconciliation. The tagging function for each time entry by client jurisdiction also simplifies pulling aggregated activity data to back up our transfer pricing documentation packs. **What do you dislike about Momenteo?** The most frustrating limitation is the complete absence of native DATEV integration, the mandatory tax software all German accounting firms rely on. Each month I spend hours extracting invoice and time data, restructuring CSV column formats to meet DATEV’s strict import rules. There are no pre-built report layouts aligned with German fiscal audit requirements, and the platform cannot auto-assemble standardized activity records needed for transfer pricing compliance. Additionally, there’s no native reminder system for GDPR document retention rules, forcing our team to maintain separate spreadsheets to flag client financial records due for archiving or secure deletion. **What problems is Momenteo solving and how is that benefiting you?** Prior to adopting Momenteo, our team managed billable hours and cross-border client invoices across disjointed Excel workbooks. This fragmented workflow frequently led to inconsistent VAT labeling and missing audit trails, which raised compliance risks during local tax authority inspections. By centralizing all time tracking and invoicing in a single system, the tool standardizes cross-border tax treatments automatically, cuts down manual data entry mistakes, and generates verifiable chronological records. This drastically shortens our audit preparation timelines and makes it far easier to segregate sensitive client financial data to satisfy GDPR data protection requirements. ### 2. Great tools for freelancers **Rating:** 5.0/5.0 stars **Reviewed by:** Rezaul K. | Top Rated Seller on Fiverr, Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Momenteo?** One thing that I like about this item is that it is straightforward to utilize and has a significant overall quite well disposed UI. The foundation artistry is exceptionally satisfying and engaging to the eyes. It's an unusually convenient apparatus that not just makes overseeing costs and making invoices very simple, yet it likewise takes out the weariness in utilizing applications like this. **What do you dislike about Momenteo?** There is actually not a lot to hate about Momenteo as it is a significant decent item. There were a couple of residue and stones to a great extent yet those were just minor issues and weren't that much a major of an arrangement. The main thing is that it takes care of business and I appreciate utilizing it. **What problems is Momenteo solving and how is that benefiting you?** Generally, Momenteo is a phenomenal apparatus for consultants that need to make their solicitations and need to make things simpler and quicker. It consequently computes all I require and this is certainly an extraordinary accommodation. It has different provisions which incorporate following of costs, getting an outline of my accounts, and so on I unquestionably prescribe it to every one of the consultants out there. ### 3. Very good software for managing day to day finances! **Rating:** 4.5/5.0 stars **Reviewed by:** Anshul J. | Scrum Master, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **What do you like best about Momenteo?** It is very helpful for managing day to day tasks, finances and other activities, you can manage clients invoices, travles and other expenses very easily on this Momenteo software. I would highly recommend everyone to use it **What do you dislike about Momenteo?** Nothing much i have disliked its very good software prices can be bit lower and they can provided detailed user guide for new users and support can be extended to 24*7 **What problems is Momenteo solving and how is that benefiting you?** Managing Travel, Expenses, invoices at one place was a difficult thing to manage, with the help of Momenteo I can manage everything at one place with lot of ease and it provides lot of insights about the finances from the historic data ### 4. Impressive UI and the best in business for Creation of estimates and Invoices **Rating:** 4.5/5.0 stars **Reviewed by:** Ashish N. | System Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Momenteo?** The First Thing that catches your eyes is the Impressive User Interface; It is straightforward to use with many features bundled. One of the best features that I like is Financial reporting, and we can receive payments through Paypal. **What do you dislike about Momenteo?** It still lacks a dedicated windows application. **What problems is Momenteo solving and how is that benefiting you?** Tracking of all the expenses has become easy; there is no need for a separate Application for things like reporting, receiving payments. ### 5. The best options for freelancers! Try it now! **Rating:** 5.0/5.0 stars **Reviewed by:** Lester G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2020 **What do you like best about Momenteo?** Is the best option I have found to manage my clients, invoices and expenses in an easily way while having a clear portrait of their financial status. The invoices options allow the users to send beautiful invoices. **What do you dislike about Momenteo?** It is cloud-based and automated; therefore, the user's data is stored in the safest way possible, but I would like and installed version on windows OS. The web application works pretty well but sometimes I feel comfortable with a windows or Mac version. Other thing is the short list of two supported languages: French and English. I would like to work with an Spanish versions, or Portuguese, since I work with Brazilian and Spanish clients giving them project management services. **Recommendations to others considering Momenteo:** It is one of the best options if your are an entrepreneur. A easy way to manage your expenses and clients’ invoices. The report feature archives the previous years of activity to allow users to go back in time quickly and find some information from the reports. provides a guided workflow for estimate creation and sending and the ability to convert those estimates into invoices. Users can track all communications with clients and show whether messages were received or opened. The solution is able to manage all client information such as address, currency, language and contact information. **What problems is Momenteo solving and how is that benefiting you?** I was working on billing, invoicing and expenses tracking. It allows freelancers keep track of their work done, expenses, and travels in the provided calendar. We used the invoicing feature for tracking of the invoices by alerting the users because our clients received the invoices and they opened the invoices. ### 6. Excellent database software to store different type of data for Non-programmers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2021 **What do you like best about Momenteo?** Extremely easy to create a database even for those who do not have programming knowledge. It's free for the basic version. The data will be secure so no need to worry for data privacy. **What do you dislike about Momenteo?** Customization option not available. Some advanced features are missing. If you are using the Free version then some amazing features are missing. **What problems is Momenteo solving and how is that benefiting you?** It helps to organized data digitally. this allows you to create your personal database anything you want. ### 7. Organize a large part of your daily movements. **Rating:** 4.5/5.0 stars **Reviewed by:** Deisy G. | Web Programmer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2019 **What do you like best about Momenteo?** This product has different features and tools that facilitate the daily work within the company or for personal things, this tool is perfect for working individually or for small businesses. What I like most about this program is its interface, it is very comfortable and any user without problem, another detail that I like is that it offers a perfect free month to try much of this program. **What do you dislike about Momenteo?** I have no complaints about this application at this time, it meets what I expected and it does not have an exaggerated price. A perfect tool to do basic things. **Recommendations to others considering Momenteo:** I recommend this tool for small businesses or for personal use, it can be used by any user since its interface and tools are not difficult to use, you can learn to handle it quickly without having to go through a long process. I recommend taking your free trial to find out how it works. **What problems is Momenteo solving and how is that benefiting you?** Nowadays I use this tool in a personal way and sometimes a little inside the companies, but mainly I use it for my own tasks and businesses, its interface makes it an application that I can understand without problem and its different tools allows to organize in a better way expenses, payments, sales, investments and invoices of the business that are made daily. ### 8. Freelancer's Resource to Task Planner **Rating:** 4.5/5.0 stars **Reviewed by:** Faizal H. | Financial Planner, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2019 **What do you like best about Momenteo?** Momenteo is the freelancer's tool for planning tasks and activities. It is designed with a very sweet friendly user interface to make you enjoy using it. It does three great functions of managing tasks, travels, and expenses. Great features indeed. Free for the first one month to have a trail **What do you dislike about Momenteo?** I have no grudge using it. It basically satisfies all that it is supposed to and at an affordable price too. **Recommendations to others considering Momenteo:** It is what you need as a freelancer or as an enterprise. **What problems is Momenteo solving and how is that benefiting you?** As an enterprise, the best thing is to manage and organise tasks and expenses together. Memento has so much been of help. We use it to organize expenses, and also prepare proposals. ## Momenteo Discussions - [What is Momenteo used for?](https://www.g2.com/discussions/what-is-momenteo-used-for) - [Do you plan to develop an window installations app?](https://www.g2.com/discussions/32506-do-you-plan-to-develop-an-window-installations-app) - 1 upvote - [View Momenteo pricing details and edition comparison](https://www.g2.com/products/momenteo/reviews?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+13%3A35%3A30+-0500&secure%5Bsession_id%5D=aa2d6c69-2fce-4717-8205-28b1568b7596&secure%5Btoken%5D=ad9b8f62ad0adaf4a2b7eb88741c97e8d681554ec211577e153352195fabb8c3&format=llm_user) ## Momenteo Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Expense Reports** - Ease of Creating Expense Reports - Bank / Credit Card Integration - Smart Categorization - Digital Receipt Management - Employee Reimbursement - Currency Conversions - Corporate Card - Credit Card Management **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Bill Generation** - Templates - Digital Billing - Recurring Billing - Hourly Billing - Contingency Billing - Project Billing - Multi-Period Recurring Billing - Recurring/Subscription Billing - Deferred Billing **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - Expense Management** - Autonomous Task Execution - Cross-system Integration **AI Assistant - Accounting** - AI Accounting Assistant **Travel Management** - Ease of Booking - Itinerary Management - Trip Notifications - Advanced Integrations - Online Booking - Credit Card Management - Booking Management - User Management - Restriction Management - Reservations Management - Reimbursement Management - Vendor Management - Travel Management - Promotions Management - Workflow Management - Receipt Management - Supplier Management - Compliance Management - Policy Management - Invoice Management - Real-Time Notifications - Third-Party Integrations - Timesheet Management - Invoice Management - Reimbursement Management - Real-Time Notifications **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Bill Processing** - Consolidation - Batch Invoicing - Management - Compliance Management - Purchase Order Management - Document Management - Email Management - Client Management - Dunning Management - Master Data Management - Refund Management - Discount Management - Sales Tax Management - Subscription Management - Recurring Invoicing - Billing & Invoicing **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments - Electronic Payments - Credit Card Processing **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Integration** - Accounting - Payments - ERP - Mobile Payments - CRM **Client Invoicing** - Invoice Creation and Delivery - Electronic Payments - Project Accounting / Revenue Recognition - Biometric Recognition - Optical Character Recognition **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Agentic AI - Billing** - Autonomous Task Execution **Generative AI - Expense Management** - Image-to-Text - Text Generation - Text Summarization **Additional Functionality** - File Encryption - Reporting & Statistics - Alerts/Notifications - Contact Database - Third-Party Integrations - AI Copilot - File Sharing - Purchasing & Receiving - Multi-Language - Activity Dashboard - Customizable Invoices - Real-Time Reporting - Credit Card Processing - Quotes/Estimates - Fraud Detection - Real-Time Data - Generative AI - Dynamic Pricing - Credit Note - Duplicate Detection - Invoice History - Reminders - Billing Portal - Accounting Integration - Backup and Recovery - Customizable Branding - Bulk Send - Invoice Creation - Time & Expense Tracking - API - Customizable Reports - Projections - Multi-Currency - Event Logs - Invoice Processing - Automated Receipt Matching - Tax Calculation - Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Mobile Access - Bank Reconciliation - Transaction History - Customer Accounts - Customizable Fields - PCI Compliance - Audit Trail - Multiple Payment Options - Self Service Portal - ACH Payment Processing - Third-Party Integration - Payment Tracking - Batch Processing - Approval Workflow - For Small Businesses - Tax Compliance - Workflow Automation **Additional Functionality** - Audit Trail - Secure Data Storage - AI Copilot - Approval Process Control - Data Import/Export - Duplicate Detection - Expense Claims - Budgeting/Forecasting - Customizable Fields - Spend Control - Customizable Templates - Access Controls/Permissions - Reporting & Statistics - Automated Receipt Matching - Mobile Receipt Upload - Billable & Non-Billable Hours - Financial Analysis - Categorization/Grouping - Single Sign On - Activity Dashboard **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense - Cost Tracking - Time Tracking - Status Tracking - Budget Tracking **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Mobile** - Receipt Capture - Mileage Tracking - Travel Itinerary and Flight Status Updates - Expense Tracking - Real-Time Updates **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Platform** - Embedded AI / Machine Learning - Complex Approval Workflow - Generative AI **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation - Mobile Access **Administration** - PCI Regulation Compliant **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management - Timesheet Management - Payroll Management - Employee Management - Invoice Management - Calendar Management - Workflow Management - Task Management - Mobile Access - Mobile Access - Workflow Management - Compliance Management **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications - Collaboration Tools - Third-Party Integrations - Accounting Integration - Third-Party Integrations **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support - Offline - Accounting Integration - QuickBooks Integration - Real-Time Reporting - Third-Party Integrations - Payroll Integration - Accounting Integration **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics - Receipt Management - Workflow Management - Payroll Management - Sales Tax Management - Audit Management - Tax Management - Fixed Asset Management - Reporting/Analytics - Order Management - Sales Order Management - Cash Flow Management - Cash Management - Real-Time Data - Vendor Management - Credit Card Processing - Financial Consolidation & Close Management - Transaction Management **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management - Compliance Management - Inventory Tracking - Inventory Management - Financial Management - Activity Tracking - Document Management - Compliance Tracking - Notes Management **Agentic AI - Accounting** - Autonomous Task Execution **Additional Functionality** - Multi-Location - Generative AI - Accounts Payable - Fund Accounting - Quotes/Estimates - Approval Process Control - AI Copilot - Chart of Accounts - Project Accounting - Encryption - Accounts Receivable - Recurring/Subscription Billing - Billing & Invoicing - Reminders - Multi-Currency - Access Controls/Permissions - Income & Balance Sheet - Data Security - General Ledger - Currency Conversion - Customizable Templates - Accounting - Estimating - Reporting & Statistics - Financial Analysis - Transaction History - Expense Claims - Document Storage - SSL Security - Categorization/Grouping - Automatic Billing - Purchasing & Receiving - Customer Database - For Distributors - Bills of Material - Financial Data Protection - Inventory Control - AI/Machine Learning - Mobile App - Client Portal - For CPA Firms - Remote Access/Control - Cash Flow Analysis - Performance Metrics - Multi-Company - For Small Businesses ## Top Momenteo Alternatives - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - 4.0/5.0 (3,765 reviews) - [BQE CORE](https://www.g2.com/products/core-bqe-software-inc/reviews) - 4.3/5.0 (437 reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - 4.3/5.0 (1,710 reviews)