Real-time Financial
Management Platform
Take control of your business finances with our comprehensive transaction-centric platform. Built for businesses tracking cash flow with real-time transaction management and forecasting.
Built with modern technology and security in mind
Unified Transaction Interface
Everything you need to manage your finances in one central hub. Record, import, categorize, and forecast with our transaction-centric approach.
Transaction Recording
Manual entry of income and expenses with intelligent categorization. Track every financial movement with precision and context.
- Smart categorization
- Debt/Asset tagging
- Recurring transactions
Import & Sync
Seamlessly import transactions from CSV files and connect with your bank accounts through secure integrations.
- CSV import support
- Bank integration (PSD2)
- Automatic categorization
Cash-Based Forecasting
Predict your future cash flow with accuracy. Set up recurring transactions and get insights into your financial trajectory.
- Future cash flow planning
- Recurring transaction setup
- Balance visualization
Smart Categorization System
Organize your transactions with intelligent categorization. Track expenses and income by category to better understand your cash flow patterns.
Built for Business
Designed specifically for business financial management with cash-based reporting, forecasting on your front page, and business-specific features.
Built for Every Financial Professional
Whether you're managing multiple clients, running a business, or planning personal finances, GoMonio meets to your needs.
Business Users
Primary FocusIndependent businesses with full access to transaction management, cash-based forecasting, and financial analysis.
- Complete transaction management interface
- Cash-based forecasting and planning tools
- Forecasting displayed on front page
- Bank integrations and CSV import
Personal Users
Coming LaterPersonal finance management with simplified features, spending insights, and goals tracking for individual users.
- Personal dashboard with spending insights
- No forecasting on front page
- Personal-specific reports and insights
- Goals tracking (future feature)
Agency Users
Post-MVPFinancial advisors, accountants, and consultancies managing multiple business clients with unified portfolio management.
- Multi-client dashboard with complete data isolation
- Consolidated portfolio analysis and reporting
- Client takeover capability for existing accounts
- Advanced permissions and role management
Ready to take control of your business finances? Start with our business-focused platform designed for cash-based financial management.
View business plans and pricingBuilt with Security & Modern Standards
GoMonio is designed with security and reliability in mind, following modern development practices and industry standards.
Data Encryption
Industry-standard encryption protects your data at rest and in transit
Privacy Focused
Built with privacy in mind and GDPR principles
Data Protection
Secure data storage with regular backup procedures
Service Monitoring
Active monitoring to ensure reliable service
Technology Stack
Built with modern frameworks and best practices
Performance
Optimized for speed and responsiveness
Service
Stable platform built for business needs
Built with security and privacy principles
Ready to Transform Your Financial Management?
Take control of your business finances with our comprehensive transaction-centric platform. Built for real-time financial visibility, accurate forecasting, and transaction management.
Quick Setup
Get started quickly with our intuitive platform
Modern Security
Your data is protected with modern security standards
Expert Support
Expert support whenever you need assistance
🎉 Free 60-day trial for business and personal premium plans • Cancel anytime
Built with modern security and privacy principles