BankSummary vs Cash Flow Mojo
BankSummary
banksummary.coCash Flow Mojo
cashflowmojosoftware.comSide by side
| Figure | BankSummary | Cash Flow Mojo |
|---|---|---|
| Price from | Free | $175/mo |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 2 | 3 |
| Spec score · Cash Flow Management Software | 8.7 (#3) | 7.7 (#12) |
| Purpose | BankSummary brings connected bank accounts together in one dashboard for viewing balances and transaction activity. | Cash Flow Mojo is online cash flow planning and management software designed to help businesses plan revenue, reduce debt, pay bills, and set aside savings. |
| Security | The security page says data in transit and at rest is protected with AES-256 encryption and access is secured with multi-factor authentication. | The privacy policy says the company uses technical, physical, and administrative safeguards and SSL encryption for information transferred over the internet, while noting it cannot guarantee transmission is completely secure. |
| Support | BankSummary advertises 24/7 customer support through its contact form or live sessions. | The maker lists phone support at (239) 331-7055 and an address in Naples, Florida. |
Plans
Cash Flow Mojo
- 30-Day Trial$9.99, paid once
- Monthly$197 a month
- Annual$2,100 a year
In their own words
BankSummary
BankSummary is a web service that puts connected bank accounts into one dashboard for balances and transaction activity. Through Plaid, it connects to more than 12,000 financial institutions across the United States and Canada. Supported account types include checking, savings, credit card, investment, mortgage, and loan accounts. The dashboard provides balance tracking, transaction search, spending insights, financial forecasting, cash-position views, inflow and outflow tracking, and automated reports. Transactions are categorized automatically, and categories can be renamed. Reports can be downloaded as CSV, DOC, or PDF files. BankSummary can export to or synchronize with accounting tools, spreadsheets, and ERP systems. Connections are read-only: the service can view balances and transaction history but cannot make payments, transfer funds, or change bank accounts. Data is protected with AES-256 encryption in transit and at rest, and access uses multi-factor authentication. Bank credentials are not stored on its servers. A free plan costs nothing for up to two accounts; no credit card is required. A free trial is also available.
Cash Flow Mojo
Cash Flow Mojo has no write-up on Specifiction yet; its figures are above.