fortune

fortune

Fortune is an AI-powered accounting software designed to simplify bookkeeping and financial reporting for businesses, enabling instant access to essential accounting reports and analytics for informed decision-making.

fortune is finance software teams evaluate for business operations. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Free
#154 in Finance (154 tools)
Added 0 year ago
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Quick Overview

Best for: Business Operations

What it does

Finance software for decision-makers comparing workflow fit and alternatives.

Best fit

Business Operations

Pricing snapshot

Free from $10.99/month

Next step

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fortune

Fortune is built to eliminate the complexity of accounting by providing instant financial reports and analytics without manual categorization or reconciliation. It is designed for business decision-makers who need real-time data to make informed choices quickly. The platform automates bookkeeping tasks, allowing users to send invoices, receipts, and documents for processing, and offers a user-friendly interface with accessibility in mind. Fortune supports multi-currency accounts and provides up to two years of transaction history, making it suitable for businesses operating across borders.

AI-powered accounting software for business decision-making, cash flow tracking, and forecasting.

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Key Features

Instant Accounting Reports

Generate essential accounting reports instantly without manual categorization or reconciliation.

Automations and Rules

Set up rules and workflows to automate repetitive accounting tasks, saving up to 80% of bookkeeping time.

Automatic Expense Categorization

Automatically categorizes expenses to eliminate manual sorting of receipts.

Data Export

Export transactions easily for tax season, sharing with accountants, or record keeping.

User-Friendly Interface

Accessible interface with command tools that require no video tutorials.

Personal AI Accountant

Access a personal AI accountant assistant available 24/7 to help with accounting queries.

Cashflow, Income & Expenses Monitoring

Instantly monitor money movement to maintain control over finances.

Multi-Currency Support

Manage accounts in multiple currencies seamlessly.

Up to 2 Years of Transaction Data

Access historical transaction data for up to two years.

Advanced Transaction Search

Find specific transactions quickly with advanced search tools.

Pricing

Basic

$10.99/month
  • Up to 3 Bank Connections
  • Automatic transaction refresh
  • Automatic expense categorization
  • Cashflow, Income, and Expenses Monitoring

Standard (Popular)

$30/month
  • Everything in Basic
  • Unlimited Bank Connections
  • Access to personal AI accountant
  • Export transactions anywhere

Use Cases

Small Business Accounting

Simplify bookkeeping and financial reporting for small businesses with automated workflows and instant reports.

Multi-Currency Business Management

Manage finances across different currencies effortlessly for businesses operating internationally.

Real-Time Financial Decision Making

Use real-time analytics and reports to make informed business decisions quickly.

Outsourced Bookkeeping Support

Send invoices and receipts to Fortune for professional bookkeeping services, reducing manual effort.

Integrations

Plaid

Fortune uses Plaid for secure bank account connections and transaction data retrieval with end-to-end encryption.

Benefits

Significantly reduces bookkeeping time with automation and AI assistance.
Provides instant access to accurate financial reports and analytics.
Ensures data privacy and security with end-to-end encryption and no manual data access.
Supports multi-currency transactions for global business needs.
Empowers users with control over their personal and financial data.

Limitations

No free tier available; only paid subscription plans.
Basic plan limits bank connections to 3 accounts.
No explicit mention of integrations beyond Plaid.

Frequently Asked Questions

Can I export my financial data?
Yes, Fortune allows you to export your transactions for tax purposes, sharing with accountants, or record keeping.
How secure is my financial data with Fortune?
Fortune partners with a global security firm and uses Plaid's battle-tested security standards, including end-to-end encryption and read-only access, to protect your data.
Does Fortune support multiple currencies?
Yes, Fortune supports multi-currency accounts to help businesses manage finances across borders.
Is there an AI assistant available?
Yes, Fortune provides access to a personal AI accountant that is available 24/7 to assist with your accounting needs.
What is the difference between Basic and Standard plans?
The Basic plan supports up to 3 bank connections and core features, while the Standard plan offers unlimited bank connections, AI accountant access, transaction exports, and financial reports.

Getting Started

  1. 1 Step 1: Sign up on the Fortune website to create an account.
  2. 2 Step 2: Connect your bank accounts (up to 3 for Basic plan, unlimited for Standard).
  3. 3 Step 3: Upload invoices, receipts, and documents to start automated bookkeeping.
  4. 4 Step 4: Set up rules and automations to customize transaction categorization.
  5. 5 Step 5: Access instant financial reports and analytics through the dashboard.

Support

Contact Page

Support can be accessed via the contact page on the Fortune website.

Documentation

Documentation and FAQs are available on the website to assist users.

API

Available: No
Documentation:

No API documentation or mention of API availability found.

Rate Limits:

Not available.

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