MoneySoft

What MoneySoft does

MoneySoft, Inc. is a privately held, founder-owned software company established in 1991 and headquartered in Phoenix, Arizona. It develops and sells desktop-based Windows applications for fixed asset management, business valuation, mergers and acquisitions analysis, and financial ratio analysis, targeting CPAs, business appraisers, valuation practitioners, investment bankers and brokers, and small to mid-sized businesses. Core products include Fixed Asset Pro (fixed asset and depreciation management), Business Valuation Specialist (acquired from Thomson Reuters' PPC in 2013 for standards-based privately-held business valuation), DealSense (middle-market M&A pricing, structuring and funding analysis), Benchmark Pro (financial statement analysis with industry benchmarking), and MergerSense (a DealSense module for post-deal consolidation and accretion/dilution analysis released in 2011).

The technology architecture is intentionally on-premise: applications install locally on Windows machines, data is stored on the customer's computer or network drive, and Mac support is provided via Parallels or similar Windows emulators. There is no cloud deployment, no SaaS delivery, and no mobile app; reporting output is editable in Microsoft Word through built-in Report Writer and Flex View Grid components. The platform integrates with third-party industry data products (RMA Annual Statement Studies, Integra Industry Reports, BIZCOMPS, Done Deals, and BVR Dealstats) that customers can import for benchmarking and comparable transaction analysis.

The business model is a direct-to-consumer subscription licensing model with annual billing, single-user and site/network license tiers, optional or required renewals depending on product, 30-day money-back guarantees on main applications, and add-on revenue from third-party data product resale and customized online training services. Sales are conducted exclusively by MoneySoft via phone, online forms, and live chat with no resellers or dealers; pricing is quote-based and not publicly disclosed. With a 1-10 employee headcount, no external funding, and a 30+ year operating history, MoneySoft operates as a bootstrap, lifestyle-scale niche software business.

Name

MoneySoft

Legal name

MoneySoft, Inc.

Website

https://moneysoft.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

MoneySoft, Inc. is a privately held Phoenix-based software firm founded in 1991 that sells Windows desktop applications for fixed asset management, business valuation, M&A analysis, and financial ratio analysis, serving CPAs, valuation practitioners, investment bankers, and small to mid-sized businesses through a direct-to-consumer annual subscription model.

Ownership category

akta.pro rank

Product category

Financial Analysis & Business Valuation Software

NAICS

Software Publishers (5132), Portfolio Management and Investment Advice (523940)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning) (FSAGAJAM)

Keywords

• Fixed asset software
• Business valuation software
• M&A analysis software
• Depreciation accounting software
• Financial ratio analysis

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Supply Chain

Revenue model

1. Software Subscription Licenses: Annual subscription model for all main applications. Single-user licenses and site/network licenses available. Subscriptions include access to technical support and maintenance updates. Renewals are optional for Fixed Asset Pro but required for DealSense and Business Valuation Specialist.
2. Multiple User Licenses: Additional subscriptions at discounted prices for multiple users within the same entity. Each user must obtain a separate subscription license.
3. Third-Party Data Products: RMA Annual Statement Studies, Integra Industry Reports, BIZCOMPS, Done Deals, and Integra 5-Year Industry Data Report sold separately. Must be purchased from MoneySoft to import into applications.
4. Professional Training Services: Customized online training sessions presented by product experts using web meeting technology. Sessions tailored to specific customer needs.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

MoneySoft develops and sells Windows-based desktop software for fixed asset management and depreciation, business valuation, M&A transaction analysis, and financial statement benchmarking. Its core suite — Fixed Asset Pro, Business Valuation Specialist, DealSense, and Benchmark Pro — is licensed on annual subscriptions (single-user, multi-user, and site licenses) and is sold direct to SMBs, CPAs, business appraisers, and M&A intermediaries. The company also resells third-party industry benchmark data (RMA, Integra, BIZCOMPS, Done Deals) and offers custom online training.

Product overview

MoneySoft offers a suite of desktop-based business productivity software products focused on financial analysis, fixed asset management, business valuation, and mergers & acquisitions. The core portfolio includes Fixed Asset Pro (fixed asset management and depreciation), Business Valuation Specialist (privately-held business valuation), DealSense (M&A valuation and deal analysis with its MergerSense consolidation module), and Benchmark Pro (financial ratio analysis). All core products include built-in report writing capabilities at no additional cost. Third-party industry data products (RMA Annual Statement Studies, Integra Industry Reports, BIZCOMPS, Done Deals, and BVR Dealstats) are sold separately and integrate via data import for industry benchmarking and comparable transaction analysis. The products are delivered as Windows desktop applications with local data storage, and support single-user and multi-user/network licensing models.

Differentiator

Problem solved

Functional benefit

Brands

• Fixed Asset Pro: Fixed asset management and depreciation accounting software for SMBs and nonprofit organizations.
• MoneySoft Business Valuation Specialist
• DealSense
• Benchmark Pro
• MergerSense

Products and services

• Fixed Asset Pro Affordable fixed asset management and depreciation software for small and mid-sized organizations and nonprofits. Replaces spreadsheets and legacy databases by organizing fixed asset data, automatically applying depreciation rules (including MACRS) throughout the asset lifecycle, tracking inventory, and generating reports for tax, financial accounting, management, and insurance purposes. Includes two-way data portability in and out of the program.
• Business Valuation Specialist Complete system for valuing privately owned businesses, preparing standards-based business valuations for tax, litigation, and business planning engagements. Designed for CPAs, advisors, business appraisers, and valuation practitioners, with built-in intelligence to sidestep common valuation mistakes and an onboard Report Writer for creating custom reports without additional cost.
• DealSense Comprehensive M&A software system for valuing, pricing, structuring, and funding middle-market transactions. Built for M&A intermediaries, business buyers, and investors; generates Pitchbooks, Market Price Studies, Valuation Reports, Acquisition Funding Proposals, and Business Combination Reports. Includes the MergerSense module for post-deal combination and accretion/dilution analysis.
• Benchmark Pro Financial statement analysis and risk assessment software that automatically calculates ratios and common-size (percentage) financials, identifies strengths and weaknesses via a 5-Minute Diagnostic, and produces editable analytic reports in Microsoft Word. Supports benchmarking against RMA and Integra industry data (purchased separately).
• RMA Annual Statement Studies (third-party data product resold by MoneySoft) Third-party industry benchmark data product (RMA Annual Statement Studies) resold by MoneySoft. Imports industry financial ratios into DealSense, Business Valuation Specialist, and Benchmark Pro for comparison against industry standards. Sold separately and not refundable.
• Integra Industry Reports (third-party data product resold by MoneySoft) Third-party industry data reports (5-Year Industry Data Report and Executive Compensation Report) resold by MoneySoft. Delivered via email file attachment and importable into MoneySoft applications for industry benchmarking. Sold separately.
• BIZCOMPS (third-party data product resold by MoneySoft) Third-party valuation market comparable transactions data product resold by MoneySoft. Imports comps data into MoneySoft applications for comparable deal analysis. Sold separately.
• Done Deals (third-party data product resold by MoneySoft) Third-party valuation market comparable transactions data product resold by MoneySoft. Imports comps data into MoneySoft applications for comparable deal analysis. Sold separately.

Quantifiable outcome

• Replaces spreadsheet and legacy database frustrations with organized fixed asset data management
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

One partnership is on record.

• Thomson Reuters (Tax & Accounting business / PPC)coreTechnology or Integration · 1 July 2013MoneySoft acquired the rights to PPC's Business Valuation Specialist software system from Thomson Reuters Tax & Accounting business on July 1, 2013. This acquisition expanded MoneySoft's product portfolio to include a complete system for business valuation and appraisal of privately held businesses.

Scale indicators2 records

Recent moves5 records

Expansion highlights2 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/moneysoft-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MoneySoft