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Momenteo

Momenteo

Overview

What is Momenteo?

Momenteo is an invoicing and accounting software designed for freelancers, self-employed individuals, and small businesses. According to the vendor, Momenteo offers a range of features that can help professionals in various fields, such as designers, writers, consultants, photographers, coaches, tutors,...

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Recent Reviews

TrustRadius Insights

Users of Momenteo have found the software to be incredibly helpful for managing expenses and maintaining client information. With features …
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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Momenteo?

Momenteo is an invoicing and accounting software designed for freelancers, self-employed individuals, and small businesses. According to the vendor, Momenteo offers a range of features that can help professionals in various fields, such as designers, writers, consultants, photographers, coaches, tutors, and small businesses across industries like retail, services, and hospitality. The software allows users to create and send professional invoices, customize them with their branding, track invoice status, and receive online payments through Stripe or PayPal.

Additionally, Momenteo provides tools to manage and organize client information, including contact details and notes, view client history and communication, and easily search and filter clients. The calendar-based interface allows users to efficiently manage work activities, add work done, expenses, and travels, and gain an overview of their week or month.

According to the vendor, Momenteo also offers features to track mileage for client visits or business trips, bill it to clients or record it as expenses, and keep a record of travel expenses for tax purposes. Users can create professional estimates for clients, convert them into invoices with a single click, track estimate status, and customize them with their branding.

The software enables users to generate insightful reports on their finances, providing an overview of income, expenses, and profit. Users can analyze their financial data to make informed decisions and export reports for further analysis or sharing. Additionally, Momenteo allows users to track and categorize business expenses, record expenses directly in the calendar or manually add them, attach receipts and notes for easy reference, and maintain a clear record of business expenses.

Lastly, Momenteo offers time tracking functionality, allowing users to easily track and record time spent on projects. According to the vendor, this feature enables accurate billing for time worked, analysis of time allocation across different projects or clients, and potential improvements in productivity.

Momenteo Features

  • Supported: Budgeting/Forecasting
  • Supported: Financial Reporting
  • Supported: Multi-Currency
  • Supported: Billing & Invoicing
  • Supported: Accounts Receivable
  • Supported: Expense Tracking
  • Supported: Tax Management
  • Supported: General Ledger
  • Supported: Accounts Payable
  • Supported: Transaction Management
  • Supported: Quotes/Estimates
  • Supported: Template Management

Momenteo Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Android, iPhone, iPad
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users of Momenteo have found the software to be incredibly helpful for managing expenses and maintaining client information. With features like expense tracking and the ability to create a personal database for client details, Momenteo provides an all-in-one solution for businesses. The software's free trial option allows users to try it out before committing to a subscription, and the ability to receive online payments has been a particularly beneficial feature. Users appreciate being able to organize their data digitally, eliminating the need for separate applications for reporting and payment processing. Additionally, Momenteo's historic data insights make it easier for users to manage travel, invoicing, and expenses in one place. This comprehensive approach has proven especially useful for enterprises looking to effectively track tasks and expenses together. Momenteo not only helps users stay organized but also enables them to generate comprehensive reports and prepare proposals with ease. Whether it's tracking daily transactions or managing client information, Momenteo offers a valuable toolset for businesses of all sizes.

Mobile-supported app: Users have appreciated that Momenteo is a mobile-supported app, allowing them to manage their finances and tasks on the go without needing a laptop.

Easy to use interface: Reviewers have found Momenteo extremely user-friendly with its intuitive interface, making it easy for users without programming knowledge to navigate through the software effortlessly.

Cost-effective solution: Some users have highlighted that the basic version of Momenteo is free, offering a cost-effective solution for day-to-day financial management needs.

Challenging to Use: Some users have found Momenteo to be technically complex and challenging to work with, requiring a good understanding of graph presentation.

Expensive Subscription Cost: Several reviewers have expressed that the subscription cost of Momenteo is considered expensive, particularly for smaller firms.

Limited Customization Options: Users have mentioned that the software lacks customization options, which limits their ability to tailor it to their specific needs.

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