What is Invest Plus?

InvestPlus helps you in managing all your accounting, investments and income tax related requirements. It is a personal finance and finance management software. It has different modules like Personal Accounting, Assets Management, Loan Management, Investment Management, Income Tax Preparation, Personal Organizers etc.

Pricing

Invest Plus Starting Price

$ 14/Per Year

Awards
Invest Plus Award

Our Awards and Recognition

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Invest Plus Screenshots

Key Features of Invest Plus

Here are the powerful features that make Invest Plus stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Accounting
  • Accounting Integration
  • Accounting Management
  • Annualised Return (XIRR)
  • Application Development
  • Asset Allocation
  • Audit Management
  • B2B Payment
  • Balance Sheet
  • Banking
  • Banking as a Service (BaaS)
  • Bill & Deposit Reminder
  • Billing & Invoicing
  • Bonds with and without indexation
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation / Roll-Up
  • Consumer Data
  • Currency Management
  • Data Import & Export
  • Debt Collection
  • Embedded Finance
  • Expense Tracking
  • Finance
  • Financial Aid Management
  • Financial Data APIs
  • Financial Management
  • Financial Reporting
  • Financial Services
  • Fintech
  • Fixed assets
  • Historical Valuation
  • Income Statements
  • Investment Management
  • Invoices
  • Leave Management
  • Live Prices
  • Multi-Currency
  • Open Banking
  • Payroll Management
  • Portfolio Management
  • Profit / Loss Statement
  • Project Management
  • PTO Tracking
  • Revenue Recognition
  • Tax Management
  • Wealth Management
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  • 401(k) Tracking
  • Access Controls
  • Account Tracking
  • Accounting
  • Accounting Integration
  • Accounting Management
  • Accounting Practice Management
  • Accounts payable
  • Accounts Receivable
  • Accrual Accounting
  • ACH Check Transactions
  • ACH Payment Processing
  • Activity Tracking
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Agency Management
  • Allocation
  • Analytics
  • Appointment Management
  • Appointment Reminders
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Asset Budgeting
  • Asset Lifecycle Management
  • Asset Management
  • Asset Planning
  • Audit Planning
  • Auto Dealer Accounting
  • AutoEntry
  • Automated Notices
  • Automated Scheduling
  • Automatic Time Capture
  • Background Screening
  • Balance Sheet
  • Bank Reconciliation
  • Banking
  • Banking Integration
  • Barcode Integration
  • Barcoding
  • Barcoding / RFID
  • Benchmarking
  • Benefits Management
  • Billable & Non-Billable Hours
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing and invoicing
  • Billing Management
  • Billing Portal
  • Billing Rate Management
  • Bills of Material
  • Bonds / Stocks
  • Bonus Management
  • Bonus
  • Loan & Advances Management
  • Bookkeeping
  • Budget Tracking/Job Costing
  • Budgeting
  • Budgeting & Forecasting
  • Business Performance Management
  • Business Process Automation
  • Business Rules Management
  • Calendar Management
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Cash Management
  • Change Orders
  • Channel Management
  • Charting
  • Check Printing
  • Check Processing
  • Checks & Controls
  • Church Accounting
  • Client database
  • Client Management
  • Client Portal
  • Client Statements
  • Collaboration
  • Collections
  • Collections Management
  • Commercial
  • Commission management
  • Committee Management
  • Commodity Futures
  • Communication Tracking
  • Compensation Assessment
  • Compensation Calculation
  • Compensation Management
  • Compensation Plan Modeling
  • Compensation Statements
  • Completion Tracking
  • Compliance Management
  • Compliance Reporting
  • Compliance Tracking
  • Conflict Management
  • Connect my bank
  • Consolidation/Roll-Up
  • Construction
  • Construction Accounting
  • Construction Breakdowns
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract Management
  • Contractors
  • Corporate Banking
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Court Management
  • CPA Firms
  • Credit Bureau Reporting
  • Critical Date Alerts
  • CRM
  • Customer DataBase
  • Customer Management
  • Customizable Dashboard
  • Customizable invoices
  • Dashboard
  • Data Exchange Capabilities
  • Data Source Connectors
  • Debit Card Support
  • Depreciation Management
  • Direct Deposit
  • Disposal Management
  • Distribution
  • Distribution Management
  • Docket Management
  • Document Archiving
  • Document Management
  • Document Printing
  • Document Retention
  • Document Templates
  • Donation Management
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Drill Down
  • Due date tracking
  • Dues Management
  • Dunning Management
  • Duplicate Payment Alert
  • eCommerce
  • eCommerce Accounting
  • eCommerce Tools
  • Electronic Signature
  • Email Integration
  • Email Management
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Enterprise Asset Management
  • Equipment Maintenance
  • Equipment Tracking
  • ERP
  • Event Management
  • Expense Management
  • Expense Report
  • Expense Tracking
  • Field Sales Management
  • File Sharing
  • Financial Accounting
  • Financial Management
  • Financial Reporting
  • Financial Reports
  • Fixed Asset Management
  • FMLA Tracking
  • For Private Schools
  • For Real Estate
  • Forecasting
  • Forms Management
  • Fraud detection
  • Fund accounting
  • Fund Management
  • Fundraising Management
  • General Ledger
  • General Ledger Entry
  • Goal Setting / Tracking
  • Government
  • Grant Management
  • Graphs & Charts
  • GST
  • Historical Database
  • Hourly billing
  • Hourly Employee Tracking
  • HR & Payroll
  • HR Management
  • Idea Management
  • Import / Export Management
  • In-House Collections
  • Incentive Programs
  • Incident Reporting
  • Income Statements
  • Intelligence Reporting
  • Interaction Tracking
  • Internal HR
  • International Accounting
  • Inventory Management
  • Inventory Tracking
  • Investment
  • Invoice
  • Invoice Designer
  • Invoice Management
  • Invoice Processing
  • Invoicing
  • Issue Management
  • Item Management
  • Job Costing
  • Job Requisition
  • Job Work
  • Key Performance Indicators
  • Knowledge Base Management
  • Late Fee Calculation
  • Law Firms
  • Legal Case Management
  • Listing Management
  • Logistics Management
  • Loyalty Program
  • Mail Order
  • Maintenance Management
  • Manufacturing
  • Marketing Management
  • Material Management
  • Material Workflow
  • Member Database
  • Membership Management
  • MIS Reporting Capabilities
  • MIS Reports
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Support
  • Mobile Time Tracking
  • Modeling & Simulation
  • Multi Currency
  • Multi Location
  • Multi-Branch Connectivity
  • Multi-Company
  • Multi-Country
  • Multi-Department/Project
  • Multi-Office
  • Multi-State
  • Multi-Store Management
  • Multiple Billing Rates
  • Multiuser Login & Role-based access control
  • Nonprofits
  • Onboarding
  • Online Banking Integration
  • Online Booking
  • Online document storage (back-up)
  • Online invoicing
  • Online Payment Processing
  • Online payments
  • Online Punch Card
  • Opportunity Management
  • Optical Character Recognition
  • Order Fulfillment
  • Order Management
  • Outstanding
  • Overpayment Processing
  • Overrun Projections
  • Overrun Reporting
  • Overtime Calculation
  • Owner Portal
  • Partial Payments
  • Partnership Accounting
  • Payment Gateway Integration
  • Payment Handling
  • Payment Management
  • Payment Plans
  • Payment Processing
  • Payment Tracking
  • Payroll
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Appraisal
  • Performance Metrics
  • Portfolio Management
  • POS invoicing
  • POS Transactions
  • Predictive Analytics
  • Procurement
  • Procurement Management
  • Product Database
  • Production Cost Tracking
  • Production Management
  • Profit/Loss Statement
  • Project Accounting
  • Project billing
  • Project Management
  • Project Tracking
  • Property Management
  • Purchase Order Management
  • Purchase Orders
  • Purchasing
  • Qualitative Analysis
  • Quantitative Analysis
  • Quotation & Estimates
  • Rate Management
  • Receipt Management
  • Receipt Printing
  • Receipt Upload
  • Reconciliation
  • Records Management
  • Recruiting Firms
  • Recurring Billing
  • Recurring invoice
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Document Access
  • Rent Tracking
  • Reorder Management
  • Report Export
  • Reporting
  • Reporting/Analytics
  • Residential
  • Residential Leases
  • Residential Properties
  • Resource Management
  • Retainer Billing
  • Returns Management
  • Revenue Management
  • Revenue Recognition
  • RFI & Submittals
  • Risk Assessment
  • Risk Management
  • Roadmapping
  • Rules-Based Scheduling
  • Salaried Employee Tracking
  • Salary Planning
  • Sales Forecasting
  • Sales Tax Management
  • Scenario Planning
  • Scheme Management
  • School Accounting
  • Scorecards
  • Self Assessment
  • Self Service Portal
  • Serial Number Tracking
  • Service Request Management
  • Service Tax
  • Shipping Management
  • Short / Long Term Rental
  • Signature Capture
  • SKU / UPC codes
  • SOAP Notes
  • Spend Control
  • Spend Management
  • Staff Calendar
  • Staff Management
  • Status Tracking
  • Statutory Capabilities
  • Stock Management
  • Strategic Planning
  • Subcontractor Management
  • Supplier and Purchase Order Management
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Tax
  • Tax Calculator
  • Tax Management
  • Taxation Management
  • TDS
  • TDS / TCS
  • Templates
  • Territory Management
  • Ticket/Issue Tracking
  • Time and Expense
  • Time Tracking
  • Timesheet Management
  • Tip Distribution
  • Trading Excise Registers
  • Transaction management
  • Transaction Review
  • Trust Accounting
  • Utility Billing
  • Variable Workforce
  • Vat
  • VAT / CST / GST Reports
  • Vendor Management
  • Version Control
  • Volunteer Management
  • W-2/1099 Preparation
  • Wage Garnishment
  • Warehouse Management
  • What If Scenarios
  • Work order management
  • Workflow Configuration
  • Workflow Management
  • Workstation Tracking
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  • Asset Management
  • Audit Trail
  • Balance Sheet
  • Bank Reconciliation
  • Bill & Deposit Reminder
  • Billing & Invoicing
  • Bookkeeping
  • Budgeting & Forecasting
  • Business intelligence (BI)
  • Cash Management
  • EMI Calculator
  • Expense Tracking
  • Financial Management
  • General Ledger
  • Import & Export Data
  • Income Statements
  • Invoices
  • Loan Management
  • Multi Company
  • Multi-Currency
  • Profit & Loss Statement
  • Purchase Orders
  • Real Time Reporting
  • Reconcile Statements
  • Sales Orders
  • Timesheets
  • Track Account
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  • Application Sharing
  • Applications Management
  • Budget Management
  • Capacity Management
  • Client Management
  • Collaboration
  • Compliance Management
  • Contact Management
  • Dashboard
  • Data warehousing
  • For Investment Advisors
  • For Traders
  • Gantt Charts
  • Investor Accounting
  • Investor Reporting
  • Issue Management
  • Issue Tracking
  • IT / Software Projects
  • Milestone Tracking
  • Multiple Projects
  • Online Activation
  • Order Management
  • P&L Calculation
  • Partnership Accounting
  • Percent-Complete Tracking
  • Performance Analysis
  • Planning Tools
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Rebalancing
  • Project Comparison
  • Project Planning
  • Project Templates
  • Project Tracking
  • Projections
  • Real Time Comparisons
  • Requirements Management
  • Resource Allocation
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Technical Analysis
  • Time & Expense Tracking
  • Time Tracking by Project
  • Timesheets
  • To-Do List
Show More

Invest Plus Pricing

Here are the pricing plans for Invest Plus. Choose the plan that best fits your requirements and budget. Get Detailed Invest Plus pricing as per your requirements.

INVEST PLUS
$ 14
Per Year
  • Upload broker bill & statements for entry less financial management
  • Loan and Asset management
  • FD + Policy + Insurance
  • Stock market and Mutual Fund
  • Full Cycle Bookkeeping
  • Financial Statement Preparation
  • Journal & Ledgers
  • Bank Reconciliation
  • Organise Personal Information and Scheduling
  • Budget & Financial analysis
  • FD, Bond and Insurance
  • Investment Plan (SIP)
  • Monthly Scrip wise Purchase Sale Report
  • Short / Long Gain Report
  • Speculation Report
  • Manage Loan Instalment with calculation & reminders
  • Personal Accounting
Get Pricing

Invest Plus Specifications

Get a closer look at the technical specifications and system requirements for Invest Plus. Find out if it's compatible with your operating system and other software.

Deployment :
On Premises
Subscription Plan :
Yearly
Accessibility :
API
Customization
Desktop Platforms :
Windows
Language Support :
English
Business :
Freelancers
StartUps
SMBs
Agencies
Available Support :
Email
Company Details :
Company Name : Ideas Infotech
Headquarter : Ahmedabad
Website : Visit Website

Invest Plus Comparisons

Compare Invest Plus with other similar options available in Finance Management Software. Explore the key differences to see why it's the top choice for businesses and individuals.

Invest Plus Description

Here's the comprehensive description of Invest Plus. Gain a brief understanding of its unique features and exceptional benefits.

InvestPlus is almost entry less Software. All you need to do is insert the basic details, feed in the relevant information and your financial record is just one click away. You can import all your Stock market data Broker bills, Bank statements, Mutual fund data in just one click. It supports 300+ Stock market Brokers, 30+ banks and other formats. You CANNOT Get This Easy, Powerful Technology Anywhere Else for such an unbelievable price!

Why InvestPlus?

  1. Manage your Portfolio and Assets efficiently
  2. Simplified Personal Accounting with single click
  3. Personal, Multiple & Family Financial management
  4. Manage Loan & other liabilities effortlessly
  5. Get 300+ Customized detailed reports on the go
  6. Online rate updated balances with Zooming facility from Final Account Statements to Voucher Entry level with Edit/Delete facility.
  7. Safe and secured data record with editing facility

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Overall Invest Plus Reviews

Thinking about using Invest Plus? Check out verified user reviews & ratings based on Invest Plus's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4/5

Based on 2 Reviews

Write a Review Or
Ask a question
Feature Feature 4.5

Feature

Out of 5

Ease of use Ease of use 4.5

Ease of use

Out of 5

Value for money Value for money 4.5

Value for money

Out of 5

Customer support Customer support 4.5

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 90%

Likelihood to recommend

Out of 100%

Invest Plus Pros and Cons

"Its Easiness to operate and feature rich dashboard further it takes care of all accounting needs"

"one word answer is none but due to limitation of words have to extend the none into words."

2 Invest Plus Reviews

Hear directly from customers who have used Invest Plus. Read their experiences, feedback, and ratings to gain valuable insights into how this software has benefited their businesses.

Chandepati

Owner

Used the software for : Less than 6 months (Daily)

Company Size :1-10 employees

Verified By : google

4.0

Jul 31, 2023

Best Software to track your Accounts and investment at one place

Before using Investplus, I have to maintain Excel sheets to know the exact updates about my finance and investments, and I spend a lot of time updating Excel sheets. Then I learned about invest plus through softwaresuggest.com, and it's like having a personal munim always with me with all the updated bhaikhaate.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Invest Plus After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Invest Plus?

Its Easiness to operate and feature rich dashboard further it takes care of all accounting needs

What do you dislike about Invest Plus?

one word answer is none but due to limitation of words have to extend the none into words.

What features is Invest Plus currently missing?

doesnt think so

Avinash

Used the software for : 2+ years

Company Size :51-200 employee

Verified By : facebook

4.0

Sep 29, 2020

it is really excellent

I like in This software it is very useful for accounting and billing purpose and also for tax requirements. Such a very good partner for our account. Dear friends I at least tell u that this product is rwaly very useful to every person who have business is related with account.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

Alternatives of Invest Plus

Explore alternative software options that can fulfill similar requirements as Invest Plus. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Invest Plus FAQs

How much does Invest Plus cost?

The starting price of Invest Plus is ₹ 999/Per Year. It has different pricing plans:

  1. INVEST PLUS : ₹ 999/Per Year

Invest Plus also provides a free trial to users.

What are the top 5 features for Invest Plus?

The top 5 features for Invest Plus are:

  • Accounting
  • Asset Management
  • Banking Integration
  • Budgeting
  • Expense Management

What type of customer support is available from Invest Plus?

The available support which Invest Plus provides is:

  • Email
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