Finology Software
From $89/user/moActively maintained
≈ 179visits/mo
Use not read yet · estimate, read Oct 13, 2026
- For
- Financial advisors, CFPs, CSLPs, CCFCs and RIAs adding student loan planning to their practice
- Price
- From $89/user/mopricing page, read Oct 18, 2026
- Activity
- Actively maintainedsite updated 6 days ago
- Company
- Finology LLC · since 2022site footer · per Wikidata
- Runs as
- API
- Used for
- Import a client's NSLDS file to list every federal loan
- Compare repayment plans side by side for a client
- Track PSLF qualifying payments toward forgiveness
- Used more than 66% of the 752 tools on its shelfINITE Atlas →
- On the web since 2022, older than 79% of its shelfINITE Atlas
- Has an MCP server (2 in the registry)public registry →
- Publishes llms.txt, a file written for AI assistantsfinology.tech ↗
From $89/user/mo
- Founded2022per Wikidata
- Domain since2020domain registered
- HeadquartersBoiseper Wikidata
- Industryfintechper Wikidata
- Run byFinology LLCsite footer ↗
- Privacy policy updated2026-06-15privacy policy ↗
These are Finology Software's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
- MCP servertech.finology/student-loanverified in the MCP registry
- Stateanswers, requires sign-inchecked 2026-10-18
- Address to connectmcp.finology.tech/free
- OpenAPI spec15 pathsthe spec ↗
- API docsfinology.tech/developersthe vendor's page ↗
- MCP docsfinology.tech/developersthe vendor's page ↗
This card as JSON, for your agent →
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
Figure and bar: visits/mo, estimate · year: online since
- #1
Optiml
Models Canadian retirement scenarios to optimize tax efficiency and withdrawal strategies.
128ActiveFrom ≈ $70/yr2022 - #2
BiddeedMCP · sign-in
Reads Florida foreclosure and tax deed auction calendars and pulls parcel records, comparables and zoning into a pre-bid property report.
4ActiveFrom $25 once - #3
LongbridgeMCP · sign-in
Brokerage app for trading US and Hong Kong stocks, ETFs and options, with live quotes, news, research and a portfolio assistant.
193kActive2019 - #4
Agent Mode by Receiptor AI
Captures receipts and invoices from email and messaging, extracts data, and files them into accounting software.
160kActiveFrom $29/mo2023 - #5
RockFlow
AI assistant that executes trades, manages portfolios, and analyzes market data for retail investors.
66kActiveFree2021 - #6
TaxGPT (AI Tax Co-Pilot)
Answers tax questions with cited sources, drafts memos, and analyzes tax documents for accountants and tax professionals.
45.1kActiveContact sales
Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use Finology Software for?
Sign in to leave a noteWhat is Finology Software?
Parses a borrower's federal loan history file and models repayment plans, forgiveness timing and tax for financial advisors. It is listed in the Atlas under Finance and made by Finology LLC.
Who is Finology Software for?
Financial advisors, CFPs, CSLPs, CCFCs and RIAs adding student loan planning to their practice
How much does Finology Software cost?
Paid plans start at $89/user/mo, per Finology Software's pricing page on 2026-10-18.
Is Finology Software free?
No. Its pricing page showed no free plan on 2026-10-18.
Is Finology Software still maintained?
Actively maintained: site updated 6 days ago.
Who owns Finology Software?
Finology Software is run by Finology LLC, per its site footer (2026-10-18).
What are alternatives to Finology Software?
In Finance, by use: Optiml, Biddeed, Longbridge, Agent Mode by Receiptor AI, RockFlow, TaxGPT (AI Tax Co-Pilot).
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
- Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
- The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.
How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.
How we read every tool → · By INITE Atlas Desk