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Personal Finance · head to head

Banktivity vs Orb

Banktivity logo

Banktivity

Personal Finance

Personal finance for Mac and iOS

From
On request
Rated
-
Full reviewWebsite
Orb logo

Orb

Accounting

Revenue design platform automating usage-based billing and pricing strategy

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Banktivity runs on macOS, iPhone and iPad only, with no Windows, Android or web version; Orb custom pricing model requires sales consultation, no transparent public pricing
  • They diverge on capability: Banktivity covers Account tracking, Orb covers Usage metering.

Where they differ

Only the attributes on which Banktivity and Orb actually diverge.

Attributes where Banktivity and Orb differ
AttributeBanktivityOrb
Pricing modelsubscriptionCustom pricing based on billing volume and events
PlatformsMac, IOSWeb, API
CategoryPersonal FinanceAccounting
Founded2007Unknown

Identical on both: starting price (On request), free tier (No), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Banktivity

  • Account tracking
  • Bill management
  • Investment tracking
  • Budget forecasting
  • Bank accounts
  • Investment accounts
  • Mac support
  • IOS support

Only in Orb

  • Usage metering
  • Automated billing
  • Pricing modeling
  • Revenue recognition
  • Spend controls
  • Pricing calculator
  • NetSuite integration
  • Data warehouse sync

What people use each for

The jobs each tool is most often brought in to do.

Banktivity

  • Personal budgeting and money management on a Macnot Orb
  • Investment and net worth trackingnot Orb
  • Retirement planning projectionsnot Orb
  • Connecting to over 14,000 financial institutionsnot Orb

Orb

  • Implementing usage-based billing for cloud infrastructure providersnot Banktivity
  • Modeling and testing multiple pricing strategies before launchnot Banktivity
  • Automating revenue recognition for financial reportingnot Banktivity
  • Managing complex hybrid pricing (seats plus usage) at scalenot Banktivity
  • Providing customers real-time spend controls and usage visibilitynot Banktivity

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Banktivity

  • Runs on macOS, iPhone and iPad only, with no Windows, Android or web version
  • Pricing is not shown on the product page and sits behind a separate plans page

Orb

  • Custom pricing model requires sales consultation, no transparent public pricing
  • Pricing based on both events and billing volume adds complexity to cost estimation
  • Enterprise-focused positioning may be overkill for simple subscription use cases
  • Requires integration with existing accounting systems for full value
  • Limited information on free tier or trial availability

Pricing, plan by plan

Banktivity

On request
  • Monthly$4.99/month
    • Full feature access
    • Cloud sync
  • Annual$39.99/month
    • All monthly features
    • Discounted rate

Orb

On request
  • Core$undefined/custom
    • Real-time event ingestion (up to 250K+ events/second)
    • Real-time alerting
    • Hybrid and usage-based billing
  • Advanced$undefined/custom
    • All Core features
    • Data warehouse sync
    • Salesforce integration
  • Enterprise$undefined/custom
    • All Advanced features
    • Enterprise-grade SLAs
    • Dedicated support

Which should you pick?

Choose Banktivity if

  • You need account tracking.
  • You work on Mac, IOS.
  • You also want bill management.
Banktivity review

Choose Orb if

  • You need usage metering.
  • You work on Web, API.
  • You also want automated billing.
Orb review

Questions people ask

Is Banktivity or Orb better?
Neither clearly leads. Banktivity starts at On request and Orb at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Banktivity or Orb?
Banktivity starts at On request and Orb at On request.
Does Banktivity or Orb run on more platforms?
Banktivity runs on Mac, IOS. Orb runs on Web, API.
What is Banktivity best used for?
Banktivity is most often used for personal budgeting and money management on a mac, investment and net worth tracking, retirement planning projections, connecting to over 14,000 financial institutions. Of those, personal budgeting and money management on a mac and investment and net worth tracking are not what Orb is typically brought in for.
What can Banktivity do that Orb cannot?
Banktivity covers Account tracking, Bill management, Investment tracking, Budget forecasting. Orb covers Usage metering, Automated billing, Pricing modeling, Revenue recognition.

Answered from the vendors’ own pages

Banktivity: Does Banktivity offer a free trial?

Yes. Banktivity offers a 30-day free trial at any subscription level with no credit card required. This allows you to test the platform before committing.

Source
Orb: How does Orb pricing work?

Orb uses custom pricing based on your billing volume (total value of invoices) and events (raw data records ingested). Specific costs must be discussed with their sales team.

Source
Banktivity: What devices does Banktivity support?

Banktivity is available on Mac, iPhone, and iPad with cross-device sync. Data is encrypted end-to-end across all devices.

Source
Orb: What is the difference between Core, Advanced, and Enterprise plans?

Core includes event ingestion and basic billing automation. Advanced adds data warehouse sync and Salesforce/NetSuite integrations. Enterprise adds SLAs, dedicated support, and mission-critical guarantees.

Source
Banktivity: How many banks does Banktivity connect to?

Banktivity connects to 14,000+ banks, allowing direct connections to most major financial institutions.

Source
Orb: Can Orb handle hybrid pricing models?

Yes. Orb supports hybrid pricing combining seat-based, usage-based, and flat-rate components, making it suitable for complex monetization strategies.

Source
Banktivity: What financial planning tools does Banktivity include?

Banktivity includes budgeting, financial reporting, investment portfolio tracking, retirement planning tools, and net worth tracking across all your accounts.

Source
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