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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

BigHand Budgeting and Forecasting revolutionizes the annual budgeting process for law firms, transforming it from a tedious task into a highly efficient endeavor. By offering robust integration capabilities, it facilitates the effective management of budget-to-actual outcomes in a timely manner. This innovative tool empowers firms to forecast both cash and accrual-based revenue while streamlining all elements of budgeting and variance analysis. With its customizable features, users can securely access detailed transaction information from the firm's foundational GL and AP systems. Furthermore, transaction views can be organized in any preferred manner, whether by specific segments or sorted by various columns, allowing for personalized analysis. Users also have the ability to delve deeper into individual transactions to examine their components, which can include checks, vouchers, and entries from the general ledger, enhancing overall financial oversight. Additionally, this level of detail helps firms make more informed decisions regarding budget adjustments and resource allocation.

Description

Waypoint Budget is a personal finance application designed to empower individuals and couples to manage their financial resources effectively. Users can effortlessly link their bank accounts from the US or Canada via Plaid for seamless transaction synchronization. The app enables users to establish monthly budgets by category and monitor their spending in real-time with visually informative breakdowns. An AI Money Coach offers tailored savings guidance by examining users' spending habits. Moreover, it allows users to track their net worth across all financial accounts, including registered accounts like RRSP/TFSA and 401k/IRA. Couples can collaborate on budgeting by sharing plans, while users can set realistic financial goals with estimated timelines. Additional features include intelligent categorization, detection of recurring transactions, monthly summary reports, a calendar view, CSV file import capability, and bank-grade encryption for security. A free tier is also available for those looking to get started. This app serves as a comprehensive tool for anyone aiming to enhance their financial literacy and achieve their monetary aspirations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aderant Yes 
Clerk No 
Elite 3E Yes 
Flinks No 
Microsoft Excel Yes 
Plaid No 
Stripe No 

Integrations

Aderant No 
Clerk Yes 
Elite 3E No 
Flinks Yes 
Microsoft Excel No 
Plaid Yes 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$7.99
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BigHand

Founded

1995

Country

United Kingdom

Website

www.bighand.com/en-us/our-solutions/budgeting-and-forecasting/

Vendor Details

Company Name

Waypoint Budget Inc.

Founded

2026

Country

Canada

Website

waypointbudget.com

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control No 

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