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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Introducing a cloud-based budgeting application that complies with GAAP and IFRS standards, designed specifically for enhancing Corporate Performance Management. Say goodbye to traditional spreadsheets that often necessitate complicated formulas and are challenging to share among team members. BudgetEngine provides a comprehensive, user-friendly solution that facilitates teamwork and collaboration throughout the organization. With integrated data templates and helpful wizards, users can easily enter data intuitively. The application efficiently handles all intricate calculations automatically, streamlining the budgeting process. Moreover, it offers customizable role-based access permissions, allowing you to assign Full Edit, Read Only, or No Access rights for each function and budget dataset. The implementation of BudgetEngine typically requires less than one day, and users can quickly become accustomed to the system with minimal or no training needed. This innovative tool transforms the budgeting experience, making it more effective and accessible for everyone involved.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP
Clerk
NetSuite
Plaid
QuickBooks Online
SAP Business One
Sage Intacct
Stripe

Integrations

Acumatica Cloud ERP
Clerk
NetSuite
Plaid
QuickBooks Online
SAP Business One
Sage Intacct
Stripe

Pricing Details

$499 per month
Free Trial
Free Version

Pricing Details

$7.99
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AppComputing

Country

United States

Website

appcomputing.com

Vendor Details

Company Name

Waypoint Budget Inc.

Founded

2026

Country

Canada

Website

waypointbudget.com

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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