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Description
Take a moment to analyze your recent expenditures, track any pending refunds, and prepare for upcoming bills. Our innovative categorization system generates personalized rules tailored to your spending habits. You can establish budgets that carry over your remaining balance from one month to the next. Gain insights with comprehensive monthly summaries detailing your income and expenses. Approve intelligent adjustment suggestions with just a tap. Our categorization system quickly learns your preferences. You can also create personalized spending categories and groups. Set up custom rules for even the most complex transactions. Access detailed information about your purchases from platforms like Amazon and Venmo. Adjust any aspect of a transaction as needed. By entering your property address, Copilot will monitor the estimated value of your home. Keep track of your net worth through consolidated views of your financial accounts and investments. Copilot’s smart monitoring system notifies you when something requires your attention, providing helpful alerts. We ensure that your personal and financial information is handled with the utmost care and respect, just as we would want our own data to be treated. As you navigate your finances, you can rely on Copilot for support and guidance every step of the way.
Description
PaySketch is equipped with a variety of valuable features designed to enhance user experience. Centered around PayPal, the application’s structure and functionalities are specifically tailored to facilitate transactions, manage sales, handle payments, oversee products, and cater to customer interactions. It effectively balances comprehensive analytics with the volume of PayPal transactions by presenting key metrics such as peak order times, order frequencies, refund rates, and customer loyalty in a consolidated view. Additionally, it offers dedicated dashboards that provide in-depth insights into transactions, sales history, payment details, and product performance. Each dashboard incorporates a powerful instant search function, enabling users to filter transactions based on date ranges and statuses. Furthermore, trend charts and summary statistics within these dashboards visually represent data organized by years, months, weeks, and days, making analysis straightforward and efficient. This combination of features ensures that users have all necessary information at their fingertips for informed decision-making.
API Access
Has API
API Access
Has API
Pricing Details
$8.99 per month
Free Trial
Free Version
Pricing Details
$4.99 per month
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
Copilot Money
Founded
2019
Country
United States
Website
copilot.money/
Vendor Details
Company Name
PaySketch
Website
www.paysketch.com/features/
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