Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
An application that manages time, costs, and profitability for the CEO of a financially focused agency and their team. Your company should be managed based on numbers and not emotions. Costlocker was originally created by us. We kept an eye on our turnovers, costs, and timesheets but it wasn't enough to know how much we had earned. We needed a tool that would give true financial insight and allow us to make decisions based on numbers and not emotions. You can see the profitability of clients and projects. Find out which types of projects are worth your attention. Find gold mines and fix spending leaks. Track invoicing and predict cash flow. You can easily manage external project costs. Find out if the winning tenders can cover the lost ones. Find out if employees are paid their salary. Integrate with Basecamp, Toggl, and many other programs. Get an in-depth view of your agency's financial situation. Track your budgets and track time to see how your project staff are doing.
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
Integrations
Basecamp
Clerk
Dropbox
Flinks
Google Drive
Microsoft Excel
Plaid
Slack
Stripe
Toggl Track
Integrations
Basecamp
Clerk
Dropbox
Flinks
Google Drive
Microsoft Excel
Plaid
Slack
Stripe
Toggl Track
Pricing Details
$12 per user
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
Costlocker
Founded
2012
Country
Czech Republic
Website
costlocker.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