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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Track rollover amounts, create custom budget cycles, track campaigns, automatically pause campaigns, reduce spend if budgets exceed, keep track your KPIs, and much more. Automated, current, and efficient budget pacing reporting that will save you time. You can set custom budget cycles or monthly budget cycles for any time period, whether it's one-off or repeated. Track rollover amounts to automatically update the next budget cycle. A top-level dashboard view of all clients, budgets in both graph and table formats. You can drill down to individual budgets to view the campaigns and modify their daily budgets. Platform and email notifications can help you spot potential pacing issues and take corrective steps. We won't force you to work in a certain way. You can create repeating cycles based on days, weeks, or months and use monthly budgets to start on any day of the month.

Description

SyncBudgeting is a financial management platform designed for seamless budgeting and expense tracking, featuring "zero-click budgeting" by securely connecting to your bank accounts through Plaid and synchronizing transactions every twelve hours. It automatically identifies and categorizes transactions, including subscriptions and recurring payments, while enabling users to create personalized budgets both overall and by category. The platform provides visual representations of spending, such as daily averages, heatmaps, and estimated monthly totals, which assist users in recognizing spending patterns and modifying their financial habits. For those who prefer not to link their bank accounts, there is an option to manually input expenses, and users can customize the interface with different themes and chart colors. A free tier is offered, though some features become limited after a week, and upgrading to the Pro version unlocks unlimited account connections along with additional advanced analytical tools. This flexibility makes SyncBudgeting suitable for a wide range of users, catering to both the tech-savvy and those who prefer a more traditional approach to financial management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Facebook Ads
Google Ads
Instagram Ads
KeePassium
Meta Ads
Plaid

Integrations

Facebook Ads
Google Ads
Instagram Ads
KeePassium
Meta Ads
Plaid

Pricing Details

$79 per month
Free Trial
Free Version

Pricing Details

$7 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

EDEE AI

Country

United Kingdom

Website

edee.ai/

Vendor Details

Company Name

Sync

Country

United States

Website

www.syncbudgeting.com

Product Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

PPC

A/B Testing
Account Alerts
Analytics / ROI Tracking
Bid Management
Budget Management
Campaign Management
Conversion Tracking
Google / Bing Ads
Keyword Research Tools
Keyword Tracking
Landing Pages / Web Forms
URL Builder

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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