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Average Ratings 0 Ratings

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Description

Consolidate all your financial accounts in one convenient location, allowing you to monitor your balances instantly, understand your spending patterns, and receive intelligent insights on savings potential for both individuals and families. Expand your financial oversight by managing joint accounts, checking accounts, credit cards, investments, ISAs, savings, and more—all within a single comprehensive money dashboard. Gain a thorough categorized analysis of your income, expenses, and investments, ensuring you stay ahead of unexpected subscriptions. Enhance your financial habits with AI-driven alerts that inform you about changes in your spending and optimal times to save additional funds. Whether you're planning for a new baby, welcoming a pet, or purchasing a home with your partner, rest easy knowing your finances are optimized for you and your family’s needs. For far too long, effective money management tools have been predominantly available to the affluent. That’s why we created Lumio, with the conviction that personalized financial strategies should be accessible to everyone, no matter their financial situation. By providing these resources, we empower individuals from all walks of life to achieve their financial goals.

Description

At PocketSmith, our team is a vibrant mix of individuals, each with unique perspectives on finances and varying aspirations. This diversity inspired us to create a highly customizable personal finance application that stands apart from the rest. Unlike many money management tools that impose rigid systems, we believe in flexibility and personal choice. Our goal is to empower you to concentrate on your priorities by providing accounting software that is intricately designed to meet your specific needs. You can easily select and combine the features that suit you best, allowing you to craft a personalized solution. As your life evolves, PocketSmith is designed to adapt alongside you. Our profound insight into customer needs enables us to offer a rich, lasting experience that remains relevant over time. We prioritize responsiveness and are dedicated to helping you gain control over your finances. If you ever need assistance or wish to explore more options, we encourage you to reach out. Unlike some free budgeting apps that treat users as products, we remain committed to serving you without compromise.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$4.80 per month
Free Trial
Free Version

Pricing Details

Free
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

Lumio

Founded

2017

Country

United Kingdom

Website

www.lumio-app.com

Vendor Details

Company Name

PocketSmith

Founded

2008

Country

New Zealand

Website

www.pocketsmith.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

Alternatives

Alternatives

MoneyLine Reviews

MoneyLine

NCH Software