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Average Ratings 0 Ratings
Description
Elevate your business operations by implementing automation for your budgeting and expense management with TrulySmall Expenses. This tool will enable you to monitor your expenditures effectively, potentially increase your tax refund, and facilitate more informed financial decisions. If you haven't yet established a separate bank account for your business, rest assured, we can assist you with that as well. By keeping your personal and business expenses distinct and organized, you can transition between the two accounts seamlessly. Gain insights into your leading expense categories, monthly financial plans, and spending patterns, allowing you to pinpoint where your money flows and identify areas for cost reduction. With TrulySmall Expenses, tracking your finances becomes straightforward; you can effortlessly integrate any expenses into your invoices. Thanks to our OCR technology, simply take a picture of your receipts, and we will automatically extract and input the details as transactions, ensuring you spend less time on paperwork and more time on growing your business. Stay in control of your financial journey and unlock the potential for smarter spending choices with our innovative solution.
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
Clerk
Flinks
Plaid
Stripe
TrulySmall Accounting
TrulySmall Invoices
Integrations
Clerk
Flinks
Plaid
Stripe
TrulySmall Accounting
TrulySmall Invoices
Pricing Details
$8.99 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
TrulySmall
Country
Canada
Website
trulysmall.com/trulysmall-expenses/
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
Expense Report
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
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