Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
XLReporting allows you to create reports, budgets and forecasts online.
You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users.
You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times.
You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database.
- Create your own business structure
- Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel.
Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard.
Connect to your source. Automated consolidation Take confident decisions
API Access
Has API
API Access
Has API
Integrations
AFAS Software
Box
Clerk
DEAR Inventory
Dropbox
Exact voor Handel
Flinks
FreshBooks
Google Drive
MYOB
Integrations
AFAS Software
Box
Clerk
DEAR Inventory
Dropbox
Exact voor Handel
Flinks
FreshBooks
Google Drive
MYOB
Pricing Details
$7.99
Free Trial
Free Version
Pricing Details
€500/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
Waypoint Budget Inc.
Founded
2026
Country
Canada
Website
waypointbudget.com
Vendor Details
Company Name
XLReporting
Founded
2002
Country
Netherlands
Website
www.xlreporting.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
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards