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About

Take charge with Balance Pro's powerful features. Connect banks for automatic syncing or use the digital register for manual control. Track spending across multiple accounts - checking, savings, credit cards, and investments. Set custom budgets and goals with intuitive progress tracking. Never miss bills with comprehensive payment reminders. Scan receipts with your camera for instant transaction attachment. Gain insights through detailed spending reports and cash flow analysis. Create custom categories to organize your way. Switch between currencies for global money management. Export data to CSV for spreadsheet analysis. Get help from Fin, your AI financial assistant. Find transactions instantly with powerful search. Enjoy bank-level security while accessing your finances on any device - iOS, Android, and web. Start free and upgrade for premium features. Balance Pro: where clarity meets simplicity in your financial journey.

About

Plootus is an AI-powered financial planning platform that helps users manage their finances and optimize retirement accounts such as 401(k), 403(b), 457, and TSP plans. The platform provides tools to track financial accounts, analyze spending, and receive personalized investment insights designed to reduce hidden fees and improve long-term retirement outcomes. By linking multiple bank, credit card, and investment accounts into one dashboard, Plootus gives users a complete view of their financial health while helping them make smarter decisions about saving and retirement planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for a digital checkbook register and bill tracker solution to easily manage your money and track their spending

Audience

Individuals, employees with employer-sponsored retirement plans, investors, and households looking for tools to track finances, reduce investment fees, and plan more effectively for retirement

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$3.99 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Completely free to use All-in-one platform User-friendly experience Personalized guidance Strong partner ecosystem Focus on retirement readiness

Cons

  • Have not had any issues with it yet to point out.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Balance Pro
Founded: 2014
United States
www.balancepro.app

Company Information

Plootus
Founded: 2017
United States
www.plootus.com

Alternatives

Alternatives

Finmatex

Finmatex

Softarex Technologies
MoneyLine

MoneyLine

NCH Software

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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