EDEEEDEE AI
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Waypoint BudgetWaypoint Budget Inc.
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Related Products
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About
Create custom budget cycles, track rollover amounts, automatically pause campaigns or reduce their spend if budgets are hit, keep track of your KPIs and much more. Automated, up-to-date, budget pacing reporting that saves you time. Set monthly or custom budget cycles for any time period, one-off or repeating. Track rollover amounts and automatically update the next budget cycle. Top level dashboard view of all clients and budgets in both table and graph formats. Drill down into individual budgets to see the campaigns and modify their status and daily budgets. Platform and email notifications help you spot pacing issues early and take steps to correct spend accordingly. We won’t force a certain way of working. Use monthly budgets starting on any given day of the month or create custom repeating cycles with periods based on days, weeks or months.
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About
Waypoint Budget is a personal finance app that helps individuals and couples take control of their money. Connect your US or Canadian bank accounts through Plaid or Flinks for automatic transaction syncing. Set monthly budgets by category and track spending in real time with visual breakdowns. Get personalized savings advice from an AI Money Coach that analyzes your actual spending patterns. Track your net worth across all accounts including registered accounts (RRSP/TFSA and 401k/IRA). Share budgets with your partner through household budgeting. Set financial goals with projected timelines. Includes smart categorization, recurring transaction detection, monthly reports, calendar view, CSV import, and bank-level encryption.
Free tier available.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Digital marketing budget management platform that helps companies create multiple budgets for each account
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Audience
Individuals and couples looking to manage personal finances, track spending, and build savings. Ideal for young professionals, families, and anyone new to budgeting in the US or Canada.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$79 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$7.99
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationEDEE AI
United Kingdom
edee.ai/
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Company InformationWaypoint Budget Inc.
Founded: 2026
Canada
waypointbudget.com
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Categories |
Categories |
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Campaign Management Features
Channel Management
Supported
Contact Database
Not Supported
Email Marketing
Not Supported
Event Triggered Actions
Not Supported
Lead Management
Not Supported
Multi-Campaign
Supported
PPC Features
A/B Testing
Not Supported
Account Alerts
Not Supported
Analytics / ROI Tracking
Not Supported
Bid Management
Not Supported
Budget Management
Supported
Campaign Management
Supported
Conversion Tracking
Not Supported
Google / Bing Ads
Not Supported
Keyword Research Tools
Not Supported
Keyword Tracking
Not Supported
Landing Pages / Web Forms
Not Supported
URL Builder
Not Supported
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Budgeting Features
"What If" Scenarios
Not Supported
Asset Planning
Not Supported
Balance Sheet
Not Supported
Capital Asset Planning
Not Supported
Cash Management
Supported
Consolidation / Roll-Up
Not Supported
Forecasting
Not Supported
General Ledger
Supported
Income Statements
Not Supported
Multi-Company
Not Supported
Multi-Department / Project
Not Supported
Profit / Loss Statement
Not Supported
Project Budgeting
Supported
Run Rate Tracking
Not Supported
Version Control
Not Supported
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Integrations
Clerk
Not Supported
Facebook Ads
Supported
Flinks
Not Supported
Google Ads
Supported
Instagram Ads
Supported
Meta Ads
Supported
Plaid
Not Supported
Stripe
Not Supported
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Integrations
Clerk
Supported
Facebook Ads
Not Supported
Flinks
Supported
Google Ads
Not Supported
Instagram Ads
Not Supported
Meta Ads
Not Supported
Plaid
Supported
Stripe
Supported
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