EDEE

EDEE

EDEE AI
Waypoint Budget

Waypoint Budget

Waypoint Budget Inc.
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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.

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.

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

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

Audience

Digital marketing budget management platform that helps companies create multiple budgets for each account

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.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per month
Free Version Not Supported
Free Trial Supported

Pricing

$7.99
Free Version Supported
Free Trial Supported

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:

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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

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

EDEE AI
United Kingdom
edee.ai/

Company Information

Waypoint Budget Inc.
Founded: 2026
Canada
waypointbudget.com

Alternatives

Alternatives

PlugCMO

PlugCMO

Tyke Technologies
Copilot

Copilot

Copilot Money

Categories

PPC Supported

Categories

Budgeting Supported

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

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

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

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
Claim EDEE and update features and information
Claim EDEE and update features and information
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Claim Waypoint Budget and update features and information