Waypoint Budget

Waypoint Budget

Waypoint Budget Inc.
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About

Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a solution to streamline their financial reporting and improve budgeting

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
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

Pricing

No information available.
Free Version
Free Trial

Pricing

$7.99
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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Exopen
Sweden
exopen.io

Company Information

Waypoint Budget Inc.
Founded: 2026
Canada
waypointbudget.com

Alternatives

Alternatives

Talentia CPM

Talentia CPM

Talentia Software
Martus

Martus

Martus Solutions

Categories

Categories

Budgeting Features

"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

Integrations

24SevenOffice
Accelo
ActiveCampaign
Affinity
Close
Coevera
Fortnox
Google Analytics
HubSpot CRM
Insightly
Microsoft 365 Copilot
Microsoft Dynamics 365 Business Central
Microsoft Power BI
QuickBooks Online
SimpleK
Vtiger CRM
Xero
Xledger
Zendesk
Zoho CRM

Integrations

24SevenOffice
Accelo
ActiveCampaign
Affinity
Close
Coevera
Fortnox
Google Analytics
HubSpot CRM
Insightly
Microsoft 365 Copilot
Microsoft Dynamics 365 Business Central
Microsoft Power BI
QuickBooks Online
SimpleK
Vtiger CRM
Xero
Xledger
Zendesk
Zoho CRM
Claim Exopen and update features and information
Claim Exopen and update features and information
Claim Waypoint Budget and update features and information
Claim Waypoint Budget and update features and information