Neontra

Neontra

TXIO
+
+

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About

Neontra is a made-in-Canada online solution for managing your money. It is similar to YNAB and Mint, but our goal is to become a trusted, next-generation Personal Finance Assistant (PFA) that can guide you toward a brighter, more secure financial future. How we are different: Neontra is forward looking — we predict your behaviour based on historical data, resulting in better goal-based planning and accurate forecasts of your financial future Gain Personalized Insights into your financial life, including our Health Check: a report card on your finances Expense Explorer — a deep-dive into your spending that helps you identify new ways to save Use Neontra How You Want — connect your accounts for automatic updates, or if you prefer a more anonymous experience, import your data from files or by hand. Security and Privacy — we are SOC2 certified, the AICPA’s most stringent criteria for security, confidentiality and privacy. Your data is safe with us.

About

Get personalized, reliable verification with an objective 3rd party. Our dedicated team is highly experienced in managing the entire TPV process – from start to finish. Our robust digital solutions include VoIP phone number ID, geolocation, documentation storage, customizable reports, and more. Automated options offer simpler experiences with less staffing. The system reads out verification questions, to which callers respond with a “yes” or “no.” Data breaches occur often, which makes trusting others with your information challenging. With AnswerNet TPV, that’s never an issue. All our data is securely stored on AWS for the protection of both you and your customers. SOC 2 is a voluntary compliance standard for service organizations developed by the American Institute of CPAs (AICPA), which specifies how organizations should manage customer data. The standard is based on the following Trust Services Criteria: security, availability, processing integrity, confidentiality, and privacy.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Individuals and families that want inexpensive/free online tools to manage their money and finances.

Audience

Companies seeking a solution to manage their reports and operations

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free Beta
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.6 / 5
ease 3.7 / 5
features 4.8 / 5
design 4.2 / 5
support 4.7 / 5

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

Pros & Cons from Real Users

Pros

  • Appreciated that I could manually add my bank accounts. Stunned to realize there is NO WAY to create a transaction. I have to import from a CSV file. This is an AMAZING program with a HUGE flaw. Would like to be able to customize categories.
  • Neontra provides lots of powerful features. Some of them have been implemented ahead of competitors. And they fill the gap between the needs of PFM and what's available out there. It is designed and delivered by people who truly understand the world of finance equipped with smart engineering.
  • Handle all your finances not just cash. Health checks. Goal setting and tracking. Forward looking. Manual and/or automatic import.
  • I used to use Mint but Neontra is better. I like that you can either connect your accounts for automatic transaction import, or manually upload your transactions using files you download from your banking website. The cashflow section is really useful for showing your income vs. expenses over different time periods, and can give a lot of insight as to where you're spending your money.
  • - Very comprehensive and powerful personal finance money management tool - Simplifies expense tracking, budgeting - Can manage all your traditional and non-traditional investments - The Health Check feature is a great snapshot of your entire financial life with some interesting ratios I never considered before - Calendar view with all your spending summed by day, week is a nice simple way to monitor spending - It’s free

Cons

  • Cannot create transactions, or customize categories.
  • At first glance it might be overwhelming since it provides so many features.
  • Can be overwhelming at first. A bit rough around the edges. Only supports automatic imports for US and Canada.
  • The mobile app seems a bit buggy, but I've mostly been using the web app.
  • - It has a lot of features which take some time to learn - Can be a bit overwhelming - Initial setup can be intimidating - No Google or Apple sign in

Training

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

Training

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

Company Information

TXIO
Founded: 2007
Canada
www.txio.ca

Company Information

BSG
answernet.com/answernet-third-party-verification/

Alternatives

Alternatives

Categories

Personal Finance Supported

Categories

Call Center Supported
Call Recording Supported

Call Center Features

Blended Call Center Not Supported
Call Logging Not Supported
Call Recording Supported
Call Scripting Not Supported
Campaign Management Not Supported
Database Not Supported
Escalation Management Not Supported
Inbound Call Center Not Supported
IVR / Voice Recognition Not Supported
Manual Dialer Not Supported
Outbound Call Center Not Supported
Predictive Dialer Not Supported
Progressive Dialer Not Supported
Queue Management Not Supported
Real-time Chat Supported
Reporting/Analytics Supported

Call Recording Features

Archiving Not Supported
Call Sharing Not Supported
Distributed Call Recording Not Supported
Event Triggered Recording Not Supported
File Transfer Not Supported
Instant Retrieval Not Supported
On-Demand Recording Not Supported
Recording Bookmarking Not Supported
Scheduled Recording Not Supported
Screen Activity Recording Not Supported
Video Call Recording Not Supported

Integrations

Flinks Supported
Plaid Supported

Integrations

Flinks Not Supported
Plaid Not Supported
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