Buxfer
Manage not only your own expenses, but a group's (like your slacker roommates) when you sync Buxfer with your bank or import statements or financial data files. You'll be able to generate reports on who owes what; there's even an IOU view. Pay for the Plus or Pro accounts to get access to unlimited accounts, make unlimited budgets, and create all the bill reminders your checking account can stomach. Our infrastructure is compliant with industry standards such as PCI and SOC3. High-grade 256-bit encryption is used to store sensitive information, and secure communication with your computer to prevent a third party from eavesdropping. Independent, reputed security firms conduct rigorous daily scans, comprising dynamic port scanning, network vulnerability testing, and web application vulnerability testing.
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OnPlan
OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets.
The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax.
It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations.
And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries.
Give your budgeting spreadsheets superpowers with OnPlan.
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Albert
Albert is an all-in-one financial app designed to simplify personal finance management by integrating budgeting, saving, spending, and investing features into a single platform. The app automatically creates custom budgets, tracks spending, monitors bills, and identifies savings opportunities. Albert offers banking services, including cash back on spending, early paycheck access, and fee-free ATMs, through its partnership with Sutton Bank, Member FDIC. The app also provides automated saving tools, personalized investment options in stocks and ETFs, and 24/7 identity protection with features like dark web monitoring and credit report alerts. Additionally, users have access to a team of finance experts for personalized advice, making Albert a comprehensive solution for managing finances efficiently.
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Copilot
Review your recent spending, check on that refund, and see what bills are coming up. Our data-driven categorization engine creates custom rules to fit your spending. Set budgets to carry your remaining balance from one month to the next. Get a high-level overview with monthly summaries of your income and expenses. Tap to approve smart adjustment suggestions. Our categorization engine is a quick study. Create your own spending categories and groups. Define custom rules for the trickiest transactions. See transaction details from Amazon and Venmo. Make adjustments to any part of a transaction. Enter your property address and Copilot will track your home’s estimated value. Keep tabs on your net worth with consolidated views of your accounts and investments. Copilot’s smart monitoring lets you know when something needs your attention with alerts that help you. We treat your personal and financial data like we’d want ours to be treated.
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