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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Take a moment to analyze your recent expenditures, track any pending refunds, and prepare for upcoming bills. Our innovative categorization system generates personalized rules tailored to your spending habits. You can establish budgets that carry over your remaining balance from one month to the next. Gain insights with comprehensive monthly summaries detailing your income and expenses. Approve intelligent adjustment suggestions with just a tap. Our categorization system quickly learns your preferences. You can also create personalized spending categories and groups. Set up custom rules for even the most complex transactions. Access detailed information about your purchases from platforms like Amazon and Venmo. Adjust any aspect of a transaction as needed. By entering your property address, Copilot will monitor the estimated value of your home. Keep track of your net worth through consolidated views of your financial accounts and investments. Copilot’s smart monitoring system notifies you when something requires your attention, providing helpful alerts. We ensure that your personal and financial information is handled with the utmost care and respect, just as we would want our own data to be treated. As you navigate your finances, you can rely on Copilot for support and guidance every step of the way.

Description

Eliminate your financial burdens, break free from the cycle of living paycheck to paycheck, and achieve financial independence with the help of your personal financial assistant. Say goodbye to cumbersome spreadsheets! With Finmatex, you can effortlessly manage your cash flow, bank, and investment accounts all in a single, convenient platform. Your financial data is always accessible! You’ll gain the ability to monitor every dollar spent by automatically categorizing transactions from your linked accounts or by manually entering your own cash purchases. Looking for additional features? You’re in luck! You can easily split transactions, rename or adjust their categories, make notes, and even attach photos for better tracking. Establishing and adhering to a budget is crucial for attaining financial freedom, but you don’t have to navigate this complex process alone! Finmatex will analyze your income and expenses from the last year and generate a tailored budget that suits your needs. With this tool, taking control of your finances has never been easier or more efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Yes 
Era Yes 
Venmo Yes 

Integrations

Amazon No 
Era No 
Venmo No 

Pricing Details

$8.99 per month
$5.83 per month if billed yearly ($69.99 per year)
Free Trial Yes 
Free Version No 

Pricing Details

$7.99 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Copilot Money

Founded

2019

Country

United States

Website

copilot.money/

Vendor Details

Company Name

Softarex Technologies

Founded

2000

Country

United States

Website

finmatex.com

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Product Features

Alternatives

Alternatives

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Kudos

Kudos Technologies