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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Track rollover amounts, create custom budget cycles, track campaigns, automatically pause campaigns, reduce spend if budgets exceed, keep track your KPIs, and much more. Automated, current, and efficient budget pacing reporting that will save you time. You can set custom budget cycles or monthly budget cycles for any time period, whether it's one-off or repeated. Track rollover amounts to automatically update the next budget cycle. A top-level dashboard view of all clients, budgets in both graph and table formats. You can drill down to individual budgets to view the campaigns and modify their daily budgets. Platform and email notifications can help you spot potential pacing issues and take corrective steps. We won't force you to work in a certain way. You can create repeating cycles based on days, weeks, or months and use monthly budgets to start on any day of the month.

Description

SyncBudgeting is a financial management platform designed for seamless budgeting and expense tracking, featuring "zero-click budgeting" by securely connecting to your bank accounts through Plaid and synchronizing transactions every twelve hours. It automatically identifies and categorizes transactions, including subscriptions and recurring payments, while enabling users to create personalized budgets both overall and by category. The platform provides visual representations of spending, such as daily averages, heatmaps, and estimated monthly totals, which assist users in recognizing spending patterns and modifying their financial habits. For those who prefer not to link their bank accounts, there is an option to manually input expenses, and users can customize the interface with different themes and chart colors. A free tier is offered, though some features become limited after a week, and upgrading to the Pro version unlocks unlimited account connections along with additional advanced analytical tools. This flexibility makes SyncBudgeting suitable for a wide range of users, catering to both the tech-savvy and those who prefer a more traditional approach to financial management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook Ads Yes 
Google Ads Yes 
Instagram Ads Yes 
KeePassium No 
Meta Ads Yes 
Plaid No 

Integrations

Facebook Ads No 
Google Ads No 
Instagram Ads No 
KeePassium Yes 
Meta Ads No 
Plaid Yes 

Pricing Details

$79 per month
Free Trial Yes 
Free Version No 

Pricing Details

$7 per month
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

EDEE AI

Country

United Kingdom

Website

edee.ai/

Vendor Details

Company Name

Sync

Country

United States

Website

www.syncbudgeting.com

Product Features

Campaign Management

Channel Management Yes 
Contact Database No 
Email Marketing No 
Event Triggered Actions No 
Lead Management No 
Multi-Campaign Yes 

PPC

A/B Testing No 
Account Alerts No 
Analytics / ROI Tracking No 
Bid Management No 
Budget Management Yes 
Campaign Management Yes 
Conversion Tracking No 
Google / Bing Ads No 
Keyword Research Tools No 
Keyword Tracking No 
Landing Pages / Web Forms No 
URL Builder No 

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 

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