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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Edstruments is a financial management platform designed to present budgetary and HR data in a clear, timely, and actionable manner for leaders in various sectors. Tailored for K–12 schools, higher education institutions, nonprofits, government entities, accounting firms, and other organizations with missions, it effectively replaces outdated spreadsheets, static reports, emailed documents, and separate staffing files with user-friendly cloud-based tools. The Real-Time Budget Management feature employs dynamic visualizations, straightforward search and filtering options, adaptable permissions, and seamless ERP integration to assist leaders in monitoring their income and expenditures, adjusting forecasts, managing fund allocations and restrictions, and ensuring that spending aligns with the organization’s objectives. Additionally, the Collaborative Budget Planning function enables stakeholders to offer specific feedback, utilize historical data from previous years, evaluate different scenarios, consolidate budgets across various cost centers, and delve into individual plans without facing version-control challenges. This innovative approach not only enhances financial oversight but also fosters a culture of collaboration and transparency among all participants.

Description

Waypoint Budget is a personal finance application designed to empower individuals and couples to manage their financial resources effectively. Users can effortlessly link their bank accounts from the US or Canada via Plaid for seamless transaction synchronization. The app enables users to establish monthly budgets by category and monitor their spending in real-time with visually informative breakdowns. An AI Money Coach offers tailored savings guidance by examining users' spending habits. Moreover, it allows users to track their net worth across all financial accounts, including registered accounts like RRSP/TFSA and 401k/IRA. Couples can collaborate on budgeting by sharing plans, while users can set realistic financial goals with estimated timelines. Additional features include intelligent categorization, detection of recurring transactions, monthly summary reports, a calendar view, CSV file import capability, and bank-grade encryption for security. A free tier is also available for those looking to get started. This app serves as a comprehensive tool for anyone aiming to enhance their financial literacy and achieve their monetary aspirations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccuFund Yes 
Ascender Yes 
Blackbaud Financial Edge NXT Yes 
Clerk No 
Flinks No 
LINQ Yes 
Multiview ERP Yes 
NetSuite Yes 
Plaid No 
QuickBooks Online Yes 
Sage 100 Yes 
Stripe No 
Tyler Content Manager Yes 

Integrations

AccuFund No 
Ascender No 
Blackbaud Financial Edge NXT No 
Clerk Yes 
Flinks Yes 
LINQ No 
Multiview ERP No 
NetSuite No 
Plaid Yes 
QuickBooks Online No 
Sage 100 No 
Stripe Yes 
Tyler Content Manager No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$7.99
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

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

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
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) No 
In Person No 

Vendor Details

Company Name

Edstruments

Founded

2019

Country

United States

Website

www.edstruments.com

Vendor Details

Company Name

Waypoint Budget Inc.

Founded

2026

Country

Canada

Website

waypointbudget.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 

Purchasing

Catalog Management No 
Compliance Management No 
Contract Management No 
Inventory Management No 
Invoice Processing No 
PunchOut No 
Purchase Order Management No 
Requisitions & Approvals No 
Sourcing Management No 
Spend Management No 
Supplier Management No 

Product Features

Budgeting

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

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