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Average Ratings 9 Ratings

Total
ease
features
design
support

Description

Ditch Excel and instead visualize, oversee, and manage your cash flow effortlessly by simply categorizing it as money coming in, money going out, and what remains as your savings. You can project the future status of your assets and liabilities, observing how your net worth shifts over time in response to changes in the real estate market, financial trends, and inflation rates. Additionally, you can explore different investment strategies and assess how your plan might perform under numerous potential future scenarios, ranging from economic downturns to surges in inflation, as well as changes in job security and income stability. By doing so, you empower yourself to make informed financial decisions amidst uncertainty.

Description

Neontra, a Canadian-made online money management solution, is the best way to manage your finances. It is similar to YNAB or Mint, but we aim to become a trusted next-generation Personal Financial Assistant (PFA), which can guide you towards a brighter and more secure financial future. What makes us different? Neontra is a forward-looking system. We predict your behavior based on past data, which allows for better goal-based financial planning and accurate forecasts. Get Personalized Insights Into Your Financial Life, including Our Health Check: A Report Card on Your Finances Expense Explorer - a deep dive into your spending to help you find new ways to save Use Neontra How You Like -- Connect your accounts to receive automatic updates or, if you prefer an anonymous experience, import data manually or from files. We are SOC2 Certified, which is the most stringent AICPA criteria for security, privacy and confidentiality. We keep your data safe.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Flinks No 
Plaid No 
RagaAI Yes 

Integrations

Flinks Yes 
Plaid Yes 
RagaAI No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free Beta
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 No 

Customer Support

Business Hours No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Flow

Website

www.planwithflow.com

Vendor Details

Company Name

TXIO

Founded

2007

Country

Canada

Website

www.txio.ca

Product Features

Product Features

Alternatives

Alternatives