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What is PerpetualBudget?

This application is an all-encompassing web-based budgeting and integrated spend management tool, enriched with various additional functionalities! Originally designed as a desktop budgeting software for Windows, it has evolved into an advanced cloud solution that efficiently oversees project budgets and expenses. At the heart of this application is the smooth integration of project budgets with purchase order tracking, which guarantees that all expenditures are closely monitored. The illustrative tree structure showcases how Purchase Order objects (PO records) are systematically organized in a hierarchical manner. Financial components ascend from the POs (depicted in green) to Projects (represented in wheat), then to Accounts (shown in blue), and culminate in Budgets (illustrated in grey). This organized financial architecture is crafted by a collaborative team, comprising Admins, Project Managers, and Vendor contacts, who work together to establish an initial budget framework. They engage in real-time collaboration to create new POs, approve expenses, issue purchase orders, and oversee all invoices along with any modifications throughout the lifecycle of the POs, ensuring a smooth financial management experience. By adopting this integrated methodology, teams can significantly improve communication and operational efficiency in their budgeting activities, ultimately leading to more effective project execution.

What is EDEE?

Monitor rollover amounts, establish tailored budgeting cycles, oversee campaigns, and automatically pause them when necessary, while also curbing spending when budgets surpass limits, all while keeping an eye on your key performance indicators and much more. Our system offers automated, real-time, and streamlined budget pacing reports designed to save you valuable time. You have the flexibility to define custom budget cycles or opt for monthly budgets for any duration, whether it's a one-time event or a recurring pattern. By tracking rollover amounts, the next budget cycle will be updated seamlessly. Enjoy a comprehensive dashboard that presents all clients and budgets in both graphical and tabular formats. You can easily delve into specific budgets to examine the associated campaigns and adjust their daily budgets as needed. Notifications via the platform and email will alert you to any potential pacing issues, allowing you to take timely corrective actions. We prioritize your preferences and won't confine you to a rigid workflow; instead, you can establish repeating cycles that cater to days, weeks, or months, and initiate monthly budgets starting on any day of the month, ensuring you have complete control over your financial management. This level of customization empowers you to manage your resources effectively and adapt to changing circumstances.

Media

Media

Integrations Supported

Facebook Ads
Google Ads
Instagram Ads
Meta Ads

Integrations Supported

Facebook Ads
Google Ads
Instagram Ads
Meta Ads

API Availability

Has API

API Availability

Has API

Pricing Information

$1495 one-time payment
Free Trial Offered?
Free Version

Pricing Information

$79 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Spicer-Baer Associates

Date Founded

1998

Company Location

United States

Company Website

spicer-baer.com/cloud-tracking-solutions/

Company Facts

Organization Name

EDEE AI

Company Location

United Kingdom

Company Website

edee.ai/

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Categories and Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

PPC

A/B Testing
Account Alerts
Analytics / ROI Tracking
Bid Management
Budget Management
Campaign Management
Conversion Tracking
Google / Bing Ads
Keyword Research Tools
Keyword Tracking
Landing Pages / Web Forms
URL Builder

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