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What is PocketGuard?

PocketGuard's main objective is to help individuals keep their spending in check, ensuring it stays below their income levels. To facilitate this, we developed the IN MY POCKET feature, which determines the amount available for discretionary spending after accounting for essential expenses, bills, and financial goals. Users have the flexibility to sort their expenses and bills into different categories, enabling a budgeting approach that aligns with their personal financial situations. Furthermore, by examining their spending behaviors, users can pinpoint their largest expenditures and cut back on unnecessary spending, such as that habitual daily coffee purchase that can accumulate to a significant sum over time. The app also allows users to consolidate their financial accounts—covering banks, credit cards, loans, and investments—into a single interface, making it easier to track account balances and overall net worth. Security is a top priority, which is why we do not ask for bank credentials when users first start using the app. They have the option to manually enter their transactions and can link their bank accounts at any time, promoting a user-friendly and adaptable experience. In essence, PocketGuard is crafted to instill financial empowerment in users, equipping them with the tools needed to manage their finances effectively and confidently. This approach not only aids in budgeting but also fosters a greater understanding of their financial landscape.

What is Cashly?

Cashly is an all-in-one application designed for the management of daily expenses, budgeting, and comprehensive financial oversight tailored to the unique landscape of money management in India, encompassing various payment methods such as bank accounts, UPI, credit cards, wallets, and cash transactions. Ensuring user security is paramount, as the app does not require sensitive data, including bank logins, SMS permissions, or card information. Users need only to log their financial transactions, and Cashly will seamlessly adjust all relevant balances: for instance, a card payment increases the outstanding balance, while a UPI transaction reduces the balance of the linked account, and any modifications to past entries will trigger necessary recalculations. The application also adeptly tracks EMIs and loans, offering insights into interest rates and remaining payment durations, in addition to sending timely reminders for upcoming subscriptions and bills, all while keeping a meticulous record of money lent and borrowed, accommodating even those who make partial repayments. Its intuitive dashboard allows users to view trends in income, spending, and savings ratios over any chosen period. Furthermore, Cashly can operate offline and supports real-time synchronization across both mobile and web platforms, complete with a REST API and MCP server that permits AI assistants to record and manage your financial details. Subscription options begin at a modest Rs 49 monthly following a complimentary 7-day trial, positioning Cashly as a practical solution for robust financial management. With Cashly, users can navigate their financial landscape with ease and precision, empowering them to make informed decisions about their money.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Version
Free Trial Offered?

Pricing Information

$0.51
Free Version
Free Trial Offered?

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

PocketGuard

Company Location

United States

Company Website

pocketguard.com

Company Facts

Organization Name

Corenexis

Date Founded

2023

Company Location

India

Company Website

corenexis.com

Categories and Features

Categories and Features

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