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What is Sync?

SyncBudgeting is a comprehensive financial management tool that streamlines budgeting and expense monitoring through its innovative "zero-click budgeting" feature, which securely links to users' bank accounts via Plaid and updates transactions bi-daily. The platform excels at automatically detecting and classifying transactions, including both subscriptions and recurring charges, while empowering users to establish tailored budgets that can be viewed in total or by specific categories. With visual aids such as daily expenditure averages, heatmaps, and projected monthly expenses, users are better equipped to identify their spending habits and adjust their financial behaviors accordingly. For individuals who choose not to connect their bank accounts, SyncBudgeting allows for manual entry of expenses, and users can personalize the platform's appearance with a variety of themes and chart colors. A free version is available, although certain features are restricted after the first week, while opting for the Pro tier grants users unlimited account connections along with enhanced analytical capabilities. This adaptability makes SyncBudgeting appealing to a diverse audience, accommodating both those who are technologically inclined and those who lean towards traditional budgeting practices, ensuring that everyone can find a method that works for them. Ultimately, the platform’s user-centric design and robust features contribute to a more organized and insightful approach to financial management.

What is Copilot?

Take some time to review your recent spending habits, keep an eye on any outstanding refunds, and get ready for your upcoming bills. Our advanced categorization system creates customized rules based on your unique financial behavior. You have the option to set budgets that track any leftover amounts from one month into the next. With detailed monthly summaries, you can gain valuable insights into your income alongside your expenses. You can easily approve smart adjustment recommendations with a simple tap. Our categorization system adapts quickly to your preferences, allowing you to create tailored spending categories and groups. For even the more intricate transactions, you can set up individualized rules. You can also access thorough information about your purchases made on platforms such as Amazon and Venmo, and modify any part of a transaction when necessary. By inputting your property address, Copilot can track the estimated value of your home over time. Monitor your net worth through a unified view of your financial accounts and investments. Copilot’s intelligent monitoring system will alert you when something needs your attention, sending you timely notifications. We prioritize the protection of your personal and financial details with the utmost diligence, treating your data with the same care we expect for our own. As you manage your finances, you can depend on Copilot to offer assistance and advice at every juncture, ensuring you feel supported throughout your financial journey. This way, you can approach your financial future with confidence and clarity.

Media

Media

Integrations Supported

Amazon
Era
Plaid
Venmo

Integrations Supported

Amazon
Era
Plaid
Venmo

API Availability

Has API

API Availability

Has API

Pricing Information

$7 per month
Free Trial Offered?
Free Version

Pricing Information

$8.99 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

Sync

Company Location

United States

Company Website

www.syncbudgeting.com

Company Facts

Organization Name

Copilot Money

Date Founded

2019

Company Location

United States

Company Website

copilot.money/

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

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

Popular Alternatives

Popular Alternatives

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Kudos

Kudos Technologies