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Description
Eliminate your financial burdens, break free from the cycle of living paycheck to paycheck, and achieve financial independence with the help of your personal financial assistant. Say goodbye to cumbersome spreadsheets! With Finmatex, you can effortlessly manage your cash flow, bank, and investment accounts all in a single, convenient platform. Your financial data is always accessible! You’ll gain the ability to monitor every dollar spent by automatically categorizing transactions from your linked accounts or by manually entering your own cash purchases. Looking for additional features? You’re in luck! You can easily split transactions, rename or adjust their categories, make notes, and even attach photos for better tracking. Establishing and adhering to a budget is crucial for attaining financial freedom, but you don’t have to navigate this complex process alone! Finmatex will analyze your income and expenses from the last year and generate a tailored budget that suits your needs. With this tool, taking control of your finances has never been easier or more efficient.
Description
Automated budgeting and expert support will help you take control of your finances.
We've made budgeting more convenient:
Automatic transaction imports
AI-assisted automated transaction classification
Get started with a free 1-on-1 coaching session
Support for multiple budgets, both personal and business
E-book Guide
When you need support, there is always someone on hand to help.
We offer two plans:
Premium Annual Plan
$130/year
30 day Money Back Guarantee, no questions asked
Cancel at any time after 30 days and receive a prorated refund
Lifetime Pass
$400 One-Time Payment
30 day money back guarantee
No cancellation past 30 days
All Plans Include:
Budgeting App
Support for multiple budgets, both personal and business
Live Chat Support
1 1on1 Financial Coaching session (Valued at $125)
Templates for various situations (Coming soon)
Transaction Automations (Coming soon)
Support for Products & Financial Coaching via Community
Personal Finance Guide E Book - Free
API Access
Has API
API Access
Has API
Integrations
Stripe
Pricing Details
$7.99 per month
Free Trial
Free Version
Pricing Details
$130/year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Softarex Technologies
Founded
2000
Country
United States
Website
finmatex.com
Vendor Details
Company Name
Peaceful Mindful Pocket
Founded
2024
Country
United States
Website
peacefulmindfulpocket.com
Product Features
Product 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