Agent tools
Budgets your clients can trust
Set targets, track spend by category, and watch a live breakdown keep the trip on plan. Connect a bank account to reconcile real costs as they happen — no spreadsheets required.
Budgets
A live breakdown, not a static estimate
Set a target and watch a clear pastel donut and category breakdown move as the plan fills in. Hover any slice for the exact spend and its share — clients see where the money goes in numbers they actually understand.
- Pastel spend donut with a clear category breakdown
- Estimates clients can read at a glance
- Targets that update as the trip takes shape
Budgets
Reconcile real costs automatically
Link a bank account through Plaid and let real spend flow in against the plan, so the final number is never a surprise. The budget stays honest from first estimate to last receipt.
- Bank-linked spend tracking through Plaid
- Real costs reconciled against the plan
- No spreadsheets to keep in sync
See Budgets in action
Real, narrated walkthroughs — recorded right inside the product.