Budget Tracker · AI Coach · Managed Service

Track spending.
Catch drift.
Turn budget into action.

Budget Tracker helps small teams spot overspending sooner, stay aligned on budget decisions, and take action before small misses become expensive habits.

$5
Starter plan / month
3 min
From checkout to dashboard
AI Coach
On Growth & Scale
Alert tuned · Marketing 92%
Drift -$412 saved
budgettracker / overview
Aug · 2026
Monthly spend
$8,780
of $9,700 budget
On track
9.5% headroom
JanAprJulOctDec
Software $1,240 / $1,500
Marketing $2,780 / $3,000
Travel $540 / $1,200
Contractors $4,220 / $4,000

Built for focused teams

Made for the people who actually carry budget discipline week to week.

Founders watching every dollar
Operations leads keeping spending on pace
Finance managers reducing monthly surprises
Agencies balancing payroll, tools, and client work
Service businesses tightening category control
Growing teams adding structure before drift compounds

Interactive Demo

See how budget visibility becomes a weekly operating rhythm.

See how alerts, review cadence, and AI Coach guidance work together to help your team catch drift earlier and act with more confidence.

Weekly review

Friday budget check-in

Live

Top category drift

Marketing +14% vs pace

Coach recommendation

Pause ad expansion, review contractor scope, and update next week's close checklist before new spend lands.

What teams feel

Fewer surprises. Better follow-through.

Biweekly reviews on Growth
Weekly check-ins on Scale
Managed service support when your team needs more help
Explore managed service

Features

Everything you need to manage budget drift without getting buried in spreadsheets.

Budget Tracker gives growing teams earlier signals, clearer decisions, and the confidence to stay ahead of drift before it turns into a bigger problem.

01

Signal Detection

Catch threshold pressure, category variance, and overspend momentum before it becomes a bigger operating problem.

02

Alert Tuning

Adjust category limits and notification behavior so the right issues surface first instead of creating noise.

03

AI Coach

Move from dashboards to decisions with prioritized review prompts, next-step recommendations, and a clearer picture of what deserves attention first.

04

Managed Path

Start with software, then add hands-on help for setup, recurring reviews, and stronger follow-through when your budget process needs more support.

ROI Calculator

Estimate what one saved overspend cycle is worth.

Compare the cost of your plan with the value of catching overspend earlier, before a small drift turns into a larger operating problem.

Estimated value

Potential overspend caught sooner

$7,500

Growth plan cost over the same window

$30

Catching a 10% drift on a $25,000 monthly budget even three months earlier dwarfs the cost of Growth.

How it Works

Three plans, one clean path from visibility to support.

Most teams start with Growth for the right mix of visibility, review cadence, and guidance. Scale adds faster support and deeper planning when the pace and stakes increase.

Starter

$5/mo

A simple starting point for smaller teams that want visibility and early warning signals without added complexity.

Growth

$10/mo

Our most popular plan, with biweekly reviews, full alerts, and AI Coach access.

Scale

$20/mo

For teams that want faster support, deeper planning help, and a closer working relationship.

Start Here

A clearer path from signup to a working budget rhythm.

Buyers usually want three things before they commit: confidence that this is for a team like theirs, clarity on what happens right after checkout, and a practical picture of what extra guidance actually looks like.

Best fit right now

Growth is the right starting point for most small teams with real monthly spend.

Choose this if one person is carrying budget accountability, reviews happen inconsistently, and you want earlier alerts without adding a lot of process.

Best for founders, operators, and finance leads managing roughly 5 to 50 people.
Good when marketing, software, contractors, or travel start drifting faster than your team can spot manually.

What happens after signup

1. Pay securely through Stripe and create your account.
2. Land in your dashboard and choose the categories you care about most.
3. Start seeing drift signals and use AI Coach to decide what to review first.
4. Build a repeatable weekly or biweekly review habit without starting from scratch.

Pricing

Start with the plan that fits today, then grow when you need more support.

Most teams should begin with Growth. It gives you the visibility, alerts, and guidance to stay ahead without adding unnecessary complexity.

Starter

$5/mo

A simple way to start tracking spend, reviewing trends, and catching early signs of drift.

  • Core dashboard access
  • Monthly budget health report
  • Early drift visibility by category
  • Limited alerts and threshold monitoring
  • Best for smaller teams getting started
Choose Starter

Best Value

Growth$10/mo

The best fit for most teams, with the right mix of alerts, review cadence, and practical guidance.

  • Biweekly spend and variance reviews
  • Full dashboard alerts
  • Alert tuning and threshold updates
  • Monthly action plan
  • AI Coach guidance
AI Coach helps you decide what to review first, what changed, and what action to take next when drift starts building.
Choose Growth

Scale

$20/mo

For teams that want faster support, deeper planning help, and a more hands-on working rhythm.

  • Weekly advisor check-ins
  • Forecasting and scenario planning
  • Priority support lane
  • Custom workflow guidance
  • Best fit for teams that want deeper support
Scale adds a closer working rhythm for teams that want more planning help and quicker follow-through before moving into managed service.

Use Cases

Where teams usually feel the value first.

Marketing spend

Catch overspend before campaigns outrun the plan.

Track category pace, see threshold pressure early, and make changes while there is still time to protect the month.

Monthly review

Give your team a simple rhythm for better budget decisions.

Use recurring reviews, alerts, and AI Coach guidance to turn scattered information into a clear weekly and monthly routine.

Growing complexity

Add support when the budget process starts to strain.

Start with the software, then step into managed help when you need more accountability, planning support, and follow-through.

Managed Service

Need more support than software alone can give?

Start with Budget Tracker, then add hands-on support when your team wants help with setup, recurring reviews, workflow tuning, and ongoing operating discipline.

Why teams upgrade

  • Weekly support replaces biweekly cadence
  • Planning help goes deeper than on-screen recommendations
  • Stronger accountability around follow-through
  • A smoother move into higher-touch support

Managed service

Need a second pair of eyes?

Tell us about your team. We'll recommend the right plan or help you decide whether managed support is the better fit.

One business day response
No sales pressure, just a clear recommendation
Guidance on when extra support is worth it
We'll never share your details. Reply within one business day.

FAQ

Questions, answered.

Which plan should most people buy?
Growth is the best fit for most teams because it combines alerts, AI Coach access, and a steady review rhythm without overcomplicating the process.
What is Scale for?
Scale is for teams that want faster support, deeper planning help, and weekly check-ins instead of the biweekly cadence on Growth.
What happens right after I sign up?
You complete checkout, create or log into your account, and land in the dashboard ready to start tracking the categories that matter most. From there, alerts, review prompts, and your chosen plan support level start guiding the rhythm.
What does AI Coach actually do?
AI Coach helps you turn raw budget signals into decisions by highlighting what needs attention first, suggesting practical next steps, and helping your team stay consistent in reviews and follow-through.
What does managed service include?
Managed service adds hands-on help with setup, recurring reviews, planning support, and stronger accountability so your team is not left to figure out the process alone.
Can I sell both software and services?
Yes. Many teams begin with the software, then add managed support when they want more hands-on help with setup, reviews, and follow-through.
Can I switch plans later?
Yes. Upgrades and downgrades take effect on the next billing cycle. No re-onboarding and no lost data.
Is there a free trial?
Starter gives you a low-risk way to get real visibility first, then move up to Growth when you want fuller alerts and more guidance.
What do I need before taking payments?
Just choose the plan that fits your team and complete checkout securely with Stripe. If you need help selecting the right starting point, we can guide you before you buy.