Create multi-scenario budgets, generate line items with AI, attach vendor quotes, track spending by category, and keep clients aligned without maintaining a separate spreadsheet.
Start Free TrialCreate named scenarios such as Standard and Premium, compare options side by side, share individual scenarios with clients, and reuse a scenario as a template for future events.
Attach multiple vendor quotes to budget line items, select the quote you want to use, and keep vendor and expense records connected. Activate a scenario to bring its line items into Expense Tracking.
Generate a categorized starting breakdown from event details, guest count, total budget, and location.
Create, compare, share, and reuse named budget scenarios.
Attach and compare quotes directly on budget line items.
Bring active scenario line items into expense tracking without double entry.
Share a read-only budget scenario so clients can review current numbers.
Sync budget and expense data with QuickBooks.
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