Overcome Money Stress. Together.

The Budgit financial wellness platform drives loyalty and growth by helping your customers take charge of their money.

Back to Basics Budgeting

We analyze income and recent spending to build a simple budget that's easy to understand and easier to follow.

checkBuild savings with Goals

checkSpend guilt-free on Wants

checkStay on top of Needs

January Summary $3,550

Be the Hub for Savings

Whether the customer has one savings account or five different ones, Budgit paints the full picture in one view.

checkSave for Goals one at a time

checkEvery dollar saved is automatically applied to the active Goal

checkDrag Goals up or down to change what's more important

Bill Reminders Done Right

Budgit detects and monitors bills and subscriptions across all bank and credit accounts, so customers always know when something is due.

checkNew bills automatically update the budget

checkSmart alerts when it's time to update bad payment info

Relationship-Focused


Empower customers to take charge of their money while nurturing loyalty and enabling full life-cycle relationships.

Secure and Private


Make no compliance compromises with bank-grade 256-bit encryption, 2FA and industry-leading security practices.

Fast and Flexible


Innovate painlessly by deploying our customizable off-the-shelf app or integrating data and features directly into your own apps using our API.

Make Banking Personal Again

Learn how Budgit fights money stress and increases customer loyalty.

Request a Demo