Introducing Pennyminder Cashbook ™ our hosted Personal Finance Manager for Credit Unions.
Take the tour: The Budget Screen (History screen is coming soon)
Real time
Our system uses real time push messaging. In addition to just being nicer, It's also more efficient. Besides, overnight batch systems are so 1970's.
Fully Branded
Send us your logo. Pick your web address, what ever you want to name it. It's your app. No Pennyminder or Cashbook branding required.
Secure
Using OAuth2 (via Juno) and push messaging, not only is there is no direct access to the core banking system there's also no access to user credentials.
- Smart phone and tablet ready
- Scalable architecture
- Categorize transactions
- Spending targets
- Budget visualization
- Spending trend graphs
- History review
Deploy in three easy steps
Implement Juno
1Juno is our Open Source OAuth Authentication Service. Each financial institution will implement and deploy their own copy of Juno.
It consists of writing code to authenticate user credentials as well as code to call the Cashbook WebHook whenever a transaction occurs.
Configure Cashbook
2This involves coordinating the web address for your instance of Cashbook as well as the web address for Juno. We allow for some minor customizations to the user interface such as adding your logo and adjusting the navigation and links presented in the application.
Integrate with your web site
3Lastly, add an entry to your Internet domain for the address of the application decided in step 2 and add a link to it from your home page.
That's it, you're done! The whole process can be completed in as little as a few weeks.
Fully Managed
Our service is fully managed. Let us worry about servers, OS upgrades, security and the occasional bit of faulty hardware.
Scalable
Cashbook is horizontally scalable. Start small and add capacity as you need to.
Choice of Data Center
Host where your users are going to be. We currently offer a choice of U.S. and Canadian hosting options.
Pricing Includes:
- Ongoing product development
- No license fees
- Support
- Data isolation
- Private cloud
- High availability architecture
- Bandwidth, storage & rack space
Our Vision
Is to build a different kind of enterprise software company. That's why we don't charge license fees or require long term support contracts. Just great products delivered with great service at a reasonable price.
If you're ever unhappy about something or have a problem, just call me. I'll do my very best to resolve the problem and make you happy.
