About Us
Welcome to MoneyMate - Your Ultimate Financial Companion
About MoneyMate:
MoneyMate is your go-to solution for comprehensive money management, offering a range of features tailored to meet your personal and business financial needs. With our recent launch of MoneyMate Beta, we’re excited to introduce you to a cutting-edge platform designed to provide transparency, forecasting tools, and expert recommendations to support your financial goals.
Beta Version Highlights:
- Handsfree Budget Creation: Easily create budgets with limited manual inputs.
- Automated Reconciling: Moneymate will help to effortlessly reconcile your accounts with automated processes.
- Automated Actual vs Projected Spend Tracking: Stay on top of your spending with real-time tracking.
- Unified Personal and Business Budgets: Access both personal and business financial data in one application with a single login.
- Unexpected Transaction Alerts: Receive alerts for unexpected transactions to prevent financial surprises.
- Subscription Tracking: Keep track of your subscriptions to better manage recurring expenses.
- Projected Bill Payments: Plan ahead with projected bill payment schedules.
- Forecasting Tools and Financial Recommendations: Get insights and recommendations to improve cash flow management.
About Version 3.0:
Please note that while our Beta version offers an array of powerful features, autonomous capabilities will be exclusively available in our upcoming 3.0 release. The timeframe for this release is yet to be determined, but rest assured, we’re committed to delivering an unparalleled digital money management experience.
Our Mission:
MoneyMate champions social and economic equity by empowering individuals and small businesses to achieve financial success. We simplify financial management with accessible solutions and pioneering technology, fostering confidence and security. Our mission is to redefine financial autonomy, ushering in a new era of personalized stewardship.
To simplify financial management, provide convenience and confidence through innovative technology, and to empower our users to be able to take more control over their finances while saving time and doing less work.
Our Vision:
MoneyMate envisions universal financial literacy, where individuals and small businesses effortlessly navigate their finances through an intuitive ecosystem. We lead a revolution in financial wellness, using cutting-edge tech to redefine engagement and understanding. Our goal is tangible financial empowerment, where certainty and sovereignty guide prosperity, setting a new standard in personalized financial management.
Experience the Future of Finance:
MoneyMate is more than just a financial tool—it’s a game-changer. Our cloud-based patented application removes barriers to financial management, making it easier than ever to take control of your finances. Sign up today and discover the convenience of having an all-in-one financial assistant at your fingertips.
Join us on the journey to revolutionize money management with MoneyMate—your trusted financial companion!
MoneyMate is a revolutionary digital money management platform designed to help individuals and small businesses better manage their cash flow and spending. Unlike traditional solutions, MoneyMate offers an all-in-one integrated application that autonomously & proactively manages cash flow on behalf of its users; offering expert financial planning and more control over expense and spend management. This easy-to-use application makes setting, planning, and achieving financial goals more manageable and enjoyable. Our founder, Elena Colquitt, saw the need for a comprehensive money management solution in the market and founded Envoy FPA in 2014 to provide cash flow management services and guidance aligned with fundamental financial principles. In 2021, she launched MoneyMate to automate and scale the services provided by Envoy FPA. With MoneyMate, individuals and small businesses can now experience a new era of money management that is efficient, effective, and effortless.
We are excited to announce the launch of MoneyMate in November 2023. This cloud-based patented application eliminates current barriers such as unaffordable financial service costs, liquid cash minimums, lack of financial knowledge, and limited money-management experience. With MoneyMate, managing your finances has never been easier. Sign up today and experience the convenience of having an all-in-one financial assistant at your fingertips.
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Our Mission
To simplify financial management by providing convenience and confidence through innovative technology that empowers providing more control, increasing time and our user’s bottom line; an MoneyMate.
Our Values
To be the leading and most-trusted financial software company in the United States—providing a digital Money Manager to individuals and small business owners using artificial intelligence to strategically manage their cash flow.
Our Founder
Founded by Elena Colquitt, MoneyMate is the brainchild of Envoy FPA, which later evolved into EpocHarvest. Elena's vision is to provide individuals and small businesses with accessible cash flow management services aligned with fundamental financial principles. With the launch of MoneyMate in 2021, Elena aims to automate and scale the services provided by EpocHarvest, ushering in a new era of efficient, effective, and effortless money management.
Our Founder
Elena Colquitt comes to work every day with a passion for financial empowerment. She draws on sixteen years of experience across the finance industry to chart a course for the future of personal and business financial management. As a privately owned, founder-led company, we’re able to work fast and respond to our users’ needs without anything getting in our way.
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Control Your Financial Life
Financial security is the NEW cool.
MoneyMate will revolutionize the way money is managed one budget at a time.
