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GreenSherpa

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GreenSherpa is a web-based personal finance application that enables you to manage all of your bank accounts and transactions in one website from any computer or smartphone. It automatically downloads and categorizes transactions, reducing data entry time. GreenSherpa is distinct in that it’s cash flow feature addresses the concern people report most frequently – the next 12 months.

GreenSherpa’s forward-looking approach helps people answer the question “Can I afford this” by seeing the impact of purchases on future account balances. It also enables you to collaborate with a spouse, financial planner or CPA.

Milestones

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• 
  GreenSherpa added Erin Lozano as COO. (1/1/07)
  Posted 3/4/10 at 8:05pm
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  GreenSherpa added Masen Yaffee as CEO. (1/1/07)
  Posted 3/4/10 at 8:05pm
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  GreenSherpa added Thomas Aylott as Developer.
  Posted 7/6/09 at 1:52pm
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  GreenSherpa — We are excited to announce that we have an agreement from a new partner that has over 1000 credit unions as customers with a total reach of over 38 million end users! They already sell several other products to this customer base and will be selling Green (1/1/10)
  Posted 5/26/10 at 1:31pm

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Products

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GreenSherpa - Personal Financial Management Application

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