oggo logo

oggo

by Oggo Money · Since N/A
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ActiveAvailable globallyCloud
Quick facts
VendorOggo Money
Year launchedN/A
StatusActive
LocationBonita Springs, Florida
Countries servedGlobal
Languages7
Integrations
Free tier
Free trial
Contact sales

About oggo

Oggo is a budgeting software from Oggo Money that helps users manage their finances effectively. It provides features such as expense tracking, budgeting tools, and financial insights so individuals can maintain better control over their spending habits. The platform is user-friendly and designed for those looking to improve their financial literacy and budgeting practices. Oggo supports users in setting financial goals, analyzing their spending patterns, and developing savings plans. Key capabilities: expense tracking budget creation financial goal setting spending analysis savings plan development Best for: individuals and families that need assistance in budgeting and financial management.

Oggo by Oggo Money is an advanced software solution tailored to meet the needs of insurance brokers. Designed as a combination of a CRM and multi-quote tool, it simplifies the complex workflows associated with insurance sales, client management, and quote comparisons. By providing an array of features, Oggo enhances operational efficiency and enables brokers to focus on delivering superior customer service. Its capabilities make it a vital tool for independent brokers, agencies, and corporate insurance departments. The interface of Oggo stands out for its simplicity and accessibility, allowing users to navigate essential features with ease. However, while the design is clean and practical, some users might encounter challenges when delving into more advanced functionalities. The dashboard offers a consolidated view of sales activities, client interactions, and critical metrics, fostering informed decision-making. While Oggo prioritizes functionality over aesthetics, its layout ensures a professional and efficient user experience, though onboarding new users may require some initial effort. Oggo’s feature set is extensive and well-suited to its target audience.

Pros & Cons

What users like
  • +• Ease of Use: User-friendly interface and intuitive design make it simple to manage finances.
  • +• Automatic Categorization: Saves time by automatically categorizing transactions.
  • +• Customizable Reports: Provides detailed insights into spending habits and financial trends.
  • +• Financial Planning Tools: Helps users set and achieve financial goals.
  • +• Bank Integrations: Connects to a wide range of banks for seamless data synchronization.
  • +• Security: Prioritizes user data security with secure bank connections.
What users flag
  • • Limited Customization: While customizable, some users may find the categorization options limited.
  • • Subscription Fee: Requires a subscription for full access to features.
  • • Potential Connectivity Issues: May experience occasional issues with bank connections or data synchronization.
  • • Reliance on Technology: Users who prefer manual tracking may find it less appealing.
  • • Data Privacy Concerns: While Oggo prioritizes security, some users may have concerns about sharing financial data with a third-party app.

Features

Key features

• Bank Connections
Oggo allows you to connect your bank accounts from over 2,500 banks in 30+ countries across the UK and Europe.
• Automatic Categorization
It automatically categorizes your transactions, saving you time and effort. You can also customize these categories with tags.

Additional features

• Custom Reports
Generate personalized reports to analyze your spending habits and financial trends.
• Financial Planning
Create personalized financial plans to achieve your financial goals.
• Individual and Family Plans
Choose between individual and family plans with different features and user limits.
• Secure Bank Connections
Oggo securely connects to your bank accounts using GoCardless technology.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Individual Plan

EUR 4

Family Plan

EUR 7

Countries & Languages

Global
Countries served
7
Interface languages
1
Billing currencies

Interface languages

EnglishGerman (Deutsch)Spanish (Español)French (Français)Italian (Italiano)Portuguese (Portugal) (Português (PT))Brazilian Portuguese (Português (BR))

Billing currencies

🇪🇺EUR

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