ROOV for Budget Coaching

Making a real difference in budget coaching

ROOV enables budget coaches to create budgets for clients more quickly and accurately, providing them with the tools to better support their clients throughout the entire process.

  • Analyse spending
    per category
  • Create more
    accurate budgets
  • Monitor progress
    and compliance
  • Give client-specific
    coaching and training
Expense categories

1. Categorise and analyse expenses

ROOV allows you to automatically categorize historical transactions, create client-specific categories, and aggregate expenses over a specific period. These are essential features for creating a realistic budget that reflects reality and does not need constant adjustments.

Of expenses are automatically categorised
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ROOV gives you—with their consent—immediate access to your clients' expenses and transactions.

ROOV has access to all European banks. This means you don't need to download separate account information, but can perform all analyses and calculations directly in ROOV.

Budget

2. Create a robust budget.

With the built-in budgeting tool, you can create realistic budgets with ROOV. You can aggregate the budget by category, account for fixed, variable, and unexpected expenses, and check how much savings are planned.

Monitor

3. Monitor progress

With ROOV, you can continuously monitor how your clients' financial situation evolves in relation to the budget. And with ROOV's built-in notifications, you are proactively alerted when concerning or suspicious situations arise.

ROOV alerts you to potential risks such as phishing

ROOV has a built-in security layer to protect your clients. You receive active notifications of risks such as negative balances, missed payments, phishing attempts, and more.

Missing transactions

Missing transactions

Receive proactive notifications if expected payments, such as rent, insurance, or subscriptions, have not been made, helping you avoid reminder fees.

Negative balance

Predict your client's future account statement and be alerted when a negative balance is expected, weeks in advance.

Phishing

Identify suspicious transactions based on our automatic account recognition, and prevent clients from falling victim to phishing attacks.

Money muling

Monitor all transactions, even those occurring within minutes, so you can respond immediately if clients are involved in money muling.

Mobile app

4. Continuously guide and coach clients.

With ROOV's mobile app, you enhance communication with clients and can provide them with selective access to balances and transactions.

 

Allow clients to check their balance at any time, giving them more peace of mind and control over their finances.

Give clients the ability to communicate with their coach or send them updates about their financial situation.

ROOV is currently working to offer financial coaching at the client level, using responsible generative AI. This way, you can actively contribute to your clients' peace of mind and financial literacy.

National Bank of Belgium

Subject to the strictest rules

With a license from the National Bank of Belgium, ROOV is recognized as an Account Information Service Provider (PSD2 Class 8). This means that ROOV is subject to very strict requirements regarding security, privacy, and data protection. Additionally, ROOV is fully GDPR compliant.

Benefits

All features in one package.

ROOV can save you hours of work per file with a comprehensive app accessible to all users in your office.

  • Setup in 2-3 hours
  • Immediately available after
  • Accessible by different users simultaneously
< 0 hours

Setup time

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Coaches per office available

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Hours saved per file per year

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Clients available

Try ROOV

Try ROOV today.

Schedule a demo or watch our video. Our ROOV team will be happy to tell you more!

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