Etropo Budget Buddy
Etropo Budget Buddy is marketing budgeting software for CMOs and their teams to plan budgets, review spending, track variance, and collaborate.
What Etropo Budget Buddy is
Etropo Budget Buddy is marketing budgeting software for CMOs and their teams to plan budgets, review spending, track variance, and collaborate. Users can work with Budget Buddy through conversation to create budget items, analyze spend, plan budgets, and sync actuals. Teams can compare budget versions and designate one as active while sharing actuals, categories, and permissions across versions. Category-level access controls and threaded comments support collaboration on individual budget lines. Listed integrations include advertising platforms, Google Sheets, Slack, Microsoft Teams, CRM services, and AI assistants. After ad accounts are mapped to budget items, connected ad spending syncs weekly. Budget Buddy actions are permission-checked and logged, and changes require user confirmation. The security page lists encryption, multi-tenant data isolation, MFA, and continuous security monitoring; data is stored in Frankfurt, Germany. Essential costs $89 a month for five team members and up to 15 line items. Pro costs $139 a month for ten members and up to 200 line items. A 14-day free trial requires no credit card.
Good
- Create budget items through conversation
- Compare versions while sharing actuals and permissions
- Category-level controls and threaded line-item comments
- 14-day trial without a credit card
Watch out
- Essential limits teams to five members
- Ad-platform spending syncs weekly
- No free plan
Who it suits
Etropo Budget Buddy suits marketing teams that need to plan budgets, compare versions, and review actual spending collaboratively. Essential is described for small teams creating their first marketing budgets, while Pro is aimed at growing teams.
Verdict
Etropo Budget Buddy combines budget planning, spending analysis, and team collaboration, with versioning and integrations across marketing tools. Check the member and line-item limits against your team's needs before choosing a plan.
Plans and prices
From Etropo Budget Buddy's own pricing page, checked 21 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essential | $89 a month | 5 team members · 15 line items · 3 currencies · billed monthly |
| Pro | $139 a month | 10 team members · 200 line items · Unlimited currencies · billed monthly |
| Custom | $299 a year | Unlimited users · Unlimited line items across all budgets · yearly commitment |
| Essential Plan | $89 a month | 5 team members · up to 15 line items · up to 3 currencies · budget dashboards · actual spend analysis · Google Sheets integration · per month |
| Pro Plan | $139 a month | 10 team members · up to 200 line items · unlimited currencies · invoice automation · ads and CRM integrations · AI Budget Buddy · budget versions · per month |
| Custom Plan | $299 a year | unlimited users · unlimited line items across budgets · separate budgets per brand, team or region · RevOps expert consultation · hands-on implementation support · yearly commitment |
The facts
Each one read from Etropo Budget Buddy's own pages, with the date it was checked.
What it does
- Ad spend sync
- Etropo says it syncs connected ad-platform spending data weekly after users map ad accounts to budget line items.checked 29 Sep 2026
- AI safety
- Budget Buddy actions are permission-checked, logged, and require user confirmation before changing data.checked 29 Sep 2026
- Budget Buddy
- Budget Buddy lets users analyze spend, track variance, and plan budgets through conversation, including creating budget items and syncing actuals.checked 29 Sep 2026
- Budget controls
- The platform supports category-level access permissions and threaded comments on budget line items.checked 29 Sep 2026
- Budget versions
- Users can compare budget versions and make one version active while actuals, categories, and permissions remain shared.checked 29 Sep 2026
- Data location
- The security page says data is stored in Frankfurt, Germany, and the privacy policy lists primary data storage in Frankfurt.checked 29 Sep 2026
- Integrations
- Listed integrations include Google Ads, LinkedIn, Meta, TikTok Ads, Google Sheets, Slack, Microsoft Teams, Attio, HubSpot, Claude, ChatGPT, Gemini, and MCP-compatible assistants.checked 29 Sep 2026
- Security
- The security page lists SOC 2 Type II compliant infrastructure, AES-256 encryption at rest, TLS in transit, multi-tenant data isolation, MFA, and 24/7 security monitoring.checked 29 Sep 2026
- Support
- The contact page lists [email protected], and Custom includes RevOps expert consultation and hands-on implementation support.checked 29 Sep 2026
- Target users
- The pricing page describes Essential as suited to small marketing teams creating their first marketing budgets and Pro as suited to growing marketing teams.checked 29 Sep 2026
- What it does
- Etropo is marketing budgeting software for CMOs and their teams to plan budgets, track actuals, and collaborate.checked 29 Sep 2026
Money
- Trial
- The pricing page offers a 14-day free trial with no credit card required and says all integrations are available during the trial.checked 29 Sep 2026
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