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Marloo vs Delphina for Budgeting

Comprehensive comparison for expense tracking, budget management, and financial categorisation.

Budgeting Features

Marloo

AI meeting note automation
Adviser workflow tools
Client documentation
No expense tracking
No automatic categorisation

Delphina

Advanced expense tracking
Intelligent auto-categorisation
Goal-based budgeting
20+ UK bank integrations
Comprehensive reporting

Budgeting Capabilities

Expense Tracking & Categorisation

Marloo

No expense tracking or categorisation features. Limited to AI meeting note automation without day-to-day expense management capabilities or intelligent categorisation.

Delphina

Advanced expense tracking with intelligent auto-categorisation, custom categories, and detailed transaction analysis with machine learning improvements.

Budget Creation & Management

Marloo

No budget management tools. Limited to AI meeting note automation without detailed budget creation or management capabilities for day-to-day financial planning.

Delphina

Comprehensive budget creation with goal-based budgeting, custom categories, spending limits, and intelligent budget recommendations.

Reporting & Analytics

Marloo

No reporting or analytics features. Limited to AI meeting note automation without comprehensive data analysis or predictive budgeting capabilities.

Delphina

Advanced reporting with detailed analytics, trend analysis, predictive budgeting, and comprehensive financial insights for better decision-making.

Bank Integration & Sync

Marloo

No bank integration features. Cannot connect to financial accounts or provide real-time transaction data for comprehensive budget management.

Delphina

Comprehensive bank integration with 20+ UK banks, real-time sync, automatic transaction updates, and secure open banking connectivity.

UK Budgeting Features

Marloo

  • • AI meeting note automation
  • • No UK-specific categories
  • • No UK tax budgeting
  • • No HMRC deadline planning
  • • Limited UK regulatory features

Delphina

  • • 20+ UK bank integrations
  • • UK-specific budget categories
  • • Tax-aware budgeting
  • • HMRC deadline planning
  • • UK regulatory compliance

Choose Your Budgeting Tool

Choose Marloo if you:

  • • Need AI meeting note automation
  • • Want adviser workflow tools
  • • Focus on client documentation
  • • Don't need expense tracking
  • • Prefer adviser-focused tools

Choose Delphina if you:

  • • Need comprehensive budgeting tools
  • • Want goal-based budgeting
  • • Require intelligent expense categorisation
  • • Need UK-specific budgeting features
  • • Want advanced reporting and analytics

Ready for comprehensive budgeting?

Experience Delphina's advanced budgeting tools with intelligent categorisation and UK-specific features.