AI and automations
Put AI to work on your marketing budget
The AI marketing budget tool that answers your spend questions in exact numbers. Reminders, invoices, and ad spend sync keep the actuals current, so the budget is ready when finance asks.
Etropo AI Agent
Talk to your Budget (Buddy)
AI budget tracker
Ask anything about your budget
Just type a question like you'd ask a colleague. "How much are we spending on social media?" or "What's our total paid media budget for Q1?" Budget Buddy searches across all your line items and returns exact numbers — no rounding, no guessing.
AI budget planning
Plan and build your budget with conversation
Need to add a new campaign? Just say "Add a TikTok Ads line item to Paid Media with $5,000/month for Q1." Budget Buddy confirms the details, creates the line item, and sets the values — all in one step.
Marketing budget tracking
Sync actuals in no time
Stop updating spend line by line. Tell Budget Buddy what changed and it writes the numbers for you — across dozens of line items in a single step. Month-end reconciliation that used to take an hour now takes a single prompt.
Marketing spend optimization
Spot overspending before it's a problem
Budget Buddy compares your actuals against planned amounts across every line item, category, and your total budget.
Claude & ChatGPT plugins
Your budget, in Claude and ChatGPT
Official Etropo plugins give your assistant secure access to your budget, so you can ask, compare, and update from the conversation.
Approve, reassign, reorganize
Change status, owner, category, or cost center by asking. Your assistant reports the old and new value for each item. Docs
Draft the update for your CFO
Summarize spend by channel, explain the biggest variances, and get a draft built on your real numbers. Docs
Ground answers in what your team knows
Your assistant reads your personas, channel strategy, and campaign learnings before it answers, and saves new learnings once you confirm the wording. Docs
MCP Server
Use it wherever you work
Budget Buddy works as an MCP server. Connect it to any AI assistant that supports the Model Context Protocol — same capabilities, same data, same security. Pair it with Marketing Brain, your company’s marketing memory, and its answers are grounded in your customers, your learnings, and your targets.
Custom MCP
Connect from any AI tool that supports the Model Context Protocol with a single command.
Automations
Let the actuals come to you
Etropo reminds owners, reads invoices, and syncs ad spend on a schedule you set.
Slack and Teams
Remind owners every month
Each owner gets a message listing the line items that still need an actual, and updates them with one click. Docs
Set the schedule once
Pick the day, time, and timezone. Owners with missing actuals get an email listing their line items and planned amounts. Docs
Security
Safe, secure, and private
Budget Buddy is built into Etropo's marketing budgeting software. Every action is logged, permission-checked, and requires your confirmation before any data changes.
Always asks before changing anything
Budget Buddy confirms every update first. Claude and ChatGPT report each change back.
Respects your permissions
Every assistant sees and changes only what you can.
Audit logs
Audit logs automatically keep track of important events over the last 3 months.
Encrypted & secure
All communication is encrypted. Your data is stored in Frankfurt, Germany.
You approve every connection
Plugins reach your budget only after you sign in and authorize them. Disconnect at any time.
Limits on what plugins can do
Plugins can't delete anything, pay invoices, or change your ad campaigns.
Your marketing budget, one conversation away
Analyze spend, track variance, and optimize your marketing budget — all in plain English.