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PocketSmith vs Beamprobe

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

PocketSmith compared with Beamprobe
Detail PocketSmithBeamprobe logo Beamprobe
What it doesPersonal finance software with budgeting and cashflow forecasting UK virtual data room for secure document sharing with NDA gate and per-page analytics
StageEstablished Startup
Founded2008 2026
Based inNot given GB
Pricing modelNot given Freemium
PricingNot given Free (1 data room, 10 documents); Pro £29/month (5 rooms, unlimited documents, NDA gate, per-recipient links, watermarking); Business £79/month (unlimited rooms, everything in Pro, up to 5 team members, 365-day analytics); Pro pass £79 once (three months of Pro); Enterprise £249+/month (custom DPA,
Key features
  • Automatic bank feeds from 12,000+ institutions
  • Multi-currency support
  • Cashflow forecasting up to 60 years
  • Custom dashboards
  • Flexible budgeting
  • Transaction search and categorization
  • File management
  • Net worth tracking
  • AI assistant integration
  • What-if scenario planning
  • Dynamic watermarking with viewer's email and timestamp on each page
  • Multi-document rooms with folder trees up to 10 levels deep
  • Assisted redaction for sensitive information like names, NINs, and bank details
  • Q&A functionality with questions logged against room and person
  • End-to-end encrypted rooms where Beamprobe cannot read documents
  • AI deck audit scoring pitch decks against UK seed and Series A conventions
What makes it different
  • Forecasting up to 60 years into the future
  • Flexible, customizable approach to budgeting
  • AI integration for financial insights
  • Over 391,000 users globally
  • User data monetization-free business model
  • Built by a team with proven SaaS experience, founder previously built ALLDOQ, a UK company in medico-legal work
  • Per-page analytics with bot detection filtering email scanners to show only real human engagement
Free planNot given Not given
Open sourceNot given Not given
PlatformsNot given Not given
Public APINot given Not given
Community votes00
DR (Domain Rating by Ahrefs)63 +1 (up) since last check15 no change since last check
Trust Flow (Majestic)2814
Citation Flow (Majestic)4931
Referring domains (Majestic)346924

5 details filled in for both companies.

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