Delegmate for YNAB
An AI teammate that works in YNAB
An AI teammate with its own Google Workspace account. Connect YNAB and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.
About YNAB
YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt
What it does in YNAB
- Checks YNAB for unpaid invoices and chases them
- Reconciles payments against what was expected
- Answers billing questions with the facts
- Builds the weekly numbers report
How it works
- 1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
- 2
Connect YNAB
From its Apps tab in a click, with the YNAB account your team chooses. Or just ask it, and it sends you the link.
- 3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.
Built for
Questions
How does it connect to YNAB?
From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the YNAB account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.
What does it do in YNAB without asking?
The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.
Does it need its own YNAB seat?
No. It works through the connection your team sets up, so there is no extra YNAB seat to buy for it.
Is Delegmate made by YNAB?
No. Delegmate is independent and is not affiliated with or endorsed by YNAB. YNAB is a trademark of its owner.
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All integrationsAdd your first teammate today
Sign in with your Google Workspace admin account. It takes a couple of minutes.
YNAB is a trademark of its owner. Delegmate is not affiliated with or endorsed by YNAB.