Financial Tools to TRACK YOUR Money!
It's as simple as uploading a bank statement and analyzing that bank statement with a various set of tools that allow you to dissect it and view it at different angles, giving you an understanding of where your money's going. You'll be able to understand simple questions such as: Subscriptions:
- •when was the last time your subscriptions went up?
- •what are they total for a month?
- •do you know if that refund they said they would give you, has been deposited into your account?
Core Features
Built with the latest AI technology to give you unprecedented control over your finances
AI Transaction Categorization
AI learns your spending patterns and automatically categorizes transactions. Spend less time organizing, more time understanding.
- AI-powered rule-categorization
- AI Assisteed Rule Creatation Tools
- Customisable Focused Workspaces
- Manage Multiple Accounts
Bank Statement Import
Import and manage bank statements individually within your dataset. Turn them off, delete them, re-import them, create snapshots. They're all tools that you can manage your data and view it in different perspectives. Capture those perspectives in Workspaces.
- Manage Bank Statement Imports
- Manage Multiple Bank Accounts
- Unified transaction views
- Smart balance reconciliation
Custom Rules Engine
Create powerful rules to automatically categorize, tag, and organize your transactions exactly the way you want.
- AI Assisteed Rule Generatrion
- Auto-assign categories and tags
- Rule priority ordering
- Bulk re-apply to existing transactions
Multiple Bank Accounts
Connect all your bank accounts in one place. See your complete financial picture without switching between apps.
- Unified transaction view
- Cross-account analytics
- Net worth tracking
Advanced Capabilities
Power features for users who want complete control
Custom Views & Tags
Create custom views and tags to organize your financial data exactly the way you want.
- Unlimited custom tags
- Saved filter views
- Smart tag suggestions
- Multi-tag transactions
Workspaces
Customizable tabbed dashboards that let you combine your favorite finance tools.
- Drag-and-drop tabs
- Persistent state
- Multiple workspaces
- Quick tool switching
Privacy & Security
Your financial data stays encrypted and private. Bank-level security at all times.
- End-to-end encryption
- Better Than Bank-level security
- No data sharing with third parties
Ready to Take Control of Your Finances?
Join the growing number of users taking control of their finances and understanding where their money is going.