Upload your bank PDFs, let AI set up your accounts automatically, then chat with AI to uncover hidden expenses and maximize your savings rate. No bank logins required.
Upload your bank PDFs, chat with AI about your spending, and discover hidden savings opportunities
Ask questions like 'Where can I save money?' or 'What are my biggest expenses?' and get instant insights, charts, and personalized recommendations that could save you hundreds of dollars monthly.
Upload your bank PDFs and within 15 minutes, see exactly where your money goes. Our AI automatically categorizes everything, revealing spending patterns that could save you thousands annually.
Our AI analyzes your spending patterns and suggests budget adjustments that could save you hundreds monthly. Get personalized recommendations to maximize your savings rate.
Our interactive cash flow diagram reveals exactly where your money goes, helping you identify hidden expenses and money leaks that could be costing you thousands annually.
Upload your bank PDFs and our AI instantly categorizes thousands of transactions with 97% accuracy. What used to take hours of manual work now happens in just 15 minutes.
Just 15 minutes of uploading your bank PDFs and our AI automatically sets up your accounts, categorizes transactions, and identifies potential savings worth hundreds or thousands of dollars.
Talk to AI about your spending patterns in plain language. Uncover hidden expenses, discover optimization opportunities, and get personalized recommendations to maximize your savings rate.
Your financial data stays secure - upload PDFs or CSVs directly without ever sharing bank login credentials with third parties.
Interactive charts and reports reveal where your money goes, helping you make data-driven decisions to boost your savings.
Set up intelligent rules that automatically categorize future transactions and alert you to unusual spending patterns.
Premium users can automatically capture transactions from bank email notifications, keeping your financial picture up-to-date without manual work.
Learn from our experts about budgeting, saving, and managing your finances with privacy-first approaches.