Advanced AI tracks every expense, predicts spending patterns, and enables seamless collaboration for shared budgets, trip planning, and financial goals.
AI-powered categorization in real-time
Create goals, track progress visually, and celebrate milestones. Quick‑add contributions keep momentum up.
Private by default. We never see your bank credentials, your data is encrypted in transit and at rest, and AI actions are always permissioned by you.
Plaid handles account linking—your bank credentials never touch our servers.
Encryption in transit and at rest. Sessions are securely persisted and auto‑refreshed.
AI proposes actions and tools; nothing runs without your explicit approval.
Connect banks, cards, and loans. Watch your real-time balances and a living net worth line update as life happens.
Clean categories, fast search, and tags you control. See the details that matter—logos, sites, and smart context.
Plaid categories with intelligent fallback mapping so nothing breaks.
Create tags, prevent duplicates, and toggle on any transaction.
Filter by account, date, tag, or amount range. Blazing fast.
Our machine learning algorithms process millions of transactions to deliver insights that traditional banking apps simply cannot match.
Advanced machine learning categorizes every transaction with 99.7% accuracy, learning your spending patterns to provide personalized insights.
AI predicts your spending trends and automatically adjusts budgets to help you reach financial goals 40% faster.
Proactive notifications for unusual spending, bill reminders, and budget optimization opportunities tailored to your lifestyle.
Share budgets, split expenses, and plan financial goals together. From weekend trips to major life events, keep everyone on the same page.
Plan and track shared expenses for trips, events, or group activities. Real-time expense splitting with automatic settlement.
Secure family budgeting with role-based permissions. Kids learn spending habits while parents maintain oversight.
Plan major purchases together. Set shared savings goals, track progress, and celebrate milestones as a team.
Real-time insights into your financial health with institutional-quality reporting and forecasting.
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