Powerful Features for Complete Financial Control
Everything you need to track spending, manage budgets, and achieve your financial goals with the power of AI and bank-level security.
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 with 99% accuracy. Spend less time organizing, more time understanding.
- AI-powered auto-categorization
- Learning from your corrections
- 500+ transaction categories
- Bulk editing capabilities
Email Bank Statement Import
Automatically import bank statements from your email inbox. Our AI extracts and categorizes every transaction seamlessly.
- Automatic email scanning
- PDF, CSV, and OFX file formats
- Automatic duplicate detection
- Smart balance reconciliation
Custom Rules Engine
Create powerful rules to automatically categorize, tag, and organize your transactions exactly the way you want.
- Pattern-based matching rules
- Auto-assign categories and tags
- Rule priority ordering
- Bulk 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
- Account balance monitoring
Custom Views & Tags
Create custom views and tags to organize your financial data exactly the way you want. Filter and segment transactions with ease.
- Unlimited custom tags
- Saved filter views
- Smart tag suggestions
- Multi-tag transactions
Real-time Analytics
Visualize your spending habits with beautiful charts and dashboards. Discover trends and optimize your budget effortlessly.
- Real-time spending dashboards
- Category-wise breakdown
- Trend analysis and forecasting
- Custom report generation
Workspaces
Customizable tabbed dashboards that let you combine your favorite finance tools in one place. Your workspace, your way.
- Drag-and-drop tab organization
- Persistent workspace state
- Multiple workspace support
- Quick tool switching
Privacy & Security
Your financial data stays encrypted and private. Bank-level security ensures your transactions are protected at all times.
- End-to-end encryption
- Bank-level security
- No data sharing with third parties
- GDPR compliant
And So Much More
Additional features designed to make financial management effortless
Budget Management
Set and track budgets with intelligent alerts
Bill Reminders
Never miss a payment with smart notifications
Subscription Tracking
Monitor all your recurring subscriptions
Export & Backup
Export your data anytime in multiple formats
Family Sharing
Share budgets and track family expenses together
Timeline View
Visualize transactions and payments on a timeline
Powered by Advanced AI
Our AI engine processes millions of transactions to provide you with accurate categorization, intelligent insights, and personalized recommendations.
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