Your finances, clearly.

Bank sync, AI insights, and tax-ready categorization — built for individuals, families, and CPAs.

256-bit encryption · OAuth-secured · AI powered by Claude

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Automatic sync from all your accounts. Debit, credit, and investment — always up to date.

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Ask questions about your spending in plain English. Real answers from your actual data.

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Categorize and flag deductions automatically. Export a clean report for your CPA — no spreadsheets.

One dashboard

Every balance. One screen. Any device.

All your balances in a single glance, updated automatically — phone, tablet, or computer.

See it in action

For CPAs

Every transaction categorized, flagged, and exportable. Your clients arrive prepared.