Your finances, clearly.

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

One dashboard

Every balance. One screen. Any device.

Debit cards, credit cards, cash accounts — all your balances in a single glance, updated automatically. Works the same on your phone, tablet, or computer.

📱 Phone·📱 Tablet·🖥️ Computer

💳

Bank Sync

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

🤖

AI Assistant

Ask questions about your spending in plain English. Get real answers from your actual transaction data, not guesses.

📊

Tax Ready

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

For CPAs

Clean books, ready for tax season

Every transaction categorized, flagged, and exportable. Tax-staging workflow separates confirmed deductions from items that need review. Your clients arrive prepared.