Upload a statement.
We do the rest.
Drop your bank, Venmo, or card statement. We parse every line, categorize the spend, learn from your edits, and reconcile your regular deductions — automatically.
No credit card. No setup. Your data stays yours.
Balance
$13,240.55
as at today
Account
Chase Personal
••3300
Recent Transactions
Salary — JUNE
+$5,200
UBER TRIP — SF
−$24.50
STARBUCKS #4412
−$32.80
JOHN MILLER
−$130.00
Any statement.
PDF, image, CSV.
Drop your bank PDF, an Venmo export, or a phone snapshot of your card statement. We read every line — dates, amounts, references — and detect the institution, account number, and currency on the way in.
- PDF, image, and CSV statements
- Detects account, holder, and balances
- Deduplicates rows across re-uploads
- Source-of-truth ledger, not a guess
Upload Statement
PDF, image, or CSV — AI extracts every transaction
equity-statement-may.pdf
2.4 MB · application/pdf
Extracting…
Statement 1 — May
25 MayJOHN MILLER ••4821
Uncategorised
You set category to
Statement 2 — June
AutoJOHN MILLER ••4821
john millerTag once.
Tagged forever.
Mark a payment to JOHN MILLER as Family. Next statement, every payment to that person lands in Family — automatically. We strip refs, amounts, and dates so the same person matches across statements.
- Built-in dictionary for ConEd, Uber, Starbucks, Whole Foods…
- Your edits override the dictionary
- Runs on a queue — no slow uploads
- Per-user — your edits don't leak into team scope
Plan it.
Spend against it.
Create budgets that match the period of life — one-off trips, monthly rent, yearly insurance. Break them into plans and line items. Watch spending roll up in real time as transactions land.
- Periods: one-off, weekly, monthly, yearly
- Spending plans with allocated line items
- Invoices and suppliers per budget
- Over-budget warnings before you ship
Family Holiday
One-off · 1 Jul – 14 Jul
Budget
$13,000
Allocated
$12,500
Spent
$10,700
Left
$2,300
Spending Plans
Accommodation
$4,600 / $5,200
Flights
$3,900 / $3,900
Activities
$1,300 / $2,100
Food
$780 / $1,300
Chase Personal · Deductions
$4,250 / month committed · 4 active
401(k) contribution
Monthly · day 25
$650
ConfirmedS&P 500 auto-invest
Monthly · day 5
$260
UpcomingHealth insurance
Monthly · day 1
$220
ConfirmedTuition
Quarterly
$3,120
UpcomingNSSF. SACCOs.
School fees.
Declare the bills that come out on a schedule — investment auto-debits, insurance, retainers, school fees. We track what's committed and quietly confirm each one when its match shows up in your next statement.
- Per-account schedule — pick day & period
- Auto-reconciles against imported transactions
- Pause, edit, or forget any rule in one click
- See "monthly committed" at a glance
One app.
Many wallets.
Switch from your personal money to a team workspace in one click. Each team gets its own budgets, statements, members, and goals. Personal data stays personal — team data stays scoped to the team.
- Organizations with multiple teams
- Roles: Owner, Admin, Member, Viewer
- Invite by email — set role on invite
- Goals & milestones per team
Switch workspace
Individual
Personal workspace
Acme Co.
Engineering · 12 members
Family
Household · 3 members
Budgeted
$110K
Spent
$73K
Receivables
$29K
Money in.
Money out.
Always clear.
Stop scrolling through bank statements. Start a free account and watch the AI do the boring part — so you can do the deciding part.