Dashboard
Net worth, cash flow, and goal progress
Coming soon in the next release.
Routing is live; capture, records, and AI advisor are next.
Capture
Upload statements and receipts with AI parsing
Records
Transactions across accounts and e-wallets
Analytics
Spending breakdowns and trends
Commitments
Bills, installments, and payment calendar
Goals
Targets, monthly actions, and time to goal
Investment
Portfolio and linked brokerage accounts
Advisor
AI coach with multiple financial personas