Everything you need to master your money

Powerful features designed for busy families who want financial clarity without the complexity.

1
Complete View of Your Money

Connect deposit and credit accounts. Transactions will automatically sync.

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2
Customizable Categories

Add your own categories to personalize and organize your financial data.

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3
Transactions Review

Update transaction categories to suit your needs. The system learns from your changes.

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4
Budget Creation

Adjust the auto-generated budget to align with your personal spending and savings goals.

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5
P&L Report Analysis

Evaluate current and historical monthly financial results against your budget and prior months.

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6
Insights and Alerts

Examine trends and receive alerts to find opportunities and stay on top of your money.

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Ready to get started?

Create your free account and start managing your money like a CFO today.

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