Take Control of Your Finances
Your AI-powered financial agent that monitors accounts, negotiates subscriptions, catches billing errors, and builds smart budgets that evolve with you.
Portfolio Overview
All accounts synced
Total Balance
$47,280
Recent Activity
2h ago
1d ago
3h ago
Designed to Optimize Your Finances, Without the Effort
Skip the manual ledger entries. Our agent auto-categorizes flows, renegotiates recurring services, and alerts you when spend patterns anomaly.
Subscription Negotiations
Agent automatically audits your recurring services and drafts loyalty renewals to cut costs.
Anomaly Detection
Real-time scanner identifies duplicate charges, billing errors, and suspicious transactions instantly.
Smart Budgeting
Self-correcting budgets that adapt to your spending patterns and optimize monthly savings.
Bank-Grade Security
AES-256 encryption with read-only Plaid sync. Your credentials are never stored or accessible.
Multi-Device Sync
Real-time updates across phone, tablet, and desktop. Stay in control wherever you are.
Financial Insights
AI-powered analysis of spending trends, forecasts, and personalized saving recommendations.
Get Up & Running in 3 Simple Steps
How our financial agent scans, targets, and optimizes savings.
Sync Secure Read-Only
Link your bank accounts safely in seconds. We connect via Plaid using strict read-only channels.
- Encrypted credentials handoff
- Retrieve past 90 days log
- Instant metadata caching
Neural Categorization
Our agent groups cashflows, flags recurring billing details, and scans for duplicate charges.
- Identify idle subscriptions
- Utility cost surge alert
- Weekly spending diagnostic
Approve Optimization
Receive actionable optimization summaries. Tap to dispatch negotiation drafts or set limits.
- Autonegotiate contract drafts
- Dynamic savings goals transfer
- Daily SMS summaries
Active Savers
Enrolled in auto-budget optimization cycles
Tracked Expenses
Transactions synced and cataloged securely
Average Savings
Saved per user inside our active Pro tiers
Satisfaction Rate
Verified positive customer feedback logs
Choose Your Level of Control
Put your budgeting on autopilot. Start free or upgrade to activate advanced optimization modules.
Starter
Essential tools to organize cashflows manually.
- Manual transaction entries
- Standard monthly budget categories
- Link up to 1 financial account
- Weekly text notifications
- Community forum support
Pro
Outsource your budgeting tasks to our active autonomous agent.
- Autonomous auto-categorization
- Unlimited card & bank link syncs
- Real-time dual-charge sentinel
- Active bill negotiation dispatcher
- Weekly diagnostic cashflow audits
- Priority customer ticket support
Enterprise
Advanced multi-entity accounting controls.
- Everything included in Pro
- Multi-currency conversion syncing
- Shared family ledger profiles
- Custom optimization rules
- CSV, JSON & ledger exports
- Dedicated accounting advisor
Frequently Asked Questions
Everything you need to know about security, syncing, and automated budgeting.
Optimize Your Wealth in Real-Time
Join thousands of smart savers outsourcing their day-to-day transaction auditing. Sign up for a 14-day free trial — cancel with one click.