Unlock a bird's eye view of your finances
Connect all of your accounts to browse transactions & analyze all at once. Supercharge budgeting and strategy with your personal AI assistant.
Intuitive Dashboard
Streamline your finances with a holistic view of all debit, brokerage, investment and credit card transactions.
-All-in-one Overview: Connect accounts and credit cards using Plaid. Visualize your financial health with intuitive, comprehensive charts and Explorer.
-Track Recurring Transactions: Identify trends & recurring payments. Never get caught off-guard by an unexpected charge again.
AskWallet: your finance ChatGPT
Example Prompts:
- "How much did I earn in dividends from JNJ?"
- "How much monthly payment can I reasonably afford right now?"
- "If I run a software business, which transactions can be tax deductible?"
Interactive Q&A: A conversational interface that provides actionable insights. Utilize chat history for different topics."How much did I spend this month in Wells Fargo?"
Data & Privacy
With our unique approach, you can supply your own database, ensuring no access or storage on our end. You retain full control and peace of mind.
-BYOD: Bring your own database, a MongoDB Atlas URL. Reads from Plaid are stored directly there. Edit, delete, or export as you see fit.
-Zero Data Visibility: Your data remains unseen by us with out hands-off approach. e guarantee smooth operations without compromising on security
Flexible Pricing
Make informed decisions with data-driven insights
Why did we build this?
Personal finance should not be daunting task.
No more switching between apps, creating homescreen widget layouts, reviewing emailed statements, using online calculators or worse making janky spreadsheet flows. Use Qashboard, it's easier.