Now in private beta
Spend less time worrying, more time understanding.
Link your accounts and see your own tailored financial dashboard, full of insights.
Bank-grade security
Powered by Plaid— the same secure connection used by Venmo & Robinhood.
How it works
A bird's-eye view of your finances,
in three steps.
01
Connect
Securely link your bank, credit, and brokerage accounts in seconds — Plaid handles the encrypted handshake.
02
Sync
We pull and categorize your transactions automatically, including recurring bills and subscriptions.
03
Understand
See net worth, spending patterns, safe-to-spend, and budget progress — all in one aggregated view.