AI that surfaces what matters.
Cash-flow forecasts, anomaly alerts, plain-language summaries — AI watches the patterns, you read the highlight. Consent + cost cap + audit log keep you in control.
See your month before it ends.
Cash-flow projection from your spending patterns + scheduled transactions. Each forecast shows a confidence interval + the assumptions behind it. Scenario planning with "what if" toggles.
- ✓12-month rolling forecast with month-end projection
- ✓Scenario planning — toggle "what if" transactions
- ✓Confidence interval narrows as the month progresses
- Aug$4,250
- Sep$4,450
- Oct$4,380
Patterns that come to you.
Natural-language summaries of your spending — where money grew, where it shrank, what unusual transactions stood out this period. Anomaly alerts when something looks off; drill-into-why on any flagged item.
- ✓Anomaly alerts when unusual transactions land
- ✓Plain-language monthly summary
- ✓Drill-into-why on any flagged insight
- Spending up 8% vs AprilGroceries +$72, eating out +$45
- One unusual transactionAWS $8,400 — vendor rate change
- Subscriptions held steadyNo new opt-ins, $430 (same as April)
Tags assigned. Receipts read.
AI proposes categories from transaction context — vendor, amount pattern, time of month. Each suggestion lands with a confidence score; approve in bulk or one-by-one. Snap a receipt, OCR extracts vendor + total + line items + VAT.
- ✓Smart category suggestions with confidence scores
- ✓Receipt OCR (vendor + total + line items + VAT)
- ✓Batch categorize entire history with one consent
- Whole Foods→ Groceries94%✓
- Carrefour→ Groceries89%✓
- AWS→ Cloud / Infrastructure?71%?
Beyond the basics.
Capabilities that activate once you cross from free into a paid tier — or when you opt in.
- Consent-first architecture
AI features ship disabled. Opt in per capability; one toggle disables everything across the workspace. Never silently active.
- Cost-bounded usage
Each AI request shows a cost estimate before execution. Set monthly spend caps per workspace. Audit log records actual vs estimate — no month-end surprises.
- Audit-friendly compliance
Every AI invocation lands in a per-workspace audit log: who, when, what data, what came back. Input + output snapshots (privacy-redacted). Compliance-grade PDF / CSV export.
Frequently asked.
- Is AI enabled by default?
- No. AI features ship disabled. You explicitly opt in per feature; you can disable everything with one click.
- How much does AI cost?
- Each request shows a cost estimate before running (typically $0.01-$0.10 per operation). Set monthly spend caps per workspace; the audit log records actual cost.
- What data is sent to AI providers?
- Only the data needed for the specific request — vendor name + amount + category for categorization, transaction list for forecasts. No personally-identifiable info beyond what you explicitly include.
- Can I disable specific AI features without disabling all?
- Yes. Each AI capability has its own opt-in toggle. Enable forecasts, leave OCR off (or vice versa). Per-feature audit logs track what's active.
Ready to organize your finances?
Free to start. No credit card. Open the demo workspace in a single click.