Your financial picture
in under 60 seconds
Drop a PDF bank statement. No bank login. No credentials. Just your statement file.
Works with: TD · RBC · CIBC · Scotiabank · BMO · Chase · Wells Fargo · Bank of America · Citi · Capital One · and more
What happens to your file
- 1
Sent securely
Your PDF travels over HTTPS — the same encryption your bank uses.
- 2
AI reads every transaction
Our AI categorises each line item and detects patterns. Takes about 30–60 seconds.
- 3
Stored encrypted
The file is saved in Google Cloud, encrypted at rest, and private to your account only.
- 4
Never shared or sold
Your financial data is never shared with advertisers, data brokers, or third parties.
Unlike Mint or Credit Karma — we never ask for your banking username or password. A PDF is all we need, and you stay in control.
“Found $340/mo in forgotten subscriptions on my first upload.”
“Finally a finance app that doesn't need my banking password.”
What you'll discover
From a single month's statement
- Net worth snapshot (assets − liabilities)
- Spending breakdown by category
- Income sources identified
- Subscriptions & recurring charges detected
- Savings rate calculated
- AI insights to save more
Upload more months to unlock trend analysis, spending forecasts, and AI-powered planning tools.
Our privacy promise
- Your banking login is never requested or stored
- Your file is encrypted and private to your account
- We don't sell or share your financial data
- No ads. No data brokers. Revenue comes from subscriptions only.
How to get your statement PDF
- 1Log in to your bank's website (not this app)
- 2Go to Statements or Account History
- 3Download last month as a PDF
- 4Drop it above — we handle the rest
Free to start
Upload your first statement at no cost.
Pro plan unlocks unlimited history & AI insights for $9.99/mo.