YOUR DATA NEVER LEAVES YOUR COMPUTER

Know exactly where
your money goes

Drop your bank and credit card statements. Get instant categorization, fraud detection, and AI-powered financial reports — all running privately in your browser.

Try the Demo — FreeSign In →

Chrome required · No download needed · Works with any US bank

500+
Transaction types analyzed
100%
Private — no cloud storage
$0
Free during beta

Three steps. Five minutes.

From PDF to financial clarity.

1
📄

Drop your PDFs

Download statements from your bank's website. Drag and drop them into the app.

2
🏷️

Categorize

Transactions auto-categorize using rules you build. Click a category, done.

3
📊

Get insights

Generate an AI report that finds fraud, tracks trends, and gives actionable advice.

Everything you need to stay on top of your finances

Built for people who review their own statements — or wish they did.

🔍

AI Fraud Detection

Catches micro-charges, duplicate billings, and suspicious merchants that manual review misses.

🏷️

Smart Categorization

Build your own rules with AND/NOT logic. Your rules, your categories — no black-box algorithm.

🔒

Privacy First

Your PDFs never leave your computer. The AI sees only sanitized text — no names, no account numbers.

📊

AI Financial Reports

Narrative analysis with spending trends, income tracking, and specific dollar-amount recommendations.

📋

Action Item Tracking

Report findings become a checklist. Mark items done — the next report skips what you've addressed.

🏦

Multi-Account View

Checking, credit cards, brokerage — see everything in one unified dashboard with cross-account search.

Your data is yours. Period.

Most financial tools require bank logins and store your data on their servers.
We take a fundamentally different approach.

StatementLockMint, YNAB, etc.
Bank login requiredNoYes
Your data stored on their serversNoYes
Sells data to advertisersNoOften
Works after service shuts downYesNo
AI fraud detectionYesLimited
Custom categorization rulesFull controlTheir categories
Works with any bank PDFYesOnly connected banks
💻
Runs in your browser
No download, no install. Open Chrome and go.
🔐
PII stripped automatically
Names, SSNs, account numbers removed before AI processing.
🗑️
Delete anytime
Delete your local folder and everything is gone. Nothing to request.

See it for yourself

Explore with sample data — no signup, no PDF, no commitment.

👨‍👩‍👧‍👦 Professional Family Demo⛳ Active Retirees Demo
Get Started — Free During Beta