AI-Powered Financial Intelligence

Instantly know where your money stands—and exactly what to do next

Get 24/7 financial-health monitoring with expert-level, personalized guidance that adapts to your unique situation.

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Bank-level security
AI-powered insights
Coming soon

Stop flying blind with your finances

Most people check their finances once a month. Your money moves every day.

No visibility

Scattered accounts, hidden fees, and missed opportunities cost you thousands yearly.

Reactive decisions

By the time you notice problems, damage is done. Late fees, missed savings, poor credit moves.

Instant clarity

See everything, understand everything, act on everything—before small issues become big problems.

Your complete financial command center

End-to-end personal-finance platform that meets you exactly where you are.

Connect

Secure, read-only access to all your accounts

Analyze

AI processes your complete financial picture

Recommend

Get personalized, actionable insights

Act

Take steps to improve your financial health

Watch AI analyze your finances in real-time

Credit Tech AI Assistant

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💡 Recommendation

Switch your Chase Freedom card balance to the 0% APR offer from Capital One. This move will save you $347 in interest over 12 months.

$1,247
Potential savings
742
Credit score
+23
Points this month