How It Works

Get your finances organized in just 5 minutes. Here's how to get started.

1

Create Your Free Account

Less than 1 minute

Sign up in under a minute with just your email. No credit card required, no hidden fees. Your account is ready instantly.

2

Import Your Transactions

About 2 minutes

Upload a PDF bank statement and watch as our AI extracts all your transactions automatically. Or add transactions manually if you prefer.

3

Review AI Categorization

About 1 minute

Our AI automatically categorizes your transactions. Review and adjust if needed - the AI learns from your corrections and gets smarter over time.

4

Set Your Budget Goals

About 1 minute

Define monthly budgets for each category. Set savings goals and track your progress with visual charts and notifications.

5

Track & Grow Your Wealth

Ongoing

Monitor your spending, watch your savings grow, and track your net worth over time. See projections of your financial future.

What You'll Achieve

Financial Clarity

Know exactly where your money goes each month.

Better Savings

Identify spending leaks and save more money.

Goal Achievement

Stay motivated with progress tracking.

Financial Freedom

Build wealth and achieve independence.

Ready to Get Started?

Join thousands of users who have taken control of their finances.