Transactions on
autopilot
Automatically sync transactions across all your accounts. With AI-powered categorization and account balance calculations, no more manual data entry or account reconciliations.
Multiple Categories
AI powered transaction categorization with multiple categories, like #tags. Bulk edit, color code, and organize categories effortlessly.
Transaction Trends
Visualize transaction trends with interactive charts. Transform your financial data into actionable insights.
Payments & Transfers
First-class support for payments and transfers. Balance automatically detects credit card or loan payments as well as account transfers.
Powerful Filters
Narrow down transactions with precision filters for date, amount, category, merchant, account, and more. Use AI to find transactions using plain English.
Export Transactions
Filter and export transactions. Use it for tax purposes or exporting them to spreadsheets for custom analytics.
Custom Views
Save filters as custom views to quickly access transactions and view trends. Views let you instantly jump to the exact data you need.
