The Financial Record You Were Trying to Build in Spreadsheets.

Connect supported accounts — banks, brokerages, retirement, and credit cards — and see available balances and transactions in one place. Fewer tabs, fewer manual updates, and a clearer daily record.

Every morning, your AI-assisted briefing summarizes visible changes: account movements, portfolio drift, upcoming bills, and goal progress. The summary is informational only and based on the records you connect.

Supported account statements and records can be imported into a readable view. Availability depends on document type, account provider, and release scope.