How It Works
From chaos to clarity in 4 steps.
No spreadsheets. No financial advisor appointment. Just honest numbers and a clear path forward.
01
Add Your Core Data
Add debts, subscriptions, income, and manual accounts in minutes. No bank linking required.
- Credit cards, auto loans, student loans, mortgages
- Manual account tracking for real balances
- Secure dashboard storage on paid plans
Step 1 visualization
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Upload Statements
Drop CSV/PDF statements into AI chat and get a clean expense summary, top spend categories, and account match suggestions.
- Drag & drop file upload
- Expense totals and top transactions
- Suggested account match from your dashboard
Step 2 visualization
$0+ interest saved03
Confirm AI Actions
When AI proposes a change (like account deduction or item deletion), you get a summary and must explicitly confirm before anything is applied.
- Action summary cards before execution
- Safe account and subscription operations
Step 3 visualization
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Track & Improve
Monitor health score changes, payoff projections, and subscription impact while iterating your plan month by month.
- Financial Health Score progression
- Strategy comparison and timeline updates
- PDF export (Paid)
- Shareable progress card
Step 4 visualization
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