Manage finances with integrated banking, investing, and insurance tools. View account balances, transfer funds, and track investments in real time. Set budget alerts, monitor spending, and access policy details for insurance coverage.
Log expenses via text messages with simple formats like "groceries $40". View weekly spending insights and summary reports. Set limits and receive notifications. No bank linking or sensitive data collection required.
Track expenses, income, subscriptions, and inventory with time-based filters. Monitor business revenue, expenses, profit, and inventory. Set budget limits with category history. View upcoming bills and subscription details.
