Your money shouldn't feel complicated.
Finally shows you exactly where your money goes and what's holding you back.
The foundation is there. A few key areas just need your attention.
We found up to $4,656/yr* you could save.
*Estimated from your actual transactions · not guaranteed.
You're not bad with money. You just can't see it clearly.
One report. Everything that matters.
This is Sarah's report, every number read from her own transactions. Yours is built from yours.
Swipe or use the arrows to see all 7 sections.
Three steps to your financial truth.
What happens to your file.
Handing over a bank statement is a big ask. Here is exactly what happens to it, start to finish.
- 01 · Your file
The export from your bank.
A list of transactions: date, description, amount. You download it from your bank’s app yourself. No login, no password.
- 02 · What we read
We read the lines. The file is thrown away.
The transactions and the last 4 digits of the account are kept encrypted, and only until step 04. If we can’t read a file, we’ll ask before keeping it to fix it.
- 03 · How we use it
Each line gets a category.
LOBLAWS becomes Groceries, NETFLIX becomes Subscriptions, and your report is built from that. We never sell it or use it for ads.
- 04 · When it’s gone
Then it’s deleted.
No account: gone after 24 hours, automatically. With an account: delete everything whenever you want.