Connect Your Bank
Choose a region or try demo mode to get started.
Try Demo Mode
Explore features safely with simulated banking data.
Select Institution
Search for your bank or provider below.
Configure Connection
Set your preferences and connect securely.
How long the link stays active.
How far back to fetch transactions.
Account Portfolio
Overview of your connected financial data.
Connected Banks
No banks connected yet
Subscription Required
To connect to real banking institutions, you need an active subscription with a valid API key.
You can still use Demo Mode to explore features with simulated data — no subscription needed!
Transaction Categories
Organize and categorize your transactions.
AI-Powered Categorization
Let Gemini AI suggest categories for uncategorized transactions.
Set your Gemini API key in Settings first
Mapping Sheet
Define rules to auto-categorize transactions.
Apply Categories
Run your mapping rules on all transactions.
Add keywords in the Mapping sheet (e.g., "Amazon" → "Shopping"). Then click "Categorize" to apply rules to all transactions.