Monarch Alternatives

If you're looking for a Monarch alternative, Canua could be a good option. Canua is a full-featured personal finance tool that can automatically fetch and categorize data. It's geared for people with complicated finances, like expatriates and people with multiple jobs. Among its features are automatic FBAR filing, integration with more than 17,000 banks and brokerages, and a network of licensed financial advisors for questions.

Another contender is Mezzi, an investment management service that's got a reputation for using AI to optimize your portfolio and cut fees. Mezzi also can help you save on taxes and analyze markets, and it's a good option for investors who want to make more informed decisions. It protects privacy and doesn't sell your data to third parties.

If you're looking for a general-purpose financial tracking tool, Fina is worth a look. Fina has unlimited custom categories, flexible budgeting and scenario planning, and bank-grade security. It includes features like transaction categorization, AI-powered question-answering, and deeper financial connections to banks, loans and investments via Plaid.

Last, FinanceGPT is a powerful information retrieval system using generative AI to help investors and financial managers make decisions. It's got a variety of financial analysis tools, including balance sheet and cash flow analysis, equity research and tax planning. It's good for complicated financial situations and for generating information that's useful to you.