If you're looking for a service that automates money transfers based on your own rules and conditions, Sequence is a great option. It links multiple financial accounts and offers dynamic UI money maps for a real-time view of your money. The service lets you set up your own automation with smart rules and conditional logic, so you can transfer money when conditions are met. It also offers instant transfers, scheduling and various pricing plans, so it's a good all-purpose tool for managing your money.
Another good option is Parthean, an AI-based financial management service that automates savings, investments and debt repayment. Parthean offers features like round-up savings, real-time spending tracking and personalized financial advice. It also handles transactions with bank-level encryption and anonymizes data processing, so it's designed to be easy to use with a subscription-based model.
If you want to focus on business financial operations, Osfin is a powerful service that automates tasks like reconciliation, invoicing and payouts. It can link to a variety of tools for real-time cash flow visibility and to streamline financial operations, helping businesses reduce the time and effort spent on financial chores.