Question: Do you know of a tool that offers expense management and budgeting tools, along with personalized spend tips for customers?

If you're looking for a tool that can handle expense tracking and budgeting, along with personalized spending advice, Sensibill is worth a look. The customer data platform lets financial institutions collect and process customers' spending data, including receipt and invoice OCR, expense tracking and personalized spend advice. It's designed to help deliver personalized customer experiences and to help financial institutions generate revenue and engagement.

Another contender is Cashews, an all-in-one financial management tool. It offers real-time financial transparency, flexible expense tracking and goal-based financial planning. You can set smart alerts, track income and expenses, and get insights to make informed financial decisions. Cashews prioritizes user data privacy and security, so it's a good choice for those who want to get a handle on their finances.

For a more complete financial management package, Monarch combines account tracking, spending management and investment analysis. It includes AI-based transaction rules, flexible budgeting and investment tracking. Monarch also offers secure collaboration and a customizable dashboard, so it's a powerful tool for working toward your financial goals.

Last, Parthean offers AI-based financial management with round-up savings, real-time spending insights and personalized financial planning. The app offers real-time spending alerts and personalized investment insights, and it protects your data with bank-level encryption. It offers a flexible subscription model and supplements its app with a newsletter and educational materials.