Question: I'm looking for a platform that can help me track and manage all my financial accounts in one place.

Monarch screenshot thumbnail

Monarch

If you want a service to monitor and manage all your financial accounts in one place, Monarch is a good all-purpose option. It includes spending management tools, investment analysis and financial planning. Monarch has AI-based transaction rules for categorization, flexible budgeting, investment tracking and a collaborative feature with secure sharing. It's got bank-level security and can be used on the web and mobile apps, with unlimited collaborators. It costs $8.33 per month (annually, $99.99 per year).

Fina screenshot thumbnail

Fina

Another all-purpose tool is Fina. It offers unlimited custom categories, personal metrics tracking, flexible budgeting and scenario planning. Fina has deep financial connections to banks, loans and investments through Plaid, with bank-level security. It's also got AI-based question-answering and uses AES-256 encryption for security. It's available in the US and Canada, with two pricing options: Essential ($5 per month) and Premium ($9.6 per month) and a 7-day free trial.

Sequence screenshot thumbnail

Sequence

Sequence is another good option for managing your finances. It automates and visualizes financial management by linking multiple accounts, including checking and savings accounts, brokerage accounts, credit cards and crypto wallets. Sequence's dynamic UI money map offers real-time updates, and you can set up custom automations with smart rules. It's got industry-leading security with FDIC insurance and offers multiple pricing options for different needs.

Cashews screenshot thumbnail

Cashews

If you want a real-time view into your finances, Cashews is an all-in-one financial management tool. You can track income and expenses, set financial goals and get smart alerts. Cashews puts a priority on user data privacy and security, with military-grade protection. The service offers flexible subscription options, including a free trial, and is designed to help you make better financial decisions and improve your spending habits.

Additional AI Projects

Canua screenshot thumbnail

Canua

Consolidate and track financial accounts, investments, and taxes in one place, automating data collection and categorization for a clear financial overview.

MX screenshot thumbnail

MX

Securely connect and verify financial data, transforming it into actionable insights and enabling personalized experiences that drive engagement and growth.

Parthean screenshot thumbnail

Parthean

Automate your finances with AI-powered tools that save, invest, and pay off debt, while providing real-time insights and personalized advice.

WeFIRE screenshot thumbnail

WeFIRE

Achieve financial independence with personalized support, 24/7, through AI-driven tools and resources that optimize financial management and decision-making.

Fortune App screenshot thumbnail

Fortune App

Automatically processes, analyzes, and forecasts financial data across 17,000+ banks, providing a unified view and actionable insights to inform business decisions.

Maxint screenshot thumbnail

Maxint

Tracks net worth, organizes transactions, and provides personalized financial recommendations in real-time, offering actionable insights to improve financial decision-making.

COUNT screenshot thumbnail

COUNT

Automate financial tasks, track expenses and income in real-time, and generate instant reports to make better business decisions with AI-powered accounting tools.

Fiskl screenshot thumbnail

Fiskl

Automate financial management with AI-powered reconciliation, multi-currency support, and seamless integrations, saving up to 80% of reconciliation work.

Kniru screenshot thumbnail

Kniru

Receive hyper-personalized financial advice and insights on investments, spending, retirement, taxes, and loans tailored to your unique situation.

Plaid screenshot thumbnail

Plaid

Connect users' financial accounts to apps and services, enabling secure payment initiation, transaction history, and real-time balance information, while reducing fraud and costs.

Midday screenshot thumbnail

Midday

Unify financial management, project tracking, and invoicing with automated insights, AI-driven financial analysis, and seamless data export for informed business decisions.

Digits screenshot thumbnail

Digits

Automates accounting tasks, providing rapid monthly close, instant reports, and live financial insights, enabling businesses to make more informed decisions.

Envestnet | Yodlee screenshot thumbnail

Envestnet | Yodlee

Access 17,000+ global data sources to gain a deeper understanding of customers' financial lives, fueling innovation and deeper customer relationships.

Kick screenshot thumbnail

Kick

Automates daily bookkeeping with real-time transaction categorization, receipt matching, and accurate financials to minimize audit risk and maximize tax savings.

Ramp screenshot thumbnail

Ramp

Automates expense management, travel, and accounting processes, providing real-time visibility and AI-powered workflows to prevent errors and overspending.

Syft screenshot thumbnail

Syft

Unify financial data from multiple sources into customizable dashboards, reports, and forecasts, with AI-powered data review for accuracy and consistency.

Brex screenshot thumbnail

Brex

Automate financial spend management with AI-powered controls, approvals, and expense tracking, maximizing resources and giving finance teams superpowers.

Butter screenshot thumbnail

Butter

Unifies financial data from various sources, providing real-time insights and customizable reporting to inform business decisions.

Osfin screenshot thumbnail

Osfin

Automate financial processes, from reconciliation to payouts, with AI-driven tools, integrating with various platforms for real-time visibility and efficient cash flow management.

Pluto screenshot thumbnail

Pluto

Get instant AI responses to investment questions, backed by real-time market data and intelligent summaries from over 40 sources, to make informed decisions.