Question: I'm looking for a tool that connects to multiple bank accounts and provides a unified view of my finances.

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Sequence

Sequence is a financial router that automates and visualizes financial management by linking multiple financial accounts, including checking, savings, brokerage, credit cards and crypto wallets. It offers a dynamic UI money map that shows your financial situation in real time, with live notifications and custom automations with smart rules. Sequence offers instant transfers, scheduling and industry leading security, making it a powerful tool for optimizing your financial flow and making smart decisions.

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Canua

Canua offers a single view into your financial life by tracking accounts, investments and taxes. It automatically aggregates and organizes data to give you a big picture view, and connects to more than 17,000 banks and brokerages, crypto wallets and exchanges. With features like automatic FBAR report filing and a network of licensed financial professionals, Canua is great for people with complex finances, helping you build wealth and achieve your financial goals.

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Fortune App

Fortune App is AI-powered accounting software that automates, analyzes and forecasts finances across multiple banks around the world. It offers features like instant transaction alerts, flexible date range selection and multi-currency support. The app offers automated bank connections, automatic categorization and cashflow predictions, making it a powerful tool to reduce manual accounting work and get a better understanding of your financial situation.

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Fina

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Fiskl

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Midday

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Parthean

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Kniru

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

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Cashews

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WeFIRE

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

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COUNT

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Butter

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

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Digits

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

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FinanceGPT

Unlock actionable financial insights with a suite of AI-powered tools, providing real-time data integration, customizable forecasting, and in-depth analysis.

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Mezzi

Consolidate accounts, optimize portfolio allocations, and minimize taxes and fees with personalized AI-powered recommendations for smart investment decisions.

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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.

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Vena

Turns Microsoft Excel into a powerful financial planning and analysis tool, streamlining planning, reporting, and analysis with AI-driven data modeling and flexibility.

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Facta

Centralize and automate financial data from multiple sources into one unified set, enabling customized business intelligence and real-time analysis.

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Brex

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

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Kairos Financial

Assembles a personalized collection of financial products using AI technology, providing a step-by-step plan to reach long-term wealth and financial goals.

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Ramp

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