If you're looking for a more personalized financial management tool, Parthean is a good choice. This AI-based system automates and optimizes financial tasks like saving, investing and paying off debt. It also includes features like real-time spending tracking, round-up savings and personalized financial planning. Parthean also offers real-time spending alerts and personalized investment advice so you can keep a pulse on your financial situation.
Another good choice is Timmy, an AI-based app that generates personalized budgets and sends weekly to-do lists to keep you on track. By processing transactions in real-time and learning about your spending patterns, Timmy can provide personalized advice to help you achieve specific financial goals. It connects to your bank account securely through Plaid and uses OpenAI's Language Model to provide expert financial advice.
Fina is a general-purpose financial tracking tool that lets you manage your money with unlimited custom categories, personal metrics tracking and flexible budgeting. It also includes scenario planning and deep financial integration with banks, loans and investments. With security protections like AES-256 encryption and TLS, Fina protects your data.
If you want a broader perspective, Canua offers a unified view of your financial life by tracking accounts, investments and taxes. It includes an automated personal finance assistant and connects to more than 17,000 banks and brokerages, so it's good for people with more complicated finances. It also has relatively low pricing and a network of licensed financial professionals who can advise you.