Your Own Financial Assistant
Ask questions about your finances in plain English. Get instant answers about your spending, income, portfolio, budget performance, and more—all powered by AI.
AI Financial Assistant
Preview how the AI assistant answers questions about your finances in plain English.
Natural Language Chat
Ask questions about your finances just like you'd ask a friend. No need to learn complex queries or navigate menus—just type what you want to know.
Ask questions in plain English
Get instant answers about your finances
Chat history saved automatically
Pick up conversations where you left off
Open any insight card in chat for follow-up questions
Comprehensive Insights
The AI assistant can answer questions about transactions, spending patterns, portfolio history, budgets, recurring payments, and connected accounts—all from a single conversation.
Explore transaction history and find purchases
Understand your budget performance
Identify recurring payments and subscriptions
Review connected accounts and their status
Transaction Search
Find specific transactions using natural language queries
Spending Analysis
Get insights into your spending patterns and trends
Portfolio Tracking
Ask about your portfolio and how it's changed over time
Conversation History
All your conversations are saved for easy reference