Universal Personal FinanceYour Finances. One Clear View.
Track spending, investments, and documents in one place — with AI-powered categorisation, multi-currency support, and beautiful reports.
Total Balance
R 142,350
Monthly Spend
R 23,870
Investments
R 87,200
Monthly Cash Flow
Recent
What's New
Email Your Bank Statements
Email PDF bank statements directly to your account. AI analyses them, categorises every transaction, and imports them automatically — no manual uploads needed.
Email Documents for AI Analysis
Email insurance policies, wills, contracts and other documents. AI generates summaries and lets you ask questions about your documents in plain English.
Import Wizard — Money In / Money Out Snapshot
The bank statement import wizard now gives you an instant “money in / money out” snapshot of your statement, so you can see exactly where your money went and allocate transactions to categories before importing.
Everything You Need to Take Control
Built for South Africans who want a clear, complete view of their money — without spreadsheets or guesswork.
Smart Bank Imports
Upload CSV statements and let AI auto-categorise every transaction — learn your habits over time.
Investment Tracking
Track portfolios across currencies with real-time valuations, buy/sell history, and performance charts.
Document Safe
Store wills, policies, and contracts in one secure place — with AI-powered summaries and Q&A.
Calendar & Recurring Payments
See every debit order and subscription on a calendar. Never miss a payment again.
Reports & Money Score
P&L, balance sheet, cash-flow reports — plus an AI-powered Money Score that grades your financial health.
Multi-Currency Support
Manage accounts in ZAR, USD, EUR, GBP and more — with automatic exchange-rate conversions.
See It in Action
Clean, fast interfaces designed to help you understand your money at a glance.
Pick n Pay
Groceries
Salary Deposit
Income
Vodacom
Telecom
Netflix
Entertainment
Every transaction, neatly organised — search, filter, and edit in seconds.
Profit & loss, balance sheets, and visual breakdowns — always up to date.
Satrix Top 40
+3.2%
S&P 500 ETF
+1.8%
Krugerrand
+5.1%
Track every holding across currencies, with real-time performance.
Get Started in Three Steps
Sign Up
Create your account in under two minutes — no credit card required.
Import Statements
Upload bank CSVs or add transactions manually. AI handles the categorisation.
See Your Full Picture
Instantly get reports, charts, and insights across all your accounts and currencies.
Join the Beta — It's Free
We're building this with real users. Sign up today and help shape the future of personal finance in South Africa.
Sign Up for Beta