CFO

Your money, understood.

Every card purchase reaches you as a bank text. This catches each one the moment it lands, works out the shop and what it was for, and keeps the running picture of where your money goes. When the month closes it checks itself against the statements, line by line.

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Dashboard·Review and teach

2,533
purchases read and named
12
months of statements
5
cards watched
3
banks
12
caught live so far
Where this has got to
Stage 3 of 5
Read the historydone
Twelve months of card statements and the bank account, read line by line and named. Every purchase given a shop, a person and a category.
Check it against your own logdone
Ten months of what you wrote down yourself, matched purchase by purchase against the cards, with the gaps found and explained rather than hidden.
3
Catch every purchase as it happenswe are here
Your phone catches each bank text the moment it arrives, reads it, and files the purchase without you touching anything.
How it works, in one loop
It catches
A card is used. The bank texts your phone. The text is read and filed as a purchase, with the shop, the amount, who spent it and a first guess at what it was.
You teach it
On the daily page the guess is already there. One tap agrees with it, one tap corrects it. That is the whole job, and it takes seconds.
It gets better
Your answer is applied everywhere that shop appears, backwards through the whole history too, so the next guess is right without being asked.
And round it goes. The more you tap, the less it has to ask.