Personal Finance Management

Personal Finance Management

As bank or an insurance company, launch for your customers with your brand in a couple of months, using our out-of-the-box PFM including all its best-of-breed digital money management features !

Accounts Dashboard

Accounts Dashboard

Checking, cards, savings, investments, stocks, loans and mortgages

Budget & Categorization

Budget & Categorization

All your transactions automatically categorized

Budget Targets

Budget Targets

Set your spending limits with budget targets

Budget Forecast

Budget Forecast

Exclusive algorithm forecasting your bottom line for the next 30 days

Transfer your money

Transfer your money

Send funds to your accounts, grow your savings or transfer money

Notifications

Notifications

Receive notifications for large expenses, bank charges or overdraft risk

Advanced Search

Advanced Search

Find an expense by the amount, date, account or category within your entire transaction history

Graphs

Graphs

Attractive and interactive graphs and charts to help fine tune your analysis

Customize

Customize

You can set expense and income categories and hide those which you don't use

Group your accounts

Group your accounts

By type : professional, personal, common, children, parents…