AI-powered wealth management

Track.Optimize.Grow.

Created by Bankers, for Bankers

Take control of your finances with AI-powered expense tracking, personalized spending insights, and retirement planning tools.

Start for freeDiscover features
Free to useAI-poweredAuto-categorize

Net Worth

$0

+12.4%vs last month

Expenses

$3,200

Income

$8,400

Savings

$5,200

Everything you need

Powerful features,
simple interface

CSV Import

Import transactions from any bank with a single CSV upload. Smart column mapping handles various formats automatically.

Smart Categorization

Keyword-based auto-categorization learns from your choices. Assign keywords and watch thousands sort themselves.

Visual Analytics

Stacked bar charts, donut breakdowns, and trend lines give you a complete spending picture.

Privacy Controls

Built-in visibility toggle masks all financial data on screen. Review your dashboard in public.

Lightning Fast

Real-time updates, instant search across thousands of transactions. Everything loads in milliseconds.

Retirement Simulator

Run thousands of Monte Carlo market scenarios to stress-test your retirement plan. Model different withdrawal strategies, income streams, and see your probability of success.

AI Spending Insights

Get personalized suggestions to optimize your spending habits. AI detects patterns and recommends where you can save — from dining out to subscriptions.

Wealth Management

Track net worth across stocks, bonds, real estate, crypto. Multi-currency support with automatic FX conversion.

Smart Recommendations

Receive actionable tips like using rewards apps, finding discounts, or switching to better credit cards.

Beyond expense tracking

From daily spending
to retirement goals

Track every dollar, optimize your habits with AI, and plan your financial future. FinAISense combines expense management with wealth intelligence.

Start your journey

Expense Categories

🍔Food & Dining
🏠Housing & Rent
🚗Transportation
🛒Groceries
💡Utilities
🎬Entertainment

AI & Wealth Tools

📈Retirement Projections
🧠AI Spending Coach
💳Rewards Optimization
🔄Subscription Audit
🎯What-if Scenarios
📊Benchmark vs Peers

Get started in minutes

Four simple steps

01

Import your data

Upload a CSV export from your bank. Our smart mapper detects columns automatically — date, description, amount — no manual setup needed.

02

Set up categories

Create categories and assign keywords. FinAISense suggests common keywords from your transaction descriptions to speed things up.

03

Auto-categorize

Hit one button and watch your transactions get sorted instantly. Keyword matching categorizes hundreds of transactions in seconds.

04

Get AI insights

Receive personalized spending tips, benchmark your habits, and run what-if retirement scenarios — all powered by AI.

Testimonials

What our users say

“

The AI told me I was spending 40% more on dining out than average. That one insight saved me $300 a month. The auto-categorization is a game-changer.

Built by people who understand finance. The retirement simulations and what-if scenarios are exactly what I use with my own clients. Brilliant tool.

I imported 2,000 transactions and had them categorized in minutes. Then the AI suggested I switch to a rewards card — already earned $150 in points.

Sarah M.

Freelance Designer

Your data is safe

Security is our
top priority

Encrypted Authentication

Your passwords are securely encrypted and never stored in plain text. Industry-standard protection.

Secure Sessions

Every session is fully authenticated and encrypted. Unauthorized access is blocked automatically.

Privacy by Design

Built-in visibility controls let you mask all financial data on screen. Your data, your rules.

FAQ

Common questions

Your finances, optimized

Join users who track smarter, spend less, and plan their retirement with confidence. Free, private, and created by bankers who know what matters.

Get started — it's free