Created by Bankers, for Bankers
Take control of your finances with AI-powered expense tracking, personalized spending insights, and retirement planning tools — all in one beautifully designed dashboard.
Everything you need
Import transactions from any bank with a single CSV upload. Smart column mapping handles various formats automatically.
Keyword-based auto-categorization learns from your choices. Assign keywords to categories and watch thousands of transactions sort themselves.
Stacked bar charts split by category, donut breakdowns, and summary cards give you a complete picture of your spending patterns.
Built with Next.js and optimized for speed. Real-time updates, instant search, and a snappy data grid for thousands of transactions.
Built-in visibility toggle masks your financial data on screen. Perfect for reviewing your dashboard in public without exposing numbers.
Navigate between months to compare spending. See how your habits change over time with 12-month rolling analytics.
Get personalized suggestions to optimize your spending habits. AI detects patterns and recommends where you can save — from dining out to subscriptions.
Receive actionable tips like using rewards apps, finding discounts, or switching to better credit cards — tailored to your actual transaction history.
Model your path to retirement with Monte Carlo simulations and what-if scenarios. See how cutting expenses today impacts your future wealth.
Beyond expense tracking
Track every dollar, optimize your habits with AI, and plan your financial future. FinAISense combines expense management with wealth intelligence — so you can spend smarter today and retire on your terms.
Start your journeyExpense Categories
AI & Wealth Tools
Get started in minutes
Upload a CSV export from your bank. Our smart mapper detects columns automatically — date, description, amount — no manual setup needed.
Create categories and assign keywords. FinAISense suggests common keywords from your transaction descriptions to speed things up.
Hit one button and watch your transactions get sorted instantly. Keyword matching categorizes hundreds of transactions in seconds.
Receive personalized spending tips, benchmark your habits against peers, and run what-if retirement scenarios — all powered by AI.
Testimonials
“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.”
Your data is safe
Passwords are hashed with bcrypt. Your credentials are never stored in plain text.
JWT-based authentication with Auth.js keeps your sessions safe and prevents unauthorized access.
Built-in visibility controls let you mask all financial data on screen. Your data, your rules.
FAQ
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