See bank fees and subscriptions on your statement PDF
AI personal finance management that diagnoses your finances and ranks what to do next with dollar impact
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CA
US
Pricing model
Freemium
Freemium
Pricing
Free: $0 USD (one statement per month). Pro: $5.99 USD per month or $47 USD per year (save 35%). Pro Canada: $7.99 CAD per month or $64 CAD per year. Sales tax applies where applicable.
Free: one complete financial analysis and one portfolio review, no card required. Lodestar Plus $14.99/mo or $149.99/yr (7-day free trial available).
Key features
Upload bank statements in PDF format
Identify and list all bank fees
List all subscriptions found in statements
Categorize all charges automatically
Process statements locally without uploading
Annual fee estimates for each bank charge
Tips on negotiating with banks to remove fees
Download charges as spreadsheet
See spending breakdown by month
Support for major US and Canadian banks
Live net-worth simulator with Monte Carlo ranges
Personalized opportunities based on job, employer benefits, age, location, and account structure
Portfolio structural score and plain-English review of actual holdings
Tax strategy center with CPA-ready guidance
What makes it different
No bank login or account required to analyze first statement
PDF never leaves your device
Converts fees to annual figures for easy comparison
Customizable charge categories
Forward-looking prescriptive approach, not backward-looking tracking—ranks what to do next by dollar impact
Every dollar figure computed by deterministic engine, never guessed by AI
Flat fee model regardless of asset size, removing conflicts of interest
Complete analysis available free before upgrading, no teaser tier