See bank fees and subscriptions on your statement PDF
AI-powered personal finance app that connects your financial accounts and suggests your smartest next move.
Stage
Not given
Startup
Founded
Not given
2025
Based in
CA
US
Pricing model
Freemium
Free trial
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.
14-day free trial with full access to all features. After trial: $9.99 per month or $79 per year. Cancel anytime during trial with no charge.
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
AI Financial Advisors - 8 specialized agents personalized to your situation
Automatic bank, card, and brokerage syncing with nightly transaction refresh
Net worth tracking with peer percentile comparisons
Smart budgeting with rollover and visual progress rings
Goal forecasting with AI-powered projections
Cash flow visualization with interactive Sankey diagrams
Recurring charge and bill detection with price increase alerts
Weekly personalized audio briefing
Read-only bank connections through Plaid
Encrypted bank access tokens with no credential storage
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
All 8 specialized AI agents included in every plan with no tiers or feature gates
One prioritized next action based on your complete financial picture
Full access during 14-day free trial with no charge if canceled
Locked-in pricing for all subscribers even after price increases
Expenvo
PocketBuddy