Personal finance app that imports bank statements and helps track spending, manage bills, and split expenses with friends
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Free
Pricing
Base: $5/month billed annually or $9.95/month billed monthly. Investor: $8.25/month billed annually ($99/year) or $12.95/month billed monthly. Both include a 7-day free trial.
Not given
Key features
Ask Claude, ChatGPT, or any MCP client about spending, budgets, and balances
10,000+ US bank connections via Plaid
Automatic transaction categorization with user-defined rules
Auto-sync transactions to Google Sheets and Excel
Track cards, loans, balances, APRs, and due dates
Split mixed purchases into budget categories
Connect investment and retirement accounts
Scheduled check-ins and recurring tasks via AI
Smart statement imports - Upload bank or credit card statement PDFs and extract transactions, balances, and dates automatically
Spending insights - Categorized transactions organized by merchant
Financial Health Score - Single score built from spending, savings, obligations, and habits
Group expense splitting - Split and track who owes what, even with people not on AlloFi
Bills & recurring payments - Detect and track upcoming bills and subscriptions
Face ID lock - Biometric security protection
Data encryption - Encrypted in transit with privacy protections
What makes it different
No data stored on servers; credentials stay with Plaid and money never moves through OpenBudget
One subscription with everything included; no ads or data selling
Automatic spreadsheet sync with no manual CSV exports
No bank login required - import statements you already have instead of connecting bank accounts
Privacy-first approach - financial data never sold or used for advertising
Automatic transaction extraction from PDFs with accuracy checks
Built for how people actually manage money today
Financial clarity without spreadsheets - organized view of all money and spending
OpenBudget
AlloFi