Your financial life,
understood.
Upload your Canadian bank statement and get instant clarity — spending patterns, subscription leaks, better credit card options, and high-interest savings accounts tailored to you.
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How It Works
Upload Your PDF
Drop in your bank statement from CIBC, TD, RBC, BMO, Amex, or any Canadian bank.
AI Extracts & Categorizes
Claude AI reads every transaction, categorizes spending, and detects recurring subscriptions.
Get Smart Insights
Receive tailored recommendations — better credit cards, HISA rates, and debt strategies.
Everything You Need
Month-over-Month Analytics
See how your spending shifts each month with visual breakdowns.
Recurring Detection
Automatically surfaces subscriptions and recurring charges you might have forgotten.
Smart Profile Recommendations
Your financial profile (cards, loans, RRSPs) shapes every recommendation we make.
Refund Tracking
Every refund, reversal, and credit is tracked and shown separately from income.
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