Personal and small business financial management platform.

This is currently a closed-source work-in-progress.

Features

• Import transactions from banks, brokerages - syncs via browser extension from your devices
• Security-first - we never ask for your bank password!
• Automatic and manual categorization for spend and income breakdowns
• Accounting rigor for cashflow analysis in, out, and between your personal and business accounts
• Employee payroll calculation and payslip generator
• Net worth and budget trends

Technology

• Built with Graphile, PostgreSQL, Plasmic, Spring Boot, GraphQL