Keep track of the numbers. Stay in control.
For households running real money across banks, brokerages, and chains. Read-only by design — we can't move your money, and we'd rather you could leave than feel locked in.
- 12,000+ institutions
- Read-only connections
- AES-256 + TLS 1.2+
Reviewed by Clarity Editorial
About the founder

From the founder
Zachary Roth
Five apps open every Sunday and I still couldn't tell you my real cost basis. Exchanges disagreed. Recurring charges hid. CSV exports broke the moment I needed them. The “AI insights” were guesses dressed up as advice.
So I built the tool I'd been trying to assemble from duct tape — one current picture, every account openable down to the transaction, and an export that works on day one and day one thousand.
A few things I won't compromise on:
- We never receive your credentials. Connections are read-only. We can't move your money even if we wanted to.
- You own the exit.Full CSV, one click, any day — no “contact support.” We don't resell your data, either.
- Depth, not just dashboards. Every account, asset, and transaction has its own page worth opening. No filler tiles, no dead-ends.