AI-Powered Financial Analysis

Know Exactly Where Your
Money Is Going

Upload any bank statement, CSV, or financial document. Our AI analyzes every transaction and delivers a professional-grade financial health report in minutes.

One-time fee · $15 · Instant PDF delivery · No subscription

Bank-level encryption
Files deleted after analysis
Report ready in ~60 seconds
Secure Stripe payments

Sample Report

What You'll Receive

A beautifully formatted PDF with every number that matters about your finances.

Financial Health Report

Period: January 2025  •  Generated today
76

Good  ·  Health Score: 76 / 100

You have a positive cash flow and consistent income. Your main opportunity is reducing discretionary spending, particularly dining and subscriptions.

Total Income
$5,420
Total Expenses
$4,180
Net Cash Flow
+$1,240
🏠 Housing
35%
🍽 Food & Dining
22%
🚗 Transport
14%
📱 Subscriptions
9%
🛒 Shopping
20%
⚠ Dining is 22% — above recommended 15% ✓ Positive cash flow every month 💡 $380 in unused subscriptions detected ✓ Housing ratio is healthy at 35%

How It Works

Three Simple Steps

From upload to insights in under two minutes.

1

Pay Securely

One-time $15 payment via Stripe. No account needed, no subscription.

2

Upload Your Document

Bank statement, CSV, Excel, or even a photo of your statement. We support all formats.

3

Download Your Report

Receive a detailed PDF with your health score, spending breakdown, and personalized action plan.

What's Included

Your Complete Financial Picture

Every report includes all of the following.

🏥

Financial Health Score

A clear 0–100 score with a plain-English breakdown of what it means.

📊

Spending Categories

Every transaction categorized — housing, food, transport, subscriptions, and more.

💸

Where Your Money Went

Visual breakdown of income vs. expenses with your top merchants highlighted.

⚠️

Red Flags & Warnings

Unusual spending patterns, overdraft risks, and subscription leaks identified automatically.

💡

Personalized Insights

AI-generated observations specific to your spending habits and financial goals.

🎯

Action Plan

5–10 concrete, prioritized steps to improve your financial health starting today.

Ready to understand your finances?

Upload your statement now and get your personalized financial health report in minutes.

🔒 Secure payment  ·  Files deleted after analysis  ·  No subscription

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