Maxint

The product is a modular financial workspace that aggregates banks, brokerages, crypto, and real estate into a unified net worth view and provides portfolio building with rebalancing, double-entry accounting, and AI models to interpret spending and investments. It solves fragmented tracking across multiple apps and passive tools that only report history without insight. It sells to consumers managing personal wealth including students, professionals and active investors, and to small business owners and startups managing business finances. It is delivered as a SaaS workspace with a free tier across iOS, Android, macOS, Windows, Linux and web, positioned as active intelligence that interprets data rather than only aggregating it.

Key features

• Unified net worth tracking
• 15,000+ institution integrations
• CSV import for custom assets
• Asset allocation breakdown
• Debt-to-income ratio monitoring
• Personal inflation rate calculation
• Effective tax rate analysis
• Automated transaction categorization
• Real-time budget utilization tracking
• Recurring subscription and bill tracking
• Predictive cash flow forecasting
• Portfolio builder with rebalancing
• Tax-loss harvesting
• Risk metrics Sharpe and Beta
• Diversification score and dividend yield
• Double-entry accounting
• Instant invoices and recurring billing
• Invoice and receipt OCR parsing
• MCP Server for local LLMs
• Finsight AI analyst Q&A