Treasury

A personal finance application that tracks accounts, transactions, and net worth, and provides AI-driven insights to identify savings opportunities. It serves individuals and households seeking to manage their finances more effectively. The product is delivered as a SaaS platform with a mobile app, offering a flexible, spreadsheet-like approach with automated tools and personalized advice.

Key features

• Track all accounts in one place
• AI money advisor grounded in your finances
• Personalized savings opportunities
• Current tax and contribution limits
• Context-aware financial advice
• Budgeting and expense tracking
• Net worth monitoring
• Recurring transaction management