AI assistant personal budget platform that unifies bank accounts, cards, brokerages, and crypto wallets, then layers tax snapshots and creditor/debtor intelligence on top of raw statement data.
Connect wallet, bank, credit, and brokerage accounts with one transaction timeline.
Track who you owe and who owes you, including terms not visible in standard statements.
Estimate tax burden from realized gains and spending behavior with actionable alerts.
Expected CSV Format:
Date, Description, Amount, Sender/Receiver
01/15/2024, Grocery Store, -125.50, Whole Foods
01/16/2024, Salary Deposit, 3500.00, Employer Inc