Cash
Bank balances and cashflow, linked live
Connect accounts for live money in and out, or keep CSV and manual entry when you prefer full control.
What you get
Built for a clear picture of this part of your wealth — without the noise.
Live bank feeds
Link accounts so balances and transactions stay current without daily CSV chores.
Assign to wealth
Tag cash to properties, goals or general reserves so it shows in the right place.
Manual still works
CSV and manual entry remain available when a feed is not the right fit.
Ready when you are
Early access is open. Join the waitlist and we will invite you as seats free up.
Get Early Access