Your net worth on one page: bank, brokerage and crypto balances minus debts, with optional daily refresh. Read-only; never moves money or asks for passwords.
Reads your X Money account every week and sends a spending report sorted by category, with cash-back, interest, recurring charges, and goal progress. Read-only by default; no money moves without your approval.
Finds money leaks in subscriptions and recurring bills, drafts cancel steps and negotiation scripts, and hunts refunds you're owed. Read-only until you say yes.
Read-only personal finance desk for cash, debts, bills, subscriptions, investments and net worth; can share a joint payoff plan with a partner's bot via Sheets.