From CSV to financial clarity in four steps.
No complicated setup. No bank integrations. Just export, drop, and understand. Everything below is the actual product — not a tutorial, not a mock-up.
Drop your bank CSV.
Export a statement from any bank's website — Chase, HSBC, Emirates NBD, Barclays, or wherever you bank. Drag the file in. We parse and categorise every transaction in under a second.
- Works with any CSV that has date, description, and amount columns
- Column mapper handles unfamiliar bank formats
- Prefer manual? Add transactions one-by-one instead
Your full picture, instantly.
The moment parsing completes, you land on the Overview: available to spend, 6-month cashflow, net worth, and a single financial health grade. Nothing to configure.
- Spending pace shows if you're on track for the month
- Health grade across 5 pillars — savings, subs, budget, income, debt
- Zombie subscriptions auto-detected in the first pass
Set limits. Hit targets.
Budget your categories. Track a savings goal. See your FIRE date update live as you move the sliders. This is where the numbers become decisions.
- Category budgets with early-warning thresholds
- FIRE calculator uses your actual spend, not an estimate
- Savings goals track real progress across accounts
Talk to your money.
Solv AI has full context of your actual data — spending, budgets, net worth, FIRE goal. Ask anything. Get specific answers grounded in your numbers, not generic tips.
- Grounded replies cite the exact transactions behind claims
- Topic-restricted: won't drift off personal finance
- Every answer is reproducible from your actual data
Four steps. Sixty seconds.
No credit card. No bank connection. Start with one CSV.
Get started