NeontraTXIO
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Related Products
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About
Neontra is a made-in-Canada online solution for managing your money. It is similar to YNAB and Mint, but our goal is to become a trusted, next-generation Personal Finance Assistant (PFA) that can guide you toward a brighter, more secure financial future.
How we are different:
Neontra is forward looking — we predict your behaviour based on historical data, resulting in better goal-based planning and accurate forecasts of your financial future
Gain Personalized Insights into your financial life, including our Health Check: a report card on your finances
Expense Explorer — a deep-dive into your spending that helps you identify new ways to save
Use Neontra How You Want — connect your accounts for automatic updates, or if you prefer a more anonymous experience, import your data from files or by hand.
Security and Privacy — we are SOC2 certified, the AICPA’s most stringent criteria for security, confidentiality and privacy. Your data is safe with us.
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About
OptiVault is an AI-powered personal financial advisor app for iOS that helps users automate financial planning, optimize spending, and grow their net worth by securely syncing bank accounts, credit cards, and crypto wallets via Plaid with bank-grade 256-bit encryption and read-only access; once connected, the AI performs an instant comprehensive financial health analysis, detects wasted subscriptions and abnormal spending patterns, categorizes transactions automatically, and adjusts daily budgets without manual entry, while providing smart budgeting, net worth tracking with projection charts, automated savings transfers, and retirement planning tools. The AI scans for “vampire costs,” highlights saving opportunities, and creates a personalized roadmap toward financial goals such as emergency funds or a house, complemented by expert AI support with instant responses to questions about crypto, taxes, or budgeting.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Individuals and families that want inexpensive/free online tools to manage their money and finances.
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Audience
Individuals looking for a mobile AI financial advisor to manage money, automate budgets, and improve financial health
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTXIO
Founded: 2007
Canada
www.txio.ca
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Company InformationOptiVault
United States
optivault.co
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Categories |
Categories |
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Integrations
Flinks
Plaid
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