Perplexity Personal CFO
Personal CFO is a personal finance experience within Perplexity Computer. Individuals can connect financial accounts through Plaid and ask questions about balances, transactions, investments, loans, budgets, and financial goals. Users can request analysis, build dashboards around their information, and create recurring finance check-ins. Tasks include reviewing portfolios by asset class and risk, tracking spending and net worth, planning budgets and savings targets, and modeling debt repayment or other decisions. The experience can combine connected account information with current market data to support financial research and planning. Account connections are read-only. Personal CFO is available in the United States and Canada and is a feature of Perplexity Computer, not a separate finance application.
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MoneyPatrol
MoneyPatrol is a free tool designed to help you monitor your personal finances. Our users have reported an average of $5K+ positive impact on their personal finances. MoneyPatrol is a comprehensive money management, budgeting, and personal accounting application designed to easily track income, expenses, cash flow, bills, budgets, balances, debts, net worth, and credit score. MoneyPatrol offers a gamut of features and functions for effective and successful money management. The application is designed specifically to help you focus on understanding your finances better so that you can monitor spending, improve savings, lower debts, improve credit scores, grow investments, and increase net worth. View all transactions in detail and accurately track income, expenses, bills, and transfers. Easily spot unauthorized and fraudulent transactions. Get alerts about money coming in and going out of your accounts. Receive detailed insights about your spending and expense patterns.
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WealthNX
WealthNX AI brings personal finance, investing and AI into one experience. Users can track net worth, budgets, cash flow, debt, investments and crypto; scan receipts; track recurring bills and subscriptions; review portfolio exposure, earnings, insider transactions and market news sentiment; and ask questions through Wealth Genie, AI Stock Assistant and AI Crypto Assistant.
WealthNX also supports household and family views, custom Build Mode and voice experiences. Connected-account access is read-only, and WealthNX does not move money or place trades. Information is for informational and educational purposes and is not investment, tax or legal advice.
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Gains App
The AI-powered budgeting app that helps you save money on your weekly shopping. Connect your bank accounts using open banking and set budgeting and savings goals, chat to Gains your AI-powered financial assistant to learn more about your spending habits, and get cashback on everything you buy at partner retailers.
Save 30 mins a week chatting with your money
Chat with your new financial best mate and get instant answers about where your money goes, and how to make it go further. No more boring spreadsheets.
Smart budgeting tools to plan your spending
With smart categorisation and goal tracking Gains helps you feel confident about your finances – improved financial confidence is linked to increased net worth.
Earn on average 7%* cashback on your
everyday spending
Get cashback on groceries, clothing, household essentials, travel and more – with offers personalised to where you shop.
Using industry standard Open Banking technology so you can earn rewards with confidence
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