✓Spot bills & subscription price-hikes before they charge
✓Keep bills, receipts, and tax docs organized
Read & send are approval-gated; connected via Unipile's verified app — we never see your password, disconnect anytime. Then everything appears in your Inbox.
AI assistant · your data
Let the AI use my financial data
On: it answers from your real balances & spending (a compact summary is sent to the AI to reply). Off: it can still navigate the app, but never sees your numbers.
Used only to answer your own questions — never to train models. Change it anytime.
Sign-in methods · one account
Loading…
Add an email or phone and you can sign in with any of them — same account, same data. Bank-first sign-in links automatically when the bank's email matches.
Two-factor authentication
Loading…
Add an authenticator app (Google Authenticator, 1Password, Authy) for a second layer of security. Optional.
Read-only bank and inbox data · decision-support, not advice.