Personal & Business Finance

Your Complete AI-Powered Financial Command Centre

Track income, expenses, assets, and liabilities across personal and business books. AI scans your receipts and bank statements, reducing manual work by ~80%. Real double-entry accounting, simplified into a clean, modern experience.

No credit card required. Free plan available.

Total Net Worth

$284,520

+12.4%
Total Assets

$312,400

Liabilities

$27,880

JanDec

0k+

Active Users

0k+

Transactions Tracked

0+

Currencies Supported

0.0%

Uptime Guarantee

Why Manage Wealth

Financial clarity, without complexity

AI-powered tools that scan, categorise, and organise your finances — so you spend less time on data entry and more time building wealth.

AI That Does the Heavy Lifting

Scan receipts and bank statements with AI — transactions are extracted and categorised automatically. Cut ~80% of manual data entry and focus on what matters.

One App, All Your Finances

Manage personal savings, business accounts, and family budgets in separate books — all within a single, unified platform. No more juggling between apps.

Real Accounting, Simplified

Powered by proper double-entry accounting under the hood, but designed for people who don't think in debits and credits. Professional accuracy, effortless experience.

Works Everywhere You Do

Access your financial data from any device — desktop, tablet, or phone. Your data syncs instantly across all platforms, so your finances are always at your fingertips.

Features

Everything you need to manage your wealth

From AI-powered receipt scanning to comprehensive balance sheets — Manage Wealth gives you the tools for complete financial visibility with minimal manual effort.

Multi-Book Management

Organise your finances across separate books for personal, business, and family use — all within a single account.

AI-Powered Tracking

Scan receipts and bank statements — AI extracts and categorises transactions automatically. Reduce manual entry by ~80%.

Assets & Liabilities

Track what you own and what you owe. Monitor bank accounts, investments, property, loans, and credit in one place.

P&L & Balance Sheet Reports

Generate professional Profit & Loss and Balance Sheet reports powered by real double-entry accounting.

Multi-Currency Support

Work in over 30 currencies with automatic exchange rate conversion. Perfect for international finances.

Smart Document Scanning

Snap a photo of any receipt or invoice — AI reads the details, extracts amounts, and links them to transactions automatically.

Team & Family Sharing

Invite members with role-based access — Owner, Admin, Editor, or Viewer. Collaborate without compromising control.

Secure Password Vault

Store sensitive credentials in a PIN-protected vault within each book. Your financial passwords, safely organised.

For Individuals

Personal finance, beautifully organised

AI scans your receipts and statements, categorises transactions, and gives you a clear picture of your finances — so you can focus on building wealth, not data entry.

Individuals

Snap receipts, scan statements — AI logs and categorises everything. See your complete financial picture without the manual data entry.

Couples & Families

Share financial books with your partner or family. AI keeps transactions organised while role-based access keeps everyone informed without compromising control.

Wealth Builders

AI tracks assets across bank accounts, investments, and property. Monitor liabilities and watch your net worth grow — with intelligent insights along the way.

Net Worth

$156,320

+8.2% this year
Assets $184kLiabilities $28k

This Month

+$5,200

Income

This Month

-$3,180

Expenses

Business P&L

$42,800

Net Profit (YTD)

📊

Revenue

$128,400

Team

6 Members

For Business

Business finances, structured and visible

From solo founders to growing teams — AI handles receipt scanning, transaction categorisation, and reporting so you get financial clarity without enterprise complexity or cost.

Founders & Freelancers

Scan invoices and receipts with AI — transactions are logged and categorised instantly. Generate P&L reports for tax time without an accountant.

Small Teams

Invite team members with the right level of access. AI handles receipt scanning and categorisation so your team spends less time on bookkeeping.

On-the-Go Operators

Snap a receipt on your phone and AI does the rest. Check cash flow, review AI-generated reports, and stay on top of finances from any device.

Pricing

Simple, transparent pricing

Start free, upgrade when you're ready. Every plan includes a 14-day trial of premium features.

Free

Get started with essential finance tracking.

$0/ forever
  • 1 financial book
  • Income & expense tracking
  • Basic dashboard
  • 50 MB document storage
  • Single currency
Most Popular

Pro

Full control over your personal finances.

$3.99/ per month
  • Unlimited books
  • AI receipt & statement scanning
  • Multi-currency support
  • P&L & Balance Sheet reports
  • CSV import
  • Document attachments
  • Secure password vault
  • Priority support

Family

Manage finances together as a household.

$6.99/ per month
  • Everything in Pro
  • AI-powered insights for the family
  • Up to 5 family members
  • Shared books with role access
  • Family dashboard overview
  • Consolidated net worth view
  • Priority family support

All prices in USD. Cancel anytime. No hidden fees.

Security

Your data, your control

AI-powered intelligence with privacy-first principles. Your financial data is processed securely and protected at every layer.

Encrypted & Secure

All data transmitted over HTTPS with TLS encryption. Your financial information is protected at every layer.

PIN-Protected Vault

Store sensitive credentials in a dedicated vault with 8-digit PIN protection and automatic 30-minute timeout.

Role-Based Access

Granular permissions — Owner, Admin, Editor, Viewer. Control exactly who can see and modify your data.

AI-Ready Cloud Infrastructure

Built on Supabase and AWS with row-level security policies. AI processing runs in secure, isolated environments — your data never leaves trusted infrastructure.

How It Works

Get started in minutes

Four simple steps from sign-up to complete financial visibility.

01

Create Your Account

Sign up in seconds with email or Google. No credit card needed to get started.

02

Set Up Your Books

Create financial books for personal, business, or family use. Customise currency and fiscal year.

03

Scan & Track with AI

Snap receipts or upload bank statements — AI extracts and categorises everything. Log income, expenses, assets, and liabilities effortlessly.

04

Grow Your Wealth

Monitor net worth, review reports, and make informed decisions with a clear financial picture.

FAQ

Frequently asked questions

Everything you need to know about Manage Wealth.

Ready to let AI manage your finances?

Scan receipts, auto-categorise transactions, and track your net worth — all powered by AI. Start your free account today.

Get Started Free

No credit card required. Free plan included.