Finances, finally figured out.

Stop wondering if you're doing this whole money thing right.

Connect your accounts. Ask questions. Actually understand your finances.

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Zero Setup

It just works.

No manual fixes. No categories to manage. No transactions to review. Our AI correctly identifies transfers, debt, income, and spending — so your numbers are actually accurate.

Transfers separated from spending

Moving money between accounts doesn't inflate your totals

Recurring bills detected automatically

Rent, subscriptions, utilities — all flagged without you lifting a finger

Income recognized instantly

Paychecks, freelance deposits, refunds — correctly handled from day one

$2,847

spent through day 27

12% under avg
Bills
$1,650
Essentials
$642
Subscriptions
$78
Wants
$477

Weekly Digest

Your
week.

Mar 24 — Mar 30

Total Spent

$847

23% less than your 3-month average

Breakdown

$312 Groceries
$189 Dining
$346 Other

Insight

"Your dining spend is trending up — 7 restaurant visits this week vs. 4 last week."

That's $189 on dining alone

You Saved

+$255

vs last week

See you
next week.

You're doing better than you think.

Weekly Insights

Your week, reviewed.

You shouldn't have to think about money every day. Once a week, we surface what matters — and let you do you.

What you spent and where it went
What changed from last week
Personalized insights and nudges
AI Coach

Ask anything about your money.

Whether it's rent or justifying your $8 latte, get answers based on your actual finances. We listen, but we don't judge.

"Why did my spending spike this month?"

"Should I pay off debt or invest?"

"Am I behind on retirement?"

AI Coach

How much did I spend on dining this month?

You've spent $312 on dining so far — that's 15% more than last month.

Your top spot was Chipotle with 6 visits totaling $186.

Is that bad?
It's 8% of your total spending. Not wild, but your 3-month average is $270. The increase is mostly from 3 extra Chipotle runs.
Ask anything...
C
Claude
Sonnet 4
What's my spending this month?

Here's your March spending from Quix:

Q
Quix · March Spending
$2,847
↓ 12%
Food
$642
Home
$1,650
Personal
$555

You're trending 12% under your 3-month average with 4 days left. Dining is the main driver of increase.

Inside Claude

Your finances, inside Claude.

Check your spending mid-conversation in Claude — no app-switching needed. Your financial data, right where you're already thinking.

Works via MCP, so Claude can pull your real spending data, account balances, and insights directly into any conversation.

Security

Your data stays yours.

We don't mess around with your data. Standard encryption is just the start.

Encrypted in transit and at rest

Industry-standard encryption, everywhere your data goes.

Then we encrypt it again

Every field encrypted individually. Your data stays safe even in a breach.

Chipotle — $12.45 e8b2a1f7d3c6e9a4...
Whole Foods — $67.23 a3d1c8f4b9e7d2a6...
Amex Gold ····1067 f7a2e5d8c1b4f9a3...
AI never sees who you are

Personal details stripped before AI processes anything.

Alex Johnson [NAME]
4293 8012 5517 6684 [CARD]
[email protected] [EMAIL]

We never store your bank credentials. Account connections use a certified third-party provider with read-only access.

Less than your morning coffee.

Starting at $4.99/mo.

AI-powered insights, smart categorization, and weekly reviews that actually help you understand your money.

Annual SAVE 37%

$4.99/mo

$59.99 billed annually

Monthly

$7.99/mo

Billed monthly

14-day free trial

No commitment

No data selling

Period

Cancel anytime

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Transparent

Always

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