Features

Finally, tools built around
your finances.

AI that answers. Categorization that learns. Security you can trust.
One app that does it all.

AI Financial Advisor
Auto-Categorize
Turbo Review
Budgets
Bank-Level Security
Net Worth Tracking
Spending Analytics
Recurring Payments
Custom Categories
Transaction History
Personalized Tips
Your Data Stays Yours
OAuth via Plaid
12,000+ Institutions
Multi-Budget Support

Proactive by default

It finds money you're leaving behind.

A great CFO doesn't wait to be asked. Treasury watches your money and surfaces the savings, perks, tax moves, and decisions you'd never catch on your own.

Hidden savings

You're paying $54.99/mo for Adobe, but haven't used it in months.

Adobe Creative Cloud Creative Cloud $54.99/mo
Save $660/year
Employer perks

As a Microsoft employee, you may qualify for 30% off Avis rentals.

Avis Avis 30% corporate rate
Save ~$540/year
Tax-advantaged money

You're eligible to increase HSA/401k contributions before year-end.

Fidelity HSA + 401(k) before Dec 31
Save ~$3,500 in taxes
Travel advantage

You fly Alaska enough to reach MVP Gold — free bags, upgrades, and priority.

Alaska Airlines Alaska MVP Gold Airline status
Save ~$600/year

Intelligent by default

The smartest categorization you'll never have to think about.

Auto-Categorize

Categorization so accurate it feels like you did it yourself. Learns your patterns and exceptions, then applies them to every new transaction.

Whole Foods Whole Foods $82.43
Spotify Spotify $12.99
Alaska Airlines Alaska Airlines $347.00
Safeway Safeway $24.17
REI REI $45.32

Turbo Review

One key per category. Keyboard-first. Review a week of transactions faster than you'd read this sentence. For the rest, it's one keystroke.

A Bills
B Groceries
C Salary
D Travel
E Shopping
Whole Foods Whole Foods -$82.43
Alaska Airlines Alaska Airlines -$347.00
Spotify Spotify -$12.99
REI REI -$45.32
Google Salary Google Salary +$3,784.25

Your life, your categories.

Everyone sees money differently. Create categories that match your priorities — so your budget feels truly yours.

Tech SalarySF RentStock OptionsAI ToolsFood DeliveryFIRE Savings

See the full picture

Your whole financial life,
beautifully in control.

A budget for every chapter.

Wedding. Trip to Italy. Post-promotion lifestyle. A separate budget for every phase.

💍 Wedding 2027 $8,200 / $12,800
🇮🇹 Trip to Italy $1,200 / $3,000
📈 SWE II Life $2,340 / $3,000
🏠 House Fund $11,000 / $50,000
🎓 Student Loans $16,500 / $30,000

Watch your net worth grow.

Every account — checking, savings, investments, credit cards — in one chart.

Net Worth

$48,382.50

+$10,182.50 (+26.7%) Past 6 Months

Depository $51,230.00
Chase Chase Total Checking $51,230.00
Credit $2,847.50
Wells Fargo Wells Fargo Active Cash $1,847.50
Capital One Capital One Savor $1,000.00

Find every subscription you forgot.

Treasury detects recurring charges automatically and shows you what you're really paying.

Spotify Premium Spotify Premium $12.99/mo
Adobe Creative Cloud Adobe Creative Cloud Just detected $54.99/mo
Google One Google One $2.99/mo
Gym Membership Gym Membership $45.00/mo
Monthly total $115.97/mo

Simple, powerful insights.

Spot trends, understand your habits, and see exactly where your money goes.

Food
Bills
Charity
Subscriptions
Gym

The foundation

Automatic, accurate, and secure.

Break up with your spreadsheet.

Treasury syncs with 12,000+ institutions automatically. No manual entry required.

Spreadsheet

Date Description Category Amount 03/14WHOLEFOODS #1...???-82.43 03/14SQ *COFFEE SH...???-6.50 03/13AMZN MKTP US...???-34.99

Treasury

Auto-synced
Safeway Safeway $15.49
REI REI $52.05
Uniqlo Uniqlo $89.72
Spotify Spotify $11.99

Secure and private.

256-bit encryption, secure OAuth through Plaid, and read-only access. Your data is never sold or shared.

256-bit Encryption

Every byte encrypted at rest and in transit. The same standard your bank uses.

OAuth via Plaid

You log in directly with your bank. Your credentials never touch our servers.

Read-Only Access

No transfers, no withdrawals, no payments. We can't touch your money — only read it.

Zero Data Sales

We make money from subscriptions, not your data. It's never sold or shared. Period.

Clarity that compounds.

Start building it today.

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