54+
Actions Available
12
Capability Categories
🇮🇩 🇬🇧
Bilingual AI
Transactions (7 actions)
Record, edit, delete, and manage financial transactions with natural language.
- Record single / multiple transactions
- Edit amount, date, category, tags
- Delete single / bulk / by date
- Multi-edit & move between accounts
💬 "gas $50, parking $5 on Chase"
Accounts (7 actions)
Manage all bank accounts, e-wallets, and cash from one place.
- Create single / multiple accounts
- Edit name, type, balance
- Set primary & transfer between accounts
- Manual balance update
💬 "create accounts for Chase, PayPal, Cash"
Debts & Receivables (4 actions)
Track who owes you and who you owe.
- Record debts & receivables
- Pay partial / full
- Edit & delete
💬 "John owes me $200"
Assets & Inventory (6 actions)
Track all physical and digital assets — from phones to property.
- Record single / bulk assets
- Update value & sell assets
- Auto income + balance increase on sell
- Categories: Electronics, Vehicle, Property, Gold, etc
💬 "sell laptop for $800 to Chase"
Goals & Savings (5 actions)
Create savings goals and allocate funds to purpose-built pockets.
- Create, update, delete goals
- Deposit & withdraw from savings pocket
- Track progress with deadline
💬 "deposit $200 to vacation fund"
Budget (3 actions)
Set spending limits per category and track usage.
- Set budget per category
- Edit & delete budgets
- Auto alert near limit
💬 "set food budget $500/month"
Recurring Transactions (3 actions)
Automate logging for regular expenses like salary, rent, subscriptions.
- Create daily / weekly / monthly / yearly
- Pause / resume / change amount
- Delete recurring
💬 "create recurring Netflix $15/month"
Categories (3 actions)
Create custom categories for unique expenses.
- Create new categories
- Edit custom categories
- Delete categories (defaults protected)
💬 "create category Pet Care"
Receipt Scan / OCR (1 action)
Photo a receipt → AI extracts all data automatically.
- Extract store, date, total, payment method
- Auto-categorize by merchant
- One-click confirm → instantly logged
💬 📸 [receipt photo] → auto-logged!
Analytics & Insights (5 actions)
Get personal financial insights from AI — from recaps to recommendations.
- Monthly / weekly recap
- Financial health score
- Daily streak tracking
- Month-over-month trends
- Savings recommendations
💬 "how's my financial health this month?"
Utilities (6 actions)
Helper tools for daily financial productivity.
- Undo last transaction
- Duplicate transaction
- Split transaction into multiple
- Payment reminders
- Export CSV
- Compare time periods
💬 "export this month's data to CSV"
Contextual Intelligence (4 actions)
AI capabilities working behind the scenes for the best experience.
- Multi-Currency Intelligence — auto-detect currency
- Conversation Memory — remembers chat context
- Smart Account Detection — auto-detect account from message
- Anomaly Alert — detect unusual spending
💬 AI auto-detects "Chase" from your message