Everything you need
Powerful features to help you understand and grow your wealth
AI Assistant
Ask questions about your finances in plain English. Get instant, intelligent answers powered by Claude AI.
Cash Flow Forecast
See your financial future with 90-day projections based on recurring income and expenses.
Spending Analytics
Understand where your money goes with detailed category breakdowns and trend analysis.
Bank Sync
Connect your bank securely via Plaid. Transactions import automatically with no manual work.
Net Worth Tracking
Track all your assets and liabilities in one place. See your complete financial picture.
Goal Planning
Set financial goals and track progress. Get AI recommendations to reach them faster.
Get started in minutes
Three simple steps to financial clarity
Connect your bank accounts
Link your bank via Plaid or upload statements. Add investments, property, and other assets manually.
Ask anything
Type questions like "How much did I spend on food?" or "Can I afford a vacation?" Get instant answers.
Track and grow
Monitor your net worth, analyze spending patterns, and get AI-powered insights to improve your finances.
Frequently asked questions
Is my financial data secure?
Yes. All data is encrypted at rest and in transit using bank-level security. We use Supabase with row-level security, meaning only you can access your data.
Do you see my bank password?
No. Bank connections use Plaid, where you log in directly on your bank's secure page. ByeBoss never sees or stores your credentials.
Can I use ByeBoss without connecting my bank?
Absolutely. You can upload PDF or CSV bank statements and manually add assets. You'll still get full AI analysis and insights.
Is the AI giving financial advice?
ByeBoss provides information and insights based on your data. It's not a licensed financial advisor. Always consult a professional for major financial decisions.
What happens after the free trial?
You can continue using the free plan with 10 AI queries per day, or upgrade to Pro for unlimited queries and advanced features.