See ByeBoss in action

A quick walkthrough of the 5 things ByeBoss does every day for your finances.

1
Your financial picture at a glance

Net Worth, Assets & Liabilities — front and center

Every time you open ByeBoss, your Home screen shows your current net worth in large, friendly numbers. Assets and liabilities are split clearly below it. No hunting through menus.

  • Net worth updates in real time as transactions sync
  • Assets and liabilities shown side-by-side
  • Contextual prompts surface what needs attention today

Net Worth

$142,500

Assets

$180,000

Liabilities

$37,500

14 transactions to review

Review →

Bank synced 2h ago · TD Bank

Sync
2
Zero-effort data

Connect your bank once. Transactions sync automatically.

Link your bank via Plaid in under 60 seconds. ByeBoss pulls in your transactions daily — no CSV exports, no spreadsheet pasting, no manual busywork.

  • 12,000+ supported banks via Plaid
  • Automatic daily sync (or sync on demand)
  • You log in at your bank — ByeBoss never sees your password

TD Bank · Chequing

Connected · Synced 2h ago

TD Chequing ····4521

$4,820.00

TD Savings ····9102

$18,300.00

TD Visa ····7734

-$1,240.00

3
Transaction review

Review, categorize, and reconcile with ease

The Transactions screen gives you a full-width view of every transaction. Filter by unreviewed, credits, debits, or search by merchant. Mark transactions reviewed with a single click.

  • AI auto-categorizes every transaction
  • Filter: all, unreviewed, credits, debits
  • Recurring transactions flagged automatically
AllUnreviewed 2CreditsDebits

Netflix

Subscriptions

-$16.99

Loblaws

Groceries

-$84.20

Payroll deposit

Income

+$3,200.00

Starbucks

Coffee

-$6.50

4
AI assistant

Ask anything. Get clear answers in seconds.

Tap the chat button from anywhere in the app to ask questions in plain English. ByeBoss has full context of your transactions and financial data — and answers instantly.

  • "How much did I spend on food last month?"
  • "What are my top 3 spending categories?"
  • "Can I afford a $2,000 vacation in March?"
How much did I spend on food last month?
You spent $842 on food in January — up 12% from December. Breakdown: Groceries $540 · Restaurants $190 · Coffee $112.
Ask about your finances…
5
Insights dashboard

Cash flow, spending trends, and your full ledger

The Insights page breaks down your income and spending by category with clear bar charts. Spot trends, find surprises, and understand where your money actually goes.

  • Incoming vs outgoing by category
  • Net flow calculated automatically
  • Full ledger audit trail with filters

Incoming

+$3,200

Outgoing

-$1,240

Net

+$1,960

Top spending categories

Groceries$540
Restaurants$190
Transport$138
Subscriptions$86

Ready to try it yourself?

Sign up free. Connect your bank, add your portfolio, and start asking questions in 2 minutes.

No credit card required.