Drop your bank statement PDF or CSV. No bank login, no credentials.
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Step 2
Scan
AI reads your transactions and finds leaks — duplicates, price increases, spikes.
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Step 3
Act
One-click actions: cancel, dispute, or commit to a spending target.
Common questions
What happens to my bank statement?+
It's processed by AI and immediately deleted. Only the extracted transaction rows are kept — never your raw PDF or account numbers.
Who can see my financial data?+
Only you. Anthropic's Claude processes your statement during analysis but doesn't store it. Your data is isolated to your account — not even the fincoach team can see it.
What's an access code?+
A unique 16-character key emailed to you after signup. Like a password you didn't have to invent. Keep the welcome email as a backup.