Kashvisor

Access to these features requires a monthly or annual subscription. No additional purchases are needed to use any Kashvisor features.

Kashvisor: Take Control of Your Financial Future

Your Complete Financial Picture, Finally Clear

Managing multiple accounts, tracking your investment balances, and staying on top of expenses shouldn't feel overwhelming. Kashvisor brings all your financial data together in one secure, intelligent app—giving you the clarity and confidence to make better money decisions every day.

Once your accounts are connected (or your data is entered manually), you can ask Kashvisor AI about:

• Assets, liabilities, and net worth
• Income, expenses, and cash flow
• Your overall financial picture, combining all of the above

Kashvisor AI translates your financial data into clear, plain-English explanations and practical suggestions — no spreadsheets, no jargon.

Built with Security You Can Trust

Your financial data deserves the highest level of protection. Kashvisor uses strong encryption during transmission and at rest, and it never stores your banking credentials.

You maintain complete control and can link accounts seamlessly through our secure open-banking integration.

We do not collect any personally identifiable information, and we do not share your data with third parties for advertisements or marketing.

Net Worth Tracking That Actually Makes Sense

Connect all your accounts—investments, savings, credit cards, mortgages, and more—to see your real net worth.

Know Where Every Dollar Goes

Automatic transaction categorization reveals your true spending patterns. See which categories consume your budget and compare month-to-month trends.

Track income streams across all sources (from connected financial accounts) with automatic categorization. Understand your cash flow patterns and make informed decisions about your financial future.

Powerful Features That Work for You

• Secure Open Banking Integration - Connect accounts instantly through Plaid with bank-level security
• AI Assistant - Ask about your finances in plain English, get instant personalized insights.
• Comprehensive Dashboard - All your key metrics—assets, liabilities, income, expenses—in one beautiful, simple view
• Manual Entry Supported - Add and manage any asset, liability, income, and expense that can't be linked automatically
• Up to 1 Year of History - Access historical data to understand trends and patterns for income and expenses. Assets and liabilities data is tracked on an ongoing basis
• Customizable Alerts - Set notifications for spending thresholds, account changes, and total budget goals
• Full Data Control - Your data, your rules. Connect or delete any financial institution data whenever you want from within the app
• Safe to Spend Widget – A near real-time view of what’s safe to spend this month
• Include/Exclude Controls - Choose which expenses, income, assets, and liabilities count toward your summaries; everything pulled automatically is included by default

Privacy You Can Count On

• End-to-end encryption for all data transmission
• No storage of banking credentials
• Multifactor authentication during sign-up

Perfect For

• Tracking net worth across multiple accounts
• Understanding spending habits and patterns
• Monitoring investment balances
• Monitoring loan balances
• Planning major financial decisions

Download Kashvisor today and experience the peace of mind that comes from truly understanding your finances.

Kashvisor uses Plaid to securely connect to your financial accounts. We never see or store your banking credentials.