A trio of focused micro-SaaS tools that track your investments, automate your expenses, and expose the subscriptions draining your account — all in one unified bundle.
No credit card required · Cancel anytime
Consumers are drowning in financial complexity — yet the tools they need either don't exist, cost too much, or require a finance degree to operate.
Individual investors miss ex-dividend dates because most portfolio tools only show dividends after they're paid — not before they matter.
Freelancers and small business owners spend 16+ hours a year manually compiling expense reports. Most tools charge $9-17/user/month for basic OCR.
The average American pays $2,200/year in forgotten subscriptions. Most don't know until they audit — and most never audit.
Each product solves exactly one problem — no bloat, no enterprise features you don't need.
1 brokerage free tier · CSV upload · Ex-dividend alerts
10 receipts free/month · Multi-currency · Mileage tracking
1 bank account free tier · Cancellation assistant · Price hike alerts
Receipt scanning uses our own Mac Mini Ollama server. No OpenAI, no Google. Your financial documents are processed privately.
The only tracker that alerts you 5 days AND 1 day before a stock goes ex-dividend — giving you real time to act.
Open camera, snap receipt, done. AI extracts merchant, date, line items, total, tax, and tip in under 4 seconds.
For every subscription we detect, we provide direct cancellation URLs and step-by-step guides — even for services that make it hard.
See exactly what each subscription costs annually. Our "wasted spend" dashboard shows what you'd save by canceling unused services.
"Your dividend income covers 73% of your subscription costs." Bundled users get insights that only work across all three products.
Connect Alpaca, Interactive Brokers, or upload CSV. Unified dashboard across all your holdings — no matter where you invest.
CSV, PDF, QuickBooks sync, Xero sync. Your data is yours. Full JSON export available at any time — no lock-in.
Buy individually or bundle. Either way, it's a fraction of what the incumbents charge.
or $65/year
or $85/year
or $65/year
or $175/year
Free tier on each tool · 14-day full trial · No credit card required
The Financial Bundle turns passive financial chaos into active control. Three focused tools. One clear price. A Mac Mini-powered AI that works when you sleep.
Built with SvelteKit · Deno Deploy · Supabase · Ollama
rounds-1-3-financial · Project 33 of ~34