Net worth and cash flow, at a glance.
Agency pulls every connected account into one live view: what you have, what's moving, and where it's headed.
How Agency's net worth view works
Every balance updates as your accounts sync, so the picture in front of you is never stale.
Live net worth
Every account, balance, and asset in one running total that updates as your accounts sync.
Everything you own, counted
Bank, credit, loans, and investments — plus assets no bank tracks, like the car, home, or cash you add as a manual account.
Account breakdown
Drill into any account or category to see exactly what's contributing to the total.
Cash flow timeline
See money in and money out plotted over time, so patterns are obvious instead of buried in statements.
Trends over time
Compare this month against last, or this year against last, without exporting a spreadsheet.
View-only by design
The net worth view only ever reads your accounts — nothing here can move money, and it's visible only to you.
What the view shows
Every connected account rolls up into one live picture you can read at a glance or drill into as deep as you want.
One running total
Every account, balance, and asset adds up into a single net worth figure that updates as your accounts sync.
Money in, money out
See cash flow plotted over time, so patterns stand out instead of hiding in statements.
Drill into anything
Open any account or category to see exactly what's moving the total.
Frequently asked questions
Bank, card, and investment accounts across 16,000+ institutions through regulated aggregators. For anything not covered, add a manual account.
Balances update as your accounts sync, so the picture reflects your latest activity rather than a stale snapshot.
Agency is in private waitlist. Join now and we'll notify you as spots open.
No. Your data is never sold or rented.
See the whole picture
Stop piecing your finances together from five different apps. Be among the first to experience Agency.