Your money, monitored.
Agency keeps a complete, always-current picture of your finances — net worth, cash flow, spending, and the health metrics that matter — and flags what changed, so it's waiting for you the next time you look.
What Agency keeps an eye on
Every connected account rolls into one live picture that updates as your accounts sync.
Net worth at a glance
Every account, balance, and asset rolls into one net-worth number, split into what you own and what you owe.
Cash flow
Income and expenses for the month at a glance, with the categories driving each side.
Spending calendar
A month-at-a-glance heat map of what you spent each day — open any day to see the categories behind it.
Every transaction, tracked
Drill from a day or category straight into the underlying transactions, pre-filtered to exactly what you opened.
Financial-health metrics
The money metrics that matter — savings rate, emergency-fund coverage, years to financial independence, and more — each turned into a plain-language read on what's healthy. Sixteen in all.
Flags what changed
A bill that doubled or a charge that looks off is surfaced in your dashboard for review, so it's waiting the next time you look — not buried in next month's statement.
What you can see
One live picture you can read at a glance or drill into as deep as you want.
One live view
Net worth, cash flow, and spending in a single dashboard that updates as your accounts sync.
Drill into spending
Go from a month's total to a single day to the exact transactions behind it, without leaving the view.
Know your numbers
Financial-health ratios turn your accounts into answers: can I cover an emergency, am I saving enough, how close is financial independence?
Frequently asked questions
Bank, card, and investment accounts across thousands of institutions through regulated aggregators, plus manual accounts for anything not covered. Your bank credentials are never stored.
Balances and transactions update as your accounts sync, so the picture reflects your latest activity.
No. Monitoring is read-only — it only ever reads and shows your accounts, and your data is never sold. Money moves only through paths you opt into: rule-based Automations that act on rules you set, or an Agency portfolio you choose to have managed. You can revoke access at any time.
Agency is in private waitlist. Join now and we'll notify you as spots open.
See everything in one place
Stop stitching your finances together from five different apps. Joining the waitlist takes a minute and costs nothing.