Wealthsimple says AI works better with more financial context. True. What they skip is how to do that without pasting your private data into a chatbot.
Nexafin's subscription suggestions got smarter. A confidence-based ranking system now separates likely subscriptions from other patterns, so you see what matters first.
MCP lets AI access your real financial data so you get answers based on your actual balances, transactions, and bills instead of generic advice.
Stop categorizing every transaction. Know what bills are due this week and you'll solve 80% of your money stress with 20% of the effort.
Stop handing over bank credentials to find subscriptions. Export your statement as CSV, analyze it yourself, or use an app that imports statements without bank linking.
Stop manually sorting transactions. Nexafin's AI categorizes expenses instantly with 90% accuracy. Connect 12,000+ banks, see spending patterns automatically.
Upload your PDF statements. Nexafin extracts every transaction and flags recurring charges as bills. No manual entry, no missed subscriptions.
Don't want to share your bank login? Import transactions via CSV. Full privacy, no third-party access, auto-categorization included.