Your finances, finally clear
Connect your bank accounts, track your net worth, and understand your cash flow. All in one beautiful dashboard with AI-powered insights.
14-day free trial. No credit card required.
See your finances at a glance
Beautiful charts and insights that help you understand where you stand financially.
Total Assets
$174,000
Total Liabilities
$46,457
Net Worth
$127,543
12.5%Every transaction, organized
See all your transactions across every connected account. Automatic categorization helps you understand exactly where your money goes.
- Auto-categorized spending by merchant
- Search and filter across all accounts
- AI-powered insights on spending patterns
- Link transactions to business entities
Whole Foods Market
Groceries
-$127.43
Today
Shell Gas Station
Transportation
-$52.18
Yesterday
Employer Direct Deposit
Income
+$4,250.00
Nov 15
Netflix
Entertainment
-$15.99
Nov 14
Starbucks
Food & Drink
-$6.45
Nov 14
United Airlines
Travel
-$342.00
Nov 12
Apple Inc.
$4,875.50
+$1,247.50 (34.4%)
Vanguard S&P 500 ETF
$5,124.00
+$892.00 (21.1%)
Tesla Inc.
$1,984.00
-$216.00 (-9.8%)
Microsoft Corp
$5,625.00
+$1,875.00 (50%)
Track your portfolio performance
Connect your brokerage accounts to see all your holdings in one place. Track gains, losses, and portfolio allocation automatically.
- Real-time portfolio valuation
- Gain/loss tracking with cost basis
- Holdings across multiple brokerages
- Sector and asset allocation views
Stay on top of your debt
Track credit cards, student loans, and mortgages in one place. Never miss a payment and understand your true interest costs.
- Credit card balances and APRs
- Student loan repayment tracking
- Mortgage amortization details
- Payment due date reminders
$2,847.32
24.99% APR
$28,450.00
4.99% APR
$284,500.00
6.25% Fixed
Everything you need to track your wealth
Connect once, get insights forever. Koffers pulls your data securely and shows you what matters.
Bank-level security
We use Plaid, the same service trusted by Venmo, Robinhood, and thousands of other financial apps. Your credentials are never stored on our servers.
- Read-only access - we can never move your money
- 256-bit encryption for all data
- SOC 2 Type II certified infrastructure
- You can disconnect any time
Secured by Plaid
12,000+ financial institutions
Simple, transparent pricing
All features included. No per-account fees. No surprises.
14-day free trial on all plans. Cancel anytime.