Finance & Budgeting● Live
MoneyLens AI
MoneyLens AI unifies your budgeting, cards, investments, debt, net worth, and retirement in one signed-in dashboard without requiring bank logins.
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0Launched Nov 2026
What is MoneyLens AI?
Turn statements and screenshots into a full view of your finances MoneyLens AI unifies your budgeting, cards, investments, debt, net worth, and retirement in one signed-in dashboard without requiring bank logins. Upload PDF statements or screenshots, and it automatically categorizes spending, converts brokerage screens into holdings, and tracks balances and due dates. Use household sharing, set spending and card-due alerts, and chat with AI for explanations and plans. Access the same account acr
What it solves
- Managing finances across multiple apps and spreadsheets is time-consuming.
- It's hard to see where your money goes and how to save more.
- Tracking investments, debt, and net worth separately hides the big picture.
- Planning for retirement and financial goals can feel overwhelming.
How it works
- Bring your financial information together in one personal finance dashboard.
- Track spending, budgets, investments, debt, and net worth in one place.
- Ask AI questions about your finances and get personalized insights.
- Plan mortgage payments, financial goals, and your retirement with smart tools.
Key Features
AI-Powered Financial Assistant
Smart Expense Tracking
Personal Budget Management
Investment & Portfolio Tracking
Net Worth Dashboard
Retirement Planning
Mortgage & Debt Payoff Calculator
AI Financial Insights
Financial Goal Planning
Household Finance Management
Spending Analysis
Wealth Growth Projections
Questions & Answers
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Meet the Team
FK