Monarch Money offers Personal Finance App
Product
Monarch's app aggregates accounts for budgeting, goal tracking, and collaborative money management.
- Currently Offered
Monarch's app aggregates accounts for budgeting, goal tracking, and collaborative money management.
The Monarch app consolidates bank, credit, loan, and investment accounts into one dashboard for tracking net worth, spending, and cash flow. It automatically categorizes transactions and detects recurring subscriptions.
Users create budgets and savings goals and can share their dashboard with a partner or financial professional at no extra cost. The product is available on the web, iOS, and Android under a subscription.
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
PocketSmith's calendar-based app plans budgets and forecasts cash flow years ahead.
Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.
BudgetSimple is a white-label personal finance app platform offering budgeting, calculators, debt payoff, and financial checkups.
Bank-embedded financial assistant delivering cash flow forecasting, profitability tracking, scenario planning, and benchmarking for small-business clients.
Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.
Lunch Flow MCP exposes bank and investment data to Claude and other AI assistants.
Global neobank and digital finance app offering accounts, cards, payments, savings, investing and business banking.
Banker-facing analytics that turn small-business accounting data into deposit, lending, and treasury opportunity signals with next-best-action prompts.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
Plaid provides bank data connectivity APIs for lending and underwriting workflows.
Multi-currency business accounts for companies operating across many markets, with group-wide visibility and AI-agent operability.
Transaction analytics that give banks wallet-share, spend, and next-best-action insights on business customers.
getquin's platform tracks net worth and portfolios across linked accounts in EUR.
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
PocketSmith's calendar-based app plans budgets and forecasts cash flow years ahead.
Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.
BudgetSimple is a white-label personal finance app platform offering budgeting, calculators, debt payoff, and financial checkups.
Bank-embedded financial assistant delivering cash flow forecasting, profitability tracking, scenario planning, and benchmarking for small-business clients.
Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.
Lunch Flow MCP exposes bank and investment data to Claude and other AI assistants.
Global neobank and digital finance app offering accounts, cards, payments, savings, investing and business banking.
Transaction-data intelligence for bankers that surfaces wallet-share gaps, outside loans, and product opportunities from core bank data.
Banker-facing analytics that turn small-business accounting data into deposit, lending, and treasury opportunity signals with next-best-action prompts.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
Plaid provides bank data connectivity APIs for lending and underwriting workflows.
Multi-currency business accounts for companies operating across many markets, with group-wide visibility and AI-agent operability.
Transaction analytics that give banks wallet-share, spend, and next-best-action insights on business customers.
getquin's platform tracks net worth and portfolios across linked accounts in EUR.