Professional financial tools, simplified for real life. Track, analyze, and forecast with confidence.
Link bank accounts, investments, crypto, and credit cards in one secure dashboard. Supports 12,000+ financial institutions.
Balance sheets, P&L statements, cash flow analysis, and vendor breakdowns — the same reports CFOs use, simplified for you.
AI-powered projections show your financial future. Recurring pattern detection and net worth tracking over time.
Combine finances with your partner or family. See the complete picture without merging individual accounts.
Set budgets by category and track spending in real-time. Get alerts when you're approaching limits.
Upload statements from any bank. Our AI automatically categorizes transactions and learns your patterns.
Stop guessing where your money goes. Get the same financial clarity that CFOs rely on — automated and visualized for your personal finances.
See what our users are saying about their financial clarity journey.
"Finally, a tool that shows me the complete picture. The balance sheet view is exactly what I needed to understand my net worth."
"Household mode changed everything for us. We can finally see our combined finances without merging our accounts."
"The CSV import with AI categorization saved me hours. It learned my patterns within a week."
Start free, upgrade when you need more.
Everything you need to know about WorthAtlas.
We use bank-level 256-bit encryption for all data in transit and at rest. We never store your bank login credentials — we use Plaid, the same secure connection layer used by Venmo, Robinhood, and thousands of other apps. Your data is yours; we never sell it to third parties.
WorthAtlas connects to over 12,000 banks, credit unions, brokerages, and crypto exchanges through our partnership with Plaid. If your institution isn't supported, you can easily import data via CSV using our AI-powered importer.
Absolutely! Our Household Mode lets you combine finances with family members while keeping individual accounts separate. Each person has their own login, and you choose which accounts to share. Perfect for couples and families who want the complete financial picture.
WorthAtlas provides professional-grade financial reports typically reserved for businesses — balance sheets, P&L statements, cash flow analysis — all automatically generated from your data. Plus, our AI-powered forecasting shows you exactly where your finances are headed.
WorthAtlas is built as a responsive web app that works beautifully on any device. Access your complete financial picture from your phone, tablet, or computer. A dedicated mobile app is on our roadmap for future release.
Sign up for free and connect your first account in under 2 minutes. Our onboarding wizard guides you through linking accounts, importing data, or entering transactions manually. You'll see your financial dashboard immediately.
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