Private betaAccess is currently by invitation.By invitation.
Preso
Log inGet early access
Preso features

Everything your money does, in one place

Preso links your accounts once, then keeps the whole picture current — spending, categories, budgets, and answers built from your real transactions.

Get early access
Private beta · Access by invitation · Bank connections are read-only
Custom CategoriesRelabel any transaction or merchant, split essential from non-essential spending, and make every category match how you actually live. All of Preso follows.Learn more →AI Budget InsightsAsk Preso’s AI about your money and get charts and analysis built from your actual transactions — spending breakdowns, income trends, and budget recommendations.Learn more →Spending TrackerSee where your money goes without a spreadsheet. Preso imports and categorizes transactions from all your accounts into one clear monthly dashboard.Learn more →Budget PlannerStop guessing budget numbers. Preso proposes a budget per category from your actual spending history, then lets you tune it to your goals.Learn more →Budget TrackerSet category budgets and watch real spending track against them all month — automatically, from your linked accounts. No logging, no spreadsheet.Learn more →Account AggregationSee checking, savings, credit cards, and loans in one dashboard. Preso links accounts read-only through Plaid — we never see or store your credentials.Learn more →Merchant InsightsSee your spending per merchant: totals, frequency, and trends for every store, app, and service you pay — computed from your real transactions.Learn more →Debt PayoffCompare avalanche, snowball, or your own payoff order against minimums-only — your debt-free date, months saved, and interest saved, payment by payment.Learn more →InvestmentsLink your brokerages and retirement accounts read-only, or add them by hand — one total, what your money is made of, and each holding’s gain or loss.Learn more →Retirement PlanningPreso projects your cash flow, net worth, and retirement from your linked accounts — with what-if scenarios, couples modeling, and a range of outcomes.Learn more →

Two minutes to set up. Fourteen days free.

Answer three quick questions, link your banks, and watch your dashboard build itself.

Get early access