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Preso
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Analysis built from your data

A financial analyst that has actually read your transactions

Preso’s AI runs analysis on your real data — account trends, income versus spending, budget baselines — and answers with charts, not generic advice.

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Private beta · Access by invitation · Bank connections are read-only

Analysis, not chat

Three purpose-built analyses — account trends, income & spend breakdowns, and budget recommendations — each computed from your database of transactions and returned as charts.

Budgets from your baseline

Budget recommendations start from up to 720 days of your own history per category — what you actually spend, not what a template says you should.

Guardrails built in

Every AI query is validated and read-only against your data. The AI can analyze your finances; it can never change them.

How it works

  1. 1

    Link your banks and let Preso build your spending history.

  2. 2

    Pick an analysis — account detail, income & spend, or budget — or ask in your own words.

  3. 3

    Get charts and a written summary computed from your actual data.

Frequently asked questions

What can the AI actually analyze?

Three core analyses: account-level spending trends over time, income versus spending with essential/non-essential breakdowns, and budget analysis comparing your current month against your historical baseline per category.

Is this generic AI advice or based on my data?

Based on your data. Every analysis queries your imported transactions and computed statistics, then generates charts and a summary from those results. Two people asking the same question get different answers because their money is different.

Can the AI see my bank login or move money?

No. The AI reads transaction data that Plaid has already imported — it has no access to your credentials and no ability to make changes to any account.

How is my data protected?

Bank connections are read-only through Plaid, credentials never touch Preso’s servers, and AI queries are validated and restricted to your own records before they run.

Explore more of Preso

Spending TrackerKnow where every dollar goes — without a spreadsheetBudget PlannerA budget built from how you actually spendBudget TrackerBudgets that track themselves

See your money clearly in about two minutes

Link your accounts once — Preso does the rest, automatically.

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