Private financial intelligence
Atlas
Your accounts, investments, property, debt, and business finances in one living balance sheet.
Bank-level encrypted connections
One financial home
See what changed, why it changed, and what needs you.
A living balance sheet
Track cash, investments, property, vehicles, mortgages, loans, and cards together.
Answers from your data
Ask Atlas about cash flow, upcoming payments, spending, taxes, or portfolio changes.
Less accounting cleanup
Review ambiguous transactions one at a time, save merchant rules, and export clean records.
Built for real accounts
Movement is not spending. Debt payoff is progress.
Net worth that reconciles
Transfers between your own accounts are collapsed and excluded from spending.
Private by default
Every user signs in to an isolated workspace with encrypted Plaid tokens and scoped data.