PocketWiseAI

PocketWiseAI, launched on Vercel, integrates Claude AI to consolidate multiple bank accounts, automatically categorize transactions with spending limits, parse bills from spreadsheets, and optimize debt payoff strategies, providing a comprehensive financial dashboard. It supports universal multi-bank connections, offers smart auto-categorization with over 30 categories, and features AI-driven debt optimization strategies like Avalanche and Snowball. Users can upload Excel/CSV files for instant parsing, track various income types, and access 12-month financial forecasting using multiple AI models. The app ensures bank-level security with Plaid Premium and Supabase RLS, eliminating manual data entry and offering real-time spending alerts. A 14-day free trial is available without requiring a credit card.