Features
Everything you need to take back control.
Discover how Previly transforms your daily financial management — whoever you are.
All your accounts in one place
Connect all your banks and see your entire finances at a glance. No more app-hopping.
Track your wealth
Real estate, savings, investments, crypto: a complete view of your financial situation over time.
Budgets and alerts
Create budgets per category and get alerts as you approach your limits. Finally master your spending.
Personal financial assistant
Ask in plain language: “How much did I spend on dining out this month?” — get instant, tailored answers.
Category analysis
Automatic categorization — housing, transport, food, leisure — to visualize your spending habits.
Maximum security
We never store your banking credentials. Secure connection, revocable access, GDPR compliant.
Your data comes in however you like.
a
Automatic bank connection
Your accounts sync on their own, every day.
b
CSV / Excel files
Import your exports from any bank or tool.
c
PDF statements & photos
AI extracts every transaction, precisely.
d
Custom categories
Default categories don't fit? Create your own.
Documentation
Need a detailed guide?
Find every feature explained step by step in our documentation.