PerFinAI
PerFinAI is an AI-native personal finance assistant. You upload the bank statements your
bank already gives you — CSV, Excel, PDF, or a screenshot — and it reads them, sorts every
transaction into categories, keeps the figures in a double-entry ledger so they reconcile,
and answers questions about where your money actually went.
You can also connect Gmail so that your bank's transaction-alert emails are picked up
automatically. That access is strictly read-only and limited to messages from the sender
and subject line you specify — it is never used to send, modify, or delete anything in
your mailbox. The
Privacy Policy sets out exactly what is read
and where it goes.
PerFinAI never asks for your online-banking password and has no connection to your bank,
so it cannot move money. It reports on your own financial records; it is not financial
advice.
Open the app ·
Privacy Policy ·
Terms of Service
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