Manage your financeswith ease
Complete banking analysis platform with automated AI extraction. Import, analyze and optimize your finances in just a few clicks.
Why choose Previly ?
A complete and modern solution to manage your finances with ease
Advanced AI
Automatic extraction by Claude Sonnet AI
Unified view
Personal and professional finances in one interface
Automatic synchronization
Real-time synchronization via Powens
Intelligent AI chat
Instant answers about your finances
Maximum security
Data protection with best practices
Complete solution
From ingestion to analysis, all in one tool
They trust us
Join our +10,000 users already!
Testimonials
Discover what our users think about Previly
"Previly has transformed my financial management. Automatic synchronization and personalized views save me hours every week!"
"As a consultant, I need to manage both personal and professional finances. Previly's unified view is exactly what I needed. A real time saver!"
"The OCR extraction with Claude Sonnet is impressive. No more manual entry of my statements, everything is automatic and accurate."
"Loan management with amortization schedules is a real plus. I can finally track my repayments and plan with peace of mind."
"The cash flow forecast helps me enormously in managing my business. The Excel export is perfect for my presentations."
Data automated
Import and synchronize your banking data simply and securely
Automatic synchronization
Next-generation OCR
Flexible CSV import
Automatic synchronization
Real-time synchronization via Powens
Next-generation OCR
Intelligent extraction with Claude Sonnet Vision
Flexible CSV import
Import from CSV or Excel
Custom banks
Manual bank creation
Management complete
Organize and analyze your personal and professional finances in a single view
Custom categories
Create your own expense categories
Unified view
Manage personal and professional in one view
Individual views
Detailed views by category for individuals
Business views
Specialized views for businesses
Loan management
Detailed amortization schedules
Recurring payments
Automatic detection of recurring payments
Cash flow forecast
Forecasts with Excel export
Budgets
Create and track your budgets
Projects
Organize your finances by project
Expense notes
Management with AI extraction
Patrimony visualized
Visualize and track the evolution of your patrimony at a glance
Overview
Clear and intuitive visualization
Evolution tracking
Measure your financial progress
Alternative investments
Track cryptocurrencies, gold, jewelry, etc.
Professional valuations
Track your professional assets
Optimization intelligent
Ultra-personalized financial advice thanks to AI
Intelligent AI chat
Instant answers about your finances
Personalized AI advice
Ultra-personalized advice thanks to AI
Ready to optimize your finances?
Join Previly today and discover a new way to manage your finances
Access the application