Gather, optimize, and talk to
your money.
Personal, business, wealth: manage everything from a single app. Simple, secure, and designed to save you time.
No commitment · 10,000+ users already trust us
Four good reasons to leave your spreadsheets behind.
Everything in one place
No more Excel sheets and scattered apps. Your personal accounts, business accounts and wealth in one clear interface.
Real time savings
Automatic statement imports, smart categorization. No more manual entry — focus on what matters.
A crystal-clear view
See where your money goes at a glance. Charts, budgets and alerts so you never lose control.
An advisor, available 24/7
An AI assistant that knows your finances and answers in plain language — no jargon, no judgment.
The best of 4 apps, in a single one.
Bankin
Automatic sync of all your bank accounts and smart categorization.
Grisbee
Complete wealth tracking with clear visualization over time.
Finary
Track your crypto, gold, stocks and other alternative assets.
Maybe
A smart assistant to analyze your finances and plan your budget.
Previly. One app to manage everything.
Try it →“Previly transformed how I manage money. Automatic sync and custom views save me hours every week!”
“Loan tracking with amortization schedules is a real plus. I can finally plan my repayments with peace of mind.”
“As a consultant I juggle personal and business finances. Previly's unified view is exactly what I needed.”
“With several rental properties, I needed one place for everything. Previly makes tracking rents and net worth easy.”
“OCR extraction is impressive. No more typing in my statements — everything is automatic and accurate.”
“Between my personal life and my practice, my finances were a headache. Previly simplified everything.”
Talk to your finances from your favorite AI.
Connect Previly to your AI assistant via the MCP protocol and query your financial data directly from Claude, ChatGPT, Gemini or Mistral.
- 1Copy Previly's MCP URL
- 2Add it to your AI's MCP settings
- 3Sign in and chat about your finances
https://app.previly.com/mcpReady to simplify your finances?
Join Previly today and discover a new way to manage your money.