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.

Previly in action.

Six key flows, shown for real.

Bank synchronization
Bank synchronization
PDF statement import
PDF statement import
CSV / Excel import
CSV / Excel import
Transaction management
Transaction management
Wealth tracking
Wealth tracking
AI assistant
AI assistant

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.

Read the documentation
Previly - Smart Financial Management | Previly