All our features
Discover how Previly can transform your daily financial management
For individuals
Take back control of your personal finances
All your accounts in one place
Connect all your bank accounts and view your entire finances at a glance. No more switching between banking apps.
Track your wealth
Track the evolution of your wealth: real estate, savings, investments, cryptocurrencies. A complete view of your financial situation.
Budgets and alerts
Create budgets for your spending categories and receive alerts when you approach your limits. Finally master your expenses.
Personal financial assistant
Ask your questions in natural language: "How much did I spend on restaurants this month?". Get instant answers and personalized advice.
Category analysis
Understand where your money goes with automatic categorization: housing, transport, food, leisure... Visualize your spending habits.
Maximum security
Your data is protected. We never store your banking credentials. Secure connection and ability to revoke access at any time.
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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
All features
Flexible data import
Connect your banks automatically, import CSV/Excel files, or upload your PDF statements. All options to retrieve your data.
Intelligent extraction
Upload a PDF statement or photo, artificial intelligence automatically extracts all transactions with high accuracy.
Customizable categories
Create your own expense categories if the default ones don't suit you. Tailor-made organization of your finances.
Alternative investments
Track your cryptocurrencies, gold, jewelry and other non-traditional assets. A complete view of all your wealth.