Aggregate financial accounts, investment portfolios, and transaction history into a unified dashboard with automated daily syncing and powerful insights.
Powerful features built for personal data aggregation and insights
Daily Windmill workflows sync financial data from SimpleFin, Amazon orders, and Gmail messages automatically. Never manually export again.
Track investment holdings across multiple accounts with real-time balances, tax lot matching, and performance analytics.
Multi-column sort, faceted filters, date ranges, and full-text search across all your data using the advanced DataPanel component.
JSONB-first schema stores all raw data from source APIs. Nothing is ever lost or transformed away—perfect for future analysis.
Group transactions by date, account, or type. Expand and collapse groups to analyze spending patterns at any level of detail.
Built with future AI-powered insights in mind. Rich, structured data ready for automated decision-making and pattern recognition.
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Perfect for personal use and getting started
Advanced analytics and premium features