The all-in-one solution for your finances
Personal, business, wealth: manage everything from a single app.
Simple, secure, and designed to save you time.
Website • Get Started • Features • Pricing • Documentation
Previly is a smart financial management platform that helps individuals, entrepreneurs, and businesses take control of their finances. Say goodbye to scattered Excel spreadsheets and multiple apps – Previly brings all your personal and professional finances into one clear, intuitive interface.
- Connect all your bank accounts in one place
- Manage personal and professional finances seamlessly
- Switch instantly between different profiles (individuals & legal entities)
- Automatic extraction from PDF statements using Claude Sonnet AI
- Smart categorization of your transactions
- AI chat assistant – ask questions about your finances in natural language
- Bank synchronization via Powens (real-time updates)
- Custom categories for tailored organization
- Budgets & alerts to stay in control
- Project tracking with dedicated budgets
- Recurring payment detection for subscription visibility
- Loan management with detailed amortization schedules
- Cash flow forecasting with Excel export
- Expense notes management with AI receipt extraction
- Multi-entity management for holding structures
- Revenue & expense tracking with clear visualizations
- Complete patrimony overview at a glance
- Track alternative investments (crypto, gold, jewelry)
- Evolution tracking over time to measure financial progress
- Professional asset valuations
- Privacy First: We never store your banking credentials
- GDPR Certified: Your data is protected with the highest European standards
- Secure connections: All data encrypted in transit and at rest
- Revokable access: Disconnect your banks at any time
| Layer | Technologies |
|---|---|
| Backend | FastAPI, SQLAlchemy, Alembic, Celery, Redis |
| Frontend | Next.js 16, React 19, TypeScript, TailwindCSS |
| AI | Anthropic Claude Sonnet |
| Auth | Clerk |
| Database | PostgreSQL |
| Bank Sync | Powens |
| Infrastructure | Kubernetes, Helm, Azure |
- Individuals – Take control of your personal finances, track budgets, visualize spending patterns
- Entrepreneurs & Freelancers – Manage personal and business finances without hassle, track project profitability
- Businesses – Cash flow forecasting, multi-entity management, team expense reports