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.
Personal & business, separated
One app, two worlds: keep personal and business finances distinct while seeing the full picture.
Cash-flow forecast
Anticipate the months ahead with recurring transactions and forecasts. Export to Excel for your presentations.
PDF statements, auto-extracted
Upload a PDF statement or a photo — AI extracts every transaction with high accuracy.
Loan tracking
Amortization schedules to track repayments and plan with peace of mind.
Exports for your accountant
Export transactions, statements and forecasts in a few clicks. Your accountant will thank you.
An assistant that knows your business
“What's my Q3 revenue?” — ask, and get answers grounded in your real data.
Accounting module
Categorized entries, statements and exports designed to plug into your accounting workflow.
Fiscal module
Keep your tax obligations in view and prepare filings from your real data.
Unlimited banks & accounts
Connect every entity, every bank, every account — with up to 200 PDF imports per month.
Cash-flow forecast export
Board meeting tomorrow? Export your cash-flow forecast to Excel in one click.
Complete AI conversations
Unrestricted conversations with the assistant, plus MCP access from your team's AI tools.
Security & compliance
GDPR compliant, no stored banking credentials, revocable access at any time.
Your data comes in however you like.
Need a detailed guide?
Find every feature explained step by step in our documentation.