Preso Budget
AI-driven budgeting platform that provides a comprehensive financial overview and helps you manage your money effectively.
About Preso Budget
Preso Budget is an intelligent, AI-powered platform that offers a complete view of your finances. It helps you analyze your spending habits, create customized budgets, and gain actionable insights. Automating the tracking process, it provides personalized financial advice through an AI assistant, empowering you to take control of your financial health with ease.
How to Use
To get started, connect your bank accounts securely. The platform automatically analyzes your transactions to generate a personalized budget plan. Monitor your spending in real-time, customize categories, and ask the AI assistant for tailored financial advice. Once set up, the system continuously tracks your finances and provides ongoing insights effortlessly.
Features
- Securely connect multiple bank accounts
- Automatic real-time budget tracking
- AI-powered financial advice and recommendations
- Detailed analytics with visual reports
- Edit and recategorize transactions easily
- Customize spending categories and views
Use Cases
- Receiving personalized tips to optimize spending
- Distinguishing essential from non-essential expenses
- Automating budget creation and monitoring
- Tracking progress toward financial goals with visual tools
- Gaining insights into personal spending patterns
- Analyzing expenses by merchant and category for detailed reports
Best For
Pros
- Offers a 14-day free trial for new users
- Utilizes AI to automate budgeting and provide insights
- Allows customization of budgets and categories
- Securely connects to unlimited bank accounts
- Provides a comprehensive view of financial health
- Includes personalized advice from an AI assistant
- Enables real-time expense tracking and feedback
- Delivers detailed merchant and category insights
Cons
- Currently available only on desktop; no mobile app yet
- Requires a subscription after the free trial period
Pricing Plans
Choose the perfect plan. All plans include 24/7 support.
Subscription Plan
Includes a 14-day free trial, unlimited bank account connections, AI-driven budget analysis, automated planning, merchant insights, and transaction recategorization.
Get Started