AI Finance Monitoring

Your money,
always watched over.

Track every account. Watch every charge. Plan every spend. Understand your money.

See the product
N°02Thesis

You already have six banking apps, four budget spreadsheets, and a Notes entry called “refunds owed”. None of it is working.

— Est. 2024
by CognizeIQ
N°03 · Four pillars

One app. Four jobs done right.

Every surface in Trakvance exists to serve one of these four concerns — and never more than one.
01. Track

Track

Every account, transaction, and refund in one searchable, filterable feed.

Accounts synced12,000+ banks
Refresh rateReal-time
ViaPlaid
02. Watch

Watch

AI flags duplicates, anomalies, and pending refunds — before you'd ever notice.

Duplicate window< 2 min
Anomaly model24/7
Refund trackingAuto
03. Plan

Plan

Budgets, goals, and bills that do the math so you know what's safe to spend.

Budget typesCategory + total
Bill forecast90 days
Goal trackingVisual
04. Understand

Understand

Plain-English answers and monthly AI reports — your money, explained.

AI modelClaude + GPT
Report cadenceMonthly
Daily statsIncluded
N°04 · Product

The dashboard you'll actually open every morning.

Not another dashboard. A command center. Everything above the fold, nothing you have to hunt for.

app.trakvance.com / dashboard
v2.4.1 · synced 09:42

Good morning, Jamie

3 things need your attention
SUNApr 19
Safe to spend today
$73/day
through end of April · $840 remaining this month
73On track
Net worth
$18,420
arrow_upward+$340 mtd
Pending refunds
$189
radar2 tracking
Alerts
03
content_copy1 duplicate
Spending — 30 days
7d30d90dytd
Mar 21Mar 28Apr 4Apr 11Apr 19
Recent transactions
View all →
A
Amazon
Shopping · Today · 09:28
−$42.99
S
Refund · Spotify Premium
Refund · Yesterday
+$19.99
BB
Blue Bottle Coffee
Dining · Today · 08:47
−$6.50
S
Shell Gas
Auto · Apr 17
−$54.20
auto_awesome
Refund confirmed
Amazon · +$34.99 just posted
N°05 · Without vs With

Life before vs after Trakvance.

— Before

Six apps.
One headache.

Bouncing between bank apps, hoping you didn't miss anything.

help
Best Buy — refund status unknown
MISSED
remove
Netflix $12.99 × 2 (unnoticed)
remove
Dining spend — ???
  • closeRefresh bank app hoping refund landed
  • closeDuplicate charges slip through unnoticed
  • closeNo idea if your spending is normal
— After

Everything tracked.
Everything clear.

One surface. Every account. AI watching 24/7.

radar
Best Buy refund — 3 days out, on track
TRACKING
content_copy
Netflix duplicate — flagged for review
CAUGHT
trending_up
Dining — 23% over budget
AI
  • checkRefunds tracked automatically from day one
  • checkDuplicates flagged the second they appear
  • checkAI alerts when patterns shift
N°06 · Intelligence

Talk to your money. In plain English.

Ask anything. Get answers backed by your real transaction data — not generic advice. Monthly AI reports auto-generated.

Try asking
boltAm I spending too much on dining?
boltWhat subscriptions am I paying for?
boltSummarize last month
~/ trakvance / ai-chat
J
Am I spending too much on dining this month?
auto_awesome
You've spent $412 on dining in April — 23% above your 6-month average. Most went to Blue Bottle (12 visits, $78) and Sushi Nakazawa ($180).
— Dining · 6mo+23%
J
Set my dining budget to $300 next month
auto_awesome
Done. Your May dining budget is now $300. I'll alert you at 75% and 100%.
→
Ask about your finances
arrow_upward
N°07 · Pricing

Your first week is on us.

One plan. Everything included. Free for seven days — no card required.

Most popular7-day free trial

Trakvance Premium

Billed yearly — save over 35%

$4.99/ month

or $7.99/mo billed monthly

See full pricing

No credit card required. Cancel anytime.

— Everything included

  • checkUnlimited bank & card connections
  • checkRefund Radar & duplicate detection
  • checkReal-time alerts & anomaly watch
  • checkAI Chat — unlimited questions
  • checkMonthly AI reports & daily stats
  • checkBudgets, goals, bills & subscriptions
— Free in beta

Stop guessing.Start knowing.

Join Trakvance and let AI watch over every transaction, refund, and charge — so you don't have to.

No card · 2 min setup · Cancel anytime