Know exactly where your
money is headed

Connect checking, savings, credit, and investment accounts securely via Plaid. See balances, net worth, and cash flow all in one clean dashboard.

See a confidence-band projection of your balance weeks ahead, powered by your real spending patterns and scheduled bills. No more surprises right before rent is due.

Ask anything in plain English. Orbit Assistant runs real projections with your actual data — "What if I lose my job?" "Can I afford a car payment?" — powered by Claude AI.

Model any financial scenario instantly. Add a new expense, simulate a raise, or test a spending cut — and see exactly how your 90-day balance changes in real time.

Track assets vs liabilities for a complete net worth picture. See month-over-month spending patterns by category with sparklines that reveal trends at a glance.

See exactly when your loans are paid off. Model extra monthly payments or a lump sum — instantly see how many months you save and how much interest you avoid.

Plaid automatically detects your recurring bills and income. Add manual entries for anything it misses. Every upcoming payment feeds directly into your forecast.

Get email alerts before your balance dips below your safety cushion, when a big bill is coming, or when you're close to a budget limit. Stay ahead — not behind.

Your data is encrypted end-to-end. Plaid's read-only connection means we can never move your money — only read your transactions to build your forecast.