Stop Typing Transactions.
Start Living Your Life.
Manual entry is why 78% of people quit budgeting apps within 3 months. Connect your accounts once with bank-grade security:never type a transaction again.
Two Ways to Track Finances. One Doesn't Suck.
Manual entry killed your last budget attempt. Automation saves this one.
The "Manual Entry" Hell
- ×Spend 3 hours every Sunday typing transactions from 4 bank accounts
- ×Fall 2 months behind because manual entry is exhausting
- ×Miss duplicate charges and subscription creep:no time to review
- ×Miscategorize 30% of transactions due to typos and fatigue
- ×Give up after 3 months because it's unsustainable
The "Automatic" Freedom
- ✓Connect accounts once via Plaid:transactions sync automatically daily
- ✓AI categorizes 95% of transactions correctly:learns from corrections
- ✓Duplicate & fraud detection flags suspicious charges automatically
- ✓Review for 10 minutes weekly instead of 3 hours:always up-to-date
- ✓Bank-grade security: Read-only access, encrypted credentials, zero risk
Connect Everything. See Everything.
Checking, savings, credit cards, PayPal, Venmo:one unified financial dashboard
Checking & Savings Auto-Sync
Connect your primary checking and savings accounts. Transactions sync daily with AI categorization. See real-time balances, spending patterns, and cash flow projections all in one place.
- Real-time balance tracking across all accounts
- Automatic categorization with 95% accuracy
- Cash flow projections based on spending patterns
- Low balance alerts and overdraft prevention
Same Security as Venmo, Robinhood, and Coinbase
CareerPhases uses Plaid for bank connections:the same infrastructure trusted by 200M+ users. Your credentials are encrypted end-to-end and never stored in plain text.
- ✓Read-only access
- ✓End-to-end encryption
- ✓SOC 2 Type II certified
- ✓No plain-text storage
- ✓Read-only access
- ~Basic encryption (varies)
- ×Not SOC 2 certified
- ×Manual downloads = security risk
- ×Files stored on local computer
- ×3 hours wasted every week
Automation That Actually Works
Everything you need for effortless financial tracking
One-Time Setup
Connect accounts once via Plaid. Transactions sync automatically daily:no CSV imports, no manual entry, ever.
AI Auto-Categorization
95% accuracy out of the box. System learns from corrections. Gets smarter every month you use it.
Bank-Grade Security
Read-only Plaid access. Supabase Vault encryption. SOC 2 Type II certified. Safer than your bank's app.
Fraud Detection
Automatically flag suspicious charges, duplicates, and unusual activity. Catch fraud before it costs you.
Subscription Tracking
Automatic detection of recurring charges. Get alerts for subscriptions you haven't used in 90+ days.
Daily Auto-Sync
Transactions sync daily automatically. Your budget is always up-to-date without lifting a finger.
AI Categorizes. You Review. Done.
95% of transactions categorized correctly out of the box. Correct once, system learns forever. Review for 10 minutes weekly instead of 3 hours.
- Groceries, restaurants, rent, utilities:auto-detected and categorized
- Machine learning improves accuracy over time:learns from your corrections
- Weekly 10-minute review keeps everything accurate:zero manual entry
All Your Accounts. One Dashboard.
Connect checking, savings, credit cards, PayPal, Venmo:see everything in one place. Real-time balances, spending trends, and cash flow projections.
- 11,000+ supported institutions: Chase, Bank of America, Wells Fargo, and more
- Real-time balance tracking:know your total net worth at a glance
- Cash flow projections based on spending patterns and income trends
Real People. Real Time Saved. Real Results.
These people connected their accounts and never looked back
"I spent 15 hours/month on manual entry for 2 years. CareerPhases brought that to zero. Connected 4 accounts in 5 minutes. Never typed a transaction again. Life-changing."
"The duplicate detection caught a $450 charge my bank missed. Paid for itself 37x over in month one. Also found $2,400/year in unused subscriptions. Insane ROI."
"I'm a cybersecurity engineer:security is my job. I researched Plaid and Supabase Vault extensively. CareerPhases security is better than most banks. Connected my accounts immediately."
Stop Manual Entry. Start Living Your Life.
Join thousands who connected their accounts and recovered 12+ hours every month. Bank-grade security. Zero manual entry.