Link in seconds
Instant Account Sync
Securely connect your banks, credit cards, and investments so balances refresh without spreadsheets or CSV uploads.
Busy households Join the waitlist
Your money, one conversation
TellerFlow is your AI financial copilot.
Launching soon: securely link your accounts, ask natural-language questions about your spending, and let TellerFlow surface the insights you need to stay on track.
How TellerFlow works
Link once. Get answers instantly.
TellerFlow pulls your balances, transactions, and subscriptions into one place. From there, simply ask questions in plain language and let the assistant guide you toward smarter decisions.
Connect your accounts
Securely add your banks, cards, and loans. We use read-only connections so your credentials stay safe.
Details coming soon →See your money story
TellerFlow builds a real-time timeline of income, bills, and spending so you never lose track of what’s next.
Chat with the AI copilot
Ask anything—‘How much did I spend on travel?’ or ‘Can I afford a new bike?’—and get tailored insights in seconds.
Feature highlights
Designed for everyday financial clarity.
TellerFlow makes it effortless to understand where your money goes, surface opportunities to save, and stay proactive with gentle guidance—not spreadsheets.
- Industry-standard encryption keeps your connection protected.
- Privacy-first design ensures your data powers only your personal insights.
- Smart nudges highlight trends, subscriptions, and goals that need attention.
All accounts together
Unified Money Timeline
TellerFlow organizes income, bills, and purchases into a single timeline so you can spot trends and upcoming payments at a glance.
Daily budgeters
Built for you
Private & Personal Assistant
Guides you with conversational coaching—ask questions about cash flow, net worth, or savings goals and get instant answers powered by your data.
Solo planners
Always-on insight
Smart Notifications
Choose the insights that matter—spending spikes, upcoming subscriptions, or balance drops—and TellerFlow will nudge you before surprises happen.
Goal seekers
Security & trust
Built to protect your data from day one.
TellerFlow uses encrypted connections, secure storage, and strong authentication to keep your finances private while still delivering the insights you want.
- Encryption at rest and in transit protects your balances, transactions, and personal details every step of the way.
- Read-only data access means TellerFlow can’t move money—your logins never leave secure credential vaults.
- Continuous monitoring flags unusual activity so you can revoke access or update passwords quickly.
- Transparent data practices spell out exactly how we handle, store, and delete your information.
What to expect
- 2FA support
- Coming soon
- Data deletion
- Self-serve controls planned
- Export options
- CSV & summaries at launch
- Support coverage
- In-app chat + email
Pricing preview
Simple plans for personal finance fans.
Try TellerFlow free, then subscribe when you’re ready for daily insights, smart notifications, and AI-guided budgeting.
- Free trial: Explore the assistant and connect a limited number of accounts.
- Essentials: Unlock unlimited account connections and custom alerts.
- Plus: Add advanced insights, shared households, and priority support.
Launch timeline
- Private beta
- Live now
- Public waitlist invite
- Summer 2025
- Mobile apps
- Coming soon
- AI goals coach
- Coming soon
Pricing details will publish ahead of public launch.
Connections roadmap
Works with the accounts you already use.
TellerFlow will support the most popular banks, credit cards, and investment platforms at launch. We’ll share specific provider names as contracts finalize—expect broad coverage and thoughtful expansion based on feedback.
Bank links
Coming soon
Coming soon
Credit cards
Coming soon
Coming soon
Investments
Coming soon
Coming soon
Student loans
Coming soon
Coming soon
Subscriptions
Coming soon
Coming soon
Automation tools
Coming soon
Coming soon
Stay in the loop
Be first to know when TellerFlow goes live.
We’re polishing the onboarding experience so you can go from sign-up to insights in minutes. Join the waitlist and we’ll send early access invites as soon as they’re ready.