✨ Money and investing, in one place
Your Money
and Investments,
Working Together
Track everyday money and investments, understand your financial health, and plan toward financial independence with workflows for households in Brazil.
$2,847
This Month$1,153
29% remaining$342
+12% vs last mo.Spending by Category
Recent Transactions
Grocery Store
-$127.43
Gas Station
-$58.20
Coffee Shop
-$6.50
How It Works
Three Steps to Financial Clarity
Getting started is as easy as snapping a photo
Snap or Speak
Take a photo of your receipt or say your expense out loud. No typing needed.
AI Does the Work
Our AI extracts the merchant, amount, date, and category automatically.
Stay in Control
See spending trends, budget alerts, and insights — all in real time.
Practical Guide
Put your household on the same financial page
Use a calm 20-minute check-in to see what changed, choose one decision, and leave with an action, owner, and date.
Read the 20-minute guide- What changed?
- What needs a decision now?
- What is our next step?
Features
Manage Today. Build Toward Financial Independence
Track cash flow, understand your position, grow investments, and coordinate the household from one place.
Track
Bring daily money into one reliable record, however it arrives.
Receipt & Voice Capture
Turn a receipt photo or spoken expense into a draft you review before saving
Open Finance Connections
Connect supported institutions and sync transactions into the household workspace
Statement & Spreadsheet Import
Bring existing transaction files in through a reviewable import batch
Installments & Recurring Rules
Track parcelado and recurring transactions with series-aware updates
Budget Management
Set budgets and get alerts
Understand
Turn recorded data into reports, health signals, and reviewable answers.
AI Chat
Ask questions about your finances with AI
Smart Analytics
Visualize spending patterns with reports
Financial Health & FI Progress
Review financial health, FI stage, and projections from your recorded data
IRPF Reporting
Review tax-oriented sections built from the financial records you maintain
Grow
Connect goals and investment decisions to your path toward financial independence.
Investment Tracking
Record holdings across asset types and review portfolio value and performance
Allocation & Rebalancing
Compare target allocations with current weights and plan rebalancing
Goals Tracking
Set and track your financial goals
Together
Keep the household coordinated with shared context, reminders, and access controls.
Shared Households
Invite household members and coordinate finances with defined roles
Memory & Reminders
Keep saved assistant context and review reminders in one workspace
Secure & Private
Account access & privacy controls
Plans
Choose the plan for how you use ProsperSync
Start with the household foundation, bring up to six people together with Household, and choose Wealth for advanced investment planning.
Starter
Free
A free foundation for one organizer to record and understand household finances.
Create free accountNo payment card needed at signup.Manual transaction, budget, and goal tools
AI-assisted extraction within plan limits
Chat summaries within plan limits
Basic portfolio tracking and raw data export
Household
Family finances
For a household that wants to manage day-to-day finances and investments together.
Choose HouseholdCurrent billing and eligible trial terms are shown before subscription.Up to 6 household members, including the owner
Shared finances with member roles
Household reports, alerts, and voice tools
Portfolio history, performance, and current allocation
Higher bounded AI and chat allowances
Wealth
Advanced planning
For the same household when investment decisions and tax reporting become more complex.
Choose WealthReview current billing and trial terms before subscribing.Everything in Household, for the same 6 members
Allocation targets, drift monitoring, and rebalancing
Investment scenarios and projections
Portfolio Insights and advanced investment reports
IRPF and tax-report artifacts
FAQ
Common Questions
ProsperSync uses authenticated request checks and database access policies (RLS) to restrict access to account data. Account settings include verified request paths for data export and account deletion.
You can snap a photo of a receipt or speak your expense out loud. Our AI (powered by OpenAI) identifies the merchant, amount, date, and category automatically. You review and confirm — the AI learns your preferences over time to get more accurate.
Yes. Household and Wealth each support one household with up to 6 members total, including the owner. Wealth differs through advanced investment planning and tax-report features, not additional seats.
Yes. Starter includes core transaction and budget tools, basic portfolio tracking, and AI-assisted extraction and chat within plan limits. No payment card is needed to create the account.
ProsperSync is designed mobile-first. It works in any modern mobile browser — no app store download needed. You get the full experience on any phone, tablet, or desktop.
Subscription changes and cancellation are managed from account billing settings. Account settings also provide request paths for data export and deletion.