Take back control of your
Financial
Journey
A simple, private way to track and grow your wealth. No bank logins, no API tokens, just you and your goals. Your money stays where it is — we just help you see it clearly.
Stop juggling spreadsheets. Automa8 brings everything under one roof.
Spreadsheets are messy, and automated apps are invasive. Automa8 gives you the clarity you need without compromising your privacy.
Total Visibility
Get a bird's-eye view of your assets and liabilities in one place. Manual entry means you see exactly what you want to see, without the clutter of automatic syncs.
Intentional Progress
Set meaningful goals and see your progress track over time. Visualizing your milestones keeps you mindful and connected to your financial goals.
Absolute Privacy
No bank logins. No API tokens. No data selling. Since you enter the data, your financial life stays completely disconnected and 100% private.
Everything you need to reach your goals
Get a bird's-eye view of your entire financial life. No more switching between five different bank apps. Just one clean space to visualize where you are and where you're going.
- check_circle Automatic account aggregation
- check_circle Portfolio performance benchmarking
Simple tools for mindful tracking
Keep track of your fixed deposits across different banks manually. It only takes a minute, but the peace of mind of knowing exactly when your next maturity hits is priceless.
- check_circle Automated maturity alerts
- check_circle Tax implication summaries
Organize what matters most
Whether it's your 'Dream Home' fund or 'Kid's Education,' create visual boards that help you stay motivated. It's about taking action on your dreams, not just looking at numbers.
- check_circle Goal-based tracking modules
- check_circle Secure document vault
True privacy by design. You're in control.
We don't ask for mailbox access or bank passwords. We believe your data belongs to you.
Zero Bank Logins
We don't ask for your passwords or sync with your bank. You enter your data, and we keep it safe.
Mindful Tracking
Manual entry isn't a chore—it's a habit. Being closer to your numbers helps you make better decisions.
Visualizing Targets
Instead of automated budgets, we give you the tools to set clear targets and watch yourself reach them.
Legacy Planning
We don't ask for tedious access or bank passwords. We believe your data belongs to you.
Transparent Pricing
Fair prices for tools that help you grow. No hidden catches.
Basic
Fair prices for tools that help you grow. No hidden catches.
- check Up to 10 Linked Accounts
- check Daily Net Worth Sync
- check Essential Analytics
Full Access
Fair prices for tools that help you grow. No hidden catches.
- check Unlimited API Connections
- check Real-time Price Alerts
- check Tax Loss Harvesting Tools
- check Priority 24/7 Support
Custom / White Labeled
Built for financial advisors.
- check White labeled deployment
- check Custom branding
- check Personalized styles
Join 1,200+ mindful savers today
Start your journey toward financial clarity and peace of mind with a
community that values
privacy as much as you do.