Jesse App: Finanças com IA

Jesse App Tecnologia LTDA

About this app

YOUR MONEY ORGANIZED WITHOUT SPREADSHEETS AND WITHOUT TYPING ANYTHING.

Connect your bank through Open Finance or send your bank statement and credit card bill. Jesse reads everything, classifies each expense, and shows you in minutes where your money is going. No need to write down every expense, no need to abandon a spreadsheet in March.

CONNECTED ACCOUNTS (OPEN FINANCE)
Connect your bank and card through Open Finance, with authorization done in your bank's app. Transactions arrive automatically and are entered into already categorized Expenses. Access is read-only: Jesse does not move your money and never sees your bank password.

AUTOMATIC EXTRACTION
Prefer to send a file? Upload a PDF, CSV, or XLSX and the AI ​​does the rest:
• Bank statement
• Credit card bill
• Brokerage note
• Portfolio position

EXPENSE DASHBOARD
Income, expenses, and balance for the month, distribution by category, month-to-month evolution, and comparison with your average. Full statement, one-touch reclassification, and manual entry when needed.

JESSE ANALYZES YOUR HABITS
• Invisible Drain: the small expenses that add up to weigh on the year
• Burn Rate: at what pace the month is closing
• Monthly Budget: limits by category based on what you actually spend
• Monthly Challenge: a practical goal to save money
• Evaluate Purchase: is it worth buying this now?

INVESTMENTS IN ONE PLACE
Stocks, REITs, funds, Treasury Direct and CDB/LCI/LCA. Assets, profitability against CDI and IPCA, Sharpe and Beta of the portfolio, dividends and financial goals linked to your assets.

AI-POWERED ANALYSIS
• Jesse's Portfolio: Enter your capital and the number of stocks and REITs you want to hold, and receive an optimized portfolio with the weighting of each asset.
• Efficient Allocation: Markowitz optimization of your own portfolio.
• Ask Jesse: Fundamental analysis of a stock or REIT.
• Jesse Explains the Fund: What's inside your fund, in clear Portuguese.
• Independence Calculator: How much to invest per month to live off your income.

WHAT'S FREE
The Free plan is permanent and doesn't require a credit card:
• Complete Expense Dashboard
• Complete Investment Dashboard
• Financial Goals
• Automatic Extraction with 2 uploads per month

PREMIUM
Open Finance with up to 3 accounts, unlimited uploads, dividends, and all AI-powered analysis.

• Monthly: R$ 49.99
• Semi-annual: R$ 239.90 (R$ 39.98 per month, with 7 free days)
• Annual: R$ 359.90 (R$ 29.99 per month)
No commitment. Cancel anytime and continue on the Free plan.

ULTRA
Everything from Premium, Open Finance with up to 10 accounts and early access to new features.

PARTNER PROGRAM
Refer Jesse with your exclusive code and link and earn commission for each signup. Dashboard with conversions, pending balance and total paid.

YOUR DATA IS YOURS
We do not sell or share your data for advertising. They exist to generate your analyses. Account protected by password and secure session, encrypted traffic and account deletion directly in the app, in one tap, as mandated by the LGPD (Brazilian General Data Protection Law).

IMPORTANT
The Jesse App is not a financial institution, brokerage firm or investment advisor registered with the CVM (Brazilian Securities and Exchange Commission). The analyses are for informational and educational purposes only and do not constitute recommendations. Jesse does not execute orders and does not hold your money in custody. Past performance is not indicative of future results. Subscription with automatic renewal, can be cancelled at any time.

Questions: [e-mail]