Viso Finance centralizes all your bank account and credit card transactions in one place - without connecting to the bank and without providing login details. Download the transaction file from the bank or credit card company, upload it to the app - and the rest happens automatically.
What you can do in the app:
Import files - upload Excel and CSV reports from the bank and credit card companies. The app recognizes the report structure, extracts the transactions and prevents duplicates.
Automatic classification - each transaction receives a category. You can build your own rules so that recurring businesses are classified separately.
Clear flow - a monthly snapshot of income versus expenses, trends over time and comparison to the previous month.
Segmentation by category and by business - see where the money really goes.
Search and filter - find any transaction by amount, date, account or description.
Smart assistant - ask questions about your data in free language and receive a data-based answer.
Full support for Hebrew and a right-to-left interface.
Privacy
The app does not connect to your bank account and does not perform any operations on the account. The data comes only from files you choose to upload, and each account only sees its own data.
Privacy Policy: https://banking.wizzo.media/privacy
Delete Account and Data: https://banking.wizzo.media/delete-account
Contact: info@wizzo.media