CustomerControl

Finance and accounting

AI-powered finance via chat and WhatsApp: live budgets, goals with automatic progress, subscription detection and a financial score.

Personal and small-business accounting always fails at the same point: the logging. X Finvy solves it by inverting the interface — you write what you spent, in plain language, and the AI does the rest.

Key modules and improvements

  • Logging by AI chat or directly on WhatsApp
  • Per-category budgets with live monthly coverage
  • Goals with a linked account and automatic progress
  • Automatic detection of subscriptions and recurring charges
  • Financial score from 0 to 100
  • Month-by-month reports exportable to CSV and PDF
  • Multi-currency accounts, accounting, taxes and 10 languages

Products that solve this case

  • X Finvy — AI-powered personal finance via chat and WhatsApp

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