A subscription based platform that syncs transactions from bank and credit card accounts ensuring clients can access the latest available transactions anytime, anywhere.

  • Enhance productivity and drive efficiencies with multi-user functionality
  • Bespoke reports, digitisation of physical receipts and set budgets for expenses
  • Global solution supporting over 15 multi currencies, accessible anytime, anywhere
  • Access benefits of cloud services with best-in-class security and compliance capabilities

Transform your Financial Operations with our Proprietary Technology

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Secure cloud platform with Microsoft Azure. Provides multi-layered security across physical data centres, infrastructure and operations.

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Fully compliant with GDPR and financial regulations. Uses over 90 compliance certifications, over 35 specific to finance.

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A cloud platform backed by 3,500+ cybersecurity experts. Protects sensitive data to the highest level.

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Trusted performance, with the ability to grow and shrink usage as required. Easy to achieve scale securely.

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Every touchpoint is secured, audited, controlled and backed up, preventing accidental data loss or deletion.

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Comprehensive API capability that is fully customisable to support specific integration requirements with third-party systems.

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Friendly Technology that is easy to use

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  • Highly customisable – you decide what you want to track or exclude.
  • Secure banking links available to access approved bank accounts.
  • Comprehensive Transaction Management supporting over 15 multi-currencies.
  • Automation enables removal of disjointed manual processes and human error.
  • Intuitive user interface makes it easy to use.
  • Extend multi-user customised access including view-only and account-specific access.
  • Transaction data is always backed-up. Continuous access to quality financial information.
  • Extensive API available to support flexible and complex integrations.
  • Scalable solution to process large volumes of data efficiently and securely.
  • Flexible licensing model to suit your needs.
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For private individuals, families and staff

Use our intuitive technology through a subscription-based model and experience immediate value.

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For Advisors

Incorporate essential technology to bring extra value to your clients and improve the ability to plan effectively.

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For financial institutions and organisations

Leverage and integrate our specialist technology to work seamlessly alongside your existing customer solutions and processes.

Before GPS technology, it would have taken at least 12 hours per month to process the monthly transactions, receipts and reports. Now with GPS technology it takes less than 2 hours per month.

Find out how we can help you