Automatically sorts transactions from linked accounts into categories like groceries, dining, and bills using machine learning, learning from user corrections over time.
Provides a centralized, visual overview of all financial accounts, showing current balances, recent transactions, spending trends, and budget status at a glance.
Allows users to create custom budgets for different categories and set specific financial goals, with progress tracking and predictive insights to keep them on course.
Analyzes transaction data to identify spending patterns, highlight recurring subscriptions, and forecast future cash flow based on current habits.
Sends customizable alerts for events like large transactions, low account balances, bill due dates, or unusual spending activity.
A young professional uses Wally to link checking, savings, and credit card accounts. The tool automatically categorizes monthly expenses like rent, utilities, and entertainment, providing a clear view of where money goes. By setting a monthly spending limit for discretionary categories, the user receives alerts when approaching the limit, helping to curb overspending and build savings habits effectively.
A family manages shared finances by connecting all household accounts to Wally. Parents can monitor combined income, track grocery and childcare expenses, and set savings goals for family vacations or education. The shared dashboard offers transparency, reduces financial disagreements, and the forecasting feature helps plan for large, irregular expenses like home repairs or holiday spending.
An individual with student loans or credit card debt uses Wally to link relevant loan accounts. The tool tracks minimum payments, due dates, and overall debt balance. By setting a specific 'debt payoff' goal, the user can see progress over time, and the AI insights might suggest allocating extra funds from identified spending cuts to accelerate repayment, providing a structured path to becoming debt-free.
A user concerned about 'subscription creep' employs Wally's categorization to identify all recurring charges from linked cards. The AI highlights these transactions, making it easy to review forgotten subscriptions for streaming services, software, or gym memberships. This visibility allows the user to cancel unnecessary services directly, potentially saving hundreds of dollars annually with minimal effort.
Someone preparing for a major life decision, like buying a home, uses Wally to get a comprehensive snapshot of their financial health. By linking asset accounts (investments, retirement) and liability accounts (mortgages, loans), the tool calculates net worth automatically. Regular monitoring through the dashboard shows trends over time, providing confidence and data needed for loan applications or financial planning discussions.
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15Five People AI is an AI-powered platform used within hr people ops workflows. It helps teams automate repetitive steps, surface insights, and coordinate actions across tools using agent-based patterns when deployed with proper governance.
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