Cashflow Pilot

Your finances, clearly in view. Cashflow Pilot brings everyday spending, upcoming bills, investments and business finances into one organized experience. Import statements without connecting your bank account, review your activity and see what may be coming next. THREE WORKSPACES, ONE CLEARER PICTURE PERSONAL FINANCES • Import supported bank and credit card statements in CSV, PDF and OFX formats. • Review transactions, organize merchants, categorize spending and identify transfers. • Track income, expenses, budgets and recurring bills. • Forecast cash flow using transaction history and upcoming activity. • Follow savings goals and debt repayment progress. • Compare statement balances to help spot missing or incorrect transactions. • Review trip spending, including advance bookings and expenses during your travels. PORTFOLIO & NET WORTH • Track investments, accounts and financial holdings in one place. • Review asset allocation, account balances, gains and losses, and net worth. • Explore portfolio and account value history over time. • Add holdings manually or use supported import and connection workflows. BUSINESS FINANCES • Keep business transactions separate from personal finances. • Review bank activity, invoices, customers, suppliers and bills. • Explore financial reports and cash flow insights. • Access additional bookkeeping, Canadian payroll, tax and year-end tools through the full web experience. MADE FOR IPHONE AND IPAD Navigate with focused dashboards, clear financial charts, quick transaction review and an interface designed for touch. iPad layouts make it easier to inspect transactions, holdings and invoices side by side. YOUR DATA, YOUR CONTROL Cashflow Pilot works without a bank connection and stores financial data locally by default. You can export backups to keep a copy of your records. Account sign-in and optional Cloud Sync for supported information are available where enabled; some sensitive details and source documents remain on your device. Supported features and import formats vary by institution and platform. Forecasts are estimates based on available data and are not financial advice.