Origin
Origin is a very sleek looking app that provides a comprehensive approach to DIY financial management, leveraging AI and technology to empower budgeting, investment tracking, and retirement forecasting tools that gives you a much more personalized experience. They utilize multi-platform account aggregator services to easily and securely import your financial accounts balance, transaction and other pertinent information for a large range of financial entities. Their built-in AI agent is then integrated such that it can leverage the imported data from your financial accounts, in addition to capturing custom memory, that gives you a fine tuned and seamless experience from your first chat prompt sessions to future sessions down the road. It gives much more exacting answers because of this, and you don’t have to deal with re-prompting previous information again and again like you would with a normal AI LLM search provider. On top of this base subscription, Origin offers additional cost effective paid services for estate planning document generation, working sessions with a CFP, and even tax return preparation through their partner provider April. All in all, I think Origin positions itself nicely in the market of low cost comprehensive financial management software, chiefly because of the technology/AI and feature rich offerings that allows the DIY folks to have better control over their finances without having to pay for more expensive, AUM or flat-fee costs for active wealth management providers. Now that’s not to say that Origin will be the most ideal software for more rigid retirement planning/management, or for folks with more advanced financials/tax situations. However, I think it’s a fair price for scope of services it brings to the table. And hey, Origin is giving you 1 year of access at only a $1 cost. So seriously, go try it out for yourself.
Entered a sweepstakes for this review. Opinions are my own.
Entered a sweepstakes for this review. Opinions are my own.
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Response from developer
Thank you so much for taking the time to share such a thoughtful and detailed review! We’re thrilled to hear that you’re enjoying Origin and especially that the combination of AI, connected financial data, and our broader planning tools has been valuable for you. We really appreciate you being part of the Origin community and can’t wait to keep making the experience even better!
Huge Difference Maker
Been using Origin for almost a year now and it’s been a total game changer. I have consistently spent less and less each month being to review my finances as often as daily to monthly. The app is really easy to navigate the more you use it and I’ve recently started using it on my iPad also which is an extremely user friendly interface. They offer a lot of different areas to manage your money, with a newly introduced investing section that I only recently started looking into. Overall, would highly recommend to anyone new to managing their money more in depth and wanting to have an easier time finding the true problem areas in their spending as the app gets very specific in the categories that transactions are funneled into.
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Response from developer
Thank you so much! We love hearing that Origin has helped you spend more intentionally and better understand your finances. We really appreciate the recommendation! 💙
Avoid - not even worth the $1 subscription
Incredibly buggy and support tickets stay open for months without resolution. Their “AI” is below average at best. I’m hoping that Monarch is better, which I am planning on switching to
Pretty good
I have been using this for about 2 weeks now. It’s pretty good for what it is. I can ask the built in ai for better budgeting and what I have spent the most on to know what I should save and what not. There are some good features like a calendar that show how much you have spent per day in the month. Entered a sweepstakes for this review. Opinions are my own.
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I’m obsessed
It’s so satisfying to see all my finances managed in one place, know that everything’s in order, and do it all from a beautiful app. The Origin AI is helpful too for financial insights as well as just making the most of the app. I find myself checking Origin almost every day just to confirm all my ducks are in a row.
Entered a sweepstakes for this review. Opinions are my own.
Entered a sweepstakes for this review. Opinions are my own.
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