Synix-Features

All your money, one smart coach

Connect your bank, cards, home and car data, then let the AI plan, nudge, and optimize. Budgets that adapt to your goals, insights in plain English, and progress you can actually feel.

Trusted by early adopters Bank connections via Plaid Privacy-first design No ads, Ever

What you can do with your App

Connect everything in minutes

Securely link bank accounts and cards(plaid), then add home and vehicle data to see net worth in one place.

Plain-English insights

Your AI explains trends, outliners, and trade-offs in everyday language, with specific next step

Goal-adaptive budgeting

Budgets flex to match your goals—save for a down payment, crush debt, or invest a set amount every month.

Gamified Progress

Earn streaks, medals, and rewards for healthy habits like rounds-ups, on-time payments, and staying on budget

New-Loan detection

We monitor credit activity and notify you of new loans so you can sync them automatically

Personalized investment ideas

Get suggestions across stocks, crypto's, and real estate from current market conditions

Bank-grade protection, privacy-first

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Read-only bank connections via Plaid; we never see your credentials.

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Data encrypted in transit and at rest. You control what’s synced and when.

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Transparent settings: export, delete, and privacy toggles in one place.

Common Questions

How do bank connections work?

We use plaid to connect your institutions through secure OAuth flows. you can disconnect anytime in settins

Do you give investment adivce?

We provide personalized suggestions and education, it is NOT finincal advice. Final decisions are yours, and you can set your preferred risk levels and asset types.

What platforms are supported?

Web today, with mobile-responsive layouts. Native apps are on the roadmap.

Is my data private?

Yes. Your data is encrypted, never sold, and you can export or delete it. You’re always in control.