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AI-powered financial guidance that turns data into actionable roadmaps.Open
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Nate Richardson🛠️ 1 tool 🙏 1 karmaMar 18, 2026@Perspective AIWe replaced our demo request form with Perspective and our show rate went up overnight. Prospects actually tell us what they need before the call — no more showing up blind. Wish we'd done it sooner.
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Most flexible financial tracking tool in the market! - support live connection (US/Canada) - support Google Spreadsheet attached transaction. - support multiple profiles / multiple categorization - document interface, like using Notion / AI to get insights. Great bundle!
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I used this tool to generate a financial model for my startup, and it was super intuitive.
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Really good product, I like that I can take pictures of my receipts and it logged them automatically with all the details.
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There isn't a way to upload an Excel file or copy/paste. what's the point if you have to re-enter everything?
