No bank login required

Know where every
dollar goes.
Rise from there.

You work hard for every dollar. RiseandFi gives you the clarity to make every one count. Upload your statement and instantly see where every dollar went — by category, vendor, and month. No bank login. No complicated setup. Just answers.

Start for free See how it works →
🔒 Data stays on your device ⚡ Instant analysis 🛒 Chase + Amazon supported
Your 2025 spending — uploaded in 30 sec
Top categories
Groceries & Food $14,200
Amazon $11,800
Dining Out $7,600
Subscriptions $3,200
34%
Net savings rate
↑ 6pts
vs last year
$842
In returns tracked

Join the waitlist — early access opening soon

Sound familiar?

Finally, a money tool
that fits your life.

Every month the statement comes. You open it, stare at 400 rows, and close it. You know you're spending — you just never quite know where it all went.

"Once I could actually see my money, I felt like I was in control for the first time."

— Sarah M., working mom of two

"Turns out I just needed clarity. Everything clicked from there."

— Priya K., full-time professional

"Seeing it all laid out gave me confidence I didn't know I was missing."

— Lisa T., entrepreneur & mom

You work hard. You keep everything running. RiseandFi gives you the full picture in minutes — no complicated setup, no jargon, no judgment. Just clarity, confidence, and a simple path forward.

1
Download your statement from Chase or Amazon — takes 2 minutes, you've probably done it before.
2
Drop it into RiseandFi. No bank login. No passwords. No syncing. Just the file.
3
See everything instantly — by category, vendor, month, family member. Drill into any number.
4
Come back when you want. Upload once a year, once a month — your history stays put.
What you get

Everything you need.
Nothing you don't.

Purpose-built for people who already know how to download a CSV — and want something better than a spreadsheet.

📊
Instant Spending Breakdown

Upload your Chase CSV and see exactly where every dollar went — broken down by smart categories, vendors, and months. No manual entry.

🛒
Amazon Order Analysis

Upload your Amazon order history and see what you're really buying — by category, by card. Returns matched automatically so you see true net spend.

👨‍👩‍👧
Family Spending Matrix

See who in your household is buying what. A heatmap shows the full family picture at a glance — tap any cell to drill down to individual transactions.

↩️
Returns Tracking

Every return is matched against purchases automatically. See your true net spend — not inflated numbers from returns sitting in your statement.

🔄
Subscriptions Tab

Every recurring charge surfaced and named. See exactly what you're paying monthly and annually — including the ones you forgot about.

🔒
Privacy by Design

Your financial data never leaves your device. No bank connection. No credential storage. No data sold. You upload, you see, you're done.

Simple by design

Three steps to
total clarity

No setup. No onboarding call. No connecting anything. Just a file and a dashboard.

1
Download your CSV

Go to your Chase or Amazon account and download your statement. Takes about 2 minutes — you've probably done it before.

2
Drop it in

Drag and drop your file into RiseandFi. No bank login, no passwords, no syncing. Your data stays on your device.

3
See your full picture

Instantly see spending by category, vendor, family member, and month. Drill into any number to see exactly what's behind it.

Simple pricing

Start free.
Upgrade when you're ready.

No credit card required to get started.

Free
$0 / forever
No card required
  • Upload Chase CSV
  • Category breakdown
  • Monthly view
  • AI Financial Advisor
  • Amazon analysis
  • Family matrix
  • Returns tracking
Get started free
Most Popular
Pro
$4 / month
or $35/year — save 27%
  • Everything in Free
  • ✨ AI Financial Advisor
  • Amazon order analysis
  • Family spending matrix
  • Returns tracking
  • Recurring vs one-time
  • Gift tracking
Start Pro — $4/mo
Lifetime
$49 / once
Pay once. Use forever.
  • Everything in Pro
  • All future features
  • Priority support
  • Never pay again
  • Best value long term
Get Lifetime Access
Our story

Built because
nothing else fit.

Life moves fast. Between work, everything you're managing, and a calendar that never really empties — sitting down to figure out where the money went never quite makes the list. But the question never goes away either.

I was already downloading my bank statements. The data was right there — I just couldn't see it clearly. So I'd paste it into AI, type out a prompt, and hope the answer made sense. It worked. But it felt like a workaround for something that should just exist as a real product.

Every app I tried wanted my bank login, cost $100 a year, or had so many features I'd spend 20 minutes setting it up and never open it again. None of them were built for someone who just wants a clean answer to a simple question: where did the money go?

RiseandFi is the tool I always wanted. Upload your statement, see your full picture, and start building the future you deserve. You already do everything. Now let's make your money work as hard as you do.

— The RiseandFi Team