What is Kleev
Kleev is an AI-powered personal finance platform designed for Australians. It reads bank, credit card, mortgage, and property statements (via CSV upload) and transforms them into a clear picture of your spending, budgets, property, and net worth. No bank login is required, ensuring your financial data remains private.
How to use Kleev
- Sign up for a free account on Kleev's website.
- Upload your financial statements – bank, credit card, mortgage, and property statements in CSV format.
- Let Kleev analyze your data to generate insights across spending, recurring charges, property, budgets, and wealth.
- Explore the dashboard to view your financial health score, spending breakdowns, recurring subscriptions, and more.
- Use the insights to make informed decisions about your finances, such as identifying areas to save or tracking your investment property performance.
Features of Kleev
- Spending Analysis: Visualizes inflow vs. outflow, top merchants, and spending by category.
- Recurring & Subscriptions: Tracks recurring charges, alerts you to new subscriptions, and shows upcoming charges.
- Property Tracking: Monitors investment property performance, including rental income and expenses.
- Budgeting: Helps you set and track budgets, with insights into your saving rate.
- Wealth Tracking: Provides a view of your net worth and investment rate.
- Financial Health Score: Rates your financial health based on savings rate, spending control, recurring load, and spending stability.
- AI Insights: Offers personalized 'Kleev's read' summaries and alerts for unusual spending or price changes.
- No Bank Login: Your data is uploaded directly, ensuring privacy.
Use Cases of Kleev
- Personal Finance Management: Understand where your money goes each month and identify saving opportunities.
- Subscription Management: Keep track of all your subscriptions, spot price increases, and cancel unused ones.
- Property Investors: Monitor rental income, expenses, and overall property performance.
- Budgeting: Set monthly budgets and track your progress against them.
- Wealth Building: Track your savings rate and investment contributions to grow your net worth.
Pricing
Kleev offers a free tier to get started. There is also a 'Founding member launch offer' for a lifetime Max plan at A$67.69, with limited spots available.
FAQ
Is my financial data safe? Yes, Kleev does not require bank logins. You upload your statements directly, and your data is kept private.
What types of statements can I upload? You can upload bank, credit card, mortgage, and property statements in CSV format.
Does Kleev provide financial advice? No, Kleev provides general and educational insights only, not tailored financial advice.
Can I track multiple accounts? Yes, you can upload statements from multiple accounts and view them together.
Is Kleev available outside Australia? Kleev is designed for Australians, but the platform may be accessible internationally.
