For business
Control vendor and software spend across every account.
Find recurring software, vendor price increases and duplicated tools across business cards and bank accounts.
Read-only financial connections · Built with privacy in mind · Your financial data is never sold
Monthly intelligence
September is trending $824 higher than your six-month average.
Why?
Dining is +$412, Amazon is +$281 and your auto insurance increased $24.
Ask MonthlyIQ
SaaS detection
Distinguish software subscriptions from generic services or entertainment.
Vendor history
Review amounts and payment methods across accounts.
Price-change alerts
Surface changes that deserve confirmation or action.
Questions
- Can categories be changed?
- Yes. Transactions, vendors and recurring expenses each support the right scope of correction.
Privacy & AI
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MonthlyIQ does not sell your personal information or use financial data for targeted advertising.
Minimum necessary AI context.
Only information needed to provide the requested AI functionality is sent to our approved AI service provider.
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Your corrections override automated classifications.
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Disconnect accounts or delete your data when you choose.
MonthlyIQ is an AI financial assistant — not a financial adviser, investment adviser or autonomous decision-maker. AI results are informational; estimates are labeled and supporting transactions are always inspectable. Privacy policy · Subprocessors