Personal wealth and business books should not live in separate worlds.
Most founders and professionals juggle personal net worth, multiple company P&Ls, credit utilization and subscription creep across a dozen apps and spreadsheets. Revalo brings them into one intelligent view.
Everything a modern founder needs to see.
Built for people who run multiple businesses and still want a clear personal financial picture.
Net worth, live
See assets, debts and real-time net worth across every linked account in one number.
Per-business P&Ls
AI assigns transactions to the right entity so each company gets its own revenue, COGS, OpEx and margin.
Spending & subscriptions
Category breakdowns, monthly trends and automatically detected recurring charges.
Credit & debt clarity
Track balances, limits, utilization and the interest you are actually paying each month.
AI reconciliation
Every transaction is categorized, assigned to an entity and bucketed for bookkeeping without manual rules.
Actionable insights
AI surfaces savings opportunities, spending anomalies and ways to improve cash flow.
How Revalo works
Link your accounts
Connect banks, credit cards and loans via Plaid in minutes. Revalo supports personal and business accounts.
AI reconciles the books
Revalo reads transaction history, classifies every charge and assigns it to the correct entity or personal bucket.
See the full picture
Net worth, per-company P&Ls, subscriptions, interest and AI insights update every time you sync.
Built with security and privacy first.
We treat your financial data like the sensitive asset it is.
Read-only access
Revalo cannot move money. We only request read access to balances and transaction history.
You own your data
Your financial data is yours. We do not sell it and you can delete it at any time.
Bank-grade infrastructure
Encrypted connections, secure cloud storage and Plaid's trusted account linking platform.