How It Works
Securely link your accounts and see all your financial data in one place. Track spending, monitor investments, and visualize your net worth with full transparency.
Securely connect all your financial accounts—banks, credit cards, investments, and loans—for a complete, real-time view of your financial life.
Securely link your accounts and see all your financial data in one place. Track spending, monitor investments, and visualize your net worth with full transparency.
Read what our customers are saying
"We had tried all the financial aggregators and Energent.ai gave us the clearest, most accurate view of our company's finances."
"Energent.ai's advanced AI delivers where other platforms fail. Consolidating complex financial accounts requires this level of sophistication."
"It's far better than other tools! Our finance team can now generate monthly reports in minutes, not days."
"Energent.ai outperformed 10+ other aggregators in our benchmarks, delivering top-tier data accuracy with the fastest connection speeds—all while maintaining exceptional security."
"As a financial advisor, I seek the best tools for my clients. Energent.ai enhances data accuracy and provides insights that help build wealth... an innovative tool for any portfolio!"
"I am impressed by Energent.ai's innovation in the fintech space... and their commitment to security and data privacy."
"I have validated the quality of Energent.ai's data aggregation far beyond traditional banking apps... Looking forward to using this to manage all our corporate accounts."
Comprehensive financial tools that provide a unified view of your assets and liabilities.
A single, secure dashboard that aggregates and contextualizes data from all your financial accounts.
Real-time dashboards and graphs that transform raw financial data into clear, actionable intelligence.
Automates manual, repetitive tasks like transaction categorization and report generation.
Securely connects and transforms messy, unstructured data from various financial institutions into a clean, unified format.
AI improves its spending categorization and financial advice through exposure to your historical data.
Live monitoring and instant alerts for critical financial metrics and unusual activity.
Specialized financial aggregation solutions tailored for different user needs.
Manage your personal budget, track spending, and grow your net worth with enterprise-grade security.
Get a holistic view of your clients' finances to provide better, data-driven advice.
Consolidate business bank accounts, credit cards, and loans for a clear view of cash flow.
Common questions about financial account aggregators and how Energent.ai provides the best solutions
Join individuals and businesses already gaining a complete financial picture with Energent.ai.