Fortune App

Fortune connects to more than 15,000 banks in the US, EU, and Canada, and keeps each account refreshed without manual exports. Once a connection is live, balances and transactions flow in on their own. That removes the weekly habit of downloading CSV files from four different banking portals.

The dashboard tracks money in and money out as it happens, with a running total for the month. You can see whether a client payment has cleared before you approve a purchase. For a small team, that beats checking a balance and guessing what is still pending.

The AI reads your transaction history and answers questions in normal language. Ask why spending jumped in March, or whether a vendor charge looks duplicated, and you get an answer tied to the entries behind it. It also flags patterns worth a look, such as a subscription you stopped using.

Financial forecasting here runs on your own data rather than an industry average, and the app projects income and expenses forward from there. The output is a range you can plan around, not a promise. It is most useful when you have at least a few months of history, so a brand new account starts with a thin baseline.

Search filters narrow thousands of entries down to the ones you need: by merchant, amount, date range, or category. This is the feature you reach for during a tax review or when a payment needs tracing. Results stay linked to the source account, which makes verification quick.

The app builds income, expense, and cash flow reports from the connected accounts. You can review them on the phone or pass them to an accountant as a starting point. Reports reflect what is in the connected accounts, so cash transactions need to be entered if you want the full picture.