Track your spending

See your spending clearly with AI that shows where your money goes, and what it means for you.

Monitor every transaction

Track every dollar across all your accounts in one place—clean, connected, and always up to date.

Visualize your entire allocation

Know where your money is and whether it matches your goals with a personalized risk profile.

Control on your next move

See exactly what you're paying for and cancel what you don't need.

Ask about your spending

Get the answers you need to get clarity and make better financial decisions.

Where can I save an extra $500 a month?

How much did I spend on groceries last month?

How am I tracking towards my budget?

Tap into your transactions

Origin’s AI outperforms human advisors and leading LLM models in delivering personalized financial advice.

Origin is the first AI financial advisor designed for contextual reasoning to deliver advice that’s not only fluent, but grounded in your actual financial life.

Analysis of your spending

AI reviews your past 6 months to show income, spending, and buffer trends—so you know where you stand and what to adjust.

Weekly recaps

Your financial life, summarized daily—stay in sync with the markets, the news, and your money.

Budgeting done for you

Our AI reviews your income and spending to create a personalized budget in seconds.

Suggested budget

Based on your past income and spending, AI recommends a monthly budget that builds in savings and keeps your cash flow positive—so you can move forward with confidence.

Budget tracking

Keep your income and expense in sync with real-time AI insights.

Connect all your accounts

Connect accounts seamlessly and see everything in one app.

Answers to your questions

Can I add my partner to Origin?

Yes. Origin offers partner access so you can manage your finances together at no additional cost. You’ll be able to filter transactions by member—making it easy to see which spending is yours and which belongs to your partner.

Can I edit or add transactions?

Yes. You can edit existing transactions and add new ones directly in Origin, so your records stay accurate and personalized.

Which systems does Origin use to connect accounts?

Origin connects securely through trusted partners including Plaid, MX, and Mastercard.

Can I import transactions?

Yes. Origin supports CSV uploads. You can upload a .csv file of your transactions, and we’ll import them into your account.

Is it safe to connect my accounts?

Yes. Your data is protected with bank-level security and advanced encryption. When you connect accounts through Origin, your login credentials are never shared with us. Instead, our partners generate secure tokens that let Origin access only the data you authorize—keeping your personal information private while enabling personalized insights.

Can I categorize my spending?

Yes. You have full control to organize your spending in Origin. Transactions are automatically categorized by Origin, but you can always edit categories, add your own tags, and filter transactions however you like—so your spending reflects the way you actually manage money.