Finally know where your money goes. And what to do about it.
Quetzalty Finance brings your accounts, cards and loans into one place. The AI imports your statements, categorizes spending, builds your budget, warns you before you overspend and teaches you to use credit better.
- No credit card
- Your data protected
- Built for Mexico (SAT, CAT, MSI)
Financial Copilot
analyzes your money instantly
Your top 3 categories were Dining, Groceries and Transport. Dining is up 28% vs last month 👇
AI
Imports and categorizes your transactions for you
360°
Accounts, cards, loans and goals in one view
0
Spreadsheets: just ask your money
MXN
Built for Mexico: SAT, CAT and MSI
Connects with the tools you already use
It's not that you earn little. It's that no one tells you where it goes.
Managing your money by hand is exhausting and almost no one keeps it up. The copilot does it for you: it organizes, warns and explains.
You don't know where it goes
With no categories or history, the month ends and you don't know on what. Blind decisions and zero room to save.
The cards beat you
You forget the statement date, pay the minimum and interest piles up. Credit stops being a tool and becomes a burden.
Your money lives in a dozen apps
Bank over here, card over there, notes on your phone and a spreadsheet you never update. Nothing talks to each other.
Much more than logging expenses: a copilot that orders your money.
Bring your finances together, automate the tedious with AI and make better decisions with clear data.
All your money in one place
Accounts, cards, loans and cash organized in an account tree, with consolidated balance and live net worth (assets − liabilities).
Import statements with AI
Upload your statement as PDF, CSV, Excel or a photo: the AI extracts the transactions, categorizes them and spots duplicates. Works with Mexican banks.
Budgets and goals
Budget by category, the 50/30/20 method and savings goals with date and progress. You know how much you can spend and how far you are.
The real cost of your credit
Statement and due dates, payment to avoid interest, projected interest, CAT, credit utilization and interest-free installment (MSI) tracking.
Preventive alerts
It warns you before there's a problem: overspending, nearing the limit, an upcoming card payment, recurring subscriptions and stale statements.
Financial copilot
Ask in plain language and get answers with charts and tables. It analyzes, educates and simulates scenarios — no spreadsheets.
Your money, clear and under control
Designed so you understand your finances in seconds and the AI does the heavy lifting.
Your money at a glance, not in a spreadsheet
A panel with your balances, monthly spend, upcoming payments and the evolution of your net worth. All live and easy to read.
- Net worth (assets − liabilities) and its evolution
- Spending by category and trends over time
- Upcoming card payments always in view
Patrimonio neto
$184,200
▲ 3.2% este mes
Gasto del mes
$11,930
de $14,000 presupuesto
Gasto por categoría
From your statement to control in 4 steps
Upload the file, the AI extracts and categorizes the transactions, you review what you want and confirm. No typing transaction by transaction.
- PDF, CSV, Excel or image of the statement
- The AI extracts, structures and categorizes
- Automatic duplicate detection
Importar con IA
estado-cuenta.pdfAsk your money and get answers, not reports
"What did I spend the most on?", "how's my net worth?", "how much can I spend today?". The copilot answers with charts, tables and recommendations.
- Analysis with charts generated on the spot
- Simulate principal payments and project cash flow
- Detect subscriptions and unusual charges
Abonando $2,000 a capital ahorras $1,840 en intereses y terminas 4 meses antes. 📉
It doesn't just show numbers. It helps you decide.
The same AI copilot from the Quetzalty ecosystem, focused on your money. Here's what it can do for you:
Analyzes
"What did I spend the most on?", net worth, cash flow and "how much can I spend today?" (safe to spend), with instant charts.
Educates
How to use your card well, what CAT, GAT or your credit bureau are, and where to invest (CETES, Sofipos, Fibras) with advice based on your data.
Simulates
A loan amortization table, savings from paying down principal and a projection of your cash flow over 3–12 months.
Acts for you
Imports a statement, creates a savings goal, logs an expense or sets a budget — always with your approval.
Your financial information, treated with respect
Your data is some of the most sensitive there is. Here's how we protect it.
Your data, protected
Encryption in transit and at rest, and role-based access control. When bank aggregation is added, credentials stay tokenized at the aggregator, not with us.
LFPDPPP compliance
Express consent to process your financial data and a privacy notice compliant with Mexican law (ARCO rights).
You're in control
Export your data and reports to CSV anytime. We don't sell your information to third parties.
Questions about Personal Finance
What is Quetzalty Finance?+
A personal finance app with AI that brings your accounts, cards and loans into one place, categorizes your spending, builds your budget and helps you decide with a financial copilot.
Can I import my bank statement?+
Yes. Upload your statement as PDF, CSV, Excel or a photo and the AI extracts the transactions, categorizes them and detects duplicates automatically. It works with Mexican banks.
Does it connect to my bank automatically?+
Today control starts from statement import (manual or by file); automatic bank aggregation via Belvo/Finerio is on the roadmap. So you control all your money from day one.
Is my financial data secure?+
Yes. We use encryption in transit and at rest, role-based access control, and handle your data in line with Mexico's LFPDPPP (express consent and ARCO rights). We don't sell your information.
Does it work for Mexico?+
Yes, it's built for Mexico: Mexican pesos, SAT fiscal basis, the real cost of credit (CAT) and interest-free installment (MSI) tracking.
Is there a cost?+
You can start free, no card. Import your first statement and let the copilot order your finances.
Stop guessing where your money goes.
Start free today: import your first statement and let the copilot order your finances for you.
- No credit card
- Your data protected
- Cancel anytime