All the clarity you need, in one place
From cash flow to long-term investments, NestWise gives you the visibility to make better decisions faster.
Adaptive Budgets
Roll envelopes forward, automate recurring spend, and stay ahead of the month with smart recommendations.
Instant Sync
Secure Plaid integrations keep transactions, balances, and account health in sync without manual imports.
Forward Looking
Scenario projections reveal cash runway, investment growth, and opportunities to accelerate your goals.
A workspace for every decision
Review budgets, reconcile accounts, and visualize your trajectory without switching tabs. NestWise keeps your critical numbers together with intuitive controls and beautiful reporting.
- Dashboard snapshots highlight the most important deltas the moment you log in.
- Accounts stay balanced with clear reconciliation flows and audit history.
- Plan for the future with projected budgets and recurring transaction tracking.
24/7
Continuous coverage with uptime monitoring and proactive alerts.
256-bit
End-to-end encryption across data at rest and in transit.
5 min
Average setup time to connect accounts and build your first plan.