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Average Ratings 2 Ratings

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features
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support

Description

Cashly serves as a comprehensive tool for managing daily expenses, budgeting, and overall financial oversight, specifically designed for the dynamics of money management in India, including bank accounts, UPI, credit cards, wallets, and cash transactions. It prioritizes user security by never requesting sensitive information like bank logins, SMS permissions, or card details. Users simply input their financial activities, and Cashly automatically updates all relevant balances: a card payment increases the outstanding amount, a UPI transaction decreases the linked account balance, and alterations to previous entries prompt recalculations across the board. The app effectively monitors EMIs and loans, providing details on interest rates and remaining payment periods while also sending reminders for upcoming subscriptions and bills, all while maintaining an organized record of money lent and borrowed, even with partial repayments. A user-friendly dashboard presents insights into income, expenditures, and savings percentages over any selected time frame. Additionally, Cashly functions offline and enables synchronization between mobile and web platforms in real time, offering a complete REST API and MCP server that allows AI assistants, like Claude, to access and log details on your behalf. Subscription plans are available starting at just Rs 49 per month after an initial 7-day free trial, making it an accessible choice for effective financial management. With Cashly, users can take control of their finances effortlessly and efficiently.

Description

Quickly view the totals across your various account types and easily access the balances of any account you're interested in examining. Monitor both your short-term and long-term financial changes by account type to evaluate your growth in cash reserves, investments, property value, and beyond. Gain a comprehensive overview of your income, expenses, and transactions all in one convenient location. With NerdWallet, you can understand exactly how much money you have and how it is being allocated. Uncover valuable insights that empower you to maximize your financial potential. Start by assessing the overall landscape of your finances, viewing all your accounts on a single screen, or delve deeper into specifics like your cash flow, expenditures, credit score, and net worth. Additionally, receive expert tips approved by NerdWallet to enhance your financial health. Explore strategies for continuous improvement, such as boosting your credit utilization or settling your bills ahead of time. Moreover, identify opportunities to fine-tune your spending habits and recognize when something seems amiss to maintain better financial stability.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$0.51
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Corenexis

Founded

2023

Country

India

Website

corenexis.com

Vendor Details

Company Name

NerdWallet

Country

United States

Website

www.nerdwallet.com/l/nerdwallet-app

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Product Features

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