Your money, with an AI copilot

Peach State Savings turns statements, screenshots, and scattered accounts into one clear financial picture — budgets, goals, net worth, and a portfolio that tracks itself.

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Any-Bank Statement Import

Upload any bank or credit-card PDF — AI extracts every transaction, flags duplicates, and auto-categorizes into your budget.

Portfolio from Screenshots

Snap your Fidelity positions page. AI reads your index funds, ETFs, and stocks into a live portfolio with allocation views.

AI Insights & Rebalancing

Concentration risk, sector exposure, and specific rebalancing moves — explained in plain English with real numbers.

Budgets & Goals

Monthly budgets, savings goals, and trends that show exactly where the money goes.

Net Worth Tracking

Accounts, assets, and liabilities rolled into one number you can watch grow.

Receipts & HSA Vault

Store receipts and HSA documentation where tax season can actually find them.