MongoDB - Build AI That Scales
Mini tools
Nume AI CFO
Compass AI
Quaestor Ledger
Amigo AI
Finma
Skwad
SimplyBudget AI
Zeni
Owny
Precanto
LedgerLion
EvryThink
Koteshen
Vektor
Vena
LedgerUp
Vic.ai
Fortune App
Orbit
Fiskl
CleeAI
GetSpiced
Starnus
Activepieces
Avataar's GenAI Creator
Olivya
Abstra
Pipefy
DoubleO
AI Agents
Neferdata
Quixl
Cubeo
Sema4.ai
Ridvay
Tray.io
Cognition by Mindcorp
GoodWork
Mr David
UiPath
Ramp
Brex AI
Capeprivacy
USD INR OTC
Principal
Overview
Principal is an AI-powered wealth platform designed to offer users a comprehensive, unified view of their financial life. It is built to track investments, help grow wealth, and provide personalized financial insights that enable users to make informed decisions.
Users can connect to multiple financial institutions, including banks, retirement plans and credit cards via a trusted partner, Plaid. With overarching concepts of privacy and security, Principal ensures that user data is protected using bank-grade security measures.
The platform analyzes user data to offer a clear, precise view of finances, helping individuals to understand their financial situation better. Catering to diverse needs, Principal enables real-time tracking of wealth, historical balance tracking, and offers an overview of users' assets and liabilities.
Additional features include transaction history review, investment portfolio handling, real-time tracking of real estate values and retirement projections.
Lastly, it is working towards offering AI-powered risk analysis. Thus, Principal aims to serve as a new home for personal finances by replacing the conventional ways of managing finances with smarter, AI-driven solutions.
Releases
Top alternatives
-
The AI CFO for startups and SMEs
Alex W.🛠️ 1 tool 🙏 18 karmaDec 4, 2025@Nume AI CFOMeet Nume, an AI CFO that proactively watches your finances 24/7. You can connect to your ERP and bank account and be live in 5 min. Once setup, Nume will automatically start generating proactive insights. We built Nume as the solution we always wanted and needed ourselves. Designed, validated, and co-created by by our in-house team of 30+ CFOs. -
Got 99 Problems? With Compass, Cash Flow Ain't One. -
An AI-powered financial command center that untangles your complex financial lifeI was a dedicated Banktivity user for over a decade. I tried Monarch, Copilot, and YNAB. But none of them could handle my life: dozens of accounts, multiple currencies, and complex cash flow. I spent hours manually untangling internal transfers just to see my real run rate. I built Quaestor Ledger to automate the heavy lifting. If you have complex finances, this is the dashboard you've been waiting for. -
AI-powered finance management for smarter budgetingHi Federico, Thank you for taking the time to share your feedback. We truly appreciate all kinds of input as it helps us improve Amigo AI. If you'd like to explore the app further, we’d be more than happy to provide you with a redeem code for free access. Additionally, we're also open to sharing the code with the community if anyone is interested. Please let me know here, and I’ll share the coupon code with you directly! Love Amigo -
All your finances in one place, beautifully managed. -
Manage money privately, without sharing bank logins.Cute expense tracking app. I really appreciate you can import old transactions (former Mint user here), i hope it's as good as it sounds.
