Crbit provides a platform for financial institutions to streamline operations and improve customer engagement. Their solutions focus on optimizing financial transactions through secure and efficient technology. This allows businesses to leverage advanced tools for enhanced financial service delivery.
Funding
Funding not disclosed
Founders
Product
Problem
Many individuals and families struggle to manage their finances effectively, often relying on manual methods like spreadsheets or fragmented tools. This makes it difficult to gain a holistic view of their financial situation, collaborate on financial goals, and make informed decisions about budgeting and saving.
Solution
Crbit is a personal finance management application that leverages AI and open banking to provide users with a comprehensive platform for tracking, managing, and growing their money. The app allows users to connect multiple financial institutions, track expenses, create budgets, and collaborate with family members on shared financial goals. Crbit's AI agent, Wally, offers personalized insights and automates budgeting tasks, helping users make smarter, data-driven financial choices. The platform also supports multiple profiles for personal, couple/family, and business accounts, enabling users to manage all their finances in one place.
Target Audience
Crbit primarily targets individuals, couples, and families who want to gain better control over their finances, collaborate on financial goals, and leverage AI-powered insights to make smarter money management decisions.
Features
- Connection to multiple financial institutions via open banking APIs
- AI-powered insights and automated budgeting with Wally, the personal finance AI agent
- Collaborative financial planning features for families and couples
- Automated budget creation based on spending habits
- Subscription management to track and control recurring charges
- Receipt organization and storage
- Transaction splitting and categorization
- Advanced analytics and data export capabilities
- Multiple profiles for personal, family, and business finances