Due Scope offers a personal AI financial agent and visual breakdown tools that help users understand every decision behind their money. The platform supports unlimited statement uploads in PDF, image, or CSV formats, automatically categorizes transactions, detects recurring subscriptions, tracks portfolios, and provides budgeting, net‑worth forecasting, and an AI coach—all secured with bank‑grade encryption and a single subscription price.
Funding
Funding not disclosed
Founders
Product
Problem
Individuals often struggle to obtain a clear, unified view of their finances because transaction data is scattered across multiple statements, formats, and platforms, requiring manual categorization and analysis. This fragmentation makes budgeting, tracking subscriptions, and forecasting net worth time‑consuming and error‑prone.
Solution
Due Scope offers a single‑price personal finance platform that consolidates unlimited financial statements—PDFs, images, or CSVs—into a unified dashboard. An AI engine automatically categorizes every transaction, identifies recurring subscriptions, and tracks portfolio holdings in real time. Users can create budgets across an unrestricted number of categories and view net‑worth trends with built‑in wealth forecasting. An AI‑driven financial coach provides personalized advice based on the full data set, while bank‑grade encryption ensures that user information remains private and is never sold.
Target Audience
Primary customers are individual consumers—such as salaried employees, freelancers, and households—who want a comprehensive, low‑maintenance tool to manage spending, subscriptions, and investments.
Features
- Unlimited statement uploads in PDF, image, or CSV formats
- Automatic AI categorization of all transactions with recurring subscription detection
- Unlimited budgeting categories with real‑time expense tracking
- Live portfolio monitoring for stocks, ETFs, and cash holdings
- Net‑worth calculation and AI‑powered wealth forecasting
- AI financial coach that accesses the user's complete financial data to generate advice
- Bank‑grade encryption; data is never sold or shared