Consolidate bank statements, track net worth, and manage family finances — all in one collaborative app.
No more juggling banking apps and spreadsheets. Tandemly brings it all together with smart automation.
Upload CSV or PDF statements with intelligent column mapping and automatic duplicate detection.
AI-powered auto-categorization, custom rules, or manual tagging. Your choice, your workflow.
One unified ledger across all your accounts. Filter, search, and manage every transaction in one place.
Invite family members and advisors with role-based access. Owner, Admin, Editor, or Viewer — you decide.
Progressive Web App that runs on phone, tablet, and desktop. Install it like a native app — no app store needed.
Full data export and account deletion. Encrypted sessions, no cross-workspace leakage. Privacy by design.
No bank logins required. Tandemly works with the statements you already have.
Drop in CSV or PDF exports from any bank. Tandemly maps the columns and detects duplicates automatically.
AI suggests categories. Set up rules for recurring merchants. Flag unknowns for manual review.
Track net worth, spot trends, generate reports, and close each month with confidence.
Secure sessions, rate-limited endpoints, verified auth
We never ask for your banking credentials. Upload exports only.
Export everything. Delete anytime. Your data is always yours.
Personal, business, family — each workspace is completely separate.
Be among the first to unify your family finances. No credit card required — just your email.