Your AI CFO for credit card benefits

Proactive agents that track, remind, and recover the money you're already paying for — automatically.

Start Free — 30 Days
Then $20/mo · Cancel anytime
9:41
Tuesday, January 28
Your Chase Sapphire Reserve ($550/year) has 12 unused benefits worth $2,400. Want to see them? You spent $340 at Whole Foods this month. Your Amex Gold earns 4x points there — that's $54 in rewards you're collecting. I filed your TSA PreCheck reimbursement ($85) with Chase. Should arrive in 5–7 business days. I booked the Marriott Marquis for your SF trip (Mar 25–27) using your expiring $250 Amex credit. Net cost: $45. Cancel by tomorrow if you want.
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Start small. Go as far as you want.

Every tier is optional. You can stop at any level and still get real value. Most users start at Tier 1 and expand after seeing their first recovery.

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Tier 1: Add Your Cards
See your full benefit catalog, forward trial emails to get reminders before you're charged, and text Savvy anytime — "Which card should I use at Walmart?"
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Tier 2: Connect Your Bank
Auto-match transactions to your cards. Savvy marks which credits were used, flags what you're missing, and tracks expiring benefits.
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Tier 3: Full Agent Access
Let Savvy book hotels, file claims, and manage subscriptions on your behalf. You stay in control with approval prompts.
The phone demo above shows what's possible at each tier — starting from simple card discovery all the way to full automation.

Sound familiar?

Watch what Savvy finds — in real time.

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Sephora gift card
Birthday present, June 2024
+$50
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Calm app subscription
You tried it once. Still charging.
+$14.99
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Amex hotel credit
Expires in 11 days
+$200
↩️
Zara jacket refund
Returned 3 weeks ago. Never posted.
+$89
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AirPods price drop
Apple lowered the price. Get the difference.
+$40
Found so far
$0

The average Savvy user finds $847/year.

That's 3.5× your annual subscription — and most users find value in their first week.

What are you missing?

Works however you manage money

Hands-on or hands-off — Savvy adapts to you.

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"I like spreadsheets"

Export to Excel anytime, or automate monthly downloads. Forward receipts and we'll track them. You stay in control.

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"Just give me peace of mind"

Connect your bank. We watch for refunds, expiring credits, and forgotten charges. You do nothing.

🔒 Read-only access
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"Which card should I use?"

Just ask. Anytime.

Text or email your Savvy.

We watch. You relax.

Everything that needs your attention — in one place.

Your Money Dashboard
Net Worth
$127,430
↑ $2,340 this month
Hidden Money Found
$847
Across 9 places
Needs Attention
4
2 expiring soon
📉
Price Drop — LG TV
Now $150 less than you paid
Get $150
⚠️
Fitness App Trial
Charges $9.99/wk tomorrow
Cancel?
AMEX
Free Hotel Night
Hilton Aspire benefit
Exp. Mar 15
RAY-BAN
Ray-Ban Gift Card
From birthday last year
$75
Refund — Nike Shoes
Returned 6 days ago
Tracking
Target Store Credit
From return — Dec 12
8 days left

"Savvy found $1,200 in forgotten credits across 3 cards I didn't even know had benefits. Paid for itself for 5 years."

M
Michelle T.
Recovered $1,200

"It caught an $18/mo subscription I forgot about AND used my expiring hotel credit. I recovered $450 in month one."

R
Ryan K.
Recovered $450

"Set it up in 2 minutes. Got a text the next day about a $300 travel credit expiring. That alone was worth it."

D
David L.
Recovered $300

No one has to be the family accountant

One person tracks everything while everyone else asks "are we okay?" Savvy gives everyone visibility — without the work, and without oversharing.

Share joint accounts automatically
Keep personal accounts private
Hide purchases — birthday gifts stay secret

Flying solo? Savvy works great for individuals too — just skip the sharing.

A
Alex
Sees shared + personal
J
Jordan
Sees shared + personal
🔒 Bank-level encryption via Plaid

Read-only access · Your data is never sold · Used by Venmo, Robinhood, and Coinbase

Your money. All of it.

Stop losing money to forgetfulness. Start finding it instead.

🔒 Bank-level security · Plaid-certified · You control what we access

Then $20/mo · Cancel anytime