Make every dollar visible,then make it work harder.
Atlas Finance unifies bank accounts, budgets, rewards, and goals in a single, elegant dashboard. Track progress, unlock insights, and export clean reports without spreadsheets.
Built for clarity, not clutter.
Atlas Finance keeps the signal and removes the noise. Every module is designed to help you make a decision.
Connect banks, credit cards, and investments to see net worth, cash flow, and trends in one place.
Cleaner spend analytics with smart category mapping, search, and filters across accounts.
Surface the best card for each spend category and track earned rewards automatically.
Plan monthly budgets and savings goals with progress tracking and alerts.
Export CSV or PDF reports for taxes, advisors, or spreadsheets with one click.
Secure Plaid sync with retries and health checks to keep data fresh and dependable.
Security is a feature,not a checkbox.
We encrypt sensitive tokens, enforce MFA, and validate requests to keep accounts protected. Health and metrics endpoints are gated for production.
We lock sensitive account connection data so it cannot be read in plain text.
- • Your banking connection details are protected at rest.
- • Only secure, authorized services can use them.
If too many login or security requests happen too quickly, we slow or block them automatically.
- • This helps protect against bots and brute-force attacks.
- • Normal use is not affected.
You can require a second code at sign in. If your phone is unavailable, one-time backup codes can still get you in.
- • Works with authenticator apps for daily sign-ins.
- • Backup codes are one-time use for emergencies.
We verify that sensitive actions come from trusted pages before accepting them.
- • Helps prevent unwanted actions triggered from other sites.
- • Keeps account changes safer.
System monitoring helps us detect issues quickly while keeping private information out of logs.
- • Helps us respond faster if something goes wrong.
- • Sensitive values are masked automatically.
From connection to insight in minutes.
Link your banks via Plaid and optional Coinbase for crypto holdings.
Dashboards show cash flow, budgets, and trends in seconds.
Optimize spending, track goals, and export reports when you need them.
Built in public, documented daily.
Every design decision, architecture trade-off, and challenge we solve — shared as daily dev blog posts.
How we built the dashboard, tax engine, and investment tracker.
Dark mode, responsive layouts, and the choices behind our UI.
Plaid integration, real-time sync, and deployment on AWS.
Ready to turn your finances into a system?
Start free, connect your accounts, and see your financial story instantly.