Features & Roadmap
Atlas Finance is a comprehensive personal finance platform that connects your bank accounts, investments, and assets into a single dashboard. From real-time transaction syncing and AI-powered budgeting to tax intelligence and expense splitting, we have built over 102 features across 20 categories — with a native iOS app and enterprise-grade security. Below is everything we have shipped and what we are building next.
Intelligent Monitoring
Real-time financial monitoring agents that proactively watch over your money.
Six specialized agents: Budget Monitor, Spend Analyzer, Savings Advisor, Bill Tracker, Investment Scout, and Credit Guardian with smart polling and database persistence.
iOS App Enhancements
Bringing the full Atlas Finance experience to your iPhone.
Connect bank accounts directly from the iOS app using the Plaid Link iOS SDK.
Biometric authentication for instant, secure sign-in with Keychain protection.
Full budget management and bill tracking on mobile with native SwiftUI interfaces.
View investment holdings, spending reports, and analytics on the go.
Real-time APNs alerts for budget limits, low balances, bill due dates, and support replies.
Smart Card Benefits
Automatically track every statement credit, reward multiplier, and perk across your cards.
Detection rules, benefit templates, and earning rates for 20+ popular credit cards including Chase Freedom, Amex Green, and more.
Track how much of each statement credit you have used and get alerts before benefits expire or reset.
Recommend which card to use for each purchase category to maximize points, miles, or cashback.
Feasibility Studies
Features under research and evaluation to determine technical viability.
Evaluate offline-first architecture for Splits: IndexedDB caching for read-only offline access, background sync queue for adding expenses when back online, and conflict resolution for multi-user scenarios.