Now in Beta

Your finances,
finally at peace.

AI-powered personal finance with net worth tracking, estate planning, emergency access, and privacy-first architecture — all in one place.

Get Started Free Watch Demo →
4+
Accounts in one view
AI
Powered by Claude
30+
Currencies supported
0
Data sold to anyone

Everything your finances need.
Nothing you don't.

Built for people who take their financial life seriously — from daily spending to generational wealth planning.

🧠

AI Finance Chat

Ask questions about your money in plain English. Claude analyzes your actual transaction history — not generic advice, real insights about your finances.

Exclusive
📊

Net Worth Dashboard

See your complete financial picture at a glance. Accounts, real estate, investments, loans, and debt — all tracked and charted over time with 5-year comparisons.

🏛️

Estate & Emergency Access

Grant trusted family members or financial advisors time-limited, permission-controlled access. Automatically triggers after 60 days of inactivity. Critical when it matters most.

Exclusive
🔒

Privacy-First Architecture

Your data is end-to-end encrypted. Never sold to third parties, never used for advertising. You own it completely — and can export or delete it at any time.

🌏

Multi-Currency & India Support

Seamlessly track USD, INR, and 30+ currencies. Full support for HDFC and ICICI bank imports, Indian number formats, fiscal year, FD, PPF, and NPS tracking.

🏢

Business Entity Tracking

Keep personal and business finances cleanly separated. Tag transactions to entities like LLCs or rental properties, and generate reports for tax time.

Up and running
in minutes.

No bank credentials required. Import your statements and KOṠA handles the rest.

1
📥

Import your statements

Upload OFX, CSV, or PDF statements from any US or Indian bank. KOṠA parses every transaction automatically — no bank login credentials required, ever.

2

AI categorizes & analyzes

Transactions are automatically categorized using a smart code system. Review flagged items, split receipts, tag business expenses, and spot anomalies — all in one queue.

3
🎯

Plan with confidence

Set budgets, track net worth goals, and ask your AI advisor anything. Know exactly where you stand today — and model where you'll be in five years.

See KOṠA
in action.

A walkthrough of the dashboard, AI chat, budget tracking, and estate access features.

mykosa.com/dashboard
Product Demo — 3 min

Dashboard · AI Chat · Net Worth · Estate Access

No other app
does all this.

Estate planning is a core feature

Emergency access for family and advisors is built into the architecture — not bolted on. Auto-triggers on inactivity, with full permission control.

AI that knows your actual finances

Claude reads your transaction history and gives relevant, personalized insights — not generic financial tips. Ask it anything about your money.

US and India in one app

FD, PPF, NPS, and HDFC/ICICI imports alongside US 401k, real estate, and bank accounts. One app for your entire financial life across borders.

Feature Others KOṠA
AI Finance Chat
Emergency Access
Estate Planning
Indian Bank Support
Business EntitiesPartial
Privacy-First
Accountant Access

Less than two coffees
a month.

Simple, transparent pricing. No hidden fees. Cancel anytime.

Personal
$9.99/mo

Everything you need to take control of your personal finances.

  • All accounts in one dashboard
  • AI-powered finance chat
  • Net worth tracking
  • Multi-currency + INR support
  • OFX / CSV / PDF import
  • Budget & goal tracking
  • Family access
  • Business entities
Get Started
Professional
$29.99/mo

For business owners managing personal and business finances together.

  • Everything in Family
  • Business entity tracking
  • Schedule C mapping
  • FBAR / FATCA helper
  • Indian ITR support
  • FD / PPF / NPS tracking
  • Watermarked exports
  • Priority support
Get Started

💼 Accountant Access Add-On

Grant your CA or CPA time-limited, read-only access. Available on all plans. Access auto-expires after their engagement ends — no manual cleanup needed.

+$2 / mo

Questions?
Let's talk.

Our team responds within one business day. Happy to walk you through a demo or discuss your use case.

✉️
📞

Phone

+1 346-631-8243

Mon–Fri, 9 AM – 6 PM CT

⏱️

Response Time

Within 1 business day. For urgent matters, please call directly.

Built by
VN Tech

KOṠA is a product of VN Tech — building privacy-first financial tools for individuals and families.

Need to share more detail? Use the full contact form →