Everything you need to manage shared finances securely.
Clients grant you access through a secure invitation — no passwords or bank credentials are ever shared. Each accountant gets their own authenticated session with MFA.
Transactions from connected banks are automatically categorized using AI. Review income, expenses, and transfers with smart merchant recognition that saves hours of manual work.
Export client transactions to CSV for import into QuickBooks, Xero, or any accounting software. Filter by date range, category, or account before exporting.
AI automatically detects client subscriptions and recurring charges. See all recurring expenses in one place — ideal for tax prep and expense audits.
Clients with international accounts? View transactions in AED, USD, EUR, GBP, and 20+ currencies with automatic real-time conversion for unified reporting.
Real-time data from UAE banks (Emirates NBD, ADCB, FAB, Mashreq), US/Canadian banks via Plaid, plus crypto exchanges and brokerage accounts — no manual statement uploads needed.
Review client budgets by category, track spending against limits, and see where money goes. Ideal for advising clients on cost reduction and financial planning.
Clients choose whether you can only view their data or also make edits like recategorizing transactions. Permissions can be changed at any time by the client.
See client assets vs liabilities with drill-down detail. Track net worth trends over time to support financial planning and year-end reporting.
Your client opens their Wealthi AI Settings, goes to Shared Access, and invites you by email. They select 'Accountant' as your role and set your permission level.
You receive an email with a secure link. Sign up for a free Wealthi AI account (or log in if you already have one) and accept the invitation.
Switch to your client's account from the dashboard header. View their bank accounts, transactions, budgets, and financial summaries — all in real time.
Wealthi AI lets your clients grant you secure, read-only (or edit) access to their financial data. Instead of sharing bank passwords or exporting spreadsheets, clients connect their accounts to Wealthi AI and invite you to view everything — transactions, balances, categorization, and summaries — through your own authenticated login.
Yes. All data in Wealthi AI is encrypted with AES-256-GCM at rest and in transit. Bank access tokens are encrypted separately. Your session is authenticated independently — client credentials are never exposed to invited users.
View-only access lets you see all client financial data (accounts, transactions, budgets, net worth) but you cannot make any changes. Edit access additionally lets you recategorize transactions, add manual accounts, and manage data on the client's behalf. The client chooses and can change this at any time.
Yes. Each client invites you separately, and you can switch between client accounts using the dropdown in the dashboard header. There's no limit to how many client invitations you can accept.
No. Wealthi AI complements your existing tools by giving you real-time visibility into client bank accounts, spending patterns, and financial summaries. Use it alongside QuickBooks, Xero, or any other accounting software to reduce the back-and-forth of requesting bank statements and transaction data from clients.