BalanceLens AI

BalanceLens AI is a private, local-first personal finance dashboard for iPhone and iPad. Import PDF bank statements from any institution and get a clear picture of your net worth — without ever connecting your bank accounts. YOUR DATA STAYS YOURS Unlike traditional finance apps, BalanceLens AI never asks for your bank login, never connects to your accounts, and never stores your data on our servers. Everything syncs privately through your own iCloud account. Only you can see your finances. IMPORT ANY STATEMENT Drop in PDF statements from your bank, brokerage, or credit union. BalanceLens AI automatically recognizes statements from dozens of institutions including Bank of America, Fidelity, Chase, Citibank, Charles Schwab, American Express, and more — all parsed directly on your device. For an institution it doesn't recognize, the statement text is sent over an encrypted connection to Anthropic's Claude API to identify account names and balances, then discarded. That text is never stored on our servers, and you can turn AI parsing off entirely in Settings. SEE YOUR COMPLETE PICTURE -Net worth dashboard showing assets minus liabilities -Cash, investments, CDs, and debt broken down at a glance -Allocation chart showing how your wealth is distributed -All accounts organized by institution -Track net worth changes over time with every import HOME SCREEN WIDGET Add the BalanceLens AI widget to your home screen and see your net worth at a glance — in small, medium, or large size — without opening the app. TRACK YOUR PROGRESS Every time you import statements, BalanceLens AI records a snapshot of your net worth. Watch your wealth grow over time with a clear history chart showing month-by-month progress. SUPPORTED INSTITUTIONS Bank of America · Fidelity · Chase · Citibank · Charles Schwab · American Express · Digital Federal Credit Union · Alpaca · E*TRADE · Computershare · Star One Credit Union · Coinbase · and many more via AI parsing PRIVACY BY DESIGN -No account sign-up required -No bank credentials ever entered -Data encrypted in your personal iCloud -AI parsing is optional and can be turned off -Works offline after import -We never store your financial information BalanceLens AI is built for people who want a clear view of their finances without trusting a third party with their most sensitive data. BalanceLens AI is an independent app and is not affiliated with, endorsed by, or partnered with any of the financial institutions mentioned.