Now syncing with 12,400+ institutions

The  quiet  ledger  for your  money.

Coffer reconciles every account, categorizes every transaction, and quietly tells you what changed — so you don't have to open another spreadsheet again.

Read-only access
No bank logos to chase
Export anything as CSV
/ The dashboard

A single page that answers where did it go?

Every account, every transaction, in one continuously-updating ledger. Coffer's net-worth chart redraws as money moves — no manual refresh, no stale rows.

app.coffer.so / overview
Live

Good morning, Theo.

Tue · May 23 · 2026
Net worth
$248,402
+ $1,840 this week · 14 accounts
Spent this month
$3,182.40
$1,288 below pace
Rent
Food
Travel
Saved
$612
↗ 18% vs Apr
Recent activity
View all →
Whole Foods Market
Groceries · Amex Gold
−$48.20
2m ago
Ramp · Payroll
Income · Chase 0119
+$6,240.00
1h ago
Verizon Wireless
Utilities · Auto-pay
−$78.00
3h ago
Blue Bottle Coffee
Dining · Apple Card
−$5.75
yesterday
/ What it does

Six tools, one quiet ledger.

Each surface earns its keep. No dashboards-of-dashboards, no AI confetti — just the numbers, organised.

Net worth, redrawn nightly.

Every balance, every loan, every brokerage. Coffer pulls fresh closes after midnight and shows you the line that actually matters.

Live, not lagging.

Sub-second balance pings from every connected bank.

$12,480.50
Operating · 4 accts

Categorize once.

Rules that learn from one example and never ask twice.

Groceries
$642
Dining
$418
Transport
$308
Subs
$192

Budgets that breathe.

Soft caps that flex with your income.

74%of monthly

Connects to where your money lives.

12,400+ institutions across 38 countries. Plaid, Teller, MX, and direct partner OFX where it matters.

CHASE
VANG
AMEX
SOFI
COIN
FIDO
C

Rules.

Tiny scripts for the things you re-classify every month.

when merchant ~ "BLUE BOTTLE"
  set category = "Coffee"
  tag "morning" if hour < 11
/ How it works

From scratch to settled in under four minutes.

01 / CONNECT

Link every account.

Read-only credentials, encrypted in transit and at rest. No login is ever stored on Coffer's servers.

CHASE 0119
AMEX GOLD
VANGUARD
SOFI ★★4421
COINBASE
02 / CLASSIFY

Tag a few. We learn.

One human-tagged transaction trains a rule for the next thousand. The model runs on-device.

Groceries
Dining
Coffee
Travel
Utilities
Subs
03 / SLEEP

Nightly close at 3am.

Coffer reconciles balances, recategorizes new charges, and emails you a single line: what changed.

$248,402
Closed Tue 03:14 UTC
0
Institutions supported
0
Countries · live
0
Sync uptime, last 90d
$0
Of your data we sell
"

I deleted three spreadsheets and a Notion the week I switched to Coffer. My accountant noticed before I did.

— L. Marwick · Founder, Pier Studio

Open a coffer.
Close the spreadsheet.

Free for the first 90 days. Bring your bank, your accountant, your nine credit cards. Coffer figures the rest.

Get started → Talk to founders