Your transactions,
finally aligned.

Sync your email. AI does the rest.

Email Sync
AI Parsing
Bank-grade Security
app.alignfinance.io

Transactions

December 2024

In

R32,500

Out

R2,524

Count

147

Parsed

100%

Woolworths Food

Groceries

-R1,250

Salary Deposit

Income

+R32,500

Uber

Transport

-R185

Netflix

Entertainment

-R199

Pick n Pay

Groceries

-R890
147 transactions

How it works

From inbox to insight
in minutes

No spreadsheets. No CSV uploads. Just connect your email and let Align handle the rest.

01

Connect Your Email

Link your Gmail or Outlook account with one click. We only read transaction emails from your banks.

  • Gmail & Outlook supported
  • Bank emails only — nothing else
  • Secure OAuth connection
02

AI Parses Transactions

Our AI automatically detects and extracts transaction details from your bank notification emails.

  • Amount, merchant, date extracted
  • Works with any SA bank
  • No manual data entry
03

Auto-Categorization

Transactions are instantly categorized using smart rules and AI. Create custom automations for perfect accuracy.

  • Smart category detection
  • Custom automation rules
  • Learns your preferences
04

Track & Budget

See all your transactions in one place. Set budgets, track spending, and get AI-powered insights on your habits.

  • Multi-account transaction view
  • Flexible budget periods
  • AI-powered spending insights
Set up in under 2 minutes

Features

Your transactions,
finally aligned

Email sync, smart automation, and AI insights working together to capture every transaction as it happens.

Email-Powered Sync

Connect Gmail or Outlook and Align automatically detects, parses, and syncs your bank transaction emails. No CSV uploads. No manual entry. Just pure automation.

gmail
FNB
Card Purchase: R1,250.00 at Woolworths
Synced
-R1,250
gmail
Discovery Bank
Salary Deposit Received
Synced
+R32,500
outlook
Standard Bank
Payment Alert: R890.00
Synced
-R890

Smart Automations

Create rules that auto-categorize transactions as they sync. Set conditions, define actions, and let Align handle the rest.

Woolworths → Groceries47 runs
merchant contains "woolworths"Groceries

Multi-Account Dashboard

All your accounts—cheque, savings, credit, loans—organized in one view. Track transactions across every account you own.

FNB Cheque
FNB · cheque
R24,350
Discovery Savings
Discovery · savings
R89,200
Standard Credit
Standard Bank · credit
-R4,500

Dynamic Budgets

Set budgets by category with flexible periods—calendar month, pay cycle, or custom dates. Watch real-time progress as transactions flow in and stay on track effortlessly.

GroceriesR2,850 / R4,000
71% usedR1,150 left
EntertainmentR890 / R1,000
89% usedR110 left

Savings Goals

Set targets for what matters—emergency funds, holidays, big purchases. Track contributions, see projected completion dates, and get insights on whether you're on track.

Emergency Fund
On track
R18,500 / R50,000120d left
Holiday Trip
Behind
R8,200 / R15,00045d left

Smart Collections

Group related transactions together. Track spending on trips, projects, renovations, or anything else. See totals, trends, and net amounts at a glance.

🏖️
Cape Town Trip
24 transactions
R12,450
🏠
Home Renovation
18 transactions
R34,200
💼
Freelance Project
8 transactions
+R28,500
Create collections for any project or trip

AI-Powered Insights

Ask Align anything about your spending. Get instant answers grounded in your actual transaction data—no guesswork, just facts.

"How much did I spend on groceries this month?"

You've spent R2,850 on groceries this month across 12 transactions.

12% less
than last month

Real-Time Transactions

Every transaction captured, categorized, and ready for analysis. Know exactly what you spent the moment it happens.

UberTransport
R85
NetflixEntertainment
R199
SalaryIncome
+R32,500

Frequently asked
questions

Everything you need to know about Align. Can't find what you're looking for? Reach out to our team.

Align connects to your Gmail or Outlook inbox and reads only transaction notification emails from your banks. We use AI to parse the transaction details—amount, merchant, date—and automatically categorize them. We never access your actual bank accounts or credentials.

Getting Started

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