One AI agent for your whole financial life
Put your AI money agent to work.
Wally watches every account, cancels what you don’t use, catches fees and price hikes, and does the money jobs you ask for — so you don’t have to.
- Read-only — Wally never moves your money
- Acts only with your OK
Your AI money agent
The money jobs you put off, done for you.
Tell Wally what matters. It watches, finds and handles the tedious parts — and asks before anything happens.
Price hikes, free trials about to charge, the same charge twice, a fee you’ve never paid before — Wally spots them around the clock and tells you in plain words.
Say the word and Wally cancels it right on your phone, then checks your statement to prove it’s gone. It starts on the cancel page for about 20 popular services — Netflix, Spotify, Disney+, YouTube, Adobe, Audible and more. Prefer to do it yourself? See our cancel guides.
Wally compares your real rates and fees with offers from 5,000+ institutions, and prices every move in dollars a year.
“Tell me Apple’s stock price every 10 minutes.” Ask once and Wally keeps at it on its own clock — read-only, until you say stop.
Acts only with your OKSee how
Your whole financial life
Bring in everything you have.
Your bank is only the start. Add your policies, points, home, car, bills, business and benefits, and one AI agent works across all of it.
Banks & cards
Chequing, savings, cards, loans and investments, read-only through Plaid.
Insurance
A home policy renewing in March, and what it costs a year.
Points & miles
40,000 points that expire this winter, and what they’re worth.
Home
What it’s worth, and what’s left on the mortgage.
Car
A lease that ends next spring, or the loan behind it.
Bills & phone
A phone plan whose promo price is about to end.
Stripe
Your business’s payouts and fees, read-only.
Benefits
$500 of health spending left before it resets.
Documents
Upload a policy, a statement or a bill, as a PDF or a photo.
Let Wally read it
Wally reads it on the provider’s own site.
Your insurer, your points program, your phone or power company, your benefits carrier: Wally opens their site in its own browser and brings back balances, renewal dates and plans.
- You sign in yourself, on the provider’s own site.
- Wally only reads. It never pays, changes or cancels anything there.
- Numbers are cut to their last four digits before any AI reads the page.
- Never your bank or a government site: banks connect through Plaid.
Acts only with your OK
Nothing happens without your OK.
Wally proposes. You decide. Every action ends with a receipt.
- 1
Wally proposes
The move and what it’s worth, in plain words.
- 2
You say OK
Or not now. Nothing happens until you decide.
- 3
You get the receipt
What was done, when — and the proof, once it lands.
Read-only — Wally never moves your money.
It can see your accounts. It can’t pay, transfer or change a thing at your bank.
Credentials go to your bank via Plaid — Wally never sees them.
You connect in about a minute, and your bank login stays between you and your bank.
No ads. No selling your data. No kickbacks.
Your subscription is Wally’s only income, so every suggestion answers to you.
The money manager
Everything else your money needs.
Budget, save, invest and see every account, all in one place — each screen with one clear read.
A budget that runs itself
Wally sets your caps from your own usuals, sorts every transaction, and calls the month before it lands.
Web and iPhone
Your agent on every screen.
Start on the web, keep it in your pocket. The same agent, the same accounts, the same numbers.
One account
Sign in with Apple, Google or email — on the web and on your iPhone.
Same numbers
Both read the same engine, so every figure matches.
One plan
Subscribe on the web or in the app. Your plan comes with you.
Pricing
One plan. One agent for all your money.
Wally watches every account, finds what you’re overpaying, cancels what you don’t use, asks for refunds and runs tasks for you. Try it free for 7 days on the yearly iPhone plan. No ads, and your data is never sold.
On the web
$69.99/year
About $5.83 a month, billed yearly.
Renews at $69.99/yr. Cancel anytime.
On iPhone
$6.99/month
Or $69.99 a year, with a 7-day free trial.
Billed by the App Store. Cancel anytime.
Everything Wally does, in one plan
- Watches your accounts 24/7
- Cancels subscriptions for you
- Hunts down fees and savings
- Runs tasks you set in chat
- A budget that runs itself
- Goals with real dates
- Investing, at your pace
- Every account in one place
- Acts only with your OK
Your whole financial life, connected: banks and cards, insurance, points & miles, your home and car, bills & phone plans, Stripe, benefits and documents — and Wally can read a policy, points or a bill on the provider’s own site.
FAQ
Questions, answered.
Everything worth knowing before you connect an account.
What is Wally?
Wally is your AI agent for personal finance. It watches your accounts around the clock, cancels subscriptions you don’t use, hunts down fees and savings, and runs tasks you set in chat. It’s also a full money manager — budget, goals, investing and every account in one place.
Who makes Wally?
Wally AI is made by Crbit Inc., a small company in Toronto, Canada, founded by Meet Pandya. It works with banks in the US and Canada, on iPhone and on the web.
Does Wally move my money?
No. Wally is read-only: it can see your accounts, but it can never move money, make payments or change anything at your bank. When Wally proposes something, you decide, and Wally keeps a receipt of what was done.
How does Wally cancel a subscription?
Just ask — “Cancel Netflix for me.” After your OK, Wally cancels it in its own browser on your phone, then checks your statement to prove it’s gone. If the site asks you to sign in, that part is yours; Wally never sees your password. It starts on the cancel page for about 20 popular services, including Netflix, Spotify, Disney+, YouTube, Adobe and Audible, and works other sites best effort.
How does Wally keep my accounts secure?
You connect through Plaid, so your bank credentials go to your bank — Wally never sees or stores them. Wally’s access is read-only, and your data is never sold.
What can I ask Wally to do in chat?
Ask anything about your money — “Can I afford a $300 jacket?” — and Wally answers from your own numbers. Or set a standing task, like “Tell me Apple’s stock price every 10 minutes,” and Wally keeps at it on its own clock until you say stop. Tasks are read-only.
Is Wally a budgeting app too?
Yes. Wally builds your budget from your own usuals, sorts every transaction, shows bills and subscriptions before they charge, gives every goal a real date and follows your investments — with every account in one place.
What can I connect to Wally?
Banks, credit cards, loans and brokerages connect through Plaid in about a minute. Beyond your bank, Wally brings in your insurance policies, points and miles, your home and car, bills and phone plans, Stripe for business income, workplace benefits and documents — upload a PDF or a photo, add it by hand, or let Wally read it on the provider’s own site. One AI agent for your whole financial life.
What does “Let Wally read it” do?
Wally opens your provider’s own website — an insurer, a points program, a phone or power company, or a benefits carrier — in its own browser. You sign in yourself, and Wally only reads: balances, renewal dates, plans and points. It never pays, changes or cancels anything there, and numbers are cut to their last four digits before any AI reads the page. It’s never used on a bank or a government site; banks connect through Plaid.
How much does Wally cost?
Wally is one plan with everything in it: watching your accounts, finding subscriptions, bills, price hikes, trials and fees, and doing the jobs — cancelling, asking for refunds, running tasks. On iPhone it’s $6.99 a month, or $69.99 a year with a 7-day free trial. On the web it’s $69.99 a year. Cancel anytime.
How does Wally make money?
Your subscription — that’s it. No ads, no selling your data, no kickbacks from banks or card issuers, so every recommendation answers to you alone.
Can I use Wally on the web and on my iPhone?
Yes. Sign in with the same account on both — your agent, your accounts and your plan come with you.
Let Wally take the first look.
Connect in about a minute. Your first insights land within minutes.
Read-only — Wally never moves your money.