Personal CFO for cross-border life

One life. Two countries. One clear picture of your money.

Priszim brings your US and Canadian accounts into a single, honest view, with an AI CFO that answers questions about your actual numbers. Every figure stays in its own currency, never a mushed-together total.

Founding members get early access and launch pricing locked in. No spam, just a handful of emails, ever. Or see it work first ↓

Net worth
$148,920

USD $135,415 CAD C$18,500

Chase Checking$8,240
Fidelity Brokerage$96,380
RBC ChequingC$6,150
TFSA (Questrade)C$12,350
Connect banks with Plaid, or import statements Your account lives in its own isolated database Read-only access: Priszim can’t move your money Delete everything, any time
The problem

Two countries. Six logins. No answer.

A US bank app, a Canadian one, a brokerage, an FX tab, and a spreadsheet that's three weeks stale. None of them can answer the only question that matters: how am I actually doing?

Chase$8,240
RBCC$6,150
Fidelity$96,380
budget_v3_FINAL.xlsxedited 3 weeks ago
USD→CAD?1.3…something
QuestradeC$12,350
Right now
$148,920

USD $135,415 CAD C$18,500

Up $3,180 this month. You're doing fine.

Built for the border

Your money crosses. Nothing gets mushed.

Every figure stays in its own currency. Priszim converts only when you ask for a combined view, at the real rate, shown right on the number.

The Daily Brief

Open the app, know where you stand.

Every morning, Priszim distills what actually changed into a short brief: spending against budget, an FX move that matters to you, a bill coming up, the month taking shape. No dashboard spelunking. Cards only appear when there’s something real to say.

Today
Groceries budget$318 of $450 on track
USD → CAD1.37 near a 90-day high
Crave renews ThursdayC$19.99
June so far+$1,240 saved
Can I afford to move $2,000 to my RBC account this month?
Looking at your real numbers: after rent and your usual spending, you typically have about $2,600 left each month. Moving $2,000 leaves a thinner cushion than your usual. It’s doable, but you’d want a quiet month. USD→CAD is near 1.37, stronger than your 90-day average.
What did I spend on restaurants in both countries last month?
June restaurants: $412 across US accounts and C$186 in Canada. I keep them separate so the picture stays honest.
Ask Priszim

An AI assistant that knows your actual numbers.

Not generic advice: answers grounded in your real transactions, balances, and budgets, on both sides of the border. Sensitive details like account numbers are scrubbed before anything reaches the AI, and it’s an assistant, not a financial advisor. The decisions stay yours.

How we think about AI and your money →

Budgets & investments

Spending, budgets, and portfolios, without the spreadsheet.

Automatic categorization that learns from your corrections. Budgets denominated in the currency you actually spend. Investment accounts, cost basis, and crypto in one place, each figure in its own currency, converted only when you ask for a combined view.

Blue Bottle Coffee −$6.40 Coffee
Metro Grocery −C$84.20 Groceries
Air Canada −C$412.00 Shopping Travel

One tap fixed it. Priszim remembers next time.

Savings streak
M A M J

Four months of ending ahead. Quietly excellent.

Momentum, kindly

Streaks that celebrate outcomes, not app opens.

Priszim tracks months where you actually came out ahead: real outcomes, computed from closed months, never engagement bait. And when a streak resets, you get context, not shame.

Inside the app

Three tabs. The whole picture.

Not a tour, the real layout. Tap through the three places your money lives.

Friday, July 3

Good morning. Two things worth knowing.

USD → CAD1.37 near a 90-day high
Groceries budget$318 of $450 on track
Crave renews ThursdayC$19.99
Net worth
$148,920
Chase Checking$8,240
Fidelity Brokerage$96,380
RBC ChequingC$6,150
TFSA (Questrade)C$12,350
Your momentum
M A M J

4 months ending ahead, your best run yet.

Emergency fund82% there
June, in one lineQuietly excellent
The life behind the numbers

Money is only the map.

A couple sitting at the end of a lake dock at dusk, a cabin light glowing across the water
Goal · The lake house
C$41,200 of C$50,000

Growing on both sides of the border.

Privacy is the product

When you pay, you’re the customer, not the product.

One subscription, no ads, no selling data. Your account lives in its own isolated database, bank credentials never touch our servers, and you can delete everything with one request.

  • Isolated per-account database: your data is never pooled
  • Plaid tokens encrypted with AES-256-GCM
  • Account numbers and IDs scrubbed before any AI request
  • Two-factor authentication built in
  • CCPA & PIPEDA deletion rights, honored in full
Read the security page
Pricing

One plan. Everything included.

$12.99/month

or $99.99/year, about $8.33 a month Save 36%

7-day free trial · Billed through the App Store · Cancel anytime

See what’s included
Common questions
Do I need accounts in both countries to use Priszim?

No. Priszim works fine with accounts in one country. The cross-border features simply light up when your money spans the border. If you’re US-only or Canada-only, you get a clean, single-currency experience.

How does Priszim get my transactions?

Two ways: connect your banks securely through Plaid, or import statements yourself (CSV, XLSX, PDF). Either way, access is read-only: Priszim can see your transactions but can never move money.

When does Priszim launch?

We’re launching on iOS first. Join the waitlist and you’ll be first in line for early access, and founding members lock in launch pricing.

All questions, answered →

This is what the money is for.

Be first across the border.

Early access starts on iOS. Founding members get launch pricing, locked.