Financial clarity isn’t a sync button.
A workflow designed for confidence, not blind automation.
- 01
Bring the files you already have.
Download a statement from each bank, card, or brokerage. Tilly learns the shape of every source without asking for a login, token, or permanent connection.
CSV exports · varied formats · multiple locales - 02
Approve every change before it lands.
Every import gets a review. New rows, duplicates, corrections, and uncertain merchants stay visible until you decide what belongs in your ledger.
Preview first · duplicates flagged · nothing hidden - 03
Teach it once. Keep the final say.
Turn a merchant decision into a reusable rule, then edit or reverse it whenever life changes. The routine gets faster without becoming a black box.
Flexible categories · reversible rules · clear history - 04
Read one story across every currency.
Every account is converted into a single reporting currency using dated, up-to-date exchange rates—so you can compare spending across all of them at once, with the original amount, source, and rate kept on every line.
Multi-currency, one view · dated rates · originals kept
For expats, international couples, and lives lived in more than one currency.