Question 1

What is Previly?

Accepted Answer

Previly is a complete intelligent financial management platform that uses Claude Sonnet artificial intelligence to automatically extract data from your bank statements, synchronize your accounts via Powens, and provide you with a unified view of your personal and professional finances with advanced features for patrimony management, budgets, and projects.

Question 2

How does automatic AI extraction work?

Accepted Answer

Previly uses Claude Sonnet Vision to analyze your bank statements in PDF or image format. The AI automatically extracts transactions, amounts, dates, and categories with exceptional accuracy, eliminating the need for manual entry.

Question 3

How do I synchronize my bank accounts?

Accepted Answer

You can connect your bank accounts via Powens for automatic and real-time synchronization of your transactions. Previly never stores your banking credentials to ensure your security.

Question 4

Is Previly secure?

Accepted Answer

Yes, Previly follows security best practices. We are GDPR compliant. We do not store any banking credentials and your data is protected with the highest standards.

Question 5

What features are available?

Accepted Answer

Previly offers a complete solution: automatic AI extraction, bank synchronization, unified personal/professional view, patrimony management, budgets, projects, loan management, recurring payment detection, cash flow forecasting, expense note management, and intelligent AI chat for personalized advice.

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All Platforms

Windows

macOS

Linux

Why the desktop app?

Automatic updates

Secure authentication

Native performance

Quick access

Prefer the web?