Guide
How to get started with Uelt: 5 steps to organize your finances
From account creation to dashboard: a step-by-step guide to connect accounts, set budgets, and get your first AI insight.
ReadResources
Product updates, insights, and guides to get the most out of Uelt.
Guide
How to connect bank accounts to Uelt securely
Open Banking explained simply: how the connection works, what data you share, and why your credentials never pass through us.
ReadInsight
5 questions to ask the AI to understand where you're overspending
Concrete examples of questions you can ask the Uelt assistant: from "Where am I spending too much?" to "Which subscriptions can I cancel?" — and how to interpret the answers.
ReadProduct update
AI Budget Builder: a tailored budget in minutes
The AI analyzes your past spending and suggests monthly limits by category. Set alerts, compare with actual spending, and stay on track with your goals.
ReadGuide
Forecasts and goals: how to model your financial future
Retirement, buying a home, emergency fund: discover how to use Uelt forecasts to simulate scenarios and see if you're on track with your goals.
ReadDeep dive
The AI advisor that understands context: how it works
Uelt doesn't answer generic questions: it analyzes your real data — transactions, portfolio, goals — and delivers personalized insights. Here's how.
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