Your money, clearly seen
Your statements, reconciled to the cent.
Perfi turns the PDF statements your banks already send you into spending intelligence and a live portfolio — parsed with deterministic logic, never an AI guess, and never shared with anyone.
Invite-only during early access.
Parses statements fromCitibankDBSMariBankTrustUOBWebull
From PDF to clarity in three steps
- 1
Upload your statements
Drop in the PDF statements your bank already sends you — Citibank, DBS, MariBank, Trust, UOB, and Webull for brokerage.
- 2
Review the preview
Every parsed transaction is shown before anything is saved. Duplicates are flagged for you to decide — nothing is dropped silently.
- 3
Explore with clarity
Spending by category and merchant, recurring charges, foreign spend, portfolio value and P&L — all reconciled to your statements.
Why Perfi
Exact, discreet, and built around you.
- Deterministic parsing
- Hand-built logic per bank reads your statements — not an AI model. The same statement parses the same way, every time, and the math has to reconcile.
- SGD spending intelligence
- Categories, top merchants, recurring-charge radar, foreign spend, and all-time records — every figure in the currency your bank actually settled.
- Portfolio P&L, multi-currency
- Average-cost holdings with realized and unrealized P&L, valued at daily closes and converted to SGD through real FX rates — never guessed.
- Yours to keep — or erase
- Tag and annotate every transaction, export everything to CSV, and delete your entire account yourself. No lock-in, no retention.
Your statements are not our data.
- Statement PDFs are deleted right after import — we analyse them, we don’t archive them.
- No AI services or third parties ever see your financial data.
- One cookie, for signing in. No tracking, no analytics.
- Registration is invite-only while we grow carefully.
Ready to see clearly?
If you have an invite code, your first dashboard is five minutes away.