Financial Overview
See your accounts, balances, cash flow and overall financial position in one clear view.
01A clearer way to understand your money
Build Wealth Intelligently
Understand your money clearly, improve your financial habits and make more confident decisions with intelligent, personalised insights.
Early access is opening soon
Financial overviewGood evening, Alex
Demonstration dataTotal net worth£24,550+£620 this month
Monthly income£3,250Verified deposits
Monthly spending£1,940£180 less than last month
Cash flowLast 6 months
Financial health
78/ 100
Strong foundationRecent AI insight
Your discretionary spending decreased this month while your savings rate improved.
Savings goalEmergency Fund
68%
✓Authenticated access
✓Read-only financial connections
✓Intelligent financial insights
✓Controls for your data
The complete picture
Clarity across every part of your finances
One intelligent view designed to turn complex financial data into calm, practical direction.
AI Financial Insights
Receive personalised explanations and useful context based on verified financial data.
02Smart Goals
Create financial goals, track contributions and understand the progress required to reach them.
03Cash Flow
Understand what is coming in, what is going out and how much flexibility you really have.
04Financial Health
View a clear financial health score supported by explanations and practical actions.
05Scenario Planning
Explore the possible impact of financial decisions before committing to them.
06Why Tyzex
Financial information is everywhere. Clarity is not.
Banking apps show balances. Budgeting tools show transactions. Investment platforms show portfolios. Tyzex brings your financial picture together and helps you understand what actually matters.
How it works
From connected accounts to clearer decisions
Connect
Securely connect supported financial accounts.
Understand
Tyzex organises your financial information into a clear and useful financial picture.
Improve
Receive practical insights designed to support more confident financial decisions.
Intelligence with context
Intelligence grounded in your real finances
Tyzex uses verified financial information to produce relevant insights instead of generic responses. Your financial picture gives every explanation meaningful context.
- ↗Understanding spending changes
- ↗Identifying cash-flow pressure
- ↗Tracking savings progress
- ↗Explaining financial health
- ↗Exploring financial scenarios
Tyzex provides financial information and educational insights. It does not provide regulated financial advice.
✦
Tyzex intelligenceYour savings rate improved to 18% this month.
Lower discretionary spending created an additional £210 of flexibility. Keeping this pace could bring your Emergency Fund goal closer.
Based onVerified income + spending data
Security & control
Your finances deserve thoughtful protection
Tyzex is built around authenticated access, protected connection credentials and controls that keep each user’s financial information separate.
Read common security questions →Secure authentication
Account access uses authenticated sessions and protected API routes.
Protected access tokens
Financial connection tokens are encrypted before being stored by the backend.
User-specific data access
Financial records are requested and retrieved within the authenticated user context.
Connection control
You can disconnect supported accounts from within the product.
Designed for understanding
Your financial life, brought into focus
A calm, coherent workspace for the numbers and insights that matter.
Financial overviewGood evening, Alex
Demonstration dataTotal net worth£24,550+£620 this month
Monthly income£3,250Verified deposits
Monthly spending£1,940£180 less than last month
Cash flowLast 6 months
Financial health
78/ 100
Strong foundationRecent AI insight
Your discretionary spending decreased this month while your savings rate improved.
Savings goalEmergency Fund
68%
FAQ
Questions, clearly answered
Early access
Start building wealth more intelligently
Join the early-access list and be among the first to experience Tyzex.
Contact
Contact Tyzex
Have a question, partnership enquiry or early-access request? Get in touch.
Email[email protected]For partnerships, business enquiries and early-access questions.