Preso Finance

About Preso Finance

Preso Budget is an innovative budgeting platform that leverages advanced artificial intelligence to enhance personal finance management. By offering users a comprehensive 360-degree overview of their financial position, Preso Budget automates the tracking of expenditures and the formulation of actionable budgeting plans. The platform seamlessly analyzes transactions across linked bank accounts, generating a customizable budgeting framework that effectively distinguishes between essential and non-essential expenses, all with minimal manual effort. Its key features, such as the AI-driven Budget Tracker and tailored recommendations, equip users with actionable insights aimed at optimizing their spending and savings. With advanced analytics and dynamic visualizations, users can identify financial trends, monitor their progress, and gain a deeper understanding of their financial habits. Additionally, the platform's customizable categories and views ensure adaptability to individual lifestyles and objectives. Preso Budget ultimately empowers users to take charge of their financial futures confidently. Whether managing daily expenses or planning long-term financial goals, Preso Budget provides the necessary tools to automate, customize, and effectively implement budgeting strategies. Through this platform, users can cultivate a path toward sustained financial success.

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Pricing

Free Trial Available
Starts at $7.99.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

76%
Reviews

60%
Momentum

60%
Popularity

61%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business

API Support

NA

Modes of Support

Online

Preso Finance Features

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Personal Finance Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

76%

Transaction History

Allows to verify or check all your historical transactions anytime

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

Investment Monitoring

Monitors the performance of savings and investments

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

Tax Reports

Helps to calculate the tax payable on different Income types and prepares a tax report

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget

Expense Groups

Allows to categorize or group the transactions with common attributes

Bills Management

Facility to add manage purchase bills and get reminded if bills are due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Reports

Comes with reporting capabilities and features custom pre-built reports

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Multi-Currency

Enables payment and collection in multiple currencies.

Preso Finance Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Preso Finance $7.99 $7.99 per month

Features

Connect Unlimited Bank Accounts
AI-powered Budget Overview Analysis
Automated Budget Planning & Tracking
Merchant Insights & Analytics
Re-categorize Merchants & Transactions

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Disclaimer: The pricing details were last updated on 11/07/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Preso Finance Pricing