crbit
Crbit is a personal finance app for individuals, couples, families and business profiles that helps users collaborate on finances, budget, track subscriptions and receipts, and access AI-driven insights via its 'Wally' personal finance assistant.
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Quick Overview
Best for: Finance
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Finance
Pricing snapshot
Freemium from $0/month
Next step
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crbit
Crbit is presented as an advanced personal finance app designed to help users collaborate, budget, save, and monitor financial activity. The product emphasizes shared financial management (for partners, families, or dependents), account and transaction oversight, subscription tracking, receipt organization, and goal-setting. The offering also highlights an AI component called Wally that provides personalized insights and is described as soon to handle financial tasks autonomously. Pricing and a downloadable app are offered directly on the site.
Crbit is a personal finance app for budgeting, expense tracking, and financial collaboration.
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Claim this listing for $29Key Features
Collaborative Finances
Manage shared finances with others, align budgets, review expenses together, and plan joint goals.
Financial Oversight
Monitor account balances, transactions, and financial activity for relatives (for example elderly family members or children) via a simple one-time link.
Wally — Personal Finance AI Agent
An AI assistant that offers personalized insights and is described as soon able to handle financial tasks autonomously.
Connect Multiple Institutions
Link multiple bank or financial institution accounts to aggregate balances and transactions.
Advanced Analytics & Export
Analytics for spending and the ability to export transactions and financial data.
Multiple Profiles
Support for multiple profiles such as Couple, Business, Dependant, and Family to separate views and management.
Receipt Management
Save and organize receipts quickly to keep records of expenses.
Split & Categorize Transactions
Split transactions, change transaction categories, and add notes to track shared expenses.
Subscription Tracking
Monitor recurring charges so users can manage subscriptions before payments occur.
Budgets & Goals
Create and track budgets and personal or shared financial goals.
Pricing
Free $0/month. Use promo code CRBIT2025 to get 3 months free for early adopters.
Free
$0/month- Basic budgeting and tracking features
- Use promo code CRBIT2025 to get 3 months free for early adopters
Premium
$4.99/month- Wally AI assistant
- Connect multiple institutions
- Collaborative planning features
- Advanced analytics and export
Use Cases
Joint Financial Planning
Couples or families can collaborate to share finances, compare spending across categories, and plan goals together.
Dependent or Elder Care Oversight
Monitor accounts and transactions for elderly relatives or children using a one-time link to provide oversight.
Subscription and Recurring Payment Management
Track and manage recurring charges to avoid unexpected payments.
Receipt Organization and Expense Tracking
Capture and organize receipts for clear records and easier expense reconciliation.
Business or Couple Profiles and Reporting
Use business or couple profiles and export transaction data for bookkeeping or financial review.
Integrations
Bank & Financial Institution Connections
Connect multiple institutions to aggregate accounts and transactions.
Export (CSV/Financial Data)
Export transactions and financial data for external use or accounting.
Benefits
Limitations
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Frequently Asked Questions
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Getting Started
- 1 Download the Crbit app from the site.
- 2 Create an account and choose a profile type (personal, couple, family, or business).
- 3 Connect your bank and financial institution accounts to aggregate transactions.
- 4 Invite family members or partners to collaborate and share access.
- 5 Set up budgets, track subscriptions, save receipts, and start using Wally for insights.
Support
Contact page
The site references 'Contact' alongside Privacy Policy and Terms of Service; use the site's Contact link for support.
API
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