Personal Finance
5 ways to automate your savings and build wealth faster
Automation is the secret weapon of the financially successful. Here's how to set it up in under 10 minutes.
S
Sarah MitchellJan 15, 2025·5 min read
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50K+
Active users
Professionals managing their finances with OmniAg every day
$2.4B
Assets tracked
Total portfolio and account value monitored on our platform
99.9%
Uptime
Enterprise-grade reliability so your data is always available
4.9★
App rating
Average rating across App Store and Google Play reviews
Why OmniAg
Everything you need to take control of your money
From tracking everyday expenses to growing long-term wealth, OmniAg gives you every tool in one beautifully simple platform.
Smart investment tracking
Monitor all your investments in real time with AI-powered insights and automated portfolio rebalancing suggestions.
Bank-grade security
Your financial data is protected with 256-bit encryption, two-factor authentication, and continuous fraud monitoring.
Instant transactions
Send and receive money instantly across 40+ countries with near-zero fees, powered by our proprietary payment rails.
Budgeting made easy
Set budgets, track categories automatically, and get proactive alerts before you overspend — all in one dashboard.
No hidden fees or surprise charges
Cancel anytime, no lock-in contracts
24/7 live support from real humans
Works with 10,000+ banks worldwide
How it works
Three steps to financial clarity
Getting started takes minutes. Seeing results takes days, not years.
01
Connect all your accounts in seconds
Link your bank accounts, credit cards, investments, and crypto wallets in a single secure dashboard. We support 10,000+ financial institutions worldwide.
- One-click bank integration
- Real-time balance sync
- Supports crypto & DeFi wallets
- Works globally — 40+ countries
Feature 01 preview
02
AI-powered spending insights
Our machine learning engine automatically categorizes your transactions, detects unusual patterns, and surfaces actionable insights to reduce waste.
- Auto-categorization with 98% accuracy
- Anomaly & fraud detection
- Monthly spend reports
- Custom category rules
Feature 02 preview
03
Set goals and hit them
Define financial goals — emergency fund, vacation, home deposit — and let OmniAg calculate a personalized savings plan that adapts as your income changes.
- Smart savings calculator
- Dynamic plan adjustments
- Visual progress tracking
- Milestone notifications
Feature 03 preview
Testimonials
Loved by thousands of users
Join over 50,000 professionals who trust OmniAg to manage their finances every day.
“OmniAg completely changed how I handle my business finances. The real-time insights saved me thousands in unnecessary spending.”
S
Sarah Johnson
Founder, TechStart
“I've tried dozens of finance apps and nothing comes close to how intuitive and powerful this platform is. Absolutely love it.”
M
Marcus Williams
Freelance Designer
“The investment tracking feature alone is worth every penny. I can finally see my whole portfolio in one place.”
P
Priya Sharma
Product Manager, Scale Corp
“OmniAg completely changed how I handle my business finances. The real-time insights saved me thousands in unnecessary spending.”
S
Sarah Johnson
Founder, TechStart
“I've tried dozens of finance apps and nothing comes close to how intuitive and powerful this platform is. Absolutely love it.”
M
Marcus Williams
Freelance Designer
“The investment tracking feature alone is worth every penny. I can finally see my whole portfolio in one place.”
P
Priya Sharma
Product Manager, Scale Corp
“OmniAg completely changed how I handle my business finances. The real-time insights saved me thousands in unnecessary spending.”
S
Sarah Johnson
Founder, TechStart
“I've tried dozens of finance apps and nothing comes close to how intuitive and powerful this platform is. Absolutely love it.”
M
Marcus Williams
Freelance Designer
“The investment tracking feature alone is worth every penny. I can finally see my whole portfolio in one place.”
P
Priya Sharma
Product Manager, Scale Corp
“Setting up took less than 5 minutes and instantly connected to all my accounts. The budget alerts are a game changer.”
J
James Carter
Software Engineer
“Our finance team relies on OmniAg for daily reporting. The export features and API integrations are top-notch.”
E
Elena Kowalski
CFO, NovaBuild
“Finally a finance tool that doesn't feel like you need a PhD to use. Clean, fast, and genuinely helpful.”
D
David Osei
Marketing Director
“Setting up took less than 5 minutes and instantly connected to all my accounts. The budget alerts are a game changer.”
J
James Carter
Software Engineer
“Our finance team relies on OmniAg for daily reporting. The export features and API integrations are top-notch.”
E
Elena Kowalski
CFO, NovaBuild
“Finally a finance tool that doesn't feel like you need a PhD to use. Clean, fast, and genuinely helpful.”
D
David Osei
Marketing Director
“Setting up took less than 5 minutes and instantly connected to all my accounts. The budget alerts are a game changer.”
J
James Carter
Software Engineer
“Our finance team relies on OmniAg for daily reporting. The export features and API integrations are top-notch.”
E
Elena Kowalski
CFO, NovaBuild
“Finally a finance tool that doesn't feel like you need a PhD to use. Clean, fast, and genuinely helpful.”
D
David Osei
Marketing Director
Integrations
Connects with the tools you already use
OmniAg integrates seamlessly with over 200 financial tools, accounting software, payment processors, and notification systems — so nothing falls through the cracks.
Stripe
Payments
Plaid
Banking
Xero
Accounting
QuickBooks
Accounting
Coinbase
Crypto
Slack
Notifications
Extra tools
Powerful extras built in
From tax prep to investment modeling, OmniAg packs a full suite of financial tools alongside your everyday dashboard.
Net worth calculator
Instantly calculate your total net worth across all assets and liabilities.
New
Investment simulator
Model different investment scenarios and see how your money could grow over time.
Bill alerts
Never miss a payment. Get reminders for upcoming bills and subscription renewals.
Auto-transfers
Schedule recurring transfers between accounts based on rules you define.
Pro
Vault storage
Securely store important financial documents with bank-level encryption.
Pro
Tax reports
Generate one-click tax summaries and export to your accountant or filing software.
Blog
Finance tips & insights
Investing
Understanding portfolio rebalancing: a beginner's guide
Rebalancing keeps your risk in check and your returns on target. Learn when, why, and how to do it.
J
James ParkJan 8, 2025·7 min read
Budgeting
The 50/30/20 rule revisited: does it still work in 2025?
With rising costs and changing income patterns, we revisit the classic budgeting framework for modern life.
O
Olivia ChenDec 28, 2024·6 min read
FAQ
Frequently asked questions
Can't find the answer you're looking for? Reach out to our support team.
OmniAg offers a free 14-day trial with full access to all features. After the trial, you can choose from our Starter, Pro, or Business plans. There's no credit card required to start your trial.
We use 256-bit AES encryption for all data at rest and in transit. We are SOC 2 Type II certified, never store your banking passwords, and use read-only API access through Plaid and other regulated providers. Your data is never sold or shared with third parties.
OmniAg connects with over 10,000 banks, credit unions, and financial institutions across 40+ countries. If your bank isn't listed, you can import CSV statements manually. We're continuously adding new institutions.
Absolutely. Our Business plan includes multi-user access, advanced reporting, QuickBooks/Xero integrations, expense approval workflows, and dedicated support. Many small businesses and freelancers use OmniAg to replace traditional accounting software.
Our machine learning model is trained on millions of transactions and achieves 98% categorization accuracy out of the box. You can also create custom rules to override or refine categories. The model learns from your corrections over time.
Yes. There are no lock-in contracts. You can cancel your subscription at any time from your account settings and you'll retain access until the end of your billing period. We offer a full refund within 30 days if you're not satisfied.
Free 14-day trial — no credit card required
Start managing your money smarter today
Join 50,000+ users who have transformed their financial life with OmniAg. Set up in under 5 minutes.