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Atlas Finance System

PERSONAL & BUSINESS FINANCE

See your whole financial picture in one place.

ATLAS Finance System brings accounts, budgets, bills, receipts, and reports together. Organize your personal finances and manage a business in separate workspaces, with one login.

Create an account

Explore sample data. No account, bank connection, or payment card required for the demo.

Web browser · Android · English & Spanish

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EXPLORE A WORKSPACESample data

Available money

$2,480.00

Income
$4,200.00
Expenses
$1,720.00

41% of income spent

Sample expenses

  • Housing$1,120.00
  • Groceries$420.00
  • Utilities$180.00

Showing sample workspace: Personal. Available money: $2,480.00.

Switch spaces to explore. These are examples, not your financial records.

FIND YOUR FIT

One system. A plan for your life.

Start with the tools you need today. Explore personal plans, business tools, or bring both together.

Connect your banks with PlaidExplore bank connections

  • Bank connection optional

    Start with manual accounts or CSV/Excel imports.

  • Review before you subscribe

    Create an account, compare plans, and review the final price before subscribing.

4 plans to explore

Everyday planning

ATLAS Essential

Bring your accounts, budgets, and bills into one everyday money plan.

1 workspace

Personal

What’s included

  • Connect your finances

    Bring supported bank accounts into your personal workspace.

  • Plan everyday spending

    Track unlimited manual accounts, transactions, budgets, and bills.

  • Keep bills in view

    See due dates in your Bill Calendar with Smart Alerts.

  • Understand your money

    Review your dashboard and standard spending analytics.

  • Take your records with you

    Import and export CSV or Excel files, plus export PDFs.

View monthly plans

More personal tools

ATLAS Premium

Go deeper with debt planning, AI guidance, and organized financial documents.

Up to 3 workspaces

Personal or family

What’s included

Everything in Essential

  • Plan your debt payoff

    Compare strategies and explore projected payoff dates.

  • Ask AI Concierge

    Get guidance to review against your financial records.

  • Organize receipts & documents

    Review extracted details and keep originals in Document Vault.

  • Stay on top of reminders

    Use automated email reminders alongside your planning tools.

View monthly plans

Built for your business

ATLAS Business

Keep billing, expenses, projects, and your team organized in dedicated business spaces.

Up to 10 workspaces

Business

What’s included

  • Manage customer billing

    Work with estimates, invoices, and customer payments.

  • Follow work and costs

    Organize projects, vendors, expenses, and approvals.

  • Keep documents close

    Capture receipts and organize business documents.

  • Ask AI Concierge

    Explore your business finances, then review its guidance.

  • Set your team's access

    Add members and manage permissions by role.

View monthly plans

Personal + Business

ATLAS Complete

Bring personal and business finance together while keeping each workspace separate.

Up to 10 workspaces

Personal & business · total

What’s included

Premium + Business included

  • Keep finances separate

    Organize personal and business finances in distinct workspaces.

  • Switch with one login

    Move between your workspaces without signing out.

  • Put bills in the right place

    Move bills between your personal and business workspaces.

  • Keep account history together

    Move eligible accounts with their history and associated bills.

  • Use your tools across both

    Access AI, receipt capture, and automation in both spaces.

View monthly plans

Still deciding?

Explore the app with sample data, or talk to us about the tools you need.

Ask about plans

BANK CONNECTIONS VIA PLAID

Your banks. One clearer picture.

Bring eligible checking, savings, and credit-card accounts together to track balances and transactions.

Approximately 10,000

U.S. financial institutions in Plaid’s network

Examples on Plaid’s network

  • Chase
  • Bank of America
  • Wells Fargo
  • Capital One
  • Citi
  • American Express

ATLAS connects eligible U.S. accounts. Availability varies by institution, account, and integration.

Prefer manual accounts? CSV and Excel imports are available too.

Plaid’s coverage guide

Financial tools that work together

Follow an expense from your account to its receipt. Plan your budget around upcoming bills. Keep the details connected instead of scattered across spreadsheets.

Accounts & transactions

Add manual accounts, record income and expenses, and categorize transactions. Import CSV or Excel files, and use bank connections where supported and included in your plan.

Budgets & bills

Set monthly budgets, organize recurring bills, and see upcoming due dates. Review spending and available money before deciding what to set aside.

Receipts & documents

Keep receipt images and PDFs in Document Vault and link them to financial records. Optional AI extraction suggests receipt details for you to review and confirm.

Reports & insights

Review income, expenses, and spending by category. Export records for your own analysis and use the reports available in your plan to prepare for conversations with your accountant.

Personal & business spaces

Keep household records apart from business activity. Business tools include invoices, estimates, projects, vendors, and team access with role permissions.

AI guidance, with your review

Ask the AI Concierge about your finances and the tools in ATLAS. Check suggestions against your records; AI output is guidance and can contain mistakes.

MEET ATLAS · 45 SECONDS

Give your money direction.

Money comes. Money goes. Watch our ATM story, then explore how ATLAS brings your accounts, bills, budgets, and debt plans together.

Explore the demo with sample data. No bank connection or payment card needed.

The ATLAS story · English · 45 seconds

Start with a picture. Build a routine.

  1. Explore first

    Try the demo with sample records to see how ATLAS works before creating an account.

  2. Bring your records together

    Create your workspace, add an account, and record or import transactions. A bank connection is optional.

  3. Review and plan

    Check your bills, categorize spending, attach receipts, and revisit your budget as your finances change.

PROTECTION & PRIVACY

Protection for your accounts and records.

Safeguards for signing in, connecting accounts, and keeping your financial records private.

Extra sign-in protection

Add optional two-step verification with a passkey or authenticator app.

Encrypted bank access

Bank connection tokens are encrypted before storage.

Separate workspaces

Keep personal and business records separate, with access controlled by membership and roles.

Private documents

Receipts and documents use private storage and require authorized workspace access.

This website uses HTTPS to protect data in transit.

Read our privacy policyQuestions about protection?

Questions before you get started

What is ATLAS Finance System?

ATLAS is an app for organizing personal and business finances. It combines account and transaction tracking, budgets, bills, reports, and optional receipt, document, and AI tools. Features vary by plan.

Can I try ATLAS without creating an account?

Yes. The demo opens with sample data so you can explore the app without signing up or connecting a bank. Your own records belong in your signed-in account, not in the demo.

Do I have to connect a bank account?

No. You can add a manual account and enter or import transactions. Bank connections are optional and depend on supported institutions, integration availability, and your plan.

Can I keep personal and business finances separate?

Yes. ATLAS uses separate workspaces for personal and business records. Business capabilities and the number of workspaces depend on your plan; team access is controlled through workspace roles.

What happens when I use receipt AI extraction?

When you choose extraction, the receipt is sent to the configured AI provider to suggest fields such as the merchant, date, and amount. Review and confirm each value. The privacy policy explains provider processing in more detail.

Does ATLAS work on mobile and desktop?

You can use ATLAS in a web browser on desktop and mobile. An Android app is also available through Google Play. The interface supports English and Spanish.

Is ATLAS a bank or a substitute for professional advice?

No. ATLAS is a financial organization app. It does not replace a bank or a qualified financial, accounting, tax, or legal professional. Verify your records and seek professional advice when needed.

Get to know your finances.

See how the pieces fit together before you bring in your own records.