Sherpa is a financial wellness tool created with user experience and simplicity in mind. Sherpa helps users monitor and track balances and bills in a 100% secure and ad-free environment. Sherpa is a user-first product and we will never store or sell your data.
With Sherpa, you can:
- View all of your accounts in one place
- Link your accounts to view up-to-date information at all times
- View checking, savings, and credit transactions
- Track and project balances weekly, bi-weekly, and monthly
- Manage expense categories such to see where you are spending
- See your accounts and overall account changes at a glance on the dashboard