Worthic OS is a powerful document-first personal finance platform that utilizes AI-assisted document analysis and workflows, and leverages broad integrations to make managing your finances easier.
We support multiple workspaces per user, multi-user collaboration, and multiple reporting lines per workspace.
Multi-currency handling, workspace accounts shared across reporting lines, document management, investment management, real estate management, budgeting, targets, forecasts and AI assistance makes Worthic OS the complete solution, regardless of the complexity of your financial situation.
Worthic is especially useful for expats with accounts in multiple countries and currencies, real estate investors, stock market investors, professionals with additional business income and anyone saving and investing towards a specific goal, such as retirement.