Finance

Your complete financial picture, finally clear.

Connect your bank, accounting, and investments once. Omadata organises everything so you can see where you stand, where your money goes, and what it's worth.

Personal Economy

See your net worth grow in real time

Connect your bank and Omadata pulls in balances, transactions, and account movements automatically — no manual entry.

🏦
All accounts in one place Checking, savings, credit cards, and investments unified in a single view.
📈
Net worth tracking Watch assets and liabilities update as your balances change each refresh.
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Read-only, always Omadata can never move money or change settings — only read what you authorise.
Personal Economy — Accounts
Net Worth
€687,124
↑ €23,292 this year (3.5%)
Cash Flow

Know exactly where your money goes

Every transaction is categorised automatically. See your spending broken down by category, month by month, without building a spreadsheet.

🗂️
Automatic categorisation Groceries, housing, financial costs, and more — organised without manual tagging.
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Income vs. spending See your salary, dividends, and other income set against what you actually spend.
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Recurring patterns Subscriptions and regular bills highlighted so nothing slips through unnoticed.
Cash Flow — May 2026
Income
€4,970
Spending
€2,847
Housing €1,200
Groceries €320
Financial €741
Subscriptions €28
Restaurants €73
Company Economy

Business finances without the chaos

Connect Procountor and see your company income, invoices, expenses, and cash position in one focused workspace — separate from your personal finances.

📊
Procountor integration Pull invoices, ledger entries, and accounting-side visibility directly into Omadata.
💼
Cash position clarity Know your operating runway and VAT reserve without opening the accounting app.
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Invoice tracking Booked income, outstanding invoices, and expense breakdown in one view.
Company Economy — Overview
Revenue
€28,400
Expenses
€14,200
Cash
€14,200
📄
Invoice #1042 — Client A
Paid · May 12
+€4,500
📄
Invoice #1043 — Client B
Pending · May 18
€3,200
🏢
Office rent — May
Expense · May 1
−€1,800
📦
VAT reserve
Calculated · Q2
−€2,840
Excel Exports

Your data, in the format you need

When you need to share data with an accountant, run your own analysis, or build a custom report, export everything with one click.

📥
Three export formats Full transaction export, investments-only, or personal data summary.
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MFA-protected Every export requires identity confirmation — your data never leaves without your approval.
📋
Ready for your accountant Structured, clean Excel files with categorised transactions and account history.
Export — Choose format
Available exports
📊
Full Export
All transactions & accounts
💹
Investments
Portfolio & performance
👤
Personal Data
GDPR data summary
🔜
Excel Plugin
Coming soon
🔒 Requires MFA confirmation before download
How it works

From connection to clarity in three steps

1
Connect your sources

Use flows to define what Omadata should read — your bank, accounting software, or investment accounts — and how often to refresh.

2
Review inside the app

The dashboard surfaces accounts, cash flow, spending, and company finance in separate, focused views — backed by real data from your sources.

3
Export when you need to

When you need to share with an accountant or run deeper analysis, export with one click in the format that works for you.

Start with a free account

No monthly platform fee. Pay only for the refreshes you use.

Get started free