A canvas for
your money

A canvas for
your money

A canvas for
your money

Track, manage, and share finances—however you want, with the most flexible money app on the Internet.

Track, manage, and share finances—however you want, with the most flexible money app on the Internet.

Personal finance

Investments

Households

Small business

Personal finance

Investments

Households

Small business

Personal finance

Investments

Households

Small business

Personal finance

Investments

Households

Small business

Connects to over 12,000 institutions

From banks to brokers, cards to crypto—see everything in one place.

Made for the way you think about money

Made for the way you think about money


Orella isn’t a one-size-fits-all money app. It’s a flexible, intelligent system for creating your own views of money.

Orella isn’t a one-size-fits-all money app. It’s a flexible, intelligent system for creating your own views of money.

Orella isn’t a one-size-fits-all money app. It’s a flexible, intelligent system for creating your own views of money.

Flexible by design

Flexible by design

Flexible by design

Create dashboards for your money, with custom properties, rules, and views.

Create dashboards for your money, with custom properties, rules, and views.

Create dashboards for your money, with custom properties, rules, and views.

Built-in intelligence

Built-in intelligence

Built-in intelligence

Ask questions, generate dashboards, and turn insights into action with AI.

Ask questions, generate dashboards, and turn insights into action with AI.

Ask questions, generate dashboards, and turn insights into action with AI.

Easy to share

Easy to share

Easy to share

Share with partners or advisors, with full control over access and visibility.

Share with partners or advisors, with full control over access and visibility.

Share with partners or advisors, with full control over access and visibility.

Spending

Spending

Track spending,

wherever it happens

Track spending,

wherever it happens

Everything, all together

Everything, all together

Organize your accounts, transactions, and balances—however you want.

Organize your accounts, transactions, and balances—however you want.

Forecast your cash flow

Forecast your cash flow

See how your income, bills, and spending habits will play out.

See how your income, bills, and spending habits will play out.

Smart, customizable categories

Smart, customizable categories

Spending, assets, and vendors are automatically categorized. Customize them however you want.

Spending, assets, and vendors are automatically categorized. Customize them however you want.

Keep tabs on subscriptions

Keep tabs on subscriptions

Easily spot recurring payments so you can decide what to keep or cancel.

Easily spot recurring payments so you can decide what to keep or cancel.

Everything, all together

Organize your accounts, transactions, and balances—however you want.

Forecast your cash flow

See how your income, bills, and spending habits will play out.

Smart, customizable categories

Spending, assets, and vendors are automatically categorized. Customize them however you want.

Keep tabs on subscriptions

Easily spot recurring payments so you can decide what to keep or cancel.

See what’s driving returns

Understand what accounts, holdings, or assets are driving your performance.

Know where you’re invested

Get a clear picture of how your money is invested, across every account.

Your full financial picture

A complete snapshot of your net worth—everything, all in one place.

Investing

Investing

All your investments,

in one place

All your investments,

in one place

See what’s driving returns

See what’s driving returns

Understand what accounts, holdings, or assets are driving your performance.

Understand what accounts, holdings, or assets are driving your performance.

Know where you’re invested

Know where you’re invested

Get a clear picture of how your money is invested, across every account.

Get a clear picture of how your money is invested, across every account.

Your full financial picture

Your full financial picture

A complete snapshot of your net worth—everything, all in one place.

A complete snapshot of your net worth—everything, all in one place.

Collaboration

Collaboration

Manage money, together

Manage money, together

Share spaces with a partner, family, or team. Orella makes working together effortless and secure.

Share spaces with a partner, family, or team. Orella makes working together effortless and secure.

Combine your finances

Combine your finances

Combine your finances

Create shared workspaces with a partner, team, or advisor—without merging everything into one view.

Create shared workspaces with a partner, team, or advisor—without merging everything into one view.

Create shared workspaces with a partner, team, or advisor—without merging everything into one view.

See changes as they happen

Comment, edit, and plan with others in real-time.

Share only what you want

Share only what you want

Share only what you want

Give others full, limited, or view-only permissions to pages.

Give others full, limited, or view-only permissions to pages.

Give others full, limited, or view-only permissions to pages.

Create and track shared goals

Create and track shared goals

Create and track shared goals

Stay aligned on what you’re building toward—together.

Stay aligned on what you’re building toward—together.

Stay aligned on what you’re building toward—together.

See changes as they happen

See changes as they happen

Comment, edit, and plan with others in real-time.

Comment, edit, and plan with others in real-time.

AI

AI

Make your money talk

Make your money talk

Ask anything about your money. Orella's AI answers questions and creates views, dashboards, and insights—all personalized to your finances, in seconds…

Ask anything about your money. Orella's AI answers questions and creates views, dashboards, and insights—all personalized to your finances, in seconds…

Ask anything

Ask anything

Get clear answers across all your accounts—faster than spreadsheets or bank apps.

Get clear answers across all your accounts—faster than spreadsheets or bank apps.

Turn questions into dashboards

Turn questions into dashboards

Ask AI to create dashboards, tables, and charts you can keep and refine.

Ask AI to create dashboards, tables, and charts you can keep and refine.

Share the conversation

Share the conversation

Share AI chats with your partner, family, or advisor—make decisions together.

Share AI chats with your partner, family, or advisor—make decisions together.

Features

Features

And all the other things you'd expect

And all the other things you'd expect

Share spaces with a partner, family, or team. Orella makes working together effortless and secure.

Share spaces with a partner, family, or team. Orella makes working together effortless and secure.

Manual & bulk edits. Fix names, amounts, dates—or clean things up in one go.

Split transactions. Break a single purchase across categories, people, or purposes.

Recurring transactions. Automatically recognize bills, pay-checks, and subscriptions.

Advanced search & filters. Quickly find exactly what you’re looking for, across everything.

Recurring transactions. Automatically recognize bills, pay-checks, and subscriptions.

Advanced search & filters. Quickly find exactly what you’re looking for, across everything.

Custom date ranges. View your finances by week, month, year—or any range you choose.

Multi-currency support. Track accounts and transactions in different currencies.

Exports, anytime. Download your data when you need it, in clean, usable formats.

Notes & annotations. Add context to transactions, accounts, or decisions.

Undo & history. Make changes confidently—nothing is irreversible.

Rollover budget. Carry unspent money forward automatically.

Rollover budgets. View your finances by week, month, year—or any range you choose.

Duplicate views. Copy dashboards and tweak them without starting over.

Account-level controls. Include or exclude accounts from any view.

Exports, anytime. Download your data when you need it, in clean, usable formats.

Notes & annotations. Add context to transactions, accounts, or decisions.

Duplicate views. Copy dashboards and tweak them without starting over.

Account-level controls. Include or exclude accounts from any view.

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