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Personal finance desktop app

Bank automation with a dashboard people can trust.

OctopusBeak pulls statement activity into one reviewable workspace, organizes every account clearly, and keeps each drilldown one click away.

Portfolio
Portfolio workspace
Net position NT$ 1,246,800
Liabilities NT$ 318,400
Everyday account transactions
42 imported rows in this run
Cash NT$ 684,200
Investments NT$ 881,000
Automation state Ready

OB knows what people need most to manage their finances.

Bank automation with simple steps

Supported most popular institutions. Designed for Taiwanese

Account-first dashboard

Overview, assets, liabilities, and transaction drilldowns are designed around the way personal finance users actually check money.

Privacy by default

Your credentials are securely saved on your desktop. No one else has your password. You own your data.

Bank automation

Fetch statements with simple steps.

Ready
Select the bank source Done
Handle verification only when needed Waiting
Review imported statement rows Queued

Simple steps

Choose the bank, enter what the bank asks for, and let OctopusBeak collect the statements.

One place to review

Run notes and statement rows stay together so review feels direct instead of hidden in the background.

Clear for decisions. Calm for daily use.

Compare account health at a glance, and jump from any account row into the transactions behind it.

Portfolio

TWD workspace

AssetsNT$ 1,565,200
LiabilitiesNT$ 318,400
Accounts3
AccountStatusBalance
Everyday accountImportedNT$ 284,200
Brokerage accountSyncedNT$ 881,000
Credit cardNeeds assistNT$ 46,900

Ready to try OctopusBeak?

Download the beta and start collecting bank statements into one calm workspace.

Download Beta