About Woodo (woodofinance.com)
Woodo turns bank and credit card statement PDFs into clean, categorized spending dashboards. No Plaid, no bank logins, no account syncing. We're based in Texas and launched in 2026.
We built Woodo because the usual model (connecting your bank through an aggregator like Plaid) tends to cause more problems than it solves. Connections break, banks change their setup, and plenty of people simply won't hand a third-party app their banking password. For advisors and bookkeepers, that's usually where client onboarding stalls. Woodo skips all of it. Your client uploads the same statement PDF they already download from their bank, and our AI handles the rest.
How it works
Upload a statement and Woodo reads every transaction, identifies the merchant, sorts it into a category, and builds a dashboard you can actually use in a review: headline spend, category breakdowns, weekly trends, recurring charges, outliers, and card rewards for the period. All from a document the client already has.
Made for advisors managing multiple clients
→ Unlimited client profiles (Advisor and Max plans), one tidy workspace per client or household
→ Magic-link sharing, so you can bring a client in without sharing any logins
→ No Plaid › no bank login › no onboarding friction
→ Works across Chase, BofA, Citi, Capital One, Amex, Wells Fargo, Discover, and most regional, online, and international banks
→ CSV and Excel export straight into your own models
→ Card rewards analysis to see what each client's cards actually earned
Clients love it too
The same clarity that makes a client review easy is why people start using Woodo on their own. Folks leaving old budgeting apps, couples who want a shared view without sharing passwords, freelancers who need clean expense data without a full accounting suite. The tool you run your practice on is the one clients are happy to keep using.
Plans
→ Free: 1 statement a month, single profile
→ Starter: $4.99/mo ($2.99 annual), 3 statements a month
→ Pro: $14.99/mo ($10.99 annual), 10 statements a month, up to 4 profiles
→ Advisor: $49.99/mo ($39.99 annual), 50 statements a month, unlimited profiles
→ Max: $249.99/mo ($209.99 annual), unlimited statements and profiles
Who Is the Company Behind Woodo Finance?
