Woodo is a statement-analysis workspace built for financial advisors, fee-only planners, and bookkeepers who manage spending data across multiple clients, without ever asking a client to hand over their bank login.
Most financial tools rely on Plaid: to see a client's transactions, you need them to connect their bank with their credentials. In practice, that's where onboarding stalls, privacy-conscious clients refuse, bank connections break, and you're left chasing screenshots and spreadsheets. Woodo removes that friction entirely. Your client downloads the same monthly statement PDF they already get from their bank or card issuer, and Woodo's AI extracts every transaction, identifies merchants, assigns categories, and builds a clean spending dashboard in seconds. No Plaid token. No credential vault. No bank handshake.
Built for multi-client practices:
Unlimited client profiles (Advisor and Max tiers) ⇾ a separate, organized workspace for every client or household you manage.
Magic-link sharing ⇾ invite a client or a household member into their profile without sharing logins.
AI transaction extraction from any bank or credit card statement PDF ⇾ Chase, BofA, Citi, Capital One, Amex, Wells Fargo, Discover, plus almost all international banks and online banks.
Auto-categorization and an editorial dashboard ⇾ headline spend, category breakdowns, week-over-week deltas, recurring-charge detection, and outliers, ready to walk a client through.
CSV and Excel export ⇾ drop clean, categorized data straight into your own models or bookkeeping workflow.
Card rewards analysis ⇾ what each client's cards actually earned in the period.
Pricing scales with your book of business: Advisor at $49.99/mo ($39.99/mo annual) covers 50 statements/month with unlimited profiles, and Max ($249.99/mo, $209.99/mo annual) unlocks unlimited statements for larger practices.
And it isn't only advisors who love it. The same clarity that makes Woodo useful in a client review is exactly why end-clients adopt it for themselves: individuals leaving Mint, couples who want a shared view without sharing bank passwords, and freelancers who need clean expense data without a heavyweight accounting suite.
The tool you run your practice on is the one your clients are happy to keep using on their own.
