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PocketVU — Financial Awareness
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PocketVU — Financial Awareness

One consolidated, AI-ready view of every account and statement

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About PocketVU

PocketVU gives you one consolidated view of your finances by pulling together statements and account data from any source — PDF, CSV, or bank export — even when open banking or direct integrations aren't available.

Once imported, PocketVU normalizes the data into a clean, AI-ready format that you can share directly with your own AI tools to plan goals, set budgets, and track progress over time, rather than manually reconciling numbers across apps and statements.

It's built around smart rules for categorization, plans and budgets you can track against, and a pay-as-you-go model with $5 of free AI credit to start — plus a white-label option for businesses that want to offer PocketVU's data layer under their own brand.

Key Features

  • Any statement source (PDF/CSV)
  • Unified AI-ready data
  • Share with your AI tools
  • Plans, budgets & tracking

Pay-as-you-go • $5 free AI credit • White-label B2B

Frequently Asked Questions

Do I need open banking access to use PocketVU?
No. PocketVU accepts statements from any source — PDF or CSV exports — so you can build a consolidated view even where open banking or direct bank integrations aren't available.
What does "AI-ready data" mean?
PocketVU normalizes and cleans imported statement data into a consistent format that you can share with your own AI tools to plan goals, set budgets, and track progress.
How much does PocketVU cost?
PocketVU is pay-as-you-go, and every account starts with $5 of free AI credit. A white-label option is also available for businesses.
Is my financial data secure?
Yes — data is handled under Sarzamin's PIPEDA-compliant, AES-256 encrypted infrastructure, the same security standard applied across all Sarzamin products.
Can businesses white-label PocketVU?
Yes. PocketVU offers a white-label B2B option so businesses can offer the same statement-consolidation and budgeting experience under their own brand.
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