We are thrilled to announce the public launch of JE-PFM, a personal finance management platform built for people who want clear visibility into their money without the complexity of enterprise tools.
What's Included
- Account management — Add and organize checking, savings, credit card, investment, and loan accounts in one place
- Transaction ledger — Immutable, append-only transaction history with automatic deduplication via FITID matching
- OFX/QFX import — Upload bank statement files with instant parsing, auto-categorization, and confidence scoring
- Financial dashboard — Real-time overview of balances, spending trends, and account activity
- Row-level security — Every query is scoped to your user account; your data is never visible to other users
This release represents the foundation that all future features build upon. Start by importing a bank statement and exploring your dashboard.
This launch represents months of domain-driven development, validated by an AI-generated proof of concept and documented across 135 Storybook stories. Read the full story in How We Built JE-PFM with AI.