Kleev

Kleev is an Australian personal finance platform that works like having your own AI CFO. Instead of linking your bank login, you simply upload statements for your bank accounts, credit cards, mortgage, and property, keeping your credentials private while still getting the full picture.

Once your documents are in, Kleev automatically categorises transactions, tracks your spending and recurring payments, and helps you set and stick to budgets and financial goals. It also monitors your net worth over time, so you can see how your wealth is really trending.

For property investors, Kleev offers a dedicated toolkit: rental yield, cashflow, equity, offset projections, loan tracking, depreciation, statement grids, and EOFY tax reporting, all designed to take the guesswork out of managing an investment portfolio.

Kleev AI analyses your uploaded financial data to highlight trends, answer your questions, and model different scenarios, and it generates monthly CFO-style reports. These insights are provided for general educational purposes only.