As simple as possible, but not simpler.
Sightline treats you like an adult and helps you navigate the complexity of finance so you can make the best decisions.
View and manage all your bank and credit card accounts in one place
Works with all Canadian banks, credit cards, and more.
Experience the joy of having a single view of all your accounts
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Operationalize your finances
A clear view of today, next year, and beyond.
Sightline focuses on the insights that matter accross time. How much cash do you have now? Do you have enough for the next year? When can you retire?
Advanced Features
Everything you need for complete financial clarity.
From day-to-day cash flow to long-term wealth building, Sightline gives you the tools to make informed decisions.
Retirement Planning
Map your path to financial independence with personalized projections and scenario planning.
Multi-currency Support
Seamlessly track and manage your USD and CAD accounts in their native currencies.
Smart Tax Estimation
Real-time tax estimates based on your actual financial data. No more manual calculators.
12-Month Forecasting
See your future cash flows with AI-powered income, expense, and balance projections.
Stock Portfolio Tracking
Real-time portfolio monitoring with performance analytics and dividend tracking.
Private Asset Tracking
Track real estate, private equity, and other alternative investments in one place.
Sightline AI
An AI backoffice for your household.
- Use Sightline's AI to get instant answers about your finances, from tax implications to investment strategies
- A diligent bookkeeper that captures new expenses and transactions on your command
- Plan and budget for any scenario - vacations, home renovations, or major life changes
Full disclosure: Sightline AI is still learning the ropes. Right now it's like a fresh finance grad - enthusiastic but occasionally needs adult supervision. We're working on it.
Security & Privacy
Your privacy and security are our top priority.
We've built Sightline with privacy-first principles and multiple layers of security to protect your sensitive financial data.
No Personally Identifiable Info Stored
Your identity is protected
We use Clerk for user management. In our database, you're just user_1231241 - even our team can't identify you.
Secure Banking Access
Your credentials aren't known
Bank credentials are secured by Quiltt. We never see or store your banking credentials - they're only used during authentication.
Privacy by Design
Complete anonymity by default
We don't even ask for your name. You're simply 'me' in the app, unless you choose to share more information.
Obfuscated Data
Daily fake data generation
We automatically create fake user data daily, ensuring your real data is indistinguishable from test data in our database.
App Privacy Controls
Removing 'Look over my shoulder' risk
Sightline lets you set a privacy multiplier (eg. 0.09x) so that a $1M portfolio can appear as $90k in the app to onlookers while maintaining accurate proportions.