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.
Entities
From spouses to trusts - manage every taxable entity in your household
Works with all Canadian banks, credit cards, and more.
Experience the joy of having a single view of all your accounts
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?
Tax Planning
Never fill out a tax calculator again.
Sightline consolidates all your finances to estimate your taxes for the end of the year.
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.
Other Features
And so much more.
Safe, secure, and private.
Designed to keep your information safe and secure.
Designed to keep your information safe and secure. Your perfonal finances
Bring your team
Coming SoonInvite advisors and trusted parties
They spend less time gathering data, and more time helping you make the best financial decisions.
Multi-currency
Coming SoonTrack global assets in any currency
Sightline supports USD/CAD only for now, but we'll soon support more currencies.