Kleev
What is Kleev?
Kleev is an Australian personal finance platform that acts like an AI CFO. Users upload bank, credit card, mortgage, and property statements without connecting a bank login. Kleev categorises transactions, tracks spending and recurring payments, supports budgets and goals, monitors net worth, and provides property investment analysis. Property tools include rental yield, cashflow, equity, offset projections, loan tracking, depreciation, statement grids, and EOFY tax reporting. Kleev AI analyses uploaded financial data, highlights trends, answers questions, models scenarios, and generates monthly CFO reports for general educational purposes only.
How to use Kleev?
Create a Kleev account, export statements from your Australian banks, cards, mortgages, and properties, and upload the files. Kleev parses and categorises the data, reconciles transfers and duplicates, and presents spending, recurring charges, budgets, net worth, and property performance in one dashboard. Users can correct categories, add budgets and goals, review AI insights, ask questions about their data, model financial scenarios, and export EOFY tax information on eligible plans.
Kleev's Core Features
Bank, credit card, mortgage, and property statement uploads without bank login
Automatic transaction categorisation, transfer reconciliation, refund pairing, and duplicate detection
Spending analysis by category, account, merchant, and time period
Recurring subscription detection, price-change alerts, cancellation help, and spending pattern insights
Budget creation, budget suggestions, goal tracking, and goal projections
Net worth and wealth tracking
Investment property yield, cashflow, equity, gearing, depreciation, and loan analysis
Offset balance and mortgage repayment projections
Excel-exportable EOFY tax pack and property tax reporting
AI-generated financial insights, scenario modelling, and monthly CFO reports
OzBargain deals and smart alerts matched to spending habits
Australian hosting, browser-based CSV parsing, encryption, optional two-factor authentication, and one-click data deletion
Kleev's Use Cases
Upload bank statements to understand monthly spending and identify rising categories
Track subscriptions and receive alerts when recurring charges increase
Create category budgets and monitor progress toward savings goals
Evaluate an investment property's rental yield, cashflow, equity, gearing, and tax deductions
Model the effect of interest-rate changes, offset balances, or reduced discretionary spending
Prepare transaction-matched information for an EOFY tax return
Ask Kleev AI questions about cashflow, spending patterns, property performance, and financial goals
Find deals relevant to frequently purchased products and categories
FAQ from Kleev
Does Kleev require a bank login?
Is there a free plan?
What does Kleev AI do?
Can Kleev track investment properties?
Does Kleev provide financial or tax advice?
What are Kleev's paid plans?
Is there a lifetime access offer?
Can users cancel a Kleev subscription?
How does Kleev protect uploaded financial data?
Kleev Reviews (0)
Kleev Pricing
Free
A$0
No card required. Includes AI auto-categorisation, bank CSV uploads, up to 10 files and 2,000 transactions per upload, 1,000 transactions per month, three spending patterns, budgets and goals, wealth tracking, one investment property, two years of statement grid history, two daily OzBargain deal refreshes, and two smart alerts.
Pro
A$3.39 per week on annual billing
A$176.28 billed annually, with the first two weeks free for new subscribers. Includes Free features plus AI deep insights, EOFY tax pack with Excel export, monthly CFO reports, up to 20 files and 5,000 transactions per upload, 10,000 transactions per month, six spending patterns, recurring cancellation help, price alerts, goal projections, two investment properties, ten years of statement history, five daily deal refreshes, and five smart alerts.
Max
A$4.24 per week on annual billing
A$220.48 billed annually, with the first two weeks free for new subscribers. Includes Pro features plus unlimited transactions, files, investment properties, statement grid history, EOFY tax pack coverage, OzBargain deal refreshes, and smart alerts, as well as priority support and expedited feature requests.
Founding Member
A$67.69 one-off
Limited launch offer providing lifetime access to everything in Max with no recurring subscription fees.
Enterprise
Custom pricing
For brokers, agencies, and advisers. Includes multi-client workspaces, custom onboarding, and priority support.
Analytic of Kleev
Kleev Website Traffic Analysis
Geography
Top 1 Regions
Kleev Launch embeds
Use website badges to drive support from your community for your Toolify Launch. They're easy to embed on your homepage or footer.
Alternative of Kleev
46.27%
Social Listening