Sources reconciled
Duplicate, stale, and conflicting records become visible exceptions.
One verified financial life
Accounts become a model, not another dashboard.
Platform / 033 essential sections
Reviewed July 22, 2026
Reviewed July 22, 2026
Pareto reconciles connected institutions, uploaded records, and household facts into a source-aware financial picture, then surfaces exceptions instead of making you maintain a second set of books.
Freshness is visible
Confidence falls when an important source is missing or old.
Analysis, not custody
Connecting an account does not silently grant authority to transact.
01
Continuous reconciliation
Balances, positions, transactions, liabilities, policies, and properties are checked for freshness, duplicates, and conflicting ownership.
02
Source-level confidence
Material assumptions retain provenance. Missing or stale inputs reduce confidence instead of silently becoming facts.
03
Connection without custody
Account connectivity is designed for visibility and analysis. Permissions for money movement or other consequential actions are separate and explicit.
Make the plan yours