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oseri
FRENES
The beta Join the list
Day to day
BudgetYour money. Your pace. SubscriptionsOnly pay for what you use. Ask YoriYour financial intelligence.
Your money
Accounts and net worthAll your net worth, in one place. StatementsUnderstand it all, without hunting for it. ReceiptsEvery purchase, always within reach. DocumentsYour finances. Your documents. Always with you.
Invest and plan
Savings and goalsGive your money a goal. InvestmentsInvest with a view. DebtTake back control. Plan aheadToday, for a better tomorrow.
The whole app All the features, one page Every family, linked to its own page.
The spaces
Yoseri ProYour money, working for your business. Yoseri ShareMoney, made simple together. Yoseri DuoBuild your future, together.
Around the app
Yoseri NewsUnderstand the world. Decide better. One account, four universesHow the four spaces sit inside one account.
One account Four universes that never mix Home, your business, the two of you, the flat-share.
Understand
How it worksFrom signing up to your first statement. SecurityRead-only, no credential kept, immediate revocation. Why YoseriWhat the other apps do that we refuse to do.
The house
AboutWho builds Yoseri, and from where. Service statusWhat is up, what is down, without spin. PressLogos, figures, and someone to answer.
The limit, not the promise Yoseri cannot move a single dollar Read-only is a technical limit — here is how it holds.
About

Built in Montréal, for Canadian finances.

TFSA, RRSP, RESP, T4, Relevé 1, 21-day grace periods, rates shown as an annual percentage. A tool written elsewhere translates these notions. Yoseri starts from them.

Head officeMontréalQuebec, Canada
Data hostedIn Canadano replication outside the country
Working languageFrenchEnglish follows, it does not come first
FundingSubscriptionsno institution holds equity
The origin

A spreadsheet that lasted three years.

Yoseri began as a personal spreadsheet: four institutions, one column per account, one tab per month. It answered a question nothing else dealt with — how much is really left, everything counted.

The sheet grew until it became unworkable. The app keeps its logic: raw data, visible calculations, and no layer of recommendation on top.

The team is small and will stay that way as long as the product does not call for more. No financial institution holds equity, and no paid partnership is under discussion.

Milestones
2023The spreadsheet becomes a prototype. A single screen: net worth.
2024Read-only bank connections. The “no credentials kept” rule is set.
2025The four universes, then Yori. Findings show their confidence level.
2026Waiting list open. Access goes out in waves, starting with Quebec.

Yoseri is not registered as an adviser or a broker with any market authority. What that implies.

Write to us

One address, read by the team that writes the code.

No call centre, no first-line support. Reply within 24 business hours, in French or English.

A phone held in hand showing the Yoseri home screen.

Yoseri is in preparation.

Join the waiting list to follow progress, or write to us if you have a question.

support@yoseri.com — we answer in French and English.

350 seats, half pricePrivate beta: date to be announced Join the list