A person reads you. There is no queue.
Yoseri is small. That has a cost — fewer features than the big ones — and an advantage you can use right now: whoever answers you knows the product, because they built it.
Yoseri is not open yet outside Canada.
This page describes the product as it works in Canada. The pension plans, the tax shelters and the connected banks here are Canadian: they do not transpose. Where you are, it would rather be the local public plan, with the local tax shelters as tax shelters and your tax administration opposite.
We do not claim to know those rules today — connecting them is work, not a translation. Tell us where you are: the order in which markets open is decided there.
commencer | The first three minutes, in order — and nothing to install.
Free with manual entry, no banking credentials and no card. You see your first statement in four minutes.
Start without giving anything away.
No app store, no banking credentials, no card. Yoseri opens in the browser and installs itself only if you ask it to.
- Look before signing up
The demo opens on a full, fictional account: real screens, invented figures, marked as such by a banner. Nothing is asked of you.
0 minutes - Put in what you actually have
Three ways in, and they are worth the same: type a transaction, import a statement, or scan a receipt. All three are in the free plan, for life.
4 minutes - Connect a bank only if you want to
Syncing is the only paid part, because it has a bill behind it. The authorisation is read-only: no transfer is possible, by construction — see Security.
Optional
Four things that go wrong, and what to do.
Written down rather than left to be discovered. None of the four is a bug you have to report before you can move on.
Wrong category
Correct it; it learnsYori proposes the envelope, you keep the last word. A category you correct is one it stops getting wrong — and it never re-applies a change behind your back.
A stale figure
It says so rather than hiding itA balance that could not be refreshed is shown as stale, with the exact moment it was last read. It is never smoothed over, and never replaced by an estimate.
A missing transaction
Add it by handA bank can be slow, an aggregator can miss a line. Manual entry is not a fallback: a typed transaction counts exactly like a synced one, everywhere.
Yori says no
Two refusals, both deliberateAsked for advice, it declines — Yoseri is registered as neither an adviser nor a dealer. Asked about something absent from your data, it says so instead of answering with the total of everything else. Why.
Each page carries its own questions.
Rather than one long list that answers nothing precisely, the questions live next to what they are about.
What to put in your message.
Three lines are enough, and they save a round trip: the screen you were on, what you expected, and what appeared instead. Never send a password or a banking credential — we will never ask for one, and we could do nothing with it.
During the beta, the person who answers is the person who writes the code. That means an honest answer and sometimes a fix the same day — and it also means slower nights and weekends. When the answer is “Yoseri cannot do that”, you get that answer too, rather than a delay.
Nothing here answers your question?
Write, and say what you were trying to do. A person who knows the product reads it — no bot, no ticket queue, no phone tree.