Your papers, tied to your money.
File your papers with your money. The lease, the insurance, the warranties — every document stored with its expenses and its due dates, found in three seconds.
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.
Status on September 4, 2026 — Yoseri is not open yet. This page previews a product under construction. The screens show one worked example: every amount on them comes from it, none from a real user. The private beta opens on October 1: join the waiting list.
dossiers | The worked example’s Apartment folder: 2 documents, 2 merchants, $6,070 in yearly cost.
Free with manual entry, no banking credentials and no card. You see your first statement in four minutes.
The flat. The car. The chalet, someday.
A folder gathers everything one part of your life produces: its papers, its merchants, its due dates — and the total those papers cost. Not a cloud drive with finance-themed folder names: the documents are stitched to the transactions.
Two folders, and everything findable.
The worked example holds two: Apartment — 2 documents, 2 merchants, $6,070 a year — and Car — 1 document, 2 merchants, $702. Open one and the lease sits beside the rent transactions, the insurer beside its premiums, the renewal beside its date.
- A scanned receipt or invoice files itself into the right folder
- Due dates surface before they bite: a renewal is a reminder, not a surprise
- Creating one is a name and a tap: Apartment, Car, Chalet…
Your folders
2 folders2 documents · 2 merchants · due dates
6 070 $1 document · 2 merchants · due dates
702 $The amount beside each folder is not decoration: it is what those papers cost you, computed from the attached transactions.
The three-second test
“Where is the lease?”The question that used to mean twenty minutes in a drawer. Now: Folders, Apartment, first document. The insurance certificate, the warranty, the contractor’s quote — same journey.
Kept where you are
On the device, like the receiptsDocuments follow the same rule as scanned receipts: read and stored on your device. A paper that never leaves home cannot leak from a server.
Keep looking around
Where most documents are born: a photo, four pre-filled fields, and a proof attached to its expense.
See receipts DebtThe mortgage behind the folder: real cost of credit, renewal compared, and the order of attack in figures.
See debts Plan aheadInsurance, beneficiaries, what your papers say about the future — next to retirement and tax room.
See planningThe drawer of papers, finally readable.
Create the Apartment folder, drop the lease in, and from now on every rent payment, every insurance premium and every renewal date knows where it belongs.
Stored on your device. Due dates watched. Papers and money, one system.