Automated Sales Intelligence & Growth
Osserva: Deep intelligence. Smarter leads. Serious sales firepower.
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We find your customers
we empower your sales
Intelligent leads
warmed up with brand recognition
and A.I enabled sales tools.
Integrated with your existing CRM or use Osserva as a full CRM
with 4 layers of deep analysis
before a lead ever gets in front of you.
Link everything automagically
Over 10,000+ institutions to choose from when linking all your accounts.
All your assets & debts charted
Visualize your accounts with charts, making it easy to understand at a glance.
Prefer manual? No problem
Add any account manually with custom built flows and import accounts via CSV.
Full sales automation available
or empower your existing salespeople
Create a new income expense or transfer transaction
Edit it add custom categories merchants and tags
Create filters Import via CSV
Link transactions Set up rules and more
Stay on top of every transaction
Easily track and organize your spending — add details, link transfers, and keep in sync.
Find exactly what you need, instantly
Filter transactions by date, account, category, merchant and more to get precise results.
Automate your transactions, your way
Create rules to categorize transactions—saving time and organizing finances.
Thoughtful sales automation
Trusted by the best
Customize category budgets , set smart allocations and stay on top of category
Setup and customize your budget
Monitor category balances so you always know how much is left to spend.
Track spending and stay in control
See where your money goes — monitor overages, compare spending trends, and adjust as needed.
Optimize your budget
Setup smart allocations and make smarter financial decisions.