Get Started

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How It Works

Carefull watches accounts and credit card transactions to catch issues that may be problems, then helps you communicate, resolve them and plan. Carefull can never touch, access or move your loved ones’ money at any time: we only have permission to “view” so we can help. We don’t share or sell your data. It’s simple, straightforward, and bank-level secure.

Create An Account

Step 1

Add a Loved One

Let us know who you are caring for. You can invite your loved one into the app or not — it’s up to you.
When something's wrong, Carefull alerts you.
Step 2

Set Up Your Account

Set up your account to start receiving alerts and information. You can add siblings and others into your Circle as well.
When something's wrong, Carefull alerts you.
Step 3

Enable Smart Monitoring

Securely connect your loved one’s account to enable smart monitoring. You’ll need login info for at least one account.
When something's wrong, Carefull alerts you.
Add a Loved One
Set Up Your Account
Enable Smart Monitoring

Start Getting Notifications (And Worrying Less)

Get Alerts to Your Phone and Inbox

Careful analyzes each transaction and movement, and alerts you to things that look fishy or like potential fraud.
When something's wrong, Carefull alerts you.

Catch Fraud and Strange Behavior

Sometimes it’s not fraud, but odd behavior to know about: stores with large amounts of spending, unusual cash payments or transfers, or transactions involving new people or places that look different or suspicious. Know early.
When something's wrong, Carefull alerts you.

Identify Late Bills and Changes in Spending Patterns

Carefull’s smart technology learns your loved one’s unique spending and account balance patterns over time, so we can tell you what you need to know. Our industry-best team of experts have years of experience with all aging money matters — we know what to look for.
When something's wrong, Carefull alerts you.
Get Alerts to Your Phone and Inbox
Catch Fraud and Strange Behavior
Identify Late Bills and Changes in Spending Patterns

Messy Things Get Easier

Coordinate With Your “Circle”

Use Carefull to easily send and share alerts to those who need to be in the know. Let everyone see the same thing, and tough conversations get simple.
When something's wrong, Carefull alerts you.

Get Guidance & Advice

Based on how it’s going, you’ll receive smart suggestions about what to do next, how to communicate and resolve issues, and how to plan the path forward.
When something's wrong, Carefull alerts you.

Work Seamlessly Together

Communicate with those you trust, and we’ll help you with the hard stuff.
When something's wrong, Carefull alerts you.
Coordinate With Your “Circle”
Get Guidance & Advice
Work Seamlessly Together