Your Personal Financial Advisor
Upload any financial data — from balance sheets and cash flow statements to invoices and forecasts.
Our intelligent system highlights weak spots, predicts cash gaps, suggests optimizations, and helps you take data-driven action.
See How It Works
From bank statements to personalized financial plans - experience the power of AI for your personal finances
You:
"How much should I be saving each month to buy a $400K house in 5 years?"
AI Coach:
Based on your current savings of $35K and income, you'll need to save $1,850/month for a 20% down payment in 5 years. I notice you're spending $450/month on subscriptions - would you like me to suggest ways to reduce this to help meet your goal?
You:
"Yes, please show me where I can cut back"
Drop your bank statements here
PDF, CSV, OFX, QFX formats
✓ Key Insights:
- • Dining out: $580 (28% above your average)
- • Subscription services: $95 (3 unused services)
- • Potential savings: $320/month identified
- • Income increase: +12% vs. last month
Home Down Payment
Target: $80,000 by June 2030
Emergency Fund
Target: $15,000 by December 2025
Vacation Fund
Target: $5,000 by March 2026
Vanguard Total Stock Market ETF
Low-cost, broad market exposure
Vanguard Total International Stock
International diversification
Vanguard Total Bond Market
Fixed income stability
Projected growth: This portfolio has a 7.8% projected annual return based on your 30-year time horizon and moderate risk profile.
Your Complete Personal Finance Solution
From budgeting to investing - our AI helps you make smarter financial decisions and build wealth faster.
Reach Your Financial Goals Faster
Our AI creates personalized investment strategies based on your specific goals and timeline
AI Insight: With a $500 monthly contribution and our recommended portfolio, you could reach a $80K down payment in 5.8 years.
AI Insight: Starting with $10K and $300 monthly, you could accumulate $120K for college in 15 years with our strategy.
AI Insight: Investing $1,000 monthly with our strategy could grow to $1.2M over 25 years, providing $60K annual retirement income.
AI Insight: Setting aside $200 monthly in our recommended low-risk portfolio could fund a $5K vacation in 2 years.
AI Insight: With $400 monthly contributions, you could save $20K for your wedding in 3.5 years with our balanced approach.
AI Insight: Tell us your goal amount, timeline, and risk tolerance. Our AI will create a custom investment strategy just for you.
How It Works
From financial data to personalized investment plan in four simple steps. Our AI does the complex analysis so you can focus on your goals.
- Bank statement upload
- Secure connections
- Automatic categorization
- Multiple goal tracking
- Customizable targets
- Priority setting
- Custom investment mix
- Risk-adjusted returns
- Tax optimization
- Real-time tracking
- Adaptive strategies
- Regular rebalancing
"Is My Personal Financial Data Safe?"
We understand your concerns. Your financial information is extremely sensitive. That's why we've built bank-level security into every aspect of our platform.
Secure Connection
All data is transmitted using TLS 1.3 encryption, the same security used by major banks
Secure Processing
Your data is analyzed in isolated environments with strict access controls and monitoring
Minimal Storage
We only store the minimum data needed to provide our service, and you can delete it anytime
Industry-Leading Security Standards
Regular security audits • 24/7 monitoring • Dedicated security team
Why Choose Our Platform?
Join thousands of individuals who are achieving their financial goals faster with our AI-powered platform.
Simple, Affordable Pricing
Professional financial advice at a fraction of the cost. All plans include a 14-day free trial.
- AI financial analysis
- Up to 3 financial goals
- Basic investment recommendations
- Bank statement analysis
- Email support
- Mobile app access
- Everything in Basic
- Unlimited financial goals
- Advanced investment strategies
- Tax optimization
- Retirement planning
- Priority support
- Custom investment mix
- Monthly AI portfolio review
- Everything in Premium
- Up to 5 family members
- Shared and individual goals
- Family financial dashboard
- Estate planning tools
- College savings optimization
- Dedicated support line
- Annual financial review
All plans include 14-day free trial • No setup fees • Cancel anytime
Ready to Achieve Your Financial Goals?
Join thousands of people who are growing their wealth with AI-powered financial guidance. Start your free trial today and see the difference.