An AI financial team for every part of your money
Connect your accounts, watch net worth and cash flow move, and get one documented strategy with the evidence, the trade-offs, and the next step spelled out.
- Evidence-aware AI
- Connected accounts
- One assessment everywhere
- Plain-language strategies
Net worth
$686,547
$23,292 (3.5%) this month
$65,755
+2.5%
$541,793
+2.0%
$300,816
+2.1%
-$241,888
-1.4%
Spending by category
- Housing$1,593
- Financial$742
- Bills$683
- Food$432
- Transport$288
Cash flow
What needs your attention
Investment balances rose 2% while cash cover fell below three months. Move $1,200 of the next deposit to reserves before the quarterly contribution.
Recent activity
- Payroll depositIncome+$4,200.00
- Mortgage — Primary homeHousing-$1,385.00
- Brokerage transferInvesting-$1,000.00
- Utilities — Gas & ElectricBills-$108.00
Money analyst
Net worth, cash flow, spending composition, and protected reserve — visualized, not typed into a form.
Business analyst
Revenue, margin, runway, and receivables read straight from accounting and banking evidence.
Property analyst
Estimated value, rent, cash flow, and equity with confidence and data freshness always shown.
Investing analyst
Portfolio value, allocation, performance, and strategy compliance from the connected account.
Money
See where the money actually goes
A dominant net-worth trend, cash-flow bars you can click into, spending broken out by category, and a ledger that filters as you drill down.
- Net worth, cash, investments, property equity, and debt in one view
- Click a month or a category to filter the transactions below it
- Manual entry stays a fallback drawer, never the first screen
Monthly cash flow · demonstration
Income
$26.4k
Spending
$15.1k
Saved
43%
Strategies
Choose a documented strategy, not a guess
Pick Business, Property, or Investing, then let AI recommend one strategy from your connected evidence — or browse the options yourself.
- Every strategy shows fit, starting amount, horizon, risk, and liquidity
- Projected ranges, never guaranteed returns
- A five-step action plan in plain English
Strategy comparison · demonstration
- Retirement index planRecommended
Data readiness 92% · horizon 10+ years · moderate risk
- Income portfolioAlternative
Data readiness 74% · horizon 10+ years · moderate risk
- Capital preservationLower growth
Data readiness 58% · horizon 10+ years · moderate risk
Reports
A review you could hand to your accountant
Executive summary, what changed, what matters, cross-module impact, risks, opportunities, and the data behind every line.
- Filter by business, property, or investing
- Date range on every metric and chart
- Sources and confidence recorded with each review
Generated review · demonstration
Executive summary
Cash cover improved to 3.4 months
What changed
Investment balances up 2.0% this month
Risk
Receivables concentration above target
Recommended action
Fund reserves before next contribution
Sources and confidence are recorded with every review.
How it works
Connect, see the position, then decide.
Connect your accounts
Banking, accounting, property, and brokerage evidence flows in first. Nothing starts with a long form.
See the position
Charts, composition, and trends are built from connected facts, with estimates clearly labeled as estimates.
Decide with the advisor
Answer, why, evidence used, assumptions, risks, options, and one recommended next action.
Security & trust
Built toward enterprise trust, validated one workflow at a time.
Encryption in transit and at rest, role-based access, audit trails, and SSO/SAML on enterprise. Estimates are always labeled as estimates — never appraisals, guaranteed rents, or professional advice.
Read our security overview- SSO / SAML
- Audit trails
- Secure integrations
- Role-based access
See your whole financial position in one place.
Connect an account and get your first evidence-backed review — no long forms, no invented numbers.