AI-Powered Financial Planning
Track, budget, plan,
and do more with
your money
Get CFP-grade financial planning powered by AI. Analyze spending, optimize investments, and plan for retirement — all in one place.
$2.4B
Assets tracked
99.9%
Uptime
256-bit
Encryption
Features
Everything you need in one place
Comprehensive financial planning that covers spending, investing, retirement, and estate planning.
Smart Spending
Track expenses automatically. Find ghost subscriptions. Know your safe-to-spend daily budget.
Portfolio Analysis
Analyze asset allocation. Identify high-fee funds. Get optimization recommendations.
Retirement Forecast
Monte Carlo simulations show your probability of retirement success across 1,000+ scenarios.
Estate Planning
Track essential documents. Get state-specific guidance. Ensure your family is protected.
How It Works
Up and running in minutes
Connect your accounts
Securely link your bank accounts, credit cards, and investments through Plaid. Takes under 2 minutes.
Get your financial picture
See spending patterns, net worth, cash flow, and portfolio analysis — all updated automatically.
Receive AI-powered guidance
Ask questions in plain English. Get CFP-grade recommendations tailored to your specific situation.
AI Advisor
Ask anything about your finances
Get personalized, CFP-grade guidance in plain English.
How am I doing with my spending this month?
You've spent $2,847 this month — 12% under your typical spending.
Safe-to-spend for the rest of the month: $423
I found 2 subscriptions you haven't used in 90 days — want me to show you?
Unlock better money habits
Connect your accounts securely. Get insights in minutes. No financial expertise required.
Get started today