A personal financial assistant for everyone
Coming soon. Join the waitlist.
Using AI to help secure your future.
Financial Empowerment for All
Ensure that everyone, especially those lacking financial literacy, has access to tools and guidance for effective financial management.
Trusted AI Guidance: A reliable and intelligent assistant that offers personalized advice based on users' financial habits, goals, and preferences.
Focus on Financial Goals: Learn how to set, monitor, and achieve financial aspirations through active, AI driven conversations.
Capabilities
Our AI-driven "Personal Finance Assistant" is not just another app but an attempt to revolutionize the way we perceive and manage our finances.
Automatic Budgeting
The platform will create a customized budget based on the user's spending habits, with weekly over/under spending reports. We can start to build this within a week of onboarding, and be fairly complete within a couple of months. If historical data is available, the budget can be created immediately.
Goal setting and tracking
Through conversation, the AI assistant will discover user goals and aspirations. We have the ability to set financial goals and timelines, and then track progress against those goals. By gamifying goals, we can give users instant gratification, in a scenario where they are typically not rewarded for being financially responsible.
AI driven advice
AI Assistant to gather goals, track financial progress and then provide tailored advice to users based on their exact life circumstances. Goals must be realistic, and our platform will ensure that users are setting and staying with achievable goals. We will create advice driven plans that are executable with a “go” button, once the user is ready to dive in.
How the App Works
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Connect to financial accounts for real-time tracking.
The assistant will then automatically categorize all expenses and income sources to build a financial picture of the user and household.
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Set and Achieve Financial Goals
The AI assistant will prompt and help user to set desired financial goals for their short and long term future.
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Providing critical insights ranging from spending habits, status of savings goals to educational tips.
Our Story
Financial literacy is not taught in schools.
Financial literacy is not taught in our schools, and it’s the area where people struggle most when they first embark on their post-educational journey. It’s easy for people to fall into bad financial habits, and our platform will turn the tables on this largely unspoken issue. We will address problems related to mismanaged budgets, unoptimized spending, lack of savings, goal oriented planning and minimal to no investment growth.
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Our vision is an AI-driven personal finance assistant acting as a trusted advisor. The interface and the user journey will primarily be mobile. We will use a conversational approach to helping our users, with both reactive and proactive prompts to offer assistance at times when users are most available, and in the right state of mind to have a financial conversation.