AI Family CFO
Personalized coaching, monthly snapshots, and your money story.
All Accounts
Checking, savings, credit, loans, and investments in one view.
Business Tools
Revenue, expenses, receivables, and tax-ready reports.
Bills & Subscriptions
Never miss a due date — catch silent price hikes automatically.
Family Sharing
Secure workspace for your household's entire financial picture.
Income Tracking
Paychecks, side hustles, and recurring income in one stream.
Smart Budgets
AI-categorized spending with real-time budget tracking.
Investments
Portfolio tracking with allocation, performance, and net worth roll-up.
Import Wizard
Bring in transactions, income, investments, and bills from any CSV.
Credit Health Center
Track scores, monitor utilization, and model accelerated debt payoff.
Monthly Snapshot
A printable family financial briefing delivered every month.
Receipts & Tax
Snap receipts, auto-categorize, and export tax-ready reports.