AI-powered

Personal
Finance Assistant
Simple, Clear, and Intelligent

One place to record your assets and liabilities, and generate reports to help you understand your family's financial health. Powered by AI, this system will provide you with personalized financial advice.

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Discord

Features

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Overview Dashboard

  • 📊All-in-one Dashboard
  • 📈Intuitive Balance Sheet View
  • 🎯Debt/Asset Ratio Trend
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In-depth Financial Reports

  • 📊Comprehensive Financial Analysis
  • 🔍Personalized Investment Insights
  • 📈Future Trend Predictions
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General Finance Insights

  • 📅Generated Overall Insights
  • 💰Based on your finance data
  • 📱Real-time Monitor, Data Sync
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Specific Questions Chatbot

  • 📅Based on your fundamentals
  • 💰Specific and personalized answers
  • 📱24/7 Availability

FAQs

Start Today!

Join thousands of families who are already taking control of their financial future. Track assets and liabilities, monitor debt/asset ratio, and achieve your financial goals together.

Get Started Now

No credit card required • Free plan available