| What it does | Desktop app for organizing income, expenses, budgets, subscriptions, and goals
| AI-powered wealth tracking and portfolio management platform for complex investments
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Not given
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| Pricing | Not given
| Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
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| Key features | - AI insight that detects patterns and recurring expenses
- Budget guard with visual warnings before overspending
- Guided onboarding that builds your first month
- Real transaction editor with amount, date, category, account, merchant, tags, notes
- Reports with charts for category, monthly trend, savings, and extraordinary expenses
- Local-first data storage with optional account sync
- Control of recurring income, fixed and variable expenses, extraordinary movements, and monthly budget
- Google login for account creation
- Windows desktop application
| - AI document processing for financial statements and K-1s
- Sync multiple bank and brokerage accounts
- Performance tracking across public and private investments
- Portfolio organization by entity (LLCs, trusts, IRAs)
- Cash flow planning with scenario modeling
- Co-investment and ownership stake tracking
- Role-based access and permissions
- AI-powered portfolio query and insights
- Automated reporting and statements
- Support for multiple asset classes
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| What makes it different | - Local-first by default, no account required to start
- Complete financial workspace in one compact, actionable view
- Build your first budget in minutes with guided onboarding
- Everything stays connected in one workspace
| - All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
- AI-powered document processing that extracts data from financial statements automatically
- Multi-entity and multi-client portfolio management for family offices and advisors
- Comprehensive asset class coverage from traditional to crypto and alternative investments
- No financial product upselling or conflicts of interest
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 4 ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 6 | 8 |
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| Citation Flow (Majestic) | 19 | 20 |
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| Referring domains (Majestic) | 22 | 219 |
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Flytivy Personal Finance
Vyzer