AI-powered personal finance app that connects your financial accounts and suggests your smartest next move.
A personal CRM that picks one person a day to help you stay in touch
Stage
Startup
Not given
Founded
2025
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Based in
US
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Pricing model
Free trial
Not given
Pricing
14-day free trial with full access to all features. After trial: $9.99 per month or $79 per year. Cancel anytime during trial with no charge.
Free: The whole daily habit including your circle with cadence for each person, daily nudge and conversation starters, one-tap messaging and reach-out log. Premium: US$4.99/month or US$49.99/year with everyone due today in one swipeable set, the cadence board, richer conversation starters, and choic
Key features
AI Financial Advisors - 8 specialized agents personalized to your situation
Automatic bank, card, and brokerage syncing with nightly transaction refresh
Net worth tracking with peer percentile comparisons
Smart budgeting with rollover and visual progress rings
Goal forecasting with AI-powered projections
Cash flow visualization with interactive Sankey diagrams
Recurring charge and bill detection with price increase alerts
Weekly personalized audio briefing
Read-only bank connections through Plaid
Encrypted bank access tokens with no credential storage
Daily nudge with one person to reach out to
Set contact frequency for each person (weekly, fortnightly, monthly or quarterly)
Notes and conversation history from previous interactions
Conversation starters built from interests
One-tap messaging to your usual messaging app
Encrypted at rest storage of names, notes and life events
AI-generated suggestions that never see contact names
No ads and no tracking
What makes it different
All 8 specialized AI agents included in every plan with no tiers or feature gates
One prioritized next action based on your complete financial picture
Full access during 14-day free trial with no charge if canceled
Locked-in pricing for all subscribers even after price increases
One person per day instead of a backlog of many
AI-generated suggestions that never see your contacts' names
Handoff to your messaging app without creating another inbox
Built-in conversation starters from interests and links to share
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