| What it does | Your personal AI CFO for serious investors
| Desktop app for organizing income, expenses, budgets, subscriptions, and goals
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
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| Pricing | Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
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| Key features | - Connect over 12,000 US banks and brokerages
- Connect crypto exchanges and self-custody wallets
- Track physical assets with live market data valuation
- Real-time financial insights via call, chat, or email
- Read-only access with no ability to move money
- SOC 2 Type II certified encryption
- Mobile-first web experience
- AI-powered financial analysis connected to real accounts
| - 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
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| What makes it different | - Built by investors specifically for investors
- AI answers questions using your real numbers, not generic examples
- Institutional-grade analysis in real time, 24/7
- Combines account aggregation with AI financial insights
- Secure with encrypted data and no credential storage
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 42 ● no change since last check | 4 ● no change since last check |
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| Trust Flow (Majestic) | 12 | 6 |
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| Citation Flow (Majestic) | 32 | 19 |
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| Referring domains (Majestic) | 111 | 22 |
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Silvia
Flytivy Personal Finance