Personal Finance AI Infrastructure
Connect banks, brokers and crypto. Get privacy‑first AI insights that help you save, invest and plan smarter.
How it works in 4 steps
Securely connect, aggregate, analyze, and act on your finances.
Connect accounts
Securely link banks, brokers, UPI, wallets.
Aggregate data
Normalize transactions and holdings in one place.
AI analyze
Insights for spend, cashflow, goals, and risk.
Take action
Automated nudges and actionable recommendations.
Powerful features
Everything you need to connect your complete financial footprint.
Unified dashboard
See cash, investments, loans, and subscriptions at a glance.
AI insights
Personalized guidance, anomaly detection, and goal tracking.
Privacy-first
Local-first options, scoped tokens, granular controls.
Secure connections
Bank-grade auth with providers like Plaid or Fintoo.
Multi-platform
Web, iOS, Android with a unified design system.
Automation
Smart rules for savings, bills, and tax preparation.
Security & Privacy
Trust is critical. We design for security, privacy, and user control from day one.
- End-to-end encryption
- User owns and controls data
- No data resale or advertising
- GDPR/DPDP alignment
Integrations
Works with 50+ financial institutions and apps.
Loved by early users
Real impact from day one of tracking.
“FinanceAI helped me save 20% monthly by flagging unused subscriptions.”
“Finally, a single dashboard that actually understands my investments.”
“The privacy controls gave me confidence to connect all my accounts.”
Built for everyone
Different journeys, one platform.
Individuals
Track savings and expenses 📈
Investors
Manage portfolios and risk 💹
Freelancers
Simplify taxes and invoices 🧾
Families
Plan budgets and goals 👨👩👧👦
Simple pricing
Start free. Upgrade when ready.
Free
- Basic dashboard
- 2 accounts
- Email support
Pro
Best Value- AI advisor
- Unlimited accounts
- Rules & automations
Enterprise
- Multi-user
- SLA & SSO
- Custom integrations
Ready to take control of your finances?
Join the beta today. No spam, unsubscribe anytime.
Built with
Next.js • TypeScript • Tailwind • Framer Motion • OpenAI API • Plaid / Fintoo