Your whole financial life, carried for you.
Net worth that updates itself. Bills read before you open them. Deadlines that arrive as reminders instead of surprises. An assistant that actually knows your balance sheet.
Net worth, nightly
Properties, loans, bank balances and investments rolled into one number every night — with the history to explain every move.
Documents that file themselves
Photograph the mail. Bills become reminders with amounts and due dates; junk goes to the junk folder unread.
An assistant with context
Ask for numbers, set reminders, put things on your calendar — it knows your finances and remembers what you tell it.
Inbox, triaged
A daily read of your email that surfaces the three messages that matter and ignores the ninety that don't. Read-only, always.
Subscriptions & spending
Every recurring charge priced per year, spending compared month over month, budgets held against the real ledger.
Built for households
Invite a partner, an accountant, even your private lenders — each sees exactly what their role allows and nothing more.