Books and bank
QuickBooks, Xero, Stripe, Mercury, all reconciled.
One source of truth that pulls from your accounting, your bank, and your processors. Drift between the books and reality is the first thing it surfaces.
Make your most important decisions with financial intelligence on your side.
Through bank-grade, read-only connectors. Banks, brokerages, payroll, accounting, and the apps your business already runs on.
Pick an app on the left.
FinanceAI will pull live data and answer the questions that app is built to answer, in plain English, with sources.
10,000+ integrations across banks, credit, loans, brokerages, payroll, accounting, bookkeeping, and crypto.
Personal Finance
Financial decisions, resources, and financial agent intelligence you can count on. Make your most important decisions with financial intelligence on your side.
Checking, savings, brokerage, retirement, debt. All in one view that thinks across them. Most people have five accounts and one problem: no one is watching all of them at once.
Advice that fits your timeline, your obligations, and your real risk tolerance.
"What if I max my 401(k) instead of paying off the car?" Run the scenario against your numbers and get the reasoning, not just a chart.
Business Finance
Businesses rely on a mix of a bookkeeper, a banker, a tax preparer, and a spreadsheet. None of them sees the full story in real time. Our Business Finance product is the operator who does. It looks across your accounts, cash flow, payroll, expenses, and future income all at once. Then it helps answer questions that drive growth and strategic alignment with your business goals.
Books and bank
One source of truth that pulls from your accounting, your bank, and your processors. Drift between the books and reality is the first thing it surfaces.
Runway
A runway figure that updates with every payable, every receivable, and every payroll cycle. A number you can plan a hire against.
Decision memos
"Should we make this hire now or in Q3?" One prompt away from a memo with three scenarios, the assumptions, and a recommendation you can defend in a board meeting.
Enterprise Finance
A $50B revenue company runs on hundreds of legal entities, thousands of vendors, and dozens of currencies. The close still takes twelve days. Treasury can't see real-time cash. FP&A spends Monday through Wednesday stitching exports together before anyone gets to analyze a number. We rebuilt the stack the modern enterprise finance organization actually needs, with the rigor an audit committee expects.
Hundreds of legal entities, multiple GLs, currency translation, intercompany eliminations, top-side adjustments. All replayed against the last close, with a complete audit trail.
Real-time positions across every bank account, in every currency, mapped to operating, restricted, and pledged. FX exposure surfaced before it hits the P&L.
Key controls mapped across NetSuite, Workday, Coupa, and Salesforce. Segregation-of-duties conflicts surfaced the day they're created, not the quarter after.
Agent Finance
AI agents now book travel, buy compute, subscribe to APIs, and pay contractors. Most do it through a shared company card and a lot of hope. Watch what changes when every agent has its own wallet, its own rules, and its own paper trail.
if (txn.category === "compute") allow(500, "monthly"); if (txn.amount > 200) require("human"); deny("subscription"); deny("crypto");
Every agent gets its own funded wallet. Top up, freeze, revoke. Your operating account never touches the workflow.
Rules run at request-time, not after the bill arrives. Approve, escalate, or deny in milliseconds, with a reason attached.
Agent, run, prompt, policy that allowed it, transaction. One thread per dollar. Auditors love it. Engineers ship faster.
Active intelligence. AI, machine learning, and the most advanced agent harness, working in real time.
Agents on the job. Context-aware AI that watches your finances and automates the busywork.
Model any scenario. Run “what if” plans and stress-test decisions before you commit.
Audit-ready, always. Accurate, traceable numbers, so filings and reports stay smooth and assured.
One system, end to end. Personal, business, and agent finance, working together seamlessly.
Expertise on tap. A private wealth advisor and fractional CFO, from the day you sign up.
Go beyond the traditional financials and understand company-specific business segments and KPIs. No more guesswork or manual collection of the metrics that move the needle.
Trusted by people and businesses across the globe.
Select the financial area you want deeper insight into improving, connect your accounts and data in seconds.