Institutional-grade visibilityinto personal finances
Centralize transactions, assets, liabilities, and ownership data in a single personal CFO workspace. Deliver consistent monthly reporting with clean rollups for cash flow, savings rate, and net worth performance.
Quarterly overview
Wealth governance summary
A professional-grade financial operating system
Move from ad-hoc spreadsheets to structured, repeatable financial oversight that mirrors how advisors and finance teams operate.
Verified transaction ledger
Capture income and expenses with consistent categories, ownership, and recurring frequencies. Every line item maps to real reporting outputs.
Cash flow intelligence
Surface monthly income, expenses, and savings rate with consistent deltas powered directly by the entries you manage.
Net worth oversight
Maintain assets and liabilities with ownership splits, balance updates, and a structured audit trail that keeps the story intact.
Shared governance
Align household or partner oversight with consistent classifications, shared notes, and full history of changes.
Governance model
Operating model in production
Record income and expense entries, flag recurring activity, and review the month-end rollups behind the dashboard.
Maintain property, investments, vehicles, and liabilities with ownership splits and timely balance updates.
Coordinate financial decisions with shared notes, consistent classifications, and a reliable change history.